Setting Up PeopleSoft Mobile Approvals for Receivables

This topic discusses how to set up approvals in Receivables using the PeopleSoft Fluid User Interface.

Before you begin to set up approvals, establish write-off limits by SetID, customer, and requester.

Enable Write-Off Workflow for Approvals in Receivables

Enable the write-off workflow for approvals on the Receivables Options - Payment Options page (Set Up Financials/Supply Chain, and then Business Unit Related, and then Receivables, and then Receivables Options, and then Payment Options). Select the Enable Write-Off Workflow option.

Enable Refund Workflow for Approvals in Receivables

Enable the refund workflow for approvals on the Receivables Options - Payment Options page (Set Up Financials/Supply Chain, and then Business Unit Related, and then Receivables, and then Receivables Options, and then Payment Options). Select the Enable Refund Workflow option.

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:

Process ID	Usage
ARDraftWriteOff	Approve write-offs in draft worksheets.
ARMaintWriteOff	Approve write-offs in maintenance worksheets.
ARPaymentWriteOff	Approve write-offs in payment and credit card worksheets.
ARRefund	Approve maintenance refunds.

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

The system delivers the Receivables write-off process IDs on the following 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 on the Transactions page (Enterprise Components, and then Approvals, and then Approvals, and then Mobile Approval Options, and then Transactions) for these transaction IDs:

Transaction ID	Transaction Name
ARDFWO	Draft Write-off
ARMTWO	Maintenance Write-off
ARMTRF	Maintenance refund
ARPYWO	Payment Write-off

The transaction IDs are predefined in the system:

• On the Handlers tab, the Root Package ID is used to locate the Application Class. The Root Package ID should be AR_WORKSHEET unless your company requires a customized implementation.

• On the Actions tab, select the actions that you want to enable on the mobile approval page: Approve, Deny, and Pushback are selected by default.

• On the Images tab, you can accept the default images that show up on the mobile approval page or choose your own.

Set Up Common Fluid Approval Framework

The system delivers the following configuration IDs for attachments shown in approvals:

• AR_DFWO_ATTCH

• AR_MTWO_ATTCH

• AR_PYWO_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 Receivables uses Enterprise Components – Fluid Approvals technology to deliver payment write-off approval pages in the PeopleSoft Fluid User Interface. Approval pages are configured for extra-large and small form factors for the Fluid Approval Component.

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.