Understanding Configurable Workflow

PeopleSoft Enterprise Components Approval Framework (AF) is a feature that provides a configurable framework and page interface to implement workflow approval. PeopleSoft General Ledger uses AF for its header-level actuals journals, standard budget journals, and Commitment Control budget journal approval processes.

PeopleSoft General Ledger from the previous release supports both the Virtual Approver (approval method from prior releases) and the Approval Framework (alternative "configurable workflow" approval method). The default is the Virtual Approver method.

For information regarding common workflow setup as well as Virtual Approver setup, see PeopleSoft Enterprise General Ledger 9.1 documentation, Approving Journal Entry.

You select the approval method on the Installation Options - General Ledger page (Set Up Financials/Supply Chain, Install, Installation Options, General Ledger).

See Application Fundamentals: Installation Options - General Ledger Page.

Note:

PeopleSoft General Ledger does not upgrade approval history data from prior functionality to the current AF approval data. Both the Journal Entry Approval Log table (JRNL_APPR_LOG) and the Journal Approval Worklist Record table (JRNL_APPR_WL) in the prior workflow functionality remain as they are. You must post all approved journals already in the old workflow functionality before you upgrade to AF-based workflow approval.

PeopleSoft General Ledger delivers much of the AF setup, either as system data or demo data. However, some changes are necessary to conform to your workflow requirements and are enterable by means of the AF components described in this topic.

Note:

This functionality does not affect the submitting and approving of journals by means of the Journal Entry component. You can continue to submit journals for approval using the Journal Entry Lines page and approvers select the approval action (to either approve, deny, or pushback) using the Journal Entry Approval page. You can also submit journals using the Journal Entry Approval page.

See PeopleSoft FSCM documentation: Approval Framework

See PeopleTools: Workflow Technology