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Management Reporter - Functional Currency when setting up data mart.

Posted on by 665

I'm working with a company to setup Management Reporter and hoping to use the data mart feature. The configuration routine gives me an error saying that a functional currency must be setup in the companies before proceeding.  I'm not registered to use Multicurrency - wondering why I need this setup to use the tool?   Are there any other impacts on the company if I set this up?

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  • EDJJR Profile Picture
    EDJJR on at
    RE: Management Reporter - Functional Currency when setting up data mart.

    Hello Peter,

    A functional currency is required to be setup as Management Reporter can display data that needs to be translated to a different currency. Even if you are not registered to use multicurrency. There shouldn't be any impact on Dynamics GP.

    Thank you,

    Microsoft

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Management Reporter - Functional Currency when setting up data mart.

    I had this problem, and I also found that I had to go to Microsoft Dynamics GP menu | Tools | Setup | System | Multicurrency Access and give check the Access box for my new company on the functional currency.

  • Ian Richardson Profile Picture
    Ian Richardson 4,150 on at
    RE: Management Reporter - Functional Currency when setting up data mart.

    we are now at RU7 and datamart still cannot do currency translation.

    good place for ISO codes fro currency = www.oanda.com/.../currency-iso-code-country

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Management Reporter - Functional Currency when setting up data mart.

    In case anyone comes across this, my first query used the wrong name for the currency index in the DYNAMICS database.  It should be CURRNIDX.

    select CURRNIDX, * from dynamics.dbo.MC40200 --look for the currency setup as functional currency

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Management Reporter - Functional Currency when setting up data mart.

    If you already have the functional currency setup for a company, but the log tells you that you do not, please verify that the index is correct.  As always, make sure you have a backup prior to running any scripts against the database.

    select funcridx, * from dynamics.dbo.MC40200 --look for the currency setup as functional currency

    select funcridx, * from [COMPANY].dbo.MC40000 --verify that the funcridx matches what as found above

    Update [COMPANY].dbo.mc40000 set funcridx = [Correct index]  --if not, update it

  • Phil Rimmer Profile Picture
    Phil Rimmer 450 on at
    RE: Management Reporter - Functional Currency when setting up data mart.

    RU5 can drill back to GP, datamart is still unable to translate currencies but this is coming hopefully in RU6.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Management Reporter - Functional Currency when setting up data mart.

    Hello, I did hear the datamart could not translate currencies and could not drill back to GP.  Is this still the case in your opinion with with RU5?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Management Reporter - Functional Currency when setting up data mart.

    Hi Peter

    In my case ,cause of issue was the currency mismatch in Dynamics and company DB and has been resolved by fixing it all in master and reference tables.  Paste here the actual logs if your are still having this.

    Regards

    Humayun

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Management Reporter - Functional Currency when setting up data mart.

    Please double check that the ISO code for the functional currency is setup.  I had the functional currency setup, but not the ISO code for it.  So I was still getting the "The settings for the Dynamics GP connection are not valid" error message.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Management Reporter - Functional Currency when setting up data mart.

    Rob

    I was having same error and i have cross checked the financial currency is already setup for all companies but still it is giving same following  errors for  3 companies .

    Environment : GP 2013,MR2012 RU3

    3/25/2013 2:28:47 AM - You must set up a functional currency for the following companies before the integration can continue: xxx, xxx, xxx.

    3/25/2013 2:28:48 AM - Rolling back data mart database creation due to installation error. Connection information:

    Create new database: True

    Server name: xxx\xxx_DYNAMICS_GP

    Database name: DDM

    Integrated authentication: True

    Encrypted connection: False

    3/25/2013 2:28:48 AM - The data mart database was rolled back successfully.

    3/25/2013 2:28:50 AM - Microsoft.Dynamics.Performance.Deployment.Console.Core.DeploymentFailedException: The settings for the Dynamics GP connection are not valid. Check the deployment log for details.

      at Microsoft.Dynamics.Performance.Deployment.DataProvider.GP.GPDataMartDeploymentPart.DeployWithSettings(IDictionary`2 settingsToDeployWith)

      at Microsoft.Dynamics.Performance.Deployment.Console.ConfigurationConsole.Wizard.Screens.DeploymentViewModel.TryRemoveFromView(Boolean isProgressing)

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