Example

You want to upload data to create a new purchase order that includes data you would usually enter on the Purchase Order form PO20.1 and the user tab of PO Line Options PO20.3.

To get to PO Line Options PO20.3, first open Purchase Order Entry PO20.1. Click the More link next to the detail line to display PO Line Options PO20.3, then click the User link in the navigation pane to display the User tab.

Because you can't access PO Line Options PO20.3 without going through Purchase Order Entry PO20.1, use the hidden field feature of the Upload Wizard to upload data to PO20.3. Infor Lawson recommends using the following process:

Research field requirements.
Create a worksheet containing all required fields.
Map worksheet columns to Infor Lawson fields, including hidden fields.
Perform the upload and verify results. If necessary, adjust values and repeat the upload until you are sure that the correct data is in the Infor Lawson system.

Research Upload Field Requirements

To determine what fields are required, use your knowledge of Infor Lawson and information from the .scr file for the application you are using.

Sample $TRANS section (from PO20.scr file)

Note that the PCR-COMPANY field and the LINE-FC field have codes that indicate they are required for an upload (SK and LF, respectively).

$TRANS     PO201    S
  2     TC                    AL    06          SB
  2     FC                    A     01          SF
  2     PT-XMIT-COUNT         N     01          SB
  2     PCR-COMPANY           N     04          SK    01  C
  2    *PCY-PROCURE-GROUP     A     04          SB    D5W
  2     PCR-BUYER-CODE        A     03          SB    DB
  2    *BUY-BUYER-CODE        A     03          SB    DB0
  2     PCR-PO-DATE           F     08          SB    DY
  2     PCR-PO-NUMBER         A     14          SL    DN
  2     PCR-PO-RELEASE        N     04          SL    DX
  2     PCR-PO-CODE           A     04          SL    DCO
  2     PCR-PO-REVISION       N     03          SB   *DN0
  2     PCRX-STATUS           AL    20          SB    GST
  2     PCR-VENDOR            A     09          SB    EV
  2     VEN-VENDOR-VNAME      AL    30          SB    03D
  2     PCR-PURCH-FR-LOC      A     04          SB    EVP
  2     VLO-VENDOR-VNAME      AL    30          SB    AL
  2     MISC-AOC-MSG          AL    16          SB
  2     PCR-LOCATION          A     05          SB    DLC P
  2     ICL-PO-NAME           AL    30          SB    D7
  2     COMMENT-WINDOW        W     11          SB          DN=CMT
  2     PCR-DFLT-DL-DATE      F     08          SB    DZ
  2     PO-DEFAULT            W     07          SB          PO20.4
  2     PO-OPTION             W     06          SB          PO20.2
  2     TOTAL                 W     05          SB          FC='T'
  2     PT-PLI-LINE-NBR       N     06          SB    DPP
.
.
.
* PO line section of PO Entry screen
  2     DETAIL-GROUP          G                 SB
   3    DETAIL-LINE           G                 SB 05
    4   LINE-FC               A     01          LF    D1B
    4   PLI-LINE-NBR          N     06          LB    DO
    4   PLI-MATCH-DTL-KEY     MATCH-DTL-KEY     LB    YZ9
    4   PLI-QUANTITY          V     14        4 LB    DQ
    4   PLI-ENT-BUY-UOM       A     04          LB    D00
    4   PLI-VBUY-UNIT-CST     V     13        5 LB    DE
    4   PLI-EARLY-DL-DATE     F     08          LB    D3C
    4   PLI-LOCATION          A     05          LB    DLL
* more button on each line of PO Entry screen brings up PO Line Options screen
    4   MORE-PLI              W     04          LB          PO20.3

Create the Worksheet

To upload information to the User tab of PO20.3, build a worksheet that contains all the key and required fields on both PO20.1 and PO20.3.

Map Worksheet Columns to Infor Lawson Fields

Use the Upload Wizard Map Columns tab to map the worksheet data to the appropriate Infor Lawson form fields. In the Forms list, select PO20.1. Fields that are displayed on PO20.3 (and other fields that can only be accessed by going through PO20.1) are prefixed with an (H) in the Infor Lawson Fields list.