Item forecasts (form)

Article
05/05/2014

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 > Item forecast.

–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 Item 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 Item forecast.

Use this form to create and view item forecast lines.

Tasks that use this form

Copy a forecast item

Edit forecast transactions

Enter forecast transactions

Navigating the form

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

Tabs

Tab	Description
Overview tab	Create item forecast lines. You can also view and modify existing lines.
General tab	Create, view, and modify general information for the selected item forecast.
Item	Create, view, and modify item information for the selected item forecast.
Project	View project information for the selected item forecast.
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.
Inventory dimensions	Create, view, and modify information about the physical attributes and location of the selected item.
Filter	Define criteria to filter the item forecast lines.

Buttons

Button	Description
New	Create an item forecast
Delete	Delete the selected item forecast.
Edit	Open the Edit forecast transactions dialog box to modify, copy, or delete an existing item forecast.
Forecast balances	View selected item forecasts by fiscal period.
Inventory forecast	View the projected inventory transactions for the selected item forecast.
Cash flow forecasts	View the cash flow forecast that is generated for the item forecast.
Inventory	Select the inventory dimensions that are displayed on the Overview tab.
Project	View the general ledger entries for the selected item forecast.
Copy	Copy the selected item forecast to a sales order, an item requirement, or an item consumption record.
Transfer quotation lines	Transfer selected project quotation lines to the item forecast.
Create lines	Generate the individual schedule lines for the forecast based on the settings that you select in the Allocation area. The forecast is then distributed according to date, quantity, and amount.

Fields

Field	Description
Model	The forecast model that the forecast is associated with.
Date	The date for the item forecast.
Project ID	View or select the system identification for the project.
Item number	View or select the system identification for the item.
Item allocation key	The item allocation key that is used in inventory forecast allocation. This field is also used for category-based forecasts.
Sales quantity	The transaction quantity in the item sales unit.
Unit	The unit that the item is sold in.
Cost price	The cost-price per unit for the item forecast.
Currency	The currency for the item forecast. The default currency is entered automatically, but it can be changed.
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.
Method	The method to use for allocating forecast quantities. Select one of the following options: None – No allocation occurs. Period – Use this method to set up a time period for allocating the forecast quantity. When this option is selected, it is used with the Per field, the Unit field, and the End field. Key – The forecast quantity is allocated according to the period allocation key that you specify in the Period key field. You can use this method when you want to take seasonal variation into account.
Per	The number of units in the time interval that is selected in the Unit field. For example, if you enter 1 and select Months in the Unit field, the forecast is allocated by month. If you enter 3 and select Months, the forecast is allocated by quarter
Unit	The forecast time interval. Select one of the following options: Days – The allocation corresponds to the number of days that you specify in the Per field. Months – The allocation corresponds to the number of months that you specify in the Per field. Years – The allocation corresponds to the number of years that you specify in the Per field.
Period key	The period allocation key for allocating the forecast. For more information, see Period allocation categories (form).
End	The ending date of the forecast allocation when you are using the Period method.
Item group	View or select the item group that the forecast is associated with.
Customer account	The customer who is associated with the forecast.
Customer group	The customer group that is associated with the forecast.
Model	View or select the forecast model that is associated with the item forecast.
Report	Select the check box to include the forecast in reporting.
Comments	View or enter a comment about the forecast.
Active	Select the check box to include the forecast in budget reporting. The field cannot be edited for reporting transactions.
Cash flow forecasts	Select this check box to allocate the forecast to the general ledger. The field cannot be edited for reporting transactions. For more information, see Cash flow forecast transactions (form).
Sales tax group	View or select the tax group, if any, that specifies the sales taxes that apply to the forecast.
Item sales tax group	View or select the item tax group, if any, that specifies the item sales taxes that apply to the forecast.
Unit price	View or enter the sales price per item unit. The information is entered automatically, but you can modify it.
Amount	The gross amount that the selected forecast transaction contributes to the forecast.
Price unit	The number of sales units to which the sales price applies. The number is entered automatically, but you can change it.
Sales charges	View or enter the fixed charges on the sales price. The charges are independent of quantity.
Cost price	The cost per inventory unit for the forecast. The cost is entered automatically, but you can change it.
Discount percentage	View or enter the discount expressed as a percentage.
Cash discount amount	View or enter the discount expressed in amount per sales unit.
Gross amount	The gross amount that the selected forecast transaction contributes to the forecast. This figure does not include the discount percentage amount.
Inventory quantity	View or enter the forecast quantity expressed in the item's inventory unit.
Sub-BOM	View or select the BOM number of a specific sub-BOM.
Subroute	View or select the route number of a specific subroute.
Project date	The date of the item forecast. The current date is automatically entered. To change the date, open the calendar.
Project ID	View or select the project identification number for the forecast.
Funding source	View or select the funding source that the forecast is associated with.
Activity number	View or select the activity that is associated with the forecast.
Category	View or select the cost category for the current transaction.
Line property	View or select the line property status for the forecast.
Transaction ID	The system identification for the item forecast.
Cost amount	The item forecast amount.
Active	Select the check box to include the transaction in budget reporting.
Modified by	The identification number of the worker who last modified the selected forecast.
Invoice date	View or enter the expected invoicing date.
Elimination date	View or change the elimination date. When the forecast is created, the elimination date is set to the end date of the project. If the project has no end date, the project date is applied. This applies to fixed-price projects and investment projects only.
Cost payment date	View or enter the expected date for the purchase payment.
Sales payment date	View or enter the expected date for the sales payment.
Financial dimensions	The financial dimensions that were set up in the Financial dimensions form.
Configuration	The specific attributes of the item.
Size	The size of the item.
Color	The color of the item.
Site	View or select the site where the item is located.
Warehouse	View or select the warehouse where the item is stored.
Batch number	The batch number dimension. If you select Edit lines and Explode lines in the upper section of the Receive form, you can change the batch number for the transfer order line.
Location	The location of the item inside a warehouse. If you select Edit lines and Explode lines in the upper section of the Receive form, you can change the location number for the transfer order line.
Pallet ID	The unique identifier for the pallet (Serial Shipping Container Code).
Serial number	The serial number dimension. If you select Edit lines and Explode lines in the upper section of the Receive form, you can change the serial number for the transfer order line.
Filter	Make selections to filter the information that is displayed in the Item forecasts form.