Interject Financials - Epicor - Update Manager

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Interject Financials - Epicor Enterprise
Latest Version 1.7.5

Depending on which version of Interject Financials you're running, there are different update and rollback scripts. Before updating or rolling back a version, follow the procedure below. Once you know the version you're currently running, click on the appropriate dropdown below for the update release notes, the correct scripts for updating and rolling back versions, as well as procedures for running those scripts.

To Check for Your Current Version

After the inital install, applying an update, or performing a rollback, you can confirm that your version is correct by:

  • Going to the Report Library
  • Opening the Configuration Manager
  • Checking the Database Version in the upper right of the report
    Database Version

Click Your Version Below for Release Notes and Update Scripts

Update for Previous Install: from1.6.9-1.7.4to1.7.5_Update.Interject_Reporting.SQL
There are currently no rollback scripts available for 1.7.5*

Update for Previous Install: from1.4.3-1.5.3to1.5.4_Update.Interject_Reporting.SQL
Rollback to 1.5.3: from1.5..4to1.5.0_Rollback.Interject_Reporting.SQL
Rollback to 1.5.2: from1.5..4to1.5.0_Rollback.Interject_Reporting.SQL
Rollback to 1.4.3: from1.5..4to1.4.3_Rollback.Interject_Reporting.SQL

Current Version Notes

Interject for Financials - Current Version 1.7.5
Features Bugs Fixed
  • Update security to include all tables included in validation
  • Fiscal Period dropdown should return date instead of YYYY-MM
  • Add Non-validated rollups to the Rollups dropdown in Trial Balance
  • Created Custom.PullEpicor_NonBudgetYear_Direct procedure for non-financial budgets pull
  • Added a setting in [Custom].[Job_Import_Financials_Budget] called ImportERPNonFinBud that can be added to [FSGroup].[Group_Setting] which will import non-financial budget
  • Fix adding DirectPull_Live settings into FSGroup.Segment_Setting
  • Fix calling [Custom].[PullEpicor_Budget_Month] correctly in [Custom].[Job_Import_Financials_Budget]
  • Fix [Custom].[PullEpicor_Budget_Month] to pull single period instead of range
  • Fix calling [Custom].[ERP_FiscalPeriodPerDB] in [Custom].[Job_Import_Financials_Budget]
  • Fix clearing out deleted data in Epicor into Interject in [Custom].[Job_Import_Financials_Budget]
  • Fix sending Epicor data to the [Import].[Financials_Push] one year at a time in [Custom].[Job_Import_Financials_Budget] & [Custom].[Job_Import_Financials_Actual]

Updating

Whenever an update of Interject for Financials is released, an update script must be run on your server. With each new update, the initial install script located on the Technical Install page will be updated. If you initally installed the most current version listed above, you will not need to run the Update Script. If you orginally installed a version older than the most current, take the following steps to update your implementation.

To Upgrade

In SQL Management Studio, run the script labeled Update for Previous Install at the top of this page.

Run [Interject_SetupScript1_Security], as shown below, to re-enable security.

EXEC [Custom].[Interject_SetupScript1_Security]
	@MasterEpicorDatabase = '<Epicor Controlling Database Name>'
	,@CertificatePassword =  'myPassword1234'

Rolling Back One Version

The following steps must be taken to roll back one version. Note that this will only roll to the previous version.

To Roll Back

In SQL Management Studio, run the script labeled Rollback to 1.3.1 at the top of this page.

Run [Interject_SetupScript1_Security], as shown below, to re-enable security.

EXEC [Custom].[Interject_SetupScript1_Security]
	@MasterEpicorDatabase = '<Epicor Controlling Database Name>'
	,@CertificatePassword =  'myPassword1234'