Approving Maintenance Refunds Using PeopleSoft Fluid User Interface

This topic discusses approvals for refunds on maintenance worksheets using Enterprise Components - Fluid Approvals technology.

Using maintenance refund approvals, approvers can:

  • Approve, deny, or push back the refund.

  • Perform approval actions for one or more refunds.

  • Add comments for approval actions.

  • View line details.

  • View attachments.

  • Receive approval notifications.

Approvals for maintenance refunds support small and large form factors.

For more information, see Understanding PeopleSoft Mobile Approvals for Receivables and Common Elements for Write-Off Approvals Using PeopleSoft Fluid User Interface.

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.

Delegating Maintenance Refund Approvals

You can use the Delegation Framework to delegate maintenance refund approval authority to other users, who can then take action on specific transactions on your behalf.

For more information, on setting up and using Delegation Framework see:

Understanding Delegation

Configuring Delegation Transactions

Working with Self-Service Delegation

Page Name

Definition Name

Usage

Pending Approvals - Maintenance Refund Page

EOAWMA_MAIN_FL

View a list of all maintenance refund transactions that are pending your approval.

Maintenance Refund - Approval Header Detail Page

EOAWMA_TXNHDTL_FL

View maintenance refund summary and line detail information, and approve, deny, or push back the refund.

Line Details - Maintenance Refund Page

EOAWMA_TXNHDTL_FL

View item summary and line details for the refund.

Use the Pending Approvals - Maintenance Refund page (EOAWMA_MAIN_FL) to view a list of all maintenance refund transactions that are pending your approval.

Navigation:

Approvals (tile) > Select Maintenance Refund in the approval transaction type panel.

This example illustrates the fields and controls on the Pending Approvals - View By Transaction Type panel.

 Pending Approvals - Maintenance Refund page with Transaction Type Panel

This example illustrates the fields and controls on the Pending Approvals - Maintenance Refund page.

Pending Approvals - Maintenance Refund page

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 for maintenance refunds.

Master button

(SFF) Select the Master button on the phone to hide or unhide the panel that shows available transaction types with pending approvals.

Select Maintenance Refund transaction type to view the pending approvals for maintenance write-offs.

Select one or more check boxes to take action on the Maintenance Refund transactions.

Select an individual refund row to access the Maintenance Refund - Approval Header Detail page and review refund details.

You can also approve, deny, or push back refunds from this page.

Enter comments in the Comment field.

Use the Maintenance Refund - Approval Header Detail page (EOAWMA_TXNHDTL_FL) to view maintenance refund summary and line detail information, and approve, deny, or push back the refund.

Navigation:

Select an individual refund row from the Pending Approvals - Maintenance Refund page.

This example illustrates the fields and controls on the Maintenance Refund - Approval Header Detail page.

 Maintenance Refund - Approval Header Detail page

Use this page to review maintenance refund summary and line detail information. Select a row in the Line Details grid to access the Line Details - Maintenance Refund page and view refund line details.

Field or Control

Description

Approver Comments

Enter comments in the text entry field.

Approval Chain

Select Approval Chain to access the Approval Chain pagelet and view the approval hierarchy.

Approve

Select 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 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.

Pushback

Select 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.

Use the Line Details - Maintenance Refund page (EOAWMA_TXNHDTL_FL) to view item summary and line details for the refund.

Navigation:

Select a row in the Line Details grid on the Maintenance Refund - Approval Header Detail page.

This example illustrates the fields and controls on the Line Details - Maintenance Refund page.

 Line Details - Maintenance Refund page