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Project Accounting SmartLists

  • 1.  Project Accounting SmartLists

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hi Everyone - One of my customers is trying to run Project Accounting SmartLists and they are VERY slow to populate. It is populating about one record per second. Has anyone else encountered this and resolved the performance? They are also trying to add the Project Number field to the PA Billing Historical Trx and it doesn't seem to be available. Unfortunately, I do not have much experience in Project Accounting.

    ------------------------------
    Corey Clay
    Senior Technical Consultant
    NexTec Group
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Project Accounting SmartLists

    TOP CONTRIBUTOR
    Posted 14 days ago
    Hi @Corey Clay,

    With regard to adding the Project Number, it sounds like you're missing at least one table.  The PA Billing Historical Trx show the summary information for that transaction.  It is similar to how the SOP module has "Sales Transactions" and "Sales Line Items".

    You would want to look at linking the PA Billing Historical Trx table to the ​PA Billing Detail HIST.  The actual tables are the PA33100 and PA33200 respectively.  That would let you pull in both the header and detail information in a single report.

    With regard to the speed issues I haven't noticed it specifically with Project Accounting, but a few items to consider are below:
    1.) Is it just the project accounting smartlists that are slow or are there other performance issue areas (other SmartLists, other areas of GP, etc.)?
    2.) Are the performance issues limited to a certain number of users or machines or is it experienced for all user/machine combinations? Is it significantly better if you perform it directly on the server?
    3.) Do you have a LOT of project accounting records?  If SmartList is trying to churn through 70k plus records, it's going to be slower.  At some point you may want to consider if another medium (like SSRS or excel reports) is a better vehicle for these exceedingly large datasets.


    Does that all make sense?  Let me know if not.

    Thanks,

    Samantha

    ------------------------------
    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Project Accounting SmartLists

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Thank you for the advice on creating a view to find the detail of the PA Billing transactions. In response to your other questions, see below:

    1.) As far as we can tell, it is only the PA SmartLists that are considered to be "out-of-the-box" that are having issues populating. We understand that many times any custom SmartLists might exhibit this peformance.

    2.) All processing is performed on the application server (they are running on Power GP Online, so there is no access to the SQL Server directly).

    3.) I will need to dig a bit further into the amount of data. This customer came to us recently and just migrated to PGPO.

    ------------------------------
    Corey Clay
    Senior Technical Consultant
    NexTec Group
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Project Accounting SmartLists

    GPUG ALL STAR
    Posted 14 days ago
    Hi @Corey Clay

    Is it an out-of-the-box SmartList or is it a custom query?  I think it is the out of the box PA Billing History.

    1)  Billing History in Project will only reveal CLOSED project billings, so make sure they know that.
    2) For open projects you have to run the Billing Open Trx SmartList
    3) The project numbers don't show up on these because you can bill more than one project per biller, these SmartLists will only return header-level detail on the billings so for a detail of what projects were billed you'd need to write a custom query and deploy it as a SmartList.

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


  • 5.  RE: Project Accounting SmartLists

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hi @Jo deRuiter

    Thanks for the response. It is an OOTB SmartList. Thank you for the other input​​​ on the other points. I didn't realize there was a One-to-Many relationship from PA Billing to Projects. I can look into creating a custom query.

    ------------------------------
    Corey Clay
    Senior Technical Consultant
    NexTec Group
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Project Accounting SmartLists

    GPUG ALL STAR
    Posted 14 days ago
    Hi @Corey Clay

    To the heart of your question on slowness.  That can depend on the number of records in a table, but I have found that there can be a TON of issues in PA tables with blank records and that is a big factor in reporting slowness in GP PA.   You'll need to review the most common tables in use by that particular client and look for blank key records and get rid of them or correct them.  Be thorough in it, though.​

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


  • 7.  RE: Project Accounting SmartLists

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hi again @Jo deRuiter

    It looks like I'll need to dig into the data a bit to get to the bottom of the performance issues. I will try to remember to report back on my findings so it can potentially help someone in the future.​

    ------------------------------
    Corey Clay
    Senior Technical Consultant
    NexTec Group
    ------------------------------

    Academy - Online Interactive Learning from Experts


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