Transcription

Requisitions Self-Service User GuideVersion 8.1April 2004Document Number RQSSUG-8101UW-01Procurement

Lawson Software, Inc., believes that the information described in this manual is accurate and reliable, andmuch care has been taken in its preparation. However, no responsibility, financial or otherwise, can beaccepted for any consequences arising out of the use of this material, including loss of profit and indirect,special, or consequential damages. No warranties extend beyond the program specification.The customer should exercise care to assure that use of the software and related documentation is in fullcompliance with the laws, rules, and regulations of the jurisdictions in which it is used.These materials are confidential unpublished works of Lawson Software, Inc. Contents of this publicationare copyrighted and cannot be reproduced in any form without the written permission of Lawson Software,Inc. The information contained herein is subject to change. Revisions may be issued from time to time,and Lawson Software, Inc., assumes no responsibility to advise customers of changes or additions.All brand or product names mentioned herein are trademarks or registered trademarks of LawsonSoftware, Inc., or the respective trademark owners. 2004 Lawson Software, Inc.All rights reservedPrinted in the United States of America

ContentsList of FiguresChapter 15Using This Guide7User Guide Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Global Support Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Documentation Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Chapter 2Requisitions Self-Service Overview11Requisition Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11How do I use Help? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Chapter 3Setting Up the Requisitions Self-ServiceApplication13Setting Up Prerequisite Applications . 14Setting Up Internet Object Services (IOS). . . . . . . . . . . . . . . . . . . . 15Setting Up the Inventory Control Application. . . . . . . . . . . . . . . . . . . 15Setting Up the Purchase Order Application . . . . . . . . . . . . . . . . . . . 16Setting Up the Requisitions Application . . . . . . . . . . . . . . . . . . . . . 16Setting Up the Search Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . 18Defining Categories (optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Setting Up the Punchout Feature. . . . . . . . . . . . . . . . . . . . . . . . . 19Chapter 4Creating a Requisition21Concepts in this Chapter. 22What Is the Shopping Cart?. . . . . . . . . . . . . . . . . . . . . . . . . . . . 22What Is the Search Catalog? . . . . . . . . . . . . . . . . . . . . . . . . . . . 22What Is a Special/Service? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22What Is a Shopping List?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23What Is the Express Order Option? . . . . . . . . . . . . . . . . . . . . . . . . 23What Is the Categories Option? . . . . . . . . . . . . . . . . . . . . . . . . . . 23What Is the Inquire Option? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23What Is the Profile Option? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23What Is the Punchout Feature? . . . . . . . . . . . . . . . . . . . . . . . . . . 24Procedures in this Chapter . 25Using the Search Catalog Option . . . . . . . . . . . . . . . . . . . . . . . . . 25Using the Shopping List Option. . . . . . . . . . . . . . . . . . . . . . . . . . 27Requisitions Self-Service User GuideContents3

Using the Express Order Option. . . . . . . . . . . . . . . . . . . . . . . . . . 29Using the Special/Service Option . . . . . . . . . . . . . . . . . . . . . . . . . 30Using the Inquire Option. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Using the Punchout Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Editing the Shopping Cart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Index4Contents39Requisitions Self-Service User Guide

List of FiguresChapter 4Creating a RequisitionFigure 1. Shopping List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Figure 2. Express Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Figure 3. Special/Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Figure 4. Inquire option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Figure 5. Line Item tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Figure 6. Line Basic tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Figure 7. Line Detail tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Figure 8. Line Accounting tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Figure 9. Line User Fields tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Figure 10. Line User Analysis tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Figure 11. Line Comments tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Requisitions Self-Service User GuideList of Figures5

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Chapter 1Using This GuideThe purpose of this user guide is to provide reference material for your dailyuse of the product and for your needs in Lawson training.This user guide contains procedures on basic and advanced features of theproduct. In addition, it provides information to help you understand how touse each procedure for your business processes.User Guide ConventionsThis user guide uses specific text conventions, visual elements, andterminology.Text ConventionsLawson user guides use the following standard text conventions.ThisRepresentsboldA key name or a function key name. For example, Shift isa key name and Help (F1) is a function key name.A value or command that you must type exactly as itappears.A program name or a file name.italicsA manual title or form name.An emphasized word or phrase.A placeholder for a user-defined value or variable.Follow the capitalization pattern of the placeholder. Forexample, “Type LAWDIR/print/username/jobname/stepnumber/FORMID. prt” instructs you to type the username, job name, step number, and form ID as follows: LAWDIR/print/jane/emplist/1/GL100.prt(F1)–(F24)A function key number. “Press Help (F1)” instructs you topress the key mapped for the (F1) function.Key1 Key2A key combination. “Press Shift FndNxt (F3)” instructsyou to press and hold down the Shift key and then pressthe FndNxt (F3) function key. Release both keys tocomplete the action.Requisitions Self-Service User GuideChapter 1Using This Guide7

ThisRepresents[]Optional parameters. You can type none, one, or moreof the parameters within the brackets. For example, thecommandqsubmit [-Un] [-jJobQueue -dDate -tTime]usernamejobnamemeans that you can type a specific job queue, date, ortime, or you can omit these parameters.[ ]Optional parameters. You can type only one of theparameters separated by a vertical line. For example, thecommandphraserpt[-n t] BaseLanguage [Translation]means that you can type either the n or t parameter; youcannot type both.A parameter that can be repeated. For example, thecommandscrgen [-scxvV] productline [systemcode[programcode.]]means that you can type any number of program codes.Visual ElementsLawson user guides use the following visual elements.STOP Information that you must know before you attempt the procedure orprocess.Need More Details? Check out the following concepts: Introduces a list of topics that provide additional or backgroundinformation. Each item in the list includes a cross-reference tothe information.Application integration. Events, required actions, or other consequencesthat are related to other Lawson applications.IMPORTANT Important information that you must consider when you performthe procedure.CAUTION Cautionaryinformation about actionsthat involve a risk ofpossible damage toequipment, data, orsoftware.8Chapter 1Using This GuideRequisitions Self-Service User Guide

WARNING Warninginformation about actionsthat involve a risk ofpersonal injury orirreversible destructionto the data or operatingsystem.TIP Supplementalinformation aboutpossible shortcuts tothe procedure or yourbusiness process.NOTE Supplementalinformation that mightbe of interest to youas you complete theprocedure.TerminologyThe following terms have precise meanings in Lawson documentation.TermMeaningaccessOpen a Lawson application form or subform.chooseStart a process.“Choose Add” instructs you to click a button or a link ona form to add a record to the Lawson system.clickPlace the cursor over an object (such as a button, link,or tab) and press the left mouse button.NOTE This description applies to a standard PC mousewith standard settings. You must translate the meaning of“click” to what is appropriate for your equipment.defineUse a Lawson form to create a new record for acompany, a vendor, a class, a code, or another entityused throughout the Lawson system.– or –Specify configuration parameters, printers, securityroles, data areas, and so on.runSend data for processing. For example, run a reportor batch job.selectIdentify an item to process. Selecting an item does notstart a process.To select an item, place the cursor over an item andthen click.If you use character-based mode, highlight an item toselect it. Sometimes, you must also press Mark or Nextor choose OK.typePress keyboard keys to enter information in a field, thenmove the cursor to the next field.At a command line, type the letters exactly as written inthe procedure, then choose OK.Requisitions Self-Service User GuideChapter 1Using This Guide9

TermMeaningOKChoose OK to save or process the data that you enteredon the current form. "Choose OK" instructs you to click a button or alink on a form. An "OK" button might be labeled"Update" or show a check mark. An "OK" link mightbe labeled "OK." "Choose OK" instructs you to press the keyboardkey mapped as Enter.Product DocumentationLawson offers the following product documentation: Online help User guides and manuals Release notes and installation instructions Enhancement and patch documentationTo find Lawson documentation, see the user interface orhttp://support.lawson.com. To obtain a login password and ID for the Supportsite, see your organization’s Lawson contact or your Lawson client manager.Global Support CenterLawson Global Support Center (GSC) services are available to all Lawsoncustomers who are on maintenance support for Lawson products. See theGlobal Support Manual for the following information: What information to gather before you contact the GSC How to contact the GSC How the GSC processes your request How to receive enhancements and patches Which services are standard maintenance and which services are billableTo find the Global Support Manual, see http://support.lawson.com. To obtaina login password and ID for the support web site, see your organization’sLawson contact or your Lawson client manager.Documentation ContactWe welcome your questions or suggestions about Lawson documentation.Please send comments to [email protected] 1Using This GuideRequisitions Self-Service User Guide

Chapter 2Requisitions Self-Service OverviewThe Requisitions Self-Service application lets you create requests withdemand on stock and demand on vendors, and process, view and modifyrequisitions.This chapter provides a high-level overview of the Requisitions Self-Serviceapplication and includes information about the application’s major processesand integration with other Lawson and non-Lawson products.Requisition ProcessingThe Requisitions Self-Service application can be divided into three mainprocesses: setup, create, and view and modify requisitions. This sectionprovides an overview of these processes.Setting Up RequisitionsWhen you set up the Requisitions Self-Service application, you must considerthe requesting needs for your central reporting structure. Specifically, youmust determine the number of requesters, requesting locations, and theapproval levels needed, if any. Additional web component setup is al