Transcription of 10 Awesome Things to do with 10x this Summer
Keith: We feel like there’s some very good functionality in 10, that people can look at adopting either as part of their transition, or now that they’re live. We have the murderers row presenters for you here today. We have Mr. Chris Gordon, Mr. Richard Stout, Ms. Jackie Dudas, and Ms. Stephanie Kowal. With that, I leave you with Chris, Richard, Jackie, and Stephanie.
Richard w/s: Thanks Keith. As Keith mentioned, this presentation today is, we’d like to highlight a few things that you can make either a part of your Lawson 10 upgrade, if you’re in the process of going to Lawson 10 now, or if you’ve already rolled out Lawson 10, now’s a great time to start looking at some … How can we take advantage of the wealth of new features that are sprinkled across the platform? All the things we’re going to talk to you about today should be quick hits. They’re small, but they’ll make a real meaningful impact to your end users and they can all be implemented using the software that you have today. I don’t think any of these features or modules require extra licensing, or big software implementations.
Jackie g/d: Technical difficulties I think.
Richard w/s: Yeah. We’ll be moving on to our first exciting new Lawson 10x features, which are the contextual applications that come along with Mingle, and have a nice way to bring data out of the Lawson system across a variety of screens, and consolidate all that transaction specific information in one place
Chris b/j: Right. Those contextual applications come standard out of the box in your Mingle platform. Some are going to be a little bit more useful than others. We’re going to take a look an invoice payment widget, req to check widget, and a couple others here. This is your contextual app library. Like I said, standard out the box, you’re given these. We have req to payment, an invoice detail widget that we’re going to look at. In addition to those there is documentation, so you can jet out to Infor documentation center to get user guides, and things like that right on your form.
That’s what nice about these, that they stay on your forms, these contextual apps. No matter where you’re going, there’s a print manager one out here too. It’s always nice to be able to look at the reports and jobs that you’ve already run, and not have to go back to a favorites tab or something like that. You can get to your reports and things like that directly from your form now.
Stephanie b/d: Great. This is the Req to Check contextual application. Very, very exciting. This is mostly used in PO20. It has detail about the requisition detail, if it has a line source, purchase order detail, receiving and delivery, invoice and payment detail. The really cool thing is that you can actually double-click on some of these, and it will bring you right to that screen for the detail itself. Pretty exciting, and highly used.
Chris b/j: This is the Invoice Details widget that I was referring to before. This is going to populate based off of specific forms that you’re on. Like you just saw on Req to Check, that’s going to be populated based off of AP20. This specific widget is going to be populated off of AP30.1, 30.2, and 30.3.
Your invoice maintenance forms are going to drive the data that you see in this widget. You inquire on something in AP30, you see some invoice data here. You also see drill around type of information, but instead of you having to go get this information, Lawson’s pushing it to you.
We see in this case, we don’t have a payment number. If it was paid we’d have a payment number, a cash code, what bank was the check or the invoice cut off of, as well as bank transaction information at the bottom. If the check’s been reconciled on CB80, you’d see all of that information directly in this widget.
Keith: We have a question here. How do I find the contextual applications, or do I need to activate them?
Chris b/j: At the top of Mingle, there’s a little gear box. It’s a small gear box that you need to click to launch and that’s going to bring you to the library that we looked at a couple of slides ago. Then you can drag and drop. In this case we’ve got four out there, but you click whatever you want, click the arrows over, and they’ll stay on your form.
Jackie g/d: The next contextual application we’re going to talk about is an employee information contextual application. The way this works is, you need to have already added this to your contextual application, so you go into that little pop us box, move it over to your already added side. Once you’re on the HR11, and inquired on an employee, you can click this little Rolodex card for this employee and it’s going to show you 5 headers of employee information. Employee history, AC8 distributions, Payroll year to date totals, and your benefits, and absence management information.
Right here we have the employee history opened up and you can see their position history. If they happen to be in the same position for both of these, but maybe the position changed so you can see that end date up here, and the new effective date above that. Again, like Chris said, this is similar to drill around, in that it is kind of all-encompassing information for the employee, when you’d normally right click, and drill right on the employee number, it’s being pushed out to you right here within your contextual application. Next update is user interface enhancements.
Keith: I’ve got a few more questions that I might as well just ask them as they come in.
Jackie g/d: Sure.
Keith: We have a question here. When you go to the Print Manager, do the jobs overwrite themselves similar to version 9?
Jackie g/d: For the contextual application?
Keith: I think it’s a general question.
Jackie g/d: Yes.
Richard w/s: No change there from version 9.
Keith: Does the Lawson security control what users can see on contextual apps.
Richard w/s: Yes. Absolutely. All the contextual apps work through the Lawson Application layer which means regular Lawson Security is in effect.
Keith: There’s a question here and says, “We heard the employee Infor contextual app does not work with SharePoint 2010.
Richard w/s: We’ll have to do some research on that. I don’t recall running into that limitation personally.
Keith: Got you. Great. Thank you.
Richard w/s: Great. Things just keeping getting more interesting here at RPI Headquarters. Our next favorite thing with Lawson 10 is something that came out about a year and a half ago. It’s actually available in the latest version of Lawson 9, 9.0114 but that is the new browser support, and new platform support for Lawson.
Most exciting for us here, I think, is the ability to go to Lawson using the Chrome browser, rather than Internet Explorer. We found that Chrome offers quite a performance boost over Internet Explorer, when you’re working with Lawson. We’ve got some new platform additions. The back end of Lawson can now run on Red Hot Enterprise, Linux. The front end of Lawson officially supports newer versions of Windows, newer versions of Internet Explorer, and you’ve even got support for browsers on the Mac, using Safari.
Chris b/j: All right, so some additional layout considerations here in Mingle. If you guys have been in there, you might see that it looks a little bit different. If you’ve not been in there, then here’s a good first glance. The formats change with the white and grey color format but we also have a different layout.
In version 9 portal, remember we have on the left our bookmarks and favorites, those have been wiped away, and they’ve been put now at the top. They are now drop-downs that you can access, right below the top of your banner. What that’s done is clear up a lot of space to focus on the form itself.
There is, in my opinion, a lot of clutter on the left-hand side and you can always minimize that in version 9 but in version 10 they’ve cleaned it out. It looks a lot more modern, a lot more streamlined and allows you to focus on the data instead of some information off to the left.
Jackie g/d: Another interface enhancement for the layout, is the availability now to have two tabs open within the same internet browser. You can see this is a big view of Mingle on the portal side. The gear button for the contextual applications is up here, I think I cut it out of my screenshot here but when Chris referring to getting to those contextual applications, it would be up here.
You still have your search bar here, and then there’s a few icons up here and this page with a plus mark in it is how you would get a new tab to show up in your screen. It’s similar to if you have multiple tabs open within your internet browser, but here it’s within the same window of the same browser. You can toggle back and forth between multiple tabs across the top, then just use the little x mark to close that out as well.
Another update is the status bar history trail. The status actually now lives actually on the browser screen, instead of in the Internet Explorer status bar at the bottom, so that’s going to be on your screen. That’s another great feature for now being able to use Chrome, Mozilla Firefox. What I want to talk about here is this status bar history trail that follows you through you’re entire sign-on. Every session that you’re in, it’s going to track everything that you’ve done in the system during that time.
Normally this is collapsed, it shows and up arrow instead of a down arrow. If you click that up arrow, it’s going to open all of this up and you can see, I’ve done a lot of ‘nexts’ here, so it’s tracking that I’ve hit next, next, next on my PA52 screen. This is a great way to go back and see what you’ve done during your sessions. Maybe you’re entering a stack of hires, and you can’t remember … You got up from your desk and you can’t remember if you hired John Smith or not. Now, you can just quickly open this up, and say yes, that action, he was hired. Got it done.
If you need to go back and review it, anything here, anything that you see that’s blue in bold, that’s hyperlinks, so if you’re not already on this screen, if you click that, it’s going to take you to that screen. It’s going to inquire on that employee, that action, whatever screen you’re going to, it’s going to inquire on that information. This isn’t just for the HR world, this also exists in the other modules too.
Chris b/j: I do want to add something. If you’ll let me.
Jackie g/d: Sure.
Chris b/j: I noticed yesterday, I was giving this training too, that if you have multiple Internet Explorer, or Chrome tabs open, it won’t carry over. If you’re on PA52 on this example in this tab, and you have a PA52 tab open over there, you’re not going to see the same log in both. It’s only going to be valid for the tab that you’re on and working with.
Stephanie b/d: Great. The next enhancement here is adding new shortcuts. Just like you being able to add favorites in version 9, this makes it a lot easier to add these because it does the work for you. You don’t have to think of what that URL link was, and copy and paste it in from a Lawson form. From here, there’s a star button that you can select as part of the contextual applications for you to add your own. Very cool.
Jackie g/d: This one’s me again. This is list view. This is actually one my really favorite things here. It’s very exciting. This is a new way to display data in the system, so basically how it works is that anytime … It’s not for all forms, but there’s a lot of forms where you now have this capability. What it does is, it shows data that’s normally shown as a single item on a form, in a list view. This is great for searching capabilities.
I don’t know if this contrast is good here, but there’s a few white boxes up in the top for each column and if you go in there, and you enter some search criteria, and you can still use you’re asterisk as wild cards, and then you hit enter, it’s going to filter that data back, and bring only back what you were searching for. Very quick way to get around, it’s great. There’s one for the employee as well.
Once you find the record you like, or you’re looking for, you can double-click it and it’s going to bring you to the traditional view of that form. Here we’re on the PA02, so if you came here and you decided, “I don’t want to see this. I just want to see the traditional view.” You can come up to this ‘show form’ button here in the top left, and it will take you to the regular PA02 as we know and love it. If you’re on the regular PA02, and you do want to get that list view, there’s going to be a ‘show list’ button up in the same left corner there to get you to this list view.
If you decide that you hate list view altogether, and you never want to see it again, you can come into your user options here, which is this gear button, and configure it so that you only have the standard view, you no longer have list view. One more option; if you like it for some screens but not all screens, you can still go into user options and select which ones you want to exclude from being in list view.
Keith: I’ve got some questions here. Is it a good time to start doing questions?
Jackie g/d: Sure.
Keith: There’s a lot of questions. I just want to address two things real quick. There’s a lot of questions on … Folks are taking notes, which really appreciate that and they’re asking about topics of the slides. I just want to repeat that we are recording this webinar and it will be made available to everyone. We will send you an update with that link. You can share it, if you watch it, it will be on YouTube. You don’t need to load anything on your computer. Whatever you miss, you can get here.
As far as what’s being covered for this specific webinar, these are ten things that we like about 10, right? 10 quick hit value ads. There are lots of webinars on YouTube already, on 10x differences, and different browsers and so forth, so just making sure everybody’s on that. We also have more questions on SharePoint versioning for the contextual apps. Again, not something we run into, but something we can look into.
Richard w/s: Our minions are reading through the install guides furiously, to answer all of your questions on version requirements for the various contextual apps. I do know that Req to Check was the first one that came out, and has the broadest version compatibility. As they’ve added additional contextual apps … For Infor to develop those contextual apps, they need to add hooks into all the various forms that the contextual apps interact with.
I think those have been rolled out in newer versions of Lawson and there’s been some platform changes to support that. It doesn’t surprise me that you’ll find that some of the newer contextual apps might require a newer technology version set, and a newer application version set. We’d be happy to do that research for you offline, and get back to you with the information you need.
Keith: Sure. We’re also going to address one more time, job results are overwritten in 10, just like 9. There’s no difference, no change. No change. Are LBI dashboards available in Mingle?
Richard w/s: Yeah absolutely, LBI is still available in Mingle, though it looks a little bit different because in Lawson 9 most customers would use the portal home page as their main LBI dashboard page. With Mingle, we separate that out. You’ll see icons along the top of Mingle to bring you to various pieces of the Lawson application.
The globe icon will bring you to portal. You’ll have a different icon that will bring you to your LBI dashboard. The navigation is slightly different, but yeah, dashboards completely work within the Mingle framework. You can even still have links from dashboards that bring you to specific portal pages. That still works too.
Keith: Can you add or remove columns, or are you stuck with what you have there?
Chris b/j: You’re stuck. What they give you is what you’re …
Keith: That’s what you get.
Chris b/j: Yes.
Richard w/s: You might enjoy Smart Office.
Keith: Is list view available in procurement screens?
Stephanie b/d: Absolutely. Many, many screens. PO20 is a big one, IC11. There’s many list view screens. There’s actually an article on Infor Xtreme that you can download.
Chris b/j: To show you all those.
Stephanie b/d: Absolutely.
Chris b/j: Yeah, I always recommend just going in there and testing it for yourself too.
Stephanie b/d: Absolutely.
Chris b/j: There’s a million of them out there. Just go to the forms that commonly go to, and if it shows up in list view, then it’s one of them. If it doesn’t, it’s not.
Jackie g/d: You might have to actually go to your user options, or your preferences first to turn on list view. I know when I first logged in, I said, “Oh somebody set up the system wrong. I don’t have list view.” I just had to go in to my preferences and select to use list view.
Keith: A couple of more quick questions, and then we’re going to take a break and cycle back to stuff. I’d let you guys keep going but … How do you enable the plus sign to begin adding new tabs within Mingle portal?
Jackie g/d: Did that have the view?
Stephanie b/d: It did.
Jackie g/d: That’s actually in the latest version 10.08, I think. If this person is already on an earlier version of 10, they might not have it because it should just come standard delivered right up here with your other icons.
Keith: Okay. I’m just going to ask one more, and then we’re going to take a break. The light blue print, is sometimes difficult to view, can the font be changed?
Richard w/s: There is not an easy way to change fonts or colors in Mingle at this time.
Keith: Thank you guys.
Jackie g/d: The last interface update we want to talk about is just the data area of verification. It’s going to appear right next to the screen token name. The token name for this screen is Employee HR11. Previously, at the top it would say welcome Jackie, prod, now it’s just going to tell you right on the token where you are.
Richard w/s: All right. Next up, let’s talk about one of my new favorite parts of Lawson, IPA. Let’s talk about proxy approvers. Proxy approvers has been a request from the Lawson community for a really long time, in Process Flow. Infor has made that available to us in IPA, as long as you’re running Landmark 10.1.1, which everyone should be at this point, you’ve got proxy approver capability. It’s pretty easy to use. As an approver, I can go in and … Next slide.
Jackie g/d: Oh, I’m sorry.
Richard w/s: Sorry about that. As an approver, I can go in and easily specify who I’d like to delegate my approval task to. I can do that on a task by task basis. I can do that with a time duration. Here you see that I’m headed off to conquer the moon, and I’d like to give a couple of my minions the ability to approve for my Gru task.
Jackie g/d: Next one?
Richard w/s: Next slide. Once that’s in place, our minions can log into the inbasket and if anything comes in to me for approval during that time period that I’ve specified, those minions will be able to take over that approval for me. It’s really easy to use from both an approver stand point, as well as the proxy standpoint. There’s very little set up from an administrative side.
In order to allow your approvers to designate a proxy, they just need to have security to do that. There is a class built into IPA called ProcessAutomationProxy_ST. It is fairly straight forward to do this but, of course, we recommend making it as easy as possible by putting a quick job aid for approvers, so they have a quick easy reference guide next time they’re ready to leave the office.
Stephanie b/d: Great. Requisition enhancements. One of my favorite things is the new RQC home page that comes with 10.06. If you go to the next slide. It gives you a lot of very helpful information all in one screen. When you log into RQC shopping, it will show any of your templates that you have built for your requester ID. If you’re utilizing punch out, it will show you the punch out vendors that you have available. Your most recent requisitions, and you can modify, copy from there. A snap shot view of your requisition status.
You can choose to hide some of these, so if you’re not currently utilizing req. approvals, the req. wouldn’t be rejected or in ‘it needs approval status’, you can make those changes within the RQC configuration file, whether or not they display. There’s also a quick view of the profile screen here. You can start your requisition right from here, so it’s very helpful.
The next thing I’m really excited about is bill only enhancements. In 10 they added way more features here. There is some setup that needs to happen in PO1.5, to configure what output you want. There’s also configuration you need to do for the requester themselves. Just like RQC task, you can do that on the company level or the requester level. We would really recommend doing it on the requester level because not every requester would have to fill in this procedure information, it’s really only those clinical, surgery departments.
There’s also bill codes here, so you can associate certain PO codes with bill codes to say whether they’re bill only, bill and replace, waste. Very, very helpful. There’s some knowledge based articles there that explain the process a little bit more.
That information will actually carry right over to the purchase order but you also can override that information here, so if the requester left something out, forgot to … Once it carries over to the PO, you can add that in. Also, if you’re not using requisitions, you’re just using purchase orders, there’s an area for you to enter that.
There is also additional configurations in PO100 so you can drive your recurring job def to pull these requisitions out, and do something very specific with them. This really helps with EDI, so you can configure what of these fields that you’re sending, but you may mask some of the detail. These are also added to some of the interface files. When in our Q500, those will be sent over, your PO interface from non-Lawson, and also the PO receiving create file PO529.
Another thing I’m really excited about is the unit measuring usage report. This is IC216. You may need to click it again. If you’re making a unit in measured changes, you know that this can be really, really frustrating. If you try to make that change and it lets know that open transactions exist, but you don’t know how to find them, there’s lots of different areas that can hold up that change.
You can run this report by item, by unit of measure, and it will actually let you know if anything is open. IC transactions, PO transactions, Invoices, it’s all right here, and it will give you the detail. If you’re not using this now, I’d highly recommend checking it out.
Chris b/j: All right. Number 6 is AP invoice control. On your company there’s a new range at the bottom, under your options tab, to edit or control against the date that your AP clerk enters as the invoice date. If you put in a range here, 2 or 3 months, or 6 months, a clerk cannot enter an invoice outside that date range. The invoice date, that’s really the field in AP20 that this is controlling against.
In the top right, you have your post date on your invoice, it’s not that field, That can be controlled via system control. This is controlling the actual invoice date. What it’s doing, is it’s trying to control against a fat fingering. If you have terms that are defaulting for vendors, and you fat finger an invoice date, then net 30 defaults on that, and that invoice won’t ever pay.
This control is really around that type of error, and restricting that date range really. It doesn’t roll forward like the system control does when you close your period. This is a static date range. If you want to use it, and you want to have a rolling 3-month time frame open, you’ll have to make this part of your month end, and update that to go out 1 more period at the end of the month.
Jackie g/d: Question?
Keith: Yeah, we have some questions. This is a good time to let them accumulate. I want to thank everyone, we’ve had great participation in this webinar, I wish they were all this active here. Let me see if I can find where we left off over here. Somebody’s mentioned theme option in Mingle that might change colors in fonts. Can you select only certain forms for list view? Example, I want IC11 on list but a PO25 form.
Chris b/j: It’s kind of the reverse. List view is for everything, and then you say we don’t want list view to be.
Jackie g/d: But you can do that.
Chris b/j: It would take a long time.
Jackie g/d: Oh.
Stephanie b/d: I guess it just depends. It could take a long time, but someone may not have access to all those AP GL screens.
Chris b/j: True, true.
Stephanie b/d: It’s by exception. It’s list view, then you exclude the ones you don’t want to display.
Keith: What can you do if you have policies in place that a proxy can only be at the same level or higher? For example, the manager cannot approve for a director?
Richard w/s: Obviously, the proxy approver functionality within IPA doesn’t enforce that the person you’re delegating to is in a specific position, or already part of a specific task.
Keith: Does this mean RQC can handle multiple selection capability for 1 user? For example, Smith requests for requesters, A, B and C.
Chris b/j: Like requesting on behalf of other people, or allowing the requester field to be an entry field in RQC?
Jackie g/d: Yeah, one more time. Sorry.
Keith: All right, I’m going to read you what I have here. It says, Does this mean RQC can handle multiple selection capability for 1 user? For example, Smith requests for requesters, A, B and C.
Richard w/s: Not really.
Stephanie b/d: Yeah.
Richard w/s: That’s one of the fundamental characteristics of RQC, is it controls who your requester record is, based on who’s logged into the system. Chris and I recently did a project for a customer that had that exact same scenario where the requester was almost like a buyer type role. What they decided to roll out was an Excel upload template. Rather than using RQC, the person entering those reqs actually enters all the data into Excel, and then they use one of Infor’s self-contained upload templates.
Rather than having to go in the Excel upload wizard, and map columns, all the upload capability is built in with easy to use macros, so the requester basically just clicks a button, and all that data uploads directly to RQ-10.
Stephanie b/d: That’s definitely a great solution, because you could limit what’s being entered on that workbook using some security rules. There are creative things that you can do with Lawson security to limit a requester from seeing certain things but the effort involved with that may outweigh that benefit there. I think this self-contained workbook is a really good solution to look at.
Keith: Really helpful here, from one of our attendees, who’s suggesting that you can use shortcuts to set up a PO20 form view, and also a PO20 list view, then turn off list views.
Richard w/s: Oh, nice.
Keith: It’s a little bit of a work around, the shortcut will still give you the list view and that might be a way to do it in reverse, if you only want a couple on list. Very helpful. For date range control on invoices.
Chris b/j: Yes.
Keith: What about recurring invoices?
Chris b/j: Yes, I guess that’s a good question. If AP170 is creating that next occurrence of the next invoice, and that is outside of that maybe 1 or 2 month date range.
Richard w/s: That seems highly unlikely because your invoice is going to have today’s date.
Richard w/s: At the moment it’s created.
Richard w/s: Yeah, usually. That seems like a real exception.
Chris b/j: A hard scenario for that task.
Richard w/s: Yeah. I think you could probably run into an issue. It’s probably something to keep an eye out for.
Chris b/j: Yeah. I wouldn’t worry too much I don’t think.
Keith: Procedure code on 10.06. Procedure code wasn’t masking social security number. Has that changed?
Jackie g/d: No.
Keith: No? Okay. What was the screen for the UOM report?
Stephanie b/d: IC216.
Keith: Oh, and this was a question we had earlier, maybe Mr. Stout can take a stab at. Why does Lawson 10 security changes take up to 50 minutes to take effect? Even when the cache is clear, it seemed to work faster in 9.
Richard w/s: Yeah. Maybe, that’s coming from the landmark side, depending on your configuration, what apps you’re using. Landmark has a separate security cache period, and there’s no reset. There’s no clear button on Landmark. You can change the caching interval, with create properties, but there’s no clear button.
Over on the LSF side, there are a handful of configuration options. I guess I’d have to look into that one in more detail but if the clear button is not doing what you need it to do, there are definitely some settings that you could take a look at.
Keith: Great. Appreciate all the questions. We’re going to let them get through the next three favorite things, then we’ll take another batch of them. Thank you so much.
Jackie g/d: All right. Thanks Keith. The next one is the highlight reel of some HCM updates. I’m just going to briefly touch on a few from each of the modules. First we have benefits here. A new feature here on the … When you’re setting up a benefits plan on the BN15, and then you go to your enrollment roles on the BN17, there’s a new minimum dependent enrollment role.
How this works is, if I go to sign up for a benefits plan as single, and I accidentally select the family plan, if I don’t have that minimum number of dependents, it’s going to block me so that I’m not accidentally signing up for the wrong plan.
The other new update here is the benefit deductions on the employee, now showing descending date order. Instead of having to scroll all the way to the bottom of the drill to find the newest deduction, it will be right at the top, and your oldest will be at the bottom. This is actually, a lot of screens have been updated to function like this. Not just in benefits, but throughout the HCM system and probably in the other modules as well.
A couple of payroll updates here. This first one that we have is great because we actually had a client who had this as a customization and now it’s delivered, but on the PR260, if you want to suppress the employee payment information, there’s an option to do that.
Another great update here, one that we really get excited about is the PR134 new hire skip option, so when you’re running the automatic time records report here, you can choose to select employees either based on their hire date or their adjusted hire date and you can select to exclude them from this pay period and they’re going to print out on a separate exception report and then you can review them and decided whether you want to actually add time records for them or not.
Couple of updates within HR11. New screen for multiple ethnicity identification for employees, so if you have employees that identify as more than 1 ethnicity, there’s a new button on the HR11 personal tab. You can click that and it’s going to take you to the HR28. That’s where you can … This is not a screen shot of that, but that’s where you can add multiple ethnicities for an employee. On the personal tab, you’re still going to have that 1 ethnicity field, you’re still going to have to link out to the HR28 to update the multiple ethnicities.
One caveat there is that the PA52 does not update the HR28, it only still updates that one field on the personal tab, so you’re just going to have to remember that’s an extra step you’re going to have to do to fill that information out when onboarding or updating employee information.
This is the new screen for the HR11, HR11.4 and when it’s in the form view, it shows 2 tabs of employee information just the first 2, main tab and assignment tab, I think they are. I think the real reason they made it is so that you could have fewer fields so you’d be able to use it in a list view. This is fantastic because sometimes you’re searching for employees and you only have last name, first name and this is a very quick way to get in here and even pull a report for who’s all in the same position here. You can just put that position information in here and see a quick list for who’s in that position. Very awesome for searching around your employees.
Couple of updates within personal actions. There’s a new action history drill, well, same personal action history drill but it’s going to show you a few new fields here. It’s going to show you both the create date and the create by and then it’s also going to show you if anyone went in there and changed that action, who it was updated by and the date that it was updated.
Then, all of this information is also going to be stored on this new personal action table and that table even includes information for non-processed actions, so if you have a pending action, all that data is going to get added to that personal action table. It’s really great for auditing if you want to go back through and see what exactly happened when an employee was having changes made upon them.
Richard w/s: All right.
Jackie g/d: SharePoint.
Chris b/j: Oh right, so SharePoint, it’s your landing page when you get into version 10, so you log in, this is the first place you’re going to see. You have your portal link here under the globe and all your other extensions but essentially, this is place for you to upload documentation and what we’ve found pretty helpful is uploading documentation specific to your V10 upgrade.
If you have new user guides or webinars just like this, you can put those links directly on here, so anyone logging in to Mingle for the first time can come in, check out a webinar, maybe it’s a Mingle navigation or HCM differences or supply chain differences and it’s got a quick overview of what’s happening before they get in there.
Jackie g/d: I do want to touch on 1 thing real quick. This is driven by security, so everyone within the same security role can see what you’ve added, changed, updated, put up there. So, if Chris and I share the same security role, we can see the same documents but if these 2 have a different security role, they can’t see the same documents.
Chris b/j: Right.
Jackie g/d: There is a way to push it out for all portal users to see the same information, so if you wanted to just do a navigation document, you could put that up there for all portal users and then other, different, roles would have different documentation pushed out to them too.
Richard w/s: Yeah, and on that technology side, once SharePoint is installed to become the base for Mingle, the LS as STS configuration is what brings int he ability to use Lawson security roles as a way to secure content through SharePoint. SharePoint has a pretty big technology footprint. I know it can be a pain point in your Lawson 10 upgrade plan, your Lawson upgrade deployment because we do recommend that it runs on a separate virtual machine but hey, it’s a really powerful content management system and it’s free, so take advantage of it. There are a lot of cool thing you can do on SharePoint to enhance the overall experience that your Lawson 10 users will have when switching in to the new system.
Chris b/j: All right, so there are a ton of new auditing enhancements in version 10. Across the board, not just in finance, but there’s some in supply chain and HR. It weird, so Lawson is not standardized where you go to turn auditing on, so it varies system by system but I always recommend, start with GL01.4 and go through your systems and if the audit button pops up at the bottom, that’s where you need to go to turn it on.
There are a couple of caveats, in AP it’s turned on at the company level and I see it’s turned on at the company level. For the most part, this is where you want to go to turn that on. There’s buttons there, click into it, there’s a flag that you can flip and from that point, going on, you’ll be able to capture any changes made to, primarily, setup in version 10, at least in finances. Any changes to AP companies, journal entries, accounting units, accounts, you can track all of that once that flag is flipped.
Here’s just a quick example of an AP89 which is showing us a change at our company level, so we’ve turned the auditing flag on and we see here that we’ve changed workflow, we’ve turned workflow on for this company.
Stephanie b/d: This is really cool because you actually can use some of this detail for KPIs to track what kind of productivity is happening on a lot of these different screens, so just like for inventory control, auditing items, you have IC191 and 192. There’s IC audit tables, so all of these types of audits have their own table and you can track that information there.
Chris b/j: Yeah, and we always get the question, “Should we turn it on? Is it going to affect performance?” We always recommend turning it on. It mostly is set up information that’s being tracked here so it’s not high volume data, so there’s really no harm in turning those flags on.
Richard w/s: All right, and our final favorite thing about Lawson 10 is mobile apps. Infor has put out a bunch of different mobile apps that work with pieces of the Lawson system. For you system administrators out there, you’re going to love mobile monitor. It really, it’s amazing how much information … I know when you think of administering the Lawson system, it’s seems counter-intuitive that you could do such a thing from your iPhone but it’s amazing how much information they have packed into this app.
You can really find a lot of performance and configuration characteristics about the Lawson system. You can also take action. You can change configuration from the app too, on the fly, you can even restart an environment, all through the app, provided that you have the security to do so. This requires installing a small web sphere application on the LSF server to power it and I would say, this goes along with some of the other administrative enhancements that they’ve made, such as the Lawson information investigator which can give you a very detailed report about the configuration of the system. It helps you verify a prod and test match and the Infor support assistant which integrates that information back to your Infor streaming account to help proactively identify patches.
Mobile notifications is a great app. This is the app that replaces the mobile inbasket. It’s specifically built to work with IPA and this is an app that approvers can use to go in, see what they have waiting for them to approve, view the details, and then actually take action and then approve or reject transactions.
There are a number of mobile apps that are purpose-built for various functional activities. Here we’ve got a picture of mobile requisitions which is like the RQC app for the phone. You can explore these, they are specifically built to do various functional transactions that need to be done on the move.
Of course, when you’re looking at rolling out the mobile apps, the key to making all this work is network connectivity, so keep it in mind that if you’re on the cellular network with your mobile device and you’re trying to access apps that interact with your Lawson environment, there needs to be network connectivity there. Certainly easier from a network configuration stand point if your employees are able to access the corporate WiFi network from their mobile devices.
Keith: We got a few questions, so good timing there. Do you have to have SharePoint to use Mingle?
Richard w/s: At this point, yes, you do. The current version of Mingle is based upon SharePoint. We know that forward looking guidance from Infor, is that they are moving away from that SharePoint requirement and in Mingle version 12, it will be able to run without SharePoint.
Keith: One of our attendees is sharing that there’s an audit setting that will track pricing changes on PO25.6 and it is wonderful.
Stephanie b/d: Absolutely and procurement templates is a huge on as well, being able to audit those changes.
Keith: Is that because usually you have multiple users that have access to do those?
Stephanie b/d: Correct. Yeah, absolutely.
Keith: Wasn’t me. Can you see the user ID rather than the NT ID?
Richard w/s: Not really. In places where … This is for those of you running Lawson on a Windows platform, those of you on the Unix platform, when you look in the operator field, you’ll see the username. On the Windows platform, when you look in the operative field, you get an NT ID. Infor has brought a solution to this problem by making available a small web app that actually lives on the portal home page and allows you to look up an NT ID.
That’s something that … You can automate a call into that from an IPA flow, so if you’re creating notifications or reporting or something like that with some automation, you can tie into that tool. It’s more of a cross-reference look up that you need to go do rather than just instantly seeing the person’s name in that field.
Keith: Okay, this is a question about where are the jobs, I.E, jobdef maintained and edited? We use Lid to manage those in version 9.
Richard w/s: You do still have Lid available from an administrative stand point in version 10. Lid still exists in 10 but what doesn’t exist is LAUA security, so Lid isn’t appropriate for end users to use Lawson any more but administrative functions like that are still available in Lid. Also, I think Infor has made great strides in bringing some of that functionality into the more modern user interfaces, so they have been adding more administrative capability into Mingle and they’ve been adding more administrative capability into Smart Office.
Keith: I think there’s a question that we might have missed earlier here. Do design studio forms port over or do you have to redo these?
Keith: Can you recover jobs that needs recovery or submit jobs through the mobile app?
Richard w/s: Oh, great question. I’ll have to look up that feature if we can do that through the mobile app or not.
Keith: For the mobile apps, can they be used on Samsung phones, Apple iPhones, do we know of the compatibilities?
Richard w/s: Mix and match, so all of the mobile apps are available for iPhone, i-whatever and some of them are available on the Android platform. I know Infor is looking to make everything available on both the Apple store and Google play. I think not everything is available on Google play yet.
Keith: Okay, that seems to be all the questions we have for now. If any of our attendees have some later, please feel free to email us. We’re always happy to answer and participate. I do want to thank our presenters for this excellent presentation. I’m very excited to get this up and distributed. I want to point out that we have several more presentations today, at 1 o’clock, 2:30 and at 4 on RNI and req approvals, so we hope to see you there. Thank you.