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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Unit Accounts and MR
Microsoft Dynamics GP (Archived)

Unit Accounts and MR

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Posted on by Robyn 1,753

Been a long frustrating day with unit accounts and Management Reporter.  I have added a unit account into GP.  I have posted transactions to that account.  Then I went to add the account to MR.  At this point, I just wanted it to show up with a value.  Originally I attempted to add it to an existing report.  No data when I run it for that account.  So I scaled back to a very simple give me YTD column and just 1 single row for my unit account.  Again no data.  I am pulling it for the correct time period.  Can see the entries in GP and with Jet Reports....  I read somewhere that I had to have to see UNIT in the Book Code/Attribute Category either in the column layout or in the row, row modifier column.  I don't.  Should also see budgets there.  Added a budget later in the day, could not see it either.  Eventually got the budget to show by completely rebuilding the data mart.  YUCK.  Can someone please tell me how exactly to get this unit account to show on a very simple MR report?  This was very easy in FRx.  Very frustrated.

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  • Community Member Profile Picture
    Community Member on at
    RE: Unit Accounts and MR

    Microsoft state that this is a known issue if using Currency Translation in the columns, has this now been resolved in a later release or is there a known work around?

  • Community Member Profile Picture
    Community Member on at
    RE: Unit Accounts and MR

    You do not need to do anything with the column layout to see unit accounts. They should pull like any other account in regular FD columns. In order to troubleshoot this, please provide the following:

    1. What is the version number of MR?

    2. Do you see any errors in the Data Mart Logs section of the MR Configuration Console? This would indicate an issue loading the data and may explain why the unit accounts do not pull.

    3. Are you doing any currency translation in the columns? If so, know that this is not compatible with unit accounts and is a known issue with MR.

    4. Are there any account masks in the row, tree, or column which would exclude pulling the unit account in question? Maybe try generating the report without the tree if one is being used. When doing this, confirm the correct company is referenced in the report definition.

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