Worker/item WIP report (ProjWIPEmpl)

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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 analyze work in process transactions on projects by worker and by item for a specified date range.

How to filter the data on this report

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 corresponding check boxes to include each project type in the report.

Note

If you do not select a project type, all project types are displayed on the report.

Include transaction types

Select the corresponding check boxes to include each transaction type in the report. 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. If you do not select dates, all transactions are displayed on the report.

(Ledger date)

From date / To date

Specify a starting date and ending date to include project transactions that are posted to the ledger. If you do not select dates, all transactions are displayed on the report.

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.

Note

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

Skip blank ID

Select this check box to exclude from the report any expense and fee transactions that are not attached to a worker or item and to exclude any on-account transactions.

Skip zero

Select this check box to exclude all rows in the report where the amounts are equal to zero.

Show amount

Select decimal formatting for the amounts in 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 on the report.

How to work with reports

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

Details of this 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

ProjWIPEmpl

Location of report in the AOT

SSRS Reports\Reports\ProjWIPEmpl

Menu item of the report

ProjListProjWIPEmplItem

Navigation to the report

Click Project management and accounting > Reports > Project statements > WIP > Worker/item WIP.

Where the data in this report comes from

The data on this report comes from the following sources:

  • ProjListProjWIPEmplItemDP.processReport

Note

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