Creating an approval group

  1. Select Billing > Setup > General > Advanced Approval Setup.
  2. In the Approval Processes tree, right-click the root node and select Create Approval Group.
  3. Specify this information:
    Approval Group
    Specify a name for the approval group.
    Approval Scheme
    If you want to use a formula to determine the correct approval scheme for submissions within this group, you can specify the formula here.
    If you don't specify a formula, Infor Public Sector uses the scheme associated with the adjustment or refund line item type of the submission. The employee making the submission must belong to at least one of the approval roles associated with the scheme's approval levels.
    If the line item type doesn't have a scheme, Infor Public Sector searches for the submitting employee in all approval roles associated with all approval levels in this group. If the employee is associated with only one scheme in this way, then Infor Public Sector uses that scheme. If the employee is associated with multiple schemes, Infor Public Sector uses the scheme with the lowest order number.
  4. Click Save.