Worker/item profit and loss (actual vs. budget) report (ProjProfitLossEmpl2Column)
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 profit or loss on projects by worker and item and to compare actual values to budgeted values.
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 筛选报表上的数据.
Field |
Description |
|---|---|
Include project types |
Select the project types that you want to include on the report. You must select at least one project type. |
Include transaction types |
Select the transaction types that you want to include on the report. You must select at least one transaction type. |
(Project date) From date / Break date / To date |
Select a starting date and an ending date to include transactions that are posted to projects. 备注 When you select Sum in the Actual vs. budget field, the break date that you enter determines where the calculation of Actual ends and the calculation of Budget starts. |
(Ledger date) From date / Break date / To date |
Select a starting date and an ending date to include transactions that are posted to the ledger. 备注 When you select Sum in the Actual vs. budget field, the break date that you enter determines where the calculation of Actual ends and the calculation of Budget starts. |
Actual vs. budget |
Select from the following options:
|
Forecast model |
Select the forecast model that you want the report to use. 备注 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 transactions that are not associated with a project ID. |
Skip zero |
Select whether to exclude all rows on the report where the amounts are equal to zero. |
Show amount |
Select how you want decimals to appear on the report. Select from the following options:
|
Item number |
Click Select. In the Worker/item profit and loss (actual vs. budget) form, in the Criteria field, select an item number to include on the report. To add more than one item number, click Add. |
Service subscription |
Click Select. In the Worker/item profit and loss (actual vs. budget) form, in the Criteria field, select a service subscription to include on the report. To add more than one service subscription, click Add. |
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 |
ProjProfitLossEmpl2Column |
|
Location of report in the AOT |
SSRS Reports\Reports\ProjProfitLossEmpl2Column |
|
Menu item of the report |
ProjListProjProfitLossEmplItem2Column |
|
Navigation to the report |
Click Project management and accounting > Reports > Project statements > Profit and loss > Profit and loss (actual vs. budget) > Worker/item profit and loss (actual vs. budget). |
Where the data in this report comes from
The data on this report comes from the following sources:
ProjListProjProfitLossEmplItem2ColDP.processReport
DirPerson table
HcmWorker table
InventTable
PROJLISTPROJPROFITLOSSTMP table
SMASubscriptionTable
备注
To determine where the data in the temp table comes from, view the cross-references for the ProjListProjProfitLossEmplItem2ColDP.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.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
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).