Allocation in Progress - Cannot Amend in Account Allocation

 Steps to resolve the issue:

1. Open Chart Of Account Setup
2. Enter the account code
3. Open Tab General
4. Set Allocation in Progress to No 

Cannot Initialize Posting DLL Error - SunSystems

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

Please make a note that Datalink folder might be different depending on your setup. Generally we would recommend to check About tab in Maintenance to check from where is the user's Settings folder taken.

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

1. Open Account Allocation

2. Type the account code for which one you want to change

3. Enter any additional criteria (Journal Number, Accounting Period, etc.)

4. Click "Extract"

5. Change 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 exchange rate in SunSystems?

The exchange rate must upload monthly. On this video you will see a complete tutorial on how to upload the exchange rate. Please know that, this is just for the entity who are using multi currency.

Please watch the complete tutorial on this link

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

24. Populate Business Unit with beginning balances
25. Enter Budget through ledger import
26. Test Financial Statements and Reports
1. Vision Executive Statements
2. SunPlus Reports

                                          i.    Trial Balance

                                        ii.    Journal Listing

                                       iii.    Account Statement

                                       iv.    Etc

27. Design Localize Financial System
28. 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

5. Start Services
6. Open SQL Server Management Studio
1. Open 

SU_DOMAINDB

Tables

DOMN_DSRCE_CONFIG

SRVR_FILES

C:\ProgramData\Infor\SunSystems\SharedFiles\ServerFiles

Atau \\NamaServer\SharedFiles\ServerFiles

ROX_PATH

C:\ProgramData\Infor\SunSystems\SharedFiles\ExampleReports 

Atau \\NamaServer\SharedFiles\ExampleReports

7. User Manager
1. Settings
1. SunSystems 5
1. Configure
1. Server : <masukan nama server>
2. Database: SU_DOMAINDB 
2. Operator Activity 
1. Clear
8. 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 
9. 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.

Watch the video on how to login and logout in SunSystems

How to make a Financial Statement using Microsoft Excel?

Download the exel file here

A simple way to upload budget using Ledger Import

How to reverse a journal transaction and hide from ledger?

How to build a report using Q&A Excel?

How to make a journal type in SunSystems?

How to amend the transactions in SunSystems?

How to upload budget using Ledger Import in SunSystems?

How to fix the error in Ledger Import?

How to create a Business Unit in SunSystems?

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

Watch the video on How to create new user in SunSystems

Infor Performance Management Query & Analysis 10 Serialization Instructions SunSystems 5.4.1

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