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Upgrading to Management Reporter 2012 RU3 for Dynamics GP 2010 Customers

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Are you one of one of those individuals that upgrades before reading the documentation? I know I have been guilty of it. Now that I have wiped the look of shame off my face let me take the time to explain the upgrade process for Dynamics GP 2010 customers, including how to take advantage of the new data mart.

First, when you upgrade to Management Reporter 2012 RU3, don’t forget to go to File > Configure and add the data mart option. As mentioned in a previous blog, this is the recommended method of reporting for Dynamics GP 2010 customers going forward. Refer to the blog to see the few special circumstances when you may need to use the legacy provider for specific reports.

Here is how the upgrade process should look for Dynamics GP customers.

  1. Run the executable for Management Reporter 2012 RU3 at the server.
  2. Open the Configuration Console and in the lower left hand corner, select to upgrade the Management Reporter 2012 database. When this completed, verify that both Management Reporter 2012 services are running (application and process services). It is not necessary to import companies again as part of the upgrade process.
  3. When the upgrade of the Management Reporter database completes you should then configure the data mart. Configure the data mart following the Data Provider Guide for Dynamics GP.
  4. When the data mart configuration is complete, upgrade each of the client workstations.

The data mart is the preferred method of reporting for Dynamics GP customers, but there will be a few changes that come along with it.

  • Companies associated with the legacy provider will have a suffix of –Curr. An example is GPDAT-Curr. Because of this, you will need to update the following:
    • Use the auto text of Company Description (@CompDesc) for headers, or type the headers in manually for those specific reports.
    • If you have reporting unit restrictions you will also need to reselect those.
    • Update the reporting tree definitions with the new company name for those few reports.
    • Select the appropriate company in the report definition.
  • Analytical Accounting dimensions are named after the Transaction Dimension ID, not the Description. This will require you to reselect the values where the Id does not equal the description. Customer Support is working on a diagnostic tool to assist with this change. Please contact them for further details.
  • Because you can use one company now for Dynamics GP General Ledger and Dynamics GP Analytical Accounting reporting, budgets from Analytical Accounting will have a prefix of AA. This will require you to reselect the book codes in the column definition and/or row definition. This is a onetime change only.
  • Some attributes will be named differently in the data mart than with the legacy provider. You may need to reselect those on the column and/or attribute definitions. This also would be a onetime change.

Once you have done this you are ready to start generating your reports against the data mart and begin the enhanced reporting experience.

Comments

  • Anonymous
    November 15, 2012
    The comment has been removed

  • Anonymous
    November 18, 2012
    Hi David Keep in mind that you can set up both providers and then use the data mart for all reports that don't use a reporting currency. Then just use the legacy provider for the reports where you need currency translation. We will be working to add currency translation to the data mart in a future release. Char

  • Anonymous
    November 20, 2012
    When will the regional localizations be available for roll up 3?

  • Anonymous
    November 26, 2012
    We are actively working on the regional localizations and are shooting for early in December.

  • Anonymous
    December 03, 2012
    "If you have reporting unit restrictions, you will also need to reselect those."  So it wipes out ALL restrictions?  Is there any way to save off a copy somehow or be able to re-import afterwards?  I am working with a client who has nearly 300 companies so re-adding these manually is going to be an issue.  Thanks.

  • Anonymous
    December 03, 2012
    Ryan, It does not wipe them out. More than likely the company name or the dimension names with Analytical Accounting have changed, which means once the tree is updated you with this new information, you will need to reselect it in the row or column definition. The previous ones will still be there, but if they are referencing a different company or dimension name, you will need to reselect. This may or may not happen depending on the setup, but its worth noting in case one of those two things changes.

  • Anonymous
    December 04, 2012
    Just a quick note to let you know the regional installs are posted now. They are here:  mbs.microsoft.com/.../MRlocalizations.htm