Microsoft Dynamics AX (Archived)

how to add the account name in actual vs budget report

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Posted on by srinivas pamidi

1,737

i want to display the name of the Main account in actual vs budget report in ax 2012 r3.

how to do this..

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Martin Dráb 237,990 Most Valuable Professional on at

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Could you please stop adding the whole title as a tag? Tags are for classification and tags like "how to add the account name in actual vs budget report" don't do the job very well.

Also, Microsoft Dynamics AX (current version) means AX 7, not AX 2012.

Thank you in advance. I'll really appreciate if I get time for answering questions instead of fixing titles and tags.

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Ludwig Reinhard Microsoft Employee on at

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Hello Srinivas,

Why you want to adjust something here and generate a SSRS Report? Management Reporter provides this functionality out of the box.

Ludwig

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srinivas pamidi 1,737 on at

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Hai Ludwing,

User want it.

Actually In this Report Main account is Visible..

User wants the Main Account Name Beside Account..

I am Tried it and Adding the Field in the "BudgetTmpBalance" table

and write the Below code in the "BudgetBalancesActualsDP" Class

"SumBudegtTmpBalance" Method..

select mainAccount

where mainAccount.MainAccountId == budgetTmpBalance.DimensionFocus;

budgetTmpBalance.SG_Name = mainAccount.localizedName();

But it is not showing any value in the Report..

When i am Trying to Debug it It is Showing Only the First Main Account Name..

Can you Please Give me the Answer..

How to Do this.

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Anoop Tripathi 790 on at

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Can you share your code. Also did you try to execute test code in job ?

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srinivas pamidi 1,737 on at

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i am already test it in job..

But data is not coming in report..

facing problem with the Report Design.

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Anoop Tripathi 790 on at

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Is you code at the end part of method sumBudgetTmpBalance using the dimfocus ? or is it withing of the if else conditions ?

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srinivas pamidi 1,737 on at

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i don't where exactly write the Code..

Please find the Below code I am write in the first if Condition.

/// <summary>

/// Sums the temporary table data.

/// </summary>

/// <returns>

/// The budget amounts in a <c>BudgetTmpBalance</c> temporary table.

/// </returns>

public BudgetTmpBalance sumBudgetTmpBalance()

{

BudgetTmpBalance budgetTmpBalanceLocal;

BudgetControlConfiguration budgetControlConfiguration;

// Temp table could contain multiple records for each dimension focus \ budget model combination; sum up all the common combinations.

if (isConfigurationkeyEnabled(configurationKeyNum(PublicSector)))

{

budgetControlConfiguration = BudgetControlConfiguration::findActiveByPrimaryLedger(Ledger::current());

while select sum(OriginalAmount), sum(RevisedAmount), sum(LedgerAmount), sum(Variance), sum(PreliminaryAmount), sum (ApportionmentAmount)

from budgetTmpBalance

group by BudgetModelId, DimensionFocus, Period

{

budgetTmpBalance.UseOnlyApportionment = budgetControlConfiguration.UseApportionedAmount;

budgetTmpBalance.SumPreliminaryBudget = budgetControlConfiguration.SumPreliminaryBudget && !budgetTmpBalance.UseOnlyApportionment;

select mainAccount

where mainAccount.MainAccountId == budgetTmpBalance.DimensionFocus;

budgetTmpBalance.SG_Name = mainAccount.localizedName();

buf2Buf(budgetTmpBalance, budgetTmpBalanceLocal);

if (contract.parmBudgetType() == BudgetType::Revenue)

{

// Invert Revenue amounts. This will only occur for the chart because the BudgetType parameter isn't exposed elsewhere.

budgetTmpBalanceLocal.RevisedAmount = budgetTmpBalanceLocal.RevisedAmount * -1;

budgetTmpBalanceLocal.LedgerAmount = budgetTmpBalanceLocal.LedgerAmount * -1;

}

if (budgetTmpBalanceLocal.UseOnlyApportionment)

{

budgetTmpBalanceLocal.PercentOfBudget = (budgetTmpBalanceLocal.ApportionmentAmount == 0 || budgetTmpBalanceLocal.Variance == 0)?0: budgetTmpBalanceLocal.Variance / budgetTmpBalanceLocal.ApportionmentAmount;

budgetTmpBalanceLocal.VariancePercent = (budgetTmpBalanceLocal.ApportionmentAmount == 0 || budgetTmpBalanceLocal.LedgerAmount == 0)?0: budgetTmpBalanceLocal.LedgerAmount / budgetTmpBalanceLocal.ApportionmentAmount;

}

else

{

budgetTmpBalanceLocal.PercentOfBudget = (budgetTmpBalanceLocal.RevisedAmount == 0 || budgetTmpBalanceLocal.Variance == 0)?0: budgetTmpBalanceLocal.Variance / budgetTmpBalanceLocal.RevisedAmount;

budgetTmpBalanceLocal.VariancePercent = (budgetTmpBalanceLocal.RevisedAmount == 0 || budgetTmpBalanceLocal.LedgerAmount == 0)?0: budgetTmpBalanceLocal.LedgerAmount / budgetTmpBalanceLocal.RevisedAmount;

}

budgetTmpBalanceLocal.insert();

}

}

else

{

while select sum(OriginalAmount), sum(RevisedAmount), sum(LedgerAmount), sum(Variance) from budgetTmpBalance

group by BudgetModelId, DimensionFocus, Period

{

buf2Buf(budgetTmpBalance, budgetTmpBalanceLocal);

if (contract.parmBudgetType() == BudgetType::Revenue)

{

// Invert Revenue amounts. This will only occur for the chart because the BudgetType parameter isn't exposed elsewhere.

budgetTmpBalanceLocal.RevisedAmount = budgetTmpBalanceLocal.RevisedAmount * -1;

budgetTmpBalanceLocal.LedgerAmount = budgetTmpBalanceLocal.LedgerAmount * -1;

}

budgetTmpBalanceLocal.PercentOfBudget = (budgetTmpBalanceLocal.RevisedAmount == 0 || budgetTmpBalanceLocal.Variance == 0)?0: budgetTmpBalanceLocal.Variance / budgetTmpBalanceLocal.RevisedAmount;

budgetTmpBalanceLocal.VariancePercent = (budgetTmpBalanceLocal.RevisedAmount == 0 || budgetTmpBalanceLocal.LedgerAmount == 0)?0: budgetTmpBalanceLocal.LedgerAmount / budgetTmpBalanceLocal.RevisedAmount;

budgetTmpBalanceLocal.insert();

}

}

return budgetTmpBalanceLocal;

}

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Anoop Tripathi 790 on at

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I would not suggest putting it at one of the if else etc. places unless you have a specific need to print the account name if specific condition is met.

As it seems here you need to print the name in all cases so better put it at just before all insert condition as you need the name with each record.

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srinivas pamidi 1,737 on at

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Tell Me where i put the Code Excatly.

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Anoop Tripathi 790 on at

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Like I said "just before all the insert" so just add your code before all the insert statements of that method.

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