Copying Job Forecasts (Release 9.2 Update)

Use the following procedure to copy an existing job forecast to a new job forecast by keeping the same job number and updating the forecast ID and G/L date. Depending on the processing option settings, the attachments and remarks might also be copied with the new job forecast.

To copy a job forecast:

1. Access the Work With Job Forecast form.

2. Select the row that you want to copy and click Copy.

3. On the Copy Job Forecast form, complete these fields and click Copy.

   • Job Number (Auto filled and cannot be updated)

   • Forecast Name (Required)

   • Thru G/L Date

     The forecast includes the general ledger data through the date in the Thru G/L Date field. If you leave this field blank, the system date is used.

The copied job forecasts is listed in the Work With Job Forecasts table.