Validate Project Code or Cost Center template

Use this template to create a business rule that locates invalid project codes or cost centers and replaces them with valid ones when a user submits an expense report, payment requisition, or timesheet. The template is used to configure a business rule that checks for the validity of any user free-type entered project code or cost center used in a line item allocation or a document allocation such as Travel Plans. This business rule is used in conjunction with allowing users to free-type the name or code of a cost center or project code rather than force the user to select the code from a chooser. This business rule can applied with Infor ER, Infor PR, Infor TP and Infor TS.

This business rule compares the user-entered string against a listing of active project codes and/or cost centers to which the user has access. If a matching project code or cost center is found and the object is both active and available to the user, using membership, the business rule updates the allocation object by replacing the user-entered object with the found non-user global object.

Infor TS retrieves project codes from lines, not from allocations. If the data is not found in data context, then the application retrieves the required record from the database.

You can add the charge code active status check by Project or Cost Center Validation business rule as a compliment to this rule. The base product's Project or Cost Center Validation business rule checks the free text charge codes specified by user, whether such charge code exists in database or not. If a charge code is selected from the MRU list, the system does not check whether it is an active code at that time. Sometimes when a user adds an expense line, its charge code can be active; however by the time the document is submitted such as after couple of days, that charge code can become inactive. The business rule removes any MRU entries associated with an invalid code entry.

Using the business rule template Parameters tab, you can influence the business rule's behavior to validate either only project codes or cost centers or validate both objects and perform comparisons and lookups with or without case sensitivity. This business rule can verify the document level allocation of expense reports and payment requests after validating the line item allocations of these document types. (This last functionality is only available for ER and PR documents, since Infor TS does not have document level allocations and Travel Plans do not have line item allocations.) When validating a Travel Plan, the business rule merely compares the string in the document level allocation, since Travel Plans do not have line item allocations.

These parameters are displayed on the Parameters tab of the Edit Business Rules screen.

Validate Type

Select what to validate at the document and line item level. The validate type controls what you are checking. Select Both if you want the system to validate, free text entry, cost center codes and project numbers.

Case Sensitive Check

Select this check box to distinguish between lower-case and upper-case text in the Project Code or Cost Center fields. If not selected, the business rule converts user-entered codes to upper-case before testing them against codes in the system. A case sensitive validation check requires the users to type the numbers in exactly as it is in the system. This only applies to alphanumeric based codes. Numeric based codes are not be impacted by this additional restriction.

Validate Document Level Codes while checking Line Level (for ER & PR only)

Select this check box to validate Java-based document-level codes after line-level codes are checked. This parameter is used only when checking expense reports and payment requests.

Consider Inactive Codes as Valid

Select this check box to have the system consider inactive codes as valid.

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.