Software as a Service (SaaS) trends are changing everyday, with customer relationship management (CRM) one of the busiest offerings out there. As more and more businesses embrace CRM systems, a lot more features are constantly offered to supplement. But do you need to add so many bells and whistles to your CRM system? Maybe not all, but there is one feature you may benefit – invoicing. Dimitri Akhrin shares an article highlighting three reasons for your business to consider having a CRM with invoicing available to greatly benefit from your system.  They are:
  1. Data In One Place. “One of the main reasons why CRMs exist is to help you consolidate data. Your leads, their contact information, their history with your company, key people in the company, interests — these all belong in one place, and this consolidation makes the sales job even easier. Once you strike a deal, be sure to immediately send an invoice from the CRM so that you don’t have to chase them through emails or some other communication method.”
  2. Revenue Analytics. “If you send invoices and get payments through your CRM, you can immediately know how many of your sales in the pipeline pay and how many of them fall through the cracks. This way, you’ll have a clear overview of which channels bring in the most conversions. Moreover, you’ll know if any invoices are outstanding and which customers aren’t paying up.”
  3. Time Savings. “As you probably know, before prospects become leads, they don’t get invoices — they get quotes. Consider a CRM that gives you the option of turning a quote into an invoice with one click. Moreover, keep in mind that you’ll be able to apply any special offers or discounts immediately from the CRM. If you have international customers, this part of the app will take care of different currencies and conversions, so you don’t have to worry about anything but selling.”

 

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Atlanta Public Schools has chosen to upgrade its current single-tenant system to Infor CloudSuite™ Public Sector. Being one the largest school districts in Georgia, with the help of  Infor’s cloud-based solutions, the district will have the ability to apply automated workflows and role-based security to strengthen access to sensitive data. It will also allow its stakeholders to access data anytime, anywhere quickly and securely with Infor Go®, a native mobile application that provides a centralized access-point for Infor and proprietary apps with single sign-on (SSO). Per the press release, with Infor CloudSuite Public Sector, Atlanta Public Schools will help ensure that critical business functions continue to run smoothly and securely, while expanding cloud-based learning and performance management to deliver better and safer student and teacher experiences.

 

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The LSFCT 10.0.11.x update seems to have a small bug in it where it is not updating the RUNUSERKEY value appropriately. The symptoms of this issue are, after the LSFCT update, run a batch job and the job goes into recovery with the message “Unable to log on RUNUSERKEY Account.”

To resolve this issue, go to LAWDIR/system and edit the lajs.cfg file. Make sure that there is a space or a tab between “BATCH” and the new parameter “MAXRUNTIME”. If not, add the space or tab. Restart Lawson and try to recover the batch job.

LIM Group (Leather in Motion) has chosen its Infor CloudSuite, an ERP system designed for manufacturers, distributors and rental companies. Per the press release, since the merger of CWD and Devoucoux in 2013, LIM Group was founded and has since designed, manufactured and distributed high-quality saddles for, among others, about a hundred of the world’s top 250 riders. Labelled as a “Living Heritage Company,” the brands of the LIM Group are recognized for their exceptional know-how, as well as on the mastery of all functions from design to distribution, including manufacturing. Infor M3, the enterprise resource planning (ERP) solution on which Infor’s CloudSuite is based, will manage production, and the rental and distribution of LIM group saddles, as well as the associated service and maintenance activities. Additionally, as the saddler has many in-house software solutions that are maintained in-house, it wanted to streamline and integrate all of these applications, which a solution like M3 allows via the creation of application programming interfaces (APIs). Further, the Infor solution will include Infor Factory Track, a complete production automation solution that supports warehouse mobility and traceability, while providing tools for activity and time tracking. The deployment is planned to go live in July 2022 in a on-premises environment and will initially be aimed at the production and administration functions for around 100 users in Europe. It will then be extended at the end of 2022 to the United States for around 50 additional employees.

 

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When you are doing an MSCM install or update, and you “fat finger” one of the values in the wizard, it can be a real headache. In this example below, the installer defined the wrong port for the WAS connection information. The install wizard threw a java exception during the install. The install.log file indicated an issue connecting to WAS, which led to the wsadmin.traceout file, which showed the culprit as the invalid port.

To rectify this issue, you may need to update the value in two places. The first place you will definitely need to fix the value is in the install.cfg file. This is located at C:/lawson/mscm/<instance name>. The only thing you aren’t going to be able to change here is encrypted passwords. If you have mistyped a password, you will need to uninstall or revert to a backup.

The other place you may need to update the value is in the MSCM properties files. Check for the value in mscm.filter.properties, mscm.ios.peroperties, or mscm.lhc.properties and fix it there.

Now, restart your install and you should be golden!

Customer relationship management (CRM) software is a major player to running and growing a successful business, big and small. The customer is put at the heart of everything – from product creation to marketing – based on their needs. When looking for the best CRM software, one of the key factors to be aware of is growth. How will you use a valuable tool like CRM to grow your business? TechRadar’s Paul Maplesden shares an interesting article highlighting the following seven changes to a CRM that will help grow your business. For an in depth look at all seven, click the link below to the original article.

  1. Create a CRM baseline for your current customers and sales processes
  2. Understand the CRM areas that lead directly to customer and business growth
  3. Prioritize small business improvements to increase customer awareness, understanding, and revenue
  4. Use CRM to build trusted communications with your customers
  5. Focus on strong informational and educational content for customers
  6. Optimize and split-test your business CRM sales process
  7. Measure and optimize your CRM changes as part of continual improvement

 

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Calling an API from IPA

APIs provide a secure way for unrelated applications to communicate with each other. Infor Process Automation offers tools that allow you to utilize third-party APIs to integrate applications with Lawson. IPA processes can gather data out of third-party systems via API for import into Lawson, or they can generate data out of Lawson and format it for an API request. These integrations can be real-time or near real-time, depending on the capability of the API.

Generally speaking, APIs will be called using a Web Service Node or a Web Run Node. These nodes can be found in the Web/XML/JSON category in IP Designer.

Web Service Node

The Web Service Node is used for SOAP API calls. The authentication information can be stored in a configuration set under the Web Service tab. It is recommended that you create a new configuration set for each interface, and there can only be one Web Service configuration per set. The authentication options are Basic or WS Security. Both accept a username and password.

When setting up a Web Service node in IP Designer, select the configuration set that contains the authentication data. Populate the WSDL tab with a schema file or URL. That way, you can use the “Build” button to generate the SOAP call. You can also type the SOAP call directly into the Activity window.

Web Run Node

The Web Run node is best for APIs that use advanced security, or that don’t require XML input (i.e. the call can be made via query string). Web Run offers authentication types of OAuth 1.0a or Basic. The connection information can be set up in a configuration set, and you also have the option to override the connection in the properties of the node. As mentioned above, it is always recommended that you have at least one configuration set per interface, and bear in mind that there can be only one Web Run configuration per set.

In IP Designer, the Web Program property would be whatever comes after the Web Run URL that you configured in the configuration set, or in the override. You can also pass header strings and POST strings when needed. The third-party vendor should be able to provide you with templates for making calls. It is best to test these calls using a third-party tool such as Postman before attempting them in IPA.

 

Reading Responses

Most APIs will send back a response in either JSON or XML. There are a few methods for reading these responses so that the data can be used later in your flow.

 

JSON Parser

If the response is in JSON, use a JSON Parser node to parse the output. In IP Designer, if you go to the Output tab on the JSON parser and upload a sample document, the “Set Variable” button will show the available variables in the response.

Then, each element can be accessed from in the JSONParser_jsonvar. Each element is represented by name using the syntax [“name”]. If an element can have multiple instances, each instance should be referenced by an index (0-based). For instance, this assignment accesses the first result in the list, element “u_requested_for”, and element “value” of the u_requested_for block:

JSONParser1130_jsonVar[“result”][0][“u_requested_for”][“value”]

 

XML Node

If the response is in XML format, it can be accessed similarly to JSON, by calling each element by name. In the case of XML, it is important to include the Schema information to assist with calling each element. Once the Schema is populated (either by URL or by a xsd file), you can click the “Build” button to display each element and a sample of how it should be accessed. If you prefer working with JSON, another option for working with XML nodes is to use a JSON Converter to convert the XML to JSON. Then you can work with the output from the converter node.

 

 

Triggering

Interfaces that send data out of Lawson to a 3rd party can be run real-time. There are multiple ways to trigger a process based on some activity in Lawson (see here and here for some examples). It would be tricker to send data from a third-part TO Lawson in real-time. Typically, it’s best to do batch processing, where you reach out to the 3rd party system at some defined interval and gather whatever records are available. If real-time processing is an absolute necessity, you will need to get a little creative since Landmark and Lawson don’t have their own APIs. Some ideas would be to have the third-party app drop a trigger file to be picked up by a file channel, or to have the third-party app trigger a work unit using BPM. In all cases, there will have to be some custom programming involved.

 

Use Cases

User Deprovisioning

We had a request to query the Service Now API for users that needed to be deprovisioned. The flow then removed roles and disabled the user accounts, as well as removing any tasks they had in IPA. Then, it would update the original ticket with a status. This type of interface has many, many applications. If your help desk ticketing system has an API, you can automate tickets for interface failures, user provisioning and deprovisioning, and much more. It is important to note that most ticketing systems are highly configurable, so there should be a lot of planning up front to make sure the interfaces are efficient and leave little room for “accidents”.

The key nodes for these flows are a Web Run node that makes the GET API call with a query string; a JSON parser node that accepts the response from the API call; assignment nodes to access the data in the JSON parser; and another Web Run node that updates the ticket with a POST API call.

 

 

Automating AP Tasks

We have written many flows that reach out to various third-party vendors, such as Guidewire or Expense Wire, over API. These interfaces do everything from adding/updating vendors to creating check requests. Whenever possible, we will gather the data from the API call and put it into a flat file format that can be brought in by a conversion job (such as AP510 or AP520). This assists with error handling, and helps to mitigate points of failure. It’s also more efficient than adding data one-by-one. If a conversion program isn’t an option, it is also possible to use Lawson Transaction nodes to add data to Lawson. We also have interfaces that send data back to the originating application to keep the systems in sync.

The key nodes for these flows are a Web Service node that makes the SOAP API call with an XML request; an XML node that accepts the response from the API call; a file access node that creates a perl script to read the XML response and generate a flat file for a Lawson conversion job; and a system command node that calls the perl script.

 

 

HR Automation

APIs have quite a few applications when it comes to HR Automation. They can be used to get time records from an external system, or benefits data, or they can be used to export such data. This particular use case was for importing employees from an HR system into Lawson as vendors in AP10 so that they can be part of an expense reimbursement program.

The key nodes in this interface are a Web Run node to get the list of new employees; a JSON parser node to read the response from the Web Run; and various assign nodes to access the variables from the JSON parser.

 

 

Bank Transactions

Banks tend to be (rightfully) extra secure, so there is a good chance that the authentication process when you are dealing with a bank’s API may be a bit too complex for the Web Run or Web Service nodes. We ran into this scenario with an interface meant to send out payments to a bank for a program allowing vendors to make their own payments to the client through the bank. To get around the complex authentication methods, we wrote a custom program to handle the API calls. It accepts any payload file and sends it to the bank. We opted to keep the process in IPA rather than going fully custom, because IPA offers quick and simple hooks into Lawson, as well as an easy scheduling interface. Also, it’s often ideal to keep all interfaces in one application for maintenance.

The key nodes for this process are the XML builder, where we build the API request in the required XML format, which is then saved to a payload file. Then, there is a system command node that calls the custom executable with the path to that file, and that is what actually makes the call.

 

 

Check out our webinar, “API Integration with Infor Process Automation” to learn how to use IPA to effectively communicate with third party applications in real or near-real time.

GAP Group, the leading independent equipment hire company in the UK, is deploying the multi-tenant cloud ERP system Infor CloudSuite Equipment. This enterprise suite is specifically designed for equipment manufacturers, dealers and rental companies, delivered via the multi-tenant cloud on Amazon Web Services (AWS). The solution will help increase operational efficiency across the group, streamlining the sales order process while providing access to the latest software updates. Per the press release, GAP group is currently using Infor M3 on-premises to manage the service and rental of its entire product range and uphold compliance with vital health and safety regulations. Its upgrade to Infor CloudSuite Equipment will help deliver additional system security, scalability, functionality and reliability. Anwen Robinson, Infor GM and SVP for UK & Ireland, comments, “More businesses are recognizing the benefits of moving to the cloud for enhanced scalability and business agility. GAP Group’s investment in Infor CloudSuite Equipment is a great example of this, helping the business maintain its focus on customer service excellence and strategic growth without having to worry that its systems are holding it back.”

 

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Mobile Area Water and Sewer (MAWSS) has chosen to upgrade from Lawson S3 to Infor Financials & Supply Management. The Alabama based provider of water and sanitary sewer service has been an Infor customer since 1999, and has trusted Infor to help it digitally transform in the cloud with an updated, modern, strong ERP foundation. Per the press release, MAWSS will apply automated workflows and role-based security to tighten access to sensitive public data and harness the power and responsiveness of the Infor cloud to remain ahead of its competition. Comptroller at MAWSS comptroller Dedra Cassidey comments, “The Infor team has guided us through this transition, leaving nothing unchecked. The new reporting platform with customizable dashboards will allow our users to focus on specific KPIs, contributing to the success of our overall strategic plan.” Upgrading to the cloud will benefit MAWSS from a new modern user experience as new entrants to the workforce demand easy-to-use business applications. Further, it will allow the IT department at MAWSS to focus on value-added tasks rather than tracking when ERP updates are needed and performing the work manually.

 

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APIs provide a secure way for unrelated applications to communicate with each other. IPA allows you to utilize third-party APIs to integrate applications with Lawson. It is a way to export data such as employee records or purchase requests, as well as importing data such as time records or third-party billing & revenue.

Learn how to use IPA to effectively communicate with third party applications in real or near-real time.