(RUS) Query function setup (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click General ledger > Setup > Financial reports generator > Functions. Select a line, and then click Setup.
Use this form to set up query functions that are used to calculate requisites.
Task that uses this form
(RUS) Set up the functions directory for electronic reporting
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Type of transactions |
Enter the parameters to filter transactions by. Note This tab is available only when you select Transactions, Constant, or Function query in the Line type field. |
Operations/Tax |
Enter information to filter transactions by accounting type. Note This tab is available only when you select Transactions in the Line type field. |
Type of operation |
Enter information to filter transactions by transaction type. Note This tab is available only when you select Transactions in the Line type field. |
Financial dimensions |
Enter the dimension name and the dimension range to filter transactions by financial dimensions. |
Budget |
Enter parameters to filter budget-related transactions. Note This tab is available only when you select Budget in the Line type field. |
Tax registers |
Enter information to filter tax-related transactions. Note This tab is available only when you select Register in the Line type field. |
Constant |
Set up the constant value to filter transactions by. Note This tab is available only when you select Constant in the Line type field. |
Query |
Set up the period of calculation for the query. Note This tab is available only when you select Function query in the Line type field. |
Contractor |
Enter information to filter transactions for the Contractor line type. Note This tab is available only when you select Contractor in the Line type field. |
Requisite |
Set up the fixed requisite to filter transactions by. Note This tab is available only when you select Fixed requisite in the Line type field. |
Buttons
Button |
Description |
---|---|
Account interval |
Set up the range of ledger accounts and offset accounts that the cell values are calculated for during reporting. Note This button is available only when you select Interval in the Account interval or Offset interval field. |
Edit the query |
Open the Query wizard form, where you can create and set up query parameters to calculate cell values for the Function query line type. Note This button is available only when you select Function query in the Line type field. |
Up |
Move the selected line one position up. |
Down |
Move the selected line one position down. |
Fields
Field |
Description |
---|---|
Operator |
Select the mathematical operator that is applied to the calculated value, from the following options:
|
Line type |
Select the data source for the report, from the following options:
|
Type of operation |
Select the type of operation from the following options:
|
Balance type |
Select whether the balance on the starting date or ending of the reporting period is used on the report, from the following options:
Note This field is available only when you select Balance, Credit balance, Debit balance, Active balance (debit), or Passive balance (credit) in the Type of operation field. |
Period |
Select a voucher calculation period. |
Account interval |
Select whether the mathematical sign is applied to the balance of a ledger account or account interval, from the following options:
|
Account |
Select the account number whose balance the mathematical sign is applied to. Note This field is available only when you select Account in the Account interval field. |
Offset interval |
Select from the following options to specify one or several offset accounts:
Note This field is available only when you select Turnover in correspondence, Turnover in correspondence credit, or Turnover in correspondence debit in the Type of operation field. |
Offset account |
Select an offset account number. Note This field is available only when you select Account in the Offset interval field. |
Transaction usage |
Select the type of transactions that are used to calculate the cell values, from the following options:
|
Posting layer |
Select a posting layer that has transactions to include on the report, from the following options:
Note This field is available on the Operations/Tax tab when you select Transactions in the Line type field. |
Transaction type |
Select a transaction type. Note This field is available on the Type of operation tab when you select Transactions in the Line type field. |
Reference |
Select a dimension type. |
From |
Select the starting code for the dimension range for the transactions that are included on the report. |
To |
Select the ending code for the dimension range for the transactions that are included on the report. |
Budget model |
Select a budget model number for the report. Note This field is available on the Budget tab only when you select Budget in the Line type field. |
Register code |
Select a register code. Note This field is available on the Tax registers tab only when you select Register in the Line type field. |
Register field |
Select a register field. |
Data |
Enter a value that is used in the calculation. Note This field is available on the Constant tab only when you select Constant in the Line type field. |
SQL statement |
The query as a Structured Query Language (SQL) statement. |
Balance detail |
Select an option to indicate whether the balance is from a document, agreement, or contractor. Note This field is available on the Contractor tab only when you select Contractor in the Line type field. |
Fixed requisite |
Select a requisite for the report cell. Note This field is available on the Requisite tab only when you select Fixed requisite in the Line type field. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).