In Microsoft Dynamics GP, FRx has a Management Reporter (MR) migration wizard that will bring over reports into the new Management Reporter system. With a FRx migration, formatting usually comes over clean, but there are other differences between how this data is shown within the Row and Tree formats that may need some manual intervention.
In FRx, only the account number were referenced in the Financial Dimension link column within the row format.
FRx example:
15000
FRx ranges were indicated as follows:
(11511 TO 11599)
In MR, they reference the account segment name as well. When indicating a range, TO is no longer used.
MR example:
+Main Account = [15000]
MR ranges are indicated as follows:
+Main Account = [11511:11599]
The best way to quickly update these, is to copy the entire Financial Dimension column into Excel. First, do a find and replace for parenthesis and replace with brackets. Find ‘(‘ and replace with ‘[‘. Find ‘)’ and replace with ‘]’. Next, add a column for the plus (+) or negative (–) sign, the account segment name and the equal sign (=). Add the closing bracket in a separate column and then concatenate all three columns together to form what is shown in the examples above.
HINT: When entering ‘+Main Account = ‘ in Excel – it will give you an error because it thinks it is a calculation. Enter an apostrophe (‘) prior to the plus sign and it will recognize it as text.
This will get you most of the way there! Unfortunately there can still be some issues with the codes used in the Format Code column. In addition to replacing the TO with a colon as shown above, we often times need to update the TOT code as well. TOT was used a lot in FRx, but if we are adding two totals together in MR, we need to use the CAL format code and update the row references to include an ampersand (@) prior to the number.
FRx example:
TOT 520 TO 820
TOT 1480 + 1690
MR example:
TOT 520:820
TOT @1480+@1690
Hope this helps everyone update their MR reports! If you need help updating MR reports, Tridea Partners would be happy to help! Our team has decades of experience in Dynamics GP!
This article was written by Kaydee Baker, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, New England and surrounding regions.
The post Dynamics GP: FRx Migration to Management Reporter appeared first on Tridea Partners Blog.