Lawson Add-ins for Microsoft® Office Files
don.peterson@us.lawson.com
Here are some files related to the Lawson Add-ins presentations at CUE 2007 in San Diego. There is also a link to a .zip file containing the examples of Add-ins usage provided by members of the Midwest Lawson Users Group.
The upload worksheet examples work on the setup we have on our sales laptops and may need a little adjusting to work on the specific setup, data and environment, you have at your location. So you will want to create your own Upload Wizard mapping to match the version of Lawson you have installed. The fields you map to are in the second line of the column headings.
For the self-contained examples (at the bottom to this site), your development staff members can take a look at the source for the examples and see how I did those and they can modify them to make them work on your environment if they don't right "out-of-the-box". They can view the code that I wrote into the worksheets by selecting View | Toolbars | Visual Basic from the Excel menus. They can also use the same techniques to make other worksheets that you may need.
Those added or updated in the past month are indicated by white text on a green background in the left column.
Standard Disclaimer
We are providing these examples to you free of charge. These are not delivered by Lawson and there is no support available for these examples. You may, however, engage a Lawson Service Consultant, for a fee, for assistance if necessary.
| Midwest Lawson User Group Member Examples | ||
| MWLUG Examples | This .zip file contains examples provided by various members of the Midwest Lawson User Group that show how they make use of the capabilities of the Add-ins. (File size: 1.6 MB) | MWLUG Examples |
| Upload Wizard Formatted Worksheets (last updated September 1, 2008) | ||
| Lawson Form ID | Brief Description | Link |
| AC10.1 | Activity | AC10.1 |
| AC20.1 | Activity - Life Only Budget | AC20.1 |
| AC20.3 | Activity - Period Budget | AC20.3 |
| AC41.1 | Activity Resource Time Entry | AC41.1 |
| AM05.1 | Accounting Group - Default Loss Account | AM05.1 |
| AM20.3 | Asset Items - Serial Number | AM20.3 |
| AM20.4 | Books - Adjustment Date | AM20.4 |
| AM20.5 | Asset Journal Entries | AM20.5 |
| AM30.1 | Transfers | AM30.1 |
| AM99.1 | Transaction Balance Update | AM99.1 |
| AP20.2 | Taxed Invoice with User Field from Sub-Form AP22.4 | AP20.2 |
| AP30.1 | Invoice Maintenance with User Field from Sub-Form AP30.5 | AP30.1 |
| AP30.3 | Payment Schedule Adjustment - Provided by Linda Carlton, Walking-Stick Consulting Group | AP30.3 |
| AP52.1 | Invoice Interface upload with AP52.3 Distribution Interface | AP52.1 |
| AP52.9 | Invoice Conversion Comments | AP52.9 |
| AR12.1 | National Account | AR12.1 |
| AR12.2 | National Account Speed Entry | AR12.2 |
| AR97.1 | Interface Transaction - Lawson 8 | AR97.1 |
| AR97.1 | Interface Transaction - Lawson 9 | AR97.1 |
| BN18.1 | Benefit Options Amounts and Benefit Options Rates from BN19.1 | BN18.1 |
| BN47.1 | Beneficiaries - Provided by Charlene DeVoe, Lawson Software | BN47.1 |
| BR53.1 | Product Deferred Revenue Schedule | BR53.1 |
| BN72.1 | Retiree Benefit Entry - Add | BN72.1 |
| BN72.1 | Retiree Benefit Entry - Change | BN72.1 |
| CB20.1 | Bank Transaction Entry | CB20.1 |
| CB20.1 | Bank Transaction Entry - Release - Lawson 8 | CB20.1 |
| CB80.1 | Bank Transaction Adjustment | CB80.1 |
| ED49.1 | E-Procurement User Attributes | ED49.1 |
| FB20.1 | Budget Upload | FB20.1 |
| GL00.6 | Move Detail Account | GL00.6 |
| GL10.1 | Company | GL10.1 |
| GL16.4 | Detail Account Values by Attribute | GL16.4 |
| GL20.1 | Accounting Units, Accounts | GL20.1 |
| GL20.2 | Posting Accounts | GL20.2 |
| GL20.2 | Posting Accounts - Activity Setup | GL20.2 |
| GL20.7 | General Ledger Attributes - Provided by Linda Carlton, Walking-Stick Consulting Group | GL20.7 |
| GL40.1 | GL Journal Entry with Journal Header GL40.2 | GL40.1 |
| GL60.1 | Chart Interface Maintenance | GL60.1 |
| GL61.1 | Accounting Unit Interface Maintenance | GL61.1 |
| GL65.1 | Transaction Interface Maintenance | GL65.1 |
| HR06.1 | Job Code | HR06.1 |
| HR10.1 | Data Item Attributes - Address | HR10.1 |
| HR11.1 | Employee Benefit Dates | HR11.1 |
| HR11.1 | Employee Pay Rates | HR11.1 |
| HR11.1 | Employee User Fields (See next section below for instructions and worksheet) | |
| HR13.2 | Employee Dependent Benefits | HR13.2 |
| HR13.4 | Retiree Dependent Benefits | HR13.4 |
| HR15.1 | Applicant User Fields - 10 User Fields or Less | HR15.1 |
| HR15.1 | Applicant User Fields - More than 10 User Fields | HR15.1 |
| HR15.2 | Alphanumeric User Fields - Position - 10 User Fields or Less | HR15.2 |
| HR15.2 | Alphanumeric User Fields - Position - More than 10 User Fields | HR15.2 |
| HR20.1 | Employee Additional Contact Numbers | HR20.1 |
| HR54.1 | Employee History Correction - Adding | HR54.1 |
| HR54.1 | Employee History Correction - Change and Delete | HR54.1 |
| HR55.1 | Employee Group Definition | HR55.1 |
| IC15.2 | Bins | IC15.2 |
| IC81.1 | Cart / Par Location | IC81.1 |
| IC82.1 | Par Location Item Mass Change | IC82.1 |
| LP88.1 | Length of Service Hours | LP88.1 |
| MA43.6 | Service Agreement Detail | MA43.6 |
| MA43.7 | GL Distribution | MA43.7 |
| MA54.3 | Invoice Line Detail | MA54.3 |
| PA16.1 | Company Property - Add | PA16.1 |
| PA16.1 | Company Property - Change | PA16.1 |
| PA22.1 | Certifications | PA22.1 |
| PA22.1 | Certifications - Deleting | PA22.1 |
| PA26.1 | Review - Initial | PA26.1 |
| PA31.1 | Applicant | PA31.1 |
| PA49.3 | Applicant Tests | PA49.3 |
| PA50.1 | Personnel Action Setup | PA50.1 |
| PA52.1 | Individual Action - Employee Change - Lawson 9 | PA52.1 |
| PA52.1 | Individual Action - Job Code - Lawson 9 | PA52.1 |
| PA52.1 | Individual Action - Pay Change | PA52.1 |
| PA52.1 | Individual Action - Position Change - Lawson 9 - Provided by Sheila Romane, Providence Health and Services | PA52.1 |
| PA52.1 | Individual Action - Salary Change | PA52.1 |
| PA52.1 | Individual Action - Salary Change - Lawson 9 | PA52.1 |
| PA52.1 | Individual Action - Benefits | PA52.1 |
| PA52.5 | Position and Job Action - Provided by Joseph Van Denburg, Clarian Health Partners | PA52.5 |
| PA52.1 | Position and Job Action - Assignment End | PA52.5 |
| PA54.1 | Personnel Action Correction History | PA54.1 |
| PA59.1 | Grievance and Disciplinary Actions (NOTE: Only works on releases of PA59.1 where it is not required to inquire first.) | PA59.1 |
| PA95.1 | Grade Range Schedule - Add a Schedule | PA95.1 |
| PA95.1 | Grade Range Schedule - Change or Delete a Grade in an Existing Schedule | PA95.1 |
| PO15.1 | Procurement Template - Change | PO15.1 |
| PO25.6 | Vendor Agreement Line - Add Lines to an Agreement | PO25.6 |
| PO25.6 | Vendor Agreement Line - Change the Lines on an Agreement | PO25.6 |
| PO25.6 | Vendor Agreement Line - Change the Lines on an Agreement - Future Price and Date v.8 - Provided by Shane Ross, Wellspan Health | PO25.6 |
| PO25.6 | Vendor Agreement Line - Change the Lines on an Agreement - Future Price and Date - Provided by Shane Ross, Wellspan Health | PO25.6 |
| PO25.6 | Vendor Agreement Line - Change the Lines on an Agreement - PO User Fields | PO25.6 |
| PO53.1 | Purchase Order Interface | PO53.1 |
| PR11.1 | Employee Year-End Parameters | PR11.1 |
| PR12.1 | Direct Deposit Distribution | PR12.1 |
| PR15.2 | Employee Deduction Speed Entry | PR15.2 |
| PR30.1 | Standard Time Record | PR30.1 |
| PR36.1 | Time Entry | PR36.1 |
| PR39.1 | One Time Deduction - Add | PR39.1 |
| PR39.1 | One Time Deduction - Change or Delete | PR39.1 |
| PR82.1 | Adjustments - Deductions | PR82.1 |
| PR82.1 | Adjustments - Pay Code and Hours | PR82.1 |
| PR85.1 | Bank Account Reconciliation | PR85.1 |
| TR15.1 | Required Training by Employee - Deletion | TR15.1 |
| Employee User Field Upload Files (HR11.1) | ||
| Instructions | Word document containing instructions for determining the user field number as well as instructions for the upload workbook. | HR11.1 User Field Instructions |
| Workbook | This workbook contains the necessary fields to do the upload to the user fields on HR11.1. The field names you map to are in row 7. See the Instruction document for more information. | HR11.1 User Field Workbook |
| Self-Contained Upload Worksheets (These do not use the upload wizard, all the programming is within the workbook.) | ||
| for Lawson 8 | ||
| Activity Budget Period Entry (AC20.3) | Upload period budget information to AC20.3 | Activity Budget Period Entry (AC20.3) |
| Billing Invoice Entry | This workbook lets you upload invoices to the billing system via BL20.1 | Billing Invoice Entry |
| GL Journal Entry | This workbook uploads the header, determines the journal number, and then uploads the detail rows to GL40.2 and GL40.1, respectively. You will see the results in the message lines near the top of the worksheet. When the worksheet opens, it will ask you to log in. There are brief instructions on the first worksheet and the second worksheet contains the upload. To upload click the "Add to Database" button. After the upload, the button disappears. Click the "Reset 'Add' Button" to bring it back if you want to upload again. | GL Journal Entry Upload Workbook |
| GL Journal Entry with Activities | The same as the GL Journal Entry workbook except that this one also has columns for Activity and Account Category | GL Journal Entry with Activities Upload Workbook |
| GL Journal Entry with Automatic Reverse by Entry | The same as the GL Journal Entry workbook except that this one includes fields for Reference and Automatic Reverse for each journal entry row. | GL Journal Entry with Automatic Reverse by Entry |
| GL Journal Entry with Activities - You Assign Journal Number | The same as the GL Journal Entry with Activities workbook except that this one is for installations where the Journal Number is manually designated and not automatically assigned. | GL Journal Entry with Activities - You Assign Journal Number |
| Basic Invoice Upload | This workbook uploads to the Basic Invoice form, AP20.1. It allows for more lines than are available on the base AP20.1 form. | Basic Invoice Upload |
| Basic Invoice with Comments Upload | This workbook is the same as the Basic Invoice Upload to AP20.1 but it also includes the ability to upload comments by line. | Basic Invoice with Comments Upload |
| Invoice Upload for One-Time Vendors | Here is a One-Time Vendor Invoice upload Excel workbook that has fields that most people wanted. Take a look at the AP20.1 tab in the workbook to see how to enter your data. When you have your data entered, click the Upload button on that worksheet to send the data up. The data area in the worksheet will be highlighted as the program reads the data. When it is no longer highlighted and the cell selected is in the upper left of the worksheet, the upload is complete. You can then look at the Results column along the right side to see the results of the upload for each row, or set of rows if more than one per invoice. | One Time Vendor Invoice Upload Workbook |
| Taxed Invoice Upload | This workbook uploads to the Taxed Invoice form, AP20.2. It allows for more lines than are available on the base AP20.2 form. | Taxed Invoice Upload |
| Requisitions | This workbook groups rows together to upload requisitions into RQ10.1 When the worksheet opens, it will ask you to log in. There are brief instructions on the first worksheet, the second worksheet contains the upload, and the third contains validation tables which you update with your data. | Requisition Upload |
| PO, Receiving and Invoices | This is a combined workbook which allows you to enter and upload Purchase Orders to PO20.1, inquire, enter and upload PO Receiving information to PO30.1, and enter Detail Invoices to AP20.3. When the worksheet opens, it will ask you to log in. There are brief instructions on the first worksheet. | PO, Receiving, Invoice |
| Order Entry (OE10.3) | This workbook groups rows together to upload orders into OE10.3 When the worksheet opens, it will ask you to log in. There are brief instructions on the first worksheet, the second worksheet contains the upload, and the third contains validation tables which you update with your data. There are a lot of data validation points in order entry so depending on your setup, things may have to be changed on the worksheet. | Order Entry Upload |
| Step and Grade Schedule (PR16.1) | This workbook uploads Step and Grade Schedule data into PR16.1. It is set up for a maximum of 25 steps for a schedule (as I don't know what the standard maximum is in the "real world") : ) You can have as many grades as you want. See the sample data in the worksheet for how to enter your data. | Step and Grade Upload |
| for Lawson 9 | ||
| Basic Invoice with Comments Upload | This workbook is the same as the Basic Invoice Upload to AP20.1 but it also includes the ability to upload comments by line. | Basic Invoice with Comments Upload |
| GL Journal Entry | This workbook uploads the header, determines the journal number, and then uploads the detail rows to GL40.2 and GL40.1, respectively. You will see the results in the message lines near the top of the worksheet. When the worksheet opens, it will ask you to log in. There are brief instructions on the first worksheet and the second worksheet contains the upload. To upload click the "Add to Database" button. After the upload, the button disappears. Click the "Reset 'Add' Button" to bring it back if you want to upload again. | GL Journal Entry Upload Workbook |
| GL Journal Entry with Activities | The same as the GL Journal Entry workbook except that this one also has columns for Activity and Account Category | GL Journal Entry with Activities Upload Workbook |
| GL Journal Entry with Activities - You Assign Journal Number | The same as the GL Journal Entry with Activities workbook except that this one is for installations where the Journal Number is manually designated and not automatically assigned. | GL Journal Entry with Activities - You Assign Journal Number |
| GL Journal Entry with Strategic Ledger | The same as the GL Journal Entry workbook except that this one also has columns for Strategic Ledger (User Analysis) fields. | GL Journal Entry with Strategic Ledger |
| GL Journal Entry with Strategic Ledger Selection Columns | The same as the GL Journal Entry workbook with Strategic Ledger except that this one also has selection dropdown lists for Strategic Ledger (User Analysis) fields. | GL Journal Entry with Strategic Ledger |
| Invoice Upload for One-Time Vendors | Here is a One-Time Vendor Invoice upload Excel workbook that has fields that most people wanted. Take a look at the AP20.1 tab in the workbook to see how to enter your data. When you have your data entered, click the Upload button on that worksheet to send the data up. The data area in the worksheet will be highlighted as the program reads the data. When it is no longer highlighted and the cell selected is in the upper left of the worksheet, the upload is complete. You can then look at the Results column along the right side to see the results of the upload for each row, or set of rows if more than one per invoice. | One Time Vendor Invoice Upload Workbook |
| Taxed Invoice Upload | This workbook uploads to the Taxed Invoice form, AP20.2. It allows for more lines than are available on the base AP20.2 form. | Taxed Invoice Upload |
| Requisitions | This workbook groups rows together to upload requisitions into RQ10.1 When the worksheet opens, it will ask you to log in. There are brief instructions on the first worksheet, the second worksheet contains the upload, and the third contains validation tables which you update with your data. | Requisition Upload |
| Purchase Order Entry | This is a workbook which allows you to enter and upload Purchase Orders to PO20.1. There are brief instructions on the first worksheet. | Purchase Order Entry |
| Purchase Order Entry - Special Items | Upload purchase orders to PO20.1 with ability for special items. Special Item code added by Linda Carlton, Walking-Stick Consulting Group | Purchase Order Entry - Special Items |
| Step and Grade Schedule - 25 (PR16.1) | This workbook uploads Step and Grade Schedule data into PR16.1. It is set up for a maximum of 25 steps for a schedule (as I don't know what the standard maximum is in the "real world") : ) You can have as many grades as you want. See the sample data in the worksheet for how to enter your data. | Step and Grade Upload - 25 |
| Step and Grade Schedule - 99 (PR16.1) | This workbook uploads Step and Grade Schedule data into PR16.1. It is set up for the maximum of 99 steps for a schedule. With this worksheet, the steps do not have to be sequential. They may be skipped as in, you have steps 5 - 9, 30 - 36 and 78 - 84. You can have as many grades as you want. See the sample data in the worksheet for how to enter your data. | Step and Grade Upload - 99 |
| Time Entry by Pay Code(PR35.1) | This workbook uploads employee time records to the Time Entry screen, PR35.1. The worksheet is set up by department which is selected at the top of the worksheet and lists the employees in that department. Each column is set with a different pay code. Changing the pay code in the column heading will send the time up to that pay code. | Pay Code Time Entry PR35.1 |
| Time Entry by Pay Code(PR36.1) | This workbook uploads employee time records to the Time Entry screen, PR36.1. The worksheet is set up by department which is selected at the top of the worksheet and lists the employees in that department. Each column is set with a different pay code. Changing the pay code in the column heading will send the time up to that pay code. | Pay Code Time Entry - PR36.1 |