On-account forecasts (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 Project management and accounting > Inquiries > Forecasts > On-account.

–or–

Click Project management and accounting > Common > Projects > All projects. Select or open a project. On the Action Pane, on the Plan tab, in the Forecast group, click On-account forecasts.

–or–

Click Project management and accounting > Common > Projects > Project contracts. Select or open a project contract. On the Action Pane, on the Plan tab, in the Forecast group, click On-account forecast.

Use this form to enter on-account transactions that you anticipate for a project. Information about on-account transactions that are entered in this form is used for general budgeting purposes. You can also use this form to copy a forecast transaction line and transfer the line to an on-account transaction.

Tasks that use this form

Edit forecast transactions

Enter forecast transactions

Navigating the form

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

Tabs

Tab	Description
General tab	View additional identification information.
Dates	View or enter date information.

Buttons

Button	Description
General ledger preview	View the general ledger entries for the selected transaction.
Copy	Transfer the forecast transaction to an on-account transaction on the current project.

Fields

Field	Description
Forecast model	Select a forecast model.
Project date	Select a project transaction date.
Project ID	Select the ID of the project that you want to associate the forecast transaction with.
Description	Type a description of the transaction.
Sales currency	Select the currency in which to invoice the transaction.
Sales price	The sales price per unit for the forecast transaction. This amount is calculated automatically based on the price per unit in selected exchange currency, but you can modify this amount.
Budget type	The type of budget information that this forecast holds: Original - The forecast holds the budget amount that was first committed. Remaining - The forecast holds the budget amount that is remaining. This amount is reduced by transactions and increased or decreased by budget revisions. Revision – The forecast holds the amounts by which a remaining budget was changed. None – The forecast is not used for budget control.
Funding source	The funding source from which funds are allotted to pay for this transaction.
Transaction ID	The ID that identifies this transaction.
Exchange rate	The exchange rate for the currency selected in the Sales currency field. This rate may be provided automatically by Microsoft Dynamics AX, but you can edit the rate if necessary.
Invoice date	Select the expected date for the invoice.
Elimination date	Select the expected elimination date.
Sales payment date	Select the expected payment date of the revenue.
Financial dimensions	The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.
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.