Getting Started with Lawson Portal

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About this guide
Lawson Portal Basics
Understanding Lawson Portal
Lawson Portal home page
Navigation and user interface
Navigation and main content
Bookmarks
Browser differences
Launching and signing out of Lawson Portal
Launching
Signing out
Setting the browser compatibility view for Infor OS Portal (or Infor Ming.le)
Personalize Lawson Portal
Selecting navigation and main content
Unsubscribing and re-subscribing to bookmarks
Creating Favorites
To create a shortcut
To rename a favorite
Changing hotkey assignments
Contextual Applications
Contextual applications
Changing User Options for Applications
Setting user options for application forms
Setting up Drill options
Lawson Applications Overview
Defining an application
Understanding the terminology and concepts in Lawson Application
Application Forms
Defining the types of application forms
Defining form attachments
Working with Applications
Navigating within Lawson Applications
Select Key field values
Selecting Values for Key Fields
Selecting a value for a key field (list-based method)
Selecting a value for a key field (form-based method)
Working with Application Data
Defining a record in Lawson Applications
Looking up a specific record on an application form
To look up a record on a single-record form (list-based)
To look up a record on a single-record form (form-based)
To look up a specific record on an inquiry form
Browsing through records on application forms
Browsing forward through records on a single-record form
Browsing backward through records on a single-record form
Browsing forward through records on a header/detail form
Browsing backward through records on a header/detail form
Setting the Form Transfer option
Viewing data through the Drill Around feature
Performing a search using the Drill Around data
Adding a record
Defining a record
Changing a record
Deleting a record
Adding, Changing, and Deleting Detail Lines
To add detail lines
To change detail lines
To delete detail lines
Adding a comment attachment
Adding a URL Attachment
Sharing a social message from an application form
Following social objects in Infor OS Portal (or Infor Ming.le)
Process and Manage Jobs and Reports
Defining a batch job
Defining a Job Queue
Running a Job Now
To define a job
To submit a job
Running a job at a specific date and time
Defining Job Parameters
Checking the Job Queue
Managing Jobs and Reports
Accessing the Report
Using Print Manager contextual application
Working with Print Files
Multiple-Step Job Definition
Defining Multiple-Step Job
Running a Multiple-Step Job
Recurring Job Definition
Managing a Recurring Job
Defining a Recurring Job definition
Modifying a Recurring Job definition
Deleting a Recurring Job definition
Defining Drill Around for Reports
Using the Drill Around Feature on Report Data
Copying jobs
Deleting Jobs
To delete a job definition (multiple-step or single-step)
To delete a job from the Job Schedule list
To delete print files
Printing a Report
To print reports from a parameter form
To print reports from the Print Manager form
Saving a report
Hotkeys in Lawson Portal
Default hotkeys
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