Setting up templates, groups, and users

  1. Sign in to Lawson using an ID that has access to the Procurement Punchout Administration bookmarks.
  2. Complete these steps to set up the Punchout Templates:
    1. Access Punchout Template (ED45).
    2. Specify a unique name in the Template Name field. For example, specify DellTemplate.
    3. In the Vendor field, specify the organization's vendor number (from AP10) if one exists.
    4. Specify the appropriate value in the Prodline field.
    5. Select Add.
  3. Complete these steps to set up the User Groups:
    1. Access Punchout User Group (ED41).
    2. Specify a name in the User Group Name field. For example, specify DellPunchout.

      The name you use must match the vendor name in the RQC configuration file.

    3. Optionally, you can specify the name of a corresponding image file in the Icon field.

      Include a prefixed of .../images/ in the field. For example, .../images/notavailable.gif.

      Note: If you do not select a valid image file in this step, then a broken icon image is used. This will not affect the functionality of Procurement Punchout.

      Lawson does not supply image files for punchout-enabled vendors. You can obtain an image file from the vendor. When connected to the vendor's website, right-click the vendor's logo or icon and select Save As to your local machine. You can then move this file to the server hosting the Requisition Center and specified in the Icon field of ED41.

    4. Select Add.
      Note: Leave the Url field blank. The vendor's URL is obtained from the appropriate <vendor> section of the Requisition Center configuration file.
  4. Complete these steps to set up the users:
    1. Access Punchout User (ED43).
    2. Specify a name in the User Group Name field. For example, specify DellPunchout.
    3. Specify the relevant web user name and requester in the User Name and Requester fields.
    4. Specify a unique name in the Template Name field. For example, specify DellTemplate.
    5. Select Add.
    6. Repeat these steps for each requester that you want to set up for this group or vendor.