Activating advanced approval

The Advanced Adjustment Approval and Advanced Refund Approval features provide for a more complex approval process than the standard approval functionality. With Advanced Approval you can define multilevel approval hierarchies, so that an adjustment or refund requires more than one approval before it can be finalized.

Advanced Approval uses approval groups and approval schemes to define the approvals that a submitted adjustment or refund must receive. If you have any pending submissions that are awaiting approval when you activate Advanced Approvals, you must specify the approval group you want to use. You can also specify an approval scheme for the submissions, or you can let Infor Operations and Regulations select the scheme based on the rules defined for the approval group.
Note: Activating the Advanced Adjustment Approval feature will also activate the Adjustment Packages feature.
  1. In Feature Switches, click the Activate link for the Advanced Adjustment Approval or Advanced Refund Approval feature.
    If there are any pending adjustments or refunds in the system, the Advanced Approval Activation dialog box is displayed.
  2. In the Approval Group field, specify the approval group that you want to use for your pending adjustments and refunds.
  3. In the Approval Scheme field, specify the approval scheme that you want to use.
    Note: This step is optional. If you only specify an approval group, Infor Operations and Regulations will select the scheme based on the rules defined in Advanced Approval Setup.
  4. Click Save.