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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
------------------------------

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
------------------------------

Original Message:
Sent: Feb 15, 2021 01:19 PM
From: Denise Amundson
Subject: Adding Budget # Report Manager

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
------------------------------

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
------------------------------

Original Message:
Sent: Feb 16, 2021 07:17 AM
From: Jo deRuiter
Subject: Adding Budget # Report Manager

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

Original Message:
Sent: Feb 15, 2021 01:19 PM
From: Denise Amundson
Subject: Adding Budget # Report Manager

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
------------------------------

Original Message:
Sent: 2/16/2021 11:52:00 AM
From: Derek Krebs
Subject: RE: Adding Budget # Report Manager

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
------------------------------

Original Message:
Sent: Feb 16, 2021 07:17 AM
From: Jo deRuiter
Subject: Adding Budget # Report Manager

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

Original Message:
Sent: Feb 15, 2021 01:19 PM
From: Denise Amundson
Subject: Adding Budget # Report Manager

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
------------------------------

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
------------------------------

Original Message:
Sent: Feb 21, 2021 02:59 PM
From: Denise Amundson
Subject: Adding Budget # Report Manager

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

 

Original Message:
Sent: 2/16/2021 11:52:00 AM
From: Derek Krebs
Subject: RE: Adding Budget # Report Manager

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

Original Message:
Sent: Feb 16, 2021 07:17 AM
From: Jo deRuiter
Subject: Adding Budget # Report Manager

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

Original Message:
Sent: Feb 15, 2021 01:19 PM
From: Denise Amundson
Subject: Adding Budget # Report Manager

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
------------------------------

Original Message:
Sent: 2/21/2021 8:41:00 PM
From: Derek Krebs
Subject: RE: Adding Budget # Report Manager

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
------------------------------

Original Message:
Sent: Feb 21, 2021 02:59 PM
From: Denise Amundson
Subject: Adding Budget # Report Manager

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

 

Original Message:
Sent: 2/16/2021 11:52:00 AM
From: Derek Krebs
Subject: RE: Adding Budget # Report Manager

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

Original Message:
Sent: Feb 16, 2021 07:17 AM
From: Jo deRuiter
Subject: Adding Budget # Report Manager

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

Original Message:
Sent: Feb 15, 2021 01:19 PM
From: Denise Amundson
Subject: Adding Budget # Report Manager

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
------------------------------