Title: Lawson Add-ins for Microsoft
1Lawson Add-ins for Microsoft Office
Don Peterson Solutions Group don.peterson_at_us.lawso
n.com
2First of All
- Special thanks to
- Ann Roth
- Formerly with Lawson Learning
- Who created the original presentation and passed
it on to me - to use as a basis for this presentation
3Would You Like To
- Easily upload information into Lawson?
- Without using FTP or Lawson ENV utilities
- Quickly create a custom report or chart?
- Based on a Lawson database table, or form
- Simply create a Mail Merge document?
- Based on a Lawson database table, or form
4The Lawson Add-ins Allow you to
- Perform all of these tasks with PC-based software
your staff already uses - Make use of Lawson Security to limit the data
users may access
5What 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
6Lawson 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
7Lawson 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 dont exist
- Web User and Attribute maintenance
- Use together with the Lawson Query Wizard
8Mail 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
9Options for Uploading Data
- Manual entry on Lawson application form
- Not efficient
- Lawson conversions
- More complex process
- Need to use FTP or Lawson ENV utilities
- Standard conversions dont exist for all tables
- Custom Conversions
- Costly
- Technical knowledge required
- Importing with Lawson ENV utility
- Not as user-friendly
- No built-in field validation and messaging
Or
10Lawson Add-ins Upload Wizard
- User friendly
- Batch driven, but less efficient than other
options - Does not require FTP or Lawson ENV utilities
- You can map to most Lawson forms easily
- Data validation
- Return message of the results of the uploading -
line-by-line
11Upload Wizard
- Layout the Microsoft Excel worksheet
- You MUST include all of the required fields
- Include any other fields you want to populate
- Be aware of any defaulted fields on the form and
include those also if you want values other than
the default values - Upload data from Microsoft Excel into Lawson
- You may Add, Change or Delete records with the
Upload Wizard - You are able to upload selected rows and columns
of data
12Basic Steps for the Upload Wizard
- Determine the Lawson form you would use if you
were to enter the data manually - Determine the required fields on the form
- Plus any optional fields you want to fill
- Create the Microsoft Excel worksheet
- Map the worksheet columns to the Lawson form
- Upload the data
- Verify the data
- If you are uploading to a Lawson conversion file,
then run the job to update the Lawson database
tables
13Determine the Lawson Form for the Upload
- Upload General Ledger Journal Entries into Lawson
- Transaction Interface Maintenance (GL65.1)
- Single form instead of two forms
- Define Journal (GL40.2)
- Journal Entry (GL40.1)
- Business rules for converting journal entries are
applied - Can review and edit journal entries before
interfacing to permanent tables
14Determine the Required Fields
- Click Add on the blank form
- You will be positioned to the first required
field - Press Ctrl-Shirt-O on the keyboard to see the
field name and number - Add that field to your worksheet
- Fill in that field on the form and click Add
- You will be positioned to the next required field
- Repeat these steps until the Add goes through
- Use Ctrl-Shift-O to determine the field names and
numbers of any additional fields you want to fill.
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16Ctrl-Shift-O
17Create the Worksheet
- Enter the field name from the form as column
headings - Include the field names
- Include the field numbers
- Enter the data
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19Map Worksheet to Lawson Form
- Open Upload Wizard from Microsoft Excel menu
- Login to Lawson
- Select the Product Line, System Code, Lawson Form
- Enter the rows which contain the data
- Select the fields to map to the worksheet columns
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26Additional Upload Wizard Tips
- Some forms may return the message Must inquire
before using this function code. - See Knowledge Base Article 126655 for additional
information - The form being used only displays one page of
data at a time. How can I modify the additional
records? - See Knowledge Base Article 525187 for additional
information
27Query Wizard
- Quickly create a custom report or chart
- Base the report on a database table or Lawson
form - Query Wizard settings can do simple formatting
- Once the data is in Microsoft Excel, you have
the full power of Excel - Query Lawson data so it can be changed
- Use the Query Wizard to select the data
- Edit the data
- Upload the data back into Lawson using the Upload
Wizard - Simply create a Mail Merge document
- Base the query on a database table or Lawson form
28Database Table vs. Application Query
- Database Table based on Lawson database tables
- Much faster than an application query
- One call to the server retrieves all the records
you request - More flexible
- Can include information from a table and related
tables - Appropriate for a larger record set
- Application based on a Lawson form
- Much slower than a database table query
- Each record returned requires a call to the
server - More intuitive
- You do not need to know the database tables
- Restricted to information displayed on the
selected Lawson form - Appropriate for a smaller record set
29Basic Steps for the Query Wizard
- Choose a query source
- Database tables whenever possible
- Select the file or online form to query
- Select the fields to display in the report
- Select the Related Table and fields (if
applicable) - Select the criteria for the report
- Format the output
- Verify the results
- Use Excel to produce a chart (if needed)
30Business Scenario
- Create a report of unreleased AP Invoices
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42Mail Merge using the Query Wizard
- Business Scenario
- Create merge letters to customers to notify them
of your new website at which they may place
orders for your products on-line
43Steps for Creating your Mail Merge
- Choose the query source
- Select the table and fields for your data
- Be sure Include Column Headings is checked on the
Column Headings tab - Enter Criteria to narrow down the results
returned to what you need - Check the Save Output for Mail Merge checkbox on
the Worksheet tab - Click Finish to send the data to the worksheet
- Verify the data and save the Microsoft Excel
worksheet
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49Create the Mail Merge Document
- Open Microsoft Word and select Open Data Source
from the Mail Merge Toolbar - Select the worksheet that you saved which
contains the result data from the Query Wizard - Select Sheet1 from the list
- Create the Mail Merge document as you would any
Mail Merge document in Word - Select Merge to New Document
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57Lawson Add-ins for Microsoft Office
- Easily upload information into Lawson
- Quickly create a custom report or chart
- Simply create a Mail Merge document
- Perform all of these tasks with PC-based software
your staff already uses - Makes use of Lawson security to limit the data
that users may access
58Additional Resources
- Lawson Add-ins for Microsoft Office User Guide
- Web-Based Training (WBTs) available on
support.lawson.com - Lawson Knowledge Base
59Questions?
60Thank You!