Setting Up Approval Process Definitions (Rules)

To set up approval processes, use the Approval Process Setup component.

Page Name

Definition Name

Usage

Setup Process Definitions Page

EOAW_PRCS_MAIN

Define the stages, paths and steps of the approval definition process.

See Defining Approval Processes

Criteria Definition Page

EOAW_CRITERIA

Define field and monetary criteria to be used in the approval process.

See Defining Approval Criteria

Approval Path Definition Page

EOAW_PATH_SEC

Define approval path details, such as time-related escalation options and reassignment.

See Defining Paths for Approval Processes

Approval Step Definition Page

EOAW_STEP_SEC

Define approval step details, such as approvers and approver requirements.

See Defining Steps for Approval Processes

Use the Setup Process Definitions page (EOAW_PRCS_MAIN) to define the stages, paths and steps of the approval definition process.

Navigation:

Enterprise Components > Approvals > Approvals > Approval Process Setup > Setup Process Definitions

This example illustrates the fields and controls on the Setup Process Definitions page. You can find definitions for the fields and controls later on this page.

 Setup Process Definitions page

Business analysts use this page to define approval definition processes. The process is made up of stages and their paths and steps.

The approval steps that you place on the approval path represent the approval levels that are required for a transaction.

The approval process definition provides the details of application approval rules. General Ledger delivers three demo definitions for:

  1. Actuals

  2. Standard Budget

  3. Default

You can modify the delivered demo definitions, or create your own process definitions.

Note: If a journal meets the definition criteria of more than one approval process, only the first definition selected by AF is used to process this journal. The selection is done using an AF SQL object, EOAWDEFN_SEARCH_SQL, which is ordered by priority, definition ID, and effective date.

Use the Criteria Definition page (EOAW_CRITERIA) to define field and monetary criteria to be used in the approval process.

Navigation:

Enterprise Components > Approvals > Approvals > Approval Process Setup > Setup Process Definitions > Definition Criteria > Criteria Definition

This example illustrates the fields and controls on the Criteria Definition page. You can find definitions for the fields and controls later on this page.

 Criteria Definition page

Criteria entered on this page determines which definition ID is to be used to process the approval.

Field Criteria

Field or Control

Description

Record

Select the record to be used to define the field criteria. Select from the following:

  • JRNL_AF_HFLD_VW: use this delivered view to define the criteria for journal header fields.

  • JRNL_AF_LFLD_VW: use this delivered view to define the criteria for journal line fields.

  • JRNL_AF_ACCT_VW: use this delivered view to define the criteria on related account property fields, such as Account Type, Open Item Account, Statistical Account, and Balance Sheet Indicator.

Note: To use other journal header, line and account-related fields that are not included in the delivered views (JRNL_AF_HFLD_VW, JRNL_AF_LFLD_VW and JRNL_AF_ACCT_VW), you can add those fields to the corresponding view via Application Designer and rebuild the views.

Note: For line and account field criteria, since the approval was set to the header lever (as long as one line meets the criteria), the whole journal is subject to approve.

Field Name

Select the field from the selected record for which to define the field criteria.

Monetary Criteria

Field or Control

Description

Amount Record

Select the record to be used to define the monetary criteria.

Amount Field

Select the amount field to be used to define the monetary criteria.

Note: The value in the Amount Field is first converted from the currency code in the Currency Field to the currency code that is entered in the Currency Code field by the rate type that is entered. The result is then used to compare with the value entered in the Amount Field. Also, the amount is summarized before the currency conversion, so journal line amount criteria cannot be used there because the majority of GL journals are balanced.

Use the Approval Path Definition page (EOAW_PATH_SEC) to define approval path details, such as time-related escalation options and reassignment.

Navigation:

Click the Details link within the Paths group box of the Setup Process Definitions page.

This example illustrates the fields and controls on the Approval Path Definition page. You can find definitions for the fields and controls later on this page.

 Approval Path Definition page

After adding a path (or paths) on the Setup Process Definitions page, use this page to set up additional parameters that determine how the system processes this approval path. Use the Escalate Options to define time elements to be used when an approver requires too much time to approve or deny a pending request.

See For the usage details, see PeopleSoft Enterprise FSCM documentation: Approval Framework

Use the Approval Step Definition page (EOAW_STEP_SEC) to define approval step details, such as approvers and approver requirements.

Navigation:

Click the Details icon within the Steps group box of the Setup Process Definitions page.

This example illustrates the fields and controls on the Approval Step Definition page. You can find definitions for the fields and controls later on this page.

 Approval Step Definition page

After adding a step (or steps) on the Setup Process Definitions page, use this page to set up additional parameters that determine how the system processes this approval step.

See PeopleSoft Enterprise Components documentation; Approval Framework.