Approving Sourcing Events Using PeopleSoft Fluid User Interface

PeopleSoft provides mobile approvals using the Enterprise Component Fluid Approvals framework. Approvers can take Application Workflow Engine (AWE) actions on select PeopleSoft transactions pending their approval using a smart phone. The tablet version is also available for desktop use.

Sourcing event approvals enable users to approve events, if approval is required for an event business unit. The process of creating and approving an event might involve the role of a buyer, a purchasing analyst, and a manager. When the event creator clicks the Post button on the Event Summary page (Sourcing > Create Events > Create Event Details, the Application Workflow Engine runs the event through the defined approval process. For information about registering and defining an approval process for sourcing events, see Defining Approval Processes.

Using the PeopleSoft Fluid User Interface, approvers can view a list of pending approvals for various types of transactions, and add comments on the centralized Pending Approvals page. An approver or multiple approvers review the transaction details, including line details. Each approver in the workflow selects an appropriate action, such as Approve, Deny within the approval pages.

Sourcing event approvals also support push notifications, a framework delivered in PeopleTools. The flag icon in the Oracle banner shows a counter for new push notifications. Note that the counter disappears once you view the push notification list. The notification link takes you directly to the header approval page for items awaiting your approval.

For information about registering and defining an approval process for sourcing events, see Defining Approval Processes.

Use the Pending Approvals - Sourcing Events list page (EOAWMA_MAIN_FL) to view a list of pending sourcing events.

Navigation:

Procurement Operations > Approvals

On the Pending Approvals page, select Sourcing Events in the View By - Type pane to view the events available for approval in the right pane.

Smartphone: On the Pending Approvals - View By Type page, select Sourcing Events to open a new page that lists the events available for approval.

This example illustrates the fields and controls on the Pending Approvals - Sourcing Events list page.

This example illustrates the fields and controls on the Pending Approvals - Sourcing Events list page as displayed on a smartphone. You can find definitions for the fields and controls later on this page.

From this list page, you can do the following:

• Review basic information for the events currently routed for approval. To access header details for a particular event, select an event row.

• Use the filter to narrow results on the page. For more information about using the filter, see the Filters Page.

Oracle PeopleSoft delivers Notification Composer Framework to manage the setup and administration of notifications in one central location. Once you have adopted the Notification Composer feature, you must use it to create new notifications and manage your existing notifications.

For more information about Notification Composer Framework, see Understanding Notification Composer.

Use the Sourcing Events page (EOAWMA_TXNHDTL_FL) to review header details for an event, and approve or deny an event, depending on role criteria.

Navigation:

Select an sourcing event in the list on the Pending Approvals - Sourcing Events list page.

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

This example illustrates the fields and controls on the Sourcing Events page as displayed on a smartphone. You can find definitions for the fields and controls later on this page.

When viewing a sourcing event on a smartphone, you must scroll down to view the line details, approver comments and approval chain.

Use the Sourcing Events line detail page (AUC_APPR_LINE_FL) to review display-only line details.

Navigation:

Select a line item in the Line Details section on the Sourcing Events page.

This example illustrates the fields and controls on the Sourcing Events line detail page. You can find definitions for the fields and controls later on this page.