Advanced approval

Advanced approval provides for a more complex adjustment and refund approval process than the standard approval functionality in Infor Public Sector Billing. The advanced approval functionality replaces the standard functionality if your agency has activated the Advanced Adjustment Approval or Advanced Refund Approval features in Feature Switches.

With the standard approval functionality, a submitted adjustment or refund can require a single approval based on the dollar amount. With advanced approval, submissions can require multiple approvals by employees at different levels. For example, a refund over a certain amount might require approval by a supervisor, then by a manager, and finally by an executive. You can also define different approval rules for different types of adjustments and refunds.

Similar to Delinquency Setup, Advanced Approval Setup uses approval groups and approval schemes to define your approval processes. First, each adjustment or refund line item type can be associated with an approval group, which defines general rules for approving line items of that type. If a line item type is not associated with an approval group, then no approval is required.

Each approval group includes one or more approval schemes, each of which defines a specific approval process. If you associate an approval scheme with a line item type and an approval group, Infor Public Sector will always use the specified scheme for line items of that type. If you only specify an approval group, Infor Public Sector will select the correct scheme for each submitted line item based on the rules defined for the group.

Finally, each approval scheme has one or more approval levels associated with it. When a submitted adjustment or refund requires approval, Infor Public Sector first selects the correct approval scheme, then selects the initial approval level based on the rules defined for the scheme and the dollar amount of the submission. Each level has one or more approval roles associated for it, which define which employees can approve submissions at that level.

When a submission is approved at a given level, it may be finalized or it may require additional approvals. If additional approvals are required, Infor Public Sector again uses the rules defined for the approval scheme to select the correct level. You can also define how Infor Public Sector routes submissions that have been rejected.