Migration

Jul.

25

2012

Upgrading to Management Reporter? How to Review FRx

by Jan Harrigan CPA

How to Review FRx in Preparation for Migration to Management Reporter

If you’ve decided to upgrade or migrate from FRx to Management Reporter, the first step is to review your existing FRx reports. Here’s how to review and pare down your FRx reports to make the migration easier: [click to continue…]

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Jun.

3

2011

FRx and Management Reporter News from Convergence

by Jan Harrigan CPA

Well OK—Convergence was back in April and now it’s June! Sorry—no excuses! So without further delay, here are some of the main discussion points around FRx and Management Reporter.

BTW, some discussion was official, some not so official. {smile}

Migration from FRx to Management Reporter

  • Download and print the migration documentation. There’s a lot of (nitpicky) preparation to do BEFORE migrating, and this document spells it all out. Don’t skip this part.
  • The migration document is KB 2425087.
  • Tip: Migration clears the MR database, so if you’ve been playing around and have existing reports you want to keep, you should export them first.
  • One last note, there were plenty of migration fixes in FP1 and SP1. Don’t go there without them. [click to continue…]

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Migrating from FRx to Management Reporter: What Comes Over and What Doesn’t

June 11, 2010

If you use one of the four Microsoft Dynamics ERPs, you could be thinking about migrating from FRx to Management Reporter, the next-generation FRx replacement. And you might be wondering what pieces of FRx will get lost in the shuffle. This is a laundry list that I got a couple of years ago from a Microsoft [...]

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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 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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FRx vs. Management Reporter: Got Functionality?

March 25, 2008

If you’re entertaining the idea of migrating from FRx to Management Reporter, here’s a laundry list of functionality, both what’s new and what’s missing. Management Reporter New Features: Currently GL module only, but eventual reporting beyond gl data Column page breaks Undo redo (huge applause for this one!)

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Migration from FRx to Management Reporter

March 25, 2008

If you want to migrate reports from FRx to Management Reporter, a migration tool exists today. It doesn’t bring over everything, but then you wouldn’t really expect it to. I have lists at the bottom of this post of what comes over and what doesn’t. First, though, a couple of thoughts. I heard lots of [...]

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