Determining Infor Lawson Fields and Requirements

The first step in creating an upload definition is to select the Infor Lawson form and fields you want to upload the data to and determine which field(s) are required for a successful upload.

Note: You must have a very strong knowledge and understanding of the form and application to which you are uploading data. Data that is not entered correctly can corrupt the integrity of data in the database.

  • Data sent to Infor Lawson with the Upload Wizard must pass business rules. Therefore, if a field is required to add, change, or delete data when you use a Infor Lawson form, it is also required by the Upload Wizard. To upload data into an Infor Lawson form, ensure that the Excel worksheet contains columns for the key fields and any other required fields on that form.

  • If you don't know the field name, you can look it up in Infor Lawson. See "Locating Data for Infor Lawson Add-ins Queries".

  • Verify Infor Lawson requirements for data values. The Excel worksheet must contain data in formats that are valid in the Infor Lawson system.

    Two cases where the Upload Wizard enforces form requirements are dates and upper- or lower case alpha characters. Dates must be in the yyyymmdd format to be recognized as valid. If you specify a date in a different format, Upload Wizard converts what you have entered to the valid format. Likewise, if a form requires either upper- or lowercase values, the Upload Wizard makes the necessary changes to meet the form's requirements.

  • Note whether the form contains detail lines. If it does, create the Excel worksheet in a format that uploads detail data successfully.

  • If the form you use can only be accessed by selecting a link on another form, upload data using hidden fields. This option is intended for expert users only. See "Working with Hidden Fields".

Verify the worksheet to ensure that it contains columns for each key and required field, and that all worksheet data is in a valid format recognized by Infor Lawson. If you upload data from a worksheet that is missing key or required information, or contains information in the wrong format, the upload results display messages that help you determine what is wrong.