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Project on-account (2 periods) report (ProjOnAccProj2Prd) [AX 2012]

Updated: September 26, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this report to view on-account invoices by project for two separate date ranges.

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Include project types

Select the project types that you want to include on the report. You must select at least one project type.

(Ledger date - period 1)

From date / To date

Specify a starting date and an ending date to include project transactions that were posted to the ledger for the first period.

(Ledger date - period 2)

From date / To date

Specify a starting date and an ending date to include project transactions that were posted to the ledger for the second period.

Actual vs. budget

Select Actual to display actual values on the report.

Select Budget to display budgeted values on the report.

Forecast model

Select the forecast model that you want the report to use.

NoteNote

If you are using project budget control, select the budget forecast model that is used by this project.

Project view

Select how you want to display the first column of the report.

Project level

Specify the number of subproject levels:

  • Select 0 to display all projects that are summarized on one line.

  • Select 1 to display only parent projects.

  • Select 2 to display subprojects.

NoteNote

The subprojects below the parent project level are summarized on one line, and an asterisk (*) indicates that the summarized number includes subprojects below the first subproject level.

Skip blank ID

Select whether to exclude transactions that are not associated with a project ID.

Skip zero

Select whether to exclude all rows on the report where the amounts are equal to zero.

Show amount

Select how you want decimals to appear on the report. Select from the following options:

  • With decimals – Amounts are displayed to two decimal places of your company currency.

  • Without decimals – Amounts are rounded to integers.

  • Amount in 1,000 – Amounts are rounded to the nearest 1,000 units of your company currency.

  • Amount in 1,000,000 – Amounts are rounded to the nearest million units of your company currency.

Project

Click Select. In the Project on-account (2 periods) form, in the Criteria field, select a project to include on the report. To add more than one project, click Add.

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

ProjOnAccProj2Prd

Location of report in the AOT

SSRS Reports\Reports\ProjOnAccProj2Prd

Menu item of the report

ProjListProjOnAccountProj2ColumnPeriod

Navigation to the report

Click Project management and accounting > Reports > On-account > Project on-account (2 periods).

The data on this report comes from the following sources:

  • ProjListProjOnAccountProj2ColDP.processReport

  • PROJLISTPROJONACCOUNTTMP table

  • ProjTable table

NoteNote

To determine where the data in the temp tables comes from, view the cross-references for the ProjListProjOnAccountProj2ColDP.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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