To change the approval level of a charge

  1. Access P-Card Charge Approval Level (PD20.2).
    Note: This form is used strictly by Infor Process Automation for multi-level approvals. You cannot alter the approval level of a charge if it is in Unreleased or Closed status.
  2. Type the approval information for the charge. Use the following guidelines to enter field values.
    Program Name

    Select the P-Card program to view.

    Statement

    Select the bank statement name that you want to review.

    Company

    Select the Accounts Payable company against which the charge was made.

    Transaction

    Type the transaction number for the charge whose approval level you want to change.

    Approval Level

    Type the current level of approval for the charge (0 through 9).

    This value is increased by the Infor Process Automation application when a user approves the charge.

  3. Select the Change form action.
  4. Optional. If the charge is to be closed or rejected, select the Close or Reject form action.

    The charge must be approved before it can be closed.