Spreadsheet designer and Contract management

I am new to Infor-Lawson with a Go Live date of July 1. We are going through the first round of loading Contracts in through CM. When I am using Spreadsheet Designer to import the contracts, it just says Contract Import Created but I am unable to locate it in the actual Rich Client application. Can someone tell me where to look to find it? They are not in a draft status and don't appear to be in the system at all. Anyone else have this issue before? Thank you!

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Comments

StephanieD

Based on the message "contract import created", I assume you're using the business class ContractImport. For that you would look in Contract Administrator > Contract utilities > Contract import. We normally enter our contract headers manually and then upload the lines using business class ContractLine. For the times that we uploaded contract headers, we used business class Contract, but that has been a while. We went live with CM 3 years ago. There may be benefits of using ContractImport, but when we went live we had issues with it.

unknown

Does anyone know the code to activate/release contracts that are imported through Spreadsheet designer?

jreese

I think the ContractImport Business class you use loads the data into a staging area and there is now a job within Contract Management that needs to be run to actually load the records into the system. I don't use CM but it sounds similar to how we will be converting our records into GHR.

unknown

Support was able to assist me in getting the template I needed to do this. If anyone needs it, just reach out to me. Thanks!

d-hofmann

Please send me a copy of the template. Melissa.fowler@wellstar.org

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