attaching files to s3 applications

Attaching Files to S3 Applications

Ian Morris

Agenda

What are Infor-delivered S3 attachments?

A more straight forward approach?

Where can we use this approach in HR, RQ, PO and PCard?

Demonstration.

How to make it work for you...

Ian Morris

● Lawson Technical Consultant 1996– Development, installations, problem solving, pre-

sales, BPM, LBI, E/MSS, RQC customization, custom JavaScript/HTML

● Became a Lawson Customer in 2008● Independent consultant 2014● Nogalis – Alliance Partner

Infor S3 Attachments

APIs

● Writeattach● <ATTACHXML><_AESC>IE</_AESC><_ANAM><!

[CDATA[test]]></_ANAM><_ATXT><![CDATA[mailto%3Ajoe.bloggs@yahoo.com]]></_ATXT><_OUT>XML</_OUT><_PDL>LIVE</_PDL><_FN>EMPLOYEE</_FN><_IN>EMPSET1</_IN><K1>0001</K1><K2>000000102</K2><_ATYP>U</_ATYP><_AUDT>A</_AUDT><_USCH>email</_USCH><_DATA>TRUE</_DATA><_ATTR>TRUE</_ATTR><_AOBJ>TRUE</_AOBJ><_OPM>M</_OPM><_ECODE>FALSE</_ECODE></ATTACHXML>

APIs

● /cgi-lawson/getattachrec.exe?_OUT=XML&_PDL=LIVE&_FN=EMPLOYEE&_IN=EMPSET1&K1=0001&K2=000000102&_ATYP=U&_AUDT=A&_USCH=email&_KS=zz&_OPM=A&_DATA=TRUE&_ECODE=FALSE&_ATTR=TRUE&_AOBJ=TRUE&_AESC=IE

Attachments...

What does this mean to us?

Attachments...

● Allow S3 users to upload documents to the server, attached to a particular record– HR/ESS/MSS

– RQ/RQC

– PO

– PCARD

– AP

– Others...

HR

● Benefits proof documentation– Marriage License

– Birth Certificate

● Employee data– Resumé

– Performance reviews

– Confidentiality agreement

HR

RQ

● Requester enters requisition for facilities work to be performed (new windows for example)

● After setting up a budget and creating an S3 activity, the requester itemizes the tasks and costs of the project in an Excel spreadsheet and attaches the spreadsheet to the requisition

● During the buyer bidding process, the bids are attached to the requisition as well. The project tasks and bids are now available as the requisition is passed along the approval chain

RQ/PO

PCard

● A PCard user is prompted via an automated email to approve charges on their statement (which was interfaced from the bank as part of standard functionality)

● They scan/photograph their receipts and attach them to the appropriate record in PCSS

● The attachments are available to the card administrator who approves the charges

PCard

AP

● After receiving an invoice from a vendor and entering the details into AP, the invoice is attached to the record

● The attachment is available in the approver's inbasket screen for review

AP

Demo

Code

Configuration Options

● Storage locations● Contexts

– Sub contexts

● File types allowed● File size limit

Configuration

Reporting

● Determine which records do not have attachments

● Also which records have attachments of a certain type and date. For example a non-compete clause or notice of completion of harassment training

Recap

● Infor S3 attachments● Actual attachments● HR – RQ – PO – AP – ESS – MSS – RQC –

PCSS – others...

Recap

● The attachment software will be available from the Nogalis for free.

● Comprises Java servlet and HTML/JS pages● Requires small customization to Infor S3 form

Infor 10x Upgrade Boot Camp

June 18

Q/A?