Setting Up PeopleSoft Mobile Approvals for Receivables

This topic discusses how to set up approvals in Receivables using the PeopleSoft Fluid User Interface.

Before you begin to set up approvals, establish write-off limits by SetID, customer, and requester.

Enable Write-Off Workflow for Approvals in Receivables

Enable the write-off workflow for approvals on the Receivables Options - Payment Options page (Set Up Financials/Supply Chain > Business Unit Related > Receivables > Receivables Options > Payment Options). Select the Enable Write-Off Workflow option.

Enable Refund Workflow for Approvals in Receivables

Enable the refund workflow for approvals on the Receivables Options - Payment Options page (Set Up Financials/Supply Chain > Business Unit Related > Receivables > Receivables Options > Payment Options). Select the Enable Refund Workflow option.

Set Up User Roles and Permissions

Define approval path steps by user role on the Setup Process Definitions page (Enterprise Components > Approvals > Approvals > Approval Process > Setup Process Definitions) for these process IDs:

Process ID

Usage

ARDraftWriteOff

Approve write-offs in draft worksheets.

ARMaintWriteOff

Approve write-offs in maintenance worksheets.

ARPaymentWriteOff

Approve write-offs in payment and credit card worksheets.

ARRefund

Approve maintenance refunds.

To set up role permissions, go to the User Profiles - Roles page (PeopleTools > Security > User Profiles > User Profiles > Roles).

Set Up Approval Framework

The system delivers the Receivables write-off process IDs on the following setup pages:

  • Register Transactions page (Enterprise Components > Approvals > Approvals > Transaction Registry > Register Transactions).

  • Configure Transactions page (Enterprise Components > Approvals > Approvals > Transaction Configuration > Configure Transactions).

Verify mobile approval options on the Transactions page (Enterprise Components > Approvals > Approvals > Mobile Approval Options > Transactions) for these transaction IDs:

Transaction ID

Transaction Name

ARDFWO

Draft Write-off

ARMTWO

Maintenance Write-off

ARMTRF

Maintenance refund

ARPYWO

Payment Write-off

The transaction IDs are predefined in the system:

  • On the Handlers tab, the Root Package ID is used to locate the Application Class. The Root Package ID should be AR_WORKSHEET unless your company requires a customized implementation.

  • On the Actions tab, select the actions that you want to enable on the mobile approval page: Approve, Deny, and Pushback are selected by default.

  • On the Images tab, you can accept the default images that show up on the mobile approval page or choose your own.

Set Up Common Fluid Approval Framework

The system delivers the following configuration IDs for attachments shown in approvals:

  • AR_DFWO_ATTCH

  • AR_MTWO_ATTCH

  • AR_PYWO_ATTCH

For configuration details, see the CAVF Configuration Setup page (Enterprise Components > CA View Framework > CAVF Configuration Setup > CAVF Configuration Setup).

Configure Pages in Page Composer

PeopleSoft Receivables uses Enterprise Components – Fluid Approvals technology to deliver payment write-off approval pages in the PeopleSoft Fluid User Interface. Approval pages are configured for extra-large and small form factors for the Fluid Approval Component.

Mobile approval pages may look different if a business has customized the page setup using Page Composer.

To access the Page Composer, go to the Common Approvals Management Home Page > Page Composer Tile > Page Composer Search Page.

Search for the APPROVALS definition to open the Fluid Approvals Component page, where you can select the desired composition ID.