Defining an approval code

Note: Approval codes do not apply to approval types that use Infor Process Automation. If you use Infor Process Automation for approval processing, you define your approval data in Infor Process Automation.

Approval codes are assigned to requesters and determine what approval is needed based on the total dollar amount of the requisition. Use this procedure to define approval codes.

Procedure flow: Defining an approval code

Set up an approval code

  1. Access Approval Codes (RQ02.1).
  2. Define the approval code information.
  3. Specify this information:
    Approval Code

    Specify an approval code.

    To handle transfers of inventory items, set up a special approval code with a very high lower limit.

    To bypass approval processing, define one approval code with a high lower limit (for example, $999,999,999).

    Skip Lower Levels

    To enable only higher level approvers to approve the requisition, select Yes. If you select Yes, only the highest level approver whose dollar amount limit has not been exceeded must be obtained. Otherwise, all the approval levels required must be obtained.

    Note: If the requisition's total cost increases after it has been approved, the requisition must be approved again.
    Printed Copy Required

    To require requisition printing in Print Requisitions (RQ111), select Yes.

  4. Define the approval levels.
  5. Specify this information:
    Lower Limit

    Define approval levels. At least one level must be defined.

    Authorization ID

    Define the authorization ID for the name or title of the person who needs to approve the requisition at the lower limit amount. This serves as a password to allow the person to review the requisitions needing approval at the limit amount.

  6. Add the approval code using the Add form action.

Related reports and inquiries

To Run
List approval codes Approval Code Listing (RQ202)
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