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Fixed-price projects - on-account backlog report (ProjListEstimateProdBacklogOnAcc)

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 any on-account backlogs for fixed-price projects.

The on-account backlog is the amount of hours, expenses, and items that remain to be invoiced on an estimate project. When the amount already invoiced on an estimate project is deducted from the contract amount, the remaining amount is the on-account backlog.

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 date range.

Estimate date

Select an estimate date range that you want to include 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

ProjListEstimate

Location of report in the AOT

SSRS Reports\Reports\ProjListEstimate

Menu item of the report

ProjListEstimateProdBacklogOnAcc

Navigation to the report

Click Project management and accounting > Reports > Estimates > Backlog > Fixed-price projects - on-account 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.

  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).