How to create a new company in Microsoft FRx

INTRODUCTION

When you add a new company in Microsoft Dynamics GP or Microsoft Dynamics SL, you also have to create that company in Microsoft FRx. You create these companies in the Company Information window. By completing the information, you provide Microsoft FRx with the information that it must have in order to read the general ledger data.

More Information

To create a company in Microsoft FRx, follow these steps:
  1. Start Microsoft FRx Report Designer.
  2. On the Company menu, click Information.
  3. Click New.
  4. In the FRx company code box, type a unique code that describes the company and corresponds to the general ledger name. Do not use any spaces in this code. The first five characters of this code are used to build the GL Index file name for the company.
  5. In the Company name box, type a description that corresponds to the general ledger name. By default, this name will also appear on reports.
  6. In the Accounting system list, select the accounting system.
  7. Click the FRx System Information tab.
  8. If you have created a specification set that is based on the accounting system, select the specification set in the list. Otherwise, keep the Default option selected.
  9. In the Import and export path box, keep the default IO_DATA subdirectory selected.

    You can browse to a different subdirectory or type a new path for imported and exported files.
  10. In the Amount and date format box, select an international format in the list, or leave this field blank. If you do not select a format, Microsoft FRx uses the computer's settings.

    This setting applies only to this company and the reports associated with this company. You can override this setting for individual reporting units in a reporting tree.
  11. In the Functional currency box, select the functional currency for this company.
  12. In the Rates database path box, click the browse arrow, and then click the .DAX file that is used for this company.
  13. In the Period description box, accept the default Month Ending. If the periods are not full months, change the default description to Period Ending. This description is used on column headings in the FRx reports.
  14. In the (Plural Description) box, keep the default Months Ending option.

    Note If the periods are not full months, change the default option to Periods Ending. The text that you enter in this box is used in the report headings. For example, if you enter Months Ending in this box, the report heading for a quarterly reporting period generated for March 2009 will read "For the 3 Months Ending March 31, 2009."
  15. Click Include adjustments in last period to include adjustment amounts in the last period of the report.
In Microsoft Dynamics GP or in Microsoft Dynamics SL, continue to the appropriate procedure that follows.

Microsoft Dynamics GP

  1. Click the System Specific Information tab.
  2. Select the ODBC connection in the Data Source Name list. Typically, the ODBC connection is the Microsoft Dynamics GP ODBC connection.

    You can select only previously defined data sources from this list. If you have not set up an ODBC data source, click Define to access the ODBC Data Source Administrator. Or, contact the database administrator to set up an ODBC connection. The ODBC connection must be set up as a system DSN.
  3. In the Great Plains System Database box, type DYNAMICS in uppercase letters.

    DYNAMICS is the name of the Microsoft Dynamics GP system database.
  4. In the Company Database box, type the name of the Microsoft Dynamics GP company database.

    Note To find the Microsoft Dynamics GP company database name, open Microsoft Dynamics GP, click Tools, point to Setup, point to Company, and then click Company. The name in the Company ID box is the Company Database name.
  5. Click Save.

    Note You cannot clear the Use Server GL Index check box.
  6. Click Set as Default to save this company as the default company. The default company is automatically used when you open Microsoft FRx.

    The Database Login dialog box appears.
  7. In the Login ID box, type a Microsoft Dynamics GP user name.

    The logon ID and password are case-sensitive. If you use Microsoft Dynamics GP 9.0 or a later version or Microsoft FRx 6.7 Service Pack 5 or a later version, these items must match the logon ID and password for Microsoft Dynamics GP.
  8. In the Password box, type a Microsoft Dynamics GP password.
  9. Click OK, and then click Close.
Repeat these steps for each company that you use in Microsoft FRx.

You can use an existing company to verify the ODBC connection that is used. Typically, the ODBC connection is the same as the Microsoft Dynamics GP connection. You can also refer to an existing company for information as you fill in the window.

After the company is created, you can generate reports for the company in consolidated reports.

Microsoft Dynamics SL

  1. Click the System Specific Information tab.
  2. Select the ODBC connection in the GL ODBC Data Source Name list.

    You can select only previously defined data sources from this list. The data source must be a user-defined ODBC connection. If you have not set up an ODBC data source, we recommend that you generate a print preview of a report in the Microsoft Dynamics SL accounting application. Or, contact the database administrator to set up an ODBC connection.
  3. In the Master Password box, enter the master password for the Microsoft Dynamics SL accounting system.

    Note If the Master Password box does not appear, click Save, and then click Close. To show the Master Password box for entry, follow these steps:
    1. Click Admin, and then click Organization.
    2. Click in the background of the Organization Information window, and then click OK.
    3. In the Company menu, click Information.
    4. Click the System Specific Information tab.
  4. In the Natural Account Length box, type the length of the natural account.

    For more information about how to determine the natural account length, click the following article number to view the article in the Microsoft Knowledge Base:

    922049 How to complete the "System Specific Information" tab in Microsoft FRx for Microsoft Dynamics SL

  5. In the Company ID box, type the name of the Microsoft Dynamics SL company database.

    To find the Microsoft Dynamics SL company database ID, start Microsoft Dynamics SL, and then use the information in the Company box in the Microsoft Dynamics SL logon window. In the Microsoft Dynamics SL accounting application, click Utility, and then click Company Maintenance. The name in the Company ID box is the Company ID name.
  6. To optionally include adjustments during the last period, select the Use Last Period for Adjustments check box.
  7. Click Save.

    Note You cannot clear the Use Server GL Index check box.
  8. Click Set as Default to save this company as the default company. The default company is automatically used when you open Microsoft FRx Report Designer.

    The Database Login dialog box appears.
  9. In the Login ID box, type a Microsoft Dynamics SL user name.
  10. In the Password box, type the Microsoft Dynamics SL password.
  11. Click OK, and then click Close.
Repeat these steps for each company that you use in Microsoft FRx.

You can use an existing company to verify the ODBC connection that is used. Typically, the ODBC connection is the same as the Microsoft Dynamics GP connection. You can also refer to an existing company for information as you fill in the window.

After the company is created, you can generate reports for the company in consolidated reports.

For more information about how to use FRx with Microsoft AX, click the following article number to view the article in the Microsoft Knowledge Base:

951226 How to configure Microsoft Dynamics AX to work with Microsoft FRx 6.7


For more information about how to use FRx with Microsoft NAV, click the following article number to view the article in the Microsoft Knowledge Base:

945744 Description of the configuration steps that you must follow to use Microsoft Dynamics NAV together with Microsoft FRx 6.7

Properties

Article ID: 865836 - Last Review: 20 Jul 2011 - Revision: 1

Feedback