Approving labor cost transfer template lines with Infor Process Automation

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 implemented, then the Labor Cost Transfer Approval service will be triggered. Labor Cost Transfer Approval (GM13.2) can be embedded in the Infor Process Automation flow file to present each template line to the appropriate users for approval.

Note: Infor Process Automation uses the Labor Cost Transfer Approval (LabTransferAppr) service for approving labor cost transfer templates.

Before you start, 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).

Approving labor cost transfer template lines on GM13.2

Access Labor Cost Transfer Approval (GM13.2).
Review the labor cost transfer template line. Use these guidelines to specify the field values:

HR Company

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

Employee

Specify or select the employee in the cost transfer template that you want.

Job Code or Position

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

Pay Code

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

Start Date

Specify the start date in the cost transfer template that you want.

End Date

Specify the end date in the cost transfer template that you want.

Sequence

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

Processing Status

Displays the posting 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 is selected and processed through GM170 in update mode.

Reason Code

This field displays the cost transfer reason code associated with the labor cost transfer.

Line

Specify the line number of the template line that you want.

Activity

This field displays the posting activity to which labor cost transfers will be posted.

Acct Cat

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

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

Specify an approval value.

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

Note: To update the Approval value in the template line without changing the template line status, select the Change form action.

Salary Percentage

This field displays the percentage of gross earnings to be transferred to the activity and GL account specified.

Effort Percentage

This field displays the percentage of planned effort to be transferred to the activity and GL account specified.

Note: All these fields can be defaulted when this form is embedded within a Infor Process Automation flow file.
Change the template line status.
- To approve the template line, select the Approve form action. The line's existing status must be Released.
- To put the line on hold, select the Hold form action.
- To unrelease the line, select the Unrelease form action.
  
  When you unrelease a line, the Infor Process Automation work unit is cancelled. When the record is released again, a different Infor Process Automation work unit will be created and any routing you have for multi-level approvals starts over from the beginning.
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).