Financial Reporting with XA
Ross Freeman <Ross.Freeman-wzDqe+/[email protected]>
| Newsgroups | gmane.comp.systems.as400.mapics |
|---|---|
| Message-ID | <[email protected]> |
The two Infor supported products that are already integrated to XA are F9 and PM 10. F9 is very similar to the Global Soft offerings, but it is even faster to implement because of the pre-built integration to XA. PM 10 is high end financial management, so it does far more than just financial reporting. It is also integrated to XA. The FLEX Upgrade includes both applications, your choice. Both applications are also integrated to most other Infor products, neither one is System i based. Cognos is the third option, and it is also fully integrated to XA and all the data is mapped. In the next release of XA, we will be delivering some native BI capabilities based on the ION and Workspace technologies. Ross Freeman | Product Manager - ERP XA and ERP KBM | Infor -----Original Message----- From: mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected] [mailto:mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected]] On Behalf Of mapics-l-request-Zwy7GipZuJhWk0Htik3J/[email protected] Sent: Tuesday, August 16, 2011 1:00 PM To: mapics-l-Zwy7GipZuJhWk0Htik3J/[email protected] Subject: MAPICS-L Digest, Vol 9, Issue 102 Send MAPICS-L mailing list submissions to mapics-l-Zwy7GipZuJhWk0Htik3J/[email protected] To subscribe or unsubscribe via the World Wide Web, visit http://lists.midrange.com/mailman/listinfo/mapics-l or, via email, send a message with subject or body 'help' to mapics-l-request-Zwy7GipZuJhWk0Htik3J/[email protected] You can reach the person managing the list at mapics-l-owner-Zwy7GipZuJhWk0Htik3J/[email protected] When replying, please edit your Subject line so it is more specific than "Re: Contents of MAPICS-L digest..." Today's Topics: 1. Financial Report Writers (LeLeux, James) 2. Re: Financial Report Writers (Richard Stover - Guide) 3. Re: Financial Report Writers (Jason Blanchette) 4. Re: Financial Report Writers (Roy Luce) 5. Re: Financial Report Writers (Andy Jacobs) 6. Re: Financial Report Writers ([email protected]) ---------------------------------------------------------------------- message: 1 date: Mon, 15 Aug 2011 21:58:46 -0400 from: "LeLeux, James" <[email protected]> subject: [MAPICS-L] Financial Report Writers Hello everyone, I know this topic has come up before as I was searching thru the ML archives, but it seemed a bit dated. Looking for some tips on acquiring a financial report writer to be used by the finance team - not IT. Looking at traditional accounting reports, but also looking to report across the system, tapping into standard costing, item master, inventory, etc as accountants often do. Most likely looking for a graphical tool that is not AS400 specific so that it is portable (think Syteline in x years...) I came up with this list, and am about to jump in feet first, but I would appreciate any tips on these or others. 1. Infor (looking to XA 9.X) 2. Advanced Logic Solutions, Inc. 3. Enterprise 21 4. Global Software's Spreadsheet Server and EDash 5. Jacana 6. FRx 7. Cognos I am very open to anyone contacting me directly, as I know email can be tough to write experiences/opinions when you're busy. I do not have problems with vendors contacting me directly either. We are willing to do the setup if there is a good product (FRx, Cognos) that works, but lacks the mappings. Thanks in advance for any input! James LeLeux IT Director: Cherry, Shur-Lok, & SPS Santa Ana 2701 South Harbor Blvd Santa Ana, CA 92704 M?? 714-929-8063 SKYPE james.leleux [email protected] ------------------------------ message: 2 date: Mon, 15 Aug 2011 22:16:13 -0400 from: "Richard Stover - Guide" <[email protected]> subject: Re: [MAPICS-L] Financial Report Writers Suggest you look at INFOR's PM10. In its basic form replaces FRx (since that is a dead product), but will also receive input from disparate systems (INFOR and non-Infor) including Excel uploads and manual entry. Additionally will perform consolidations and eliminations, and currency conversions. Reporting examples beyond the standard P&L and Balance Sheet are departmental statements, product lines profitability and so on. PM10 also provides the capability to drill back to the originating transactions. It also has the capability to handle other reporting outside of the pure finance world depending on what data you have available. If you want to go fairly simple and are good with Excel and pivot tables then INFOR's F9 product will do. Similar to Spreadsheet Server. If you are looking for a "one product does all" and have some extra $$ laying around then look at Cognos. Best Regards Richard (Dick) Stover Consulting Manager GUIDE TECHNOLOGIES LLC INFOR GOLD LEVEL CHANNEL PARTNER www.guidetechnologies.com [email protected] 215-499-8530 SAVE THE DATE - System i User Conference 2011 - Gaylord Opryland; Nashville, TN; October 2-5 -----Original Message----- From: mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected] [mailto:mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected]] On Behalf Of LeLeux, James Sent: Monday, August 15, 2011 9:59 PM To: MAPICS ERP System Discussion Subject: [MAPICS-L] Financial Report Writers Hello everyone, I know this topic has come up before as I was searching thru the ML archives, but it seemed a bit dated. Looking for some tips on acquiring a financial report writer to be used by the finance team - not IT. Looking at traditional accounting reports, but also looking to report across the system, tapping into standard costing, item master, inventory, etc as accountants often do. Most likely looking for a graphical tool that is not AS400 specific so that it is portable (think Syteline in x years...) I came up with this list, and am about to jump in feet first, but I would appreciate any tips on these or others. 1. Infor (looking to XA 9.X) 2. Advanced Logic Solutions, Inc. 3. Enterprise 21 4. Global Software's Spreadsheet Server and EDash 5. Jacana 6. FRx 7. Cognos I am very open to anyone contacting me directly, as I know email can be tough to write experiences/opinions when you're busy. I do not have problems with vendors contacting me directly either. We are willing to do the setup if there is a good product (FRx, Cognos) that works, but lacks the mappings. Thanks in advance for any input! James LeLeux IT Director: Cherry, Shur-Lok, & SPS Santa Ana 2701 South Harbor Blvd Santa Ana, CA 92704 M?? 714-929-8063 SKYPE james.leleux [email protected] _______________________________________________ This is the MAPICS ERP System Discussion (MAPICS-L) mailing list To post a message email: MAPICS-L-Zwy7GipZuJhWk0Htik3J/[email protected] To subscribe, unsubscribe, or change list options, visit: http://lists.midrange.com/mailman/listinfo/mapics-l or email: MAPICS-L-request-Zwy7GipZuJhWk0Htik3J/[email protected] Before posting, please take a moment to review the archives at http://archive.midrange.com/mapics-l. ------------------------------ message: 3 date: Mon, 15 Aug 2011 21:29:00 -0500 from: Jason Blanchette <jblanchette-fUqqJf+ygNcsA/[email protected]> subject: Re: [MAPICS-L] Financial Report Writers We use SQL Server reporting services and analysis services for all our reporting. The SQL Server BI suite. We've found because we have more than XA in our environment we are able to pull data from the multiple systems together very well. We can build an environment where the users can build their own reports once we set up the environment. Jason Blanchette Manager, Application Development Palliser Furniture Ltd. www.palliser.com On 2011-08-15, at 9:17 PM, "Richard Stover - Guide" <[email protected]> wrote: > Suggest you look at INFOR's PM10. In its basic form replaces FRx > (since that is a dead product), but will also receive input from > disparate systems (INFOR and non-Infor) including Excel uploads and manual entry. > Additionally will perform consolidations and eliminations, and > currency conversions. Reporting examples beyond the standard P&L and > Balance Sheet are departmental statements, product lines profitability > and so on. PM10 also provides the capability to drill back to the originating transactions. > It also has the capability to handle other reporting outside of the > pure finance world depending on what data you have available. If you > want to go fairly simple and are good with Excel and pivot tables then > INFOR's F9 product will do. Similar to Spreadsheet Server. If you are > looking for a "one product does all" and have some extra $$ laying > around then look at Cognos. > > > Best Regards > > Richard (Dick) Stover > Consulting Manager > GUIDE TECHNOLOGIES LLC > INFOR GOLD LEVEL CHANNEL PARTNER > www.guidetechnologies.com > [email protected] > 215-499-8530 > > SAVE THE DATE - System i User Conference 2011 - Gaylord Opryland; > Nashville, TN; October 2-5 > > > > -----Original Message----- > From: mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected] > [mailto:mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected]] > On Behalf Of LeLeux, James > Sent: Monday, August 15, 2011 9:59 PM > To: MAPICS ERP System Discussion > Subject: [MAPICS-L] Financial Report Writers > > Hello everyone, > > I know this topic has come up before as I was searching thru the ML > archives, but it seemed a bit dated. > > Looking for some tips on acquiring a financial report writer to be > used by the finance team - not IT. > > Looking at traditional accounting reports, but also looking to report > across the system, tapping into standard costing, item master, > inventory, etc as accountants often do. > > Most likely looking for a graphical tool that is not AS400 specific so > that it is portable (think Syteline in x years...) > > > I came up with this list, and am about to jump in feet first, but I > would appreciate any tips on these or others. > 1. Infor (looking to XA 9.X) > 2. Advanced Logic Solutions, Inc. > 3. Enterprise 21 > 4. Global Software's Spreadsheet Server and EDash > 5. Jacana > 6. FRx > 7. Cognos > > > I am very open to anyone contacting me directly, as I know email can > be tough to write experiences/opinions when you're busy. > > I do not have problems with vendors contacting me directly either. > We are willing to do the setup if there is a good product (FRx, > Cognos) that works, but lacks the mappings. > > Thanks in advance for any input! > > > James LeLeux > IT Director: Cherry, Shur-Lok, & SPS Santa Ana > 2701 South Harbor Blvd > Santa Ana, CA 92704 > M 714-929-8063 > SKYPE james.leleux > [email protected] > > > _______________________________________________ > This is the MAPICS ERP System Discussion (MAPICS-L) mailing list To > post a message email: MAPICS-L-Zwy7GipZuJhWk0Htik3J/[email protected] To subscribe, unsubscribe, > or change list options, > visit: http://lists.midrange.com/mailman/listinfo/mapics-l > or email: MAPICS-L-request-Zwy7GipZuJhWk0Htik3J/[email protected] Before posting, please take a > moment to review the archives at http://archive.midrange.com/mapics-l. > > _______________________________________________ > This is the MAPICS ERP System Discussion (MAPICS-L) mailing list To > post a message email: MAPICS-L-Zwy7GipZuJhWk0Htik3J/[email protected] To subscribe, unsubscribe, > or change list options, > visit: http://lists.midrange.com/mailman/listinfo/mapics-l > or email: MAPICS-L-request-Zwy7GipZuJhWk0Htik3J/[email protected] Before posting, please take a > moment to review the archives at http://archive.midrange.com/mapics-l. > ------------------------------ message: 4 date: Tue, 16 Aug 2011 00:31:28 -0500 from: "Roy Luce" <[email protected]> subject: Re: [MAPICS-L] Financial Report Writers One other multi-environment tool to consider is mrc's (www.mrc-productivity.com) m-Power. As a user I've used m-Power to develop the simplest to the most complex report. It supports graphical as well as providing more than rudimentary business intelligence support. MAPICS may be one of those ERP systems mrc has already mapped to m-Power. Roy Luce -----Original Message----- From: mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected] [mailto:mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected]] On Behalf Of LeLeux, James Sent: Monday, August 15, 2011 8:59 PM To: MAPICS ERP System Discussion Subject: [MAPICS-L] Financial Report Writers Hello everyone, I know this topic has come up before as I was searching thru the ML archives, but it seemed a bit dated. Looking for some tips on acquiring a financial report writer to be used by the finance team - not IT. Looking at traditional accounting reports, but also looking to report across the system, tapping into standard costing, item master, inventory, etc as accountants often do. Most likely looking for a graphical tool that is not AS400 specific so that it is portable (think Syteline in x years...) I came up with this list, and am about to jump in feet first, but I would appreciate any tips on these or others. 1. Infor (looking to XA 9.X) 2. Advanced Logic Solutions, Inc. 3. Enterprise 21 4. Global Software's Spreadsheet Server and EDash 5. Jacana 6. FRx 7. Cognos I am very open to anyone contacting me directly, as I know email can be tough to write experiences/opinions when you're busy. I do not have problems with vendors contacting me directly either. We are willing to do the setup if there is a good product (FRx, Cognos) that works, but lacks the mappings. Thanks in advance for any input! James LeLeux IT Director: Cherry, Shur-Lok, & SPS Santa Ana 2701 South Harbor Blvd Santa Ana, CA 92704 M?? 714-929-8063 SKYPE james.leleux [email protected] _______________________________________________ This is the MAPICS ERP System Discussion (MAPICS-L) mailing list To post a message email: MAPICS-L-Zwy7GipZuJhWk0Htik3J/[email protected] To subscribe, unsubscribe, or change list options, visit: http://lists.midrange.com/mailman/listinfo/mapics-l or email: MAPICS-L-request-Zwy7GipZuJhWk0Htik3J/[email protected] Before posting, please take a moment to review the archives at http://archive.midrange.com/mapics-l. ------------------------------ message: 5 date: Tue, 16 Aug 2011 08:21:00 -0400 from: "Andy Jacobs" <[email protected]> subject: Re: [MAPICS-L] Financial Report Writers Roy Spreadsheet Server for your accounting team and E-Dash for all your other needs are two products from Global software that will meet your needs. Spreadsheet Server can be installed and up and running in a day to your XA system saving you thousands. We will contact you offline to discuss this further with you and setup a webinar Andy Jacobs President Integrated Barcoding Systems -----Original Message----- From: mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected] on behalf of Roy Luce Sent: Tue 8/16/2011 1:31 AM To: 'MAPICS ERP System Discussion' Subject: Re: [MAPICS-L] Financial Report Writers One other multi-environment tool to consider is mrc's (www.mrc-productivity.com) m-Power. As a user I've used m-Power to develop the simplest to the most complex report. It supports graphical as well as providing more than rudimentary business intelligence support. MAPICS may be one of those ERP systems mrc has already mapped to m-Power. Roy Luce -----Original Message----- From: mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected] [mailto:mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected]] On Behalf Of LeLeux, James Sent: Monday, August 15, 2011 8:59 PM To: MAPICS ERP System Discussion Subject: [MAPICS-L] Financial Report Writers Hello everyone, I know this topic has come up before as I was searching thru the ML archives, but it seemed a bit dated. Looking for some tips on acquiring a financial report writer to be used by the finance team - not IT. Looking at traditional accounting reports, but also looking to report across the system, tapping into standard costing, item master, inventory, etc as accountants often do. Most likely looking for a graphical tool that is not AS400 specific so that it is portable (think Syteline in x years...) I came up with this list, and am about to jump in feet first, but I would appreciate any tips on these or others. 1. Infor (looking to XA 9.X) 2. Advanced Logic Solutions, Inc. 3. Enterprise 21 4. Global Software's Spreadsheet Server and EDash 5. Jacana 6. FRx 7. Cognos I am very open to anyone contacting me directly, as I know email can be tough to write experiences/opinions when you're busy. I do not have problems with vendors contacting me directly either. We are willing to do the setup if there is a good product (FRx, Cognos) that works, but lacks the mappings. Thanks in advance for any input! James LeLeux IT Director: Cherry, Shur-Lok, & SPS Santa Ana 2701 South Harbor Blvd Santa Ana, CA 92704 M?? 714-929-8063 SKYPE james.leleux [email protected] _______________________________________________ This is the MAPICS ERP System Discussion (MAPICS-L) mailing list To post a message email: MAPICS-L-Zwy7GipZuJhWk0Htik3J/[email protected] To subscribe, unsubscribe, or change list options, visit: http://lists.midrange.com/mailman/listinfo/mapics-l or email: MAPICS-L-request-Zwy7GipZuJhWk0Htik3J/[email protected] Before posting, please take a moment to review the archives at http://archive.midrange.com/mapics-l. _______________________________________________ This is the MAPICS ERP System Discussion (MAPICS-L) mailing list To post a message email: MAPICS-L-Zwy7GipZuJhWk0Htik3J/[email protected] To subscribe, unsubscribe, or change list options, visit: http://lists.midrange.com/mailman/listinfo/mapics-l or email: MAPICS-L-request-Zwy7GipZuJhWk0Htik3J/[email protected] Before posting, please take a moment to review the archives at http://archive.midrange.com/mapics-l. ------------------------------ message: 6 date: Tue, 16 Aug 2011 08:22:30 -0700 from: [email protected] subject: Re: [MAPICS-L] Financial Report Writers Symtrax StarQuery You have to know what tables and fields to pull from but it dumps the query results right into an Excel spreadsheet which Excel users like. > Hello everyone, > > I know this topic has come up before as I was searching thru the ML > archives, but it seemed a bit dated. > > Looking for some tips on acquiring a financial report writer to be > used by the finance team - not IT. > > Looking at traditional accounting reports, but also looking to report > across the system, tapping into standard costing, item master, > inventory, etc as accountants often do. > > Most likely looking for a graphical tool that is not AS400 specific so > that it is portable (think Syteline in x years...) > > > I came up with this list, and am about to jump in feet first, but I > would appreciate any tips on these or others. > 1. Infor (looking to XA 9.X) > 2. Advanced Logic Solutions, Inc. > 3. Enterprise 21 > 4. Global Software's Spreadsheet Server and EDash > 5. Jacana > 6. FRx > 7. Cognos > > > I am very open to anyone contacting me directly, as I know email can > be tough to write experiences/opinions when you're busy. > > I do not have problems with vendors contacting me directly either. > We are willing to do the setup if there is a good product (FRx, > Cognos) that works, but lacks the mappings. > > Thanks in advance for any input! > > > James LeLeux > IT Director: Cherry, Shur-Lok, & SPS Santa Ana > 2701 South Harbor Blvd > Santa Ana, CA 92704 > M?? 714-929-8063 > SKYPE james.leleux > [email protected] > > > _______________________________________________ > This is the MAPICS ERP System Discussion (MAPICS-L) mailing list To > post a message email: MAPICS-L-Zwy7GipZuJhWk0Htik3J/[email protected] To subscribe, unsubscribe, > or change list options, > visit: http://lists.midrange.com/mailman/listinfo/mapics-l > or email: MAPICS-L-request-Zwy7GipZuJhWk0Htik3J/[email protected] Before posting, please take a > moment to review the archives at http://archive.midrange.com/mapics-l. > > > ------------------------------ _______________________________________________ This is the MAPICS ERP System Discussion (MAPICS-L) digest list To post a message email: MAPICS-L-Zwy7GipZuJhWk0Htik3J/[email protected] To subscribe, unsubscribe, or change list options, visit: http://lists.midrange.com/mailman/listinfo/mapics-l or email: MAPICS-L-request-Zwy7GipZuJhWk0Htik3J/[email protected] Before posting, please take a moment to review the archives at http://archive.midrange.com/mapics-l. End of MAPICS-L Digest, Vol 9, Issue 102 **************************************** _______________________________________________ This is the MAPICS ERP System Discussion (MAPICS-L) mailing list To post a message email: MAPICS-L-Zwy7GipZuJhWk0Htik3J/[email protected] To subscribe, unsubscribe, or change list options, visit: http://lists.midrange.com/mailman/listinfo/mapics-l or email: MAPICS-L-request-Zwy7GipZuJhWk0Htik3J/[email protected] Before posting, please take a moment to review the archives at http://archive.midrange.com/mapics-l.