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Lawson Add-ins for Microsoft ® Office

Lawson Add-ins for Microsoft ® Office. Tips & Tricks. Don Peterson Solutions Group don.peterson@us.lawson.com. What are the Add-ins?. Applications that integrate Lawson with the Microsoft ® Office Suite Lawson Query Wizard with Drill Around ® Lawson Upload Wizard

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Lawson Add-ins for Microsoft ® Office

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  1. Lawson Add-ins for Microsoft® Office Tips & Tricks Don Peterson Solutions Group don.peterson@us.lawson.com

  2. What are the Add-ins? Applications that integrate Lawson with the Microsoft® Office Suite • Lawson Query Wizard with Drill Around® • Lawson Upload Wizard • Mail Merge using the Lawson Query Wizard

  3. Lawson Query Wizard with Drill Around® • Extract data from Lawson into Microsoft® Excel • Format the data, set selection criteria, sort the results, perform calculations, and specify a worksheet for output • Ad-hoc analysis • Simple operational reports • Query records for input into other systems For a Lawson product that enables you to create more complex reports, check out our Reporting Services, which is part of Lawson Business Intelligence

  4. Lawson Upload Wizard • Transfer data into Lawson without having to enter data manually or write a batch update program • Upload transactions from non-Lawson systems • Mass change records where programs don’t exist • Web User and Attribute maintenance • Use together with the Lawson Query Wizard

  5. Mail Merge using Lawson Query Wizard • Extract data from Lawson into a standard Microsoft® Word Mail Merge • Create internal memos to employees • Create external letters to customers and vendors • Create address labels or printed envelopes for employees, customers and vendors For a Lawson product that sends out notifications automatically upon the existence of certain criteria, check out Smart Notification, which is part of Lawson Business Intelligence

  6. “Call” String • Displays the URL the Add-in is sending • Accessible from a button on the Wizard • To view the full URL, you must click Finish or Upload first • Uses: • Helps to determine the source of an error • The URL can be used outside of the Add-ins

  7. “Call” String • Query Wizard String • http://localhost/cgi-lawson/dme.exe?PROD=LIVE&FILE=EMPLOYEE&INDEX=EMPSET1&KEY=1&FIELD=COMPANY;EMPLOYEE;FULL%2DNAME;ADDR1;CITY;STATE;ZIP;PAEMPLOYEE%2EBIRTHDATE&SELECT=STATE%3DIL%7CSTATE%3DMN&MAX=600&OUT=CSV&DELIM=%09 • Upload Wizard String • http://localhost/servlet/ags?_PDL=LIVE&_TKN=SL00.1&_EVT=CHG&_RTN=DATA&_TDS=IGNORE&FC=Change&_ADDINS=TRUE&_f1=C&_f3=BRC&_f14:0=A&_f15:0=006&_f16:0=Human%20Resources&_f18:0=A&_DELIM=%09&_OUT=TEXT&_EOT=TRUE

  8. User Preferences • Sets retrieval time-out on queries and uploads. • Accessible from a button on the wizard • Determines how long the Add-in will wait for a response from the server. • Disconnects the Add-in from the server after the time-out is reached • DOES NOT stop the query from running on the server • Be careful not to set this too low

  9. Retrieval Time-out

  10. Finding Table and Field Names • Lawson Portal • Bring up a form in the Portal • Position your cursor in the field • Press Ctrl-Shift-O on your keyboard • You see the information in the lower left corner of your screen • Example: Company on Invoice screen AP20.1

  11. Field Information • Field Name • Table prefix = API • Field in table = COMPANY • Field Number • Id = _f6 • Field Size • Size = 4 • Field Key Identifier • KNb = 01 • Field Type • Type = text • Field Data Edit • Edit = numeric

  12. Table Prefix Translation • Enter the table prefix, API, into the Table Prefix Translation field on the Query Wizard • API = APInvoice which is found in the AP, Accounts Payable system code

  13. Finding Table and Field Names LID Display field numbers by selecting from the form menu Options – Show Field Numbers Then point at the field To find the Table and Field Names: • First Choice • If you have access to FormDef, get that for the form • Second Choice • Get a copy of the .scr file for the form • Last Resort • dburf and dbdoc

  14. LID AP20.1

  15. Form Definition (FormDef) • Web accessible definition of the form layout • http://SERVER/cgi-lawson/formdef.exe?&_PDL=PRODUCTLINE&_TKN=FORM&_OUT=TEXT&_DELIM=~

  16. Technical Text and Data File Text • Start with the program to find the tables • Use the command line program dburf • Take the table name to find fields • Use the command line program dbdoc Knowledge Base • Select Product, Release and enter keywords for the search • Select File Layouts

  17. Query Wizard Criteria Tab • Indexes • Conditions • Selection Criteria • Sample Data • Parentheses • Edit Existing Criteria

  18. Criteria Tab

  19. Criteria Parentheses

  20. Query Wizard Drill Around® • Find a Lawson form which has the Drill Around® that you want to do • Include the required key fields from that form, along with the field on which you want to drill, in your query • Required key fields are usually the fields at the top of the form • From the Portal, you can do Ctrl-Alt-A to get to the List Collection which is a good guess as to which the required key fields are.

  21. Upload Wizard Fields • Required Fields • Open the blank form and click Add • You will be positioned on the first required field, note the field • Enter the field value and click Add • You will be positioned on the next required field, note the field • Repeat until the Add goes through • Optional Fields • Add other fields you want to upload to your worksheet • Defaulted Fields • Be sure to include any defaulted fields in your worksheet if you do not want the default value. • ALWAYS try your uploads on test data with just a couple of rows first • If the upload fails and you do not know why, enter the same data from the worksheet row into the form itself and see what happens

  22. Upload Wizard • Most forms may be uploaded to directly • Some require a two-step upload, header form first, then detail • Define Journal (GL40.2) - Header • Journal Entry (GL40.1) – Detail • Some require detective work, educated guesses, dumb luck to figure out • Forms that require an inquire first – Individual Action (PA52.1) • HK required – form key values • “Sub” forms which only have an OK and Cancel button – Asset Management (AP22.2) accessed from a button on Basic Invoice (AP20.1) • Fields from sub form hidden on main form • Key Values passed from main form – Options Amount (BN18.1) to Option Rates (BN19.1) • Fields from main form hidden on sub form • Some require a custom programmed worksheet and not the Upload Wizard • One-time Vendor with Basic Invoice (AP20.1)

  23. Login Changes with Add-ins 2.0.x • 2.0.x connects via winhttp.dll on the PC • XP SP2 and Windows 2003 Server SP1 have tightened security with winhttp.dll • Firewall automatically enabled on each PC • Login errors 602 and 12029 can be caused by the tightened security • See Lawson Knowledge Base article 555327 to troubleshoot for these errors • The Add-ins work with either pre or post Lawson 9. • The login determines the Lawson version and adjusts the Add-ins

  24. Additional Resources • Lawson Add-ins for Microsoft® Office User Guide • Web-Based Training (WBTs) available on support.lawson.com • Lawson Knowledge Base

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