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Posts Tagged ‘FRx Training’

Are you Ready for Management Reporter to Replace FRx?

Out with the old and in with the new. Management Reporter for Microsoft Dynamics® ERP is soon replacing Microsoft FRx, but don’t let this update catch you by surprise. Microsoft has made the migration process as smooth as possible with the migration wizard. The wizard will help you seamlessly: Migrate company data and report building […]

{"ID":5232,"post_author":"6","post_date":"2010-08-02 09:05:02","post_date_gmt":"2010-08-02 15:05:02","post_content":"Out with the old and in with the new. Management Reporter for Microsoft Dynamics\u00ae ERP<\/a> is soon replacing Microsoft FRx, but don\u2019t let this update catch you by surprise. Microsoft has made the migration process as smooth as possible with the migration wizard. The wizard will help you seamlessly:\r\n
    \r\n\t
  1. Migrate<\/strong> company data and report building blocks from FRx to Management Reporter.<\/li>\r\n\t
  2. Validate<\/strong> report building blocks following the migration.<\/li>\r\n<\/ol>\r\nMigrate Company Data<\/strong>\r\n\r\nMigrated data will replace any existing data in the Management Reporter database. During migration, the data listed below is copied from FRx to the Management Reporter database:\r\n
Microsoft Dynamics GP 2010 And Multicurrency Financial Reporting

Management Reporter is the name of the new financial report writer that will ship with Dynamics GP 2010.  It is written C# and uses SQL Server as the database.  It will have a user interface akin to the other Microsoft Dynamics and Office products, which Microsoft often promotes as a fundamental reason people should be […]

{"ID":3171,"post_author":"33","post_date":"2010-02-19 23:44:30","post_date_gmt":"2010-02-20 05:44:30","post_content":"Management Reporter is the name of the new financial report writer that will ship with Dynamics GP 2010. \u00a0It is written C# and uses SQL Server as the database. \u00a0It will have a user interface akin to the other Microsoft Dynamics and Office products, which Microsoft often promotes as a fundamental reason people should be flocking to its ERP products.\r\n\r\nThe new financial reporting application will also have the same building block concepts as FRx<\/a> for report design - reusable report, row, column, and tree definitions that can be mixed and matched to produce a matrix of financial reports.\u00a0\r\n\r\nWhat it won\u2019t have in its initial release is multicurrency functionality. Why that is, I am not really sure. It is pretty difficult to identify any core or upper mid-market organization that does not require this capability. The outcry on this limitation has been loud and we think multicurrency will show up in the second release of Management Reporter. In the meantime, we will compensate for this disappointing deficiency, in one of three ways:\r\n
    \r\n\t
  1. If you are the kind of person who feels like a loser if you are not using the latest software products, Management Reporter will be a refreshing change. You can track exchange rates in Excel and link those to Management Reporter.<\/li>\r\n<\/ol>\r\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a02. \u00a0If you have a large library of complex reports, it will probably make the most sense to continue to use FRx<\/a> until row linking and multicurrency are available.\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 If you are a new site and need this functionality, FRx which will be available to new Dynamics GP 2010 sites despite not being on the price list.\r\n\r\n\u00a0\u00a0\u00a0 \u00a0 3.\u00a0 The third option is to use BI 360 from Solver, an Excel based financial reporter. The nice thing about this solution is that the software can\u00a0be used to report\u00a0\u00a0not\u00a0only from the General Ledger, but also from\u00a0most of the other modules in Dynamics GP.\r\n\r\nBy Rimrock Corporation Ontario Microsoft Dynamics GP Partner<\/a>","post_title":"Microsoft Dynamics GP 2010 And Multicurrency Financial Reporting","post_excerpt":"","post_status":"publish","comment_status":"open","ping_status":"open","post_password":"","post_name":"microsoft-dynamics-gp-2010-and-multicurrency-financial-reporting","to_ping":"","pinged":"","post_modified":"2010-05-13 08:44:47","post_modified_gmt":"2010-05-13 14:44:47","post_content_filtered":"","post_parent":0,"guid":"http:\/\/www.erpsoftwareblog.com\/?p=3171","menu_order":0,"post_type":"post","post_mime_type":"","comment_count":"5","filter":"raw","post_category":"0","robotsmeta":"index,follow"}
Choosing the Right Business Intelligence (BI) Tool For Your ERP System

The key to unlocking the powerful business intelligence capabilities of any ERP/Accounting system is understanding which of the many reporting engines is the right tool for the job.  Microsoft Dynamics GP (formerly Great Plains) is no exception.  In fact, Dynamics GP offers an exceptional number of analytical tools from which to choose.  But which ones […]

{"ID":2778,"post_author":"28","post_date":"2010-01-23 12:21:53","post_date_gmt":"2010-01-23 18:21:53","post_content":"The key to unlocking the powerful business intelligence capabilities of any ERP\/Accounting system is understanding which of the many reporting engines is the right tool for the job.\u00a0 Microsoft Dynamics GP (formerly Great Plains) is no exception.\u00a0 In fact, Dynamics GP offers an exceptional number of analytical tools<\/a> from which to choose. \u00a0But which ones are the right ones?\u00a0\r\n\r\n\u00a0Let\u2019s take a look at a couple, namely FRx and SmartLists.\r\n\r\n\u00a0FRx is designed for General Ledger based reporting only<\/a>.\u00a0 It is an effective tool for building traditional financial statements, budget vs. actual analysis and other financial reports. \u00a0FRx cannot read from any modules other than the General Ledger. \u00a0As such, the reporting flexibility is directly linked to the design of your chart of accounts. \u00a0FRx was designed to be used by finance professionals and does not typically require the assistance of IT professionals or consultants to develop new reports.\r\n\r\nAs the name denotes, SmartLists is extremely effective in delivering filtered lists of information<\/a>\u00a0. \u00a0Examples include inventory items below re-order point, customers over their credit limit, past due sales orders and employees approaching their anniversary date. \u00a0SmartLists will not provide functions such as calculations and is limited to the predefined library of available fields. \u00a0\u00a0SmartLists is designed for users of Microsoft Dynamics GP to build their own queries without an intimate knowledge of the underlying database.\r\n\r\nThese are two of the most popular reporting tools used by our clients for three reasons.\u00a0 First, they are powerful.\u00a0 Second, they are intuitive.\u00a0 Third, they can be developed by the \u201caverage\u201d end user without in-depth database skills or highly technical knowledge.\u00a0\r\n\r\nHaving access to real time analytics<\/a> is a critical factor in the process of making business decisions that will have a positive impact on the health, growth and profitability of your company.\u00a0\u00a0 \u00a0\r\n\r\nSubmitted by Altico Advisors<\/a>, New Hampshire \u00a0Microsoft Dynamics Partner<\/a>, serving manufacturers<\/a> and distributors<\/a> in New Hampshire (NH)","post_title":"Choosing the Right Business Intelligence (BI) Tool For Your ERP System","post_excerpt":"","post_status":"publish","comment_status":"open","ping_status":"open","post_password":"","post_name":"choosing-the-right-business-intelligence-bi-tool-for-your-erp-system","to_ping":"","pinged":"","post_modified":"2010-01-23 12:21:53","post_modified_gmt":"2010-01-23 18:21:53","post_content_filtered":"","post_parent":0,"guid":"http:\/\/www.erpsoftwareblog.com\/?p=2778","menu_order":0,"post_type":"post","post_mime_type":"","comment_count":"4","filter":"raw","post_category":"0","robotsmeta":"index,follow"}
Three FRx Tips To Help With Your New Year’s Budgets And Reports

For those of you who will be using Microsoft’s FRx Report Writer for your year-end reports and 2010 budgets, here are some helpful shortcuts from one of our FRx experts at the TM Group, a Microsoft Dynamics partner in Michigan:  Tip #1  A common request this time of year is to provide a copy of the trial […]

{"ID":2574,"post_author":"16","post_date":"2010-01-04 18:40:21","post_date_gmt":"2010-01-05 00:40:21","post_content":"For those of you who\u00a0will be using\u00a0Microsoft\u2019s FRx Report Writer for your year-end reports and 2010 budgets<\/strong>, here are some helpful shortcuts from one of our FRx experts at the TM Group, a Microsoft Dynamics partner in Michigan<\/a>:<\/em>\r\n\r\n\u00a0Tip #1\u00a0 <\/em>\r\n\r\nA common request this time of year is to provide a copy of the trial balance in an electronic format for auditors<\/strong>.\u00a0 Microsoft FRx Report Writer<\/strong> <\/a>is the best tool for fulfilling this request.\u00a0\u00a0It can easily be done by importing the chart of accounts into a row format, creating a column layout that includes the General Ledger account codes, description and actual year-to-date amounts.\u00a0 If you have multiple segments in your account format ask your auditors if they want the accounts in summary or in full detail.\u00a0 \u00a0If you use the automatic import method to help build your rows, be sure to remove all of the entries that tag the account as a credit account.\u00a0 The auditors may also have other requests including the year\u2019s beginning balance and net change in addition to the ending account balances.\u00a0 When you generate the report be sure to include accounts with zero balance and choose Excel as the destination option and the file will be ready for the auditors.\r\n\r\nTip #2\u00a0 <\/em>\r\n\r\nIf you are creating a new FRx report and you are<\/strong> using an<\/strong> Excel report as your template<\/strong><\/a>, you can take a shortcut by copying the column with the report row descriptions from Excel and pasting this into a new row format in FRx.\r\n\r\nTip #3<\/em>\r\n\r\nAnother common question comes up when you need to add rows at the end of your FRx report<\/strong>.\u00a0 You insert rows just like you do in Excel: highlight a row, right click and select to insert row, this adds a row above the one you highlighted.\u00a0 If you need more rows at the very bottom you simply click on your computers down arrow key and new rows will be opened.\u00a0 \u00a0\u00a0This same trick works for columns: simply click on the right arrow button on your keyboard.\r\n\r\nBy the TM Group, a Michigan Microsoft Dynamics Partner specializing in Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics NAV, and Microsoft Dynamics CRM<\/a>","post_title":"Three FRx Tips To Help With Your New Year's Budgets And Reports","post_excerpt":"","post_status":"publish","comment_status":"open","ping_status":"open","post_password":"","post_name":"three-frx-tips-to-help-with-your-new-years-budgets-and-reports","to_ping":"","pinged":"","post_modified":"2010-01-04 18:40:21","post_modified_gmt":"2010-01-05 00:40:21","post_content_filtered":"","post_parent":0,"guid":"http:\/\/www.erpsoftwareblog.com\/?p=2574","menu_order":0,"post_type":"post","post_mime_type":"","comment_count":"5","filter":"raw","post_category":"0","robotsmeta":"index,follow"}
Don’t Take My FRx! I’m Still Using It.

As discussed in Abra Lynne Gilman’s blog post on 10/19/2009, Microsoft is getting ready to release a new version of Management Reporter for Dynamics GP.  This new version’s release will coincide with next year’s release of GP 11 but will be available soon in beta. As we welcome a new financial reporting tool, it means […]

{"ID":2234,"post_author":"21","post_date":"2009-11-30 14:58:00","post_date_gmt":"2009-11-30 20:58:00","post_content":"As discussed in Abra Lynne Gilman\u2019s blog post on 10\/19\/2009<\/a>, Microsoft is getting ready to release a new version of Management Reporter for Dynamics GP<\/a>.\u00a0 This new version\u2019s release will coincide with next year\u2019s release of GP 11 but will be available soon in beta.\r\n\r\nAs we welcome a new financial reporting tool, it means we have to say good bye to an old friend.\u00a0 Management Reporter is the designated replacement for FRx.\u00a0 FRx has been the financial reporting tool for Dynamics GP<\/a> (as well as many other ERP solutions) for some time.\u00a0 Through its life it has provided an easy and very effective way to create and customize financial statements of almost any design.\u00a0 So why the change?\u00a0 Why take something that works and that we love and replace it\u00a0with something new and different?\u00a0 Well, although FRx is still highly functional, it relies on old technology.\u00a0 Management Reporter utilizes both newer technology and an approach and design that more closely matches the needs of an ever-demanding market.\u00a0 Like many advances in technology, it won\u2019t be without its pain and its fits and starts.\u00a0 It is likely that the initial release of Management Reporter for Dynamics GP will fall short of what FRx currently can do.\u00a0 And I have heard that new purchasers of GP will only be given MR and will not have FRx as an option.\u00a0 But it\u2019s important to maintain the long term perspective.\u00a0 Despite its potential initial gaps in capabilities, this solution will be the financial reporting platform for Dynamics going forward and will continue to be enhanced. \u00a0It\u2019s a bit like turning in your 1984 gas-guzzler for something efficient and environmentally friendly.\u00a0 While it may take some getting used to, it\u2019s a very fair trade and promises a lot of benefits going forward.\u00a0 And don\u2019t worry too much; you\u2019ll still be able to use FRx for a good, long time.\r\n\r\nWe will soon be taking a deep dive into the solution.\u00a0 Look for future blogs on the topic.\u00a0 And as a Microsoft Learning Solutions Partner who regularly offers FRx training<\/a>, we plan to get positioned to provide consulting and training to help ease the transition for new and existing GP customers.\r\n\r\nFeel free to contact me with any questions you may have: Rick Feterick, Crestwood Associates LLC, 847-394-8820 x48 or [email protected]<\/a>.\r\n\r\nSubmitted by Crestwood Associates LLC \u2013 an Indiana Microsoft Dynamics GP Partner<\/a>.","post_title":"Don't Take My FRx! I'm Still Using It.","post_excerpt":"","post_status":"publish","comment_status":"open","ping_status":"open","post_password":"","post_name":"dont-take-my-frx-im-still-using-it","to_ping":"","pinged":"\nhttp:\/\/www.erpsoftwareblog.com\/2009\/10\/microsoft-announces-beta-program-for-migrations-from-microsoft-frx-reporter-to-new-management-reporter-module-for-microsoft-dynamics-erp-gp\/","post_modified":"2013-08-16 08:25:40","post_modified_gmt":"2013-08-16 14:25:40","post_content_filtered":"","post_parent":0,"guid":"http:\/\/www.erpsoftwareblog.com\/?p=2234","menu_order":0,"post_type":"post","post_mime_type":"","comment_count":"1","filter":"raw","post_category":"0","robotsmeta":"index,follow"}
 

 
 
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