Approval process

The Approval process enables financial managers to:

  • Review data entered by submitters in their areas of responsibility.
  • Approve or reject submissions.
  • Track the status of submissions and approvals.

There are two roles for users in the Approval process:

  • Submitters specify data and save it to the database and then separately submit the data for approval for the units they are assigned.
  • Approvers can approve or reject submitted data only for the units they are assigned.

Submitters and approvers communicate using approval view notes and email. Submitters and approvers use specially designed pages to specify data, submit the data for approval, and approve/reject the data for the Approval process. A detailed description of these pages is available in the "Data entry" chapter of the Infor CPM User Guide

The Approval process respects these rules:

  • The Approval process tracks submission status based on these dimensions: Unit or approval dimension, Version, and Merged Period Year, or Unit or approval dimension, Version, Period, and Year.
  • You can have multiple approvers for a single unit, as well as submitters. Each approver sees the same approvals status in their approval view. Once a single approver approves a unit, it is approved for all approvers.
  • Data entry is allowed only when the status is Unsubmitted or Rejected.
  • You can submit for a consolidation unit, such as US, or multiple leaf members.
  • The Approval process is designed specifically to work with data entry views. You can configure Excel Services and OpenLink to respect the approval status but these interfaces are not fully integrated into the approval process.
  • The Approval process does not support worksheet detail lines capability.
  • The Approval process does not support Workforce Budgeting.
  • Copy Financial Data does not copy the approval status.

The Approval process does not currently support:

  • View rotation using the Dimension Controller
  • The ability to locally save data or views
  • The Override with option on a data source

The Approval process is not supported on the Microsoft 2008 SP2 platform for CPM.