Creating a “Bursted” Income Statement

To create an income statement for some accounting units, create an Accounting Unit list on MX10 that includes the companies and accounting units that you want to include in the report. Specify that list when running the GL293 and presto – an Income Statement with just those company-accounting unit combinations desired.

This can also be done by creating company groups if the “bursting” should be done by different companies.

A Level group can also be used which is great if one of your Accounting Unit levels signifies a reporting level.  As with the MX10 list, using RW70 level groups can also create a “bursting” effect to the GL293 Income Statement report.

Of course, creating different RW100 reports can also create the same effect and can be run together as a whole on RW100 by specifying a Report Group for example.  Use the same Format for all of the reports, and create different Row definitions that allow you to “burst” the income statement into different accounting groups.

Acquiring a new Hospital? Here are some things you should consider…

If you are acquiring a new hospital in the near future, below are 5 things to consider:

  1. Will adding the new hospital cause a difference in your GL structure?
    • Are there different management hierarchies that need to be addressed in the new departments/cost centers?
    • If you are using automated flows for approvals will the current structure work for the new location as well?
  2. Localized vs. Centralized purchasing and AP
    • It is often thought that just centralizing purchasing and AP is the norm when acquiring a new hospital. This is often more difficult to achieve then it seems on paper.
    • There are item number differences – how will those be handled? Is there some normalized data in the item master that will allow for consolidating the item master? Does the new hospital provide specialty services that requires adding many more items into the item master? Who will maintain the new items?
    • There are long term contracts in place at both locations – often different prices and terms – Will these stay separate or renegotiated?
      • Different locations often have different sales reps for the same suppliers. How will these relationships be affected? And what affect will it have on the local service if the local rep is no longer involved?
  3. What kind of reports are used at the new location that are not used currently in-house? Are the reports necessary? If these are not canned reports- how will the reports be created and maintained?
  4. What amount of history is necessary to bring over to the new system for each module that is being transferred to your ERP? How will older data be accessed when needed?  Will the old data be available for research?

Adding a report to an existing list in LBI

  • First, check the criteria of the report list
  • Go to the Tools tab and select “Reporting Services My Reports”
  • Click on your list name
  • Make note of the filter
  • Some filters use attributes to create lists. If your filter uses an attribute, you would want to add that attribute to your report.
  • The list in this example “hard-codes” report id values, so you need to edit the list rather than the report
  • Get the ID of your report
  • Go back to My Reports and find your report
  • If you don’t see your report listed, try clicking the “All” button at the top to display reports for all users
  • Navigate to your report in the list and click “Details”
  • Make note of the ID
  • Go back to your list and click “Edit List” at the top of the screen
  • Click Filters
  • Add the text “Or (Report Id = ‘<your id>’)
  • Click ‘Append’

Here is an example of how to update attributes for a list that works on attributes:

  • Follow the steps above to find your list name and get the criteria for your list
  • Go to the report that you want to show up in that list
  • Click Details
  • Click Attributes
  • Click Add
  • Select the attribute(s) that are used in the list filter
  • Select the filter value

Copy User Jobs/Reports to Another User

This scenario may be familiar for you if you’ve been living in the Lawson world.

Let’s say Sarah got promoted or transferred to a new position. The first thing we do is assign Sarah her new security access, but all the Lawson jobs/reports that she used to run no longer pertain to her new position. Rather, Sarah needs a new set of jobs to run and instead of creating them one by one from another user in her new department, we can simply copy them over from another user.


By the name of the command, you may think we are deleting users, but nope, there is a hidden gem inside.

First, lets login to LID and then type the delusers command and press enter

Copy User Jobs Reports to Another User_1

You’ll now see a list of your users >> Press F8

Copy User Jobs Reports to Another User_2

You’ll now be able to Copy reports and jobs:

Copy User Jobs Reports to Another User_3

Make sure you select “Yes” for Reports and/or Jobs.

Any existing jobs/reports that have the same name from the user you’re copying from will be prompted to rename the jobs/report before continuing.

Enjoy your new jobs/reports!