Using the "Carry Forward From" option

­­General Discussions
41

This information was very helpful.

42

Thank you for sharing!

43

Thanks for sharing. Good to get additional insight.

44

Good information, thank you!

45

thanks for the insight.

46

Lots of great info here, thanks for sharing!

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47

interesting! might have to try something similar

48

Wow! Very creative approach. Thanks for sharing it.

49

Looks Good. look forward to more tips

50

Thank you for sharing.

51

Good work! Thanks for sharing.

52

Thanks for sharing! This is very interesting

53

Thanks for sharing.Great information.

54

Thanks for sharing the good information

55

Unfortunately I am not sure i can help with this.

56

This is a great idea, thanks!

57

We use named sets to help us determine actual vs forecasted months. Not the solution you are looking for unfortunately!

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58

I use the carry forward from actuals for our forecasting and have found it useful but we need to figure out a way of overwriting the actuals for a GL where we don’t have actual data in our ERP. I figured that we could journal the information in Prophix and that might work as it would create an ‘actual’ but I have yet to try it.

2 Likes
59

Great solution. Thanks!

60

We use a combination of EOMONTH formula and an IF statement to determine which months are actuals and which months are forecast. This allows us to see which months produce actuals in templates based on the roll forward for “current month” in the model manager.

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