Edit forecast transactions (form)

Article
10/09/2018

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

Click Inventory management > Inquiries > Forecast > Demand forecast. Click Edit.

Use this form to copy, update, or delete existing forecast transactions. You can process multiple transactions at one time. To process multiple forecast transactions, follow these steps:

In the Management section of the form, select whether to copy, update, or delete the selected forecast transactions.
Click the Select button to open a query form, and then select the criteria that identify the forecast transactions that you want to process. We recommend that you include the forecast model, item number, and customer account in the query.
On the General tab, specify the changes that you want to apply to the selected forecast transactions, and then click OK.

The changes that you make in this form update the Inventory forecast form. Inventory forecast transactions that originate from the demand forecast are negative.

Tasks that use this form

Copy, modify, or delete forecast lines

Edit forecast transactions

Navigating the form

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

Tabs

Tab	Description
General tab	Specify the changes that you want to make to the selected forecast transactions.
Financial dimensions	View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Buttons

Button	Description
Select	Open a query form that you can use to filter and sort the forecast transactions that you want to copy, update, or delete. Before you define criteria, click the Reset button to clear the previous query. Note The forecast transactions that are selected based on the criteria that you define are not displayed in the form.

Select

Open a query form that you can use to filter and sort the forecast transactions that you want to copy, update, or delete.

Before you define criteria, click the Reset button to clear the previous query.

Note

The forecast transactions that are selected based on the criteria that you define are not displayed in the form.

Fields

Field	Description
Copy	Select this option to copy the selected forecast transactions and create new transactions. To modify the existing forecast parameters before you copy the transactions, specify the changes on the General tab.
Update	Select this option to update the selected forecast transactions. Specify the changes on the General tab.
Delete	Select this option to delete the selected forecast transactions.
Modifications in field field group	Use these fields to change the parameters of the selected forecast transactions. Select the check box, and then select a value in the drop-down list.
Quantity	Enter the number of days, weeks, or months by which to extend the forecast transactions.
Days	Select this option to extend the forecast transactions by the number of days that you entered in the Quantity field.
Months	Select this option to extend the forecast transactions by the number of months that you entered in the Quantity field.
Years	Select this option to extend the forecast transactions by the number of years that you entered in the Quantity field.
Correct field field group	Configure changes to apply to the selected forecast transactions.
Field	Select the transaction criteria to modify for the selected forecast transactions.
Factor	Enter a multiplication factor to apply to the selected transaction criteria.
Constant	Enter an addition constant to apply to the selected transaction criteria.
Financial dimensions	The financial dimensions that were set up in the Financial dimensions form.
Where the %1 dimension is used	The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.