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Fixed-price projects - profit and loss backlog report (ProjListEstimateprodBacklogPL) [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 create a profit and loss backlog report. The profit and loss backlog provides an overview of how much profit remains to be posted to profit and loss accounts for the current estimate projects. The profit and loss backlog is created when the accumulated amount is subtracted from the total estimate amount.

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

Period code

Select a period code for estimate projects. The period code that you select determines the estimate date range.

Estimate date

Select an estimate date that you want to include on the report.

Include eliminated projects

Select whether to include projects that have previously been eliminated.

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

ProjListEstimate

Location of report in the AOT

SSRS Reports\Reports\ProjListEstimate

Menu item of the report

ProjListEstimateprodBacklogPL

Navigation to the report

Click Project management and accounting > Reports > Estimates > Backlog > Fixed-price projects - profit and loss backlog.

The data on this report comes from the following sources:

  • ProjListEstimateDP.processReport

  • ProjListEstimateTmp table

  • ProjWIPTable

NoteNote

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