Creating an approval level

  1. Select Billing > Setup > General > Advanced Approval Setup.
  2. In the Approval Processes tree, right-click an approval scheme node and select Create Approval Level.
  3. Specify this information:
    Approval Level
    Specify a name for the approval level.
    Approve Up To
    Specify the maximum dollar amount that employees at this approval level can approve. In a stepped approval scheme, the maximum dollar amount determines the final approval level for each submission. The final approval level is the first approval level that a submission reaches that has an Approve Up To amount that is greater than the amount of the submission.
    Bypass Above
    If you want to bypass this approval level for submissions above a certain dollar amount, specify the amount here.
    Note: This option is only available for stepped approval schemes.
    Approval Option
    The approval option indicates how you want to process submissions that are approved at this level. You can select one of three options.
    • Next Level: Infor Public Sector will send the submission to the approval level with the next highest dollar amount. Final approval is granted at the first approval level with a maximum dollar amount that is greater than the amount of the submission.
    • Level Name: Infor Public Sector will send the submission to the specified approval level. When you select this option, a field is displayed to the right that you can use to specify the name of the next level.
    • Level Formula: Infor Public Sector will use a formula to select the next approval level. When you select this option, a field is displayed to the right that you can use to specify the formula.
    Rejection Option
    The rejection option indicates how you want to process submissions that are rejected at this level. You can select one of four options.
    • To Submitter: Infor Public Sector will return the submission to the employee who submitted it.
    • Previous Level: Infor Public Sector will send the submission to the approval level with the next lowest dollar amount.
    • Level Name: Infor Public Sector will send the submission to the specified approval level. When you select this option, a field is displayed to the right that you can use to specify the next level.
    • Level Formula: Infor Public Sector will use a formula to select the next approval level. When you select this option, a field is displayed to the right that you can use to specify the formula.
    Co-sign Required
    If you select the Co-sign Required check box, Infor Public Sector will require that submissions at this level be approved by another user at the same level. Note that this only applies to submission amounts that are less than or equal to the Approve Up To amount. If the submission amount is greater than the Approve Up To amount, then the submission is sent to the next higher level.
  4. Add each approval role that you want to associate with this level to the Approval Roles grid.
    A submission at this level can only be approved by an employee who belongs to one of the specified roles.
  5. Click Save.