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Worker/item profit and loss report (ProjProfitLossEmpl) [AX 2012]

Updated: September 12, 2011

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

Use this report to analyze the profit or loss for projects by worker and by item.

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 a type of project that you want to include on the report. You can select more than one type. You must select at least one project type.

Include transaction types

Select a transaction type that you want to include on the report. You can select more than one type. You must select at least one transaction type.

(Project date)

From date /To date

Specify a starting date and an ending date to include transactions that are posted to projects.

(Ledger date)

From date /To date

Specify a starting date and ending date to include project transactions that are posted to the ledger.

Actual vs. budget

Select Actual to display values that are the sum of actual and budget amounts.

Select Budget to display values that are the net balance of actual amounts less budget amounts.

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.

Skip blank ID

Select whether to exclude rows where the project identification is blank.

Skip zero

Select whether to exclude rows 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.

Show hour

Select whether to display the quantity of hours, the cost value for hours posted to a project, or both in the report.

PL ratio

Select to display a PL ratio column on the report, from the following options:

  • None – Do not display a PL ratio column.

  • Gross margin – Display the gross margin amount for a category, which is calculated as actual revenue minus actual costs.

  • Value-added – Display the gross margin expressed as a percentage of revenue.

  • Both – Display both the Gross margin amount and Value-added percentage columns.

Item number

Click Select. In the Worker/item profit and loss form, in the Criteria field, select an item number to include on the report. To add more than one item, click Add.

Service subscription

Click Select. In the Worker/item profit and loss form, in the Criteria field, select a service subscription to include on the report. To add more than one service subscription, 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

ProjProfitLossEmpl

Location of report in the AOT

SSRS Reports\Reports\ProjProfitLossEmpl

Menu item of the report

ProjListProjProfitLossEmplItem

Navigation to the report

Click Project management and accounting > Reports > Project statements > Profit and loss > Worker/item profit and loss.

The data on this report comes from the following sources:

  • ProjListProjProfitLossEmplItemDP.processReport

  • DirPerson table

  • HcmWorker table

  • InventTable table

  • PROJLISTPROJPROFITLOSSTMP table

  • SMASubscriptionTable

NoteNote

To determine where the data in the temp table 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).

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