Process Tab

1. Allow Edit for Forecast at Review Status

Use this processing option to specify whether to allow users to edit a job forecast when it is at the In Review status. Values are:

Blank: Do not allow edit

1: Allow edit

2. Allow Refresh Balances

Use this processing option to specify whether the user can refresh current balances that are stored in the Job Forecast Details table (F51F110). If you leave this option blank, users can select a forecast on the Work With Job Forecast form, and then select the Refresh Balances option from the Row menu. If you do not allow the refresh, the system does not display the menu option.

Additionally, if you allow refresh, the system uses the value in processing option 1 on this tab to determine whether to allow the balance refresh feature when the forecast is at Review status. Values are:

Blank: Do not allow refresh

1: Allow refresh

3. Allow Status Change for Approved Forecast

Use this processing option to specify whether the user can change the job forecast status when the forecast is at the Approved status (90).

Values are:

Blank: Do not allow status change

1: Allow status change

4. Update Projected Final when Forecast Status Approved

Use this processing option to determine whether Projected Final Amounts/Units (HA/HU) are updated in the Account Balances (F0902) table when the forecast is moved to Approved status. Values are:

Blank: Do not update Projected Final

1: Update Projected Final

5. Update Field Progress When Forecast Status Approved

Use this processing option to specify whether Field Progress Amounts/Units (FA/FU) are updated in the Account Balances table (F0902) when the forecast is moved to Approved status. This processing option is only valid when the Update Projected Final when Forecast Status Approved option is set to 1. Values are:

Blank: Do not Update Field Progress

1: Update Field Progress

6. Level of Rollup (Release 9.2 Update)

Use this processing option to specify the level of rollup to use for forecasting. You can choose to allow forecasters to roll up accounts at a level of detail 8 and 9 under accounts at a level of detail of 7, or you can choose to allow forecasters to roll up accounts at a level of detail 9 under accounts at a level of detail of 8.

When you specify a level of detail for rollup and the method of computation is W, Y, or Z on the lower level account, you must then change the method of computation on the higher level accounts I (inclusion) to roll the amounts up. The system uses the sum of actual amounts and units for all higher level of detail accounts with a computation method of I in the calculation of forecasted projected final amount and units of the lower level account. If you leave this option blank, the system uses level of rollup 8. Values are:

7: Use the sum of the current actual amounts and units for accounts with method of computation of I at levels of detail 8 and 9.

8: Use the sum of the current actual amounts and units for accounts with method of computation of I at level of detail 9.

7. Override G/L Date (Release 9.2 Update)

Use this processing option to specify whether you allow the user to enter an override G/L Date when you move the forecast to status 90 (approved) and also, processing options 4 or 5 (listed above) are set to 1 (update). If you enter 1 in this option, the system displays a pop up window for the user to specify the override G/L date when the status is moved to approved, and the system is set to update the F0911 upon approval. Values are:

Blank: Do not override.

1: Override G/L date.

8. Bypass Date Editing (Release 9.2 Update)

Use this processing option to specify whether the system performs date editing when you move the forecast to status 90 (approved). If you bypass date editing, the system does not produce any warnings or errors if you attempt to post amounts to prior or future periods. If you choose to use date editing, the system uses the standard editing you have set up in the JD Edwards EnterpriseOne Financials system. Values are:

Blank: Edit G/L date. Use this option to perform standard date editing.

1: Do not edit G/L date. Use this option to bypass date editing.

9. Allow Status Change at Approved for Alternate Ledger Status (Release 9.2 Update)

Use this processing option to specify whether the user can change the job forecast status when the forecast is at the Approved for Alternate Ledger status (95).

Values are:

Blank: Do not allow status change

1: Allow status change

10. Copy Attachments and Remarks from Prior Forecast (Release 9.2 Update)

Use this processing option to specify whether you want to copy the attachments from the related prior forecast to the new forecast. Values are:

Blank: Do not copy attachments

1: Copy attachments

11. Bypass Forecast Status Warning (Release 9.2 Update)

Use this processing option to bypass the warning when changing the forecast status after the account balances have been updated with the project forecast and projected final amounts and units. Values are:

Blank: Do not bypass the warning

1: Bypass the warning