Cannot locate the Vision Agora XLB Add-in. Aborting.

  1. Open Excel Options.
  2. Navigate to Trust Center.
  3. Click on Trust Center Settings.
  4. Check the options for “Enable all macros” and “Trust access to the VBA project.”

Error Returned from Database Locator Service : 00210 Failed to connect MDB Locator services

To resolve the issue, ensure all services are running:

1. Log in to the server.

2. Open the Services application and verify that all SunSystems services are running.

Why am I unable to run depreciation calculations in SunSystems?

In SunSystems versions 6.2, 6.3, and 6.4, if even one asset register lacks an asset posting preset, the Depreciation Calculation will not function. The asset posting preset is where depreciation information is entered.

To resolve this issue, ensure that all asset registers have an asset posting preset.

Allocation in Progress - Cannot Amend in Account Allocation

  1. Open the Chart of Accounts Setup.
  2. Enter the Account Code.
  3. Click OK.
  4. Click Amend.
  5. Open the General tab.
  6. Set "Allocation in Progress" to No.
  7. Click OK.
  8. Completed.

Cannot Initialize Posting DLL Error - SunSystems

  1. Run Command Prompt as Administrator.
  2. Execute the following script: 
regsvr32.exe "C:\Program Files (x86)\Infor\Query and Analysis\Settings\LsAlchemy\SS6\Data Send Definitions\SS6_LedgerImport_103.dll"

Note: The Datalink folder location might vary depending on your setup. It is generally recommended to check the About tab in Maintenance to determine the location of the user's Settings folder.



How do I update the description of a journal in SunSystems?

  1. Open Account Allocation.
  2. Type the account code for the account you want to change.
  3. Enter any additional criteria (e.g., Journal Number, Accounting Period, etc.).
  4. Click "Extract."
  5. Change the description or any other information as needed.
  6. Click "Post By Base" to commit the changes.

How do I run Asset Depreciation Calculation in SunSystems?

Steps on how to run asset depreciation calculation in SunSystems?

  1. Open Asset Depreciation Calculation
  2. On the screen click OK
  3. Type the Depreciation Period
  4. Post Transactions = Yes
  5. Posting Period = Single
  6. Type Balance Sheet Account
  7. Type Profit and Loss Account
  8. OK
  9. Ok
  10. Print
  11. Ok
  12. Done

How do I upload an exchange rate in SunSystems?

  1. Prepare the template.
  2. Update the monthly and period rates.
  3. Upload and save the result as an XML file.
  4. Open Transfer Desk.
  5. Select the profile.
  6. Open the XML file.
  7. Run the process.

How do I post a transaction in SunSystems?

 Steps to post a transaction in SunSystems

  1. Open Ledger Entry
  2. Type Transaction Reference - OK
    1. Period
    2. Accouunt code
    3. Fill out all mandatory fields
    4. Description
    5. Amount
    6. Debit or Credit
    7. OK
  3. If you would like to add more transaction/line, click on new line. At the right top of screen, you will see either the journal is balance or not.
  4. Final step, click post button to post the transaction.
  5. Finish 

How do I post an asset transaction on SunPlus?

  1. Create an asset code on Fixed Asset Register/Fixed Asset Record Setup. Please remember to attach  "Asset posting preset".
  2. Follow the journal below. 



     3. When the fund taken from Allocated Resource, 
         You will need to transfer out from AFO to UFNT. 
         Please see the journal below.





How do I copy a business unit in SunSystems 6.3?

Copying a business unit should be done by Support Team. Please contact your local support team.

How do I start services in SunSystems 5.4.1?

1. Open Services
2. Navigate to SunSystems....... (Usually there are three services)

- SunSystems Connect Server
- SunSystems Security Service
- SunSystems Session Manager

3. Right click and start


* If you can not start SunSstems Security Service, follow the steps below
1. Unplug the LAN cable
2. Start the service
3. Plug in the LAN cable

How to unlock a locked user in SunSystems?

1. Login to User Manger

2. Double click on the username


3. Change Lock Status from Lock to Unlocked

4. Click on ... to change your password


5. Finish


Why I can't run depreciation calculation in SunSystems 6.3.1?

When at least One of the assets doesn't have Asset Posting Preset. SunSystems will not allow to run Depreciation Calculation because the Systems doesn't know where to post the transaction especial the analysis information. 

To Fix the issue,  make sure all of asset register has asset posting preset.

How do I restore SunPlus 541 databases?

Why do I need to restore databases?
- When you change the server
- When you need to restore to a specific date
 

What are the steps to restore the database?
1. Open and login to SQL Server Management Studio
2. Restore the Databases
3. Update the server name, ServerFiles and Example Report on DOMAIN database
4. Login to User Manager - Settings - SunSystems 5 - Configuration - Test Connection
   * If the server name is changing, please update the server name
5. Open Database Utility - Re-Link Database

Ledger Import Maping

Business Unit
Definition
Layout Identifier
Error Cell
Matrix-N
Skip Blanks-Y

Ledger Import Header
Create Date
Description
Posting Type-2
Write to hold file-N
Post to Rough Book-N
Allow balancing transaction-0
Suspense account-338501
Other account-338501
Default period
Report errors only-Y
Suppress substitute message-N
Journal Type
Post report account-338501
Post Ledger-A
Allow over budget-N
Allow posting to suspended accounts-N

Ledger Import Details
Account Code
Accounting Period
Transaction Date
Journal Source
Transaction Reference
Description
* Debit Credit Maker (Matrix)
* Memo Amount (Asset Quantity)
L1
L2
L3
L4
L5
L6
L7
L8
L9
L10
4th Currency Code
4th Currency Amount

SSC is not working in Ledger Import

1. Download the files on this link Software

2. Install the software on the server

How do I create Ledger H?

Open OLT


Ledger Bal = H
Held=No
Budget=H
BUL=H

SunPlus Upgrade Process

SunSystems Upgrade Process From 5.4 to 6.2 or 6.3


Example:
Upgrade for Period 006/2019
Beginning Balance 012/2017
Net Activity 001/2018 - 012/2018
Line by Line Transactions 001/2019 -006/2019

1. Convert GDCoA
2. Upload Beginning Balance (Balance Sheet and Net Asset)
3. Upload Net Activity
4. Upload Line by Line of Transactions.

Details
Net Activity (Filter by Period, Journal Number, Journal Source)
- Get net activity using summary report
- Convert the information to Ledger Import
- Upload Data

Line by Line Transactions (Filter by Period, Journal Number, Journal Source)
-Get Detail Report using Details Report
-Convert to Ledger Import
-Upload Data

For Multi Currency
Base from Base
Transaction from Transactions
4th from Base
Compare Base and Transaction, make sure it has the same sign (- or +)

Transfer Desk Problem in SunSystems 6.3.1

DOMN_ROOT_SRVR_FLDRS

DOMN_CHILD_SRVR_FLDRS

Why I cannot select any Business Unit in MS Office 2016 - Q&A?


  1. Open any one Office 2016 app, such as Excel.
  2. Click on the File tab.
  3. Select the Account tab on the left-side pane. On the right-side pane, locate the Office Updates section. Click on Update Options button, and then click on Disable Updates.
  4. Navigate with CMD commands to the following folder: C:\Program Files\Common Files\Microsoft shared\ClickToRun then run this command: OfficeC2RClient.exe /update user updatetoversion=16.0.9330.2087

SQL Installation

Notes for SQL Installation:

  • Install all features using default values
  • Do not change the default instance “MSSQLSERVER”
  • Specify the Authentication Mode as Mixed Mode andAdd Current User in every configuration.
  • sa” and password user will be used in Q&A Configuration

Windows Installation

  1. Install Windows
  2. Computer Name
  3. Set Time Zone
  4. Turn Off Windows Firewall
  5. Turn off IE Enhanced Security Configuration
  6. Run Windows Update
  7. Set IP Address
  8. Configure Remote Desktop
  9. Add Feature https://sp-kb.blogspot.com/2019/06/windows-roles-and-features.html
  10. Go to SQL Installation

Implementation Steps


  1. Create Business Unit
  2. Create User’s ID
  3. Set up Business Unit
  4. Copy Core Database to Newly Created Business Unit
  5. Compile Forms
  6. Regenerate the Filter Data Dictionary
  7. Amend the setup of the newly created business unit as the various setup fields of the newly created business unit are populated by the core business unit data during the business unit copy
  8. Define Asset Depreciation Timing Rule
  9. Amend the Business Unit Ledger Set up
  10. Create Site’s Address with Site’s OrgID as the address code
  11. Create Payment Terms
  12. Set up the name of the newly created business unit
  13. Create or Amend Label or Name of the newly created business unit budget ledgers
  14. Set up/amend various Dimensions
  15. Attach Dimensions to various Table Structures
  16. Set up Currency Codes
  17. Create/Amend Transfer Profile Designer
  18. Create/Amend Dimension Codes or through Vision XL Upload
    1. Resource
    2. TFWW – To/From Who/Where
    3. FUND - Fund
    4. FNCT - Function
    5. RSTR - Restriction
    6. ORGID – SDA Organization
    7. WHO - Employee/Donor
    8. FLAG - Print In/Out
    9. PROJ – Project
    10. CLASS – Class of Accounts
    11. TYPE -  Type
    12. LOCAL - Localization
  19. Setup Chart of Accounts
    1. Upload data through Vision XL
  20.  Setup AP/AR & Debtors/Creditors Supplier Record
    1. Upload data through Vision XL
  21. Set up Exchange Rates
    1. Period Rates Table
    2. Daily Rates Table
  22. Setup Journal Types
    1. Establish Ledger Sequence Number
    2. Create/Implement Journal Preset
    3. Create/Amend Journal Type
  23. Design Navigation Manager
    1. Create various user’s group
                                          i.    Redesigned Navigation Manager
  1. Populate Business Unit with beginning balances
  2. Enter Budget through ledger import
  3. Test Financial Statements and Reports
    1. Vision Executive Statements
    2. SunPlus Reports
                                          i.    Trial Balance
                                        ii.    Journal Listing
                                       iii.    Account Statement
                                       iv.    Etc
  1. Design Localize Financial System
  2. Start entering transactions through Ledger Entry

Update Windows Roles and Features

Server Roles
  CheckApplication Server
  File and Storage Services (1 of 12 installed) - selected by default
  CheckWeb Server (IIS)
Expand.NET Framework 4.5 Features
  CheckASP.NET 4.5
  ExpandWCF Services
    CheckHTTP Activation
    CheckMessage Queuing
    CheckNamed Pipe Activation
    TCP Port Sharing (checked by default) 
Role Services
  ExpandCommon HTTP Features    
    CheckDefault Document
    CheckDirectory Browsing
    CheckHTTP Errors
    CheckStatic Content
    CheckHTTP Redirection
  ExpandHealth and Diagnostics
    CheckHTTP Logging
    CheckCustom Logging
    CheckLogging Tools
    CheckRequest Monitor
    CheckTracing
  ExpandPerformance
    CheckStatic Content Compression
  ExpandSecurity
    CheckRequest Filtering
    CheckBasic Authentication
    CheckDigest Authentication
    CheckWindows Authentication
  ExpandApplication Development
    Check.NET Extensibility 3.5
    Check.NET Extensibility 4.5
    CheckASP .NET 3.5
    CheckASP .NET 4.5
    CheckISAPI Extensions
    CheckISAPI Filters
  ExpandManagement Tools
    CheckISS Management Console


NOTE:
    If you have checked something you shouldn’t check and you want to remove a check, go toManage menu at top ofServer Manager>Dashboard interface

Event Profiles

7ADD, 7ANC_LOOKUP, 7BUS, 7CNC, 7CND, 7COA, 7FAS, 7FASDPS, 7LE, 7LECRA, 7LEI_A, 7LEI_O, 7LE_POST_RTNJNL, 7LI, 7SUS To Upload Chart of Account 7COA (Suspend after upload Re-Open) 7ANC_LOOKUP (Suspend after upload Re-Open) Posting Fix Asset Without Fix Asset Code 7LEI_O  Action: Suspended ad after Posting Re-Open

How do I update the dictionary on FS?

1. Open the FS
2. Edit - Dictionary
3. Backup - Import
4. File Name (Browse to the file location)
5. Import
6. Do you with to continue with the import? Yes
7. Import Complete. Ok

What is the sequence of running services in SunSystems 6.3.1?

V1

  1. SunSystems Configuration Service
  2. SunSystems Connect Server
  3. SunSystems Web Services
  4. SunSystems Session manager
  5. SunSystems Security Service
  6. SunSystems Report manager Services 

V2
  1. Databases (Restart of MS SQL)
  2. SunSystems Security Service
  3. SunSystems Configuration Service
  4. SunSystems Connect Server
  5. SunSystems Session manager
  6. IIS (Via IIS Manager)
  7. SunSystems Web Services
  8. SunSystems Report manager Services

How to create Business Unit in SunSystems 6.3.1?

This steps done by Implement

1. Business Unit Administration
2. Select SunSystemsData
3. Explode All
4. Select SunSystemsData (Group Type=Live)
5. Create
6. Business Unit Code: AAA
7. Ok
8. Does not exist; do you wish to craete?
9. Yes
10. Business Unit Description: Adventist Church Conference Test
11. Value 1: Base Currency Name: Dollars; Base Currency:USD1
12. Value 2: Default
13. Value 4: Default for multi currency; For single currency (4th Currency Value Name=Base Currency Name, 4th Currency Code=Base Currency)
14. Ok
15. Cancel
16. Ok
17. Ok
18. Ok
19. Finish
20. Exit
21. Business Unit Administration
22. Select Business Unit; Status=Offline
23. Put Online
24. The following Business (Unit(s) will be put online-AAA : Yes
25. Exit
26. Done

How to restore database in SunPlus 5.4.1?


  1. Run Command Prompt as Administrator
  2. Run Step 1-8
  3. Stop Services
    1. SunSystems Connect Server
    2. SunSystems Security Service
    3. SunSystems Session Manager
  4. RESTORE DATABASE
SUNPLUSADV
SU_DOMAINDB
GSDB
  1. Start Services
  2. Open SQL Server Management Studio
    1. Open 
SU_DOMAINDB
Tables
DOMN_DSRCE_CONFIG
SRVR_FILES
C:\ProgramData\Infor\SunSystems\SharedFiles\ServerFiles
ROX_PATH
C:\ProgramData\Infor\SunSystems\SharedFiles\ExampleReports 
  1. User Manager
    1. Settings
      1. SunSystems 5
        1. Configure
          1. Server : <masukan nama server>
          2. Database: SU_DOMAINDB 
        2. Operator Activity 
          1. Clear
  2. Setup.hta
    1. SunSystems Domain Utility Menu (baris paling akhir)
      1. Re-link SunSystems Data to SunSystems Domain
        1. Datasource Name : SU_DOMAINDSN
        2. Instance Name : <Server Name>
          1. Business Unit Group Name : ADVGRP
          2. SQL Server Instance Name: <Server Name>
          3. SunSystems Database Name: SUNPLUSADV
            1. Group Name : SUServices
            2. Group Name : SUClient 
  3. Install/Synchronize Patchset (Stop Services When Installing)

How to login and logout in SunSystems?

1. Double click the SunSytems shortcut icon on the desktop
2. Type Username and Passwrod
3. Click Sign in or hit enter

There are three different menu in SunSystems
1. Tab Menu
2. Lookup Menu
3. Search Menu

To logout form SunSystems, Click X button on the right top corner.

Notes. If you don't have an account yet, Please contact your local support. The user accounts can be created in User manager.

How do I change Current Period, Open Period and Open Dates in SunSystems?

  1. Open Ledger Setup and click amend
  2. Set current period
  3. Set open period range
  4. Set open date range 

How do I close an account in SunSystems?

How to re-open closed/Completed account in SunSystems?

How do I create a new user in SunSystems?

1. Open User Manager by double click on the icon. Log in using following credentials
    Username : suadmin
    Password : <enter suadmin password>
    Note - If you don't know what is the password, please contact the support team

2. Click on add user icon
3. Fill up
User Name
Group Membership
Full Name
Description
Title
Tick on Enable Standard Authentication for this user
Password (click on ... to create a password)

4. Click on Windows Authentication. If you require the user login automatically using windows credential
Tick on Enable Windows authentication for this user
Windows account
5. Click on SunSystems 5
Operator Code
Lookup COde
Short Heading
Default Business Unit
Default Budget
Language
Set Operating System Date

FINISH









How to Enabling the Infor Q&A or Add-Ins in Excel



Open C:\Program Files (x86)\Infor\Query and Analysis\ExcelAddinRemoveAdd (double click)




Tick the Microsoft Excel Box and then the Apply Button




Open up Microsoft Excel and make sure “Infor Q&A” or “Add-Ins” appear



If Infor Q&A or Add-Ins doesn’t appear, follow the next steps. Open up Microsoft Excel, Click on File, then Options.



Choose the Add-ins tab on the left. At the bottom of box-Manage: COM Add-Ins and click the Go button.



Tick the Infor Query and Analysis Add-In box and click OK.



The following tab should then appear in your Menu Ribbon