Infor Lawson Healthcare Supply Chain Analytics Release Notes. Version Published May 2013

Transcription

1 Infor Lawson Healthcare Supply Chain Analytics Release Notes Version Published May 2013

2 Copyright 2013 Infor. All rights reserved. Important Notices The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of Infor. By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from Infor pursuant to a separate agreement, the terms of which separate agreement shall govern your use of this material and all supplemental related materials ("Purpose"). In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although Infor has taken due care to ensure that the material included in this publication is accurate and complete, Infor cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause. Without limitation, U.S. export control laws and other applicable export and import laws govern your use of this material and you will neither export or re-export, directly or indirectly, this material nor any related materials or supplemental information in violation of such laws, or use such materials for any purpose prohibited by such laws. Trademark Acknowledgements The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All rights reserved. All other company, product, trade or service names referenced may be registered trademarks or trademarks of their respective owners. Publication Information Release: Publication date: May 2013 Document Number: HCSCRN_ _01

3 Contents This document describes features and enhancements included in Infor Lawson Healthcare Supply Chain Analytics These new features and enhancements are organized under the following headings: Where to look for documentation... 4 Documentation updates... 4 Product Changes... 5 New to the Requisitions Cube... 5 The Spend Cube has been refactored... 5 Amount Hierarchy added to the Spend Cube... 5 Drill to PO Detail in the Spend Cube... 6 Item Long Name added to Item Dimension... 6 New Variable for multiple PO100 Users... 8 NEW: Sample Infor BI Application Studio Reports... 8 Infor Lawson Healthcare Supply Chain Analytics Release Notes 3

4 Where to look for documentation Throughout these release notes, references to specific documents and Knowledge Base articles may be provided to help you locate more detailed information. Product documentation is available on the Infor Xtreme portal. You can find documentation posted to the product records on the Download Products page. Look here first for installation guides and release notes. You can browse or search for product documentation on the Documentation page. For questions or feedback, Documentation updates The following updates to documentation are included with this release. Document name Infor Lawson Analytics for Healthcare Installation Guide Infor Lawson Analytics for Healthcare Administration Guide Infor Lawson Healthcare Supply Chain Analytics User Guide Valid for version Valid for version Valid for version Infor Lawson Healthcare Supply Chain Analytics Release Notes

5 Product Changes New to the Requisitions Cube A Requisitions cube is the latest addition in this release. Requisition measures have moved from the Inventory and Buyer Supplier cubes into a distinct cube which holds all Requisition information. The Spend Cube has been refactored The Spend cube was re-factored and now references information found in the APDISTRIB record. Invoiced distributions can be linked to the GLAMOUNTS information in General Ledger based on the account distribution and distribution date. Where records are posted in detail, they will also tie back to the items on the account distributions. Otherwise it will be at the Invoice and PO level. The Calendar Date is based on APDISTRIB.Distrib-Date. Now General Ledger, Inventory, Payables, Project Activity, Strategic Ledger, Requisitions, and Spend Calendar dimensions match so they can be used, as a link between views from cube to cube, across applications. Amount Hierarchy added to the Spend Cube The measures in the Spend cube are based on APDISTRIB.Original- Base-Amount. A level hierarchy was added to the measures where Total Spend is the top level, so the breakdown of Spend amounts is easily accessible and visual. Total Spend is a sum of PO Spend, Expense Spend, and AOC and Tax. Each of these groups breaks into smaller measures. PO Spend breaks down into On Agreement and Non-Agreement Spend, which are comprised of Catalog and Non-Catalog On Agreement Spend, and Catalog and Non-Catalog Non-Agreement Spend. On Agreement Catalog Spend is comprised of On Agreement Inventory and On Agreement Non Stock which both break into debits and credits. On Agreement Non Catalog Spend breaks into On Agreement Service Spend and On Agreement Special Item Spend, which breaks into Special Item and Punchout Spend, and these break into debits and credits. Expense and AOC/Tax follow this same hierarchy path. Infor Lawson Healthcare Supply Chain Analytics Release Notes 5

6 Drill to PO Detail in the Spend Cube A drill has been added to the Spend cube that will display PO detail. The fields in the drill are Vendor, PO Number, Quantity, UOM, Stock UOM, Invoice Number, Item Type, Item, Item, and Original Base Amount. For example, a user could drill into the results of the measure Original Base Amount sliced by Non-Agreement Spend and find the POs or Invoices making up this amount, such as which Items or Item Types were purchased, etc. The drill allows the user to see more detail about the source of the Spend they see displayed in the cube. Drill to PO Detail in the Buyer Supplier Cube A drill has been added to the Buyer Supplier cube that displays PO detail. The fields in the drill are Vendor, PO Number, UOM, Stock UOM, Item Type, Item, and. For example, a user who drills into the value displayed in the cube for Non Catalog Spend will be able to see the Vendor, POs, Items, UOM, or Item Types that make up that value in the cube. The drill allows the user to further examine the source of what they see displayed in the cube. Item Long Name added to Item Dimension Item Long Name has been added to the Low Level Filters in the Item dimension. Item Long Name is a combination of Item and Item New Dimension: Vendor Item Vendor Item has been added to the Spend, Requisition and Buyer Supplier cubes. 6 Infor Lawson Healthcare Supply Chain Analytics Release Notes

7 Vendor Item references a Lawson Item and a Vendor source. It allows further analysis of spending patterns with particular suppliers and item usage. New KPI Percent Spent by Purchase Class This measurement shows PO spend as percentage spent by Purchase Class and was added to the Buyer Supplier cube. This KPI is similar to an existing KPI in the Spend cube; now the same measurement can be used with the PO measures. New Measures PO Lines New measures have been added to the Buyer Supplier cube in the PO Lines/ Averages/ measure group: Average Lines per PO, Average Quantity Ordered, Average Quantity per PO Line, Average Unit Cost per PO Line, Average Value per PO Line, and Percent Spent by Purchase Class. Extended Line Amount was added to the PO Lines / Purchasing / Costs measures. The Buyer Supplier cube has new measures based on the POLINE records. New Measures Vendor Returns Fourteen new measures have been added to the Buyer Supplier cube for analysis of Vendor Returns. The Buyer Supplier cube has a new fact table based on PORETURNHD and PORETURNLN records. New Dimensions for Vendor Returns Three new dimensions were added in the Buyer Supplier cube for use with the new Vendor Return measures. Infor Lawson Healthcare Supply Chain Analytics Release Notes 7

8 Return Number, Return Reason and Vendor Return Status are available for analysis of Vendor Returns. New Dimension Item Type has been transformed into a dimension of its own, separated from Item. Items often have multiple item types simultaneously and over time. Item Type is now a dimension which allows for more accurate measurements. An item that was changed from a Special to a Non Stock can be measured both ways at the same time. New Variable for multiple PO100 Users The User ID that runs PO100 as a recurring job is used to track data for Perfect Order measures. Many clients have multiple PO100 jobs. Now all of the users can be tracked to more accurately accumulate PO origination data. New: Sample Infor BI Application Studio Reports For Applications Studio users, sample reports have been provided. These sample reports will allow Application Studio users to quickly see how their analytics data looks in a graphical representation. 8 Infor Lawson Healthcare Supply Chain Analytics Release Notes