Friday, July 23, 2010

Management Reporter: The MR Dimension

One of my favourite new features in Management Reporter is how it supports Financial Dimensions.  Actually, there are two 'dimensions' to what I appreciate:

1) In addition to building your MR account structure on simply your Dynamics GP Chart of Accounts and your Analytical Accounting dimensions (which you could do with FRx), you can also include the Account Category or any of the GL Account Maintenance user defined fields.

2) The flexibility of the Financial Dimensions leaves FRx's structured rules behind and simplifies the report design process.  An example is that you can code a particlar line in a row format to include a single segment from your Chart of Accounts, while another line in the same row may actually reference multiple segments.

Tuesday, July 13, 2010

Migrating to Management Reporter (MR) from FRx when Upgrading to GP2010

Most of FRx’s core functionality is already built into Management Reporter (MR), including multi-company consolidation, multi-currency and AA integration. As such, many organizations using FRx could migrate to MR today along with GP2010 upgrade. 

Note:  Organizations do not have to migrate to MR with a GP2010 upgrade; however, an upgrade to GP2010 is required to use MR.

Having said that, a review of FRx functionality currently being used to ensure there are no surprise functionality gaps that may pose an issue upon migration is a good idea!

While this information is constantly changing, a current snap-shot of functionality gaps is outlined below:

'Not Yet' in MR:

Feature Pack 1 (FP/SP1), which is scheduled for fall 2010, is expected to have the following functionality:

• Translations (based off GP translations enhancement which is not yet in GP2010)

• Forecaster integration that will be more advanced that FRx’s

Feature Pack 2 (FP/SP2) which has a 'distribution' theme, scheduled for spring/summer 2011, is expected to have the following functionality:

• Sharepoint integration

• Email

• Drill down to GP (inquiry screen and possibly SRS reports)

'Not Currently Planned' for MR:

I believe the only ‘real’ deal breaker here is ‘row linking’ which is used in a small percentage of advanced FRx design environments.  However, a few other items, such as 'report manager' and 'effective dates' are also currently not planned to be incorporated into MR.  That may be somewhat misleading though, as MR may incorporate different more advanced functionality that would handle the same type of situations and much more.

'Different' or 'Improved' in MR:

Many features in MR are improved or different.  A few of these items are listed below:

• Translations (SP1)

• Forecaster integration (SP1)

• No Webport – Report Library (Current) or Sharepoint (SP2)

This is not a complete list.  I hope to blog about these features in the future, so stay tuned!