Approval scheme formulas

This table describes each of the formulas that you can define for an approval scheme. All formulas are optional.

Formula Description
Initial Approval Level The initial approval level formula is used to select the correct level for new submissions that use this scheme. If you don't enter a formula, Infor Public Sector uses the approval roles associated with the scheme's approval levels to select the initial level.
  • If the employee making the submission does not belong to a role that is associated with any of the scheme's approval levels, the submission is not allowed.
  • If the employee belongs to a role that is associated with only one approval level, Infor Public Sector selects that level.
  • If the employee belongs to a role or roles that are associated with more than one approval level, Infor Public Sector selects the level for which the employee has the highest maximum amount.
Early Rejection Infor Public Sector will evaluate this formula to determine whether a submission should be rejected automatically. The formula is executed when an adjustment or refund is first submitted, and after every intermediate approval.
Early Final Approval Infor Public Sector will evaluate this formula to determine whether a submission should be granted final approval automatically. The formula is executed when an adjustment or refund is first submitted, and after every intermediate approval.
Note: If you define both an early rejection formula and an early final approval formula, the early rejection formula is evaluated first. If the early rejection formula returns True, Infor Public Sector will reject the submission and skip the early final approval formula.
Post-Final Approval The post-final approval formula is executed when a submission receives its final approval. The formula can be used to perform actions such as adding log entries or sending emails.
Post-Rejection The post-rejection formula is executed when a submission is rejected. The formula can be used to perform actions such as adding log entries or sending emails.