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You are here: Home / Archives for Jan Lenoir Harrigan CPA

FRx SP10 and CS Currency Rounding on the First Row

November 22, 2008 By Jan Lenoir Harrigan CPA 4 Comments

I just found this workaround for the CS currency rounding issue. Found it on the FRx forum at microsoft.public.com. By default, FRx adds the currency format to the 1st row of every report. SP10 has not been allowing the rows with CS to round properly. The commenter was … [Read more...]

Filed Under: FRx Tagged With: Currency Rounding, Report Design, Rounding

Setting Up FRx Currency Translation

November 13, 2008 By Jan Lenoir Harrigan CPA 4 Comments

Today's post is a very quick overview of the setup of FRx's currency translation module. This is an extra-cost add-on module used to, uh, translate foreign currencies. … [Read more...]

Filed Under: FRx Tagged With: Currency, DAX

FRx Security

November 6, 2008 By Jan Lenoir Harrigan CPA 4 Comments

This post is another that comes from Jeff Cutting, a lead developer of FRx. It was originally posted as an answer to a question about FRx Security, Solomon and SP10 (in my SP10 post), but there is plenty of non-Solomon specific information. I thought it valuable enough to have … [Read more...]

Filed Under: FRx Tagged With: Security

Linking to Excel to Use Period Numbers in Calculations

November 6, 2008 By Jan Lenoir Harrigan CPA 3 Comments

Earlier this week, I wrote about how to divide headcount by the period number. This post can be found at How To Divide Headcount by the Period Number. In the realm of "there's more than one way to get downtown", today I'll revisit using the period number in calculations. Today's … [Read more...]

Filed Under: FRx Tagged With: Excel, Period Numbers

Dividing by Total Sales for Every Unit in the Tree

November 3, 2008 By Jan Lenoir Harrigan CPA Leave a Comment

This is an alternate way to do a Percent of Sales report. This post is also compliments of Rick Tenorio, moderator of the newsgroup at microsoft.public.frx. Normally in departmental reporting, a P&L calculates percentage of sales by using the sales for that department. For … [Read more...]

Filed Under: FRx Tagged With: Percent of Sales, Report Design

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About

Hey! I'm a CPA and I specialize in Management Reporter and FRx. [Sometimes with a side of snark.] I've been doing this for 22 years (yikes). But when I'm not working I can be found reveling in live music & pizza trailers at home in Austin Texas! —Jan Lenoir Harrigan More

Learn Management Reporter

Why fight with Microsoft's manual? Life is too short as it is.

My first manual—4 foundation reports:
covers-i-2d
My second manual—12 more reports:
covers-ii-2d
My third (and hopefully last) manual—cashflow:
covers-iii-2d

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All Hat, No Cattle?

Watch out—a few unscrupulous consultants are lifting copyrighted original content from several sites, this one included, and passing it off as their own. I'm hacked off and I don't mind naming names. Bottom line—be very careful about whom you hire!

"If you think it's expensive to hire a professional to do the job, wait until you hire an amateur."
—Red Adair

Who I Work With

I work with zillions of companies who run Dynamics GP, AX and SL.

And lots of other consultants.

So I work with accountants who need accurate financials to help close the books. Not to mention present to the Board.

I don't sell or install MR. [How smart am I?]

FRx is Toast

FRx is toast—and I hope you're getting rid of it soon—but just in case someone still needs to learn it:

  • FRx in 8 Hours—Introduction 
  • FRx in 8 Hours—Intermediate

BTW, if you're on Dynamics, you can migrate to MR, but you should know there are other options. Choose what's best for you.

New to MR?

Here are 3 essentials to know before you start.

Background—back in the day, FRx was a famous midmarket report writer from a small agile company in Colorado. Then it got acquired. [Sigh]

Now it's owned by Microsoft. They rewrote it and rebranded it Management Reporter.

The two are very much alike and much of the FRx content here also applies to MR.

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