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Lack of support for Account Sets RRS feed

  • General discussion

  • Another big disappointment with the MR migration was the lack of support for Account Sets.  It seems straight-forward to create a dimension set which corresponds to an FRx account set and then use that dimension set in the row definitions. 

    As a result, we had to manually create the 200 dimension sets (which correspond to account categories).  THEN we have to edit each of our 50 row definitions, row-by-row to enter the link to dimension. 

    We previously had our account sets coded as A01-Cash, A02-AR, L01-Payables, etc.  Selecting them in FRx was fairly easy.  WIth MR, the selection list is based on the description instead of the name which makes finding and entering the dimensions set more difficult.  Also with MR, only a single set can be selected at a time which requires a lot more clicks.

    So far we have only converted one report.

    Matt

     

    Friday, July 2, 2010 5:29 PM

All replies

  • Hi Matt,

    We do have the option to use Account Categories from GP when we include Categories and User Definied Fields in the company setup. This adds a column for Account Category in the row format.

    This may be an easier workaround if you are setting up these exact items as dimension sets. I'll take a peek at the upgrade process to confirm we can't upgrade account sets.

    Wednesday, July 7, 2010 8:25 PM