Make RQC Home Dashboard Work for You

Written by Brittney Cruz, RPI Lawson Supply Chain Consultant

Your users open up Requisition Center and they’re immediately dropped into the Basic tab of the Profile, but is that truly where your users want to be? You can change that!

Starting in RQC 10.0.6.##, there is now an RQC homepage that resembles a user dashboard. This screen shows user templates, punch-out vendors, requisition statuses, user profile, and search catalog – all in one place. The dashboard is not just an informational screen, it is interactional, as well.

Default Directly to RQC Homepage

By default, Requisition Center is setup to open on the Profile’s Basic tab. In order to make use of the new homepage, a user would need to click over to the Home button. Unless the user naturally enjoys the visual aspect of using dashboards, it’s redundant to go to the Home screen instead of just clicking to the section the user wishes to access. So how can we make it so that users open Requisition Center to the homepage automatically?

RPI suggests updating your Requisition Center bookmark so that it connects directly to the RQC homepage URL. You’ll need to have access to Bookmark Manager.

Access to “Shopping Homepage”

Under Bookmark Manager, verify whether you have the option of “Shopping Homepage” under the Requisition Center bookmark dropdown. Click the bookmark for editing and verify that the “Access” flag is not set to Deny.

Update “Shopping” Bookmark

If you do not have access to “Shopping Homepage” under Bookmark Manager, you can always change the “Shopping” bookmark so that it has the appropriate URL of “/rqc/html/index.htm?start=home”.

Customize Requisition Statuses

With a little manipulation of the Requisition Center configuration file, you can customize which of the requisition statuses that users will view in the Homepage.

Scroll to the end of the <client> section to find the “homepage status” section of the configuration file. Edit each of the statuses from “true” to “false” based on your interest in viewing the status in the graph on the RQC home dashboard. Just remember to put the configuration file back on the server and reload it under Bookmarks>Utilities!

About RPI Consultants

RPI Consultants is a leading ERP and ECM professional services organization with extensive experience designing, implementing, and supporting Infor Lawson, Perceptive Content (ImageNow), Kofax, OnBase by Hyland, and Brainware by Hyland (formerly Perceptive Intelligent Capture). RPI employs approximately 100 full time consultants, developers, and solution and technical architects with specific experience and expertise across many industries and solutions. RPI is based out of Baltimore, Maryland, with additional permanent offices in Tampa, Florida, and Kansas City, Missouri.

RPI provides professional and technical services for new installations and upgrades, solution and technical health checks, new solution designs and implementations, custom development and system integrations, custom training, and environment and product migrations. RPI is also an authorized license reseller.

For more information about RPI Consultants, including professional services, license requests, and general inquiries, visit www.rpic.com.

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