January 2023 Production Update

This chapter describes the new enhancements for Expense Management version 2023.01

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 the functionalities of the application:

Ability to control review options for business rule exceptions
You can now configure these application parameters to control the display of the Accept, Reject, or Undecided options for the PR, TP, and TS business rule exceptions:
  • tp.noBRVActionActivities
  • ts.noBRVActionActivities
  • cr.noBRVActionActivities

By default, the value of these application parameters is set to 0.

Note: For details, see KB 2252971
Ability to hide segments from a cost center
The Infor Expense Management application now provides you the ability to hide segments from a cost center. You can configure the Ion.HideCostcentersegments application parameter by specifying a comma separated value of the cost center segments that you require to hide.
Note: For details, see KB 2219098
Oauth2 authentication for receipts
Oauth2 based Modern Authentication can now be configured for importing receipt related emails to office 365. You must enable these parameters to configure this functionality:
  • receipts.mail.clientId
  • receipts.mail.clientSecret
  • receipts.mail.grantType
  • receipts.mail.scope
  • receipts.mail.tokenEndpoint
  • emailApprovalBkg.mail.clientId
  • emailApprovalBkg.mail.clientSecret
  • emailApprovalBkg.mail.grantType
  • emailApprovalBkg.mail.scope
  • emailApprovalBkg.mail.tokenEndpoint
  • lyft.mail.clientId
  • lyft.mail.clientSecret
  • lyft.mail.grantType
  • lyft.mail.scope
  • lyft.mail.tokenEndpoint
Note: For details, see KB 2172528
Reporting database enhancement
The Reporting database for the credit card transactions now displays the country name instead of the country ISO code.
Note: For details, see KB 2270410
Ability to configure the HRBkg process
The HRBkg logging process can now be configured for specific tables. You can configure the ion.limitHrbkgLogsForSpecificTables application parameter to specify the table value for which you require to log.
Note: For details, see KB 2113976
Application parameter enhanced
The ion.confirmBodsToPublish application parameter is enhanced. You can now specify the BODs that you require to be excluded from publishing. By default, the value of the application parameter is set to All.
Note: For details, see KB 2268352
Warning message displayed for external key updates
The Expense Management application is enhanced to display a warning message when external keys for elements such as location, country, user, set of books, and cost center are updated by an administrator. The warning message is displayed to alert users as the external key updates can impact the integration.
Note: For details, see KB 2188940
Sync.Personnel BOD enhanced
The Sync.Personnel BOD is enhanced to de-activate an existing user group membership. To enable this functionality you must set the value of the ion.UpdateUserGroupMembershipInSyncwithPersonnel application parameter to True.
Note: For details, see KB 2251017
Ability to customize consolidated email notification
The Infor Expense Management application now provides you the ability to customize the consolidated email notifications sent to a manager for approval.

You can configure these application parameters to customize the columns and headers:

  • multipleApprovalEmail.HeaderColumns
  • multipleApprovalEmail.HeaderText

You can configure these application parameters to customize the columns and headers of unassigned CC transactions:

  • UnassignedCCTransactionNotificationBkg.creditCardColumns
  • UnassignedCCTransactionNotificationBkg.creditCardHeaders
Note: For details, see KB 2252154
GenerateERFromCCBkg process enhanced
The GenerateERFromCCBkg process is enhanced to support statement period for the span of two months. You can use the GenerateERFromCCBkg.customDates application parameter to specify the start and end dates. Expense report is created based on the specified dates.
Note: For details, see KB 2269995
Automatic cost center assignment to users
Cost center assigned from GHR is automatically added as a valid cost center for user. This enhancement is applicable only when the cost center of the user is not found in the application. You must enable these parameters to configure this functionality:
  • ion.costCenterSegmentSeparator: The character must be specified for separating the segments in the SyncPersonnal BOD, when Cost Center codes are received. By default, the character is a period(.)
  • ion.acceptNewCostCenterAsValid: The value of this parameter must be set to True to create Cost Center from GHR through the SyncPersonnal BOD
Note: For details, see KB 2198484
User Interface enhanced
The User Interface of the application is enhanced to display the Start Proxy option on the Inbox page.
Note: For details, see KB 2275299
Ability to drag and drop receipts from windows explorer
The Expense Management provides you the ability to drag and drop receipts or images from Windows Explorer to the Receipt Store. You must click the Attach Receipts option to upload the receipts.
Note: For details, see KB 2275430
Error message improved
The Expense Management application is enhanced to improve the error message that is displayed when a user does not correctly specify a value in the required field.
Note: For details, see KB 2266098
Personal BOD enhanced
The Personal BOD is enhanced to create separate elements to populate the Employee Number and the external_key respectively. This enhancement provides you the ability to modify the elements separately, if required.
Note: For details, see KB 2275496
XM-M3 timesheet integration enhanced
The XM-M3 Timesheets integration is enhanced. This enhancement includes the following functionality:
  • The TS document can be moved directly to the TS Done stage. To enable this functionality, you must set the value of the routeImportReadOnlyDirectlyToDone application parameter to True.
  • The Work Order Reference ID received from M3 can be displayed in the Timesheet. To enable this functionality, you must enable the Visible column of the refdocId element in the SAT application (HTML SAT>Tools>Grid Column Editor>TS Calendar) .
  • Consolidated timesheet can be displayed for a period.
  • Imported document records can be excluded by the Sync.Employee Timesheet BOD when sending data from Expense Management to M3. To enable this functionality, you must set the value of the routeImportReadOnlyDirectlyToDone application parameter to True.
  • The Accounting Entity of a project can be displayed in the Sync.EmployeeTimsheet outbound BOD. To enable this functionality, you must set the value of the ion.IsProjectBasedAccountingEntityEnabled application parameter to True.
  • Work order number of projects can be displayed with a single slash, for example, parent/child. To enable this functionality, you must set the value of the ion.isDoubleslashEnabled application parameter to True.
Note: For details, see KB 2274428
Infor Reporting functionality enhanced
The Infor Reporting functionality is enhanced to include the round trip column in the EXPENSE_REPORT_LINE_ITEM and TRAVEL_LINE_ITEM tables of the reporting database.
Note: For details, see KB 2272082

Travel Plan enhancement

This section describes the enhancements related to the Travel Plan functionality.

Ability to add a round trip
A new Round Trip option is introduced in the Expense Management application. This option can be used:
  • For creating a Mileage line Item in a Travel Plan document.
    Note: For details, see KB 2237946
  • For displaying round trip distance in the printed format for a document
    Note: For details, see KB 2269706
  • For calculating trip distance using the Google map functionality.
    Note: For details, see KB 2269706

Expense Report enhancements

This section describes the enhancements related to the Expense Report functionality.

Additional information included for itemizations
The Itemization line items in an expense report now display the name of the booking agent.
Note: For details, see KB 2247021
Consolidated email notification enhancement
The Expense Management application can now be configured to send a single consolidated email notification to each manager for documents that are rejected or delayed to be sent. The enhancement reduces the number of emails sent to managers for approval.

You can configure the scheduleEmailToManagerAboutMultipleApprovals application parameter to specify the time for sending the consolidated email.

Note: For details, see KB 2233505

Payment Request enhancement

This section describes the enhancements related to the Payment Request functionality.

Default currency based on the selection of a vendor
The Expense Management functionality is enhanced to consider the default currency based on the vendor selected when creating a payment request report.
Note: For details, see KB 2246199

Modified Staging Tables

These staging tables are modified in 2023.01. The new columns are highlighted.

CREATE TABLE alex_import_ts_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)
project_number_id_ekey nvarchar(255)
ts_date datetime NOT NULL
ts_hours numeric(14,4)
hourly_charge_type_id_ekey nvarchar(255)
charge_type_id_ekey nvarchar(255)
ts_start_time datetime
ts_end_time datetime
location_id_ekey nvarchar(255)
charge_role_id_ekey nvarchar(255)
app_ts_hours numeric(14,4)
app_hourly_charge_type_id_ekey int
ts_billable_rate numeric(28,10)
ts_billable_rate_id_ekey nvarchar(255)
currency_fmt_defn_id_ekey nvarchar(255)
cost_center_id_ekey nvarchar(255)
description nvarchar(255)
attd_in1 datetime
attd_out1 datetime
attd_in2 datetime
attd_out2 datetime
attd_in3 datetime
attd_out3 datetime
attd_in4 datetime
attd_out4 datetime
attd_in5 datetime
attd_out5 datetime
attd_in6 datetime
attd_out6 datetime
attd_absence_hours numeric(14,4)
keyword_note nvarchar(max)
imported_read_only smallint
ref_doc_id nvarchar(255)
CONSTRAINT PK135 PRIMARY KEY CLUSTERED ( external_key )
)
go
CREATE TABLE alex_project_code (
external_key nvarchar(255) NOT NULL
project_charge_code nvarchar(255) NOT NULL
project_code nvarchar(255)
project_name nvarchar(255) NOT NULL
active_status smallint NOT NULL
project_desc nvarchar(255)
level_1_leader_user_ekey nvarchar(255)
level_2_leader_user_ekey nvarchar(255)
level_3_leader_user_ekey nvarchar(255)
level_4_leader_user_ekey nvarchar(255)
default_reviewer_user_ekey nvarchar(255)
alt_default_reviewer_user_ekey nvarchar(255)
is_required smallint
client_ekey nvarchar(255)
parent_project_ekey nvarchar(255)
code_level smallint NOT NULL
is_chargeable smallint
top_project_ekey nvarchar(255)
office_ekey nvarchar(255)
charge_type_ekey nvarchar(255)
start_date datetime
end_date datetime
project_activity_type_ekey nvarchar(255)
hier_project_name nvarchar(255)
project_accounting_entity_code nvarchar(255)
CONSTRAINT pk__al1b0907ce PRIMARY KEY CLUSTERED ( external_key )
)
go

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 EXPENSE_REPORT_LINE_ITEM (
LINE_ITEM_ID int NOT NULL
DOCUMENT_ID int NOT NULL
PAYMENT_TYPE_ID int
EXPENSE_TYPE_ID int
VENDOR_NAME nvarchar(255)
VENDOR_GIVEN_SIC_CODE nvarchar(255)
VENDOR_CHAIN_CODE nchar(20)
VENDOR_CREATOR_USER_ID int
CREDIT_CARD_TRANSACTION_ID int
LINE_ITEM_DATE datetime
DESCRIPTION nvarchar(255)
TRANSACTION_AMT numeric(28,10)
TRANSACTION_AMT_CURRENCY nchar(3)
PAID_IN_AMT numeric(28,10)
PAID_IN_AMT_CURRENCY nchar(3)
EXCHANGE_RATE numeric(28,10)
PURPOSE nvarchar(255)
PURPOSE_CREATOR_ID int
MILES numeric(15,5)
MILEAGE_RATE float
GL_CODE nchar(20)
APPROVED_AMT numeric(28,10)
APPROVED_AMT_CURRENCY nchar(3)
IS_OVERRIDDEN smallint
HAS_RECEIPT smallint
HAVE_RECEIPTS_BEEN_CHECKED smallint
IS_APPROVED smallint
LOCATION_ID int
IS_PERSONAL smallint
APPROVED_EXCHANGE_RATE numeric(28,10)
DEPARTURE_DATE datetime
ORIGIN_AIRPORT nvarchar(10)
DESTINATION_AIRPORT nvarchar(10)
BOOKING_AGENT_NAME nvarchar(50)
TICKET_STATUS nvarchar(255)
TICKET_NUMBER nvarchar(50)
CAR_RENTAL_AGREEMENT nvarchar(50)
AIRLINE_CLASS_OF_SERVICE_CODE nvarchar(4)
AIRLINE_CLASS_OF_SERVICE nvarchar(255)
CAR_CLASS_OF_SERVICE_CODE nvarchar(4)
CAR_CLASS_OF_SERVICE nvarchar(255)
HOTEL_CLASS_OF_SERVICE_CODE nvarchar(4)
HOTEL_CLASS_OF_SERVICE nvarchar(255)
BREAKFAST_DEDUCTION smallint
LUNCH_DEDUCTION smallint
DINNER_DEDUCTION smallint
FIRST_DAY_DEDUCTION smallint
LAST_DAY_DEDUCTION smallint
OVERNIGHT_STAY_DEDUCTION smallint
LONG_TERM_STAY_DEDUCTION smallint
NUMBER_OF_GUESTS int
ODOMETER_START numeric(15,5)
ODOMETER_END numeric(15,5)
PERDIEM_AMOUNT numeric(28,10)
PERDIEM_AMOUNT_CURRENCY nchar(3)
CHANGE_TIMESTAMP datetime
ITEMIZATION_PARENT_ID int
ITEMIZATION_STATE smallint NOT NULL
MANUAL_FOLIO_ITEMIZATION smallint
NUMBER_OF_PASSENGERS 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_CURRENCY nchar(3)
FLEX_FIELD_AMOUNT_2 numeric(28,10)
FLEX_FIELD_AMOUNT_2_CURRENCY nchar(3)
FLEX_FIELD_LOCATION_1_ID int
FLEX_FIELD_DDLB_1_CODE nvarchar(255)
FLEX_FIELD_DDLB_2_CODE nvarchar(255)
FLEX_FIELD_DDLB_3_CODE nvarchar(255)
FLEX_FIELD_DDLB_4_CODE nvarchar(255)
FLEX_FIELD_DDLB_5_CODE nvarchar(255)
OPTIONAL_DEDUCTION_1 nvarchar(255)
OPTIONAL_DEDUCTION_2 nvarchar(255)
OPTIONAL_DEDUCTION_3 nvarchar(255)
OPTIONAL_DEDUCTION_4 nvarchar(255)
OPTIONAL_DEDUCTION_5 nvarchar(255)
RECURRING_ID int
RECURRING_COUNT int
MILEAGE_ROUTE_ID int
GUEST_NO_SHOW_COUNT int
PASSENGER_NAME nvarchar(255)
AIRLINE_DOMESTIC_OR_INTL int
COMMUTE_MILES numeric(26,16)
CREATOR_CLIENT_TYPE int
MILEAGE_RATE_DESCRIPTION nvarchar(40)
END_DATE datetime
EXPORT_STATUS int
VOID_STATUS int
REVERSAL_LINE_ITEM_ID int
FLEX_FIELD_DDLB_1_VALUE nvarchar(255)
FLEX_FIELD_DDLB_2_VALUE nvarchar(255)
FLEX_FIELD_DDLB_3_VALUE nvarchar(255)
FLEX_FIELD_DDLB_4_VALUE nvarchar(255)
FLEX_FIELD_DDLB_5_VALUE nvarchar(255)
BILLING_PERIOD int
ROUND_TRIP smallint
CONSTRAINT PK7 PRIMARY KEY CLUSTERED ( LINE_ITEM_ID )
)
go
CREATE TABLE TRAVEL_LINE_ITEM (
LINE_ITEM_ID int NOT NULL
DOCUMENT_ID int NOT NULL
TRAVEL_EXPENSE_TYPE_ID int NOT NULL
COST_AMOUNT_CURRENCY nchar(3)
COST_AMOUNT numeric(28,10)
TAX_AMOUNT_CURRENCY nchar(3)
TAX_AMOUNT numeric(28,10)
PURPOSE nvarchar(255)
PURPOSE_USER_ID int
VENDOR_NAME nvarchar(255)
VENDOR_USER_ID int
FROM_LOCATION_ID int
FROM_DATE datetime
FROM_TIME datetime
TO_LOCATION_ID int
TO_DATE datetime
TO_TIME datetime
CLASS_OF_SERVICE nvarchar(255)
DAILY_RATE_AMOUNT_CURRENCY nchar(3)
DAILY_RATE_AMOUNT numeric(28,10)
CUST_DEF_1 nvarchar(255)
CUST_DEF_2 nvarchar(255)
CUST_DEF_3 nvarchar(255)
DAILY_RATE_NATIVE_AMOUNT_CURR nchar(3)
DAILY_RATE_NATIVE_AMOUNT numeric(28,10)
EXCHANGE_RATE numeric(28,10)
MILES numeric(15,5)
REIMBURSE_RATE float
AVERAGE_COST_AMOUNT_CURRENCY nchar(3)
AVERAGE_COST_AMOUNT numeric(28,10)
IS_IMPORTED smallint
DESCRIPTION1 nvarchar(255)
DESCRIPTION2 nvarchar(255)
EXT_BOOKING_KEY nvarchar(255)
EXCH_RATE_DEFAULT numeric(28,10)
TRIP_TYPE nchar(2)
FROM_AIRPORT_CODE nchar(3)
TO_AIRPORT_CODE nchar(3)
LOWEST_AIRFARE_AMT numeric(28,10)
LOWEST_AIRFARE_AMT_CURRENCY nchar(3)
LOWEST_HOTEL_RATE_AMT numeric(28,10)
LOWEST_HOTEL_RATE_AMT_CURRENCY nchar(3)
BOOKING_SOURCE nchar(2)
AGENCY_NAME nvarchar(255)
NUMBER_OF_GUESTS int
CHANGE_TIMESTAMP datetime
GUEST_NO_SHOW_COUNT int
CREATOR_CLIENT_TYPE int
EXPORT_STATUS int
VOID_STATUS int
REVERSAL_LINE_ITEM_ID int
ROUND_TRIP smallint
CONSTRAINT PK22 PRIMARY KEY CLUSTERED ( LINE_ITEM_ID )
)
go