Common Elements for Treasury Approvals Using PeopleSoft Fluid User Interface

Page Name

Definition Name

Usage

Approvals Tile

HMAP_APPR_TILE_FL

Access the Pending Approvals page, which shows pending approval requests that are associated with the user who is logged in.

See also general information about the Approvals Tile.

Filters Page

EOAWMA_FLTR_SCF

Refine the results displayed in the Pending Approvals page.

See also general information about the Filters Page.

Attachments Page

EOATT_VW_STD_FL

View supporting documentation.

Approval Chain Page

EOAWMA_APPC_SCF

View status and approver information, and add approvers to the approval chain. View approval comments.

See also general information about the Approval Chain Page.

Use the Approval tile to access the Pending Approvals page, which shows pending approval requests that are associated with the user who is logged in.

Navigation:

This tile can be located on any PeopleSoft Fluid Home page.

This example illustrates the Approvals Tile as displayed on a desktop (LFF). The number shown on the tile indicates total pending approvals for all transaction types.

 Approvals Tile (LFF)

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

Navigation:

From the Pending Approvals page, select the Filter icon.

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

Filters Page

Field or Control

Description

Cancel

Select to return to the Pending Approvals page.

Filter

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

Reset

Select to clear filter fields.

Type

Select the transaction type to view pending approvals for that type.

Requester

Select to see pending approvals from this requester.

From

Select to see pending approvals routed from this user.

Date Period

Select to see pending approvals for a period of time.

Priority

Select to filter by the priority level, such as Medium.

Use the Attachments page (EOATT_VW_STD_FL) to view supporting documentation for deal and settlement approvals and deal confirmations.

Attachments are added when the transaction is created.

Navigation:

Select the Transaction Attachments button on the Approval Header Detail page. The number of attachments for the transaction appears on the button.

This example illustrates the fields and controls on the Treasury Deals - Deal Attachments page as displayed on a desktop (LFF). This page is the same on a phone (SFF), except for size.

 Treasury Deals - Deal Attachments page (LFF)

Use the Approval Chain page (EOAWMA_APPC_SCF) to view status and approver information, and add approvers to the approval chain. View approval comments.

Navigation:

Select the Approval Chain button on the Approval Header Detail page.

When viewing an approval on a phone (SFF), you must scroll down to view the transaction attachments, approver comments, and approval chain.