On-account invoice schedule report (ProjOnAccountInvoicePlan)
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 view information about on-account invoices for a project.
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 |
|---|---|
Include project types |
Select the project types that you want to include on the report. You must select at least one type. |
From date / To date |
Specify a starting date and an ending date for project on-account transactions to include on the report. |
Invoiced |
Select whether to include hour transactions that have already been invoiced. |
Chargeable |
Select whether to include chargeable hour transactions on the report. |
Sorting |
Specify the first level of sorting on the report. |
Customer account |
Click Select. In the On-account invoice schedule form, in the Criteria field, select a customer account to include on the report. To add more than one customer account, click Add. |
Project contract ID |
Click Select. In the On-account invoice schedule form, in the Criteria field, select a project contract ID to include on the report. To add more than one project contract ID, click Add. |
Project ID |
Click Select. In the On-account invoice schedule form, in the Criteria field, select a project ID to include on the report. To add more than one project ID, click Add. |
Sales currency |
Click Select. In the On-account invoice schedule form, in the Criteria field, select a sales currency to include on the report. To add more than one sales currency, 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 |
ProjOnAccountInvoicePlan |
Location of report in the AOT |
SSRS Reports\Reports\ProjOnAccountInvoicePlan |
Menu item of the report |
ProjOnAccount |
Navigation to the report |
Click Project management and accounting > Reports > Project invoices > On-account invoice schedule. |
Where the data in this report comes from
The data on this report comes from the following sources:
ProjOnAccountInvoicePlanDP.processReport
ProjOnAccTrans table
ProjOnAccTransSale table
ProjTable
TmpProjOnAccountInvoicePlan table
Warning
To determine where the data in the temp table comes from, view the cross-references for the ProjOnAccountInvoicePlanDP.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).