Creating approval codes in Close Management

Infor Process Automation (IPA) is used to route completed tasks for approval. The CloseApproval standard flow is delivered with Close Management. An approval code is used to determine the structure and the approvers that are associated with it. If more complex approval rules are required, custom approval processes can be designed using IPA.

An approval code is used to sign off on a close task.

  1. Select Financials > Shared Processes > Close Management > Setup > Close Setup > Approval Codes.
  2. Click Create.
  3. Specify an Approval Code and a Description.
  4. Specify this information:
    Approval Code Used For Non Batched Cash Ledger Payments
    Select this check box to use approval codes for non-batched cash ledger payments. This is not used for Close Management.
  5. Click Save.