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Adding Budget # Report Manager

  • 1.  Adding Budget # Report Manager

    SILVER CONTRIBUTOR
    Posted 16 days ago
    Hi,

    Looking for some assistance.  Currently using GP2018R3 and Management Reporter for FS.

    There were a couple of expense accounts added in October 2020.  Each of these accounts have budget #s or the last e months of 2020.  Those numbers were updated in GP.  However, when printing the FS only one of the accounts shows the budget number.  I deleted, added, run check links and can not get the second account to show the budget numbers.

    Not sure why it worked for one and not the other.

    Any ideas would be greatly appreciated.

    Thanks,

    Denise


    ------------------------------
    Denise Amundson
    Senior Accountant
    Missouri River Energy Services
    Sioux Falls SD
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Adding Budget # Report Manager

    GPUG ALL STAR
    Posted 15 days ago
    Hi @Denise Amundson

    While I cannot speak directly to what you have going on without screenshots or more detail, I CAN say that there is 1 general rule when it comes to GP and Management Reporter:

    If you see it in GP, but it is not reporting in Management Reporter and you have ensured that the row/column/tree should be allowing the data then the issue is the Data Mart (which is a type of data warehouse used by MR) and it has gotten out-of-sync with GP.  You should rebuild the DataMart.  If you do not know how you'll need to contact your GP Administrator/IT Department or your partner for assistance.

    If that does not resolve it then you must dive deeper into how the row/column/tree is reporting and make sure that account would show up somewhere.​

    ------------------------------
    Jo deRuiter
    🌟 GPUG AllStar 2019
    💫Granite Award Winner 2018,2019
    Atlanta Chapter Leader
    Credential Council Co-Chair
    Aisling Dynamics Consulting, LLC
    ERP Practice Manager
    jo.deruiter@aislingdynamics.com
    9518674366
    Alpharetta, GA
    aislingdynamics.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Adding Budget # Report Manager

    TOP CONTRIBUTOR
    Posted 15 days ago
    Few similar and added thoughts to help:
    1. In Management Reporter (MR), go to Tools | Refreshed Cached Financial Data
    2. Restart the Management Reporter Services, go to Tools | Connection where you will see the server where the 2 MR services are located
    3. In MR row, try a wild card range of accounts in row for test to make sure accts are being retrieved, in Column make sure correct budget ID/book code, especially if multiple company that the Budget IDs are the same
    4. All else fails, yes delete the MR data mart: Resetting the Management Reporter data mart | Microsoft Docs


    ------------------------------
    Derek Krebs
    Sr Consultant, MSX Group
    PROSPERO by MSX Group, www.msxgroup.com
    Derek.Krebs@msxgroup.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Adding Budget # Report Manager

    SILVER CONTRIBUTOR
    Posted 10 days ago

    Hey Derek,

     

    Thanks for the information.  When doing #2, the following message pops up "the connection can't be modified while building block are open". 

     

    Any suggestions, on what that means?

     

    Sincerely,

     

    Denise

     




    Academy - Online Interactive Learning from Experts


  • 5.  RE: Adding Budget # Report Manager

    TOP CONTRIBUTOR
    Posted 10 days ago
    Hi, you cannot have any rows/columns/trees/reports open so go to File | Close all then can to to Tools menu.

    ------------------------------
    Derek Krebs
    Sr Consultant, MSX Group
    PROSPERO by MSX Group, www.msxgroup.com
    Derek.Krebs@msxgroup.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Adding Budget # Report Manager

    SILVER CONTRIBUTOR
    Posted 9 days ago

    Thanks again, I'll give it a try.

     

    Denise

     




    Academy - Online Interactive Learning from Experts


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