Understanding Additional Setup for Approvals

Additionally, there are areas of the approval framework configuration that contain PeopleSoft Expenses-related information, and are defined in detail in the Approval Framework topics. For each action listed below, PeopleSoft Expenses delivers preconfigured data, and in most cases additional configuration is not required:

• Register the approval transaction.

  Use the Transaction Registry page to register the approval transaction. The approval transaction registry is the interface that application developers use to register an application with the approval framework.

• Configure approval transactions.

  Use the Transaction Configuration page to setup worklist notifications, e-mail approvals and ad hoc approver options for existing approval transactions.

• Define workflow approval process stages.

  Use the Approval Process Setup page to define workflow approval process stages for expense transactions.

• Maintain user-list definitions.

  Use the User List Setup page to define user sources for use with steps in the approval process.

• Define e-mail notification messages.

  Use the Generic Template Definition page to create e-mail messages used for event notifications such as Report Approval.

See Approval Framework: Defining Dynamic Approvals and Approval Framework: Defining Notification Templates for Approval Framework