Use this procedure to process existing forecast lines. You can copy, edit, and delete forecast lines.

1. In the Purchase forecastform or the Sales forecastform, click Editto open the Edit budget transactionsform. Click Select.

2. On the Rangetab, select the criteria that identify the source forecast data that you want to copy, update, or delete. This could include the forecast model, forecast date, and item number. Click OK. The program runs a query to select all the forecast data that meet your criteria. When this data is selected, you can define how to copy, edit, or delete it by using the Edit budget transactionsform.

   Note
   This step is a prerequisite to using the Edit budget transactionsform. Without this step, the program selects all forecast lines and updates them. This could result in the unintended duplication of transactions.

3. In the Managementfield group of the Edit budget transactionsform, select:

   • Copyto copy forecast lines to another forecast model.

   • Updateto edit forecast lines.

   • Deleteto delete forecast lines.

4. Use the Modifications in fieldfield group to change the parameters of the forecast. Select the check box of the parameter and select from the available options.

   ExampleSelect the Modelcheck box and select the forecast model number to which you want to copy existing forecast lines.

5. Use the Change of periodfield group to move the forecast start and end dates forward or backward. Select the check box and use the quantity and period fields to define the time period for moving the forecast dates. You can also enter a negative quantity to move the starting date forward.

   ExampleSelect the check box, enter 6, and select Monthsto delay the forecast transaction starting date by 6 months.

6. Use the Correct fieldfield group to update the actual forecast data.

   • In the Fieldfield, select the criterion that you want to change.

   • In the Factorfield, enter a multiplication factor to apply to the criterion that you select, or enter an addition or subtraction constant.

   ExampleSelect Quantity, and enter a factor of 1.5 to multiply the item quantity by 1.5. Enter a constant of -25 to decrease the item quantity by 25 units.

7. Click OKto apply the changes.