Lawson to StrataJazz - Capital

We use StrataJazz as a capital budgeting and processflow software. We are working on a query to send activity (AC) and related (AP) information from Lawson to StrataJazz.

Has anyone worked with StrataJazz on this process? Could you provide an example of how you wrote the query? Especially how the dates would work on a daily basis.

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Comments

robert-canham

We are in the process of doing the same thing right now. We have sent initial files to them for validation.

When I set up our files, I set it up to use ACTRANS.RUN_DATE to trigger the record to send. That way I could pick the date to run. That was linked back to APDISTRIB to get the AP information.

One thing I wasn't able to pull for the AP data was any of the line item details that were matched. I found that the distribution line isn't linked to the match record and if any corrections were done to the distributions nothing would match up. So we just sent the Invoice and PO# for the transactions.

unknown

Hi Robert,

Would you mind discussing with me more ( prattja@wvuhs.com )?

Are you sending the files daily?

robert-canham

Sure, we can discuss this further either via email or here so others can see the results.

As for frequency, we are planning on sending the files daily.

0911060553270289.pdf

unknown

I would actually like to talk.

Did you use a status on the ACTRANS in conjunction with the RUN-DATE? I am trying to avoid users entering a journal entry (GL40), having the query update StrataJazz and then have the entry backed out. It looks like unreleased journal entries show up in the ACTRANS. AP seemed to update when the AP175 was run but not before, I think.

I basically want to be sure I have all of my timing thought out.

robert-canham

I don't have status included right now. I didn't realize that commitments were showing up there. I was using ACCOMMITX to detail the commitments but was confused when I couldn't find a journal entry that should have gone to commitment. I will have to check my data to see what is happening and if I need to use that.

We are adding a process that runs every day that posts all AP for capital (AP175) and then posts it to AC (AC190) so that they should all be posted by the time the file is produced.

unknown

We are completing a similar process here at YNHHS.
My contcat at Strata is Brian Parrott, who has been very helpful on providing the actual requirements.
I send him up to two months worth of data (last day of existing month, from first day of last), which seems sufficient for them on a daily basis.
May I add Lawson has had a number of issues with ACCOMMITX in the past, so make sure you are on the most up-to-date version of the AC Progs.
Anything to help.

VID040_OEET_Identifying and Avoiding Potential Memory Leaks.zip

robert-canham

We've worked with Brian as well (definitely knowledgeable). Peter, when you say you're sending two months of data, are you just sending data from ACTRANS? Or are you providing any AP and PO details to go with that?

unknown

Attached File(ish) Spec.

unknown

I believe we are also using Brian.

After a call this morning, I believe we are sending 30 days of transactions using ACTRANS.POST-DATE and once it hits the StrataJazz side they have a program that looks for duplicates. We are not filtering on ACTRANS-RUN-DATE.

We are sending data from ACTRANS and providing AP and PO details (APDISTRIB).

unknown

We are also filtering on company and system codes and account categories. We only use three, mainly two, account categories for capital. Did anyone use similar filters?

robert-canham

We have it set up for 2 files, one for AP, and one for GL based transactions. For the AP one I filtered by Activity Group and System and Run Date. We didn't use Post Date since we post all transactions for the month on the last day of the month. This way I get everything that was processed by AC190 the previous day.

For the GL files, we also filtered by Activity Group and System Code (CB, RJ, GL). I also filtered out any journals that would be reversed or were auto-reversing entries. It was felt that we didn't want to increase the balance in Strata just to remove it again later.

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