Understanding the Business Request and Approval Process

Business Request and Approval is a configurable workflow process for requesting the setup of SetID-driven fields and values for such fields as ChartFields. You can request additions or modifications to field values and submit them for approval. Upon final approval, the process saves the new field value and commits changes to the corresponding base tables. It also provides an audit trail of the setup and approval of these values.

Perform the following high-level steps to set up and use the Business Request and Approval process:

  1. Set up the Business Request functionality to enable the field or fields to be used in the request and approval process.

  2. Set up the Business Request Template(s) to define field information for the enabled fields, such as business justification and associated trees, for example.

  3. Configure the approval workflow according to your organization’s requirements for approval of requests for new or modified field values.

  4. Define and use ChartField Request and Approval.

  5. Approve and manage ChartField requests.

  6. Inquire on Business Requests.

Oracle PeopleSoft delivers Notification Composer Framework in Enterprise Components to manage the setup and administration of notifications in one central location.

Once you have adopted the Notification Composer feature, you must use it to create new notifications and manage your existing notifications.

These PeopleSoft General Ledger business processes, which are delivered with FSCM Update Image 49, must use Notification Composer:

  • ChartField Request Approval (ChartField)

  • Field Request Error - Requester (FieldRequestErrorRequester)

For more information about Notification Composer Framework, see Understanding Notification Composer.