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Project transactions report (ProjListTransProject) [AX 2012]

Updated: October 11, 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 details of transactions that are posted to projects as of a specified date.

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

Invoice

Select whether to include transactions on the report from the following options:

  • Nonchargeable – Include transactions for which you do not invoice a customer.

  • Chargeable – Include transactions for which you send customer invoices.

  • Invoiced – Include transactions that you have already invoiced to customers.

Project ID

Click Select. In the Transactions - project form, select a project ID to include on the report. To add more than one project, click Add.

Hours - Project date

Click Select. In the Transactions - project form, select a starting date for hour transactions in projects to include on the report. To add more than one starting date for hour transactions, click Add.

Expense - Project date

Click Select. In the Transactions - project form, select a starting date for expense transactions in projects to include on the report. To add more than one starting date for expense transactions, click Add.

Fee - Project date

Click Select. In the Transactions - project form, select a starting date for fee transactions in projects to include on the report. To add more than one starting date for fee transactions, click Add.

Items - Project date

Click Select. In the Transactions - project form, select a starting date for item transactions in projects to include on the report. To add more than one starting date for item transactions, click Add.

On-account - Project date

Click Select. In the Transactions - project form, select a starting date for on-account transactions in projects to include on the report. To add more than one starting date for on-account transactions, 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

ProjListTransProj

Location of report in the AOT

SSRS Reports\Reports\ProjListTransProj

Menu item of the report

ProjListTransProject

Navigation to the report

Click Project management and accounting > Reports > Transactions > Project transactions.

The data on this report comes from the following sources:

  • ProjListTransProjDP.processReport

  • ProjCostTrans table

  • ProjCostTransSale table

  • ProjEmplTrans table

  • ProjEmplTransSale table

  • ProjItemTrans table

  • ProjItemTransSale table

  • ProjOnAccTrans table

  • ProjOnAccTransSale table

  • ProjRevenueTrans table

  • ProjRevenueTransSale table

  • ProjTable

  • TmpProjTransList table

NoteNote

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