Cash forecast versions retain their original amounts. Use New version to revise an existing forecast or Copy scenario to explore an alternative. Review the saved detail first so you know which baseline and assumptions you are using as the starting point.
Enter a reason that explains the revision, then review the complete projection before saving. Current posted cash evidence is checked again. If the source or cash accounts changed, prepare a fresh preview rather than treating an older review as approval of the new figures.
Earlier versions remain in the forecast history. Use Version history, Newer versions or Older versions to locate the intended result. A change in the latest version should not be described as though it had always been part of the original plan.
When comparing scenarios, identify the assumption differences and keep their dates visible. An optimistic receipt date and a confirmed receipt date have different evidential weight. Saving both scenarios preserves the alternatives but does not make either future cash movement a posted transaction.
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