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Preparing Management Reporter for Currency Translation

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Posted on by Community Member Microsoft Employee

Hello:

In getting ready to create financial statements in Management Reporter that build on the concept of GP Currency Translation, I need to conduct several activities as follows:

(1) update accounts with the correct Currency Translation Type using the Multicurrency Mass Account Update window,

(2) change the Average Calculation Method in the Multicurrency Setup window,

(3) use the Corporate Renaissance Changer to change accounts numbers,

(4) run Check Links on the Financial Series after #3, and

(5) recreate the Management Reporter Data Mart to reflect these changes.

Do users need to be out of GP, in order for me to conduct steps 1 and 2 above? I know that they need to be out for #3 and #4 but not for #5.

Thanks!

John

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Community Member Microsoft Employee on at

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RE: Preparing Management Reporter for Currency Translation

I got my answer from Beat Bucher, as follows:

As far as I remember, the only time you need exclusive access to GP for MC (multi-currency) is when you play with the MC access for the companies.. other than that, there is no need for kicking out users (aside of the process of changing GL accounts of course & running the check-links)

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