Copy a forecast to a ledger [AX 2012]
Updated: February 22, 2011
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.
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Click Project management and accounting > Periodic > Forecasts > Copy forecasts to ledger.
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In the Copy forecasts to ledger form, on the General tab, under Include statement, select the statement types to transfer forecast transactions from.
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Under Project date, select the date range of the project forecast transactions to copy.
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Under Ledger date, select the date range in the General ledger to include the transferred updates.
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In the From forecast model field, select a project forecast to copy.
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In the To ledger budget model field, select a General ledger budget model to copy the forecast to.
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Click OK.
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