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Lawson Portal – Getting Started as a New User

When first using Lawson portal, it can be a bit overwhelming with all the buttons and unfamiliar UI. The first change I always make is changing the buttons to display text instead of icons.

 

First go to Preferences >> User Options

 

Under “Toolbar Button Display” select Text >> Apply and OK

Once you’ve applied the changes, your icons will change from this:

To this:

This is especially helpful for users with higher tier access as you don’t want to accidentally click delete or change a form when you didn’t mean to!

 

Hope this simple tip was helpful!

Lawson Portal Helpful User Guide

Over the years I’ve assisted users debug issues in Lawson portal.  Through this time, I’ve noticed a pattern of users not utilizing fundamental functions of portal.  I’ll share to you a few of them today.

 

New Tab Button:

Instead of using up more of your PC’s memory, Lawson has its own tab system that users often miss. This will let you switch between multiple forms faster and easier as shown below:

 

Search box keywords:

 You might be used to typing in form numbers as shown below, but did you know you can type in keywords as well?

Don’t know a form name to General Ledger? Type in the word General Ledger and click search:

This is great for newer and veteran users taking on newer tasks.

 

Form Help:

Finally, if you want to get more information about the form you’re currently using. Go to the form and click Help >> Form Help.

 

Hope these tips helped you in your journey in mastering Lawson Portal.

VendorLaunch Vendor Self-Service Portal

As you might have heard, we’ve been working on a fully cloud-based, vendor self service solution for about a year now. We have worked with several customers to create a solution that is simple, intuitive, and brings instant value to any organization dealing with vendors and suppliers. Join us on Thursday June 6th (9am PST) as we do a walk-thru and a public Q&A. The webinar will feature the following modules and functionality:

  • Vendor OnBoarding
  • Vendor Check Requests and Invoice Submissions
  • Purchase Requests
  • Routing, Approvals, Document Management, Audit, Integration, and much more

Infor Knowledge Base (KB) and Documentation Search Tips and Tricks

Troubleshooting Infor/Lawson issues can be tricky at times due to the scarcity of resources online. Finding an Infor specific solution through a standard Google search is usually fruitless. In these cases, the absolute best help usually comes from an Infor Knowledge Base (KB) article or actual Infor documentation as the instructions there are coming straight from the horse’s mouth.

Unfortunately, it can be quite tricky to use the search to find what you are looking for. Even when I know exactly what I’m looking for, I have seen the search results display wildly irrelevant articles. Even when I type the exact title of the KB article, the results sometimes do not show it.

Here are some tips and tricks to help you search through Infor’s Knowledge Base (Full article: KB 1182904)

  1. Do you know the ID Number?
    If you have the incident number, KB article ID, or Documentation topic ID on hand, there is no need to mess with search terms at all. Simply search the number and just the number itself to find your article.

    YES
    NO

  2. Try to favor Singular words over Plural in the Search Phrase
    Infor recommends using singular words in your search phrase for better search results.
  3. Using Wildcards in the Search Phrase
    There are two wildcard characters (* and ?) available to use in the search phrase to expand your results. Wildcard characters serve to complete a word when you are not sure of the entire word. Wildcard characters apply to single words and not the entire phrase.

    Asterisk (*): Adding this to a word will add zero or more characters to the word to look for all words that include the characters provided. For example, searching for term “account*” will return results that start with account but can end with any number of letters after account. Words such as accounts, accounting, accounted would all be included in the search results.

    Question mark (?): Adding this to a word will add one character to the word to look for all words that include the characters provided. For example, searching for term “?ate” will return results that end in ate but can start with any one letter. Words such as late, date, rate, gate would all be included in the search results. If it was an asterisk instead (*ate), words such as elucidate, satiate, plate would also be included.

    Note: if you use the * in a word in the search phrase and the search engine finds too many matches, you may get no results returned.

  4. Using Special Characters
    The only special characters that are considered by the search are:
    • slash (/)
    • dash (-)
    • underscore (_)

    All other special characters (such as !,@,#,$,&) will be replaced by a space when the search is performed. These are not searchable.

  5. Types of Searches
    If your search contains just one word, regardless of the setting of the Search Exact Phrase checkbox, an “Exact Phrase” search will be performed. Only those KB articles/Documentation topics that include the word, a form of the word, or a synonym for the word, will be included in the search result. If your search phrase is “execute”, you should expect to see KB articles/Documentation topics including: execute, executed, executing, run, runs, and running in the search result.

If your search contains more than one word and Search Exact Phrase = unchecked, an “All of the Words” search is performed. If there is at least one result that contains all of the words in the search phrase, then the results are displayed. If there are no results that contain all of the words in the search phrase, then an “Any of the Words” search will be performed and all of the KB articles/Documentation topics that contain at least one word in the search phrase will be displayed in the search result.

If your search contains more than one word and Search Exact Phrase = checked, an “Exact Phrase” search is performed. If there is at least one result that contains the exact phrase, then the results are displayed. If there are no results that contain the exact phrase, then an “All of the Words” search is performed. If there is at least one result that contains all of the words in the search phrase, then the results are displayed. If there are no results that contain all of the words in the search phrase, then an “Any of the Words” search will be performed and all of the KB articles/Documentation topics that contain at least one word in the search phrase will be displayed in the search result.

Refer to the Search Terms Match filter on the search result page to see what type of search was performed:

  1. Search Exact Phrase Checked vs Unchecked

    If Search Exact Phrase is selected:
• Automatic spell correction is not performed. The search terms are searched as-is.
• “Noise words” are not removed from the search phrase.

    If Search Exact Phrase is NOT selected:
• Automatic spell correction is performed. There will also be a “Search instead for” option to search the original phrase with no correction.
• “Noise words” are removed from the search phrase.

  • You can surround a word with double quotes (“”) to avoid auto spell correction and noise word removal.

    • The numbers zero through nine (0, 1, 2, 3, 4, 5, 6, 7, 8, 9) are also considered noise words.
  • The individual letters of the English alphabet are also considered noise words.
  1. Infor General Recommendations
  • Use the Advanced Search options on the search criteria page only if you know for certain that the search result should include results with only those criteria.
  • On the search criteria page, select multiple product lines if you are unsure where an issue might originate.
  • When conducting a search, start with a simple search phrase and if too many results are returned, try adding more words to constrain the search result.
  • On the search result page, only use the filters on the right if you are certain that the search result should be filtered by those selections. If you are uncertain, you might consider modifying your search phrase.

Increase Security Employee Search Limit in Lawson Portal

While using Previous/Next on a record in Lawson portal, you may eventually stumble upon a pesky error message of:

Security search limit of X employees exceeded” (X being anywhere from 1-100+)

 Commonly this could happen when restricting user access via process level, department, etc.

What happens when you click next or previous while inquiring on employees is that Lawson is searching in blocks of records based on your specified search limit.

For example:

If the Employee Security Search limit is set to 10 and we click next to inquire on the next employee record in HR11.

Lawson searches the next 10 employee records to see if the user has access to them.  If they do not, you will get the error message: “Security search limit of 10 employees exceeded”.

When we get the error, we should be on employee record number 10 – meaning if we click next again, we will be on employee number 20 if we do not have access the next 10 records again.

 

Ideally we’d like to reduce clicking next 10+ times by increasing the search limit.

Solution:

HR00.1

Don’t forget to click CHANGE after adjusting Employee Search Limit

As seen above, changing the search limit to something higher like 100 or more can dramatically reduce the amount of clicks to get to the next record that the user has access to.

If we change it to 100 and the next employee record is #200, it will only take 2 NEXT clicks to get to that record.