Defining an endorsement milestone

  1. Select License > Setup > License Workflow.
  2. In the License Types tree, browse to the Milestones node for the correct license type.
  3. Right-click the Milestones node and select Create a Milestone.
  4. Type a name for the milestone in the Milestone field.
    The name must be unique within the license type but can be reused in other license types.
  5. Select the Used for Endorsements check box.
    The Endorsement Type, Endorsement Status, and Endorsement Date lists become available.
  6. If you want to use this milestone for a specific endorsement type, select that endorsement type from the Endorsement Type list.
  7. Under Next Milestone, specify the milestone that follows the current milestone within the endorsement's approval process.
    If the next milestone will always follow the current milestone, specify the name of that milestone in the Default Next Milestone field. If you want Infor Public Sector to calculate the next milestone based on a formula, specify the formula in the Next Milestone Formula field.
    You must have already defined the next milestone.
  8. Specify any other information about the milestone.
    You can indicate the endorsement status that Infor Public Sector will assign to an endorsement at this milestone, such as Active, Inactive, or Transferred. You can select the type of status date that Infor Public Sector will use, such as Issued or Inactive. Among other properties, you can define the order in which the milestone is displayed in the License Types tree using the Display Order field. You can also type any standard operating procedures that your agency should follow.
  9. Click Save.
    Infor Public Sector closes the dialog box and saves the milestone. The new milestone is also displayed in the License Types tree along with all the other milestones for the license. This milestone is now a part of the endorsement's approval process.
  10. Define the necessary supporting information for the milestone.
    You can define condition types, inspection types, periodic inspection schedules, review types, and details that will be added to an endorsement when it reaches this milestone. You can also define the status checks that Infor Public Sector will run and the fee types that Infor Public Sector will charge. Note that you can't use deposit accounts to pay endorsement fees, so any fees defined for endorsement types must fall under the Standard fee category, rather than Initial, Additional Deposit, or At Cost.