Working with application data
The subsections that follow contain information about ways to select and update application data.
Infor Security affects access to forms and data
Infor Security is important to user access to applications. When your system was set up, your company's managers and technical experts worked with Infor experts to define each user's access requirements for the system. You, as a user, were given access only to forms and actions on forms that you use to perform your job.
For example, you might be required to look at invoices but, if you are never required to change an invoice, you might be given Inquire-only access to a form related to invoicing. In this case when you attempt to look at an invoice record, you can do so, but if you attempt to change data on an invoice, you would receive an error message.
Talk to your manager or your local IT system administrator if you believe you do not have access to content that you require.
Understanding Select tools
A select tool is an icon that is displayed to the right of some fields, usually as a small button with a triangle on it. Its presence means that you can select values for the field instead of only typing values directly.
Various types of tools for selecting data shows on Lawson forms, depending on the kind of data you must select. These are the typical tools you can use:
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Drop-down list
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Calendar
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Select dialog box
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Drill
When you click the select indicator, a drop-down list shows if the field is one that you can use to select from a limited set of valid values—for example, yes/no, male/female, or hourly/salaried.
Defining Calendar and Date fields
Calendar fields are sometimes used for date fields. When they occur, you can click the select indicator to bring up a calendar. The current date is highlighted.
If you enable this capability, you can specify six digits of a date and additional digits for year and any required formatting is automatically provided. For example, you could specify "062706" and the result would automatically be "06/27/2006 if the field you are typing into requires the separators. This capability is called Advance on 6-Digit Date Entry and is enabled through the User Options menu. From the toolbar, select the Preferences checkbox and then select User Options.
Defining a Name field
Users of Lawson Portal might see an alternate language name field. This depends on if the client has done the necessary setup and configuration for alternate names.
Defining Line action codes
Line action codes represent the functions available for working with detail records on detail forms and on the detail area of a header/detail form. You enter these codes in the line action code field for each detail line to indicate what to do with each detail record. The line action code field is the left-most field on the detail line and is typically labeled "FC."
These are examples of typical line action codes:
| Code | Description |
|---|---|
| Add (A) | For adding new detail records. |
| Change (C) | For changing existing detail records. |
| Delete (D) | For deleting existing detail records. |
| Select (X) | For selecting detail records, such as to transfer the data to another form. |
Defining Drill Around
You can use the Drill Around® feature to view information without having to transfer to the form or forms where that information is maintained. For example, you could use the Drill Around feature if you were currently on a Benefits form updating benefit records, and your supervisor asked you to find an employee's salary history. From any Benefits form with a Company field, you could enter the number of the employee's company in the Company field and then use the Drill Around feature to view information about that employee.
The Drill Around feature is not available from all fields. It is available for a field if, when you right-click on the field, Drill Around is displayed as a choice.
Drill Around contains CSV Export capabilities and various view options.
Defining Select form
When you click the select indicator, the Select form is displayed if the valid values for the field come from another form. For example, the valid values for a vendor field come from the vendors set up through the application form for vendors. If you access the form for vendors, you can define additional vendors or you can delete vendors.
Use the Select form to select a value for a form field instead of viewing information about an item. The Select form is displayed when you use the Select indicator or right-click on a field and then click Select. It is not available for every field. It is available for a field if the Select indicator is displayed next to the field and if the field is one whose valid values come from another form.
When the Select form first is displayed, it contains either a list of the valid values for the field or a list of lookup methods. For example, as in the case of employees, the lookup methods are employee by number, by name, by social number, and so on. Depending on which lookup method you select, a list of employees by number, name, and so on is displayed.
The Select form usually includes additional data about each item and thus helps you select the correct value. In addition, you can use the Customize option to list additional data associated with each item in the Select form.