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01-01-2007, 08:00 PM | #1 (permalink) |
Join Date: Nov 11 2005
Posts: 9
Rep Power: 0 | annual service and product revenue Do you need to reset Helios at beginning of year to figure out clients annual service and product revenue? If so how do you do this? Can you go back and view previous years once reset? |
01-01-2007, 08:23 PM | #2 (permalink) |
Join Date: Jan 25 2000 Location: CT
Posts: 1,768
Rep Power: 25 | Re: annual service and product revenue Management ... Initialize ... Clients Will reset the YTD info on the Summary tab in Helios. You should backup first. The PTD values remain ... which would be Life to date numbers of the client. No, you can not look at prior year numbers once reset ... unless you take a copy of the data to another system to be able to look back that the database at that point. |
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