Setting Up PeopleSoft Mobile Approvals for Treasury
This topic discusses how to set up approvals for Treasury Settlements, Treasury Deals, and Deal Confirmations using Enterprise Components - Fluid Approvals technology.
Enable Workflow on the Treasury Options Page
Enable the workflow for settlements and deals on the Treasury Options page (
).Settlements: Select the Settlement Approvals check box and select Approval Framework in the Settlement Approval Method drop-down list.
Deals: Select the Enable Deal Preview/Approval check box.
Set Up User Roles and Permissions
Define approval path steps by user role on the Setup Process Definitions page (
) for these process IDs:Settlement Approvals: TreasurySettlementsApproval
Deal Approvals: TreasuryDealApproval
Deal Confirmations: TreasuryDealconfirmation
To set up role permissions, go to the User Profiles - Roles page (
).Set Up Approval Framework
Use the system-defined process IDs on Approval Framework setup pages:
TreasurySettlementsApproval
TreasuryDealApproval
TreasuryDealconfirmation
Go to these setup pages:
Register Transactions page (
).Configure Transactions page (
).
Verify Mobile Approval Options
Verify mobile approval options on the Transactions page (
) for this these system-defined transaction IDs:Settlement Approvals: TRSTL
Deal Approvals: TRDEAL
Deal Confirmations: TRDEALCF
Verify setup on the transactions pages:
Transactions tab: Select the Include in Fluid check box.
Handlers tab: The Root Package ID is used to locate the Application Class. The Root Package ID is TREASURY_APPROVAL unless your company requires a customized implementation.
Actions tab: Select the actions that you want to enable on the mobile approval page: Approve, Deny, Pushback, and Hold are selected by default for settlement and deal approvals. Only Approve and Deny are selected by default for deal confirmations.
Images tab: You can accept the default images that show up on the mobile approval page or choose your own. For information about registering or adding an image on the page, see the product documentation for PeopleTools: Mobile Application Platform, “Dynamically Registering Images.”
Set Up Common Fluid Approval Framework
The system delivers the following configuration IDs for attachments:
Settlement Approvals: TREASURY_ATTACHMENTS
Deal Approvals: DEAL_ATTACHMENTS
Deal Confirmations: DEAL_CONF_ATTCH
For configuration details, see the CAVF Configuration Setup page (
).Configure Pages in Page Composer
PeopleSoft Treasury uses Enterprise Components – Fluid Approvals technology to deliver approval and confirmation pages in the PeopleSoft Fluid User Interface. Composition pages are configured for extra-large and small form factors for these Fluid Approval Components:
Settlement Approvals: TreasurySettlementsApproval
Deal Approvals: TreasuryDealApproval
Deal Confirmations: TreasuryDealconfirmation
Mobile approval pages may look different if a business has customized the page setup using Page Composer.
To access the Page Composer, go to the
.Search for the APPROVALS definition to open the Fluid Approvals Component page, where you can select the desired composition ID.