Design Studio

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Design Studio

• Common Examples for Financials

Don Peterson Solutions Group don.peterson_at_us.lawso
n.com
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Imagine

• What modifications would you like to make to
  Lawson forms to make your job easier

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What You Will See

• A Sampling of Design Studio Form Modifications
• plus
• Some Examples of Custom HTML/JavaScript Forms

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Standard Disclaimer

• These are just examples
• They are NOT delivered
• You can get these examples free of charge to
  modify to meet your specific needs. (You DO need
  Design Studio to modify the Design Studio
  examples.)
• There is NO support for these examples
• Lawson Service Consultants are available to
  assist you for a fee

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Design Studio UI Designer

• Modify existing Lawson forms using a toolkit
• Rearrange fields
• Remove (hide) fields
• Set form defaults
• Add / Remove functionality via JavaScript
• No need to Re-create the Wheel

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Types of Examples

• Defaulting field values
• Multiple versions of one form
• Field validation
• Automatically fill fields
• Fields from another form
• Adding to two forms with one add
• Changing the layout of a field
• Data validation
• Limiting data selection
• Automating functionality
• Adding functionality
• Different view of a form
• Microsoft Explorer type of view

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For the samples, you will see

• A brief description
• A simple flowchart of how it works
• Screen shots
• So you can show your development staff what you
  saw
• JavaScript added to the Design Studio form
• For some of the examples, just to see the amount
  it takes

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Streamlining Forms

• Removing unused fields from Lawson forms
• Activity AC10.1
• Basic Invoice AP20.1
• Company GL10.1
• Journal Entry GL40.1
• Journal Speed Entry GL40.3
• Recurring Journal GL70.1

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Form as Delivered
Streamlined Form
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Multiple Versions of a Form

• You have employees who need to see different
  things for their specific job functions where the
  data is on the same base Lawson form
• Lease Addition and Adjustments (LM21.1)

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Determine what each job function needs to see
Remove and rearrange fields to fit the needs
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Defaulting Field Values

• Default field values both with and without
  scripting
• Activity Journal Entry AC40.1

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Set Acct Unit And Currency Select Fields as
Display Only Fields
Upon Opening Form Set Acct Unit to 3020 And
Currency to USD
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Viewing an Image

• View an image file from a Lawson form based on
  data in that form
• Invoice Release AP26.1

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Add View Link To Detail Rows
When View Clicked Read Vendor and Invoice from Row
Build and Display URL To View Invoice Image
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Field / Data Validation

• Add logic to suggest that a non-required field be
  entered
• Basic Invoice AP20.1

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Before an Add Or Change
Check the Activity Code Field
If Empty Display Message Suggesting the Activity
Code Field be Entered. Continue with the Add.
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Field / Data Validation

• Add logic to require a non-required field if
  another field contains a specific value
• Vendor AP10.1

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Before an Add Or Change
If Vendor Class Equals SUP
Check eMail Field
If Empty, Display Message Requiring eMail
Field. Dont Add or Change
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Field / Data Validation

• If data being added is similar to an existing
  record, open a custom form to select an existing
  record or continue with the add
• Vendor AP10.1

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Enter New Vendor
Check for Similar Names
If Similar Names Exist Pop-Up a Window to
Allow the User to Select an Existing Vendor or
Continue on with the Add
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Field / Data Validation

• If a PO Vendor is part of a specific vendor
  class, open a screen for delivery agreement data
• Basic Invoice AP20.1

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Enter New Purchase Order
Check Payment Terms
Check Vendor for HAU Class
Add post dated Purchase Orders For Hauler Bonus
Amounts
If in HAU class Pop-Up a Window to Allow the User
to enter Delivery Agreement information
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Auto-Filling Fields

• Based on a selection, retrieve related values and
  automatically fill in fields with that data
• Purchase Order PO20.1

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Upon Selecting A Job (Activity)
Retrieve Account Information for that Activity
Fill in the Accounting Fields with the Account
Information
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Changing the Layout of a Field

• Separate one column on a form into two columns
• Transaction Analysis GL90.1

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Remove the Current Field
Add 2 Fields to Replace the Field that was
Removed
Add Script to Determine in which Field the Data
Should be Displayed
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Changing the Layout of a Field

• Display and use an existing field in a different
  format
• GL Journal Entry GL40.1

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Need to Enter Acct Unit By Level (3)
When 2nd Level on Row is Selected Populate the
3rd List With Level 3 Values
Add 3 Select Lists To Detail Row
To Save, Concatenate All 3 Parts into One Acct
Unit
Populate Each 1st List With Level 1 Values
When 1st Level on Row is Selected Populate the
2nd List With Level 2 Values
To Show, Break Acct Unit into 3 Parts And Fill in
Fields
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Limiting Data Selection

• You want a form with the data selection to be
  limited
• to make it easier for the user
• Transfers AM30.1

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Build Selection List for Only One Location
User Has a Listing of Assets Only at that
Location for Selection
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Functions on Another Form

• Upon the successful addition of a record to one
  form, use the same data to add a record to
  another form
• Vendor AP10.1 to PO Vendor PO10.1

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If the Add is Successful
Build AGS Call From Data on Form
Execute AGS Call to Add Record to Other Form
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Functions on Another Form

• Upon a successful add on one form,
• complete a function on another form
• Basic Invoice AP20.1 and Invoice Release
  AP26.1

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Invoice is Successfully Added
Build AGS Call From Data on Form
Execute AGS Call To Release Invoice
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Displaying / Updating Fields on Another Form

• Upon an inquire, next or previous, set a field on
  a form based on a value from another form and
  upon an add or change, update that field on the
  other form
• Taxed Invoice AP20.2 and Vendor AP10.1

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Add Field to Form
Inquire, Next Or Previous
Add or Change
Retrieve Current Value
Update Value
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Custom Forms
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Design Studio vs. Custom Forms

• Design Studio
• Modifying existing Lawson forms using a toolkit
• No need to recreate the wheel
• Custom Forms
• Creating new forms, or applications, using Lawson
  tables and forms as a basis. No toolkit is
  required.
• To learn how to create custom forms
• Recorded Training
• Create Custom Forms for Lawson Applications
• CRECUSTFM

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Why Custom Forms?

• Use Lawson Security
• Use the Business Rules already in the
  applications (the delivered Lawson forms)
• Create forms to fit your processes
• Flexibility

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Standard
Lawson
HTML/JavaScript
HTML/JavaScript
SQL
DME AGS
Lawson Security Applications
Database
Database
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Combining and Expanding Forms

• Creating a form to automate a multiple step task
• Budget Rollover

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Budget Rollover
Display Amounts Remaining from Previous Budget
Accounts
Select Account and Amount to Rollover
New Budget Header Added (if needed) Entries Made
to Budget Journal Entry (FB40.1) Comments Added
(if any)
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Automating Functionality

• Update and Run Multiple Jobs with One Click of a
  Button
• Balance Sheet Reconciliation

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Balance Sheet Reconciliation
Enter Date for Reports
Click Button
Run Jobs
Jobs that Get Updated and Run are RW100, AP136,
AR256, AM270, AC480
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Different View of a Form

• You want to budget for one period while looking
  at a range of accounts for an accounting unit
  and having Last Years Budget, Last Years
  Actual, and Current Year Actual figures for
  comparison
• Budgeting by Accounting Unit (FB20.4)

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Budgeting by Accounting Unit
Create the look of the form
Retrieve Data
Update Data
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Image Background

• Creating a form using an image as a background
• Earned Income Credit Advance Payment Certificate
• IRS Form W-5

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Pop-Up Forms

• Creating pop-up forms which expand the
  functionality of the base form
• Accounting Unit Pick List

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Windows Explorer Type of View

• Displaying data in a Windows Explorer type of
  view
• General Ledger Scorecard Viewer

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Windows Explorer Type of View

• Displaying data in a Windows Explorer type of
  view
• Hierarchy Viewer

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The Hierarchy Viewer has been made into
a Services Deliverable Product Therefore There
IS a charge for this
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Hierarchy Viewer Views Available

• Accounts Payable
• Vendor Group, Diversity Code Vendor
• Vendor Group, Income Code Vendor
• Vendor Group, Pay immediately Vendor
• Vendor Group, Vendor Class Vendor
• Vendor Group Vendor
• Activity Management
• Activity Group, Activity Account Category
• Views defined on the Matrix List screen (MX10.1)
• General Ledger
• Accounting Unit Levels - Accounts
• Views defined on the Matrix List screen (MX10.1)

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Hierarchy Viewer Views Available

• Human Resources
• Employee Group Employee
• HIPAA Class, Employee Status Employee
• Location Employee
• Pay Class, Pay Summary Group Pay Code
• Position Class, Position Employee
• Position Employee
• Process Level, Department Employee
• Union, Bargaining Unit Employee
• User Level - Employee

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Questions?
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Thank You!