Infor Process Automation Requisition Approval process
The Requisition Approval service is a predefined service for the Requisitions application that corresponds to the release of a requisition. When a requisition is released on Requisition (RQ10.1), a work unit is created. The existence of a work unit allows Infor Process Automation to execute a process that moves work from one activity to another. There are two process templates associated with the Requisitions Approval service — reqapproval1 and reqapproval2.
These processes route requisition approval requests to approvers. Each process has up to six levels of approval, based on dollar amounts. You define approvers and dollar amounts according to their requirements for a company or requesting location. If fewer than six levels of approvals are needed (for example, only two levels—a supervisor level and a manager level), specify zero for the unused approval levels. This enables the process to end at one of the used approval levels, based on the user action.
In both process templates, the approval value of the requisition is always being checked to determine whether the next level must receive the work unit. If the approval value is greater than or equal to the next level, the approver at the next level receives the work unit in the inbasket. However, if the approval value is less than the next level, the current level receives the work unit for approval and the status of the work level is complete.
How is Reqapproval1 different from Reqapproval2?
Reqapproval1 is identical to reqapproval2 in all respects except that when reqapproval1 starts the process, it uses the field PFLOW_APRV_LVL from the requisitions header detail to determine where the requisition started the approval process. The reqapproval1 searches for a value in this field so that it can find the appropriate approval level at which to restart the approval process. When the process finds the appropriate approval level, the process causes work that pertains to that requisition to appear in the inbasket of the approver at that level. The approver can reject, unrelease, or approve the requisition.
Both reqapproval1 and reqapproval2 always start at the first level of approval. If the dollar amount is less than the dollar amount at the first level, the requisition is approved with no user action required. The work unit receives the Processing Complete status. If the amount of the requisition is greater than the amount at the first level of approval, then the work unit appears in the Level1approver's inbasket. The approver can reject, unrelease, or approve a requisition.
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If the approver rejects the requisition, an e-mail with this information is sent to the requester, the work unit for the requisition receives the Processing Complete status, and the process ends. The status of the requisition is updated to Rejected.
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If the approver unreleases the requisition, an e-mail with this information is sent to the requester, the work unit for the requisition receives the Processing Complete status, and the process ends. The status of the requisition is updated to Unreleased.
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If the approver approves the requisition, the process causes the work that pertains to that requisition to appear in the inbasket of the approver at the next level. When the requisition is approved at the final level, the work unit receives the Processing Complete status, and the process ends. The status of the requisition is updated to Processed.
Example
This example shows the movement of a work unit from one level to the next, based on the defined approval values for each level.
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Level1 = 500
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Level2 = 1000
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Level3 = 5000
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Level4 = 10000
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Level5 = 50000
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Level6 = 100000
The requisition approval value is $4500. If Level1 approves the requisition, then the work unit moves to Level2 for approval. If Level2 approves the requisition, then the work unit status changes to Processing Complete and the requisition is processed. Level3 through Level6 do not receive the work unit because the approval value is only $4500 and Level3 value is greater than the approval value. Therefore, those levels do not need to approve this work unit.