January 2023 Production Update
This chapter describes the new enhancements for Expense Management version 2023.01
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
- tp.noBRVActionActivities
- ts.noBRVActionActivities
- cr.noBRVActionActivities
By default, the value of these application parameters is set to 0.
Note: For details, see KB 2252971
, , or options
for the PR, TP, and TS business rule exceptions: - 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 Inbox
page.Note: For details, see KB 2275299
option on the
- 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 Note: For details, see KB 2275430
option to upload the receipts.
- 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 documentNote: For details, see KB 2269706
- For calculating trip distance using the Google map functionality.Note: For details, see KB 2269706
- For creating a Mileage line Item in a Travel Plan document.
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 |