Creating or loading a resource

Resources can be loaded from HR11 employee records or created individually and not tied to an HR11 employee record. If using a standalone application, resources cannot be loaded from HR11 employee records. Resources are setup as other in standalone applications.

Note:

Upon successful addition of a Resource, the system automatically creates an Agent Record with the key values of the Finance Group and Resource ID. You must associate the Agent record to an Actor record before the user logs in to Infor Rich Client.

Select Resources > Resources.
Select one of these methods to create resource records.
To load Lawson HR employees from a user-defined custom group:
1. Click Create Resources From Custom Group.
2. In the Custom Group field, select the custom group you want to use to load employees or create a new custom group.
To create a single Lawson or non-Lawson resource:
1. Select Resources > Resources.
  Specify this information.
  
  Employee
  
  Select the company and the employee from the lists. After saving, the employee fields are populated from the Lawson HR record.
  
  Other
  
  Specify the employee name and the email address for the employee to receive notifications. Other information is optional.
2. Click Save. The Invoice Approval Assignments tab is displayed.
  Note:
  The Invoice Approval Assignments tab is only used for AP Invoice Automation.