Approving changes to a sales activity

You can inspect all the sales activities from the sales activity list. If a forecaster altered a sales activity in a package and uploaded the changes to the M3 DMP server, the action status of the affected sales activities describe the suggested modification of the sales activity. You can inspect the effects on a sales activity by selecting Sales Activity Properties .

You can also inspect the sales activities in the pivot sheet by selecting Sales Activities > View Sales Activity . The sales activity with a different activity state is colored differently if Coloring on Sales Activity View setting is selected.

To make decisions on the suggested changes, you can accept or reject the suggestions.

This table shows the description of the actions:

Option	Description
Accept Action	Select one or more sales activities and accept the requested changes using Accept Action . The accept action updates the information on the sales activity in the change list and makes the corresponding updates in the database to the forecast. Once the action is accepted, the action status is cleared.
Reject Action	Select one or more sales activities and reject the requested changes using Reject Action . The reject action updates the information on the sales activity in the sales activity list to its original values. The corresponding updates in the database to the forecast are deleted. Once the action is accepted, the action status is cleared.

During the following forecast cycles the updated sales activities are included in the packages. If the sales activities are not accepted or rejected by the administrator, they are not included in the package until the administrator accepts or rejects them. During package creation, the administrator is informed if this occurs.
To remove the sales activities from the list, select the sales activity and click Revoke and Delete Sales Activity .

Note: You must be logged on as administrator to perform this task.