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Thursday, May 19, 2011

MS GP: How to run a report based on GL system posted date?

If you need to run a report on all postings happened in GL on a specific date, you can use a SmartList report. There is a field in GP, called Originating Posted Date that tracks a system date when a transaction was entered and posted, not a trx posting date you can modify.

Go to Microsoft Dynamics GP -> SmartList

• Expand Account Transactions
• Click *
• Click Columns
• Click Add and lookup for an Originating Posted Date
• Click Ok and Ok one more time

• Click Search and pull up a Originating Posted Date and set it equal to your date.

SmartList will generate a list of transactions that were posted that day.

Thursday, May 5, 2011

MS FRx: How to perform FRx backup?

Troubleshooting FRx can be tricky and in some cases the only way to fix the problem is to restore from a backup. That is why it is essential for a company to perform at least a weekly backup of FRx. FRx backup process is easy and it doesn’t require any SQL. To perform a backup you would need to copy a FRx SysData folder with all its subfolders to any other location. No financial data is stored in this folder. FRx uses the SysData for layouts and configuration information of reports.

For most FRx implementations FRx configuration files are shared between users in the SysData directory. A shared folder is usually located on the SQL server for GP. You can find the location of this folder by launching FRx and clicking the Admin -> Organization menu option -> SysData button. For the shared SysData folder, make sure to have users log out of FRx before doing the backup.

In order to restore a backup just copy over all backed up files and sub-folders into a SysData folder.