Approving Labor Cost Transfer Templates

Once you create and release labor cost transfer template lines, they must be approved before the template is eligible for Labor Cost Transfer Processing (GM170) or Non-Lawson Payroll Cost Trans (GM171).

If someone other than the template creator needs to approve templates and Infor Process Automation is not implemented, use Labor Cost Transfer Template Approval (GM13.1) to approve all lines in the template.

Labor cost transfer template lines must have a released status to be eligible for approval. You can release template lines on Labor Cost Transfer Template Entry (GM12.2), or using Labor Distribution Mass Status Change (GM115).

To approve labor cost transfer templates using GM13.1

  1. Access Labor Cost Transfer Template Approval (GM13.1).
  2. Define the labor cost transfer template you want to approve. Use the following guidelines to enter field values.
    HR Company

    Type or select the Human Resources company for the employee in the cost transfer template you want.

    Employee

    Type or select the employee in the cost transfer template you want.

    Job Code or Position

    Type or select the job code or position in the cost transfer template you want.

    Pay Code

    Type or select the pay code in the cost transfer template you want.

    Start Date

    Type the start date in the cost transfer template you want.

    End Date

    Type the end date in the cost transfer template you want.

    Processing Status

    Displays the status for the template. Status is Not Updated if the template has not been processed through GM170 in update mode. Status is Updated when the template has been selected and processed through GM170 in update mode.

    Status

    Type or select the existing status of the template lines to view.

    • All (X) (Default)
    • Approved (A)
    • Released (R)
    • Unreleased (U)
    • Hold (H)
    Sequence

    Type the sequence for the template you want. Sequence is required in templates that cover the same dates for the same employee.

    Reason Cd

    The reason code associated with the cost transfer template displays in this field.

    FC

    Type or select the new status for each template line.

    If the existing line status is Released, you can change the line status to Approved, Unreleased, or Hold.

    If the existing line status is Unreleased, you can change the line status to Hold.

    If the existing line status is Approved, you can change the line status to Hold or Unreleased.

    Select Change to add or change the Approval value.

    Note: You can change or delete lines with an Unreleased status on Labor Cost Transfer Template Entry (GM12.2). You can change a line status from Unreleased to Released on GM12.2 or on Labor Distribution Mass Status Change (GM115).
    Ln (Line)

    This is a display only field. The line number of the template is displayed.

    Activity

    This field displays the posting activity and the detail account category to which labor cost transfers will be posted.

    Co (Company)

    This field displays the GL company to which labor cost transfers will be posted.

    Account

    This field displays the accounting unit, account and subaccount to which labor cost transfers will be posted.

    Status

    This field displays the status for the template distribution line.

    Valid values include: U (Unreleased), R (Released), A (Approved), and H (Hold).

    Approval

    Type an approval value.

    If you use Infor Process Automation, you can use the Approval field to manage multi-step approvals. For example, if two people must approve a cost transfer template line, the first person populates the Approval field but does not change the status. The value in the Approval field is used to route the template line to the next approver.

    Percentage Totals

    This field displays the total salary percentage and the total planned effort percentage. Must equal 100% for record to be eligible for processing.

  3. Select the Change form action to update the new status on the template lines.