How Do the Add, Change, and Delete Features Work?

The Add and Change features of the Upload Wizard work in similar ways. When you add or change records, you are doing exactly the same transaction you would do if you added or changed records through an Infor Lawson form. If a field is required to add a new record through the form, it is also required on your Excel worksheet. Your worksheet must contain valid values for all the key and required fields for the form. You can also include values to be added to fields that are not key or required, but the data must be in a format that is recognized by the Infor Lawson system.

The Delete feature removes an entire record. The only requirement for deleting records is that you include valid values for key and required fields on the worksheet. If those conditions are met, the Delete feature removes every piece of data that is part of that record from the system, including detail line data and data that resides in hidden fields. Therefore, you cannot use the Delete feature to remove data from individual fields in a record, or delete individual detail lines. To delete data from individual fields or detail lines, you use the Change feature.

• To delete a value from a field, delete that value on your worksheet, map the columns to the appropriate Infor Lawson fields, and upload the data using the Change feature.

• For instructions on how to delete a detail line from a record, see "Changing or Deleting Detail Line Data".