May 2021 Production Update

Product improvements

This section provides information about the enhancements in this release:

• A new cc.VCF40.substituteCardholderId application parameter is added to the Expense Management application. The application parameter defines a comma-separated list of credit card (Visa) import formats that include the employee ID instead of the card holder IDs. This enhancement allows you to be compliant with PCI for the credit card feeds (HSBC or other Visa cards) that consider the card number as the cardholder ID. The enhancement is applicable only if the value of the cc.VCF40EmpNumMatch application parameter is set to True.
  Note: For details, see KB 2177902.
• The ‘45 Days Old Check of expense date’ Business Rule is modified to exclude the expense types for which the expenses incurred period is specified, when creating an expense report. For example, airfare and service fee.
  Note: For details, see KB 2173899.
• The Expense Management application provides the ability to map one BOb to another, using the external keys instead of element names, when the BOb types are different. The enhancement works in these scenarios:
  • If the source BOb mapping specification ends in '.eKey', the system considers the external key of the BOb reference instead of the ID.
  • If the target specification ends with '.eKey', the system sends a query for the target BOb that has the external key matching the source key. If a match is found, the system sets the element to BOb.
  • If the source is an eKey and the target is a string element, the system sets the element to eKey.
  • If the source is a string element and the target is an eKey, the system sets the target element to BOb matching the source eKey.
  Note: For details, see KB 2166530.
• The ‘Unattached Credit Card Transactions’ Business Rule template is enhanced to include the Reimbursable check box. When the check box is selected, the business rule verifies if any the reimbursable charges are included in the Expense Report document.
  Note: For details, see KB 2148915.
• The ‘Work On Non-Workday Policy’ Business Rule template is enhanced to include an option for configuring project codes that must be exempted by the business rule.
  Note: For details, see KB 2138068.
• The Per-Diem Overage functionality is enhanced to access the ER line item information for customizing the overage calculation, by executing the Per Diem JavaScript. The script can access the ER line item when the pdLineData.getBob() code runs.
  Note: For details, see KB 2056541.
• Mileage rates can now be specified in a currency other than the users default currency.
  Note: For details, see KB 1919053.
• The Expense Management application now provides the ability to sort the list displayed in the Payment Option field on the Payment Request Header page.
  Note: For details, see KB 1688810.
• The Copy functionality of an Expense Report is enhanced to copy all the information associated with the expense report document when creating a copy of the document.
  Note: For details, see KB 2158325.
• The XMDBToolBkg process can be used to configure the sftp port in the Multi-Tenant (MT) cloud environment. You can configure additional sftp ports along with the default port (22).
  Note: For details, see KB 2185446.
• The ETL utility now provides an option to disable the transfer of the admin log data into the Reporting database. To enable the option, you must set the value of the EXCLUDE_ADMIN_LOG_USERS application parameter to ALL. The etl.EXCLUDE_ADMIN_LOG_USERS application parameter must be considered for executing the ETL utility, using the XMDBTool.
  Note: For details, see KB 2179906.
• The Document Search functionality is enhanced to include additional search criteria such as the Supplier’s Invoice number and the Vendor number.
  Note: For details, see KB 2176134.
• The Duplicate Expense Check Business Rules template now allows you to specify an amount (in dollars) for minor expenses such as the toll charges and mileage claims. The business rule is not executed for an amount less than the specified value.
  Note: For details, see KB 2172314.
• A new 'er.tp.enableTpAutoAttach' application parameter is added to the Expense Management application. You can set the value of the application parameter to True for attaching a Travel Plan document automatically, when an Expense Report is created from the Travel Plan. This enables the Approvers and Auditors to review the information related to travel from the Review and Audit screen respectively.
  Note: For details, see KB 2158321.
• The Expense Management application provides an option to indicate items that must not be modified or deleted when importing data from the Staging tables. This enhancement is implemented for the Timesheet functionality and applied to documents that are created by importing data from the staging tables.
  Note: For details, see KB 2155354.
• The Expense Management application provides the ability to configure email notifications that are sent by the GenerateERFromCCBkg process after an expense report is created successfully from CC transactions. Attachments can also be added to the email notifications.
  Note: For details, see KB 2152544.
• The Expense Management application is enhanced to include a middle initial name to a guest record. The middle initial is populated from the alco_user creation table.
  Note: For details, see KB 2144816.
• The Expense Management application provides the ability to send email notifications to a user who does not respond to the Return For More Information (RMI) request. The email notification also includes the period by which the response is delayed.
  Note: For details, see KB 2138072 .
• The XMDBTool client is enhanced to add the ‘-purgeStagingTables true’ option to the Upload_Data.bat or the Upload_Data.sh file. If the option is specified in the command line, the xmdbtool utility searches for the purgeStagingTableList in xmdbtool.properties file. The ‘-purgeStagingTables true’ option can be combined with other options or used independently. For example:
  • If the purgeStagingTableList=alex_addressIalex_cost_center option is enabled in the xmdbtool.properties file and the Upload_Data.bat -purgeStagingTables true command is executed, the Upload_Data purges data from the alex_address and alex_cost_center tables.
  • If the purgeStagingTableList=alex_address option is enabled in the xmdbtool.properties file and theUpload_Data.bat -uploadTableName alex_address -uploadFileName c:\temp\alex_address.txt -purgeStagingTables true command is executed, the Upload_Data purges data from the alex_address table and uploads the data to the table sequentially. The table name specified in the uploadTableName list does not require to match the purgeStagingTableList.
  Note: For details, see KB 2121265.
• The Expense Management application provides the ability to remove the travel plans, which are not required, from the My Travel page.
  Note: For details, see KB 2053770.
• The Expense Management application is enhanced to display the complete vendor address in the Vendor field on the Payment Request Header screen when creating a Payment Request.
  Note: For details, see KB 2042236.
• The Expense Management application provides the ability to rename the My Receipts tab in the Payment Request functionality. A new value can be specified in the ‘suite.tab.receipts.pr’ resource key editor of the SAT application. For example, the My Receipts tab can be renamed as My Invoices for payment request. By default, My Receipts is the value specified in the ‘suite.tab.receipts.pr’ resource key.
  Note: For details, see KB 1988938.
• The Expense Management application is enhanced to include the header information of a Travel Plan document when travel plan line items are copied to an expense report.
  Note: For details, see KB 1962892.
• The currency exchange rate functionality is enhanced to support multiple currencies and exchange rates.
  Note: For details, see KB 1935204.
• The My Profile page in the Expense Management application is enhanced to define a period for the proxy reviewer role. You can specify the start date and the end date to authorize a proxy reviewer for a user.
  Note: For details, see KB 1905201.
• The Expense Management application provides the ability to import the Per Diem rates from the General Services Administration (GSA) website.
  Note: For details, see KB 1846454.
• The Expense Management application is enhanced to display a warning log message, if a bkg process is not updated. The warning log message ensures that the server health monitoring is not stalled if bkg processes fail. The application displays a confirmation log message after the bkg process is updated.
  Note: For details, see KB 2185081.
• These application parameters are added to the Expense Management application and can be configured for creating Expense Reports from credit card transactions:
  • GenerateERFromCCBkg.customDates: Configure this parameter to specify the start date and end date of the CC transactions based on which the expense report must be created.
  • GenerateERFromCCBkg.dateType: Configure this parameter to specify the transaction date, posting date, import date, and the statement date of the CC transactions based on which the expense report must be created.
  Note: For details, see KB 2174409.
• The Expense Management application is enhanced to display the Per Diem Information label at the bottom of the Standard panel on the Expense Report Line Item and Travel Plan Line Item screen, if no per-diem deduction fields are displayed.
  Note: For details, see KB 2173646.
• The Expense Management application now provides the ability to mark a timesheet as favorite in the Import list menu and use as a template for creating timesheets in future.
  Note: For details, see KB 2147416.
• A new cc.importFormatsForReassignableCards application parameter is added to the credit card processor. You must specify the credit card import formats in the application parameter to mark the value of the imported credit card’s IsReassignable functionality to True.
  Note: For details, see KB 2141241.
• The Expense Management application now provides the ability to include an ‘Attachment’ column on the Documents to Review tab. The column enables the Managers and Auditors to locate documents with attachments.
  Note: For details, see KB 2018331.
• The Expense Management application provides the ability to specify a login ID directly on the Document Management Search page of the User menu in the SAT application.
  Note: For details, see KB 2003420.
• A new JavaScript All Personal Lines Business Rule can now be triggered, if all the line items in an Expense Report are for personal expenses.
  Note: For details, see KB 2188450.
• The Voice Expense functionality in the Expense Mobile application is enhanced to support adding a vendor to an expense report.
  Note: For details, see KB 2188252.
• The Expense Management application now supports encrypted SFTP passwords in application parameters.
  Note: For details, see KB 2188218.
• The Days Old Check Business Rule template is enhanced to add the ‘Calculates days from the latest expense line item’ option. This business rule is triggered based on the number of days specified in the rule template while creating line items for an expense report. If the number of days exceed the specified value, the application displays a warning message.
  Note: For details, see KB 2188216.
• The HTML SAT application is enhanced to add a Corporate Data panel for displaying holidays and holiday schedules.
  Note: For details, see KB 2171315.
• The Expense Management application now provides the ability to change the background contrast from the Light(default) theme to the Dark or High Contrast theme.
  Note: For details, see KB 2190086.