Approving labor distribution template lines with Infor Process Automation

Once you create and release labor distribution template lines, they must be approved to be eligible for salary encumbrance and labor distribution processing.

If someone other than the template creator needs to approve templates and Infor Process Automation is implemented, then the Labor Distribution Approval service will have been triggered when the lines were released. Labor Distribution Template Approval (GM11.4) can be embedded in the Infor Process Automation flow file to present each template line to the appropriate user(s) for approval.

Note: Infor Process Automation uses the Labor Distribution Approval service (Lab Dist Appr) for labor distribution template approvals.

Labor distribution lines must have an approved status to be eligible for Salary Encumbrance Processing (GM110) and labor distribution processing during Payroll Close (PR197) or Non-Lawson Payroll Tran Import (GM500). Unapproved template lines are skipped during salary encumbrance processing. During labor distribution processing, unapproved template lines are ignored and the distribution in the original time record or imported transaction is used.

Before you start, labor distribution template lines must have a released status to be eligible for approval. You can release template lines on Labor Distribution Template Entry (GM10.2), or using Labor Distribution Mass Status Change (GM115). Use this procedure to approve labor distribution lines on GM11.4.

Access Labor Distribution Template Approval (GM11.4).
To review the labor distribution template line, use these guidelines to specify the field values:

HR Company

Specify or select the Human Resources company in the template line to be approved.

Employee

Specify or select the employee in the template line to be approved.

Job Code or Position

Specify or select a job code or position (if any) in the template line to be approved.

Pay Code

Specify or select a pay code (if any) in the template line to be approved.

Effective

Specify the effective date in the template to be approved.

Line Number

Specify the line number identifying the template line to be approved.

Approval

Specify an approval level, if there is any. When more than one person needs to approve the template line, this identifies the current level of approval. The value specified in this field can be used to route the template line to the next person for approval.

Note: All these fields can be defaulted when this form is embedded within a Infor Process Automation 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 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).
  
  If a salary cap warning appears for the line, then you must unrelease this line, along with all the distribution lines that belong to the same template. You can use Labor Distribution Template Approval by Employee (GM11.1) or Labor Distribution Mass Status Change (GM115) to unrelease all the lines in the template at once. After the lines have been unreleased, access Labor Distribution Template Entry (GM10.2) to execute the Salary Cap action.
Click Cap to access Labor Distribution Template Salary Cap (GM10.5) and view salary cap detail information for the line.