Approving Sourcing Plans 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 plan workflow enables users to approve plans, if approval is required for a sourcing plan. Once the sourcing plan has been submitted for approval, the Application Workflow Engine runs the sourcing plan through the defined approval process. For information about the approval process for sourcing plans, see Approving Strategic Sourcing Project Plans.

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. Each approver in the workflow selects an appropriate action, such as Approve, Deny within the approval pages.

Sourcing plan 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.

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

Navigation:

Employee Self Service > Approvals

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

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

This example illustrates the fields and controls on the Pending Approvals - Sourcing Plans Page (List) page. You can find definitions for the fields and controls later on this page.

This example illustrates the fields and controls on the Pending Approvals - Sourcing Plans 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 sourcing plans currently routed for approval. To access header details for a particular plan, select an plan 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 Plans page (EOAWMA_TXNHDTL_FL) to review header details for an plan, and approve or deny an plan, depending on role criteria.

Navigation:

Select an sourcing plan in the list on the Pending Approvals - Sourcing Plans list page.

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

This example illustrates the fields and controls on the Sourcing Plans (Line Detail) page. You can find definitions for the fields and controls later on this page.