Setting up the transactional database

To set up the transactional database:

  1. Execute the appropriate step for a new or existing customer:

    • New customers:

      Load the database with the xmReceipts dataset. For example, qa_new,demo,mm/wf/er/manager_review,xmReceipts.

    • Existing customers:

      You can use the loadtool to add Infor Expense Management receipts:

      • Back up your transactional database.
      • Configure the extensity-load.properties file in Installation root/customerconfig as dataSetList=xmReceipts
      • Run the LoadTool with the "-m 2" argument as: LoadTool -m 2
    • Set the port number for the new ReceiptAttachmentBkg background process appropriately.
  2. Verify that the ReceiptsAttachmentBkg background process is successfully loaded and is configured to a port, such as 7013.
  3. Update the test Infor Expense Management users e-mail addresses, for example, mailto:jsmith@expensemanagement.com. Additional email addresses can be configured with My Info - User Profile.
  4. Disable the Receipt Attachment Policy business rule, if the rule is loaded in the database.
  5. Configure these application parameters:
    • receipt.line.menu.isEnabled: The value must be set to True.
    • receipts.mailfolder: The folder to store the temporary mail folder.
    • receipts.mailhost: The e-mail host to read the receipt attachments. This parameter accepts multiple comma-separated values to support multiple e-mail hosts.
    • receipts.mailpassword: The e-mail user password to read the receipts attachments. This parameter accepts multiple comma-separated values to support multiple e-mail passwords.
    • receipts.mailport: The e-mail port to read the receipts attachments. This parameter accepts multiple comma-separated values to support multiple e-mail ports.
    • receipts.mailuser: The e-mail user to read the receipts attachments. This parameter accepts multiple comma-separated values to support multiple e-mail users.
    • receipts.maxReceiptsSize: The maximum upload receipt size in kilobytes (KB).
    • receipts.supportedExtension: The comma-separated list of file types that are supported for Infor Expense Management receipts upload.
    • receipts.xm.enabled: The value must be set to True for enabling Infor Expense Management receipt. The receipt option displays in the application. The value must be set to False for disabling Infor Expense Management Receipt.
    • mail.host (existing parameter): The e-mail host to send replies to the emails of users. This value can be same as receipts.mailhost. This parameter accepts multiple comma-separated values to support multiple mail hosts.
    • receipts.imgToPDF: The value must be set to True for converting the receipt images to PDF automatically. This parameter also supports converting multiple page TIFF documents to PDF.
    • receipt.ignoreAuthorizationCheck: The value must be set to True for ignoring the authorization check. The authorization check confirms that the sender of the email is the document owner or proxy for the user.
    • receipts.PDFThumbnail: The value must be set to True for viewing the first page of a PDF image in receipts.
    • receipts.mail.receivingProtocol: The pop3 port that supports the POP3 protocol. This is optional. The default pop3s port is 995.
    • receipts.mergedPDFMaxSizeAllowed: The maximum number of images to be merged into a single PDF document.
    • receipts.mergePDF: The value must be set to True for merging multiple images into a single receipt PDF document.
    • receipts.list.sortAsc: The value must be set to True for sorting order for the receipt module to be in ascending order.
    • receipts.store.list.sortAsc: The value must be set to True for sorting order for the receipt store to be in ascending order.
    • receipts.sortListBy: The valid values for this parameter are createDate or receiptName.
    • receipts.store.sortListBy: The valid values for this parameter are createDate or receiptName.