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Customer payment retention report (PSACustomerRetention) [AX 2012]

Updated: July 25, 2012

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

Use the Customer payment retention report to view a summary of all customer payment retention amounts for a customer, project contract, project, or billing rule, or for any combination of these criteria.

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.

In the Customer payment retention summary field, select how you want to organize the report information. You can create a report by customer, contract, project, or billing rule. The combination of filters that you select determines what is displayed on the report. For example, if you select Contract, the customer payment retention totals by project contract are displayed on the report. If there are no customer payment retention amounts that meet the criteria that you select, the report is empty.

Field

Description

Customer payment retention summary

Select how you want the report to be organized.

Customer account

Select the customer whose retention amounts you want to include on the report.

Contract

Select the project contract ID for which to view customer retention amounts.

Project

Select the project ID for which to view customer retention amounts.

Billing rule

Select the billing rule for which to view customer retention amounts.

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

PSACustomerRetention

Location of report in the AOT

SSRS Reports\Reports\PSACustomerRetention

Menu item of the report

Customer payment retention

Navigation to the report

Click Project management and accounting > Reports > Retention > Customer payment retention.

The data on this report comes from the following sources:

  • PSACustomerRetentionDP.processReport

  • PSACustomerRetentionTmp table

    NoteNote

    To determine where the data in the temp table comes from, view the cross-references for the RFQSendDP.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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