Lawson Basic Navigation and Reporting

Lawson General Ledger Structure Accessing Help in Lawson Reporting

The diagram below outlines Lawson’s foundational
structure:
Login to Lawson
1. Ensure that you have configured Internet Explorer for
Lawson.  Go to:   5. If the Report is processing or is in the processing
https://calv-lawapp01.med.usc.edu/lawson/portal  Release
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 left-
hand 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.
 Using Form Help: Click on “?” in the upper right Request a Report:
corner of screen  brings up Help drop-down menu  1. Type the Form Code in the search box, for
select “Form Help”  pop-up window appears with example: GL293. Press Enter.
Help menu for Form you are working on. 2. The Income Statement screen is displayed.
 Using Field Help: Click on “?” in the upper right corner 3. Enter a Job Name and Job Description. The job name
of screen  brings up Help drop-down  select “Field cannot contain any spaces or special characters.
Help” when the cursor is placed in a field on a Form, 4. Complete the Parameters section to define the content
a pop-up dialog window appears with instructions and of your Report.
information. Clicking on the Tab button also moves the 5. Click ADD.
cursor from one field to another.
6. Click SUBMIT to bring up the Submit pop up box.
7. Click SUBMIT again.
Key Terms and Concepts Checking a Job Status:
1. Check status bar to confirm the Report was submitted
Term Definition and completed successfully.
Company Known as Department in Kuali. 2. Click on the JOB SCHED button.
3. The Job Schedule Form is displayed.
Accounting Known as Account in Kuali.
4. If the Report has completed processing, it will appear
Units on the Completed Jobs tab.
Accounts Known as Object Code in Kuali.
“Release” in Lawson means “Approve”. queue, it will be on the Active or Waiting Jobs tab.
Many transactions require that they be Viewing the Report:
released before they can be processed. 1. Click Related Forms.
Forms Common forms are GL95, GL 291, 2. Select Print Manager.
GL293, and RW100. 3. Double Click on the job to view the report.
Inquire Action used to refresh the screen. Any
unsaved data will not be updated. Printing
Job View to confirm successful completion of Printing to PDF:
Scheduler job.
1. Click on VIEW OPTIONS to display the drop-down
Print Once the Report has successfully menu.
Manager completed, the report can be viewed
2. Select a PDF layout.
from Print Manager. The Report can also
3. The PDF is displayed.
be viewed or printed in different formats
4. Click PRINT to print to a local printer.
(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.

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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 F12
Perform Close/Cancel Action Esc
Perform Refresh Action Ctrl+Shift+F5
Perform Delete Action Ctrl+Shift+D
Perform Next Action Ctrl+Shift+N
Perform Previous Action Ctrl+Shift+P
Perform Page Up Action PageUp
Perform Page Down Action PageDn
Tab Page Up Ctrl+PageUp
Tab Page Down Ctrl+PageDn
Position in First Field Ctrl+Alt+F
Display Field Help Ctrl+Shift+H
Display Form Help Shift+F1
Display Hotkeys Help Alt+K
Position in Navigation Bar Shift+F7
Position in Search Box Shift+F8
Open New Window Ctrl+N
Display Home Page Ctrl+Home
Lawson ERP Forms
Open/Select Field Context Enter
Move to Action Selection F9
Perform Inquire Transaction Ctrl+Shift+I
Clear To End of Form Ctrl+Shift+K
Clear Entire Form Ctrl+Shift+X
Display Field Information Ctrl+Shift+O
Display Form Wizard Ctrl+Shift+W
Position Focus in Detail Ctrl+Shift+PageUp
Position Focus in Detail Tab
Ctrl+Shift+PageDn
Region
Scroll Next Field Value Down Arrow
Scroll Previous Field Value Up Arrow
Move to Next Row Shift+Down Arrow
Move to Previous Row Shift+Up Arrow
Lawson ERP Reports
Active Jobs Ctrl+A
Waiting Jobs Shift+W
Complete Jobs Ctrl+C
Print Files Ctrl+P

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