How to set up a new company in FRx

Entry Type: Informational

Product: FRx

Application: FRx Desktop

Version Reported: NA

Subject:

How to set up a new company in FRx

Possible Resolution:

Note: Support for FRx has changed. Please see the following notice:

FRx Updates Notice By Microsoft

In FRx:

1. On the Company menu, click Information.
2. Click the New button, and enter the following:
• FRx Company Code = enter a unique code that equals the company code in the accounting package
• Company Name = enter a description that corresponds with the company name in the accounting package (this name also displays on the reports by default)
• Accounting System = select the appropriate accounting package
• Specification Set = Default
  Notes:
• If a specification set has previously been created based on the accounting package, select it here.
• This is where FRx stores a company's report building blocks (the row formats, column layouts, reporting trees, and catalog IDs).
• Import and Export Path = accept the default IO_Data subdirectory, or enter a new path for imported or exported files
  Note: This path identifies where FRx stores and searches for the DrillDown Viewer (.FRD and .FRV), .XML, Microsoft Excel (.XLS), and Lotus 1-2-3 (.WK1) files, as well as the default path for export .TDB files.
• Amount and Date Format = leave this field blank. FRx defaults to the computer setting if an option is not selected. This setting applies only to this company and the reports associated with this company. For individual reporting units in a reporting tree, override this setting.
• Period Description = enter the period description to be displayed in this company's report headers from describing a single report period
• Plural Description = Months Ending
  Notes:
• If the periods are not full months, change the default description to Periods Ending.
• The text entered in this box is used in the report headings. For example, if 'Months Ending' is entered in this box, the heading for a report generated for March 2004 displays 'For the Months Ending March 31, 2004'.
3. Click the System Specific Information tab.
4. Enter the path/DSN to the accounting package:
• FRx for Sage PFW ERP:
  In the System Directory field, enter the path where the Sage PFW files are located. The path should include the ..\Platinum\ folder only. Do not include the company folder in this field.
• FRx for Sage MAS 500 ERP and Sage MAS 200 ERP - SQL Server Edition:
  In the Data Source Name field, enter the System DSN name that is configured to access the Sage MAS 500 data.
• FRx for Sage MAS 90 ERP and Sage MAS 200 ERP:
  In the Path field, enter the path to the Sage MAS 90 ERP or Sage MAS 200 ERP data (for example, T:\Acctg\MAS90).
  Note: UNC paths may also be used.
5. In the Company Code field, enter the company code that is in the accounting package, and then click Save.