Understanding PeopleSoft Mobile Approvals for Receivables
This chapter discusses Fluid approval pages for Receivables, and describes how to set up and access these pages in the PeopleSoft Fluid User Interface.
The PeopleSoft Mobile Approvals feature provides an option to approve transactions using a mobile device using the PeopleSoft Fluid User Interface as opposed to using the Classic User Interface. Approvers can take Approval Workflow Engine (AWE) actions on select PeopleSoft transactions pending their approval using different form factors.
In order to use the Mobile Approval feature, applications must set up the Approval Framework. All transactions must be created in the database and adhere to the Approval Framework logic and configuration.
For Fluid approvals, PeopleSoft Receivables uses Enterprise Components - Fluid Approvals technology, which consists of Enterprise Objects Approval Workflow (EOAW), Application Workflow Engine (AWE), and Enterprise Objects Page Composer (EOPC). A minimum tools release of 8.54.07 is required for Fluid Approvals.
See Setting Up PeopleSoft Mobile Approvals for Receivables.
Working with Write-Off and Refund Approvals in Receivables
The PeopleSoft Fluid User Interface enables you to approve write-offs in payment and credit card worksheets, draft worksheets, and maintenance worksheets, and refunds in maintenance worksheets. After the request has been submitted, it goes through the approval process. 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 worksheet details, including line details. Each approver in the workflow selects an appropriate action, such as approve, deny, or push back (only available for multiple approvers) within the approval pages.
See:
Approving Draft Write-Offs Using PeopleSoft Fluid User Interface.
Approving Maintenance Write-Offs Using PeopleSoft Fluid User Interface.
Approving Payment Write-Offs Using PeopleSoft Fluid User Interface.
Approving Maintenance Refunds Using PeopleSoft Fluid User Interface.
Push notifications are also supported for approvals; push notifications are a framework delivered in PeopleTools.
The Notifications button in the Oracle banner shows a counter for new push notifications. Note that the counter disappears once you view the notification list. Each notification link takes you directly to the Approval Header Detail page for items awaiting your approval. Push notifications are available in the classic interface and PeopleSoft Fluid User Interface as of PeopleTools 8.54.
Use the Notifications button to view push notifications for approvals and other workflow items that need the current user’s attention, based on user ID.
Navigation:
Select the Notifications button in the Fluid banner at the top of the page to view actions and alerts.
This example illustrates the Notifications button as displayed on a desktop (LFF). The counter shows the number of new push notifications.
In the classic interface, a link on the Actions tab directly accesses the payment, credit card, maintenance, or draft worksheet page. When you select an action item link while in the PeopleSoft Fluid User Interface, the system opens the Pending Approvals page in PeopleSoft Fluid User Interface.
For more information about setting up push notifications, see Setting Up Write-Off Approval Workflow. For more information about the Push Notification Framework, see the product documentation for PeopleTools: System and Server Administration.