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Microsoft Dynamics GP (Archived)

Issues with Management Reporter - Creating New Row Definitions and Using Links to Accounts. Account's descriptions aren't showing up.

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Posted on by Community Member Microsoft Employee

Hi Everyone,

We've been in the process of setting up GP when free time arises. I've ran into some questions regarding Management Reporter. I can't get certain accounts to show up on row definitions. It acts as if they don't have a description. Here's some pictures to show you what I mean.

Screenshot-_2800_48_2900_.pngScreenshot-_2800_45_2900_.png

I feel like there's an easy solution to this that I'm just not grasping. Do you have to have the dimension mentioned in the description? We're just wanting to make sure we get it right!

Thanks! 

*This post is locked for comments

  • Linda Connell Profile Picture
    Linda Connell 90 on at
    RE: Issues with Management Reporter - Creating New Row Definitions and Using Links to Accounts. Account's descriptions aren't showing up.

    I have been using Management Reporter since 2011 and have not had this issue.  When I

    create my row definitions, I always use the exact same description that I have setup on my account.  Therefore my report always shows this description.  Hope this helps.

    Linda Connell

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Issues with Management Reporter - Creating New Row Definitions and Using Links to Accounts. Account's descriptions aren't showing up.

    Well, you may have several options but I would personally consider one of the below:

    1- Macro,

    # DEXVERSION=14.00.0072.000 2 2
CheckActiveWin dictionary 'default'  form 'GL_Segment_Maintenance' window 'GL_Segment_Maintenance' 
  TypeTo field 'Segment Name' , 'Account'
  MoveTo field 'Segment ID' 
  TypeTo field 'Segment ID' , '1100'
  MoveTo field Description 
  TypeTo field Description , 'Main Cash'
  MoveTo field 'Save Button' 
  ClickHit field 'Save Button' 
# Do you want to roll down account segment description changes to accounts that contain this segment?
NewActiveWin dictionary 'default'  form DiaLog window DiaLog 
  MoveTo field CANCEL 
  ClickHit field CANCEL 
NewActiveWin dictionary 'default'  form 'GL_Segment_Maintenance' window 'GL_Segment_Maintenance'


    For the macro method, you should be aware of one little thing which is rolling down the changes to your account description. If your account is already configured with the proper description, just don't roll the segment description.

    2- Update statement directly on the SQL table, GL40200

    UPDATE dbo.GL40200
SET DSCRIPTN = ''
WHERE SGMNTID = '' AND SGMTNUMB = ''


    For the update statement, you should be quite cautious that there are two different parameters (Segment Number and Segment ID), the segment number is the position of the segment in the account format, whether it is the first or second segment. On the other hand, the segment id is the actual segment itself.

    Let me know if you need any further assistance,

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Issues with Management Reporter - Creating New Row Definitions and Using Links to Accounts. Account's descriptions aren't showing up.

    Thanks Mahmoud for your answer. I didn't realize MR and GP didn't show the same descriptions. Is there a way I can edit these descriptions on one page, instead of clicking one by one?

    Thanks!

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Issues with Management Reporter - Creating New Row Definitions and Using Links to Accounts. Account's descriptions aren't showing up.

    To add up one thing, the details are stored in GL40200 if you are willing to check such details on the SQL level

    SELECT  SGMTNUMB As SegmentPosition,
        SGMNTID As SegmentID,
        DSCRIPTN AS SegmentDescription
        FROM  dbo.GL40200


  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Issues with Management Reporter - Creating New Row Definitions and Using Links to Accounts. Account's descriptions aren't showing up.

    What you see in the management reporter is not the account description, it is the segment description which can be accessed from Microsoft Dynamics GP > Tools > Setup > Financial > Segment

    Once the segment description is filled in Dynamics GP, make sure to refresh financial data in order to make sure that the data is updated accordingly.

    Your feedback is highly appreciated,

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