Defining an approval level

This topic explains how to define an approval level if your agency is using the standard approval functionality. If you're using Advanced Approval, an approval level has a different meaning.

See Creating an approval level.

  1. Select Billing > Setup > General > Approval Level Setup.
  2. Click Add above the Approval Level Setup grid.
  3. Type a name for the approval level in the Name field.
  4. Type a description of the approval level in the Description field.
  5. Type a number in the Order field.
    Order numbers are used to rank approval levels, with lower numbers indicating higher levels of authority. For example, you might assign an order number of 1 to executives, 2 to managers, and 3 to supervisors. The order numbers determine the order in which the approval level amount fields will be displayed when you define an adjustment or refund line item.

    See Defining an adjustment or refund line item.

  6. Click Save.
  7. In Access Control, assign the permission for the approval level to the appropriate roles.
    Approval level permissions are under Billing > Approval Levels in the Permissions tree. In general, it is best to grant each role only the permission for the highest approval level you want to assign to the role. For example, if your approval levels are Executive, Manager, Supervisor, and Employee, you would assign a Manager role the Manager approval level, but not Supervisor or Approval. That way each manager’s My Infor items will show transactions that require manager approval, but not approval from lower levels.