Thursday, October 14, 2010

Tips for Microsoft FRx

  1. If you have added a new budget, but do not see it in the drop down for bookcodes, you may need to rebuild your index. Likewise if you have added a new account, but the account is not included on your report, again the solution is likely to be rebuilding the index. The index is a file that ends with the extension *.G32. To rebuild the index, go to the catalog screen, choose from the menu, Admin > Build Local Index.
  2. If you get an error message that starts with “Check OFSI connection…”, check the information in the Company > Information screen. Be sure to check the System Specific Information tab.
  3. KEEP REGULAR BACKUPS!! This is the most important step a company must follow for a software program that stores data, including FRx Financial Reporting. Backups should be run nightly if FRx Financial Reporting is used on a day-to-day basis; otherwise backups should be run at least once a week. If frequent backups are not kept, reports and other FRx Financial Reporting data may be lost due to any number of circumstances. While you can attempt to repair a corrupted file, there are no guarantees that repairs will be successful. A frequent backup of the entire Sysdata directory is recommended.
  4. Compact the FRx System Database and FRx Specification Sets regularly. This should be done weekly or bi-weekly depending on the usage of FRx Financial Reporting. The FRx System Database contains Companies, Registration Information, FRx Security Information, Users, font styles and other information pertaining to the operation of FRx Financial Reporting. Specification Sets contain Row Formats, Column Layouts, Reporting Trees, and Catalogs, all of which make up the reports that are designed by FRx Financial Reporting users. When one of these databases is compacted, a new file is created with the same structure. User deleted records and other unnecessary information is removed and the remaining information is moved into the new file. When compacted regularly, these files will remain smaller in size and less likely to cause errors and/or lost data.
  • To compact these databases:
  • Have all other users exit out of FRx Financial Reporting – the user performing these steps must have exclusive access to the FRx Financial Reporting files.
  • Select from the menu File > Compact FRx Database > FRx System Database. If all other users are out of the program, this should compact successfully.
  • Select from the menu File > Compact FRx Database > Current Spec Set.
  • If more than one specification set is being used in FRx Financial Reporting, repeat the previous step for each company that uses a different spec set.

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