Lawson Smart Client Advanced (SMCA)

Neither this document nor any part of it may be copied or reproduced in any form or by any means or translated into other languages without the prior consent of Lawson Learning. Document Control Template Version Document Version Release Date Last Review Date Previous Release Date Owner of Document Approved By Name of File Software Version Software Environment Legal Notices Lawson does not warrant the content of this document or the results of its use. Lawson may change this document without notice. Export Notice: Pursuant to your agreement with Lawson, you are required (at your own expense) to comply with all laws, rules, regulations, and lawful orders of any governmental body that apply to you and the products, services or information provided to you by Lawson. This obligation includes, without limitation, compliance with the U.S. Foreign Corrupt Practices Act (which prohibits certain payments to governmental officials and political parties), U.S. export control regulations, and U.S. regulations of international boycotts. Without limiting the foregoing, you may not use, distribute or export the products, services or information provided to you by Lawson except as permitted by your agreement with Lawson and any applicable laws, rules, regulations or orders. Non-compliance with any such law, rule, regulation or order shall constitute a material breach of your agreement with Lawson. Trademark and Copyright Notices: All brand or product names mentioned herein are trademarks or registered trademarks of Lawson, or the respective trademark owners. Lawson customers or authorized Lawson business partners may copy or transmit this document for their internal use only. Any other use or transmission requires advance written approval of Lawson. Copyright 2006 Lawson Software. All rights reserved. Arena Katarina Kaste Lawson Learning SMCA_Lawson Smart Client Advanced_Workbook_1.0.doc 3.3 1.0 16-Nov-07 5-Dec-07

2. Smart Client Advanced_Workbook_1.0.doc Page 1 of 28

Copyright Lawson

Table of Contents
TABLE OF CONTENTS 1 INTRODUCTION 1.1 1.2 1.3 1.4 1.5 1.6 2 3 Using this Workbook Topics Covered System Prerequisites Knowledge Prerequisites Course Objectives Course Agenda 2 3 3 3 3 3 3 4 5 6 6 7 8 8 8 10 10 11 13 15 16 17 18 19 20 20 20 22 22 23 23 24 27 27

CONCEPT PROCESS FLOW MANAGING PERSONALIZATION 3.1 3.2 3.3 3.4 3.5 Personalization Storage Global and Role Personalization Updating Personalization Personalization Lookup and Priorities Enable and Disable Personalization

SCENARIOS - PERSONALIZATION OF MFORMS 4.1 4.2 4.3 4.4 4.5 4.6 4.7 4.8 Create Hyperlinks Create Conditional Styles Add Shortcuts Edit Labels Edit Tab Order Show/Hide Fields Personalized Scripts Show/Hide Personalized Settings

SCENARIOS - HINTS AND TIPS 5.1 5.2 5.3 5.4 5.5 5.6 5.7 Export to Excel Favorites User Settings Item Toolbox Example Service Process Example Google Lookup Example Additional Hints and Tips

REVIEW 6.1 Test

2. Smart Client Advanced_Workbook_1.0.doc Page 2 of 28

Copyright Lawson

1 Introduction
This is a four-hour Lawson Learning level 2 course for Lawson Smart Client from a user perspective. Lawson Smart Client user interface is a core element of the overall M3 7.1 applications release. With this user interface, Lawson is redefining how people will interact with their Lawson applications. Smart Client is an easily deployed and managed client application located on a central server. It delivers an intuitive user interface that allows user-specific customization and personalization to put the right tools and information on every user's screen.

1.1 Using this Workbook

The workbook is designed to follow a logical topic flow and generally follow the instructors discussion of topics. Blank lines are provided for you to write answers to questions and record information for activities.

1.2 Topics Covered

In this course, you will learn additional features of how to use Lawson Smart Client. This includes: Personalization Concept Personalization Process Personalization of Smart Client Hints and Tips At the end of the course, you will take an assessment to check your understanding.

1.3 System Prerequisites

The system prerequisites are: Access to the Lawson Arena Education environment Smart Client installed on client

1.4 Knowledge Prerequisites

This course is designed for key users at new clients and upgrade customers, as well as Lawson Professional Services consultants and Lawson Business Partners. To fully benefit from this course, it is recommended that participants have successfully completed the Lawson M3 Smart Client Introduction or otherwise achieved the equivalent knowledge.

1.5 Course Objectives

By the end of this course, you should be able to: Explain the purpose and advantages of personalization Configure the toolbox area
2. Smart Client Advanced_Workbook_1.0.doc Page 3 of 28
Copyright Lawson

Configure hyperlinks Rename field headings Remove unwanted fields from panels Edit the tab order Create conditional styling of panel content Link personalized scripts to a panel

1.6 Course Agenda

Lesson Description Introduction 1 Concepts Objectives Introductions Objectives and expectations Explain the purpose and advantages of personalization Describe process flow for creating personalization Configure the toolbox area Configure hyperlinks Rename field headings Remove unwanted fields from panels Edit the tab order Create conditional styling of panel content Link personalized scripts to a panel 4 Hints and Tips Describe examples of how to use the personalization Review understanding by answering test questions

Process Flow

Personalization of Smart Client

Review

2. Smart Client Advanced_Workbook_1.0.doc Page 4 of 28

Copyright Lawson

2 Concept
What is the purpose of personalization? Why have we created the tools that exist in Smart Client? When do you use personalization? What parts does personalization contain? Results Uses

Refer to the following Personalization overview.ppt

Describe why the Smart Client personalization has been developed. What were the problems with customizing earlier M3 user interfaces? _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________

When would you use the personalization? _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________

Describe the results and the uses of the Smart Client personalization. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________

2. Smart Client Advanced_Workbook_1.0.doc Page 5 of 28

Copyright Lawson

3 Process Flow Managing Personalization

The process flow for managing the personalization has four major steps: o o o o The Personalization Process Decide what roles that are needed in your company Analyze what personalization is needed Create the personalization with one user Copy the personalization from that user to the role

Refer to the following Personalization overview.ppt

3.1 Personalization Storage

Personalization data is stored on the Workplace (MNE) server in a folder called Customizations, located in the data folder for MNE. The Customizations folder contains one folder for each user that has created a personalization. The folder name is the same as the user ID. The user folder contains a folder structure with one XML file for each customized program. The files are named <PROGRAM NAME>.xml.

2. Smart Client Advanced_Workbook_1.0.doc Page 6 of 28

Copyright Lawson

Personalization Storage

3.2 Global and Role Personalization

In additions to user-specific personalization, you can create personalization for specific roles or global personalization for all users. The roles are created in the M3 program Roles. Open (MNS405). The users are linked to one or several roles in Roles per User. Connect (MNS410). The same roles are used for setting up security settings in M3. Both global and roles personalization are stored in the same way as user customizations, but the folder is named after the role ID in (MNS405) for role personalization or using the name GLOBAL_CUSTOMIZATIONS for global personalization. M3 Roles

Global and role personalization are created by adding personalization files to the role folders or the GLOBAL_CUSTOMIZATIONS folder. The easiest way is to create personalization with one user and then copy the personalization files for that user to the role folder or the GLOBAL_CUSTOMIZATIONS folder. To remove global or role personalization, simply delete the files for the programs that should no longer be personalized.

2. Smart Client Advanced_Workbook_1.0.doc Page 7 of 28

Copyright Lawson

3.3 Updating Personalization

New personalization files can be deployed to the Customization folder on the MNE server at any time. For users that log on after the new personalization is added, these will be available directly. For existing user sessions that have cached personalization, the users must log out and log in again to obtain the updated personalization.

3.4 Personalization Lookup and Priorities

The MNE server will use different modes for loading personalization depending on the settings for the current user. The modes are User, Central, or None and are described below: None No search for personalization is done. Used when personalization is disabled globally or for the user. Central--Role and global personalization are searched. Roles are searched first and then global. The first hit is returned. User Does the same search as for Central but also searches the user personalization. There can be two hits if the same program has both a user and central personalization. The result from the personalization search can be one, two or zero personalization files and the content of these are embedded in the response to the Lawson Smart Client. If the Lawson Smart Client receives one central and one user personalization, it will merge the two on a panel level. User personalization has priority over central personalization.

3.5 Enable and Disable Personalization

Personalization can be enabled or disabled using the setting EnableCustomization in the settings file Mforms.xml. This setting could be controlled by policies to allow different values for different users. There is another setting called EnableUserCustomization that determines if a user is allowed to create new or modify existing personalization. This setting can also be controlled by policies if some users should be allowed to personalize while other users should not. If personalization is enabled, but user personalization is disabled for a user, that user can still see global or role personalization but will not be able to change them.

What are the main steps in creating personalization? __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________

2. Smart Client Advanced_Workbook_1.0.doc Page 8 of 28

Copyright Lawson

What is the purpose of having roles? _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________

What is important to think about when analyzing the personalization needed? _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________

2. Smart Client Advanced_Workbook_1.0.doc Page 9 of 28

Copyright Lawson

4 Scenarios - Personalization of MForms

4.1 Create Hyperlinks
Hyperlinks are used to navigate directly from a value in a table to a specified location, such as, in this case, from a list view to another M3 program instead of using a related option. Workflow In the program Customer Order. Open Line Toolbox, you have a lot of related options, but when using a related option you first have to mark the line and then select the option. A quicker way of launching often used related options would be to create hyperlinks. Your task is to link the related option 15=Allocation to the allocated quantity and the related option 34=Material Plan to the planning date. Steps 1. Start the program Customer Order. Open Line Toolbox (OIS301). 2. Select the Tools menu and the menu option Personalize/Create Hyperlinks. 3. The Create Hyperlinks panel is displayed. Here it is possible to create a hyperlink by selecting a field and the action you want to perform. The existing hyperlinks are displayed in the list Created hyperlinks. 4. In the field Field select Alloc qty (ALQT) and in the field Related option select Allocation (15). Click Add. 5. In the field Created hyperlinks a record has been created. 6. Repeat the steps to create a link using Pl dt (PLDT) in Field and Material Plan (34) as Related Option. Click Add. 7. You now have two hyperlinks. Click Close to return to the B panel of (OIS301). 8. Click Refresh to update the view. 9. The allocated quantity and planning date fields are now underlined and in blue color to mark that there exist hyperlinks. Instead of marking a line and then select related option 34Material Plan, it is possible to simply click the planning date of the record in which you are interested. In the same way, it is possible to click the allocated quantity of a line to directly open the related option 15-Allocation. 10. Enter a selection in the Status fields to see active orders. 11. Click the planning date to test the hyperlink. 12. Material Plan. Open (MMS080) is opened. Material requirements planning is used to transform incoming demands to appropriate order proposals that relieve a shortage. From the material plan, the planner can get an overview of the actual

2. Smart Client Advanced_Workbook_1.0.doc Page 10 of 28

Copyright Lawson

situation and take action to prevent possible planning shortages. Click Close to return to (OIS301). Summary You have now learned how to create hyperlinks. Give an example of when you would use a hyperlink: _________________________________________________________ _________________________________________________________

4.2 Create Conditional Styles

The conditional styles allows adjustments to content, coloring, and styling based on values in the field. The conditional styles are used to enhance and clarify. Workflow In the program Customer Order. Open Line Toolbox, there is a lot of information regarding the customer orders and it might be a bit difficult to interpret. Your task is to change the status code to words instead of numbers and mark the unallocated lines with red color. Steps 1. Start the program Customer Order. Open Line Toolbox (OIS301). 2. Select the Tools menu and the menu option Personalize/Create Conditional Styles. 3. The 'Conditional Styles' pop up window is displayed. Existing styles are displayed in the list. To create a new conditional style for a field, click New. 4. The rules for a style are created by selecting a field and a condition to use for the comparison. The next step is to choose whether you want to compare the field with another field, a value or a range of values. Start by clicking the Field dropdown menu. 5. As the goal is to exchange the numeric values of the status codes for descriptions, the field for status should be selected. Click 'His (ORST)'. 6. Keep the Condition as '= (Equal to)'. 7. The example you should use in this case is to exchange the status code 33 for the description 'Allocated'. Click the field Value and type 33 in the field. 8. Click Next. 9. In the formatting panel, selections are made regarding text, color, style, and icon to display. At the bottom, you have a Preview cell that displays the result. In this case, you should enter the description you want to see in the list view in the Text field. Type Allocated in the Text field.

2. Smart Client Advanced_Workbook_1.0.doc Page 11 of 28

Copyright Lawson

10. If you create conditional styling that exchanges the original values with other descriptions, it is recommended that you show the original value as a tooltip. Click the checkbox 'Show original value as tooltip'. 11. The rule is that, when the value of the status field is equal to 33, the text 'allocated' will be displayed in the list view. To make the status more visible, add a color to the style. Click the cell color drop down menu. 12. Select among the available colors and click, for example, the yellow color. 13. In addition, it is possible to change the text color and the text style, but this time stay with black text and normal font. Click Next to save the formatting. 14. In the last panel of creating the conditional style, enter a description for the style and select to activate it. The condition and a preview are displayed. Type 'Status 33' in the Description field. 15. When everything is ready, click the Finish button to complete the creation of the conditional style. 16. The new style is displayed in the list of existing conditional styles. Click Close. 17. In (OIS301) enter a search of 20-33 as Status and click Apply. 18. Look at the column status column. Instead of 33, the value is now Allocated. To make the information consistent, it would be proper to enter rules for all the other status codes in the same way. In the list view the status code 33 has now been exchanged by the text allocated. The question you would have to consider, then, is if each single value (33, 34, etc.) should have a text on its own or if all statuses starting with 3 should have the text Allocated. It is important that the view is not misleading after the styling is done, so be careful when doing these types of changes. Next step is to create a new style that distinguishes the lines that have a quantity that remains to be allocated. 1. Select the Tools menu and the menu option Personalize/Create Conditional Styles. 2. Click New to create a style. 3. As the purpose is to distinguish all unallocated lines with red color, the field for status should be selected again. 4. Click 'His (ORST)'. 5. The Condition has to be changed because this rule cannot use the 'Equal to' as there is more than one status value for unallocated lines. There are several possible Conditions that could be applicable in this case, for example: o < (Less than) 30 o <= (Less than or Equal to) 29 o Starts with 2

2. Smart Client Advanced_Workbook_1.0.doc Page 12 of 28

Copyright Lawson

6. Select '<= (Less than or Equal to)'. Click the field Value and type 29 in the field. 7. Click Next. 8. In the Work with Formatting window, change the Cell color to red (browse and pick among available colors). 9. Mark the field Enable style for entire row. 10. Click Next. 11. In the Finalize and Preview Style window, type Unallocated in the Description field. 12. Click Finish. 13. The new rule is displayed in the Create Conditional Styles window. Click Close. 14. In (OIS301,) enter a search of 20-33 as Lowest status and click Apply. 15. Note that the lines with a status less than 30 are red. Summary You have now learned how to create conditional styles. Give an example of when you would use conditional styling: _________________________________________________________ _________________________________________________________ _________________________________________________________

4.3 Add Shortcuts

To the right side of each panel a toolbox area has been added. The purpose is to be able to create the applicable shortcuts to related options and actions. Workflow In the program Customer Order. Open Line Toolbox, there is a lot of available related options and actions and it is a bit tricky to find the correct ones in the long list. Your task is to configure the toolbox area to add shortcuts for the most common related options and actions and to group these under different headlines to get a better structure. Steps 1. Start the program Customer Order. Open Line Toolbox (OIS301). 2. Select the Tools menu and the menu option Personalize/Add Shortcuts. 3. The Shortcuts window is displayed. To the left there is a list of the Available options and to the right there is a list of the selected
2. Smart Client Advanced_Workbook_1.0.doc Page 13 of 28

Copyright Lawson

options. The available options are of three categories; Function keys, List options, and Headings. Select Heading. 4. Below, an input field for the Heading opens up. Type Main Activities. 5. Click the > button. The Heading Main Activities has been added to the Selected options list. 6. Change the category to List options. 7. The first shortcut should be to 'Allocation. Perform Detailed' (MMS121). Select Allocation (15) and click the > button. 8. The Selected options list now has the header 'Main Activities' and one shortcut 'Allocation (15)'. Now add a shortcut to CO Delivery. Display Lines' (OIS356). 9. Select 'Dely lines' (33) and click the > button. 10. The last Main Activity shortcut in this example is 'Customer Order. Reschedule' (OIS130). 11. Select 'Reschedule (41)' and click the > button. 12. The first heading, 'Main Activities,' now has the related options for Allocation, Delivery lines, and Reschedule. Now create the heading 'Supporting activities' with the related options Delivery Toolbox and Supply Chain. Start by adding another heading for the Supporting activities. Click the 'Available options' dropdown menu. 13. Select Heading. 14. Type in 'Supporting Activities' as the heading and click the > button. 15. Below this new heading, another two shortcuts should be added so change the 'Available options' to 'List options'. 16. The first shortcut should be to 'Delivery. Open Toolbox' (MWS410). Select 'Delivery Toolbox (43)' and click the > button. 17. The second shortcut should be to 'Active Supply Chain. Display' (MWS150), list option 'Supply Chain (45)'. 18. Now both headings and all shortcuts have been added to the Selected options list. To make the list easier to read, add a separator line before the second heading. At the top of the list of list options you find <Separator>. Add this to the selected options. 19. The Separator is added to the end of the list, but it needs to be moved up above the Supporting Activities heading. Click the Move Up button until the Separator is in the correct position. 20. Click Save to return to the Customer Order Toolbox. 21. View the result of the personalization in the toolbox area. The two headings with the different shortcuts are displayed. The separator makes the grouping of the shortcuts more obvious. 22. Test the shortcuts by marking a line and then clicking the applicable shortcut.

2. Smart Client Advanced_Workbook_1.0.doc Page 14 of 28

Copyright Lawson

Summary You have now learned how to create shortcuts. Give an example of when you would use shortcuts: _________________________________________________________ _________________________________________________________

4.4 Edit Labels

The possibility to edit labels gives the opportunity to easily change a default label to the terminology you are familiar with instead of what is delivered as standard. Workflow In the program Item. Open, there are a lot of headings regarding different aspects of an item such, as item group, product group, etc. It is common that customers have other names for these groups. Your task is to change a couple of headings in the item master. Change the descriptions of Item group to X-code and Product group to Y-code. Steps 1. Start the program Item. Open (MMS001) and open panel E. 2. Select the Tools menu and the menu option Personalize/Edit labels. 3. The Edit labels window is displayed. 4. Change the label Item group to X-code. 5. Change the label Product group to Y-code. 6. Click Save and view the result of the personalization regarding the labels. 7. Panel E is displayed again using the new labels. The two headings, item group and product group, have been changed to X-code and Y-code. Summary You have now learned how to edit labels. Give an example of when you would edit labels: _________________________________________________________ _________________________________________________________

2. Smart Client Advanced_Workbook_1.0.doc Page 15 of 28

Copyright Lawson

4.5 Edit Tab Order

The possibility to edit the tab order gives the opportunity to create a logical workflow in a panel. Workflow It is important that the creation of new orders is as smooth as possible to make the workflow efficient. One way is to edit the tab order so that the cursor only moves to the fields that are used. Of course, you have to combine this with the correct panel sequence to get the most efficient process. You should use the opening panel A and the panel sequence G5. Your task is to change the A panel of Customer Order. Open (OIS100) so that the cursor starts on the Customer field and then moves to the Requested delivery date. In the G panel, the tab order should be Customer order number and Your reference. Steps 1. Start the program Customer Order. Open (OIS100) and open panel A. 2. Select the Tools menu and the menu option Personalize/Edit Tab Order. 3. The Edit Tab Order window is displayed. Click Clear All to remove the defaults. 4. Enter the following numbers: o Customer = 1 o Requested delivery date = 2 5. When you have set your preferred tab order, save your changes. Click Save. 6. Panel A is displayed again. Click the Refresh button and the cursor is moved to the Customer field. 7. Browse and select a Customer number. 8. Click Tab. 9. The cursor is moved to the Requested delivery date field. Enter tomorrows date. 10. Click Next. 11. The panel sequence is, in this case, set to G5 as the order taker wants to enter some customer data before creating the order lines. To make this as efficient as possible, the tab order should also be amended in this panel. Select the Tools menu and the menu option Personalize/Edit Tab Order. 12. The Edit Tab Order window is displayed. Click Clear All to start with all fields blank. 13. Enter the following numbers: o Customer order number = 1 o Your reference = 2 14. Click Save.
2. Smart Client Advanced_Workbook_1.0.doc Page 16 of 28
Copyright Lawson

15. Back in the G panel, the curser is placed in the 'Customer order number' field since that had tab order number 1. Type in a number. 16. To move to the 'Your reference field,' use the tab key. 17. In the 'Your ref 1' field, enter the name of the reference person at the customer. 18. The necessary information has been entered. Click Next to proceed in the customer order flow. Summary You have now learned how to edit the tab order. Give an example of when you would edit the tab order: _________________________________________________________ _________________________________________________________

4.6 Show/Hide Fields

The possibility to show/hide fields on a panel gives the opportunity to hide fields the customer is not using in order to make the panels less cluttered. Workflow In the program Item. Open, there are a lot of fields and most customers have at least some of these that they do not use. Your task is to remove the fields Revision no and ECO managed from the E panel of Item. Open (MMS001). Steps 1. Start the program Item. Open (MMS001) and open panel E. 2. Select the Tools menu and the menu option Personalize/Show/Hide Fields. 3. The Show/Hide fields window is displayed. The task is to hide the fields that are not used: o Drawing number o Accounting control object o Business area o Revision number o ECO managed 4. The way to hide the fields is to unmark the checkboxes for both the labels and the fields. 5. When all applicable checkboxes have been unmarked, save your changes. 6. Click Save. 7. Panel E is displayed again hiding these fields. View the result of the personalization regarding the show/hide functionality. The panel looks less cluttered and emphasizes the remaining fields.

2. Smart Client Advanced_Workbook_1.0.doc Page 17 of 28

Copyright Lawson

Summary You have now learned how to hide fields. Give an example of when you would hide fields: __________________________________________________________ __________________________________________________________

4.7 Personalized Scripts

With the personalized scripts, it is possible to attach java scripts to any M3 panel. Use this to modify existing content or add new content to the panel. Workflow In 'STR Agreement. Open' (STS100), rental agreements are created. It would be very useful to be able to jump to the rental invoices from this view, but, unfortunately, there is no such related option. Your task is to create a button linked to a script that opens 'STR Invoice. Display/Credit' (STS350). Steps 1. Start 'STR Agreement. Open' (STS100). 2. On panel B, select the Tools menu and the menu option Personalize/Personalized Scripts. 3. The Personalized Scripts window is displayed. The script has to be linked to a target. Available targets are, for example, the fields existing on the panel. In this example, we want a general target and not a specific field. Select the target List (ListView). 4. In the Script field, you enter a name of a script that you know is deployed on the server. In this example, we use a predefined script to create a button that links to another M3 program. Type LaunchM3ProgramButton. 5. In the Argument field you define input parameters to the script. In this script as follows: 1.Value= The M3 Program to open when the button is clicked 2.Value= The label on the button (the text you see) 3.Value= The X position on the panel (the grid) 4.Value= The Y position on the panel (the grid) 5.Value= Button Width 6.Value= Button Height Your button should have the label Invoices and open 'STR Invoice. Display/Credit' (STS350), therefore type: STS350,Invoices,55,2,10,1 6. When the details have been entered, save the script. 7. Close the Script window. 8. To see the result of the script, refresh the (STS100/B) panel. 9. A new button with the text Invoices is displayed. This links to 'STR Invoice. Display/Credit' (STS350). Click the Invoices button to test the link.
2. Smart Client Advanced_Workbook_1.0.doc Page 18 of 28
Copyright Lawson

Summary You have now learned how to use a personalized script. By passing program, label, and position as parameters, you can use the same script for any program anywhere on any panel. Give an example of when you use personalized scripts: _________________________________________________________ _________________________________________________________ _________________________________________________________

4.8 Show/Hide Personalized Settings

The possibility to Show/Hide the Personalized Settings can be used when you would like to see the panels in their standard version. Workflow If there is something that you think works in a strange way in a workflow, it is recommended to hide the personalized settings and test the flow in the standard version. Your task is to hide the personalized settings in the E panel of Item. Open (MMS001). Steps 1. Start the program Item. Open (MMS001) and open panel E. 2. Select the Tools menu and the menu option Personalize/Show/Hide Personalized Settings. 3. In the pop-up window, click OK. 4. Click the Refresh button to update the screen. 5. Panel E is displayed again showing the fields that were hidden by the personalized settings and with the original labels. Summary You have now learned how to hide the personalization. Give an example of when to hide the personalized settings: _________________________________________________________ _________________________________________________________

2. Smart Client Advanced_Workbook_1.0.doc Page 19 of 28

Copyright Lawson

5 Scenarios - Hints and Tips

5.1 Export to Excel
The possibility to export the content of a list view to excel can be used to create a list of customers, items, etc. Workflow In the program Customer Order. Open Line Toolbox (OIS301), select the rows that are likely to be delayed due to availability problems and export these to excel so that you can create a check list for these orders. Steps 1. Start the program Customer Order. Open Line Toolbox (OIS301/B). 2. In the header, click Delayed lines and then Apply. 3. Mark the lines. 4. Select the Tools menu and the menu option Export to Excel. 5. Excel is launched and column headers and the values for the lines are exported to the Excel sheet. Summary You have now learned how to export contents in a list view to Excel. Give an example of when to export records to Excel: __________________________________________________________ __________________________________________________________

5.2 Favorites
The field Favorites is a tool that enables saving a list of the most commonly used values for a field. Favorites can be used both on fields with predefined values and text fields. Workflow In this scenario, the task is to enable favorites for Your reference field on a customer order. This can be very useful if your customer has a couple of different contact persons that place the orders. Steps 1. Start the program Customer Order. Open (OIS100). 2. In F13=settings, set the panel sequence to G5, opening panel to A, and order type to 100. 3. In (OIS100/A), create a customer order for customer 70007. 4. Enter tomorrows date as the Requested delivery date and select Next. 5. In the (OIS100/G) panel, the reference information is entered.
2. Smart Client Advanced_Workbook_1.0.doc Page 20 of 28
Copyright Lawson

6. Right click on the 'Your ref 1' field. 7. Click Personalize. 8. Click 'Enable Favorites.' 9. Enter the name of the reference person for this order, for example, 'Tom Smith.' 10. When the field favorites tool is enabled, this field will remember the text entered so that it can be reused on other orders. Click Next. 11. Work with Customer Order. Open Line (OIS101). 12. Enter 174 as the Whs. 13. Enter 702010 as the Item and enter 1 as the Order qty and select Add. 14. The customer order is ready. Click Close. This order is ready for the rest of the order flow. Now, return to OIS100/A and create a new order. 1. In (OIS100/A), create another customer order for customer 70007. 2. In panel G, the system will recognize the name you used last time when you start typing it. Type T in the 'Your ref 1' field. 3. As soon as you start typing the name, the favorites list is displayed and it is possible to select a name from the list. 4. Select 'Tom Smith'. The name has been entered in the field much quicker than if you had to type the entire name. If Tom was the only reference person for this customer, you would enter his name in the customer master, but if there are a number of different contacts, this can be very time saving. When using other values in this field, they are also added to the list. There is a built in logic in the list that is a combination of latest and most commonly used values at the top of the list. The list can hold up to seven different values. 5. Change the reference person on the order to another name a couple of times until you have a little list to test how this works. Summary You have now learned how to enable field favorites. Give an example of when to use favorites: _________________________________________________________ _________________________________________________________

2. Smart Client Advanced_Workbook_1.0.doc Page 21 of 28

Copyright Lawson

5.3 User Settings

In Smart Client, the user settings for M3 is called MForms Settings. The settings can be accessed from the Settings menu or from any M3 program using the Tools menu. Workflow In this scenario, the task is to amend the user settings for the alignment of the labels. Steps 1. Start the program Item. Open (MMS001). 2. Open an item record (MMS001/E). 3. Select the Tools menu and the menu option User Settings. In the settings, there are a number of features that did not exist in the old user interface, such as settings for the toolbox area that you learned to configure in the 'Add Shortcuts' scenario and the possibility to display tooltips for labels and help text. Another new setting is the possibility to right-align labels. 4. Click the Right-align labels checkbox. 5. Click Save. 6. Refresh the view to update with the new changes. 7. View the result of the user settings. The labels to the fields are now right-aligned instead of left-aligned which, for some users, might be easier to read. Click Close. Summary You have now learned how to change the user settings. Give an example of when to configure the user settings: __________________________________________________________ __________________________________________________________

5.4 Item Toolbox Example

This example is used to illustrate how to combine M3 search tools, such as inquiry types and panel versions, with the smart client personalization. Conditional styling is used to point out the important issues in the item toolbox and then shortcuts have been added to facilitate a smooth process for amending the issues. Refer to the following: Learning Accelerator TryMe Item Toolbox Example.

2. Smart Client Advanced_Workbook_1.0.doc Page 22 of 28

Copyright Lawson

Summary You have now seen an example of how personalization can be used to improve ordinary M3 toolbox views. Give an example of how personalization can be used in toolboxes: _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________

5.5 Service Process Example

This example is used to illustrate how to use the smart client personalization in a service order flow to enhance the process. Conditional styling is used to point out the important issues and hyperlinks and shortcuts have been added to facilitate a smooth service process. Refer to the following: Learning Accelerator TryMe Service Process Example. Summary You have now seen an example of how personalization can be used to improve ordinary M3 order flows. Give an example of how personalization can be used: _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________

5.6 Google Lookup Example

This example is used to illustrate how to use a script to add on to the M3 standard functionality. In the customer master, a shortcut has been linked to a script that takes the content of the address line 1 field and the city field as input parameters and opens up Google search to display a map of where the customer is situated.

2. Smart Client Advanced_Workbook_1.0.doc Page 23 of 28

Copyright Lawson

Refer to the following: Learning Accelerator TryMe Google Lookup. Summary You have now seen an example of how personalized scripts can be linked to an M3 panel. Give some example of how personalized scripts can be used: __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________

5.7 Additional Hints and Tips

Date Fields If you put the cursor in a date field, then press 'T', it loads today's date. Mforms:// When opening anything from the Start and Search field that does not exist in the menu, you have to add mforms:// before the actual command. For example: To change company to 351 division AAA you would have to write mforms://CMP351AAA.

Script examples Below, find some examples of what our solution design people have used scripts for: > Google Search Checks the value of a field in a panel and googles on that value (for example, customer name). > Show image In MMS001/B, checks the ITNO value and shows a picture at the right of the list in the B panel. > Google maps In one demo, they made sure that all equipment in (MOS272) had a GPA position. When a user clicked the equipment (MOS272), the location was displayed on a map.
2. Smart Client Advanced_Workbook_1.0.doc Page 24 of 28
Copyright Lawson

> Attach Document Checks the value of a field in the E panel (for example, customer order number) and checks if there are any documents attached. Click a button to view the document. > Start URL Adds a button that starts an external URL (for example, http://www.lawson.com). > Start IBrix Add a button that starts an Ibrix.

Organizing Favorites Once you have saved your Favorites when working in Smart Client, you quickly realize that the programs you have saved are in a fixed order and they cannot be changed. In order to change the order that these program calls appear, you have to work with the Favorites.lfv files which is usually found in your documents folder. This file is created when you export your Favorites. Open the file using Notepad and then edit the text to create the program order you desire. For example: <folder Name="Customer Order Management" UTCTime="04/06/2007 15:59:49" CanLaunch="False" UniqueID="mango://flr41021858-d80d-4da5-a42e-49644f5fd8b5/"> <task>mforms://ois100/</task> <task>mforms://ois301/</task> <task>mforms://crs610/</task> <task>mforms://ois300/</task> <task>mforms://ois017/</task> <task>mforms://ois325/</task> </folder>

This becomes: <folder Name="Customer Order Management" UTCTime="04/06/2007 15:59:49" CanLaunch="False" UniqueID="mango://flr41021858-d80d-4da5-a42e-49644f5fd8b5/"> <task>mforms://ois325/</task> <task>mforms://ois301/</task> <task>mforms://crs610/</task> <task>mforms://ois300/</task> <task>mforms://ois017/</task>
2. Smart Client Advanced_Workbook_1.0.doc Page 25 of 28

Copyright Lawson

<task>mforms://ois100/</task> </folder> It is also possible to include whole sections under a heading so that your Favorite sections are also in the order you require. Note1 : The syntax is very important Note 2: It is sensible to create a copy of your original Favorites.lfv file prior to modification so that you can revert back to it if things go wrong. You must also clear the Favorites out of Smart Client before importing the new settings. An alternative: The exported file that the Smart Client widget produces (Favorites.lfv) is actually an xml file. Therefore, renaming the file temporarily to .xml extension and using an xml editor allows much easier editing and repositioning of the items within the code structure. Just remember to rename your edited xml content back to .lfv to allow import into the Widget.

2. Smart Client Advanced_Workbook_1.0.doc Page 26 of 28

Copyright Lawson

6 Review
6.1 Test
Please answer the questions below to review your understanding. To be able to personalize Smart Client, you need an add-on tool to M3. True False On which three levels is it possible to have personalization? User User group Role Globally What is important to consider when creating personalization (two correct answers)? To create the personalization with the correct user. What role is going to use the personalization? That it is only possible to use one type of personalization in a panel. How to combine standard M3 with the personalization. If you would like to highlight an issue in a list view, what type of personalization would you use? Conditional styling Edit labels Hyperlink Shortcuts If you have a related option that you use often, what two types of personalization could help you? Conditional styling Edit labels Hyperlink Shortcuts If you use terminology other than standard M3, what type of personalization would you use? Conditional styling

2. Smart Client Advanced_Workbook_1.0.doc Page 27 of 28

Copyright Lawson

Edit labels Hyperlink Shortcuts What formatting is available in the conditional styling (three correct answers)? Change field value to text Set color on a cell Add an icon Change a label If there are a lot of fields on a panel that you do not use and you feel that the panel is cluttered, what type of personalization would you use? Conditional Styles Edit Labels Edit Tab Order Show/Hide Fields If you configure the user settings in one M3 program, the settings are valid for that program only. True False

2. Smart Client Advanced_Workbook_1.0.doc Page 28 of 28

Copyright Lawson