Edit forecast transactions

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

1. Click Project management and accounting > Inquiries > Forecasts.

2. Select the forecast type you want to edit.

3. Select the transaction that you want to modify, and then click the Edit button to open the Edit forecast transactions form.

4. In the Management area, select whether to copy, update, or delete the estimate.

5. In the Modifications in field area, select the check boxes for the areas that you want to change, and then select the new values for those areas from the adjacent lists.

6. If you want to extend the forecast date, do the following in the Change of period area:

   1. Select the check box.

   2. In the Quantity field, type a number that indicates how long you want to extend the period.

   3. In the Period group, select the unit of time by which you want to extend the forecast.

      Example

      If you want to extend the forecast date by six months, type 6 in the Quantity field and select the Months option.

7. Click OK to update the selected forecast transaction.

See also

Edit forecast transactions (form) (Project)

Expense forecasts (form)

Item forecasts (form)

Expense forecasts (form)

Fee forecasts (form)

On-account forecasts (form)

Enter forecast transactions