In Touch with Dynamics GP

This blog is intended to be a useful resource for Microsoft Dynamics GP users and professionals in the UK and the wider Microsoft Dynamics GP community as a whole.

Monday, 8 August 2011

Management reporter and segment names

Hi folks its been very busy here of late and so the blog has taken a back seat ( if you want to know why we have been so busy type "Calyx touchstone" into bing and see what you get).

Anyway there are a few tips and discoveries to catch up on,

If the account segments in Dynamics GP aren’t named (so called segment1, 2, 3, etc) and you write your reports in MR with this format, if and when at a later date you decide to name your segments to something else (location, division etc), the reports will come back with no data.

To get round this you can do an edit/ replace on segment1 (2,3) with whatever your new segment descriptions are and your Management reporter reports will then function again, these do not update dynamically in MR when you change them in GP.

1 comment:

  1. Great tip Andrew. To add to this functionality, I had a client who named the Natural account, but didn't run a checklinks after naming it. When checklinks was run at a later time, AFTER reports were created, MR did not only report with no data, but removed all the accounts in the Link To GL account column in the Row Definition. This happened for EVERY MR report.

    I was able to recreated them quickly because they were pretty starightfoward, but nevertheless, if this was a migration of FRx and not initial MR reports, that could be a very painful lesson.

    Thanks again!