FRx - Microsoft Great Plains Reporting: design,
upgrade and migration overview for consultant
by: Andrew Karasev
Microsoft Business Solutions Great Plains is main ERP application
targeted to US mid-size businesses market. Microsoft Great Plains is now
moved to Microsoft SQL Server and so exposed to standard Reporting tools,
such as Crystal Reports based on internal Crystal links or SQL Server view
and stored procedure. Also Great Plains, built on legacy Great Plains
Dexterity technology has ReportWriter which is good, when you are
modifying Sales or Purchasing Invoice form. When we are dealing with
Financial Reporting traditional and very powerful tool is FRx. FRx
connects to General Ledger and there you can apply account mask to summarize
financial data at your will, create reporting tree, or combine Great Plains
and Excel data on the same report.
We usually do not see problems in FRx report design, however consultants
are reporting multiple issues with FRx upgrade or remapping FRx when you
migrate Great Plains from legacy platform (Pervasive SQL or Ctree) to MS SQL
Server. Let us give you typical troubleshooting steps:
- SYSDATA. FRx stores its report in one directory, named SYSDATA, so
when you move FRx or upgrade it you upgrade files in this directory. Be
sure that FRx points to the proper SYSDATA directory.
- Directories Structure problem. When you move FRx to different server
or change directories structure on your workstation, typical issue is
hardcoded report output path mismatch. You can see it if you look at
report output destination tab. The hint FRx stores output directory in
SYSDATA on the server, so if your workstations are not structure-unified
you may have this issue.
- Service Pack fixes. FRx is known to be unstable in CD version and you
typically apply latest service pack from Microsoft Business Solutions
partner source (or Customer Source if you support your Great Plains
internally)
- Back Arrow problem. This is very typical and funny issue. When you
install FRx you should never hit Back button. If you do FRx
installation will be corrupted. Just for you to know. This was FRx 6.0
very-very known issue
- Corrupt Catalogue. Well this may happen with every application. FRx
is not an exception. If you have strange error message you may try
export and reimport. The same is applicable to Great Plains ReportWriter
- Drilldown Viewer problem. This happens when you are upgrading. You
should check that you are selecting XML Drilldown Viewer this is newest
version. Old report tries to keep old Drilldown Viewer and you get error
message when launching it.
You can have such a nice tools as Explorer to imitate Sales or Financial
reporting for you and then dump it to Excel with the click of the button as
good alternative to FRx, but we would recommend you to stick to FRx for
regular financial reporting this is the tool of the choice for controller.
You can always have us help you, give us a call: 1-630-961-5918 or
1-866-528-0577, help@albaspectrum.com
About The Author
Andrew Karasev is consultant and CTO in Alba Spectrum Technologies (
http://www.albaspectrum.com ) Microsoft Business Solutions
partner, serving clients in Illinois, California, New York, Florida,
Georgia, Arizona, Colorado, Texas, Minnesota, Virginia, Washington, UK,
Canada, Australia. He is Microsoft Great Plains certified master, Great
Plains Dexterity, Microsoft CRM SDK C#.Net, Crystal Repots developer.
You can reach Andrew:
akarasev@albaspectrum.com. |
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