- Open Excel Options.
- Navigate to Trust Center.
- Click on Trust Center Settings.
- Check the options for “Enable all macros” and “Trust access to the VBA project.”
Cannot locate the Vision Agora XLB Add-in. Aborting.
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
- Open
the Chart of Accounts Setup.
- Enter
the Account Code.
- Click
OK.
- Click
Amend.
- Open
the General tab.
- Set
"Allocation in Progress" to No.
- Click
OK.
- Completed.
Cannot Initialize Posting DLL Error - SunSystems
- Run Command Prompt as Administrator.
- 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?
- Open Account Allocation.
- Type the account code for the account you want to change.
- Enter any additional criteria (e.g., Journal Number, Accounting Period, etc.).
- Click "Extract."
- Change the description or any other information as needed.
- 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?
- Open Asset Depreciation Calculation
- On the screen click OK
- Type the Depreciation Period
- Post Transactions = Yes
- Posting Period = Single
- Type Balance Sheet Account
- Type Profit and Loss Account
- OK
- Ok
- Ok
- Done
How do I upload an exchange rate in SunSystems?
- Prepare the template.
- Update the monthly and period rates.
- Upload and save the result as an XML file.
- Open Transfer Desk.
- Select the profile.
- Open the XML file.
- Run the process.
How do I post a transaction in SunSystems?
Steps to post a transaction in SunSystems
- Open Ledger Entry
- Type Transaction Reference - OK
- Period
- Accouunt code
- Fill out all mandatory fields
- Description
- Amount
- Debit or Credit
- OK
- 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.
- Final step, click post button to post the transaction.
- Finish
How do I post an asset transaction on SunPlus?
- Create an asset code on Fixed Asset Register/Fixed Asset Record Setup. Please remember to attach "Asset posting preset".
- 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
- 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
2. Start the service
3. Plug in the LAN cable
How to unlock a locked user in SunSystems?
1. Login to User Manger
3. Change Lock Status from Lock to Unlocked
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
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
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 +)
Why I cannot select any Business Unit in MS Office 2016 - Q&A?
- Open any one Office 2016 app, such as Excel.
- Click on the File tab.
- 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.
- 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
- Install Windows
- Computer Name
- Set Time Zone
- Turn Off Windows Firewall
- Turn off IE Enhanced Security Configuration
- Run Windows Update
- Set IP Address
- Configure Remote Desktop
- Add Feature https://sp-kb.blogspot.com/2019/06/windows-roles-and-features.html
- Go to SQL Installation
Implementation Steps
- Create Business Unit
- Create User’s ID
- Set up Business Unit
- Copy Core Database to Newly Created Business Unit
- Compile Forms
- Regenerate the Filter Data Dictionary
- 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
- Define Asset Depreciation Timing Rule
- Amend the Business Unit Ledger Set up
- Create Site’s Address with Site’s OrgID as the address code
- Create Payment Terms
- Set up the name of the newly created business unit
- Create or Amend Label or Name of the newly created business unit budget ledgers
- Set up/amend various Dimensions
- Attach Dimensions to various Table Structures
- Set up Currency Codes
- Create/Amend Transfer Profile Designer
- Create/Amend Dimension Codes or through Vision XL Upload
- Resource
- TFWW – To/From Who/Where
- FUND - Fund
- FNCT - Function
- RSTR - Restriction
- ORGID – SDA Organization
- WHO - Employee/Donor
- FLAG - Print In/Out
- PROJ – Project
- CLASS – Class of Accounts
- TYPE - Type
- LOCAL - Localization
- Setup Chart of Accounts
- Upload data through Vision XL
- Setup AP/AR & Debtors/Creditors Supplier Record
- Upload data through Vision XL
- Set up Exchange Rates
- Period Rates Table
- Daily Rates Table
- Setup Journal Types
- Establish Ledger Sequence Number
- Create/Implement Journal Preset
- Create/Amend Journal Type
- Design Navigation Manager
- Create various user’s group
i. Redesigned Navigation Manager
- Populate Business Unit with beginning balances
- Enter Budget through ledger import
- Test Financial Statements and Reports
- Vision Executive Statements
- SunPlus Reports
i. Trial Balance
ii. Journal Listing
iii. Account Statement
iv. Etc
- Design Localize Financial System
- 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)
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
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
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
- SunSystems Configuration Service
- SunSystems Connect Server
- SunSystems Web Services
- SunSystems Session manager
- SunSystems Security Service
- SunSystems Report manager Services
V2
- Databases (Restart of MS SQL)
- SunSystems Security Service
- SunSystems Configuration Service
- SunSystems Connect Server
- SunSystems Session manager
- IIS (Via IIS Manager)
- SunSystems Web Services
- 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
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?
- Run Command Prompt as Administrator
- Run Step 1-8
- Stop Services
- SunSystems Connect Server
- SunSystems Security Service
- SunSystems Session Manager
- RESTORE DATABASE
SUNPLUSADV
SU_DOMAINDB
GSDB
- Start Services
- Open SQL Server Management Studio
- Open
SU_DOMAINDB
Tables
DOMN_DSRCE_CONFIG
SRVR_FILES
C:\ProgramData\Infor\SunSystems\SharedFiles\ServerFiles
ROX_PATH
C:\ProgramData\Infor\SunSystems\SharedFiles\ExampleReports
- User Manager
- Settings
- SunSystems 5
- Configure
- Server : <masukan nama server>
- Database: SU_DOMAINDB
- Operator Activity
- Clear
- Setup.hta
- SunSystems Domain Utility Menu (baris paling akhir)
- Re-link SunSystems Data to SunSystems Domain
- Datasource Name : SU_DOMAINDSN
- Instance Name : <Server Name>
- Business Unit Group Name : ADVGRP
- SQL Server Instance Name: <Server Name>
- SunSystems Database Name: SUNPLUSADV
- Group Name : SUServices
- Group Name : SUClient
- 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
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.
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?
- Open Ledger Setup and click amend
- Set current period
- Set open period range
- Set open date range
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
Watch the video on How to create new user in SunSystems
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
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