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Use this form to view budget updates that are generated by the current project forecast transaction.

Based on the quantity, cost price, sales currency, project, category, and the dates entered in the forecast transaction, the budget updates simulate how the ledger updates would look if they were actual transactions.

Navigating the form

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

Tabs

Tab

Description

Overview tab

View ledger posting information for the budget transaction lines.

General tab

View project information for the budget transaction lines.

Dimension tab

View dimension information for the budget transaction lines.

Fields

Field

Description

Transaction date of the project forecast transaction.

The account number being used for transfer to the ledger.

Posting type is a specification of the type of transaction.

Specifies whether the transaction contains a cost or sales value.

The transaction amount in the company currency.

The forecast model number that is used in the transaction.

The date of the project transaction.

The project ID.

The number of the activity associated with the transaction.

The category that is entered in the forecast transaction.

Identification of the employee or item.

The project type.

The type of forecast transaction.

Identification of line.

The number of hours involved in the transaction.

View the payment status of the transaction.

View the payment date of the transaction.

View the date of when the transaction would be posted to the ledger.

View the posting type of the transaction.

View the account number to be transferred to the ledger.

Specifies whether the transaction is generated by elimination.

Specify a department, cost center, and purpose. See also Dimensions.

Specify a department, cost center, and purpose. See also Dimensions.

Specify a department, cost center, and purpose. See also Dimensions.