Infor Expense Management Standard Import

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About this guide
Overview
Delta from 6.6 to 7.0
Delta from 7.0 to 7.0 SP1
Delta from 7.0 SP1 to 7.0 SP2
Delta from 7.0 SP2 to 7.0 SP3
Delta from 7.0 SP3 to 7.0 SP4
Delta from 7.0 SP4 to 7.0 SP5
Delta from 7.0 SP5 to 8.0
Delta from 8.0 to 8.1
Delta from 8.1 to 8.2
Delta from 8.2 to 8.3
Delta from 8.3 to 10.0
Delta from 10.0 to 10.0.1
Delta from 10.0.1 to 10.0.2
Delta from 10.0.2 to 10.0.3
Delta from 10.0.3 to 10.1.0
Delta from 10.1.0 to 10.1.1
Delta from 10.1.1 to 10.1.2
Delta from 10.1.2 to 10.1.3
Delta from 10.1.3 to 10.1.4
Delta from 10.1.4 to 10.1.5
Delta from 10.1.5 to 10.2.0
Delta from 10.2.0 to 10.2.10
Delta from 10.2.10 to 10.2.11
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Delta from 10.2.19 to 10.2.20
Delta from 10.2.20 to 10.2.21
Delta from 10.2.21 to 2022.01
Delta from 2022.01 to 2022.05
Delta from 2022.05 to 2022.09
Delta from 2022.09 to 2023.01
Delta from 2023.01 to 2023.05
Delta from 2023.05 to 2023.10
Functional description
Data flow
Customer and implementer responsibilities
Customer responsibilities
Implementer responsibilities
Import data validation requirements
Key fields in transactions
Foreign key constraint
Required fields
Field masks
Business process validation
String fields
Technical description
User import tables (staging tables)
Expense Management standard import tables specifications
Configurable options
Order of columns
Updateable columns
Standard user import table
ALEX_USER (Staging table)
Validation rules
Standard ER User Preference Import table
ALEX_ER_USER_PREFERENCE (Staging Table)
Validation rules
Standard TS User Preference Import table
ALEX_TS_USER_ATTRIBUTES (Staging table)
Validation rules
Standard User Billable Rates Import table
ALEX_TS_USER_BILLABLE_RATES (Staging table)
Validation rules
Standard Company Import table
ALEX_COMPANY (Staging table)
Validation rules
Standard Division Import table
ALEX_DIVISION (Staging table)
Validation rules
Standard Department Import table
ALEX_DEPARTMENT (Staging table)
Validation rules
Standard Cost Center Import table
ALEX_COST_CENTER (Staging table)
Validation rules
Standard Cost Center Segment Import table
ALEX_COST_CENTER_SEGMENT (Staging table)
Standard Cost Center Review Segment Import table
ALEX_COST_CENTER_REV_SEGMENT (Staging table)
Validation rules
Standard Group Membership Import table
ALEX_USER_GROUP (Staging table)
Validation rules
Extending to additional data types
Standard Groups Import table
ALEX_USER_GROUP_DEFN (Staging table)
Validation rules
Standard Project Import table
ALEX_PROJECT_CODE (Staging table)
Validation rules
Project Codes examples
Example of single level project codes
Example of multi-level project codes
Standard Client Import table
ALEX_CLIENTS (Staging table)
Validation rules
Standard User Access Import table
ALEX_USER_ACCESS (Staging table)
Validation rule
Standard FX Rate Import table
ALEX_FX_RATE (Staging table)
Validation rules
Standard Credit Card Import table
ALEX_CREDIT_CARD (Staging table)
Validation rules
Application filtering of Project Codes table
ALEX_APPLICATION_FILTER (Staging table)
Validation rules
Standard Unit of Measure Import table
ALEX_UNIT_OF_MEASURE (Staging table)
Validation rules
Standard Address Import table
ALEX_ADDRESS (Staging table)
Validation rules
Standard Payment Request Vendor Import table
ALEX_PR_VENDOR_TYPE (Staging table)
Validation rules
Standard Payment Request Vendor Address Import table
ALEX_PR_VENDOR (Staging table)
Validation rules
Standard External Key Import table
ALEX_EXTERNAL_KEY (Staging table)
Validation rules
Standard Location Import table
ALEX_LOCATION (Staging table)
Validation rules
Standard Office Import table
ALEX_OFFICE (Staging table)
Validation rules
Standard Job Classification Import table
ALEX_JOB_CLASSIFICATION (Staging table)
Validation rules
Standard User Proxy Import table
ALEX_PROXY (Staging table)
Validation rules
Standard External User Import table
ALEX_EXTERNAL_USER (Staging table)
Validation rules
Standard Benefit Item Import table
ALEX_BENEFIT_ITEM (Staging table)
Validation rules
Standard User Group Access Import table
ALEX_USER_GROUP_ACCESS (Staging table)
Validation rules
Standard Guest Import table
ALEX_GUEST (Staging table)
Validation rules
Standard Guest Type Import table
ALEX_GUEST_TYPE (Staging table)
Validation rules
Standard Guestlist Import table
ALEX_GUESTLIST (Staging table)
Validation rules
Standard Guestlist Guest Wrap Import table
ALEX_GUESTLIST_GUEST_WRAP (Staging table)
Validation rules
Standard Guestlist Guestlist Wrap Import table
ALEX_GUESTLIST_GUESTLIST_WRAP (Staging table)
Validation rules
Standard Guest Address Wrap Import table
ALEX_GUEST_ADDRESS_WRAP (Staging table)
Validation rules
Standard European Per Diem Rate Import table
ALEX_PD_EUR_RATE (Staging table)
Validation rules
Standard Reviewer Permission Import table
ALEX_REVIEWER_PERMISSION (Staging table)
Validation rules
Standard Credit Card Transaction Filter Import table
ALEX_USER_PREFERENCE (Staging table)
Validation rules
Standard User Work Item Filter Import table
ALEX_USER_WORK_ITEM_FILTER (Staging table)
Validation rules
Standard User Work Item Filter Activity Import table
ALEX_WI_FILTER_ACTIVITY (Staging table)
Validation rules
Standard Reporting Permission Import table
ALEX_REPORTING_PERMISSION (Staging table)
Validation rules
Standard Payment Request Vendor Terms
ALEX_PR_VENDOR_TERMS (Staging table)
Validation rules
Standard Charge Role Import table
ALEX_CHARGE_ROLE (Staging table)
Validation rules
Standard Report Period Import table
ALEX_REPORT_PERIOD (Staging table)
Validation rules
Standard Charge Role Import table
ALEX_CHARGE_ROLE (Staging table)
Validation rules
Standard Weekend Schedule Import table
ALEX_WEEKEND_SCHEDULE (Staging table)
Validation rules
Standard Work Schedule Import table
ALEX_WORK_SCHEDULE (Staging table)
Validation rules
Standard CUMULATIVE MILES Import table
ALEX_CUMULATIVE_MILES (Staging table)
Validation rules
Import Order of Data
Standard logging and error handling
Standard ER Flex DDLB Import Tables
ALEX_IMPORT_FLEX_DDLB_1 (Staging table)
ALEX_IMPORT_FLEX_DDLB_2 (Staging table)
ALEX_IMPORT_FLEX_DDLB_3 (Staging table)
ALEX_IMPORT_FLEX_DDLB_4 (Staging table)
ALEX_IMPORT_FLEX_DDLB_5 (Staging table)
Standard ERLI Flex DDLB Import Tables
ALEX_IMPORT_FLEX_DDLB_6 (Staging table)
ALEX_IMPORT_FLEX_DDLB_7 (Staging table)
ALEX_IMPORT_FLEX_DDLB_8 (Staging table)
ALEX_IMPORT_FLEX_DDLB_9 (Staging table)
ALEX_IMPORT_FLEX_DDLB_10 (Staging table)
Standard ERLI/PRLI Flex DDLB Import Tables
ALEX_IMPORT_FLEX_DDLB_11 (Staging table)
ALEX_IMPORT_FLEX_DDLB_12 (Staging table)
ALEX_IMPORT_FLEX_DDLB_13 (Staging table)
ALEX_IMPORT_FLEX_DDLB_14 (Staging table)
ALEX_IMPORT_FLEX_DDLB_15 (Staging table)
Standard ADC Flex Import Table
ALEX_ADC_FLEX_1 (Staging table)
ALEX_ADC_FLEX_2 (Staging table)
ALEX_ADC_FLEX_3 (Staging table)
ALEX_ADC_FLEX_4 (Staging table)
ALEX_ADC_FLEX_5 (Staging table)
ALEX_ADC_FLEX_6 (Staging table)
ALEX_ADC_FLEX_7 (Staging table)
ALEX_ADC_FLEX_8 (Staging table)
ALEX_ADC_FLEX_9 (Staging table)
ALEX_ADC_FLEX_10 (Staging table)
ALEX_ADC_FLEX_11 (Staging table)
ALEX_ADC_FLEX_12 (Staging table)
ALEX_ADC_FLEX_13 (Staging table)
ALEX_ADC_FLEX_14 (Staging table)
ALEX_ADC_FLEX_15 (Staging table)
ALEX_ADC_FLEX_16 (Staging table)
ALEX_ADC_FLEX_17 (Staging table)
ALEX_ADC_FLEX_18 (Staging table)
ALEX_ADC_FLEX_19 (Staging table)
ALEX_ADC_FLEX_20 (Staging table)
Standard License Import Table
ALEX_LICENSE (Staging table)
Standard License Type Import Table
ALEX_LICENSE (Staging table)
Standard Occupation Import Table
ALEX_OCCUPATION (Staging table)
Standard Holiday Schedule Name Import table
ALEX_HOLIDAY_SCHED_NAME (Staging Table)
Standard Holidays Import table
ALEX_HOLIDAYS (Staging Table)
Standard Timesheet Document Import table
ALEX_IMPORT_TS_DOCUMENT (Staging Table)
Standard Timesheet Line Item Import table
ALEX_IMPORT_TS_LINE_ITEM (Staging Table)
Standard Expense Report Document Import table
ALEX_IMPORT_ER_DOCUMENT (Staging Table)
Standard Expense Report Line Item Import table
ALEX_IMPORT_ER_LINE_ITEM (Staging Table)
Standard Invoice Document Import table
ALEX_IMPORT_PR_DOCUMENT (Staging Table)
Standard Invoice Line Item Import table
ALEX_IMPORT_PR_LINE_ITEM (Staging Table)
Standard Travel Plan Import table
ALEX_IMPORT_TP_DOCUMENT (Staging Table)
Standard Travel Plan Line Item Import table
ALEX_IMPORT_TP_LINE_ITEM (Staging Table)
Standard Expense Report Per Diem Import table
ALEX_IMPORT_ER_PER_DIEM (Staging Table)
Standard Import Line Allocation Import table
ALEX_IMPORT_LINE_ALLOCATION (Staging Table)
Standard Import Document/Line Item Extension
ALEX_IMPORT_EXTENSION (Staging Table)
Staging table data errors
Implementation errors
Inactivation of data within Expense Management
Application parameters
Background processes
Application dependencies
Group dependencies/requirements
Offline impact/requirements
Performance impact
Configuration and implementation
Initial data requirements
Interface definitions
External keys
SAT
Staging table alex_external_key
Configuration steps
Build considerations
Deployment/maintenance
SAT impact/requirements
Standard import/export requirements/impact
Sample SQL for generating external keys
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