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Recover Billing Schedules
Update Forecast Status from Processing to Pending Forecast or Forecasted so stuck billing schedules can be included in the next forecast run.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information. |
| User Permissions Needed | |
|---|---|
| To recover billing schedules from a failed forecast run: | Recover Forecast Billing Schedules user permission |
When a billing forecast run fails partway through, some billing schedules can remain with Forecast Status set to Processing. A user with the Recover Forecast Billing Schedules user permission can update Forecast Status from Processing to either:
- Pending Forecast: The schedule is queued for the next forecast run.
- Forecasted: The schedule is marked as already reflecting current forecast data, without running a forecast on it again.
Performing this action changes the forecast status only. It doesn’t change the billing schedule Status used for invoicing.
To recover billing schedules:
- Open the billing schedule that has Forecast Status set to Processing.
- Change Forecast Status to Pending Forecast or Forecasted.
After you recover the schedules, run forecast again if you need updated Billing Forecast records. For a Once run that refreshes matching schedules, select Recalculate All Forecast Lines. See Schedule Billing Forecast Runs.
