Interfacing resource assignments

Use this procedure to import resource assignment information from an external source to Project Accounting. If an assignment is for an equipment or AC Person resource that does not exist, the application automatically create the resource record. You can also use this process to edit or delete assignments.

See KB2218730 in Infor Customer Portal and the Infor Lawson Enterprise Applications User and Administration Library - (On-premises) and select User > Enterprise Financial Management > Enterprise Financial Management Conversion Guide.

  1. Prepare a comma-separated value (CSV) file containing the resources to interface.
    Note: The file fields must match the order and data type of the fields in the Activity Resource Import ACIFRESC (UNIX/Windows) or DBACAFR (IBMi) file.
  2. Transfer the CSV file to the server where your environment resides.
  3. Use the Import command to load the resource assignment data from the CSV file into the Activity Resource Import file.

    See Lawson Administration: Server Setup and Maintenance.

  4. To review or check for errors, run Resource Interface (AC520) in non-update mode.
  5. To review or edit records in the resource interface file, use Resource Interface Adjustment (AC52.1).
    Note: When you interface resource records, you can specify whether each resource is assigned to all activities in a list or to an activity group.
  6. Update the imported resources using Resource Interface (AC520).