Preparations:
1) Ensure that MPBM version is set to 2.1.2.4 (both front end and backend)
If the server is not yet upgraded by Asamco, please raise a Jira ticket.
If the server is upgraded but the version is at 2.1.2.2 or (2.3). Please install the patch below:
www.asamco.com/Software/MPBM/Patches/patch%202.1.2.4.zip
Using the patch is quite straightforward, here are the steps in detail:
1. Download and unzip the file.
2. Right-click the Patch_MPBM.ps1 file and click "Run with powershell"
3. If asked in the script to trust the authenticity of the script, select Y
4. If a popup comes up to allow the script administrator access, click Yes
5. When queried for the MPBMApi directory, press Enter to accept default, unless you know that MPBM is installed in a different folder.
6. When queried for the MPBMApp directory, press Enter to accept default, unless you know that MPBM is installed in a different folder.
Run the following sql:
SELECT SG.YearID,Bt.Code,Count(*) from _as_MPBM_budgetline BL LEFT JOIN _as_MPBM_BudgetYear Budy on Bl.BudgetYearID = Budy.ID Left JOIN _as_MPBM_sdbipgoals SG on SG.ID =Budy.SdbipgoalsID LEFT JOIN _as_MPBM_BudgetType Bt on Bt.ID = Budy.BudgetTypeID where (JanAmount+FebAmount+MarAmount+AprAmount+MayAmount+JunAmount+JulAmount+AugAmount+SepAmount+NovAmount+OctAmount+DecAmount) <> 0 Group by SG.YearID,Bt.Code Order by SG.YearID,Bt.Code
This will show you the budgets per year per type.
Before doing the procedure the following is expected:
Note the blue → 2 year ago budgets → SHOULD NOT CHANGE AFTER THE PROCEDURE!
Note 2018 → last year budgets → SHOULD NOT CHANGE AFTER THE PROCEDURE!
Note 2019 → The number of lines on DR2.OB2,AB2,FB2 → SHOULD NOT CHANGE AFTER THE PROCEDURE!
Note 2019 → The number of lines on DR.OB,AB,FB → WILL MOVE TO DR1,OB1,AB1,FB1
Note 2020 → The number of lines on DR.OB,AB,FB → WILL MOVE TO DR2.OB2,AB2,FB2
Note 2019 and 2020 → The Adjusted budget lines will be copied into the NEW DRAFT → DR
Expected outcome after all steps:
2) Once the version is 2.1.2.3 both front end and backend. Create a backup!! Keep this database safe and upload it to a cloud somewhere. If anything goes wrong, budgets can be repaired with the backup!
3) Go to the MPBM → System Administration → general settings → Current budget year
Change the year to the next year and click save top right.
4) On the top of the MPBM you should see the budget year set to the next year.
5) Please check that the SDBIPS are now set to Draft. and that the Adjusted figures of last year are entered into the draft figures. If this is NOT THE CASE, something went wrong. Please restore the database and contact Asamco!
Check the sql from the preparation to ensure this is the case