May 2022 Production Update
This chapter describes the new enhancements for Expense Management version 2022.05
Note:
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.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.
General enhancements
This section describes the enhancements related to all modules of the application:
- Email notifications sent to an approver for pending approvals now include the list of
documents pending for approval.Note: For details, see KB 2221840
Expense Report enhancements
This section describes the enhancements related to Expense Reports:
- The Expense Management application is enhanced to import all the document level
attachments from Travel Plans to Expense Reports. This enhancement is applicable when
Expense Reports are created from Travel Plans.Note: For details, see KB 2200547
- The email notification sent to users when expense reports are rejected or returned for
more Information, now includes the Approver’s rejection note.Note: For details, see KB 2224113
- If you access Expense Management using Infor Ming.le in a multi-tenant environment, a newExpense Reports can now be created for Per Diem expenses. Expense lines are calculated
and created based on the information received using the DocumentImportBkg process.Note: For details, see KB 2197971
- The er.AccountDistribution.SegmentNames application parameter is enhanced to include the
expense report line item information specified in the flex_ddlb_code fields (line item
flex fields). This information is displayed in the Account Distribution section of the
print format.Note: For details, see KB 2196794
Travel Plan enhancements
This section describes the enhancements related to Travel Plans:
- The CostCenter.useDisplayElementAsChargeTo and ProjectNumber.useDisplayElementAsChargeTo
application parameters can now be configured to control the display of the Cost Center
Name or the Cost Center Code in the print format of the Travel Plan document.Note: For details, see KB 2213493
Payment Request enhancements
This section describes the enhancements related to Payment Requests:
- The Expense Management application is enhanced to include dynamic email parameters for
the Payment Request functionality. The dynamic email parameters can be used to display the
payment request details such as the Invoice Number, Vendor Name, Vendor Code, and Invoice
Date.Note: For details, see KB 2219749
- The Sync.RemitToPartyMaster BOD is enhanced to link an address to a PR vendor. The
Sync.RemitToPartyMaster BOD creates address information in the Expense Management
application.Note: For details, see KB 2239185
Timesheet enhancements
This section describes the enhancements related to Timesheets:
- The Timesheet functionality is enhanced to add the '%totalHours%' keyword. If the
keyword is used, the email notifications include the total number of hours submitted.Note: For details, see KB 2217268
Business Rule enhancements
This section describes the enhancements related to business rules:
- The Days Old Check Business rule template is modified to make the Excluded Expense Types
field optional. If no expenses are included in the Excluded Expense Types field, the
business rule considers all the expenses.Note: For details, see KB 2219528
Reporting Database Schema
These tables are modified in the Reporting Database Schema. The new columns are highlighted and the deleted columns are marked with the * symbol.
| CREATE TABLE CREDIT_CARD_TRANSACTION ( | ||
|---|---|---|
| CREDIT_CARD_TRANSACTION_ID | int | NOT NULL |
| CREDIT_CARD_ID | int | |
| MERCHANT_NAME | nvarchar(255) | |
| MERCHANT_CITY | nvarchar(255) | |
| MERCHANT_STATE | nvarchar(255) | |
| MERCHANT_COUNTRY | nvarchar(255) | |
| MERCHANT_GIVEN_SIC_CODE | nvarchar(20) | |
| MERCHANT_STD_SIC_CODE | nvarchar(20) | |
| MERCHANT_VAT_NUMBER | nchar(20) | |
| VENDOR_NAME | nvarchar(255) | |
| TRANSACTION_REFERENCE | nvarchar(255) | |
| TRANSACTION_TYPE | smallint | |
| DUE_CC_CO_AMOUNT | numeric(28,10) | |
| DUE_CC_CO_AMOUNT_CURRENCY | nchar(3) | |
| POSTING_DATE | datetime | |
| TRANSACTION_DATE | datetime | |
| VAT_AMOUNT | numeric(28,10) | |
| VAT_AMOUNT_CURRENCY | nchar(3) | |
| TRANSACTION_AMOUNT | numeric(28,10) | |
| TRANSACTION_AMOUNT_CURRENCY | nchar(3) | |
| TRANSACTION_STATUS | int | |
| IMPORT_DATE | datetime | |
| DOCUMENT_ID | int | |
| AIRLINE_DEPARTURE_DATE | datetime | |
| AIRLINE_ROUTING | nvarchar(255) | |
| AIRLINE_CLASS_OF_SERVICE | nvarchar(20) | |
| AIRLINE_TRAVEL_AGENCY | nvarchar(45) | |
| AIRLINE_TICKET_NUMBER | nvarchar(20) | |
| CAR_RENTAL_AGREEMENT_NUMBER | nvarchar(30) | |
| HOTEL_ARRIVAL_DATE | datetime | |
| HOTEL_DEPARTURE_DATE | datetime | |
| HOTEL_STAY_DURATION | int | |
| HOTEL_FOLIO_REF_NUMBER | nvarchar(30) | |
| HOTEL_ROOM_TYPE | nvarchar(30) | |
| HOTEL_ROOM_AMOUNT | numeric(28,10) | |
| HOTEL_CURRENCY | nchar(3) | |
| HOTEL_ROOM_TAX_1 | numeric(28,10) | |
| HOTEL_ROOM_TAX_2 | numeric(28,10) | |
| HOTEL_PHONE_AMOUNT | numeric(28,10) | |
| HOTEL_PHONE_TAX_1 | numeric(28,10) | |
| HOTEL_PHONE_TAX_2 | numeric(28,10) | |
| HOTEL_RESTAURANT_AMOUNT | numeric(28,10) | |
| HOTEL_RESTAURANT_TAX_1 | numeric(28,10) | |
| HOTEL_RESTAURANT_TAX_2 | numeric(28,10) | |
| HOTEL_ROOM_SERVICE_AMOUNT | numeric(28,10) | |
| HOTEL_ROOM_SERVICE_TAX_1 | numeric(28,10) | |
| HOTEL_ROOM_SERVICE_TAX_2 | numeric(28,10) | |
| HOTEL_TIP_AMOUNT_1 | numeric(28,10) | |
| HOTEL_TIP_AMOUNT_2 | numeric(28,10) | |
| HOTEL_OTHERS_AMOUNT | numeric(28,10) | |
| HOTEL_OTHERS_TAX_1 | numeric(28,10) | |
| HOTEL_OTHERS_TAX_2 | numeric(28,10) | |
| HOTEL_ROOM_RATE | numeric(28,10) | |
| HOTEL_ROOM_TAX_DAILY | numeric(28,10) | |
| HOTEL_LAUNDRY_AMOUNT | numeric(28,10) | |
| HOTEL_GIFT_SHOP_AMOUNT | numeric(28,10) | |
| HOTEL_MOVIE_AMOUNT | numeric(28 | |
| HOTEL_BUS_CENTER_AMOUNT | numeric(28,10) | |
| HOTEL_HEALTH_CLUB_AMOUNT | numeric(28,10) | |
| HOTEL_TOTAL_TAX | numeric(28,10) | |
| ORIGIN_AIRPORT | nvarchar(10) | |
| DESTINATION_AIRPORT | nvarchar(10) | |
| CHANGE_TIMESTAMP | datetime | |
| TRANSACTION_DESCRIPTION | nvarchar(255) | |
| TRANSACTION_STATUS_INT | int | |
| TRANSACTION_SEQUENCE_NUM | int | |
| TRANSACTION_STATEMENT_DATE | datetime | |
| PRIMARY_ISO_CURRENCY_CODE | nchar(3) | |
| MARKET_CODE | nvarchar(50) | |
| GLOBAL_CLIENT_ORIGIN_ID | nvarchar(50) | |
| LOCAL_COUNTRY_ISO_CODE | nchar(3) | |
| TRANSACTION_TYPE_CODE | nvarchar(10) | |
| TAX1 | numeric(28,10) | |
| TAX1_CURRENCY | nchar(3) | |
| TAX2 | numeric(28,10) | |
| TAX2_CURRENCY | nchar(3) | |
| TAX1_INCLUDED | smallint | |
| TAX2_INCLUDED | smallint | |
| MERCHANT_ADDRESS | nvarchar(255) | |
| ASSIGNED_TRANSACTION_USER_ID | int | |
| CONSTRAINT PK30 PRIMARY KEY CLUSTERED( CREDIT_CARD_TRANSACTION_ID ) | ||
| ) | ||
| go |
| CREATE TABLE FLAT_COST_CENTER ( | ||
|---|---|---|
| COST_CENTER_ID | int | NOT NULL |
| USER_ID | int | |
| REVIEW_SEGMENT_NAME | nvarchar(255) | |
| REVIEW_SEGMENT_CODE | nvarchar(60) | NOT NULL |
| REVIEW_SEGMENT_DISPLAY_STRING | nvarchar(255) | NULL* |
| REVIEW_SEGMENT_DESCRIPTION | nvarchar(255) | |
| DEFAULT_REVIEWER_ID | int | |
| ALTERNATE_REVIEWER_ID | int | |
| SEGMENT1_NAME | nvarchar(255) | |
| SEGMENT1_CODE | nvarchar(60) | NOT NULL |
| SEGMENT1_DISPLAY_STRING | nvarchar(255) | |
| SEGMENT2_NAME | nvarchar(255) | |
| SEGMENT2_CODE | nvarchar(60) | |
| SEGMENT2_DISPLAY_STRING | nvarchar(255) | |
| SEGMENT3_NAME | nvarchar(255) | |
| SEGMENT3_CODE | nvarchar(60) | |
| SEGMENT3_DISPLAY_STRING | nvarchar(255) | |
| SEGMENT4_NAME | nvarchar(255) | |
| SEGMENT4_CODE | nvarchar(60) | |
| SEGMENT4_DISPLAY_STRING | nvarchar(255) | |
| SEGMENT5_NAME | nvarchar(255) | |
| SEGMENT5_CODE | nvarchar(60) | |
| SEGMENT5_DISPLAY_STRING | nvarchar(255) | |
| SEGMENT6_NAME | nvarchar(255) | |
| SEGMENT6_CODE | nvarchar(60) | |
| SEGMENT6_DISPLAY_STRING | nvarchar(255) | |
| SEGMENT7_NAME | nvarchar(255) | |
| SEGMENT7_CODE | nvarchar(60) | |
| SEGMENT7_DISPLAY_STRING | nvarchar(255) | |
| SEGMENT8_NAME | nvarchar(255) | |
| SEGMENT8_CODE | nvarchar(60) | |
| SEGMENT8_DISPLAY_STRING | nvarchar(255) | |
| SEGMENT9_NAME | nvarchar(255) | |
| SEGMENT9_CODE | nvarchar(60) | |
| SEGMENT9_DISPLAY_STRING | nvarchar(255) | |
| SEGMENT_COUNT | int | NOT NULL |
| COST_CENTER_NAME | nvarchar(510) | |
| COST_CENTER_CODE | nvarchar(255) | |
| COST_CENTER_DISPLAY_STRING | nvarchar(510) | NULL* |
| COST_CENTER_ACTIVE_STATUS | smallint | NULL* |
| CHANGE_TIMESTAMP | datetime | |
| SEGMENT1_INDEX | int | |
| SEGMENT2_INDEX | int | |
| SEGMENT3_INDEX | int | |
| SEGMENT4_INDEX | int | |
| SEGMENT5_INDEX | int | |
| SEGMENT6_INDEX | int | |
| SEGMENT7_INDEX | int | |
| SEGMENT8_INDEX | int | |
| SEGMENT9_INDEX | int | |
| CONSTRAINT PK110 PRIMARY KEY CLUSTERED( COST_CENTER_ID ) | ||
| ) | ||
| go |
Staging Table
This staging table is added.
| CREATE TABLE alex_import_er_per_diem ( | ||
|---|---|---|
| external_key | nvarchar(255) | NOT NULL |
| parent_ekey | nvarchar(255) | NOT NULL |
| private_nightstay_address | nvarchar(255) | |
| first_day_of_trip | smallint | |
| last_day_of_trip | smallint | |
| time_at_location | smallint | |
| start_time | datetime | |
| end_time | datetime | |
| overnight_stay | smallint | |
| long_term_stay | smallint | |
| breakfast | smallint | |
| lunch | smallint | |
| dinner | smallint | |
| meal_amount | numeric(28,10) | |
| meal_amount_ekey | nvarchar(255) | |
| CONSTRAINT PK_alex_import_er_per_diem PRIMARY KEY CLUSTERED ( external_key ) | ||
| ) | ||
| Go |
This staging table is modified. The new column is highlighted.
| CREATE TABLE alex_import_er_line_item ( | ||
|---|---|---|
| external_key | nvarchar(255) | NOT NULL |
| user_ekey | nvarchar(255) | NOT NULL |
| import_status | smallint | DEFAULT 1 NOT NULL |
| import_error_message | nvarchar(255) | |
| import_change_timestamp | datetime | |
| parent_type | smallint | DEFAULT 0 NOT NULL |
| parent_ekey | nvarchar(255) | |
| payment_type_id_ekey | nvarchar(255) | |
| expense_type_id_ekey | nvarchar(255) | |
| vendor_id_ekey | nvarchar(255) | |
| currency_fmt_defn_id_ekey | nvarchar(255) | |
| cc_transaction_id_ekey | nvarchar(255) | |
| expense_item_date | datetime | |
| expense_description | nvarchar(255) | |
| erli_native_amt_id_ekey | nvarchar(255) | |
| erli_native_amt | numeric(28,10) | |
| purpose_id_ekey | nvarchar(255) | |
| odometer_start | numeric(15,5) | |
| odometer_end | numeric(15,5) | |
| miles | numeric(15,5) | |
| reimburs_rate | numeric(18,7) | |
| erli_exch_rate | numeric(26,16) | |
| item_gl_code | nchar(20) | |
| erli_amt_approv_id_ekey | nvarchar(255) | |
| erli_amt_approv | numeric(28,10) | |
| has_receipt | smallint | |
| receipt_checked | smallint | |
| location_id_ekey | nvarchar(255) | |
| is_personal | smallint | |
| approved_exchange_rate | numeric(26,16) | |
| vat_amount_override | numeric(28,10) | |
| vat_amount_override_id_ekey | nvarchar(255) | |
| vat_miles_override | numeric(15,5) | |
| vat_guests_override | int | |
| expense_item_depart_date | datetime | |
| origin_airport | nvarchar(10) | |
| dest_airport | nvarchar(10) | |
| booking_agent_ekey | nvarchar(255) | |
| ticket_status_ekey | nvarchar(255) | |
| ticket_number | nvarchar(50) | |
| car_rental_agreement | nvarchar(50) | |
| airline_class_of_service_ekey | nvarchar(255) | |
| car_class_of_service_ekey | nvarchar(255) | |
| hotel_class_of_service_ekey | nvarchar(255) | |
| mileage_rate_id_ekey | nvarchar(255) | |
| mileage_passenger_num | int | |
| pst_amount_override | numeric(28,10) | |
| pst_amount_override_id_ekey | nvarchar(255) | |
| guest_count | int | |
| flex_field_string_1 | nvarchar(255) | |
| flex_field_string_2 | nvarchar(255) | |
| flex_field_string_3 | nvarchar(255) | |
| flex_field_string_4 | nvarchar(255) | |
| flex_field_integer_1 | int | |
| flex_field_integer_2 | int | |
| flex_field_date_1 | datetime | |
| flex_field_date_2 | datetime | |
| flex_field_amount_1 | numeric(28,10) | |
| flex_field_amount_1_id_ekey | nvarchar(255) | |
| flex_field_amount_2 | numeric(28,10) | |
| flex_field_amount_2_id_ekey | nvarchar(255) | |
| flex_field_location_1_id_ekey | nvarchar(255) | |
| flex_field_ddlb_1_id_ekey | nvarchar(255) | |
| flex_field_ddlb_2_id_ekey | nvarchar(255) | |
| flex_field_ddlb_3_id_ekey | nvarchar(255) | |
| flex_field_ddlb_4_id_ekey | nvarchar(255) | |
| flex_field_ddlb_5_id_ekey | nvarchar(255) | |
| mileage_route_id_ekey | nvarchar(255) | |
| commute_miles | numeric(26,16) | |
| guest_entry_mode | smallint DEFAULT 0 | NOT NULL |
| guest_amounts_equal | smallint DEFAULT 1 | NOT NULL |
| airline_domestic_or_intl | int | |
| guest_no_show_count | int | |
| passenger_name | nvarchar(255) | |
| keyword_alloc_cost_center_ekey | nvarchar(255) | |
| keyword_alloc_project_num_ekey | nvarchar(255) | |
| keyword_guest_ekeys | nvarchar(max) | |
| keyword_note | nvarchar(max) | |
| imported_read_only | smallint | |
| recurring_count | int | |
| CONSTRAINT PK_alt3CBF0154ERLI PRIMARY KEY CLUSTERED ( external_key ) | ||
| ) |