Approving Purchase Order Using PeopleSoft Fluid User Interface

Use the Pending Approvals — Purchase Order page to review and approve multiple purchase orders. Access header details for a specific purchase order.

Navigation:

Employee Self Service homepage > Approvals tile > Select User Purchase Order in the approval list panel on the left side of the page.

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

Review header information for the purchase orders currently routed for approval. To access header details for a particular transaction, select the header row for a particular purchase order. You can select all or several purchase orders on this page and perform a mass action on the selected purchase orders. Use the filter to narrow results on this page. You can select and review purchase orders by their priority. For more information about using the filter, see the Understanding PeopleSoft Fluid User Interface.

Oracle PeopleSoft delivers Notification Composer Framework 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.

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

Use the Purchase Order - Approval Header Detail page to review and approve a single purchase order. Access line item details for a specific line.

Navigation:

Select an individual Purchase Order row from the Pending Approvals - Purchase Order page.

This example illustrates the fields and controls on the Purchase Order - Approval Header Detail page. You can find definitions for the fields and controls later on this page.

When viewing a purchase order on a smartphone, you must scroll down to view the 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

Lines

Use the Lines grid to select a purchase order line item and access details for the line. You can filter purchase order line items by selecting Pending or All.

Field or Control	Description
Approver Comments	Enter comments in the text entry field.
Approval Chain	Select to view the approval chain information. You can expand or collapse approval information for each line by selecting the glyph icon. You can also select the approver name to view approver details.
View Comments and Attachments	Select the view comments and attachments to view the collated header comments and attachments for the purchase order. If there are no comments or attachments the View/ Comments and Attachments does not appear.

This example illustrates the fields and controls on the Purchase Order Header Comments and Attachments page. You can find definitions for the fields and controls later on this page.

Use the Approval Line Detail page to review display-only line details.

Navigation:

Select a purchase order line item in the Lines section on the Purchase Order - Approval Header Detail page.

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

Use the PO Distribution Information page (EOAWMA_TXNLDTL_FL) to review distribution and chartfield information for a purchase order shipping line, such as distribution line, merchandise amount, and account.

Navigation:

Select a shipping line on the Approval Line Detail page.

This example illustrates the fields and controls on the PO Distribution Information page.

Use the Approvals History- Purchase Order List page to review a list of purchase order approvals. Access the approval history for a specific purchase order

Navigation:

From any Pending Approvals page, select the Actions icon on the page banner. Select Approvals History. Then select Purchase Order on the View By - Type page.

This example illustrates the fields and controls on the Approvals History - Purchase Order (List) page. You can find definitions for the fields and controls later on this page.

Use the Approvals History - Purchase Order page to review the approvals history for a single purchase order. Access line item details for a specific line.

Navigation:

Select a purchase order in the list on the Approvals History - Purchase Order list page.

This example illustrates the fields and controls on the Approvals History - Purchase Order (Header Approval) page. You can find definitions for the fields and controls later on this page.

For fields and definitions see the More Information section under Purchase Order - Approval Header Detail Page