How to copy actual month data to forecast month?


I have following module, which is used for manual % input. The percent will be input in a special cases. My problem is that I want to determine do I want to utilize current month (actual percents) for forecast month. I would like to see the functionality as follow:


  • If user will “tap” UsedInForecast? to Boolean lineitem in Current month then system will copy tapped month percent to forecast month.
  • If there is no tap in UsedForecast then the system shouldn’t copy those percent to forecast month

Best Answer

  • Rashmih
    Answer ✓

    Hi ,


    You can create a Boolean field (Temp) to capture the status of the Boolean Field (Used in Forecast?) and then use it Actual+Forecast  as shown below..






    I hope I have understood the problem statement correctly...


    Thanks and regards,