February 2022 Production Update

This chapter describes the new enhancements for Expense Management version 2022.02

Note: 

If you access Expense Management using Infor Ming.le in a multi-tenant environment, a new widget is available that notifies you of upcoming Expense Management updates. This widget provides highlights of new features and improvements for your products. A link provides access to release documentation on the Infor Support Portal. The What's New widget does not include information for patch releases and emergency updates.

If you are authorized to access the What's New widget, you can add it from the Widget Catalog to a homepage. See the information about the What's New widget in the Infor Ming.le Cloud Edition Online Help.

General Enhancements

This section describes the enhancements related to all modules of the application:

  • The Expense Management application is updated to use the latest version of log4j2 library.
    Note: For details, see KB 2234148
  • The migration script (for on-premises customers) is enhanced to add a row in the aldt_html_grid_column_defn table to make the required data change based on the defect 693558. This enhancement is applicable when credit card transactions are attached to an expense report. The Expense Management application displays a flag corresponding to the expense reports with credit card transactions on the Documents to Review tab.
    Note: For details, see KB 2216865
  • The Expense Management application now provides the ability to control the creation of locations when importing CC transactions to expense line items.
    Note: For details, see KB 2215884
  • The Expense Management application is enhanced to decrease the size of a PDF by compressing the embedded images.
    Note: For details, see KB 2214162
  • The Expense Management application is enhanced to deactivate the login URLs for decommissioned tenants.
    Note: For details, see KB 2205148
  • A tooltip with expense type descriptions is now displayed in the Out of Pocket window.
    Note: For details, see KB 2200553
  • The Expense Management application is enhanced to include a column in the alex_user table along with the HRBkg import definition. The new column in the alex_user table sets the default mileage rate on the user profile through the HRBkg import.
    Note: For details, see KB 2199588
  • All email communications sent from the Expense Management application can now be modified to include the company specific logo or branding.
    Note: For details, see KB 2192078
  • The Expense Management application provides the ability to import public holidays from the staging tables to the transaction tables (alex_work_schedule , Alex_weekend_schedule, and alex_report_period ) using BODs.
    Note: For details, see KB 2171311
  • You can now freeze the column headers on the Inbox, My Documents, and the Documents to Review tabs. The header values do not disappear when scrolling down to view the documents.
    Note: For details, see KB 2092835
  • The Per-Diem functionality is enhanced to consider the charges for each person when calculating the overage charges for group meals
    Note: For details, see KB 2002445
  • A document history note can is now added when a timesheet is uploaded using an Excel spreadsheet.
    Note: For details, see KB 1477830
  • The Email Notification functionality is enhanced to display a note added to a document by the Reviewer when rejecting the document. The %rejectedNote% must be added in the mail body to include the rejected note in the email.
    Note: For details, see KB 2214896

Business Rule Enhancements

This section describes the enhancements to business rules:

  • The Broadcast Message business rule is enhanced to include a Resource Key. The Resource Key can be used to display the Banner messages in multiple languages on the Expense Management Portal page.
    Note: For details, see KB 2211872
  • The Duplicate Invoice Check business rule can now be configured to use the industry-standard vendor number and invoice number combination for checking duplicate invoices.
    Note: For details, see KB 2203500

XMDBTool Utility Enhancements

This section describes the enhancements to the XMDBTool utility:

  • The XMDBTool now supports PGP (Pretty Good Privacy) encrypt for outgoing files with sensitive data when the download_data process is triggered.
    Note: For details, see KB 2205660

Travel Plan Enhancements

This section describes the enhancements to the Travel Plan module:

  • Attachments along with line items can now be imported from Travel Plans. This enhancement is applicable when creating Expense Reports from Travel Plans.
    Note: For details, see KB 2200547

Credit Card Enhancements

This section describes the enhancements to the credit cards:

  • You can now sort Credit card transactions by transaction date on the My Credit Card tab.
    Note: For details, see KB 2192085
  • The Credit Card import process is enhanced to accommodate masked credit card numbers, for example, XXXXXXXXX1234. The employee number is used to maintain uniqueness, therefore, only feed files that provide the employee number can use this feature. The feature can be enabled on the Credit Card Processor screen in the SAT application
    Note: For details, see KB 2184076

Reporting Database Schema

These table are added to the Reporting Database schema:

CREATE TABLE CUMULATIVE_ MILES (
CUMULATIVE_MILEAGE_ID int NOT NULL
USER_ID int
PERIOD_START_DATE datetime
PERIOD_END_DATE datetime
CUMULATIVE_MILES numeric (15,5)
CHANGE_TIMESTAMP datetime
EXPENSE_TYPE_ID int
INITIAL_CUMULATIVE_MILES numeric (28,10)
CONSTRAINT PK115_1 PRIMARY KEY CLUSTERED ( CUMULATIVE _MILEAGE_ID )
)
CREATE TABLE PROJECT_NUMBER (
PROJECT_NUMBER_ID int NOT NULL
PROJECT_USER_ID int
LEVEL_1_PROJECT_CODE nvarchar(255)
LEVEL_1_PROJECT_NAME nvarchar(255)
LEVEL_2_PROJECT_CODE nvarchar(255)
LEVEL_2_PROJECT_NAME nvarchar(255)
LEVEL_3_PROJECT_CODE nvarchar(255)
LEVEL_3_PROJECT_NAME nvarchar(255)
LEVEL_4_PROJECT_CODE nvarchar(255)
LEVEL_4_PROJECT_NAME nvarchar(255)
LEVEL_5_PROJECT_CODE nvarchar(255)
LEVEL_5_PROJECT_NAME nvarchar(255)
LEVEL_6_PROJECT_CODE nvarchar(255)
LEVEL_6_PROJECT_NAME nvarchar(255)
LEVEL_7_PROJECT_CODE nvarchar(255)
LEVEL_7_PROJECT_NAME nvarchar(255)
LEVEL_8_PROJECT_CODE nvarchar(255)
LEVEL_8_PROJECT_NAME nvarchar(255)
LEVEL_9_PROJECT_CODE nvarchar(255)
LEVEL_9_PROJECT_NAME nvarchar(255)
LEVEL_10_PROJECT_CODE nvarchar(255)
LEVEL_10_PROJECT_NAME nvarchar(255)
CLIENT_CODE nchar(40)
CLIENT_NAME nvarchar(255)
CODE_LEVEL int
IS_CHARGEABLE smallint
START_DATE datetime
END_DATE datetime
CHARGE_NAME nvarchar(255)
OFFICE_CODE nchar(40)
OFFICE_NAME nvarchar(255)
PROJECT_ACTIVITY_CODE nvarchar(255)
PROJECT_ACTIVITY_NAME nvarchar(255)
DEFAULT_REVIEWER_ID int
CHANGE_TIMESTAMP datetime
EXTERNAL_KEY nvarchar(255)
ACTIVE_STATUS smallint
PROJECT_DESCRIPTION nvarchar(255)
ALTERNATE_REVIEWER_ID int
CONSTRAINT PK16 PRIMARY KEY CLUSTERED (PROJECT_NUMBER_ID)
)