Approving Requisitions Using PeopleSoft Fluid User Interface

This section discusses about approving requisitions using the fluid user interface.

Click to watch a short video about PeopleSoft Fluid Requisition.

Page Name

Definition Name

Usage

Pending Approvals Page

Not Available

Review and approve multiple requisitions. Access header details for a specific requisition.

Approval - Requisition Header Detail Page

Not Available

Review and approve a single requisition. Access line item details for a specific line.

Approval Line Detail Page

Not Available

Review display-only line details.

Approvals History Page

Not Available

Review a list of requisition approvals. Access the approval history for a specific requisition.

Approvals History - Requisition Header Page

Not Available

Review the approvals history for a single requisition. Access line item details for a specific line.

Use the Pending Approvals – Requisition list page to review and approve multiple requisitions. Access header details for a specific requisition.

Navigation:

Employee Self Service > Approvals

On the Pending Approvals - View By Type page, select Requisition to view the list of all pending requisitions for approval.

This example illustrates the fields and controls on the Pending Approvals page (1 of 2).

Pending Approvals Menu 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

Review header information for the requisitions currently routed for approval. Select a particular requisition to view the header details. You can select any number of requisitions on this page and perform a mass action on the selected requisitions. You can also use the filter to narrow down the requisitions displayed on this page.

Field or Control

Description

Approve, Deny

Perform a mass action by selecting multiple transactions, then selecting an approval action button.

More

On selecting the More button you can perform one of the two following actions:

  • Pushback

  • Hold

Note: 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 - Requisition header approval page to review and approve a single requisition. Access line item details for a specific line.

Navigation:

Select a requisition in the list on the Pending Approvals - Requisition list page.

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

Requisition Details Fluid page

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

Change Request page

This example illustrates the fields and controls on the Requisition Header Comments and Attachments. You can find definitions for the fields and controls later on this page.

Requisition Header Comments Fluid page

The approval chain reflects approval status generated by the Application Workflow Engine (AWE). For more information about using AWE workflows, see.

Approval Framework Overview

Field or Control

Description

Approve, Deny

Perform an action on this requisition by selecting an approval action button.

Upon selecting an action, you have the option to select Submit to continue the action or Cancel to back out of the action. Upon submitting the action, the system generates a message that the action is successful. You can also add comments before submitting for approval.

Pushback

Select to pushback the request.

Approval Justification Attachments

Select to view the attachments regarding the approval.

Lines

Select a requisition line item to view the line details.

Approver Comments

Enter comments in the text entry field.

Approval Chain

Select to view the approval chain information. You can expand or collapse approval information for each line by selecting the glyph icon. You can also select the approver name to view approver details.

More Information

Field or Control

Description

Header Comments and Attachments

Select the Header comments and attachments to view the collated header comments and attachments for the requisition.

Change Request

Select to view the change request details for the requisition.

Use the Approval Line Detail page to review line details that includes shipping information and line level comments and attachments.

Navigation:

Select a requisition line item in the Lines section on the Requisition header approval page

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

Approval Fluid Line Detail page

Field or Control

Description

Shipping Information

Select to view the fluid approval distribution details for the line item.

More Information

Select the Line comments and attachments to view all the collated line comments and attachments specific to the line item.

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

Distributions page

This example illustrates the fields and controls on the Requisition Line Comments and Attachments page.

Requisition Line Comments and Attachments page

Use the Approvals History- Requisition list page to review a list of requisition approvals. Access the approval history for a specific requisition.

Navigation:

From a Pending Approvals - Requisition page, select the Actions icon on the page banner. Select Approvals History. Then select Requisition on the View By - Type page.

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

Approvals History - Requisition list page (tablet)

Use the Approvals History - Requisition header approval page to review the approvals history for a single requisition. Access line item details for a specific line.

Navigation:

Select a requisition in the list on the Approvals History - Requisition list page.

This example illustrates the fields and controls on the Approvals History - Requisition header approval page.

Approvals History - Requisition header approval page (tablet)