Defining an initial milestone

For Infor Operations and Regulations to advance a license through its licensing process and to automatically add fees, reviews, and other items to a license, the license type must have an initial 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 Initial License Milestone check box.
  6. Under Next Milestone, specify the milestone that follows the current milestone within your licensing 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 Operations and Regulations to calculate the next milestone based on a formula, specify the formula in the Next Milestone Formula field.
  7. Specify any other information about the milestone.
    You can indicate the license status that Infor Operations and Regulations will assign to a license at this milestone, such as Active or None. You can select the type of status date that Infor Operations and Regulations will use, such as Processed or None. Among other properties, you can specify 1 in the Display Order field so that Infor Operations and Regulations shows this milestone first in the License Types tree. You can also type any standard operating procedures that your agency should follow.
  8. Click Save.
  9. Define the necessary supporting information for the milestone.
    You can define condition types, fee types, inspection types, periodic inspection schedules, review types, and details that will be added to a license when it reaches this milestone. You can also define the status checks that Infor Operations and Regulations will run.