3.1.1 - Upgrade Guide from 3.1.0

Upgrading Planning from 3.1.0 (All ERPs)

A simple but manual upgrade step is required after upgrading the FastClose Server from version 3.1.0, if you use planning & budgeting.

In the Admin web app, log in as a FastClose administrator and navigate to the ERP Connections page:

NB: The ERP Connections page, not the Data Sources page.

Delete the planning connection. This will not delete any planning submissions.

Edit your ERP connection, and in the Planning Data Source drop down, select your planning data source.

Save the connection and the ERP Connections page should now look similar to this:

Upgrading Planning from 3.1.0 (SAP B1)

There are some additional steps for SAP B1, to take advantage of the ability to submit against the Balance measure, instead of Credit or Debit. FastClose support staff will help you with this procedure.

Use SSMS connected to the planning database to carry out the following:

1. Backup the current JDT1 table just in case as follows: SELECT * INTO JDT1Backup20250209 FROM JDT1

2. Add the Balance column to planning’s JDT1 table as [Balance] numeric(19,6) NULL.

3. Copy all the submitted values for Debit or Credit to Balance:
   UPDATE JDT1 SET [Balance] = CASE WHEN [Debit] IS NULL AND [Credit] IS NULL THEN NULL ELSE ISNULL([Debit], 0) - ISNULL([Credit], 0) END

4. Set all the submitted values in Debit and Credit to null:
   UPDATE JDT1 SET [Credit] = NULL, [Debit] = NULL

5. Script the custom table type FCTypeJDT1 to a new query window as a 'drop and re-create', add the Balance column at the end ([Balance] numeric(19,6) NULL), and execute the script. Alternatively, delete the custom type FCTypeJDT1, then in Designer add a new scenario, which re-creates the type, and then delete that scenario.

You may also wish to adjust the design of your submission reports to use the separate Year and Period dimensions, instead of the combined Year And Period dimension, but this is optional.