To approve labor distribution template lines by activity

  1. Access Labor Distribution Template Approval by Activity (GM11.2).
  2. To review the labor distribution template lines you want to approve, use the following guidelines to enter field values.
    Activity

    Type or select the activity in the template lines you want to approve.

    Account Category

    Type or select the account category in the template lines you want to approve.

    Effective

    Type the effective date in the template lines you want to approve.

    Status

    Select a status to filter the template lines you want to see. Valid values are:

    • All (X) (Default)
    • Approved (A)
    • Released (R)
    • Unreleased (U)
    • Hold (H)
  3. Review the template lines.
    Note: If a salary cap warning appears for any line, you must unrelease the whole template that the activity belongs to so that you can execute the Salary Cap action on Labor Distribution Template Entry (GM10.2) to adjust the salary percentages. Click the Cap button to access Labor Distribution Template Salary Cap (GM10.5) and review the salary cap information. Use Labor Distribution Template Approval by Employee (GM11.1) or Labor Distribution Mass Status Change (GM115) to unrelease the template.
    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.

    All these fields can be defaulted when this form is embedded within a ProcessFlow Hold or Unreleased.

    Note: You can change or delete lines with an Unreleased status on Labor Distribution Template Entry (GM10.2). You can change a line status from Unreleased to Released on GM10.2 or on Labor Distribution Mass Status Change (GM115).
    Approval

    Type an approval level (if any). Approval level is typically used with multi-step approvals in Infor Process Automation. Values populated in the approval level field are updated when the line function code Change is used, or when the line function is used to change the line’s status.

  4. To approve any line, select the Approve line action and the Change form action.