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Lawson Roadshow June 11, 2009

Lawson Roadshow June 11, 2009. Agenda. 2. 3. Lawson Overview. 4. Lawson System Integration . Understand How to Login to Lawson. Logging into Lawson will be familiar if you access to other secure websites, for example, the USC intranet. 5. 1. Go to https://lawson.usc.edu/lawson/portal.

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Lawson Roadshow June 11, 2009

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  1. Lawson RoadshowJune 11, 2009

  2. Agenda 2
  3. 3

    Lawson Overview

  4. 4 Lawson System Integration
  5. Understand How to Login to Lawson Logging into Lawson will be familiar if you access to other secure websites, for example, the USC intranet 5 1. Go to https://lawson.usc.edu/lawson/portal 2. Enter the User Name and Password provided 3. Click “Login” User Names and Passwords are case sensitive
  6. 6 The Lawson Portal Home Page Clicking on the Lawson logo from any page will bring you back to the Portal Home Page You can conduct searches within Lawson, and also on specified Internet sites The bookmarks in the Navigation Pane allow you to move between pages by clicking on a link Refer to the Status Bar to learn the status of your job
  7. 7 Drilling Around GL95 – Account Analysis Enter department’s Company number Enter Accounting Unit By clicking on the Accounting Unit, this screen appears which displays the balance for the particular Accounting Unit and Account previously entered Enter Account (or range) To view more details click on Transactions Click on Account
  8. 8 Drilling Around GL95 – Account Analysis All the detailed transactions are listed To view more details of the transaction right click on the transaction View the source and posting date of the transaction
  9. 9 Drill Around for Reports The Drill Around feature for Reports is the ability to view additional detail about values or items that appear in a Report. For Reports that have been set up to allow Drill Around activities, many values or items in the Report appear as links. By clicking on these links, as highlighted when viewing the Report, it is possible to drill down to the original source system for specific information. Any blue text within the report is a link that can be drilled for additional information. For this asset report, we click a total…..
  10. 10 …..And we see a series of drill options within the Drill Explorer section. We pick “Asset Information”…… ….and specific information about the asset appears.
  11. 11 We can go further by clicking on the ‘Accounts’ link…… And we see specific information about the account types, accounting units, accounts, etc…..
  12. 12 And So On……..
  13. 13 And So Forth…….. The flexibility of Drill Around enables you to conduct in-depth analysis of key data via convenient access to supporting transactional information.
  14. The Use of Standard Reports 14 Lawson provides an excellent selection of standard reports, including financial, asset and transactional reports. For example, you can Run Balance Sheet (GL292) to print a report of all Balance Sheet accounts printed in the Chart of Accounts hierarchical order.
  15. 15 GL292 Standard Report Output
  16. The Use of Configured Reports 16 Using Report Writer, a user can configure Reports. Rows and formats can be defined separately for ease of maintenance and greater flexibility in Report creation.
  17. 17 Lawson Training Update Course Presentation Practice Plan users will attend one classroom session of up to three hours, tailored to how they will be using Lawson. Topics include: Lawson Basic Navigation GL Inquiry and Reporting AM Inquiry and Reporting Allocating Payroll to Cost Centers Training registration emails are being sent this week. The email will include a link to the online registration page and instructions about how to register Classes are being offered from June 24th through July 1st All training will take place at HSC in the Stauffer Pharmaceutical Sciences Center (PSC), room 302B Class size is limited to 15 participants Access to Lawson will be granted on July 1st to those who have completed training. A high-level refresher course is being considered for the end of July. Quick Reference Card
  18. 18 Lawson Go Live Activities Timeline July August June Pre-Go Live Post Go Live Go Live Communications User Support Training TR End User Support Financial Systems Sunsetting Close Out System Data Conversions GL Actuals Assets Post 7/1 Activities Feedback Interviews TR = Interviews = Training Refresh = Emails = Roadshows
  19. 19

    Financial Transition Activities

  20. 20 Cash and Non-Cash Investments
  21. 21 Operating Cash – A/P
  22. 22 Operating Cash – Revenue and A/R
  23. 23 Patient Accounts Receivable
  24. 24 Accounts Receivable Process Automated Interface New IDX Old bank account Post 7/1 Date of Service Lawson G/L New bank account Payments Point of Service Pre 7/1 Old IDX Journal Entry
  25. 25 Payroll Related
  26. 26 Fixed Assets
  27. 27 Other Assets Note: Examples of other assets could include inventory, prepaid expenses, non patient related A/R
  28. 28 Other Liabilities Note: Examples of other liabilities could include rent payable, external debt payable, etc.
  29. 29 How often will data be posted to Lawson? Weekly: Old IDX payments (posted at the department level) Daily: New IDX payments Purchasing Employee demographic data Patient Refunds Old IDX Departments will process patient refunds and enter check requests into WEBBA New IDX Patient refunds will be centrally processed by USC Care
  30. 30

    Questions and Answers

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