Fixed-price projects - profit and loss backlog report (ProjListEstimateprodBacklogPL)
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 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.
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 |
|---|---|
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. |
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 |
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. |
Where the data in this report comes from
The data on this report comes from the following sources:
ProjListEstimateDP.processReport
ProjListEstimateTmp table
ProjWIPTable
Note
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.
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).