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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.
Tabs
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Tab |
Description |
|---|---|
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Enter new forecast transactions with the expected sales prices for the transaction. |
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View additional identification information. |
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View or enter date information. |
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View or maintain dimensions for the forecast transaction. |
Buttons
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Button |
Description |
|---|---|
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View how budget transactions are posted in General ledger. |
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Transfer the forecast transaction to an on-account transaction on the current project. |
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Register quotation lines of the type On account as on-account forecast lines. |
Fields
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Field |
Description |
|---|---|
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Forecast model number. |
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Project transaction date. |
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Shows the project number. This is either automatically generated from number sequence or manually entered. |
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Sales price per unit for the budget transaction. |
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Identification of transaction. |
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Text describing the transaction. |
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Currency for invoicing of transaction. |
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Specify the cost in the foreign currency. |
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Expected date of invoice. |
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Expected elimination date. |
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Expected payment date of the revenue. |
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Specify the department attached to the forecast. |
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Specify a cost center attached to the forecast. |
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Specify a purpose for the forecast. |
