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Presented by Mark DiGiovanni September 12, 2002

Lawson ProcessFlow Overview and Actual ProcessFlow Solutions. Presented by Mark DiGiovanni September 12, 2002. Agenda. Introduction ProcessFlow Overview - What is ProcessFlow? - What can ProcessFlow do for you? - How does it work? ProcessFlow in Action (Examples)

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Presented by Mark DiGiovanni September 12, 2002

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  1. Lawson ProcessFlow Overview and Actual ProcessFlow Solutions Presented by Mark DiGiovanniSeptember 12, 2002

  2. Agenda • Introduction • ProcessFlow Overview - What is ProcessFlow? - What can ProcessFlow do for you? - How does it work? • ProcessFlow in Action (Examples) - Requisition Approval - Rush Order Processing • Questions

  3. What is ProcessFlow? • ProcessFlow is a powerful Lawson product allowing customers to automate business processes • ProcessFlow is Workflow • Same Concept – New Product • ProcessFlow can be used to perform tasks from simple email notification to the complex routing of work • Easy to implement, use, and develop

  4. Types of Work ProcessFlow allows users to automate two primary types of work: 1. Notification (inbox) 2. Routed (inbasket) … as well as the capability to perform multiple other functions.

  5. Inbox Functionality • A business event triggers the creation of an email to notify users of the event • Usually a single step process • Examples: EE Status Change Reports Buyer Messaging Happy Birthday / Anniversary!

  6. Inbasket Functionality • Work Requires User Interaction • May be a multi-stepped process • Approve, Reject, etc. • Examples: JE Requires Approval Requisition Approval Personnel Action Approval Data Validation

  7. ProcessFlow Features • Requires no 3rd Party Software or additional hardware • Execution occurs on Lawson Server • Integrated with Lawson Applications • Uses Lawson and Web Server Security • Multiple trigger types • Inbasket available for Portal and Browser • Metrics

  8. ProcessFlow Maintenance • Requires no “special set-up” • Distributed with a design utility allowing users to graphically create or modify processes (drag and drop) • Designer also allows for development of more complex ProcessFlows if necessary • Provides for user desktop maintenance, administration, and the tracking of work

  9. Standard and Professional There are 2 editions of ProcessFlow • ProcessFlow Standard: - Free! - Inbox, Designer, Tools, Applications • ProcessFlow Professional: - Purchased separately - Full Product Functionality - Standard + Inbasket (User Action and HR User Action) + Work Object

  10. Triggers • Automatic - Requisition is released • Manual (On Demand) - User submits a job • Scheduled - 3rd Tuesday of month at 9 AM

  11. Simple Flow Design

  12. Query the Lawson DB using DME Send Email (inbox) Prompt a user for Action (inbasket) Create a new process Build Messages Category Filtering Perform a form action using AGS Execute Jobs (Lawson and Non-Lawson) Branches, Conditions Assign Values to Variables Flow Simulation Designer Functionality

  13. Delivered Functionality • Several triggers are delivered with the base Lawson product • Templates for the HTML and Portal Inbasket are also delivered for several common functions (PA Approval, Requisition Approval, etc) • Several ProcessFlow templates (services) are also delivered • Delivered templates allow for the easy development of ProcessFlows

  14. Activity Additions / Changes Personnel Action Approval Journal Entry Approval Requisition Approval Invoice Approval Cost Discrepancies Customer Changes Shipment Backordered Requested Item Received Unmatch Invoice Some Delivered Triggers

  15. ProcessFlow in Action Two Real World Solutions Using ProcessFlow 1. Requisition Approval 2. Rush (Stat) Orders * Note: These concepts can be applied to numerous other business scenarios

  16. Requisition Approval Process Concepts to be demonstrated: • Trigger (automatic) • Inbasket / User Action • Branch Conditions • Email Notification • Routing • AGS Updates • Category Filtering

  17. Requisition Approval Process SignatureAuthorization Finance Approval Purchasing Approval ED Approval Account Verification Level 3 >$7500 Approval >$25,000 AED Approval Level 2 >$100 <$7500 >$10,000 Director Approval Level 1 < $100 Approval >$1,000 Manager Approval >$500 Requisition with Special Item(s) is released Supervisor Approval Requisition is not approved Requisition is approved

  18. More Complex Requirements • There are three director levels, but only one director level approval is required to release the requisition. • For signature authorization, the approver cannot be the same person as the requester. • When a requisition is not approved, a message should be generated for the requester telling them why it was rejected. • If a user has a requisition in their Inbasket, an email should be generated telling the user that they have a requisition to approve. • If a req. sits unapproved for 3 days, the requester should be notified

  19. ProcessFlow Development

  20. Inbasket Display

  21. New Requisition Scenario • A requisition with a special item is released totaling $350 • Requisition set to “needs approval” status and req. is routed to supervisor for approval • Supervisor approves requisition • Since <$500 goes to Finance for Approval (based on Acct Unit on Req.) • Finance approves requisition

  22. New Req. Scenario (cont’d) • Requisition is routed to Buyer #2 • Buyer #2 rejects requisition and enters why they have rejected requisition • Requisition is updated in based Lawson to Unreleased status. • Email is generated for purchaser • Process Ends

  23. Rush (Stat) Orders Several Fields on RQ10 are updated through AGS calls. Requisition is approved through AGS on RQ13 WH130 Job is created for requisition being processed. Stat order is released WH130 Job is submitted WH130 Pick Ticket Routed Directly to Printer RQ111 Job is created for requisition being processed. RQ111 Job is submitted RQ111 Output Routed Directly to Printer Patient charges are created using AGS on PC20 END

  24. Rush Orders Scenario • Requisitions with Priority “1” should be treated as a Rush Order • Rush orders should automatically be approved • Pick Tickets should be printed • Delivery information should be printed • Patient Charges should be created

  25. Rush Order Flow Development

  26. Questions? E-Business on Solid Ground

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