Interfacing non-Lawson activity transactions

Use this procedure to interface activity transactions from a non-Lawson application to Project Accounting. For additional help, Project Accounting conversion file layouts and a conversion manual are available on the Documentation page on Infor Support Portal.

Follow these steps to interface non-Lawson activity transactions:

  1. Prepare a comma-separated value (CSV) file containing the activity transaction information you want to interface. The file fields must match the order and data type of the fields in the Activity Transaction Relation ACTRANSREL (UNIX/Windows) or DBACTRR (IBMi) file. This file layout is available on the Documentation page on Infor Support Portal.
  2. Transfer the CSV file to the server where your environment resides.
  3. Use the Import command to load the transactions from the CSV file into the Activity Transaction Relation ACTRANSREL (UNIX/Windows) or DBACTRR (IBMi) file. For instructions on using the Import command, see Lawson Administration: Server Setup and Maintenance.
  4. To review or check for errors, run Transaction Interface (AC540) in non-update mode.
    Note: You can post interfaced transactions to General Ledger. On the GL Offset page of Transaction Interface (AC540) select the company, accounting unit, account, and subaccount to which the balancing entry should be posted.
  5. To review or edit records in the interface file, use Transaction Interface Adjustment (AC54.1).
  6. Update the transactions using Transaction Interface (AC540).

Follow-up tasks

  • After interfacing transactions, you will need to post them to Project Accounting. See Posting transactions.