Setting up Infor Expense Management as an application in Infor ION

Infor Expense Management provides pre-configured document flows for Infor Expense Management and financial systems ION integrations. A customer must first import the pre-configured solution files, or Content Pack, using ION Desk and then update the connection information in the live system.

These steps show how to deploy an Infor Expense Management to Infor SyteLine integration and are similar for all Infor integrations such as Infor SunSystems.

To set up Infor Expense Management as an application in Infor ION:

  1. If applicable, save the pre-configured document flow files on a local machine.
  2. Log on to ION Desk.
  3. Select Model > Connect > Document Flows.
  4. Click Import.
  5. In the document flow folder, select ION_SyteLine_XM_Solution.xml.
  6. Click Open.
  7. After the result messages are displayed, click OK. The workflow is displayed on the Document Flows page.
  8. Select Syteline_To_XM.
  9. Select Syteline.
  10. On the Application Task page, select Syteline.
  11. Specify this information:
    Description
    Specify a description of the connection, such as Syteline Connection Point.
    Logical ID Type
    Specify erp.
    Type
    Specify Infor JDBC.
    Tenant
    Select the check box and specify a tenant code such as XM-T1.
    Database Type
    Select SQL Server.
    Database
    Select Advanced and specify the URL for your connection. For example, jdbc:jtds:sqlserver://corp5:1433/XMTomcat_ION.
    Note: Replace the italic text with your connection information.
    User Name
    Specify the user name used to log on to the Infor Expense Management application to exchange BODs.
    Password
    Specify the password used to log on to the Infor Expense Management application to exchange BODs.
    Polling
    Select true.
  12. To save the document, click Save.
  13. To return to the Document Flow Modeler, click Return.
  14. On the Application Task page, select Expense Management.
  15. Repeat steps 10-12.
  16. Activate the Syteline_To_XM and XM_to_Syteline workflows.