Workflow status process

Infor LN allows multiple users to approve cost entries or transactions using the ION based workflow-process status. However, you can also approve the final cost entries using the Interim Results (tpppc3150m000) or the Global Approving (tpppc4200m000) sessions.

When you approve costs using the workflow process:

  • LN sets the workflow status to Pending, if the required cost entry is to be approved using ION Workflow.
  • A BOD message is created if the cost is submitted for approval.
  • The workflow document is evaluated in the ION desk and based on the customer setup, the document is displayed in the task lists.
  • The status is set to Approved or Rejected, based on the approval or rejection of the cost line in ION Workflow.
  • The relevant users are informed by e-mail, if defined in the ION setup.
  • The rejected lines can be updated and submitted for approval.
Note

When you submit the workflow for approval in LN, the following workflow-related actions can be initiated:

  • Submit
    The changes are added to the workflow procedure and the status is set to Pending.
  • Recall
    The workflow with status Pending is recalled.
  • Undo
    LN allows you to undo the changes that are not approved. The status of the workflow must be set to Draft or Rejected.
  • Check In
    When a workflow approval is not processed in LN (as an exception), the status is set to Approval Received. You can manually set the status to Approved, later.
  • Edit
    Additional changes can be made to the workflow.