Infor Reporting: Credit Card Reporting

Hello Everyone,

My company is using Infor Reporting (Cognos) for our Expense Management reporting. There is an issue with the ‘ER Credit Card Transactions’ delivered report. The report omits credit card transactions that are attached to expense reports locked by the owner or manager of the expense report.

This creates an issue with our audit team when transactions are missing and leads to the report not tying out with the statements from our credit card company. Time must be spent to research what transactions are missing.

Does anyone know of a way to avoid this issue? Should I just submit an enhancement request?

Thanks,

Tom Whitworth

St. Luke’s Health System

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Comments

unknown

Hi Tom,

This happened to us and took us some time to figure out that it was due to the lock. Like you, we use Cognos for reporting. We worked with Infor Consulting to develop a script that was run against the database that would basically unlock any report that was locked over a certain period of time. Might be worth reaching out to your consulting contact to see if they're able to assist with developing the script.

Hope this helps!

Canice

walkern

Canice, thanks! Can you tell us a little more about the script? Was it a Cognos script? Do you run it manually or is it is scheduled? Would you be willing to hop on a call to review it with us? We have a business case and want to make sure it meets our needs before submitting a case with Consulting.

unknown

Hi Tom,

Seems it's an issue with session cleanup. if the document exists long time in the queue, it's been locked, and session is not being cleared properly. you can create an incident for this so that engineering team can look into this. earlier we saw this type of issue for one of our customers and we have provided a workaround.

we created a custom BKG process which clears the session for the documents (and unlock if the document is locked) so that the ETL process will consider the documents in the next run.

you can contact me (subhani.shaik@infor.com) for simple custom process to solve this issue temporarily.

maybe it's 2 or 3 hrs. work

Thanks,
Subhani.

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