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Accounts Payable Workload Metric for Lawson?

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NBayless
New Member
Posts: 3
New Member
12/17/2018 2:15 PM
    Hello, I just joined the group today, so if this is in the wrong place I apologize.

    I'm a new Lawson user, and just got an AP Manager job a few months ago. I'm having problems getting any kind of report that can help measure AP workload, specifically how many invoices in a certain amount of time that each processor processes. This is probably even the most important AP metric there is. Right now I have no idea how to measure workload. I've been told by our Accounting Manager that this doesn't exist, and our IT department is having trouble locating a report as well. Does anyone know if there is a report out there that I can use to measure workload? I don't mind scrubbing the report however, just need something that I can enter in the date range and it tells me who processed the invoices.

    Thanks for any help!!

    Neal
    Tags: AP Accounts Payable
    John Henley
    Posts: 3353
    12/17/2018 2:17 PM
      moving to S3 Financials forum
      Tags: AP Accounts Payable
      Thanks for using the LawsonGuru.com forums!
      John
      NBayless
      New Member
      Posts: 3
      New Member
      12/17/2018 2:27 PM
        Thanks John.

        I would like to add that we use Perceptive/ImageNow to process invoices into Lawson, I don't think that would make a difference though. It just amazes me that this report might not exist, I'm think it does somewhere, it has to. It's just finding out where that is, haha.
        Tags: AP Accounts Payable
        John Henley
        Posts: 3353
        12/17/2018 2:35 PM
          Start with AP295, and see if that's what you're looking for.
          Tags: AP Accounts Payable
          Thanks for using the LawsonGuru.com forums!
          John
          O. Johnson
          Basic Member
          Posts: 8
          Basic Member
          12/17/2018 4:13 PM
            We are a Perceptive client as well, but are pulling our productivity stats from Perceptive vs Lawson due to having only one Lawson authorization code setup for the import from Perceptive into Lawson. We are just counting the number of documents finished by work queue, so numbers may not be 100% but give our AP Manager a good picture of productivity.

            If you have any additional questions like me know, do my best to answer them.

            Below is the SQL we use to get the number for the prior month:

            SELECT NAME.QUEUE_NAME,
            USR.USR_NAME,
            USR.USR_LAST_NAME,
            USR.USR_FIRST_NAME,
            datename(month,HIST.FINISH_TIME) AS WORK_MONTH,
            COUNT(HIST.ITEM_ID) AS INV_COUNT
            FROM [INOW].[inuser].[IN_WF_ITEM_QUEUE_HIST] HIST,
            [INOW].[inuser].[IN_WF_QUEUE] NAME,
            [INOW].[inuser].[IN_SC_USR] USR
            WHERE
            HIST.QUEUE_ID = NAME.QUEUE_ID
            AND HIST.FINISH_USR_ID = USR.USR_ID
            AND CAST(HIST.FINISH_TIME AS DATE) BETWEEN DATEADD(m,-1,DATEADD(mm, DATEDIFF(m,0,GETDATE()), 0)) AND DATEADD(month, DATEDIFF(month, 0, GETDATE()), -1)
            AND USR_LAST_NAME <> ''
            GROUP BY NAME.QUEUE_NAME, USR.USR_NAME, USR.USR_LAST_NAME, USR.USR_FIRST_NAME, datename(month,HIST.FINISH_TIME)
            ORDER BY USR.USR_LAST_NAME, NAME.QUEUE_NAME
            Tags: AP Accounts Payable