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Revision: June 23, 2014 8:26 a.m.
Total pages: 36
sys.ditaval
Contents
Contents
Epicor Advanced Financial Reporting Feature Summary.....................................................6
Version 10.0.700.............................................................................................................................................6
Replicate Data from Enterprise Databases.................................................................................................6
Version 10.0.600.............................................................................................................................................7
Single AFR Installer...................................................................................................................................7
Request License from Installer...................................................................................................................7
Multiple Source Replication.......................................................................................................................7
Daily Balances Replication.........................................................................................................................8
Replicate Data from Prophet 21 Databases...............................................................................................8
Change Replication Task Credentials.........................................................................................................8
Default SSRS Folder..................................................................................................................................9
Enable Segment Display Order..................................................................................................................9
Single From/To Parameters........................................................................................................................9
Rounding..................................................................................................................................................9
Override Numeric Format for Excel..........................................................................................................10
Unposted Balances Support....................................................................................................................10
Expression for All Companies..................................................................................................................11
Period and Book Filters for Rows.............................................................................................................11
Handling of Hide Rows with Zero Value Setting......................................................................................11
Override Numeric Format in Columns......................................................................................................12
Apply Separate Style for Column Headers...............................................................................................12
Account and Expression Fields in Reporting Trees....................................................................................12
Catch-All in Reporting Tree Wizard.........................................................................................................13
Inline Drill Down Reports........................................................................................................................13
RDL Merge Tool......................................................................................................................................13
View Reports in Web Browser.................................................................................................................14
Select Styles............................................................................................................................................14
Page Size and Orientation.......................................................................................................................14
Adjust Column Width.............................................................................................................................14
Adjust Header/Footer Width...................................................................................................................14
Batch Report Export................................................................................................................................15
Query User-Defined Tables in Reports.....................................................................................................15
Select Segments for Group By.................................................................................................................16
Version 9.05.702c..........................................................................................................................................16
Specify Location for Snapshot Scripts......................................................................................................16
Access Reports on Multiple SSRS Servers.................................................................................................16
Version 9.05.702...........................................................................................................................................17
Additional Row Set Wizards....................................................................................................................17
ODBC Driver for Microsoft Excel.............................................................................................................18
Column Expression Assistant...................................................................................................................18
Column Set Wizard.................................................................................................................................19
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Contents
Version 9.05.701...........................................................................................................................................20
Upgrade Support for Previous Versions...................................................................................................20
RDL Advanced Presentation Options.......................................................................................................20
Advanced Currency Conversion..............................................................................................................21
Row Grouping........................................................................................................................................22
Row Set Wizard......................................................................................................................................23
Reporting Tree Wizard............................................................................................................................24
Date and Period Formatting....................................................................................................................24
Select and Edit Multiple Rows or Columns..............................................................................................25
Renumber Rows.....................................................................................................................................25
Pre-Defined Report Templates.................................................................................................................25
Version 9.05.607a.........................................................................................................................................26
AFR Financial Data Security Manager......................................................................................................26
Multi-Currency.......................................................................................................................................27
Report Security.......................................................................................................................................27
Import from FRx Database......................................................................................................................28
Specify Row Number Increment..............................................................................................................28
Include RDLs in Export/Import.................................................................................................................28
Report Description in Header/Footer.......................................................................................................28
Version 9.05.607...........................................................................................................................................28
Import from Management Reporter Database.........................................................................................28
Version 9.05.606...........................................................................................................................................29
Display Only Natural Segments...............................................................................................................29
Format Date in Header/Footer.................................................................................................................29
Hide Columns With Empty/Zero Values...................................................................................................29
Open Balance Updated to Opening Balance............................................................................................30
Version 9.05.605...........................................................................................................................................30
Hide Columns.........................................................................................................................................30
Opening Debit and Credit Balance..........................................................................................................30
Display Currency.....................................................................................................................................30
Version 9.05.604...........................................................................................................................................31
User Properties.......................................................................................................................................31
Version 9.05.603...........................................................................................................................................31
SQL Query Timeout Setting.....................................................................................................................31
Version 9.05.602...........................................................................................................................................31
Local Language Support.........................................................................................................................31
Multi-Company Reports..........................................................................................................................32
Report Security.......................................................................................................................................32
Format Numeric Values...........................................................................................................................32
Convert RDLs..........................................................................................................................................32
Refresh RDL List......................................................................................................................................32
Version 9.05.601...........................................................................................................................................33
Multiple Books........................................................................................................................................33
Report Header and Footer.......................................................................................................................33
Updated Availability of Report Parameters...............................................................................................33
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Contents
Language Globalization..........................................................................................................................33
IF Function..............................................................................................................................................33
Version 9.05.600...........................................................................................................................................34
Supported Epicor ERP Applications..........................................................................................................34
Report Designer......................................................................................................................................34
Report Viewer.........................................................................................................................................34
Logon Server..........................................................................................................................................35
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Version 10.0.700
The following topics describe the Epicor Advanced Financial Reporting functionality released with the 10.0.700
service pack.
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Company database is then loaded automatically. For replication purposes, all the databases must be located on
the same SQL server, with the same security credentials.
Once you have initiated the replication tasks (in the same way as tasks for replication from other Epicor ERP
databases), you can create reports in the AFR Report Designer.
For details of which tables are replicated from an Enterprise database, view the application help for the AFR
Replication Monitor.
Version 10.0.600
The following topics describe the Epicor Advanced Financial Reporting functionality released with the 10.0.600
service pack.
10.0.700
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Rounding
In the Numeric Format section for reports, rows, and columns, a new Rounding option field enables you to
select the rounding for numeric values.
To set rounding at the report level, use the Rounding option field on the Reports > Detail > Options sheet.
To set rounding for a specific row, navigate to the Row Sets > Detail > Row Definitions > Detail > General
sheet, select the Override report numeric format check box, and select an option from the Rounding option
field.
To set rounding for a specific column, navigate to the Column Sets > Column Definitions > Detail sheet,
select the Override row numeric format and Format as text check boxes, and select an option from the
Rounding option field.
Note For numeric format options, column settings override row settings, and row settings override report
settings.
The rounding options are:
No Rounding
Nearest Hundred
Thousands
Millions
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Billions
Tip To display the above options as whole numbers, combine the Rounding option with the appropriate
setting in the Decimal places field.
The following table gives examples of how numbers display, according to selections made in the Rounding Option
and Decimal Places fields.
Example number: 33,135,712.25
Rounding Option
Decimal Places = 2
Decimal Places = 0
No Rounding
33,135,712.25
33,135,712
Nearest Hundred
33,135,700
33,135,700
Thousands
33,135.71
33,136
Millions
33.14
33
Billions
0.03
10
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In each column definition (Column Sets > Column Definitions > List or Detail), use the new Posted Status
field to override the report parameter just for that column. The options are the same as for the report parameters,
with an additional <Default> option, which means the column uses the option selected in the report parameters.
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13
Select Styles
You can now select from various style themes in Report Designer, Replication Monitor, and Data Security.
From the Tools menu, select Load Style Theme. By default, the AFR folder displays, with several themes already
available for selection. The default theme is Inspired.isl, which is also the default for Epicor 10.
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2.
Within SSRS, set up suitable Windows credentials on the Properties sheet of the relevant AFR data source.
3.
4.
In SSRS, in the required report(s), create a subscription for each report, to determine the output type (for
example, PDF), the save location (write access required), access credentials, and the schedule to use.
Important You must also fill in the AFRLogonServerUri field. You can see the AFR Logon Server
address in the Report Designer window, on the status bar at the bottom. For example:
tcp://serverA:12345/.
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15
Version 9.05.702c
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.702c
service pack.
16
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Version 9.05.702
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.702 service
pack.
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Single Column Update - Select the required details for a single column. This can be used to replace an
existing column, or add a new one.
Note If you select Start Column Expression Assistant for new columns on the Settings > General
tab in the Report Designer, the Single Column Update window launches whenever you create a new
column in a column set.
The assistants for multiple columns also have a Review option, which enables you to view, edit, rearrange or
delete particular columns. From the Review window, you can also launch a different version of the assistant, to
add additional columns.
The number of columns created depends on the reporting indicators selected, the number of different fiscal years
included, and the complexity of the fiscal period range.
Note The Column Expression Assistant is also accessed from within the Column Set Wizard, another
functionality new in version 9.05.702.
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Version 9.05.701
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.701 service
pack.
20
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21
Row Grouping
A new row grouping functionality was added which enables users to group data in rows by each unique value
of a financial database field.
To set up a group, use the new Group Start and Group End row types to enclose required data rows in the
group. In the Group Start row's Expression field, specify the database field by which you want to group data.
You can also specify whether you want the grouping to be in ascending or descending order.
The following financial database fields can be used for row grouping:
Company
BookID
FiscalYear
FiscalPeriod
SegValue1 to SegValue16
JEDate (only usable if you use FromDate and ToDate in Report Parameters)
Data from Account List or Account Sum rows included in a row group is filtered and grouped according to the
field(s) specified in the Group Start row expression.
Example You want data on your report to be grouped by fiscal period, in ascending order. In the Group
Start row Expression field, enter FiscalPeriod ASC. To display groups in descending order, use the keyword
DESC.
You can place groups within other groups. Both the Group Start and Group End rows of a child group must be
inside the parent group's Group Start and Group End rows.
In the Description field of data rows, right-click to select the database field value(s) specified in the Group Start
expression. This enables users to identify which value is represented in each row.
To separate each grouping in the report, enter a formatting row before the Group End row.
If a Row Sum row is included in a group, or a Row Sum expression references a row found in a group, the result
is calculated according to a specific algorithm, and is dependant on the relative positions of the Row Sum element
and the group(s).
If the Row Sum element contains a link to a row in the same group, the value used by the Row Sum element
is equal to the value for the linked row in the group.
If the Row Sum element contains a link to a row in a child sub-group, the value used by the Row Sum element
is equal to the value for the linked row in the child sub-group.
If the Row Sum element contains a link to a row in a parent group, the value used by the Row Sum element
is equal to the value for the linked row in the parent group.
If the Row Sum element contains a link to a row outside a group, the value used by the Row Sum element is
equal to the value for the linked row.
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2.
3.
Fill Sections
4.
Define Formatting
5.
In the Select Chart Of Accounts field, select the COA you want to use to create the row set.
Click Next to move on to the Report Sections Definition window. In the Specify Partitions grid, create new
partitions. These represent the high-level headings in the row set. Select the Reverse Sign check box if the sign
should be reversed for all accounts under the partition.
In the Specify Sections grid, enter details of sections which come under each partition. Sections represent
specific headings in the row set. Each section has a sequential number, with a prefix of the partition number to
which the section belongs, for example, 2.4. You must select the appropriate partition in the Specify Partitions
grid, in order to create each section.
Alternatively, you can load hard-coded partitions and sections based on typical balance sheet or income statement
report structures. When you click Load Balance Sheet Sections (default) or Load Income Statement Sections
(default), the partitions and sections automatically load into the grids. For details, refer to the Default Sections
topic in the Application Help.
Click Next to move on to the Report Sections Filling window. Specify which natural accounts belong in each
section. The Balance Sheet Accounts or Income Statement Accounts check boxes enable you to filter the
available natural accounts by their type. To assign accounts to a section, you must first select a value in the
Partition and Section fields.
The Specify if details for each account to be included in Report field determines which row type is created
for all the rows. There are three available options:
No details - Creates Account Sum rows in the row set.
Summarized by Natural Account - Creates Account List rows with NS (Display only natural segments)
selected in the Row Definitions > Settings field.
Full Details - Creates normal Account List rows.
Click Next to move on to the Row Definitions Formatting window. Specify how the different levels of the
row set will display. For formatting purposes, there are three levels:
1.
2.
3.
Summary or Details - Represents the data rows in the row set, of either Account Sum or Account List type.
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23
In the Exposition field, specify how the partition or section header or footer will display in the row set. You have
the option to display only the description (Title Only), the description and the sum total (Title and Totals), or
for the row not to display at all (Hide).
Click Next to move on to the Create Row Set window, where you specify a name for the row set. Click Finish.
24
1.
2.
Format defined on report definition level (Reports > Detail > Options).
3.
Format specified on report definition database level (Tools > Settings > Default Formats).
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4.
For dates: Formatting specified in the Short date field in Region and Language settings in Windows
Control Panel.
For fiscal periods: YYYY[-S]/PP format string. For example, 2012/07.
For details of available date and period formats, refer to the application help.
Renumber Rows
A new option was added to the Actions menu which allows you to renumber the rows in an existing row set,
according to an increment value you specify.
To renumber rows, select Renumber Rows from the Actions menu. This option is only available if a sheet under
Row Sets is in view, or a row set is selected in the tree view.
In the Renumber using increment field, enter the value by which each row number will be incremented. The
default value is 10.
Select Adjust references for loaded associated Column Sets to apply the row number changes in column
set expressions which reference the row set.
Note The column sets must be open in the AFR Report Designer for changes to be applied.
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25
Version 9.05.607a
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.607a
service pack.
26
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Multi-Currency
Multi-currency functionality was added which allows users to set a report currency for displaying reports, and
the ability to convert data from books with different currencies into the report currency.
Two new fields were added to the Report > Detail > Parameters sheet:
Currency - You can select the report currency from the drop down list or enter a value manually. The list of
available currency codes is made up of the currency codes from all books available in the AFR financial database.
CurrencyConversions - Manually enter currency exchange rates in this field. Each unique currency assigned
to any selected books is displayed in the format <CurrencyCode>/0.00. You must specify an exchange rate
value that is not zero (0.00). You can use either the * (multiply) or the / (divide) operator. The report currency
exchange rate displays as <CurrencyCode>*1.00.
These two fields were also added to the AFR Report Viewer, so you can select currencies and alter exchange rates
at runtime.
A new check box was added to the Column Sets > Column Definitions > Detail and List sheets.
Convert to Report Currency - Select this check box to convert the financial data in a column to the report
currency. For example, use this functionality when you specify in the column a book with a currency different
from the report currency.
Report Security
The existing security settings for editing reports now include separate security settings for editing each element
assigned to a report, namely row sets, column sets, reporting trees, and dictionaries.
In the AFR Report Designer, a Security tab displays under the sheet for each report element, namely Row Sets,
Column Sets, Reporting Trees, and Dictionaries.
The security settings work according to the logic in the following example:
There is a report, Report1.
RowSet1 and ColumnSet1 are assigned to Report1.
Users JSmith and HSanchez have Edit and View rights to Report1.
Only user JSmith has Edit rights to RowSet1.
Users HSanchez and KChu have Edit rights to ColumnSet1.
Based on the above settings, the behavior is as follows:
User JSmith can add other column sets to Report1, and can remove Columnset1 from Report1. They cannot
edit ColumnSet1.
User HSanchez can assign a different row set to Report1, but cannot edit RowSet1 .
User KChu can edit ColumnSet1. They cannot edit Report1, cannot add/change row sets/column sets in
Report1, and cannot edit RowSet1.
When you create a new element or report, the username of the Default Edit Access Role (set up in the Settings
> General window) and the currently logged in user are assigned Edit rights in the Security tab for the element.
To assign edit rights to additional users or user groups within a report or element, select New XXX Edit Access
from the New menu (where XXX is Report, Row Set, Column Set, Reporting Tree or Dictionary).
An element cannot be edited or deleted if the user does not have Edit rights for that element. This includes
adding, editing, or deleting Edit rights to the element itself.
This expansion does not affect View rights, which remain at the report level only.
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Each element must have at least one Edit permission. Otherwise, the element cannot be saved.
Version 9.05.607
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.607 service
pack.
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Select the reports and report dimensions you want to import and convert for use in AFR.
View the log file which is created to determine items which require attention before an AFR report can be created.
Version 9.05.606
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.606 service
pack.
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29
Version 9.05.605
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.605 service
pack.
Hide Columns
A Visible text box was added to the Column Set > Column Definitions > Detail and List sheets to allow users
to optionally hide columns in AFR reports.
To hide a column, in the Column Sets > Column Definitions > Detail or List sheet, click the button next to
the Visible text box and select False.
The purpose of the hide column option is to enable the hiding of columns which should not display on the final
report, such as columns containing complex expressions which lead to final results in other columns.
Display Currency
A new keyword, Book.CurrencyCode, was added to allow users to display the currency code of the report,
based on the book(s) specified in the report parameters.
This keyword is available for selection in the context menu on the Reports > Detail > Header Footer sheet,
and also in the Header field in Column Sets > Column Definitions sheets. The path in the context menu is
Book > [CompanyID] > [BookID] > CurrencyCode.
When used in a report header or footer cell, this keyword returns the currency code defined for the book specified
in the report parameters. If there are multiple books with different currencies specified, a comma delimited list
of currencies displays.
When used in a column header, the keyword returns the currency code of the book specified in the column's
Book Filter. If no book is specified in the filter, the keyword returns an empty string.
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Version 9.05.604
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.604 service
pack.
User Properties
A User Properties sheet was added to the the Row > Details sheet to allow users to optionally define row
properties in AFR reports.
To create a new user-defined property, from the New menu, select Row Set User Property.
The purpose of user-defined properties is to enable the display of values other than those provided by the normal
functions, such as Row Number, Row Description, Account Description, and so on. Once you create a new
property, you can assign values the properties on each row in the Row Definitions > List sheet. You can reference
these properties in column expressions to display the values on your reports or use them as variables in expressions.
There are four types of user-defined properties available: Character, Number, Boolean, and DateTime. You
can create up to ten properties of each type.
Version 9.05.603
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.603 service
pack.
Version 9.05.602
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.602 service
pack.
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31
Various languages are currently available from Epicor for the Advanced Financial Reporting application and more
languages will be released in the future. To find out which languages are available, contact your Epicor customer
account manager.
Multi-Company Reports
Each report can display the financial results from multiple companies. You do this by first defining the company
and then the specific book from that company you want included on the report.
You define which companies and books you want to display within each row. To do this, launch the Expression
Builder within the specific row and select the specific company and book you want to display in the row.
Be sure the books you select to include on the report share the same fiscal period structure. If they do not, you
will receive poor results on the report.
Report Security
You can restrict which users view and/or edit each advanced financial report. To do this, you limit access to each
report by selecting Windows users and/or Windows local groups.
You assign security to each report within the Report Designer. Under the Report tab, a Security sheet is available
where you can assign specific Windows users and/or local groups to the report. Only the specific users and users
contained within the selected local groups can then run the financial report.
Users can either have Edit or View permission on the report. The users who have View permission can only run
and display the report, while users with Edit permission can make changes to the report within the Report
Designer.
Convert RDLs
Use the Convert RDLs action to transform report definition language files previously customized by users, to the
new version of AFR. The conversion process backs up the RDL by copying the original file to the /AFR.bak folder
located on the server where Microsoft SQL Reporting Services is installed.
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Version 9.05.601
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.601 service
pack.
Multiple Books
You can display the financial results from multiple books together on the same report.
To leverage this functionality, you define the parameters to include results from the specific books you want to
appear on the report.
Language Globalization
The Report Designer interface can now be modified to display using different languages.
You leverage this feature by first installing a file that contains the language strings translated for the Report
Designer. You then run the VantageLocalizer utility to make these strings available for display within the Report
Designer. This translation utility is installed with your Epicor application.
You then configure the Report Designer to see this new language file by modifying its Culture Code value to
match the code for the installed language. When users launch the Report Designer, the interface displays using
the new language.
IF Function
The IF function is introduced.
In certain cases, the calculated values are to be shown in different places depending on the sign or other conditions.
For example, amount must be shown in the Gain or Loss column depending on its sign.
Another case where conditional operations are strictly required is in the replacing of zero-values in some cells by
a specified indicator. In Russian reports, some cells which are always zero by nature, or when zero value is
expected, shall be filled by 'X' sign.
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33
Version 9.05.600
The following topics describe the Epicor Financial Report Designer functionality released with the 9.05.600 service
pack.
Report Designer
Report authors use the report designer to create SQL Server Reporting Services report definition files (.rdl). You
can view the rdl files through the Report Viewer or generate them for display in a variety of other formats.
Row sets, columns sets and reporting trees
The main building blocks for AFR reports are row sets, column set and reporting trees. Once these items are
defined, you can combine them for view in a report.
Row sets - Row sets can be created of types: Account Sum, Account List, Row Sum, Single under score, Double
under score, single underline, double underline or page break. Rows are pre numbered to 200, but you can add
additional rows if you need. Row set versions can also be created to accommodate multiple GL books. Use the
Expression Builder to select the account(s), account category(s), or dictionary definition for each report row. A
font control is available for the formatting of font type and size.
Column sets - Column sets can be based on summarized balances or transactions lines. Column definitions can
use Expression Builder, Header, PeriodFrom, PeriodTo, FilterAccounts and FilterBooks.
Reporting trees - Use reporting trees to create reporting hierarchies by company and chart of accounts. You
can further define reporting trees by account ranges, account categories, and dictionaries you define.
Putting the report elements together and creating .rdl
You give each report a name, select the reporting tree, and row set. You can then add one or more column sets
and set parameter values. You can also set the option to hide rows with zero values.
You can also preview the report within the Report Designer by highlighting it, clicking the Actions menu, and
selecting the preview option. When you are satisfied with the report, use the Actions menu again to generate
the .rdl file. You can save the .rdl to the file, system and/or upload to SQL Server Reporting Services report server
site. Optionally you can choose to further format the .rdl file in SQL Server Business Intelligence Development
Studio or SQL Server Report Builder.
Report Viewer
The Report Viewer is configured with the URLs to the SQL Server Reporting Services Report Manager and Report
Server.
Users open the report viewer and can select to view published reports they have been enabled to see.
Administrators can manage user access to reports using the SQL Server Reporting Services Report Manager.
Once a report is opened, users can use the SQL Server Reporting Services Report toolbar which allows them to
navigate through reports by page, search for words or numbers, zoom and print. Depending on the report, the
Report toolbar also may allow them to enter report parameters.
Also on the Report toolbar is the capability to export reports to the following formats:
XML
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CSV
Acrobat (PDF)
Microsoft Excel
TIFF
Logon Server
The AFR Logon Server service is installed on a server on your network. It provides centralized license management.
The Logon Server tracks both Report Designer and Report Viewer concurrent license use.
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