Document Element Required template

Use this template to require that a specific field have a value. You can use this template to create a business rule that requires a purpose or a title for all expense reports or travel plans.

Select the field that is required.
External Key
Optionally, specify a unique ID. If your company uses the Expense Management Import tool to populate the Expense Management database, external keys are imported into the database automatically. See the Infor Expense Management System Administration Tool User Guide.


You can create a business rule for Infor ER or Infor TP. This example shows the possible values for this business rule.

Document element required fields

This table shows the values for fields:

Field Value
Name Expense Report Purpose Policy
Severity Invalid
Notification Interactive only
Fire on Itemization Not selected
Fire Scope Every time
Offline and Online Firing Options Fire Offline and Online
Status Active
Policy Based Routing Left Blank
Fire On Submit ER

Document element required strings

This table shows the values for strings:

Strings Value
Description Requires a purpose for all expense reports.
Interactive Message You must describe the purpose of this expense report in the Purpose field.
Policy Employees must provide a business purpose for all expense reports.
Report Message Purpose not specified.

Document element required parameters

This table shows the values for parameters:

Parameter Value
Element Expense Report Purpose

Document element required applications, organization or group

This table shows the values for applications:

Name Organization/Group
Corp: Default Organization