Copy forecasts to ledger (class form)

  • Article

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

Click Project management and accounting > Periodic > Forecasts > Copy forecasts to ledger.

–or–

Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Plan tab, in the Maintain forecast group, click Copy forecasts to ledger.

–or–

Click Project management and accounting > Common > Projects > Project contracts. On the Action Pane, on the Plan tab, in the Maintain forecast group, click Copy forecasts to ledger.

Use this form to transfer a forecast model or specific transaction types from a project forecast model to a general ledger budget model.

Tasks that use this form

Copy a forecast to a ledger

The following links and tables provide descriptions for the controls in this form.

Enter criteria on the General tab

Submit a batch processing job from a form

Copy a forecast to a ledger

Buttons

Button

Description

Select

Open a query and then click Select to determine data to be included. View the data selections in the Select query.

Recurrence

Change the starting time and date of the batch job or set up a recurring batch job by selecting Recurrence.

Fields

Field

Description

Include statement

Select the project forecast transaction types to transfer:

  • Profit and loss

  • WIP

  • Payroll allocation

Project date

Specify the From date and To date for including transactions posted to the project.

Ledger date

Specify the From date and To date for including transactions posted to the ledger.

From forecast model

Select the project forecast model transactions that you want from the general ledger.

To ledger budget model

Select the ledger budget model to which you will transfer the forecast transaction budget updates.

Reverse previously transferred

Select this check box to reverse project forecast transactions that have already been transferred and posted to the same ledger budget model.

Transfer sales currency

Select this check box to transfer the sales currency to the ledger instead of the standard accounting currency.

See also

Copy forecast model transactions

Create forecast lines

Copy, modify, or delete forecast lines

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).