Defining an endorsement type

Endorsements grant additional rights to a licensee to provide products or services that are not covered by a license.

  1. Select License > Setup > License Workflow.
  2. In the License Types tree, browse to the Endorsement node for the correct license type or milestone.
  3. Click the Endorsement node.
  4. Click Add above the grid.
  5. Type a name for the endorsement in the Endorsement Type field.
  6. Type a description of the endorsement in the Description field.
  7. If you want to track personalized information for endorsements of this type, define an endorsement detail.
  8. To associate initial and final milestones with the endorsement type, specify them in the Initial Milestone and Final Milestone fields.
    To associate milestones, you must have already defined the endorsement milestones using the Milestone node. If you haven't defined these milestones yet, you can finish creating the endorsement type, define the endorsement milestones, and then add them by editing the endorsement type. Note that the milestones that you specify in these fields are displayed under Milestones.
  9. Specify any other information about the endorsement type.
    You can leave the Add On Milestone field empty to indicate that the endorsement type will not be added automatically during the licensing process but can be added manually. You can specify a milestone in the Add On Milestone field to indicate that the endorsement type will always be added at that milestone. If you specify a milestone in the Add On Milestone field, you can also use the Add On Condition Formula field to specify a formula that calculates whether the endorsement type is added at the milestone indicated. If the Add On Condition is satisfied or if no Add On Condition is specified, Infor Public Sector adds the endorsement when the license reaches the specified milestone. You can also specify a default status for the endorsement when it is first added to a license record and type any standard operating procedures that your agency should follow for endorsements of this type.
  10. Click Save.
    Infor Public Sector saves the endorsement type to the license type and shows it in the Endorsement grid. If you specified a milestone, the endorsement type is also displayed in the grid for the Endorsements node under that milestone.
  11. When you're finished defining endorsement types, click Close and set up access control for each endorsement.