Setting Up PeopleSoft Mobile Approvals for Treasury

This topic discusses how to set up approvals for Treasury Settlements, Treasury Deals, and Deal Confirmations using Enterprise Components - Fluid Approvals technology.

Enable Workflow on the Treasury Options Page

Enable the workflow for settlements and deals on the Treasury Options page (Set Up Financials/Supply Chain, and then Business Unit Related, and then Treasury, and then Treasury Options).

  • Settlements: Select the Settlement Approvals check box and select Approval Framework in the Settlement Approval Method drop-down list.

  • Deals: Select the Enable Deal Preview/Approval check box.

Set Up User Roles and Permissions

Define approval path steps by user role on the Setup Process Definitions page (Enterprise Components, and then Approvals, and then Approvals, and then Approval Process, and then Setup Process Definitions) for these process IDs:

  • Settlement Approvals: TreasurySettlementsApproval

  • Deal Approvals: TreasuryDealApproval

  • Deal Confirmations: TreasuryDealconfirmation

To set up role permissions, go to the User Profiles - Roles page (PeopleTools, and then Security, and then User Profiles, and then User Profiles, and then Roles).

Set Up Approval Framework

Use the system-defined process IDs on Approval Framework setup pages:

  • TreasurySettlementsApproval

  • TreasuryDealApproval

  • TreasuryDealconfirmation

Go to these setup pages:

  • Register Transactions page (Enterprise Components, and then Approvals, and then Approvals, and then Transaction Registry, and then Register Transactions).

  • Configure Transactions page (Enterprise Components, and then Approvals, and then Approvals, and then Transaction Configuration, and then Configure Transactions).

Verify Mobile Approval Options

Verify mobile approval options on the Transactions page (Enterprise Components, and then Approvals, and then Approvals, and then Mobile Approval Options, and then Transactions) for this these system-defined transaction IDs:

  • Settlement Approvals: TRSTL

  • Deal Approvals: TRDEAL

  • Deal Confirmations: TRDEALCF

Verify setup on the transactions pages:

  • Transactions tab: Select the Include in Fluid check box.

  • Handlers tab: The Root Package ID is used to locate the Application Class. The Root Package ID is TREASURY_APPROVAL unless your company requires a customized implementation.

  • Actions tab: Select the actions that you want to enable on the mobile approval page: Approve, Deny, Pushback, and Hold are selected by default for settlement and deal approvals. Only Approve and Deny are selected by default for deal confirmations.

  • Images tab: You can accept the default images that show up on the mobile approval page or choose your own. For information about registering or adding an image on the page, see the product documentation for PeopleTools: Mobile Application Platform, “Dynamically Registering Images.”

Set Up Common Fluid Approval Framework

The system delivers the following configuration IDs for attachments:

  • Settlement Approvals: TREASURY_ATTACHMENTS

  • Deal Approvals: DEAL_ATTACHMENTS

  • Deal Confirmations: DEAL_CONF_ATTCH

For configuration details, see the CAVF Configuration Setup page (Enterprise Components, and then CA View Framework, and then CAVF Configuration Setup, and then CAVF Configuration Setup).

Configure Pages in Page Composer

PeopleSoft Treasury uses Enterprise Components – Fluid Approvals technology to deliver approval and confirmation pages in the PeopleSoft Fluid User Interface. Composition pages are configured for extra-large and small form factors for these Fluid Approval Components:

  • Settlement Approvals: TreasurySettlementsApproval

  • Deal Approvals: TreasuryDealApproval

  • Deal Confirmations: TreasuryDealconfirmation

Mobile approval pages may look different if a business has customized the page setup using Page Composer.

To access the Page Composer, go to the Common Approvals Management Home Page, and then Page Composer Tile, and then Page Composer Search Page.

Search for the APPROVALS definition to open the Fluid Approvals Component page, where you can select the desired composition ID.

Related Topics