1. Job Cost Implementation Guide
  2. Prerequisites

Prerequisites

Before working with forecasts, you must complete the following steps:

  • Verify that the accounts included in the forecast have a start and an end date in the Cost Code Schedule table (F51901).

    Note: If an account does not have a planned start date or actual start date, the system uses the build date from the Forecast Header table (F5101) as the forecast start date.

  • Verify that the accounts included in the forecast have budget amounts.

  • Set up revenue and cost automatic accounting instructions (AAIs) for base company and job company. Revenue accounts include the account range of JCCA01 – JCCA02. Cost accounts include the account range of JCST01 – JCST02.

  • For a summary forecast, set the processing options in the Create Summary Forecast program (R5112).

  • For a detail forecast, set the processing options the Create Detail Forecast program (R5111).