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Monday, April 27, 2015

Management Reporter Data Mart integration with Dynamics GP 2015 | Company Integration

Although this is an oldie piece of information, but it is definitely a “Goldie”. With the release of Management Reporter CU 11 and Dynamics GP 2015, a new feature was introduced to control the integration of newly added companies.

Go to Microsoft Dynamics GP > Tools > Setup > Company > Company.
Click on “Options” to open the “Company Setup Options” window

Company Options

As shown above, there is a separate section for management reporter integration with Dynamics GP when deploying the data mart provider. If these options are unchecked, then the financial data of this company will not be integrated into Management Reporter data mart.

Technical Perspective:

Within the data mart database (by default Management Reporter DM db) , there is a table named “Organization” retrieving the companies to be integrated from Dynamics db according to the configuration above.

Organization Table

Within Dynamics database, the company master table stores all the companies within Dynamics DB. There are two fields corresponding to the configuration within the company setup options, which are:

  • Enable GL Reporting
  • Enable AA Reporting

SY01500

In this essence, you can no longer import companies manually from Management Reporter configuration console, when a new company is added to Dynamics GP, the configuration mentioned above will determine whether this company will be integrated or not.

Best Regards,
Mahmoud M. AlSaadi

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