"I'm on Lawson 10x, now what?"
RPI Consultants presentation at MRLUG May 2018
download: https://www.dropbox.com/s/pqrthl9h75q4xxv/RPI%20MRLUG%202018.pdf?dl=0
8. Procedure Codes
RQ04 – Procedure Info Flag
Security
PO01.5 – Procedure Info Output
PO05 – Bill Codes
8
KBs 1444474 & 1449856
Watch RPI’s Bill OnlyWebinar onYouTube
9. Lawson Technical Roadmap
Landmark 11
Plan on switching from LS as STS to ADFS
within the next year
LSF 10.0.10 will require ADFS (or Kerberos)
Ming.le 12
10. INFOR DOCUMENT MANAGEMENT
New to the Lawson scene
Features: scan and capture, store,
version control, search
Integration with Infor Federation
Services, IPA, ION workflow,
Ming.le in-context
On roadmap: document output
11. Landmark 11
Available for Lawson 10x for over a year now
Ability to create new business classes in Configuration
Console
HTML5 user interface
Horizontal scaling
Infor Process Automation 11
REST API and Replication Sets
Check compatibility and prereqs carefully before upgrading
Practice the upgrade in a sandbox and keep Infor Support
on speed dial
“The most compelling
thing about Landmark 11?”
“The ability to create
custom business classes
hands down”
12. New with IPA 11
Designer now installs from server like Rich
Client, enforces version checking
Full administrative user interface in HTML5
“Run on Server” is back
Activity Count Monitor to help prevent infinite
loops
User channel to initiate a flow via email or text
message
13.
14. “You know what this IPA song needs?”
Sub Process
Lawson detail transaction
Social – post to Ming.le
feed
Infor Document
Management
LDAP Query
“More new Nodes!”
Landmark Admin –
dbimport and dbexport
SMS – send text message
via Twilio
File Access supports
Amazon S3
17. “If I see one more paper
PA request form I’m
going to lose my sh..!”
HCM Initiatives
For S3 Leverage Self Service
Employee and Manager
Process Automation (IPA)
If you have Global HR
Implement Performance & Goals
Implement v11 Benefits
18. “If I see one more paper
PA request form I’m
going to lose my sh..!”
HCM Initiatives
Global HR Prep and Planning
Implement Positions
Clean up Supervisor structure
Organizational structure planning
Identify and prioritize pain points and wish list items
Meet with GHR and TA consultants for guidance
Setup a Global HR Sandbox and get hands on
Watch RPI’s Top 10 DIY HCM Projects on YouTube
19. “Tracking assets on
random spreadsheets
hollows the mind!”
Finance Initiatives
AP Automation
Implement Data Capture and Imaging
Invoice approvals for Service and Non-PO Invoices
Learn about APIA
Asset Management
Project Accounting (Activities)
Expand use
Create Assets through AC
Lease Management
ASC 842
20. “Nothing makes the
heart sing like Req
Approvals!”
SCM Initiatives
Data Clean-up: Master Files and Transactional
Requisition Center
Requisition Approvals
Punch-Out
MSCM
Get RAD
EDI Optimization
21. “It’s easy to get up and
running with Birst in
your Lawson 10x
environment.”
22. “Oh man – System
Console is free?”
Tech Initiatives
Performance Tuning
Get thee some Infor System Console
Automate Lawson all user account
provisioning with IPA
“Yessss”
23. Assessment Approach
• Current State Process & System Configuration Review
• Future Design Recommendations
• Strategic Implementation Roadmap
Discovery Findings Quick Hits
Recommendations
Make
Recommendations
Collaborative discussion
and prioritization
Roadmap
Timeline and Transition
Approach
Measurement and
Evaluation
24. TRAFFIC LIGHT STATUS KEY
Optimal Satisfactory Unsatisfactory
Process is designed and
used in an efficient and
effective manner.
Process design and/or
operation is satisfying
the functional
requirement but there is
opportunity to increase
its efficiency and/or
effectiveness with low
effort.
Process design and/or
operation is not
satisfying the functional
requirement, and the
opportunity to increase
its efficiency and/or
effectiveness will take a
moderate to high effort.
25. • Build Tech Skills of the Future
o Infor Process Automation
Action Requests
o Configuration Console
Application Customization
Security
o Data Analysis – Cubes and Dimensions
o HTML5 and jQuery
o Infor ION
• Customization Fit / Gap Analysis
o Some Customizations Replaced by System
Functionality
Prepare for Change
27. CloudSuite HCM v11
The go forward solution for Human Capital Management, available today
Mature solution, many live customers
Matrix Style Organization and Supervisor Structure
“As of” Dating
Powerful “Proxy” Manager Functionality
Start Now:
Define Jobs and Positions
Clarify and Document Reporting Structures
Document Qualifications
29. Global HR Goodies
• Position Budgeting
• Employee Relations
• Occupational Health
Administration
• Safety Management
5/17/2018 Day 2: I’m on Lawson 10x .. now what? 29
30. Benefits
• Leverage Built in Global HR Process Automation
• Significant Automation around Life Events
• Open Enrollment Improvements
• Increased Flexibility
• Ability to incorporate instructions
5/17/2018 Day 2: I’m on Lawson 10x .. now what? 30
32. Talent Management
• Ability to replace point solutions w/ integrated ones
• Performance & Goal
• Compensation Management
• Talent Acquisition
• Transition Management = Onboarding
• Succession Planning
• Case by Case basis
• Can tackle in any order based on organization needs
5/17/2018 Day 2: I’m on Lawson 10x .. now what? 32
33. Global Ledger on a modern platform
Multi-basis reporting and flexible accounting dimensions
Embedded analytics and online lists
Near real time OLAP updates
Project Accounting (Activities) and Grant Management now
core functionality
Increased Auditing
Extensible platform
Contract Management
CloudSuite Financials and Supply
ManagementThe next frontier in Financials Reporting
34. Get Ready for CloudSuite
Financials
Think about Chart of Accounts
Current Lawson structure, pain points, wish list
What information are you trying to report on to manage
your business?
Attend sessions, get a demo, go to training
Document business processes and customizations
Purge and archive old data if moving to Cloud
Get regular exercise
15 minutes, 3 times a week
35. Get in touch!
Call, email, or visit www.rpic.com to
find out how RPI can help with any
of the projects we’ve talked about.
Editor's Notes
Ever growing consulting firm
Many willing and capable consultants to help you with your Lawson endeavors
Require a reason code selection for disapproved transactions
Enhance communication back to requesters and log reasons for auditing
Reason codes can be defined in %LASRCDIR%\productline\prodline.lpl or click the Add Subject button under the data area in Configuration Console
Not well documented or even supported outside GHR, available in Lmrk 10.1.1.recent
New RQC Home Page – How do you enable?
To be fair this is really applicable to Healthcare.
But it’s there, easy to rollout and super helpful.
Requesters (RQ04) – Added Allow Display of Procedure Info flag (Requisition Center tab). This controls whether the Procedure tab is available in RQC.
The Procedure Information screens (RQ11.2, PO21.6 and RQ23.1) - Can be secured using the standard Lawson security methods.
Procedure Info Output (PO01.5) is used at the PO Company level to configure which fields to output for print and EDI, and which fields to mask. This same configuration is available for specific Vendors through PO Vendor (PO10.1) and PO Vendor Location (PO10.2). The system checks PO Vendor Location (PO10.2), PO Vendor (PO10.1), and PO Company (PO01) in that order.
Bill Codes can be related to PO Codes on the PO Codes setup (PO05). If you have been using PO Codes to identify Bill Only PO’s, you can now relate a Bill Code to the PO Code.
The Bill Code values are:
o BO - Bill Only
o BR - Bill and Replace
o RO - Replace Only
o WO - Waste Only
In place upgrade from Landmark 10.1.1.x is supported
Custom Business Class – What does that mean?
Runs on Windows without SharePoint
Available for Lawson 10x today – prerequisites are extensive
Check KB 1859277
ADFS authentication required
Many usability and visual improvements
ESS/MSS – Process Automation
It’s all about GHR planning
You should build your system based around the reports that you want to pull
Implement Positions
Clean up if already using
Relationship between job and position should be one to many
ESS/MSS – Process Automation
It’s all about GHR planning
You should build your system based around the reports that you want to pull
Implement Positions
Clean up if already using
Relationship between job and position should be one to many
If you’ve been holding off on implementing a particular module now is the time to do it.
Take advantage of AP to AM Integration
Activities: Expand scope CIP/WIP, capital equipment tracking, fund raising events
Leverage notifications for activity end dates or percent of budget spend
Create dashboards showing spend to budget, outstanding reqs and POs, KPIs, etc
Integration with non-Infor capital planning and budgeting systems
New lease rules in 2019
Master Files: Item Master, IC12s, Vendor Files - go get some Rich content!
Open Transactions: Dated Open PO Lines, Open Service PO Lines, Open Receipts (RNI), Open POs Headers (PO190), Dealing with Orphan Records PO25 Vendor Agreement Purge
Requisition Center - Requisition Approvals Receiving Self Service Punch-Out Imaging Integration
MSCM – Kanban, Cool Android Functionality
It’s free!
Lives on LSF in separate app server, monitors and alerts, shows patch levels (like LII), install is difficult but can be done in a day
Assessments always reveal lots of opportunity and low hanging fruit
Key to a useful Assessment a “actionable recommendations”
If you aren’t on v11, why not??
Stabile mature system, third iteration, Xi platform
Some of this functionality kind of exists in S3 but not nearly as robust…
This is the HCM software Lawson and infor have been investing in for the last 10 years.
Position Budgeting:
In S3 it is maintained on the PA70. In GHR, you have the entire module to set up position plans by different rules
Employee Relations:
In S3, employee relations was limited to 1 screen for both grievances and discipline (PA59). Though this form has a lot of fields on it, it
Occupational Health:
Safety Management:
Do you have a manual recruiting process powered by an Access DB?
Are you paying a ton of support fees for performance reviews?
Are you on a sun setting system
If you are having trouble convincing others to move to v11, call us to come out and do a pre-GHR assessment
Like GHR
Modern web based user interface
Role based homepages
Excel Add-ins for upload, reporting, analysis
All about understanding your reporting requirements