Lawson Basic Navigation and Reporting - Keck School of ...
Lawson General Ledger Structure
The diagram below outlines Lawson's foundational structure:
Login to Lawson
1. Ensure that you have configured Internet Explorer for Lawson. Go to:
2. 2. Enter your MED User Name and Password. 3. Click LOGIN. Note: Passwords are case sensitive.
Tips and Tricks for Navigating in Lawson
Lawson Portal: Home page for Lawson, and the page seen at first login.
Lawson Logo: Clicking on Lawson logo on any page results in a return to the Portal Home page.
Navigation Pane: Collection of Bookmarks on the lefthand side of each page that can be used to jump to other pages in Lawson.
Content Pane: Area of the Lawson page that displays the screen currently being working on.
Conduct a Search: Type search term in Search Box on the upper right corner of the screen to conduct searches within Lawson.
Special Action Buttons: When "Special Actions" icon appears on a Form, it means that special actions are available. Clicking the icon pulls up a drop-down menu enabling the user to select a Special Action option.
Related Forms Drop Down: Drop-down menu (located in upper right corner of screen) that allows users to jump directly to the Forms that are related to the current Form.
Lawson Basic Navigation and Reporting
Accessing Help in Lawson
Using Form Help: Click on "?" in the upper right corner of screen brings up Help drop-down menu select "Form Help" pop-up window appears with Help menu for Form you are working on.
Using Field Help: Click on "?" in the upper right corner of screen brings up Help drop-down select "Field Help" when the cursor is placed in a field on a Form, a pop-up dialog window appears with instructions and information. Clicking on the Tab button also moves the cursor from one field to another.
Key Terms and Concepts
Term Company
Accounting Units Accounts Release
Forms
Inquire
Job Scheduler Print Manager
Definition Known as Department in Kuali.
Known as Account in Kuali.
Known as Object Code in Kuali.
"Release" in Lawson means "Approve". Many transactions require that they be released before they can be processed.
Common forms are GL95, GL 291, GL293, and RW100. Action used to refresh the screen. Any unsaved data will not be updated. View to confirm successful completion of job. Once the Report has successfully completed, the report can be viewed from Print Manager. The Report can also be viewed or printed in different formats (PDF or text), or exported.
Finding Forms
Using the Search Function: In the Search Text Box
on the upper right corner of the screen enter the Form
Code and press ENTER.
Reporting
Request a Report: 1. Type the Form Code in the search box, for
example: GL293. Press Enter. 2. The Income Statement screen is displayed. 3. Enter a Job Name and Job Description. The job name
cannot contain any spaces or special characters. 4. Complete the Parameters section to define the content
of your Report. 5. Click ADD. 6. Click SUBMIT to bring up the Submit pop up box. 7. Click SUBMIT again. Checking a Job Status: 1. Check status bar to confirm the Report was submitted
and completed successfully. 2. Click on the JOB SCHED button. 3. The Job Schedule Form is displayed. 4. If the Report has completed processing, it will appear
on the Completed Jobs tab. 5. If the Report is processing or is in the processing
queue, it will be on the Active or Waiting Jobs tab. Viewing the Report: 1. Click Related Forms. 2. Select Print Manager. 3. Double Click on the job to view the report.
Printing
Printing to PDF: 1. Click on VIEW OPTIONS to display the drop-down
menu. 2. Select a PDF layout. 3. The PDF is displayed. 4. Click PRINT to print to a local printer.
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Lawson Basic Navigation and Reporting
Hot Keys
Shortcut key combinations for performing specific actions in the Portal, on Forms, and in Reports:
Lawson Portal
Perform Submit Action Perform Close/Cancel Action Perform Refresh Action Perform Delete Action Perform Next Action Perform Previous Action Perform Page Up Action Perform Page Down Action Tab Page Up Tab Page Down Position in First Field Display Field Help Display Form Help Display Hotkeys Help Position in Navigation Bar Position in Search Box Open New Window Display Home Page
Lawson ERP Forms
Open/Select Field Context Move to Action Selection Perform Inquire Transaction Clear To End of Form Clear Entire Form Display Field Information Display Form Wizard Position Focus in Detail Position Focus in Detail Tab Region Scroll Next Field Value Scroll Previous Field Value Move to Next Row Move to Previous Row
Lawson ERP Reports
Active Jobs Waiting Jobs Complete Jobs Print Files
F12 Esc Ctrl+Shift+F5 Ctrl+Shift+D Ctrl+Shift+N Ctrl+Shift+P
PageUp
PageDn Ctrl+PageUp Ctrl+PageDn Ctrl+Alt+F Ctrl+Shift+H Shift+F1 Alt+K Shift+F7 Shift+F8 Ctrl+N Ctrl+Home
Enter F9 Ctrl+Shift+I Ctrl+Shift+K Ctrl+Shift+X Ctrl+Shift+O Ctrl+Shift+W Ctrl+Shift+PageUp
Ctrl+Shift+PageDn
Down Arrow Up Arrow Shift+Down Arrow Shift+Up Arrow
Ctrl+A Shift+W Ctrl+C Ctrl+P
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