Comments on: The Techie Version of Life’s Too Short To Do Balance Sheets in Crystal http://www.frxbuzz.com/the-techie-version-of-lifes-too-short-to-do-balance-sheets-in-crystal/ Simplify FRx and Management Reporter Fri, 03 Feb 2012 19:24:38 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Jan Harrigan CPA http://www.frxbuzz.com/the-techie-version-of-lifes-too-short-to-do-balance-sheets-in-crystal/comment-page-1/#comment-89 Jan Harrigan CPA Tue, 04 Aug 2009 15:10:48 +0000 http://www.frxbuzz.com/uncategorized/the-techie-version-of-lifes-too-short-to-do-balance-sheets-in-crystal/#comment-89 Hi Lyn, If you know the database schema quite well, and how to exclude unreleased batches and unposted transactions and voids, etc, then maybe go for it. I used to know the SL database and this would be no small feat. Good luck with that! That said, there is a product that will allow you to capture this field in FRx (and fields from other modules as well). So you have all the flexibility of FRx at your fingertips and you can knock out a balance sheet VERY quickly. The only downside is that you'd have a data mart between FRx and SL, so the connection to SL wouldn't be direct like it is now. I think it's a small price to pay for expanding your reporting options exponentially. Let me know if you're interested and I'll send you the information. Good luck...Jan Hi Lyn,

If you know the database schema quite well, and how to exclude unreleased batches and unposted transactions and voids, etc, then maybe go for it. I used to know the SL database and this would be no small feat. Good luck with that!

That said, there is a product that will allow you to capture this field in FRx (and fields from other modules as well). So you have all the flexibility of FRx at your fingertips and you can knock out a balance sheet VERY quickly. The only downside is that you’d have a data mart between FRx and SL, so the connection to SL wouldn’t be direct like it is now. I think it’s a small price to pay for expanding your reporting options exponentially. Let me know if you’re interested and I’ll send you the information.

Good luck…Jan

]]> By: Lyn http://www.frxbuzz.com/the-techie-version-of-lifes-too-short-to-do-balance-sheets-in-crystal/comment-page-1/#comment-88 Lyn Mon, 03 Aug 2009 01:38:37 +0000 http://www.frxbuzz.com/uncategorized/the-techie-version-of-lifes-too-short-to-do-balance-sheets-in-crystal/#comment-88 In FRx (specifically w/ Dynamics SL), the transaction attribute in the column format can be used to display a user field. One of the userfields is numeric. Do you know if there is a way to see this field in total at the Financial report level? Right now, I can obviously see the values in this field only if I drill down to the transaction level, but this will only give me the amounts for 1 account. If I try to create this report in Crystal, I know I'll be able to get the sum of these user fields. But, as you mention in your post, the maintenance will be high. I'd be sacrificing the ease of creating the financials in FRx just to be able to grab that one 'non-standard' field. The report I'm creating is very 'transaction-based', so I'm leaning toward doing it in Crystal. Your thoughts? In FRx (specifically w/ Dynamics SL), the transaction attribute in the column format can be used to display a user field. One of the userfields is numeric. Do you know if there is a way to see this field in total at the Financial report level? Right now, I can obviously see the values in this field only if I drill down to the transaction level, but this will only give me the amounts for 1 account.
If I try to create this report in Crystal, I know I’ll be able to get the sum of these user fields. But, as you mention in your post, the maintenance will be high. I’d be sacrificing the ease of creating the financials in FRx just to be able to grab that one ‘non-standard’ field.
The report I’m creating is very ‘transaction-based’, so I’m leaning toward doing it in Crystal. Your thoughts?

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