Approving Services Expenses Using the 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 or tablet. The tablet version is also available for desktop use.

Services expense workflow enables service providers to complete and submit expenses for approval upon completing a service expense report. Once the service expense report has been submitted for approval, the Application Workflow Engine runs the expense report through the defined approval process. For information about registering and defining an approval process for services expenses, see Setting Up Expense Workflow.

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, Pushback (only available for multiple approvers), or Hold within the approval pages.

Services expense 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 - Services Expense list page (EOAWMA_MAIN_FL) to view a list of pending approvals for services expenses.

Navigation:

Employee Self Service > Approvals

On the Pending Approvals page, select Services Expense in the View By - Type pane to view the expense reports in the right pane.

Smartphone: On the Pending Approvals - View By Type page, select Services Expense to open a new page that lists the expense reports.

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

From the list page, you can do the following:

• Review header information for the services expense reports currently routed for approval. To access header details for a particular expense report, select the header row.

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

Use the Services Expense header approval page (EOAWMA_TXNHDTL_FL) to review header details for a single expense, and approve, deny, hold, or push back the expense report, depending on role criteria.

Navigation:

Select an expense report in the list on the Pending Approvals - Services Expense list page.

This example illustrates the fields and controls on the Services Expense header approval page.

This example illustrates the fields and controls on the Services Expense header approval page as displayed on a smartphone.

When viewing the services expense report on a smartphone, you must scroll down to view more expense lines, approver comments field, and the approval chain.

Use the Services Expense line detail page (SPA_FL_APPR_LN) to review a display-only line summary and details.

Navigation:

Select an expense line item in the Lines section on the Services Expense header approval page.

This example illustrates the fields and controls on the Services Expense line detail page.