Copy, modify, or delete forecast lines [AX 2012]

Updated: February 4, 2014

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

Use this procedure to process existing forecast transaction lines. You can copy, modify, and delete forecast transaction lines.

  1. Click Inventory management > Inquiries > Forecast > Supply forecast.


    Click Inventory management > Inquiries > Forecast > Demand forecast.

  2. Click Edit to open the Editing of forecast transactions form, and then click the Select button.

  3. In the query form, click the Reset button to clear the selected criteria from the previous query.

  4. On the Range tab, select the criteria that identify the source forecast data that you want to copy, modify, or delete. This could include the forecast model, item number, and customer account. Click OK. The program runs a query to select all the forecast data that meet your criteria. When this data is selected, you can define how to copy, modify, or delete it by using the Editing of forecast transactions form.

    Caution noteCaution

    This step is a prerequisite to using the Editing of forecast transactions form. Without this step, the program selects all forecast lines and updates them. This could result in the unintended duplication of transactions.

  5. In the Management field group of the Editing of forecast transactions form, select:

    • Copy - to copy forecast lines to another forecast model.

    • Update - to modify forecast lines.

    • Delete - to delete forecast lines.

  6. Use the Modifications in field field group to change the parameters of the forecast. Select the check box of the parameter, and then select from the available options.


    Select the Model check box and select a forecast model number. Existing forecast lines are copied to the selected forecast model.

  7. Use the Change of period field group to move the forecast start and end dates forward or backward. Select the check box and use the quantity and period fields to define the time period for moving the forecast dates. You can also enter a negative quantity to move the starting date forward.


    Select the check box, enter 6, and select Months to delay the forecast transaction starting date by 6 months.

  8. Use the Correct field field group to update the actual forecast data.

    • In the Field field, select the criterion that you want to change.

    • In the Factor field, enter a multiplication factor to apply to the criterion that you select, or enter an addition or subtraction constant.


    Select Quantity, and enter a factor of 1.5 to multiply the item quantity by 1.5. Enter a constant of -25 to decrease the item quantity by 25 units.

  9. Click OK to apply the changes.

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