Approving Cash Advances Using PeopleSoft Fluid User Interface

Page Name

Definition Name

Usage

Pending Approvals - Cash Advance Page (List)

EOAWMA_MAIN_FL

Review and approve multiple cash advances.

For more information, see the Pending Approvals Page

Cash Advance Page (Header Approval)

EOAWMA_TXNHDTL_FL

Review and approve a single cash advance.

For more information, see the Approval Header Detail Page.

Cash Advance Page (Line Detail)

EOAWMA_TXNLDTL_FL

Review additional information about a cash advance.

For more information, see the Approval Line Detail Page

Cash Advance - Exception Comments and Risks page

EX_CA_RISK_SCF

View the exception comments and risk details for cash advance transactions.

If the system determines risk for the transactions, the approver can view the risk level, risk description, the risk criteria that triggered the risk, and the details of the risk.

PeopleSoft Expenses supports delegation of approvals for Cash Advances. Expense users can leverage the Enterprise Components Delegation Framework in order to assign Delegates for approving various transactions. For more information, see Understanding Delegation

Use the Pending Approvals - Cash Advance list page (EOAWMA_MAIN_FL) to review and approve multiple cash advances. Access header details for a specific cash advance.

Navigation:

Employee Self Service > Approvals .

On the Pending Approvals page, select Cash Advance in the View By Type pane to view the Cash Advances in the right pane.

Smartphone: On the Pending Approvals - View By Type page, select Cash Advance to open a new page that lists the Cash Advances.

This example illustrates the fields and controls on the Pending Approvals - Cash Advance list page. You can find definitions for the fields and controls later on this page.

 Pending Approvals - Cash Advance list page

You can set up priority on the Urgency page (Set Up Financials/Supply Chain > Install > Installation Options > Expenses > Urgency Options).

Review header information for the cash advances currently routed for approval. To access header details for a particular transaction, select the header row for a particular cash advance. You can select all or several cash advances on this page and perform a mass action on the selected reports. You can also use the filter to narrow results on the page. For more information about using the filter, see the Filters Page

Field or Control

Description

Approve , Deny, More

Perform a mass action by selecting multiple transactions, and then selecting an approval action button.

Select the More button to display other action buttons Sendback (Return to Submitter) and Hold.

Show or Hide Filters tab

Select this button to expand or collapse the View By Type page.

Risks icon

Indicates the risks identified by the system.

Use the Cash Advance header approval page (EOAWMA_TXNHDTL_FL) to review and approve a single cash advance. Access line details for a specific cash advance.

Navigation:

Select a cash advance in the list on the Pending Approvals - Cash Advance list page.

This example illustrates the fields and controls on the Cash Advance header approval page. You can find definitions for the fields and controls later on this page.

 Cash Advance header approval page

When viewing a cash advance on a smartphone, you must scroll down to view the line information, approver comments, and approval chain.

The approval chain reflects approval status generated by the Application Workflow Engine (AWE). For more information about using AWE workflows, see Approval Framework Overview.

Field or Control

Description

View Attachments

Select to view attachments associated with the cash advance. If there are no attachments associated to the report, this link will be hidden.

View Notes

Select to view notes associated with the cash advance. If there are no notes associated to the report, this link will be hidden.

Lines

Select a line to review additional details about the cash advance. Select the check box for one or more lines to approve or deny a cash advance.

Approver Comments

Enter comments in the text entry field.

Approval Chain

Select to review approval chain information. You can expand or collapse approver information for each line by selecting the Expand/Collapse icon. You can also select the approver name to view approver details.

Approve , Deny, More

Select an action button.

When you select an action button, you have the option to select Submit to continue the action or Cancel to back out of the action. Upon submitting the action, the system generates a message that the action is successful.

Select the More button to display other action buttons Sendback (Return to Submitter) and Hold.

Approvers approve cash advances at the header level. This setting is defined in the Setup Process Definitions page. For more information, see Defining the Setup Process Definitions Component topic in PeopleSoft Enterprise Components, Approval Framework

Risks

Select the Risks link to view the risk details.

Use the Cash Advance line detail page (EOAWMA_TXNLDTL_FL) to review additional information about the cash advance.

Navigation:

Select a cash advance line in the Lines section on the Cash Advance header approval page.

This example illustrates the fields and controls on the Cash Advance line detail page as displayed on a smartphone. You can find definitions for the fields and controls later on this page.

 Cash Advance line detail page

Field or Control

Description

View Accounting

Select to access the Accounting page and view the Accounting details.

Note: Attachments are not available on the Line level for Cash Advances.