Creating an approval scheme

  1. Select Billing > Setup > General > Advanced Approval Setup.
  2. In the Approval Processes tree, right-click an approval group node and select Create Approval Scheme.
  3. Specify this information:
    Approval Scheme
    Specify a name for the approval scheme.
    Order
    Specify a number indicating the priority of this approval scheme. Depending on how you set up your approval process, the order number can be used to select between different approval schemes.
    Approval Style
    Select the approval style for this scheme. You can select one of two options.
    • Direct: In a direct approval scheme, submissions require a single approval. Infor Public Sector selects the correct approval level for each submission based on the dollar amount.
    • Stepped: In a stepped approval scheme, submissions require multiple approvals at different levels. If an initial approval level formula is specified for the scheme, Infor Public Sector uses the formula to select the correct level for new submissions that use this scheme. If no formula is specified, Infor Public Sector selects the initial approval level based on the dollar amount of the submission and the roles the submitting employee belongs to.
  4. Define any formulas you want to use for this approval scheme. See Approval scheme formulas for a description of each formula field. All formulas are optional, and are used to override the default approval processing.
  5. Click Save.