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Use this form to enter expected, on-account transactions for a project. In this form, information about on-account transactions 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

Navigating the form

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




Overview tab

Enter new forecast transactions with the expected sales prices for the transaction.

General tab

View additional identification information.

View or enter date information.

Dimension tab

View or maintain dimensions for the forecast transaction.




View how budget transactions are posted in General ledger.

Transfer the forecast transaction to an on-account transaction on the current project.

Register quotation lines of the type On account as on-account forecast lines.




Forecast model number.

Project transaction date.

Shows the project number. This is either automatically generated from number sequence or manually entered.

Sales price per unit for the budget transaction.

Identification of transaction.

Text describing the transaction.

Currency for invoicing of transaction.

Specify the cost in the foreign currency.

Expected date of invoice.

Expected elimination date.

Expected payment date of the revenue.

Specify the department attached to the forecast.

Specify a cost center attached to the forecast.

Specify a purpose for the forecast.