Understanding Fluid Approvals

The PeopleSoft Approval feature provides an option to approve transactions using a mobile device using the Fluid User Interface as opposed to using the Classic User Interface. Approvers continue to take Application Workflow Engine (AWE) actions on PeopleSoft transactions pending their approval, but can do so using any form factor. See Access Approval Pages.

Important! PeopleSoft Financials and Supply Chain Management is converting from PeopleTools - Mobile Approval Platform (MAP) technology to Enterprise Components - Fluid Approval technology. This chapter discusses Enterprise Components - Fluid Approval only. For information about PeopleTools MAP technology, see previous image documentation.

Note: When taking PeopleSoft Image 20, if you select ‘All Updates Not Installed’ you receive Fluid approval technology for applications that previously used MAP technology. In addition, if you pull any MAP main Unit of Work (UOW) from a previous image, it switches all MAP applications to a Fluid Approval application.

Click to view a Video Feature Overview of PeopleSoft FSCM Fluid Approvals.

Enterprise Components - Fluid Approval Framework technology consists of; Enterprise Objects Approval Workflow (EOAW), Application Workflow Engine (AWE), and Enterprise Objects Page Composer (EOPC). A minimum tools release of 8.54 is required for Fluid Approvals.

In order to use the Fluid Approval feature, applications must utilize the Approval Framework, also known as Approval Workflow Engine (AWE). All transactions must be created in the database, and adhere to the Approval Framework logic and configuration within each application.

Fluid Approvals provide a convenient option to review and approve pending transactions, including these tasks from a mobile device, depending on the application:

Approve, deny, push back, or hold pending transactions at the header level and the line level.

You can perform approval actions for one or more transactions, depending on setup.
Add comments for approval actions.
View approvals that other approvers have approved.
View requestor comments and attachments associated with the pending transaction.

For Enterprise Components - Fluid Approval Technology, the prerequisites are:

PeopleTools 8.54 is the minimum requirement.
Follow the instructions in the Fluid Approval Installation document, which can be accessed on Oracle’s My Oracle Support (support.oracle.com), document number 2166359.1.
Enable and configure the PeopleSoft applications for Approval Framework.
See Understanding the Approval Framework Feature.

This table lists the PeopleSoft applications and transactions that allow fluid approvals.

PeopleSoft Application	PeopleSoft Fluid Approval Transactions	Additional Information
Asset Management	Cost adjustments Cost line additions Cost transfers (including interunit and chartfield transfers) Cost recategorizations Cost revaluations Fixed price markups Addition reversal Adjustment reversal Interunit transfer reversal Transfer Reversal Asset Physical Transfer Asset Retire Asset Disposal Asset Self Service Mass Transaction Manager Asset Upload Spreadsheet Data	See Approving Assets Using the PeopleSoft Fluid User Interface
Billing	Invoice	See Approving Invoices Using PeopleSoft Fluid User Interface
Commitment Control	Budget Journal	See Approving Control Budget Journals Using Mobile Approvals
eSettlements	Invoice	See Approving Invoices Using Mobile Approvals
Expenses	Expense Reports Expense Reports Post Payments Time Reports Time Adjustments Travel Authorizations Cash Advances Cash Advance Post Payments	Approving Expense Reports Using PeopleSoft Fluid User Interface Approving Expense Reports Post Payments Using PeopleSoft Fluid User Interface Approving Time Reports Using PeopleSoft Fluid Interface Approving Time Adjustments Using PeopleSoft Fluid Interface Approving Travel Authorizations Using PeopleSoft Fluid User Interface Approving Cash Advances Using PeopleSoft Fluid User Interface Approving Cash Advance Post Payments Using PeopleSoft Fluid User Interface
General Ledger	Journal Entry Account Reconciliation ChartField Journal Entries for Posting and Unposting	See Understanding Configurable Workflow Approving Reconciliations Using PeopleSoft Fluid User Interface and Pending Approvals - Field Request Page (Fluid) Defining and Using ChartField Request and Approval Approving Journal Entries for Posting Using PeopleSoft Fluid User Interface Approving Journal Entries For Unposting Using PeopleSoft Fluid User Interface
Grants	Proposal	See Approving Proposals Using the PeopleSoft Fluid User Interface
Payables	Vouchers Payment Requests	See Approving Vouchers Using Mobile Approvals and Approving Payment Requests Using Mobile Approvals.
Project Costing	Project Requests	Approving Project Requests Using Fluid Approvals
eProcurement	Requisitions	See Setting Up Approval Framework in PeopleSoft eProcurement. See Approving Requisitions Using PeopleSoft Fluid User Interface
Purchasing	Purchase Orders Supplier User Registration	See Setting Up the Approval Framework for PeopleSoft Purchasing. Approving Purchase Order Using PeopleSoft Fluid User Interface Approving Supplier User Registration Using the PeopleSoft Fluid User Interface
Receivables	Draft Write-Offs Maintenance Write-Offs Payment Write-Offs Maintenance Refunds	Approving Draft Write-Offs Using PeopleSoft Fluid User Interface Approving Maintenance Write-Offs Using PeopleSoft Fluid User Interface Approving Payment Write-Offs Using PeopleSoft Fluid User Interface Pending Approvals - Maintenance Refund Page
Services Procurement	Service Work Orders Service Expenses Services Invoices Services Progress Logs Services Timesheets	See Approving Services Work Orders Using the PeopleSoft Fluid User Interface Approving Services Expenses Using the PeopleSoft Fluid User Interface Approving Services Invoices Using the PeopleSoft Fluid User Interface Approving Services Progress Logs Using the PeopleSoft Fluid User Interface Approving Services Timesheets Using the PeopleSoft Fluid User Interface
Strategic Sourcing	Sourcing Events Sourcing Plans	See Approving Sourcing Events Using PeopleSoft Fluid User Interface Approving Sourcing Plans Using PeopleSoft Fluid User Interface
Treasury	Treasury Settlements Treasury Deals Deal Confirmations	Approving Settlements Using the PeopleSoft Fluid User Interface Approving Deals Using PeopleSoft Fluid User Interface Confirming Deals Using PeopleSoft Fluid User Interface
Supplier Contract Management	Supplier Contract Clause Supplier Contract	Approving Clauses Using PeopleSoft Fluid User Interface Approving Documents Using PeopleSoft Fluid User Interface
Source to Settle Common Information	Bidder Registration Supplier Registration	Approving Bidder Registrations Using the PeopleSoft Fluid User Interface Approving Supplier Registrations Using the PeopleSoft Fluid User Interface Pending Approvals Page
Maintenance Management	Preventive Maintenance Schedules Work Orders	See Approving Preventive Maintenance Schedules Using PeopleSoft Fluid User Interface. See Approving Work Orders Using PeopleSoft Fluid User Interface.

The PeopleSoft Fluid User Interface is designed for users to access PeopleSoft pages using multiple form factors:

SFF: Small Form Factor, such as smart phones.
MFF: Medium Form Factor, such as tablets.
LFF: Large Form Factor, such as large tablets.
XLFF: Extra Large Form Factor, such as desktops.

When using a mobile device, you can access the approval pages by selecting the Approvals tile from any home page. When you access the approval pages by selecting the Approvals tile, the first page you see is the Pending Approvals page. The Pending Approvals page displays differently depending on your form factor. Approval transactions listed for each user depends on the permission level established for the user logged in.

Understanding Fluid Approvals

Prerequisites

PeopleSoft Applications - Fluid Approval Transactions

Access Approval Pages