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Creating Automatic Forecast Reduction

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Posted on by rizwan

Hi Ax Community,
I have setup the forecast reduction model in project accounting module as per the URL :

https://stoneridgesoftware.com/creating-automatic-forecast-reduction-in-ax

But I am not getting the expected result , kindly help me out

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Ludwig Reinhard Microsoft Employee on at

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Hello rizwan,

Can you clarify:

- what system version you operate (R2, R3, CU12/13...)

- what you did and what your expected result is?

- you get an error message or simply don't see any result? If so, which form is affected; that is where do you have the problem?

Some screenprints of what you did and comments on what you expect to see would help.

Many thanks,

Ludwig

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Ludwig Reinhard Microsoft Employee on at

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Good Morning rizwan,

Do you have any update for us?

Best regards,

Ludwig

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rizwan 95 on at

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Hi Ludwig,

- what system version you operate (R2, R3, CU12/13...)

- R3

what you did and what your expected result is?

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rizwan 95 on at

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After Setting up the above screen shots , I created the forecast hour transactions then I posted some hour journals but there are not automatic reduction of hours in hour forecast journal

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Ludwig Reinhard Microsoft Employee on at

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Hi rizwan,

What habe you setup in the cost control tab of the project parameters?

You should have a remaining budget control configuration setup there and a remaining forecast model selected there.

Can you please double check and complete also this setup?

Many thanks,

Ludwig

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rizwan 95 on at

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I missed this photo to upload on this thread but I have already setup the cost control before.

Thanks Ludwig for your reply.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

The setup looks ok but maybe the criteria you selected for the forecast reduction are a bit restrictive because you selected so many criteria for hour transactions.

Can you test whether the selection of let's say the category only in the forecast reduction form leads to a reduction in your forecasted amounts?

when doing that please ensure that you have some hour forecasts amount setup in the forecast form and that you have something forecasted with the category selected for forecast reduction.

Best regards,

Ludwig

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rizwan 95 on at

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Hi Ludwig,

I have done all the suggestion which you asked for but unable to get the expected result.

Thanks for your reply and suggestion

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Ludwig Reinhard Microsoft Employee on at

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Mmhh.

Can you share the forecasted hour data that you recorded?

There must be some for the 'current' model that you use

Do you have those data recorded?

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rizwan 95 on at

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