How to plan for a migration from FRx to Management Reporter

How to plan for a migration from FRx to Management Reporter

I’ve been asked to blog about migrating from FRx to Management Reporter 2012 but first a little history. FRx was originally released by FRx Software Corporation around 1991. So for more than 20 years, FRx has been a supported application. When it was originally released it was a DOS application which I will admit I used (but I was only 10 years old?).

When I first heard Microsoft was going to replace FRx with Management Reporter, I was wondering how different it might be. Knowing FRx for so long, how long would it take to learn something new? Once I was able to access Management Reporter, I realized it was similar enough to FRx, that I needed little time to know the basics of building, modifying and generating a report. Management Reporter still has the building block concept (row, column, and tree). Management Reporter and FRx will differ in some of the features but as part of the migration process, we will review these reports and determine the best solution.

With technology advancing and Microsoft no longer releasing service packs, it’s just a matter of time that sitting on a 20 year old technology might not be the best route.

However, the good news is that Microsoft has provided a migration wizard to transfer your existing FRx reports to Management reporter. From our experience the migration will be most successful with proper planning. There will be FRx data preparation & clean up before the migration as well as data review and potential report fixing after the migration.

Below are a few suggestions for planning the FRx to Management Reporter migration.

  1. For those of you on Dynamics GP 2010, you have the benefit of installing Management Reporter anytime and running FRx parallel until you feel you no longer need FRx. Many clients are choosing this option.
  2. For those of you on Dynamics GP 10 or earlier,
    • You can choose to upgrade to Dynamics GP 2010 to run the FRx & Management Reporter parallel.
    • You can chose to upgrade to Dynamics GP 2013 with a test upgrade which would give you time to adjust reports.
    • You can chose to upgrade to Dynamics GP 2013 without a test upgrade if you only have a few reports and still have time to adjust reports.

If you would like to discuss further, please contact us at support@ott-inc.com. If you're considering an upgrade to Microsoft Dynamics 2013, be sure to attend our Upgrade Workshop on June 18th, 2013. We'll be covering the planning process for the FRx to Management Reporter migration in more detail and you'll have the opportunity to ask your questions live.

By Lisa Stiteler, Microsoft Dynamics GP Consultant, OTT, Inc.

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