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PeopleSoft Enterprise FSCM 9.1PeopleBook: Approval FrameworkNovember 2009
PeopleSoft Enterprise FSCM 9.1 PeopleBook: Approval FrameworkSKU fscm91pbr0Copyright 1992, 2009, Oracle and/or its affiliates. All rights reserved.Trademark NoticeOracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of theirrespective owners.License Restrictions Warranty/Consequential Damages DisclaimerThis software and related documentation are provided under a license agreement containing restrictions on use anddisclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement orallowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit,perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilationof this software, unless required by law for interoperability, is prohibited.Warranty DisclaimerThe information contained herein is subject to change without notice and is not warranted to be error-free. If you findany errors, please report them to us in writing.Restricted Rights NoticeIf this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S.Government, the following notice is applicable:U.S. GOVERNMENT RIGHTSPrograms, software, databases, and related documentation and technical data delivered to U.S. Governmentcustomers are "commercial computer software" or "commercial technical data" pursuant to the applicableFederal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication,disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in theapplicable Government contract, and, to the extent applicable by the terms of the Government contract, theadditional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007).Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.Hazardous Applications NoticeThis software is developed for general use in a variety of information management applications. It is not developed orintended for use in any inherently dangerous applications, including applications which may create a risk of personalinjury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe,backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliatesdisclaim any liability for any damages caused by use of this software in dangerous applications.Third Party Content, Products, and Services DisclaimerThis software and documentation may provide access to or information on content, products and services from thirdparties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kindwith respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible forany loss, costs, or damages incurred due to your access to or use of third party content, products or services.
ContentsPrefaceApproval Framework Preface . xiPeopleSoft Approval Framework . xiPeopleBooks and the Online PeopleSoft Library . xiCommon Elements Used in This PeopleBook . xiiChapter 1Getting Started with Approval Framework . 1Approval Framework Overview .Approval Framework Implementation .Configuring Approval Processes .Creating New Approval Processes .1112Chapter 2Understanding the Approval Framework . 5Understanding the Approval Framework feature . 5Understanding the Approval Framework Process Flow . 6Understanding Transaction Approval Flows . 7Understanding Header- and Line-Level Approvals . 9Understanding Criteria for Approval Framework Processes . 10Understanding Approval Features . 10Understanding Tasks in the Approval Framework . 14Chapter 3Setting Up Approval Framework Process Definitions . 15Defining the Setup Process Definitions Component .Pages Used to Define Approval Framework Processes .Defining Approval Framework Processes .Defining Criteria for Approval Framework Processes .Defining Paths for Approval Framework Processes .Copyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved.1515162126iii
ContentsDefining Steps for Approval Framework Processes . 28Chapter 4Defining the Approval Transaction Registry . 33Understanding the Approval Transaction Registry .Prerequisites .Setting Up the Transaction Registry .Page Used to Setup the Transaction Registry .Registering Approval Transactions .Configuring Approval Transactions .Page Used to Configure Approval Transactions .Configuring Approval Transactions .3333343434383939Chapter 5Defining Notification Templates and Users for Approval Framework . 45Defining Notification Templates for Approval Framework .Pages Used to Define Notification Templates for Approval Framework .Entering Generic Template Definitions .Defining Users for Approval Framework .Pages Used to Define Users for Approval Framework .Attaching Workflow Roles to Users .Defining Workflow for User Profiles .Defining User Lists .4545454647474850Chapter 6Defining Dynamic Approvals . 53Understanding Dynamic Paths .Understanding Dynamic Approval Authorizations .Understanding Approval Authorizations .Defining Dynamic Approvals .Pages Used to Define Dynamic Approvals .Defining User Lists for Dynamic Authorizations .Setting Up Approval Authorizations .Defining Dynamic Approval Paths .iv5354565757575859Copyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved.
ContentsChapter 7Using Email Collaboration . 61Understanding Email Collaboration .Setting Up the PSFT EMC GETMAIL Node .Pages used to Set Up the PSFT EMC GETMAIL Node .Setting Up the PSFT EMC GETMAIL Node .Defining Message and Service Operation .Pages Used to Define Message and Service Operation .Defining Integration Broker Message .Define Service .Defining Service Operation .Defining and Mapping EMC forms .EMC Forms .Pages Used to Define and Map EMC Forms .Defining EMC forms .Defining EMC Layouts .Defining Field Mapping .Triggering Email Collaboration .Pages Used to Trigger Email Collaboration .Updating Approval Transaction Registry to Send Email Approvals .Configuring Transactions for Email Approval .Scheduling the Application Engine Program EOAWEMC .Adding or Modifying Email Addresses for Users .616565656666666767696969697173747474767676Chapter 8Using EMC Classes . 79Understanding EMC Classes .EmailFormManager Class .EmailFormManager Class Methods .addRecipient .addCC .addBCC .addAttachment .sendEmails .EmailFormManager Class Properties .inlineText .attachmentText .subject .submitMessage .Copyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved.79797979808081828282828383v
Contentsfrom .fromEmail .replyTo .propendText .appendText .deliveryMethod .EOAW EMC:utils Class .EOAW EMC:utils Class Methods .getAppRS .getErrorCodesRS .getPromptsRS .getRowFromPath .838383848484848484858686Chapter 9Using the Notification and Escalation Manager . 89Understanding Notification and Escalation Manager .Pages Used to Set Up the Notification and Escalation Manager .Associating Events to a Server .Setting Up an Escalation Event .Setting Up a NEM .8989909091Chapter 10Using the Approval Monitor . 93Understanding the Approval Monitor . 93Understanding Approval Reassignment . 94Configuring the Approval Monitor . 94Pages Used to Configure the Approval Monitor . 94Configuring the Approval Monitor . 94Using the Approval Monitor . 96Pages Used to Use the Approval Monitor . 96Using the Approval Monitor Search Page . 96Viewing Search Results . 98Utilizing the Approval Monitor for a Specific Approval Process . 99Using the User Monitor . 102Pages Used to Use the User Monitor . 102Using the User Monitor . 102viCopyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved.
ContentsChapter 11Using Approval Framework Base Classes . 105Understanding Approval Framework Base Classes .LaunchManager Class .LaunchManager Class Methods .LaunchManager .DoSubmit .DoReSubmit .DoRestart .PrepareToSubmit .SetHeader .Reset .FindDefinitionID .TerminateRunningProcess .LaunchManager Class Properties .hasTxn .definition .hasAppDef .hasAppInst .hasEndedAppInst .EOAW CORE:DEFN:AppDef appDef .resubmitEnabled .submitEnabled .restartEnabled .monitorEnabled .previewEnabled .EOAW CORE:ENGINE:AppInst appInst .EOAW CORE:DEFN:AWTxn txn .requester .Approval Manager Class .ApprovalManager Class Methods .ApprovalManager .DoApprove .DoApproveRowSet .DoReassign .DoReassignAll .DoDeny .DoDenyRowset .DoDenyWithAllowUndeny .DoHardDeny .DoLineResubmit .Copyright 1992, 2009, Oracle and/or its affiliates. All Rights 16116117118118119119120121vii
ContentsDoAddNewLine .GetPending .DoPushback .AddComments .TakeNoAction .PutOnHold .PutOnHoldCount .GetPushedBack .GetPertinentThreads .GetStage .GetPendingSteps .DoLineTerminate .GetParticipant .GetAllActiveParticipants .RequestInformation .SetAttributeObject .ApprovalManager Class Properties .hasAppInst .definition .level .hasPending .pushbackEnabled .EOAW CORE:ENGINE:AppInst the inst .
applications across the PeopleSoft product lines. You should be familiar with the contents of the PeopleBooks that apply to your organization contained within the following PeopleSoft product lines: PeopleSoft Enterprise Financials and Supply Chain Management (FSCM) PeopleBooks PeopleSoft Enterprise Human Capital Management (HCM .
