Infor Lawson Accounts Payable Invoice Automationwebinars1.infor.com/americas/20150212-FMS.pdf ·...

Template v5 October 12, 2012

1 Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Infor Lawson Accounts Payable Invoice Automation

Colleen Holm, Product Director, Infor



Discussion topics

What is Accounts Payable Invoice Automation?

How does it work?

Demonstration

Additional Information



Cohesive,

upgrade-proof

applications

Deep, last mile

features for industry

sub-sectors

Compelling user interfaces

and consumer-grade

experiences

Our strategy

Architecture

of the Internet

Micro-verticals

Suites Beauty



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



What can you do with APIA?

Receive Scan and Match

Review Approve

Approve

Review Receive Scan & Match



Copyright © 2012. Infor. All Rights Reserved. www.infor.com

6

How does it work?



Deliver Web Services



Invoice Assignment

User

Users are assigned based on flexible rules.

Specific to General



AP Processor: Process Invoices



Routing and Approval Levels

Priority Approval Role Description

1 SUPERVISOR Supervisor

2 MANAGER Manager

3 VP Vice President

Approval Roles




Accounting Unit Department Name

3040999 IT SERVICES

3040998 IT SYSTEMS

3040333 IT APPLICATION TECHN

3040187 PRACT MGMT SYSTEMS

3041135 CLINICAL SYSTEMS

3040378 IT ERP

3040345 IT ADMIN

Routing Category




Acct

Unit

Level

Invoice

Approval

Role

Invoice

Approval

Role

Invoice

Approval

Role

3040999

Supervisor Manager VP

Approval Limit <=$10,000 <=$50,000 <=$999,999,999

Escalation

Days

1 2 2

Approvers P Wright D Smith H Noreen

Invoice Approval Codes and Levels



Invoice Approval



Mobile approvals



Enabled by Infor Process Automation

• Delivered flow

• Configurable in Infor Process Designer

New Infor Process Designer with Landmark



Manager Visibility




17

Demonstration- AP Manager



AP Manager



Manager Visibility



Details



Improve visibility



Improve efficiency




25

Demonstration- AP Processor



AP Processor



Improve efficiency



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




31

Demonstration- Approver



Mobile approvals



Define email notification



Invoice Approval



My invoices



Invoice Approval – Pending



Invoice Approval - Historical



Approval History




39

Demonstration- Administrator



Resources



Invoice Routing Rules



Update Analytic Cube



Enter Search Term:

Accounts Payable

Invoice Automation

Video demonstrations are

available on the Infor Lawson

financial blog

http://blogs.infor.com/finanical

-applications/

http://blogs.infor.com/finanical-applications






• 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

Key Benefits • 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



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



More information needed?

Twitter @InforfromSource

Infor Lawson Technology Blog http://blogs.infor.com/S3Tech

Infor Xtreme Support http://inforxtreme.com

Infor Lawson Applications Blog

(From the Source) http://blogs.infor.com/financialapplications/

Infor Communities http://inforcommunities.com



How can you prepare? • Become familiar with Landmark Technology

• Infor Process Automation

• Infor Process Designer

• Spreadsheet Designer

• Configuration Console

• Infor Ming.le



Navigation

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

Infor Campus (http://education.infor.com)



Thank-you!

Colleen M Holm

[email protected]



Additional Information



• Lawson System Foundation 9.0.1.x or higher

• Lawson Applications 9.0.1.8 or higher

• Lawson Applications 10.0.3 or higher

• Landmark Technology 10.1 or higher

Operating Systems:

• Windows Server 2008 Standard R2 x 64

• IBM-AIX 6.1 or IBM-AIX 7.1

System Prerequisites 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



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 1.5.6 (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 10+

Infor Lawson Accounts Payable Invoice Automationwebinars1.infor.com/americas/20150212-FMS.pdf ·...

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