Approving Services Invoices Using the PeopleSoft Fluid User Interface
This topic provides an overview of the self-service approval pages for services invoices, and how to access these pages using the PeopleSoft Fluid User Interface. PeopleSoft builds these mobile approval pages on the Enterprise Component Fluid Approvals framework.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
EOAWMA_MAIN_FL |
View a list of pending approvals for services invoices. For more information, see the overview of approvals on the PeopleSoft Fluid User Interface: Pending Approvals Page. |
|
|
EOAWMA_TXNHDTL_FL |
Review header details for a single services invoice, and approve or deny the invoice, depending on role criteria. For more information, see the Approval Header Detail Page. |
|
|
EOAWMA_TXNLDTL_FL |
Review a display-only line summary and details. |
PeopleSoft provides mobile approvals using the Enterprise Component Fluid Approvals framework. Approvers can take Application Workflow Engine (AWE) actions on select PeopleSoft transactions pending their approval, using a smart phone or tablet. The tablet version is also available for desktop use.
Services Invoice workflow enables suppliers to complete and submit invoices for approval upon completing a service. Once the service invoice has been submitted for approval, the Application Workflow Engine runs the invoices through the defined approval process. For information about registering and defining an approval process for services invoices, see Setting Up Invoice Approval Workflow.
Using the PeopleSoft Fluid User Interface, 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 transaction details, including line details. Each approver in the workflow selects an appropriate action, such as Approve or Deny within the approval pages.
Note: PeopleSoft Services Procurement delivers a permission list EPSP5040 (for Employee) and EPSP8100 (for Supplier) that enable Approvers to Approve, Deny, Pushback, or Hold Services Invoices.
Services invoice approvals also support push notifications, a framework delivered in PeopleTools. The flag icon in the Oracle banner shows a counter for new push notifications. Note that the counter disappears once you view the push notification list. The notification link takes you directly to the header approval page for items awaiting your approval.
Delegating Services Invoice Approvals
You can use the Delegation Framework to delegate services invoice approval authority to other users, who can then take action on specific transactions on your behalf.
For more information, on setting up and using Delegation Framework see:
Use the Pending Approvals - Services Invoice list page (EOAWMA_MAIN_FL) to view a list of pending approvals for services invoices.
Navigation:
On the Pending Approvals page, select Services Invoice in the View By - Type pane to view the service invoices in the right pane.
Smartphone: On the Pending Approvals - View By Type page, select Services Invoice to open a new page that lists the service invoices.
This example illustrates the fields and controls on the Pending Approvals - Services Invoice list page. You can find definitions for the fields and controls later on this page.
This example illustrates the fields and controls on the Pending Approvals - Services Invoice list page as displayed on a smartphone. You can find definitions for the fields and controls later on this page.
From the list page, you can do the following:
Review header information for the services invoices currently routed for approval. To access header details for a particular invoice report, select the header row.
Use the filter to narrow results on the page. For more information about using the filter, see the Filters Page.
Field or Control |
Description |
|---|---|
Approver Comments |
Enter comments in the text entry field. |
Approve or Deny |
Perform a mass action by selecting multiple transactions, and then selecting an approval action button. |
|
Select this button to expand or collapse the View By Type page. |
Use the Services Invoice header approval page (EOAWMA_TXNHDTL_FL) to review header details for a single invoice, and approve or deny the invoice, depending on role criteria.
Navigation:
Select an invoice in the list on the Pending Approvals - Services Invoice list page.
This example illustrates the fields and controls on the Services Invoice header approval page. You can find definitions for the fields and controls later on this page.
This example illustrates the fields and controls on the Services Invoice header approval page as displayed on a smartphone. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Exchange Rate Details |
Select to view currency and exchange rate information. |
Invoice To Address |
Select to view the invoice address. |
Remit Address |
Select to view the address where the payments are sent.. |
Estimated Invoice Total |
Displays the estimated total including expenses and estimated prorated tax. |
Adjust Invoice |
Select to adjust the expense amounts. The PeopleSoft Classic user interface displays where you can make the adjustments. |
Lines |
Select to view invoice line details or make any adjustments. |
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 or Deny |
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. Note: If you deny a service invoice, you will need to enter a reason code and comment for the denial. |
Use the Services Invoice line detail page (EOAWMA_TXNLDTL_FL) to review a display-only line summary and details.
Navigation:
Select an invoice line item in the Lines section on the Services Invoice header approval page.
This example illustrates the fields and controls on the Services Invoice line detail page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
View History |
Select to view status history for an invoice line. |
View Work Order |
Select to view additional work order details in PeopleSoft Classic user interface. |
View Transaction Detail |
Select to view the corresponding transaction details in the PeopleSoft Classic user interface. |