Copying a sales forecast

Open: Planning > Sales Forecasts > Records > Copy Sales Forecast.

  1. Select the existing sales forecast to copy.
  2. Enter a unique reference for the new forecast.
  3. To use your company's financial year, select the Financial check box. To use the calendar year, leave the check box clear.

    4. The Start Date and End Date of the chosen year display automatically.

  4. To save the forecast, click OK.

    5. The forecast is saved with the new reference.

    You can amend the forecast if required.

See also

Other tasks

Creating a sales forecast

Amending a sales forecast

Deleting a sales forecast