Creating a custom "Forecast" smart field

Creating a custom \"Forecast\" smart field

Hi,

I would like to create a smart field that will return a "forecasted" value.

For example, if Period = 2, the formula should be to sum up the sum up the "Actuals" numbers up to period to plus the "Budget" numbers up to period 12.

I've looked at Peoplebooks and they have an example on how to create a Quarterly Amount smart field. I think this would be the basis for my "forecast" smartfield.

I think what I need to do is do a similar thing where I need to map my 12 Actual and 12 Budget periods to the amountNetPosting### data items.

I then create an event rule to calc out the "forecasted" amount based on the prompted Period #.

I'd like to get some help with the coding of this event rule. I'm not sure how to denote the actuals (ie. ledger type= AA) and the budgets (ie. ledger type= BA) in the calculation.

Or is there a better, simpler approach?

Thanks in advance.

Re: Creating a custom \"Forecast\" smart field

Sorry, meant to say Forecast #s (ledger type = BF) instead of budget #.

Re: Creating a custom \"Forecast\" smart field

Please let me know if you figure this one out. We have the need for the same request. Thanks.