Copy forecasts (class form) [AX 2012]

Updated: May 10, 2011

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.

–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.

–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 from forecast.

Use this form to copy one project forecast model to another model, or to copy only specific transaction types from one model to another.

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

Button

Description

Select

Open a query and select the data to be included.

Recurrence

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

Alerts

Modify or set up alerts for the batch job.

Field

Description

Include transactions

Select the check box for each transaction type that you want to copy.

From date and To date

Specify a date range to identify which project forecast transactions should be included.

From forecast model and To forecast model

Select which project forecast model to copy and where it should be copied to.


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

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