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Last Post 09/15/2016 10:35 AM by  thummel1
Template and Smart Notes
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thummel1
Data Analyst II
Fairview Health Services
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09/15/2016 10:35 AM
    Hi, I am on Lawson version 9.0.1. We have a Smart Note that gives us a list of individuals each day. The Smart Note is the only way we have to get at the new "keys' that are added to this table each day (PERSACTION), We need the data for each individual to populate onto a form that we have designed. The form was designed in MS Word. Is it possible to have this MS Word form(or it's "look") loaded as a template LBI, and add the data for each data field in the corresponding "spot" on the form, so there is a separate form for each record in the Smart Note?

    Out current process is that we have an LBI report formatted nicely with this template, but this LBI report has many more records than the end-user needs, and records stay there until they are processed, sometimes for weeks. To whittle the list down, we created the Smart Note to capture just new records entered daily. The end-user looks at the smart note to identify new employees, goes out to the LBI report, finds those employees that were on the smart note, and ignores the other records. We'd like to cut out the step of going to LBI by adding this template into a smart note if it's possible.

    We do have templates today, but they are just letters, nothing that looks like a form. Thoughts are welcome, thanks!
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