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 (
). 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 (
). 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 (
) 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 (
).Set Up Approval Framework
The system delivers the Receivables write-off process IDs on the following setup pages:
Register Transactions page (
).Configure Transactions page (
).
Verify mobile approval options on the Transactions page (
) 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 (
).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
.Search for the APPROVALS definition to open the Fluid Approvals Component page, where you can select the desired composition ID.