How to Publish Management Reporter Reports to SharePoint

Recently I was asked to integrate Management Reporter reports to SharePoint Foundation 2010. With Management Reporter 2012, it's quite simple to achieve.
All you have to do is to follow the steps below
1. Go to SharePoint site and create a document library.
2. Assign site permissions for the people who need to see the reports. Also provide Design and contribute permissions to the Management Reporter process service user.
3. Go to Management Reporter and choose the report from report definitions you'd want to publish to SharePoint.
4. Click Output and Distribution tab from the report definition.

5. Check Generate to multiple report library locations and add the SharePoint document library link in Related Report Link location as shown below.
6. If you want this report to be automatically publishing to SharePoint, You can setup a report schedule in Report scheduler.
7. You can see the reports in SharePoint like this.
8. When you click any report, it'll open like this where you can have the option of viewing it in Excel, Report viewer or XPS document. You can also set a default view so that next time it won't ask for a choice.

Deletion of company in Management Reporter

One might see this error when attempting to delete a company in Management Reporter Configuration console.


"This company is referenced by an existing report definition or reporting tree definition. Remove these associations before deleting the company"

For those who aren't aware as to how to delete or create a company in Management Reporter, It happens through configuration console which only Administrators can see that.  

The first step of troubleshooting is to go and see if any existing report definitions or reporting tree definitions linked to this company.Change those definitions to other companies so that those references to the company in question are removed, if any.
There might be occasions where the company cannot be deleted despite no visible references in the definitions.
To troubleshoot this, Go to Management Reporter service logs in the configuration console. This is the first level of troubleshooting for Management Reporter. Anything goes wrong, one must go and see what exactly the log is telling you. I got a log like this
System.Data.SqlClient.SqlException (0x80131904): The DELETE statement conflicted with the REFERENCE constraint "FK_ControlTreeDetail_ControlCompany". The conflict occurred in database "ManagementReporter", table "dbo.ControlTreeDetail", column 'CompanyID'.

System.Data.SqlClient.SqlException (0x80131904): The DELETE statement conflicted with the REFERENCE constraint "FK_ControlReport_ControlCompany". The conflict occurred in database "ManagementReporter", table "dbo.ControlReport", column 'CompanyID'. The statement has been terminated.

To resolve this, I went to Management Reporter database and took a backup of the same. Then, I ran the below statement to get the company ID
You can retrieve the company ID from ID column in the said table. The company database ID will be stored in the corresponding Code column.
I ran the following delete statements on two tables.
DELETE FROM DBO.CONTROLTREEDETAIL WHERE ID = '123' (Replace 123 with the ID retrieved from control company table)
DELETE FROM DBO.CONTROLREPORT WHERE ID = '123' (Replace 123 with the ID retrieved from control company table)
These statements above will delete all orphaned references in the report definitions and reporting tree definitions related tables for the company to be deleted.
After the above statements, we can go to configuration console and delete the company by just clicking 'Delete company'.


Microsoft Dynamics GP 2013 VPC Download

Folks at Microsoft Dynamics are quick enough to provide us with the latest Microsoft Dynamics GP 2013 RTM V1 Hyper-V image for download on partner source.
The image is supposed to have the following.
  • Dynamics GP 2013 RTM Code with Web Client deployed
  • Management Reporter 2012 with Web Viewer deployed
  • Office 2013 with demo dashboards installed
Proceed to download this image from here.
More information from the original source.
Where's the Demo Image??? HERE! Today!


Dynamics AX 2012 Purchase Requisitions

Procurement process in organizations is very critical such that right items are ordered at the right time. Often, companies end up with cost overruns partly due to bad purchasing planning or policies. It’s all about meeting the demand of materials or services within the stipulated time and minimal costs.  
One of the key success criteria set by the Purchasing departments when it comes to choosing the best ERP in the market revolves around efficient management of procurement cycle like Purchase Requisition workflow driven process, RFQ process, Catalog and non-catalog based purchases, vendor responses analysis.
The Finance department asks for creating commitments for those purchases to plan for their working capital needs. If the expenditure is incurred towards a project, the project information is also sought for. More importantly, a Finance Manager would always be interested in distributing the expense to multiple cost centers/departments than just to distribute it to one default account.
Organizations hate to come to terms when we inform them that you can’t create requisitions in multi-currency or you can’t link your projects to the requisitions or for that matter you can’t set the GL distributions to multiple accounts.
Here is where solution like Microsoft Dynamics AX 2012 sets its foot stronger than its peers with its extensive functionality in procurement and sourcing to address these gaps.
Keeping this background in mind, let’s look at what Microsoft Dynamics AX2012 has in its store for the purchasing managers specific to Requisitions. AX 2012 can offer the best in class out of the box functionality through its procurement and sourcing module.
Some of the features are listed below through this module highlighted upon Purchase Requisitions. 
  • Purchase Requisition in Built workflow process
  • Requisitions can be submitted for approval by multiple users
  • Requisitions can be created through AX Client/Enterprise Portal/Employee self-services
  • Requisitions can be created by users to choose from existing procurement catalogs (internal catalogs). This is very helpful for some clients. Requisitions can be created for non-catalog items.
  • Multiple GL distributions can be attached to each Requisition line (Expense allocation becomes easier)
  • Budget control validation & Commitments through Encumbrances
  • Attach documents/images
  • Create Requisitions in Multi-currency
  • Attach Project Information to the Requisitions & Project Budget linking
  • Attach Fixed Assets information to the Requisitions
  • Create Purchasing Policies and thereby link them to Requisitions
  • Have the users fill up Questionnaires justifying their purchases
  • Create RFQ from Requisitions and Accept replies from RFQ to be copied over to Requisitions
  • Transfer requisitions to Purchase orders manually/ automatically/through demand consolidation
In order to address some of the business needs we discussed above like RFQ process, Multi-currency Requisitions, Project linking to requisitions, attaching Multiple GL distributions, Customers have to look at some third party products to address the gaps which are otherwise available as standard features in AX 2012.  Choosing Dynamics AX 2012 leaves tremendous advantage for Customers that they enjoy less implementation cost overruns and less maintenance costs.