Approving Deals Using PeopleSoft Fluid User Interface

This topic discusses deal approvals using Enterprise Components - Fluid Approvals technology. Approvals for deals using the PeopleSoft Fluid User Interface supports small and large form factors. Approvers can do the following:

  • Review deal summary and description.

  • View line summary.

  • Approve, deny, push back, or place the deal on hold.

  • Add comments for approval actions and view comments from previous reviewers.

  • View attachments related to the deal.

  • View the approval chain.

For more information, see Understanding PeopleSoft Mobile Approvals for Treasury and Common Elements for Treasury Approvals Using PeopleSoft Fluid User Interface.

Page Name

Definition Name

Usage

Treasury Deals - 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.

See also general information about the Pending Approvals Page.

Treasury Deals - Approval Header Detail Page

EOAWMA_TXNHDTL_FL

View deal information and line summary, and approve, deny, push back, or place the deal on hold, depending on role criteria and number of reviewers.

See also general information about the Approval Header Detail Page.

Treasury Deals - Line Details Page

TR_APPRVL_LINE_FL

View deal line details.

See also general information about the Approval Line Detail Page.

Use the Treasury Deals - 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.

Navigation:

Select Treasury Deals in the approval list panel on the left side of the page.

This example illustrates the fields and controls on the Treasury Deals - Pending Approvals page as displayed on a desktop (LFF).

 Treasury Deals - Pending Approvals page (LFF)

This example illustrates the fields and controls on the Treasury Deals - Pending Approvals transaction type page as displayed on a phone (SFF).

 Pending Approvals transaction type panel (SFF)

This example illustrates the fields and controls on the Treasury Deals - Pending Approvals list page as displayed on a phone (SFF).

 Treasury Deals - Pending Approvals list page (SFF)

Field or Control

Description

Filter button

Select the Filter button to access the Filters page. Use the filter to refine the results displayed in the pending approvals list.

Navigation Panel Control button

(SFF) Select the Navigation Panel Control button on the phone to hide or unhide the panel that shows available transaction types with pending approvals. Select the Treasury Deals transaction type to view the pending approvals for deals.

Use the Treasury Deals - Approval Header Detail page (EOAWMA_TXNHDTL_FL) to view deal information and line summary, and approve, deny, push back, or place the deal on hold, depending on role criteria and number of reviewers.

Navigation:

Select a Treasury Deal transaction in the Pending Approvals list.

This example illustrates the fields and controls on the Treasury Deals - Approval Header Detail page as displayed on a desktop (LFF).

 Treasury Deals - Approval Header Detail page (LFF)

This example illustrates the fields and controls on the Treasury Deals - Approval Header Detail page as displayed on a phone (SFF). On a phone, you must scroll down to view the attachments, comments, and approval chain fields.

 Treasury Deals - Approval Header Detail page (SFF)

Enter comments in the Comment field. Then select one of the following approval action buttons. The buttons available depend on the approvals setup in the Approval Framework.

Field or Control

Description

Approve

Select this button to approve the transaction. The system prompts you to provide comments and submit the approval. This action routes the approval to the next approver in the chain.

Deny

Select this button to deny the transaction. The system prompts you to provide comments and submit the denial. When you deny a transaction, that status changes to Denied and the transaction is removed from the approval queue.

More

Select this button to choose another available action. For a deal approval, you can place the approval on hold or push back to the previous reviewer.

Pushback

Select this button to send the request back to the previous approver. This option is only available for second or subsequent approvers in a multiple-approver workflow path.

Hold

Select this button to place the deal on hold. When a transaction is on hold, the approval remains pending until the approver selects further action, such as Approve, Deny, or Pushback.

Upon selecting an action, you have the option to select Submit to continue the action or Cancel to back out of the action. When you submit the action, the system generates a message that the action is successful.

Field or Control

Description

Line Summary

View line information and select a line to access the line details.

Transaction Attachments

Select the right arrow to open the Attachments page, where you can open and view attachments. The number of attachments for the transaction appears on the button.

The attachment option appears only when the item has related attachments.

Comment

Enter comments in the text entry field.

When viewing a deal approval on a phone, you must scroll down to view the approver comments and approval chain.

Approval Chain

Select the right arrow to open the Approval Chain page.

Use the Treasury Deals - Line Details page (EOAWMA_TXNDTL_FL) to view deal line details.

Navigation:

Select the line in the Line Summary on the Treasury Deals - Approval Header Detail page.

This example illustrates the fields and controls on the Line Details page as displayed on a desktop (LFF).

Treasury Deals - Line Details page (LFF)

This example illustrates the fields and controls on the Treasury Deals - Line Details page as displayed on a phone (SFF). On a phone (SFF), you may need to scroll down to see more details.

 Treasury Deals - Line Details page (SFF)