FRx Replacement

One of the first steps in replacing FRx is understanding what your existing FRx reports are. And it’s really helpful to see them in a list so you don’t have to keep scrolling through the catalog.

Here’s how to create a list in Excel without cracking into the Access database (disappointing, I know, for you IT enthusiasts):

  1. In any FRx catalog, go to File > Print Catalog.
  2. In the resulting screen, highlight all reports with the mouse. (Don’t just click Select All.)
  3. Copy with Ctrl-C (right-click to Copy doesn’t work here).
  4. Paste into Excel (I use Ctrl-V).
  5. Format to your liking and save.

Once it’s in Excel, you can sort by company, by catalog ID, or by catalog description.

Now you can try to figure out which ones you use, and which ones you don’t. But I’ll leave ‘cleaning house’ to another day (sort of like I do at home). Cheers—Jan

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Jun.

10

2011

Management Reporter v1 for Epicor News

by Jan Harrigan CPA

Word has it that Epicor will no longer support Management Reporter for Epicor E9. Stay tuned for more details.

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Whitepaper—7 Options for Replacing FRx

March 2, 2011

Sooner or later, you’re going to have to replace FRx. You’re not going to have a choice. Here’s how you can have some semblance of control over that event. And maybe even come away looking like a hero. Just on the off-chance that you haven’t heard, Microsoft has announced end-of-life for FRx. It’s based on [...]

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Curious About Replacing FRx?

February 23, 2011

Hey this is just a quick heads up that I’ve been researching FRx Replacement options, and I’m compiling lots of information into a whitepaper called 7 Options for Replacing FRx. I’ve written this for FRx users of Dynamics (GP, SL, AX, NAV), Epicor, and Sage. There are at least 2-3 replacement options for each of these GLs, [...]

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Management Reporter Overview

April 29, 2010

This is a quick high level overview of Management Reporter, the next-generation FRx replacement. Caveat: This product is not available for ERPs other than Dynamics GP, SL, AX and NAV. 64 bit—native Back end completely rewritten—brand new .NET and C# code base replaces FRx’s VB6 SQL Server instead of Access—way more stable Improved multi-user capabilities [...]

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Management Reporter Roadmap

April 29, 2010

I’m just back from Convergence and I want to share the latest roadmap for Management Reporter. May 2010 Management Reporter version 2 ships in May 2010 Integrates only with GP All new GP 2010 customers receive MR Existing customers who upgrade to GP 2010 have the opportunity to stay with FRx or to migrate to [...]

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When NOT to Migrate to Management Reporter

April 28, 2010

This is a very quick list of circumstances in which you probably should not migrate (immediately) to Management Reporter: If you rely heavily on email distribution If you need to report on Forecaster data If you export to Excel and really need the ‘Format as Excel Outline’ functionality If you use FRx’s Currency Translation module [...]

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Shootout: An FRx and Management Reporter Comparison

April 22, 2010

(On 4/28/10 I updated screenshots and changed a bit of terminology in this post—Jan) Today’s post is a high level comparison (a Shootout as we like to say in Texas) between the long-in-the-tooth but lovable (sometimes) FRx and its replacement Management Reporter. I think you’ll see a lot of similarities and I hope this makes the [...]

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The Future of FRx and Management Reporter (for GLs other than Dynamics)

March 14, 2009

Really hate to be the bearer of bad news but here goes. (Update on 11/4/10: see new information in this post re FRx Future for Sage and Epicor.) What are your FRx options if you don’t use one of the 4 Microsoft GLs? If you use Sage or Epicor or one of the other 40 [...]

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The Future of FRx and Management Reporter (for Dynamics GLs)

March 14, 2009

I’ve been in New Orleans this week attending Convergence—almost didn’t go home—had to tear myself away from the food and drink and music and dance and people and history and architecture and fun, but that’s another story in itself. But here’s what I learned about FRx’s future. First things first: if your GL is not [...]

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