Approval levels

Approval levels define the maximum adjustments and refunds that employees can approve. For example, an agency might allow adjustments and refunds below $100.00 to be added without approval. Amounts of $100.00 or more require supervisor approval, $250.00 or more require manager approval, and $1,000.00 or more require executive approval.

Each approval level that you define is assigned an order number. Lower order numbers indicate higher levels of authority, such as 1 for executives, 2 for managers, 3 for supervisors, and 4 for employees. Infor Public Sector also creates an access item for each approval level in Access Control, which you can use to assign employees to different approval levels. A user who isn’t assigned to any approval level requires approval for all transactions.

When you create an adjustment or refund line item, Infor Public Sector shows a field for each approval level in the order indicated by their order numbers. You can then specify the maximum amount that users at each approval level can authorize.

See Defining an adjustment or refund line item.

Approval levels do not restrict the amounts of adjustments or refunds that employees can add, but the amounts that they can commit to the system. When employees add adjustments or refunds that require approval, Infor Public Sector marks the transactions as pending and shows them in the Submitted Pending Adjustments or Submitted Pending Refunds item in My Infor. A user with the necessary approval levels can then approve or reject the transactions.