Infor Lawson Add-ins for Microsoft Office User Guide

Home

Back

Forward

  • Help
  • Copy URL
  • PDF
  • Print this page

Help

Copy URL

Topic URL copied to clipboard

PDF

Print

Infor Lawson Add-ins for Microsoft Office Overview
Concepts in This Chapter
What is Infor Lawson Add-ins for Microsoft Office?
Getting Ready to Use the Infor Lawson Add-ins
How Do the Infor Lawson Add-ins for Microsoft Office Work?
Infor Lawson Add-ins and Security
The Infor Lawson Add-ins Login Window
Wizard Navigation
Locating Data for Infor Lawson Add-ins Queries
What Can I Do With the Add-ins?
Understanding artifacts of Infor Lawson Add-ins
Procedures in this chapter
Accessing the Infor Lawson Menu in Excel
Logging into Infor Lawson Add-ins
Using the Query Wizard
Concepts in This Chapter
What Is the Infor Lawson Query Wizard?
How Does the Query Wizard Work?
Query Wizard Limitations
The Query Wizard Window
Data Sources
Choosing Fields for the Query
Renaming Column Headings
Selecting Criteria for Application Queries
Assigning Criteria for Database Queries
Using Criteria Selection for Database Queries
Performing Calculations on Numerical Data
Sorting Data
Formatting the Worksheet
Designating the Location of Query Results
Creating the Excel Worksheet
Infor Lawson Drill Around
Saving and Reusing a Query Template
Using the Infor Lawson Query Wizard for Mail Merge
Procedures in this chapter
Choosing Fields for an Application Form Query
Choosing Fields for a Database Table Query
To choose fields for a query on the database tables
To choose fields in related tables
Changing Default Column Headings
Defining Selection Criteria for an Application Query
Defining Selection Criteria for a Database Tables Query
To define selection criteria
To use selection criteria to limit the search
Work with date fields on the selection criteria
Setting up Subtotals
Sorting Data
Formatting the Worksheet
To choose a standard worksheet format
To format the title section of the worksheet
Selecting a Location for the Excel Data
Mapping Drill Around
To map Drill Around using the Map Wizard tab
To map Drill Around using the Map Drill Around menu option
Re-running Saved Queries
Reloading a Query Definition
Re-running a Query Template with QryAutoLoad
Creating Mail Merge Files
To create the data worksheet for the mail merge
To create a mail merge document
To re-display a previous mail merge query with current data
To create a new mail merge based on updated data but different criteria
Configuring the user preferences in the Query Wizard
Using the Upload Wizard
Concepts in This Chapter
What Is the Upload Wizard?
How Does the Upload Wizard Work?
Upload Wizard Intended Use and Limitations
The Upload Wizard Window
The Excel Worksheet
How Do the Add, Change, and Delete Features Work?
Determining Infor Lawson Fields and Requirements
Relating Worksheet Columns to Infor Lawson Fields
Selecting Rows to be Uploaded
Working with Detail Field Data
Adding Detail Line Data
Changing or Deleting Detail Line Data
Data Upload Options
Improving the Multi-Threaded upload performance
Checking Upload Results
Working with Hidden Fields
Example
Upload and Check Results
Multiple Worksheet Upload
Procedures in this chapter
Launching the Upload Wizard
Mapping Excel Data to Infor Lawson Forms
To select the Infor Lawson fields
To map worksheet columns to Infor Lawson fields
To auto-populate the Infor Lawson fields
Uploading Excel Data to Infor Lawson
Saving and Retrieving an Upload Definition
To save an upload definition
To retrieve an upload definition
Reloading an Upload Definition
Configuring the user preferences in the Upload Wizard
Running the upload in the background
Uploading data from multiple worksheets
  • Links
  • docs.infor.com
  • Send Feedback on Current Topic
  • Product Support
  • Open link in new tab
  • Open link in new window
  • Copy link to clipboard