1. Advanced Job Forecasting Implementation Guide
  2. Manually Updating the Status of a Job Forecast

Manually Updating the Status of a Job Forecast

To update the status of a job forecast:

  1. Access the Work With Job Forecast form.

  2. Search for and select the forecast that you want to update.

  3. On the Edit Job Forecast form, update the Forecast Status field to one of these values:

    • Open (10)

    • In Review (50)

    • Approved (90)

      You can enter this status code only if the forecast has been at status 50 already.

    • Approved for Alternate Ledger (95) (Release 9.2 Update)

      You can enter this status code only if the forecast is currently at status 90.

    • User-defined status code

      The system does not restrict you from entering user-defined status codes on the forecast. However, all processing is based on the three status codes listed above. If you enter a user-defined code in this field, the system does not perform any processing or updates other than to update the F51F100 record with the status code value.

  4. Click OK.

  5. (Release 9.2 Update) If you have set the processing options to enable users to manually enter a G/L date, the Override Posting G/L Date window appears. Enter the date and then click Save.