Presented by Mark DiGiovanni September 12, 2002

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Lawson ProcessFlow Overview and Actual
ProcessFlow Solutions
Presented by Mark DiGiovanni September 12, 2002
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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

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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

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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.

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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!

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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

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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

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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

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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

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Triggers

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

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Simple Flow Design
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Designer Functionality

• 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

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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

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Some Delivered Triggers

• Activity Additions / Changes
• Personnel Action Approval
• Journal Entry Approval
• Requisition Approval

• Invoice Approval
• Cost Discrepancies
• Customer Changes
• Shipment Backordered
• Requested Item Received
• Unmatch Invoice

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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

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Requisition Approval Process

• Concepts to be demonstrated
• Trigger (automatic)
• Inbasket / User Action
• Branch Conditions
• Email Notification
• Routing
• AGS Updates
• Category Filtering

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Requisition Approval Process
Signature Authorization
Finance Approval
Purchasing Approval
ED Approval
Account Verification
Level 3 gt7500 Approval
gt25,000
AED Approval
Level 2 gt100 lt7500
gt10,000
Director Approval
Level 1 lt 100 Approval
gt1,000
Manager Approval
gt500
Requisition with Special Item(s) is released
Supervisor Approval
Requisition is not approved
Requisition is approved
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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

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ProcessFlow Development
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Inbasket Display
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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 lt500 goes to Finance for Approval (based
  on Acct Unit on Req.)
• Finance approves requisition

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New Req. Scenario (contd)

• 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

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

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Rush Order Flow Development
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Questions?
E-Business on Solid Ground