Infor Lawson Accounts Payable Invoice Automation

Transcription

1 Infor Lawson Accounts Payable Invoice Automation Colleen Holm, Product Director, Infor 1

2 Discussion topics What is Accounts Payable Invoice Automation? How does it work? Demonstration Additional Information 2

3 Our strategy Architecture of the Internet Micro-verticals Suites Beauty Cohesive, upgrade-proof applications Deep, last mile features for industry sub-sectors Compelling user interfaces and consumer-grade experiences 3

4 Infor Lawson Accounts Payable Invoice Automation Role based Processor, Approvers, Manager and Administrator Integrated with existing Infor Lawson Financials Delivered integration with our content management partners Simplify the invoice approval process Reduce processing costs Faster access to more complete invoice information 4

5 What can you do with APIA? Receive Scan and Match Review Approve Receive Scan & Match Review Approve 5

6 How does it work? 6

7 Deliver Web Services 7

8 Invoice Assignment User Users are assigned based on flexible rules. Specific to General 8

9 AP Processor: Process Invoices 9

10 Routing and Approval Levels Approval Roles Priority Approval Role Description 1 SUPERVISOR Supervisor 2 MANAGER Manager 3 VP Vice President 10

11 Routing and Approval Levels Routing Category Accounting Unit Department Name IT SERVICES IT SYSTEMS IT APPLICATION TECHN PRACT MGMT SYSTEMS CLINICAL SYSTEMS IT ERP IT ADMIN 11

12 Routing and Approval Levels Invoice Approval Codes and Levels Acct Unit Level Invoice Approval Role Invoice Approval Role Invoice Approval Role Supervisor Manager VP Approval Limit <=$10,000 <=$50,000 <=$999,999,999 Escalation Days Approvers P Wright D Smith H Noreen 12

13 Invoice Approval 13

14 Mobile approvals 14

15 Enabled by Infor Process Automation Delivered flow Configurable in Infor Process Designer New Infor Process Designer with Landmark 15

16 Manager Visibility 16

17 Demonstration- AP Manager 17

18 AP Manager 18

19 Manager Visibility 19

20 Details 20

21 Improve visibility 21

22 Improve efficiency 22

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25 Demonstration- AP Processor 25

26 AP Processor 26

27 Improve efficiency 27

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30 Enabled by Infor Process Automation Powers pre-built flows for invoice assignments to resources and invoice approvals Configurable in Infor Process Designer New Infor Process Designer with Landmark 30

31 Demonstration- Approver 31

32 Mobile approvals 32

33 Define notification 33

34 Invoice Approval 34

35 My invoices 35

36 Invoice Approval Pending 36

37 Invoice Approval - Historical 37

38 Approval History 38

39 Demonstration- Administrator 39

40 Resources 40

41 Invoice Routing Rules 41

42 Update Analytic Cube 42

43 Video demonstrations are available on the Infor Lawson financial blog -applications/ Enter Search Term: Accounts Payable Invoice Automation 43

44 Key Benefits Support partner solutions for scanning (including OCR), imaging and indexing Flexible processing rules and account assignments Invoice entry Support for attachments, including scanned invoices and supporting docs Account / expense coding for Expense invoices Online workflow routing, review and approval process Approval rules Visibility to where an invoice is within the process Reduce costs for processing invoices Faster access to more complete information about invoices Tightly coupled with Infor Lawson financials Improved utilization of early payment discounts 44

45 Key Differentiators Visibility see the status of an invoice from entry to approval to payment Dashboards see what s coming due, past due, manage workloads Simplified workflow setup Sophisticated business rules and account assignments Integration with Lawson Vendor master and vendor defaults GL account strings Process Automation shared workflow across Lawson Future: Mobile, dynamic discounting, Ming.le support Remember: we have designed AP Invoice Automation to complement imaging and document capture partners 45

46 More information needed? Infor Xtreme Support Infor Communities Infor Lawson Applications Blog (From the Source) Infor Lawson Technology Blog 46

47 How can you prepare? Become familiar with Landmark Technology Infor Process Automation Infor Process Designer Spreadsheet Designer Configuration Console Infor Ming.le 47

48 Navigation Infor Campus ( My Campus Assignments My Courses: Online or instructor-led courses that you are registered for My Subscriptions & Certifications: Subscriptions or certifications you are enrolled in. Infor offers several subscriptions giving you access to a bundle of courses at reduced pricing. See your Infor representative for more information. My Learning History: A record of your training activity My Wait List: Instructor-led courses that you are on the waiting list for Available Training Course Catalog: Courses organized by product and usage Courses: A list of all courses available for registration in alphabetical order Search: User guides, directions to facilities for instructor-led training and more Resources: User guides, directions to facilities for instructor-led training and more 48

49 Thank-you! Colleen M Holm [email protected] 49

50 Additional Information 50

51 System Prerequisites Lawson System Foundation x or higher Lawson Applications or higher Lawson Applications or higher Landmark Technology 10.1 or higher Databases: Oracle 11gR2 Microsoft SQL Server Enterprise Edition 2008 Microsoft SQL Server Enterprise Edition 2008 R2 IBM DB2 UDB 9.7 FP 4 or higher IBM DB2 on IBM i 6.1 or 7.1 Operating Systems: Windows Server 2008 Standard R2 x 64 IBM-AIX 6.1 or IBM-AIX

52 System Prerequisites Other Components: IBM WebSphere Application Server 7.0 FP 21 or higher IBM HTTP Web Server 7.0 OR Microsoft IIS 6.0 or 7.0 Java Development Kit 1.6 FP 18 or higher Subversion (Windows platform only) Perl 5.8.x or higher Desktop Requirements: Windows XP, Vista, or 7 JVM 1.6 FP 18 or higher Internet Explorer 7.0, 8.0, 9.0, 10.0 Firefox 3.5+, Chrome

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