Approving Vouchers Using Mobile Approvals

This section discusses approving vouchers using Mobile Approvals.

Page Name

Definition Name

Usage

Approvals Tile

HMAP_APPR_TILE_FL

Review pending and historical approval requests that are associated with the user

Pending Approvals Page

EOAWMA_MAIN_FL

View a list of all transactions that apply to the selected transaction category and access the respective transactions that are pending your approval

Filters Page

EOAWMA_FLTR_SCF

Refine the results displayed in the Pending Approvals page.

Voucher Page

EOAWMA_TXNHDTL_FL

View transaction information and perform approval tasks.

Approval Chain Page

EOAWMA_APPC_SCF

View and add to the approval chain.

Approve Page

EOAWMA_HDRACT_SCF

Submit or cancel your action selected for the transaction.

Distributions Page

EOAWMA_TXNDTL_FL

View line details.

Approvals History Page

EOAWMA_MAIN_FL

View a list or approval transactions you have worked on in the past.

See Understanding Mobile Approvals.

Use the Approvals tile (HMAP_APPR_TILE_FL) to access the Pending Approvals page.

Image: Approvals Tile

This example illustrates the Approvals tile.

Approvals Tile

For information about how to add a tile to a PeopleSoft Fluid Home page, see Adding Homepages and Tiles

The tile can show the total number of pending approvals. If no pending approvals are available, the tile does not display a number count.

Use the Pending Approvals page (EOAWMA_MAIN_FL) to view a list of all transactions that apply to the selected transaction category and access the respective transactions that are pending your approval.

Image: Pending Approvals page

This example illustrates the fields and controls on the Pending Approvals page. You can find definitions for the fields and controls later on this page.

Pending Approvals page

Note: Approval transactions listed for each user depends on the permission level established for the user logged in.

Notifications

You can select the Notification flag icon at the top of either the PeopleSoft Fluid or Classic pages to view alerts in a notification window.

Action Menu

You can access one of these approval views (by selecting the Action Menu drop-down icon) to access either of these pages:

  • Pending Approvals: An approver can view transactions pending their approval under one interface, thus eliminating the need to go to several different components to look for pending approvals.

  • Approvals History: An approver can view approval transactions that they already worked on. This functionality enables the user to view the status of the approval request in the approval chain and view comments by individuals within the chain. Your administrator defines how far, in the past, historical approvals can be viewed.

Pending Approvals

The Pending Approvals page can display a mixture of HCM and FSCM approvals, based on the permissions of the current user. The initial list is displayed by transaction type and the corresponding number of pending approvals.

On the left side of the page, vertical tabs group approval transaction types into categories that are defined by the View By type value selected. The All category type appears at the top of the list for all view types when there are pending transactions. Transaction categories within a View By type display a badge identifying the number of pending approvals for that transaction category. If you do not have pending approvals for a transaction category, the tab does not appear in the list.

Note: If you are using the approvals pages in portrait mode on your mobile device, the page displays an arrow on the left side of the page. Select this arrow to reveal or hide the category tabs.

Select a transaction category tab to display the pending approvals that apply to that category. When you select a transaction category, the page displays pending approvals sorted by the date on which the approval request was received, with the oldest pending approval displaying first.

The system displays View By options on the left side of the page. The system displays a summarized list of the selected View by option on the right side of the page. In the example above, a summary of all pending approvals are displayed. The right side displays header information for the selected View By option (left side).

Field or Control

Definition

View By

Select a type to view a list of transactions to be approved. Options are: Date, Routed, Last, Operator, Priority, Requester, and Type. Depending on the option selected, the options below this field change. For example, if you select Priority, the selection options below this field are High Priority, Medium Priority, Low Priority, or a combination of each depending on applicable transactions.

A bubble count displays the number of transactions within each view by category.

Select the Filter icon to access the Filter page

Filter icon

The Filter icon appears green when filters have been applied to your search.

The right side of the page displays transactions that belong to the selected option on the left. Select a transaction row to access the Voucher Page.

If a transaction type category is not set up to allow mass approvals, then the page lists the approval request transactions but the action buttons do not appear. For these types of transactions, you must select the desired row to access the Voucher Page, and approve the transaction from there. Mass approvals is determined on the Mobile Approval Options - Transactions Page.

Use the Filters page (EOAWMA_FLTR_SCF) to refine the results displayed in the Pending Approvals page.

Image: Filters page

This example illustrates the fields and controls on the Filters page. You can find definitions for the fields and controls later on this page.

Filters Page

Each filter field provides the same options that display below the View By field on the Pending Approvals page. The list is made up of the transactions you need to approve and the View By option selected.

Field or Control

Definition

Cancel

Select to return to the Pending Approvals or Approvals History page.

Done

Select to apply the filters and refine the approval request results on the Pending Approvals or Approvals History page. The Filter icon on the Pending Approvals or Approvals History page changes to green, indicating that there are filters in place.

Reset

Select to reset the filter fields to the default value. This button is only available when you have entered filter values.

Use the Voucher page (EOAWMA_TXNHDTL_FL) to view transaction information and perform approval tasks.

Image: Voucher page

This example illustrates the fields and controls on the Voucher page. You can find definitions for the fields and controls later on this page.

Voucher page

When viewing transaction details on a phone, you must scroll down to view each section; Summary, Lines, Requester Comments, Approver Comments, and approval chain.

The buttons that are available on the page are determined by the Pending Approvals Page:

  • Approve

  • Deny

  • Pushback

  • Hold

  • Request Information

  • More (the page displays this button when the other buttons do not all fit on the page)

Field or Control

Definition

Approve, Deny, Pushback, Hold, Request Information

Select an option for the transaction. When you select one of these buttons, the system allows you to confirm or cancel your action.

View Attachments

Select to open the View Attachments page and view any attachments included at the time of creating the voucher.

Summary Section

The Summary section displays high-level information about the transaction. Most of this information is also displayed on the Pending Approvals page.

Lines Section

The Lines section displays a summarized list of all lines on the transaction. Select the right arrow to access line summary and detail information.

Approval Chain

In some cases the Approval Chain is displayed on the page. In other cases, you access the Approval Chain page by selecting Approval Chain.

Use the Approval Chain page (EOAWMA_APPC_SCF) to view and add to the approval chain.

Image: Approval Chain page

This example illustrates the fields and controls on the Approval Chain page. You can find definitions for the fields and controls later on this page.

Approval Chain page

The Approval Chain section displays the status of the approval chain for the transaction. You can expand and collapse subsections displayed. See application-specific documentation for how this section or page operates.

Use the Approve page (EOAWMA_HDRACT_SCF) to submit or cancel your action selected for the transaction.

Image: Approve page

This example illustrates the fields and controls on the Approve page.

Approve page

Optionally enter a comment and then select the Submit button to send your approval of the transaction to the system. The system removes the transaction from your Pending Approvals queue and adds it to your Approvals History page.

Use the Distributions page (EOAWMA_TXNDTL_FL) to view line details.

Image: Distributions page

This example illustrates the fields and controls on the Distributions page.

Distributions page

Use the Approvals History page (EOAWMA_MAIN_FL) to view transactions that you have previously approved.

Image: Approvals History page

This example illustrates the fields and controls on the Approvals History page.

Approvals History page

The Approvals History page shows approval transactions you have addressed in the past. How far back you can view historical approval transactions is defined by the administrator on the Mobile Approval Options - General Settings Page setup page. This page displays a message below the category tabs indicating the time period for which history is displayed.

When you select a category, the page displays historical approvals sorted by the date on which the last person updated or took action on the request, with the most recently updated approvals displaying first.

Select a transaction row to view details of the transaction.