Using the Quota Detail view

Use the Detail view to see, add, or modify information of a selected record.

The system administrator and users with the appropriate role can use this functionality.

To access the Quota Detail view ,click Quotas on the navigation bar the Quotas List view is displayed. If required ,use the Lookup to select a quota, and then click on the description.

You can perform these actions:

Information Fields

Specify this information:

Description
A brief description of the quota. By default, the description includes the assigned user’s name and time period, but the description can be edited.
Assigned To
The user you are creating the quota for. If necessary, click the Find to lookup and select a different user.
Amount
Specify the quota monetary value.
Active
If selected, indicates that the quota is current. Use this to identify if this is the quota for the current time period. A quota must be active in order to be included in a forecast worksheet.
Start Date
The date to start the quota time period.
End Date
The date the quota time period ends. The End Date is automatically calculated based on your company’s financial settings, but can be edited.
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