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Lawson Reporting Options ROMLUG Meeting June 12, 2003

Lawson Reporting Options ROMLUG Meeting June 12, 2003. “All Lawson, All The Time”. Agenda. Defining The Requirements Design Reporting “Services” Creation Distribution Repository Available Tools Profile Deployment Strategy Conclusion. Do You Need This?….

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Lawson Reporting Options ROMLUG Meeting June 12, 2003

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  1. Lawson Reporting Options ROMLUG Meeting June 12, 2003 “All Lawson, All The Time” netASPx Confidential

  2. Agenda • Defining The Requirements • Design • Reporting “Services” • Creation • Distribution • Repository • Available Tools • Profile • Deployment Strategy • Conclusion netASPx Confidential

  3. Do You Need This?… GL293 Date 02/28/98 Company 4321 - LGE Corporation USD Page 1 Time 10:31 Income Statement For Period 1 Ending January 31, 1998 Fiscal Year 1998 Consolidated LGE Corporation Consolidated Account Nbr Description Current Period Year To Date Last Year Period Last Year To Date ------------ ------------------------------ --------------------- --------------------- --------------------- --------------------- REVENUE Revenue SALES Sales 41000-0000 Sales-Prescription Drugs 12,620,100- 12,620,100- 11,250,500- 11,250,500- 41100-0000 Sales-Non-prescription Drugs 10,890,000- 10,890,000- 9,230,100- 9,230,100- 41200-0000 Sales-Clinic Services 13,812,060- 13,812,060- 11,500,200- 11,500,200- 41300-0000 Sales-Hospital Services 39,387,163- 39,387,163- 34,430,000- 34,430,000- 41400-0000 Sales-Floral 451,620- 451,620- 320,400- 320,400- 41500-0000 Sales-Gifts 475,525- 475,525- 300,100- 300,100- 41600-0000 Sales-Restaurant 3,125,475- 3,125,475- 2,750,250- 2,750,250- 41700-0000 Sales-Other 2,000,000- 2,000,000- 1,500,000- 1,500,000- 41750-0000 Financial Revenue-BOE 1,000,000- 1,000,000- 1,215,000- 1,215,000- 41800-0000 Miscellaneous Revenue 15,780- 15,780- 23,750- 23,750- --------------------- --------------------- --------------------- --------------------- Gross Sales 83,777,723 83,777,723 72,520,300 72,520,300 LESS Less: 42100-0000 Sales Discounts 27,125 27,125 39,120 39,120 42200-0000 Sales Returns & Allowances 4,623 4,623 3,280 3,280 --------------------- --------------------- --------------------- --------------------- Total Sales Adjustments 31,748 31,748 42,400 42,400 --------------------- --------------------- --------------------- --------------------- Net Sales 83,745,975 83,745,975 72,477,900 72,477,900 * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * --------------------- --------------------- --------------------- --------------------- Net Profit (Loss) 28,446,025 28,446,025 21,320,200 21,320,200 netASPx Confidential

  4. … Or This?… PR140 Date 06/02/99 Company 913 Northwest Demo Company Page 1 Time 16:19 Earnings and Deductions Calculation Process Level CORP Corporate Department ACTNG Accounting Payment type System Employee Name Date Payment ID Gross Pay Fed Taxable Soc Sec Txbl Medicare Txbl Net Pay --------- ------------------------ -------- ------------ -------------- -------------- -------------- -------------- -------------- 2 Adams, Tom D 04/09/99 1885 865.39 790.78 790.78 790.78 647.53 Earnings Hours Amount Tax Ded Amount Taxable Other Ded Amount Cpy Ded Amount Taxable Regular 80.00 865.39 Fed W/H 50.25 790.78 Disablty 51.92 Co SS 49.03 790.78 SocSec 49.03 790.78 Emp Life 3.46 Co Med 11.47 790.78 Medicare 11.47 790.78 Health 19.23 FUTA Dep Life 1.92 Disablty 51.92 Emp Life 3.85 Co-Hlth 38.46 Sp Life 1.73 UWAY 25.00 ------------------------------------------------------------------------------------------------------------------------------------ 13 Hunter, Jill M 04/09/99 1895 886.40 886.40 886.40 886.40 700.92 Earnings Hours Amount Tax Ded Amount Taxable Other Ded Amount Cpy Ded Amount Taxable Vacation 80.00 886.40 Fed W/H 117.67 886.40 Co SS 54.96 886.40 SocSec 54.96 886.40 Co Med 12.85 886.40 Medicare 12.85 886.40 FUTA 7.10 886.40 ------------------------------------------------------------------------------------------------------------------------------------ 7 Miller, Frank D 04/09/99 1890 961.54 880.77 880.77 880.77 740.40 Earnings Hours Amount Tax Ded Amount Taxable Other Ded Amount Cpy Ded Amount Taxable Regular 80.00 961.54 Fed W/H 63.75 880.77 Disablty 57.69 Co SS 54.61 880.77 SocSec 54.61 880.77 Emp Life 3.85 Co Med 12.78 880.77 Medicare 12.78 880.77 Health 19.23 FUTA Dep Life 1.92 Disablty 57.69 Emp Life 2.31 Co-Hlth 38.46 UWAY 5.00 ------------------------------------------------------------------------------------------------------------------------------------ netASPx Confidential

  5. … Or This?… netASPx Confidential

  6. …Or This? netASPx Confidential

  7. Process Organization Data Applications Facilities Technology Consider Domain Solution Architecture netASPx Confidential

  8. Top Down v. Bottom Up Design Process Knowledge Assets Technical Knowledge Assets Technology Enabled Decision Support Knowledge Business Process Management Information Context Data Task Analysis Discrete Data Transaction Reporting netASPx Confidential

  9. And If We Don’t Do Appropriate Design? netASPx Confidential

  10. Reporting Pain Points • Executives • Can’t get their numbers fast enough • Accountable to objectives • Managers • How to plan and react without relevant and timely information • Knowledge Worker • Multiple data sources • Data Integrity • Information Technology • “Special Requests” netASPx Confidential

  11. A Report Matrix netASPx Confidential

  12. The Report Matrix • Purpose of The Report • Report Name • Report Token • Creation Attribute • Distribution Attribute • Repository Attribute • Report Owner • Implementation Details netASPx Confidential

  13. An Example • Income Statement • GL293 • Creation – On Demand • Distribution – Finance, On Request • Repository – None Or Local • Owner – Controller • Implementation – Lawson Standard, GL Report Writer netASPx Confidential

  14. Reporting Services • Creation • On Demand • Scheduled • Distribution • Audience • Repository • None • Local • Central Security Disciplines Apply To All Attributes netASPx Confidential

  15. Reporting Tools • GL / HR Report Writer • 4GL / Code • e-Financial Reporting • e-Broadcasting • MS Add Ins • Enterprise Reporting • Analytics netASPx Confidential

  16. GL / HR Report Writer • Power Users • Tabular Data • Not Pretty • Good Set of Supplied Reports • Constrained Within Process Suites netASPx Confidential

  17. 4GL / Code • Still Has Utility • Complex, Scheduled Reports • Requires COBOL Skills • Upgrading Can Be Difficult netASPx Confidential

  18. DB Changes netASPx Confidential

  19. e-Financial Reporting • Propagates GL Report Writer to the Web • Requires a Web Server • Rudimentary Graphing • Can Conserve Core Concurrent Licenses • Can Increase Overall Security netASPx Confidential

  20. e-Broadcasting • Report Distribution • Inexpensive • Can Create “Channels” of Content • Will Distribute “Static” Documents • Tags Can Be Added for Drill Around netASPx Confidential

  21. MS Add Ins • Uses OLE DB • Import & Export From Microsoft Apps • One Run Tool • Power User & IT netASPx Confidential

  22. OLE DB – What Is It netASPx Confidential

  23. Enterprise Reporting • Robust Tool • Power User AND End User Tool • Cross Suite, Product Line, Application • Smart Reporting Technology • Expensive • Some Limitations – Mitigated in Next Release netASPx Confidential

  24. More on “ER” • Enterprise Reporting • Three Components • Requires NT / WIN 2K • Part of A Comprehensive Reporting Strategy • GL / HR Writer • e-Reporting • Broadcasting • Analytics • Integrates Crystal Smart Reporting Technology • Local or Remote Hosting (through ASP) netASPx Confidential

  25. Enterprise Reporting Key Points • Provides access to cross-functional information and consolidates it into one accurate report. • Secure, integrated with Drill Around ® • Web delivered • Ability to create custom reports • end-user controlled • User friendly reports are visually appealing, easy to read, and understand. • Printed output netASPx Confidential

  26. Lawson Requirements? • 7.2.x applications • Win2K/Unix • Retro to 7.3.2.1 Internet Object Services (Logan) • 8.0.1 Internet Object Services • AS/400 7.2.2.4 Apps/Env. • Internet Explorer 5.5 • Win2K/NT Server for Crystal Enterprise netASPx Confidential

  27. Deployment netASPx Confidential

  28. What do I need to know about users to price? • Number of users by type • Executive Users • Analysts / Power Users • Knowledge Workers • Field Organization? • Finance, Human Resources, Operations • Pattern of usage very important netASPx Confidential

  29. Lawson Suites Enterprise Reporting 1.0 Lawson Portal – Crystal Enterprise 8.0 Human Resources Finance Procurement Distribution PSA Crystal Reports Professional 8.5 Lawson Query Builder (OLE DB) Lawson Suites netASPx Confidential

  30. Summary netASPx Confidential

  31. Contact Information Michael Toolan Western Regional Account Executive 21349 Oakview Drive Bend, OR 97701 541.389.0839 michael.toolan@netaspx.com netASPx Confidential

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