Project on-account (actual vs. budget) report (ProjOnAccProj2Column) [AX 2012]
Updated: September 16, 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 analyze on-account invoices by project by comparing actual and budgeted values.
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 project types that you want to include on the report. You must select at least one project type. | ||
| (Project date) From date / Break date / To date | Specify a starting date and an ending date to include transactions that are posted to projects.
| ||
| (Ledger date) From date / Break date / To date | Specify a start date and end date to include project transactions that are posted to the ledger.
| ||
| Actual vs. budget |
| ||
| Forecast model | Select the forecast model that you want the report to use.
| ||
| Project view | Select how you want to display the first column of the report. | ||
| Project level | Specify the number of subproject levels:
| ||
| 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:
| ||
| Project | Click Select. In the Project on-account (actual vs. budget) form, in the Criteria field, select a project to include on the report. To add more than one project, click Add. |
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 | ProjOnAccProj2Column |
| Location of report in the AOT | SSRS Reports\Reports\ ProjOnAccProj2Column |
| Menu item of the report | ProjListProjOnAccountProj2Column |
| Navigation to the report | Click Project management and accounting > Reports > On-account > Project on-account (actual vs. budget). |
The data on this report comes from the following sources:
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ProjListProjOnAccountProj2ColDP.processReport
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PROJLISTPROJONACCOUNTTMP table
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ProjTable table
Note |
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| To determine where the data in the temp tables comes from, view the cross-references for the ProjListProjOnAccountProj2ColDP.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.
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Open the AOT.
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Locate the report in the SSRS Reports\Reports node.
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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).
Note