Using Forms and Approval Builder

The Forms Builder feature can be used to create a special form for a special purpose. You can create an invoice in Billing using a simple invoice request form using the forms and approval builder and loading the data into Billing.

You can create your own form by referring to the Simple Invoice Request form. You can enter an invoice and submit it for approval. When approved, data on the form can be directly integrated to create an invoice in Billing. Approvals and security can be setup while creating the form.

The component interface BI_ENTRY_X_CI2 is available for Forms to CI integration.

Steps to Creating a Form for Express Bill Entry

To create a form for Express Bill entry:

  1. Use the Form Designer to set up prompts, special instructions, lockdown options, approvers, and roles who can access and approve the form.

  2. Provide security to the Component Interface – BI_ENTRY_X_CI2 for Forms to CI integration by adding this CI to a permission list.

  3. Use the Enterprise Components: Form to CI Collection Mapping Page, to map fields on the form to fields on the Component Interface.

    You can optionally enter default values for mapped fields in the CI Property Default field. Default values can include ChartFields, the Bill Type, the Bill Source, and so on.

  4. Add the Invoice Request Form tile on any Homepage to access the Invoice Request Form page.

  5. On the Invoice Request Form page, provide the required details and submit the form for approval.

    Default values populate from the Form to CI Collection mapping page.

  6. When the form is approved, select Save and Post.

    The system calls the component interface from the form internally and inserts data into the Billing tables. Thus, creating a new invoice.

For additional information about using the Forms and Approver Builder feature see Enterprise Components: Understanding PeopleSoft Forms and Approval Builder.