Business Request and Approval (Pt 2)

As promised, the Business Request and Functionality has been reviewed and a start to finish procedure was created.  I’m still finding a couple of bugs in the security setup hindering my approval of the new fields created.  Those will continue to be worked through.  but in the meantime, here’s the text version of the required steps.  Anyone interested in the .doc I created, can request that.  I’d love to collaborate and find ways to add even more depth of knowledge to the process.

There’s a new functionality in version 9.2 that will probably replace more than a few customizations, and even reduce some manual business process outside of PeopleSoft. The Business Request and Approval process now provides a way for users to request and get actionable approval on SetID configurable fields. Think about a delivered method of adding new ChartFields requested directly from the end-user, but approved and validated by those who oversee configuration design. Finally, a workflow enabled system to automate the ghastly task of being made aware of and documenting all changes to ChartFields. Not only that, but just about any configurable value defined at the SetID level can now be added to the control.

ChartFields cannot be created unless proper authorization is obtained.  You can request additions or modifications to field values and submit them for approval.  Upon final approval, the process saves the new field value and commits changes to the corresponding base tables.  It also provides an audit trail of the setup and approval of these values.  We need to perform some high-level steps to do configuration and use the Business Request and Approval process.

  • Setup Business Request Functionality

Business Request Setup:

Navigation: Set Up Financials/Supply Chain > Common Definitions > Business Request Configuration > Business Request Setup – Business Request Setup tab.

Enable each field that you want to use in the request-approval process.  There are 13 delivered fields on the Business Request Setup tab.  These fields cannot be deleted using this page.  However, new values can be added.  Use the checkboxes in the Enable column to turn on/off the functionality to request changes.

Core Table Fields:

Navigation: Set Up Financials/Supply Chain > Common Definitions > Business Request Configuration > Business Request Setup – Core Table Fields.

Each field that we include on the Business Request Setup tab, has a defined set of fields used by the core table. For many SetID related fields, we are used to seeing, Effective Date, Effective Status, Description, and Short Description.  Our Core Table Fields tab allows us to set all included values from the core table for each field on the Business Request Setup page.

  • Setup Business Request Templates

Navigation: Set Up Financials/Supply Chain > Common Definitions > Business Request Configuration > Business Request Template > Business Request Template

Create or update a template for each field for which you want to create business requests for approval of new values or updates to existing values.  You can copy a template for a given field to another SetID as well.  The Business Request Template page is SetID-driven and contains not only the core information that is copied from the Business Request Setup – Core Table Fields page when creating a new template, but also includes the business justification, trees and questions that you need to set up the process.

  • Complete the Field Approval Transaction Registry and Configuration:
  1. Navigation: Enterprise Components > Approvals > Approvals > Transaction Registry– Use the Register Transactions page (EOAW_TXN) to manage the integration between General Ledger and the Approval Framework (AF) by process ID, which is delivered with system data.. This initiates the request-approval process for fields enabled on the Business Request Setup page.
  2. Navigation: Enterprise Components > Approvals > Approvals > Transaction Configuration – Use the Configure Transactions page (EOAW_TXN_NOTIFY) to manage the details of the integration between General Ledger and the Approval Framework (AF) by process ID, which is delivered with system data.
  • Create and Modify Notification Template Definitions

Navigation: PeopleTools > Workflow > Notifications > Generic Templates > Generic Template Definition

Create or modify field values using the Business Request and Approval notification template to notify field value creation or modification in the request and approval workflow.  PeopleSoft delivers the following events configured for the FieldRequestApproval process ID to be used by the Business Request Approval transactions: Route for Approval, On Final Approval, On Final Denial, Push Back, Hold Step, On Reassign, and On Terminate.

  1. Navigation: PeopleTools > Security > Permissions and Roles > Roles. – List the users that are to be approvers for a given role that is accessed by a User List Definition within the Approval Framework
  2. Define approval user lists for use in the AF approval process – Navigation: Enterprise Components > Approvals > Approvals > User List Setup > User List Definition.
  3. Define the stages, paths and steps of the Business Request approval definition process – Navigation: Enterprise Components > Approvals > Approvals > Approval Process Setup > Setup Process Definitions.
  4. Define field and monetary criteria to be used in the Business Request approval process – Navigation: Enterprise Components > Approvals > Approvals > Approval Process Setup > Setup Process Definitions. Click the Definition Criteria link.
  5. Define Business Request approval path details, such as time-related escalation options and reassignment – Navigation: Enterprise Components > Approvals > Approvals > Approval Process Setup. Click the Details link within the Paths group box of the Setup Process Definitions page.
  6. Define Business Request approval step details, such as approvers and approver requirements – Enterprise Components > Approval > Approvals > Approval Process Setup. Click the Details icon within the Steps group box of the Setup Process Definitions page.
  • Define a Business Request for approval.

Use the ChartField Request component to create a new ChartField Request or update an existing one.  Navigation: Set Up Financials/Supply Chain >Common Definitions > Design ChartFields> Define Values >ChartField Request.

ChartField Request Page: The fields on this page vary based on the ChartField that you select for the request.  For an approved Add request or an Update request, you can click the field value link located beneath the Field Name to access the ChartField definition entry page for that value.

Core Information: Fields under the Core Information group box are copied over from the corresponding business request template.

Business Justification: Fields in the Business Justification group box are derived from the corresponding Business Request Template.  The Attachments link is also included in this group box.

Long Description Page: Use the Long Description page to enter more details regarding the ChartField Request.

ChartField Attribute Values Page: Use the ChartField Attribute Values page to attach ChartField Attributes and Attribute values for the Business Request, if applicable.  Click the Attributes link, if applicable, on the ChartField Request page to view details or add attributes and values.

Acct / Alt-Acct Mapping: Click the Account / Alt-Account Mapping link when available on the ChartField Request page to view details of the Alternate Accounts that are mapped to the requested account and vice versa or modify mappings.

Request Attachments Page: Click the Attachments link on the ChartField Request page.

Select the ‘Request action’ – ‘Submit for Approval and click on ‘GO’ (as in screenshot).  Request is submitted and unique Request id is generated.  Request status shows ‘Pending approval’

Approval Flow Page: Click the View Approval Flow link from the ChartField Request page.  Use the Approval Flow page to review or modify the approval flow.

Multiple Approvers link: Click the Multiple Approvers link to view the names of the approvers.  If there is only one approver or reviewer in a step, the user’s name appears as the link.  The status appears for each step of the approval process path.  Once the approvals are received from the first step, the statuses change accordingly for the next step in the path.

Start New Path: Click to start a new approval path and select to insert reviewers or approvers.

Save Approval Flow Changes: This button appears only after changes are made to the Approval Flow page, such as adding adhoc approvers.

Click the plus buttons within an existing path to add adhoc approvers to the approval path.  A minus sign appears in the upper right corner of the adhoc approver to easily remove, if needed.

  • Process Business Request Approval:

Use the Manage Business Request Approval component to handle the mass business request approval functionality and the Request Approval Attachments page to view and add attachments.  Access the Approval Flow page from the Manage Business Request Approval page.  View or modify the approval flow (add adhoc approvers, for example).

Navigation: Set Up Financials/Supply Chain > Common Definitions > Business Request Configuration > select Business Request Approval.

  • Business Request Inquiry:

Review existing business requests, their current status, as well as view associated attachments, and approval flow: Use the Business Request Inquiry page to review details and statuses of existing business requests.

Navigation: Set Up Financials/Supply Chain > Common Definitions > Business Request Configuration > Business Request Inquiry

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