Copy a forecast to a ledger

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

When you copy a project forecast to a General ledger budget, the selected forecast transactions are copied to the General ledger budget.

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

  2. In the Copy forecasts to ledger form, on the General tab, under Include statement, select the statement types to transfer forecast transactions from.

  3. Under Project date, select the date range of the project forecast transactions to copy.

  4. Under Ledger date, select the date range in the General ledger to include the transferred updates.

  5. In the From forecast model field, select a project forecast to copy.

  6. In the To ledger budget model field, select a General ledger budget model to copy the forecast to.

  7. Click OK.

See also

About project budgets and forecasts

Copy forecasts to ledger (class form)

Create forecast models for project budgets