Attaching Files to S3 Applications

1. Attaching Files to S3 Applications
Ian Morris

2. 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...

3. 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

4. Infor S3 Attachments

5. 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><_USC
H>email</_USCH><_DATA>TRUE</_DATA><_ATTR>T
RUE</_ATTR><_AOBJ>TRUE</_AOBJ><_OPM>M</_O
PM><_ECODE>FALSE</_ECODE></ATTACHXML>

6. 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

7. Attachments...
What does this mean to us?

8. Attachments...
● Allow S3 users to upload documents to the
server, attached to a particular record
– HR/ESS/MSS
– RQ/RQC
– PO
– PCARD
– AP
– Others...

9. HR
● Benefits proof documentation
– Marriage License
– Birth Certificate
● Employee data
– Resumé
– Performance reviews
– Confidentiality agreement

10. HR

11. 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

12. RQ/PO

13. 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

14. PCard

15. 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

16. AP

17. Demo

18. Code

19. Configuration Options
● Storage locations
● Contexts
– Sub contexts
● File types allowed
● File size limit

20. Configuration

21. 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

22. Recap
● Infor S3 attachments
● Actual attachments
● HR – RQ – PO – AP – ESS – MSS – RQC –
PCSS – others...

23. 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

24. Infor 10x Upgrade Boot Camp
June 18

25. Q/A?