PeopleSoft General Ledger uses Enterprise Componentsemail collaboration framework for journal email approval. For youto use this feature, the PeopleSoft Integration Broker must be configuredto run, the email collaboration framework must be configured, andall the following General Ledger-related Integration Broker objectsmust be activated:
- Peoplesoft Approval Framework
- Peoplesoft Approval Workflow Engine
- Peoplesoft Approval Tile
- Fluid Approvals Peoplesoft
- Peoplesoft Email Template
Peoplesoft Approval Framework
Workflow History When workflow was first added to PeopleSoft 5 back in 1995, the mantra was the three Rs: Rules, Roles, and Routings. I’ll bet that Rick Bergquist still has dreams where he is talking about rules, roles, and routings 🙂 Routings are the part that I wanted to highlight here. The two primary mechanisms Continue reading 'Fixing PeopleSoft Workflow Email Notifications'. Workflow History When workflow was first added to PeopleSoft 5 back in 1995, the mantra was the three Rs: Rules, Roles, and Routings. I’ll bet that Rick Bergquist still has dreams where he is talking about rules, roles, and routings 🙂 Routings are the part that I wanted to highlight here. The two primary mechanisms Continue reading 'Fixing PeopleSoft Workflow Email Notifications'.
Peoplesoft Approval Workflow Engine
Service operation JRNL_AF_EM_APPROVAL
Service operation JRNL_AF_EM_APPROVALhandler
Service operation JRNL_AF_EM_APPROVALrouting
Perform the following setup steps to enable emailapproval:
Perform the following setup steps to enable email approval: Activate the aforementioned service operations (PeopleTools, Integration Broker, Integration Setup, Service Operations). Set the Integration Broker queue, GLEMAPPROVAL, to run (PeopleTools, Integration Broker, Integration Setup, Queues). This workflow routes item approvals to appropriate role users. Select item approval method on the Installation Options-Overall page. Action Description. Selecting a worklist entry transfers you to the Item Approval page. If approval is denied, then an email is sent. Notification Method. Email and Worklist. Select Send Email Approvals to All and select Delivery Method: Inline - HTML Links. If you like you could add a security policy that Peoplesoft will check if the sender of the Approval if actually the one that received the approval mail by selecting Perform Send-To Security Check.
Activate the aforementioned serviceoperations (PeopleTools, Integration Broker, Integration Setup, ServiceOperations).
Set the Integration Broker queue,GL_EM_APPROVAL, to run (PeopleTools, Integration Broker, IntegrationSetup, Queues).
Select the Use Email Approvals check box on the RegisterTransactions page.
Provide the Email Approval User List on the ConfigureTransaction page.
Peoplesoft Approval Tile
See PeopleSoft EnterpriseComponents documentation, Email Collaboration Framework.
Fluid Approvals Peoplesoft
The following is an example of an approval requestemail:
Peoplesoft Email Template
Image: GL Journal Approval email
This exampleillustrates the fields and controls on the GL Journal Approval email.You can find definitions for the fields and controls later on thispage.
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