Copy forecast model transactions [AX 2012]

Updated: February 19, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can create a forecast model by copying an existing forecast. In doing so, you copy the forecast transactions of one forecast model to the forecast model that you are creating. You can control the content of the new forecast model by including only specific transaction types or transactions from a specific time period.

  1. Click Project management and accounting > Periodic > Forecasts > Copy forecasts.

  2. In the Copy forecasts form, on the General tab, under Include transactions, select the transaction types that you want to copy to another forecast model.

  3. In the From date and To date fields, define a date range for the forecast transactions to be copied.

  4. In the From forecast model and To forecast model fields, select the forecast models to copy from and to.

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