Creating approval codes

Close Management uses Infor Process Automation (IPA) for routing of tasks for approval upon completion. Reconciliation Management uses IPA for routing account reconciliation for approval prior to completion. Each has a standard flow, CloseApproval and ReconciliationApproval respectively, delivered with the module. The flow is managed by an approval code that determines the structure and the approvers associated with it. If more complex approval rules are needed, custom approval processes can be designed using IPA.

Create an approval code to sign off on a close task or an account reconciliation.

  1. Select Close Setup > Approval Codes or Reconciliation Setup > Approval Codes.
  2. In the Approval Codes window, click Actions > Create.
  3. Specify the name of the approval code in the Approval Code field.
  4. Specify the description of the approval code in the Description field.
  5. Click the Save icon. The Approval Levels tab is displayed.