This website uses cookies. By continuing to browse the site, you are agreeing to our use of cookies
Enterprise Platform Services
November 19, 2013
PS9.2 has multiple powerful enhancements.While it’s considered as a sub-release from 9.1, it really has a lot packed into it. One of the most valuable features from security perspective is Chartfield Request and approval.Setid driven field like Chartfields demand a lot of security, so that not every user is able to create/add a new Chartifield value and use it to designate funding.PS9.2 has provided a new feature called “Business Request and Approval “to allow for a configurable workflow process for requesting the setup of set ID-driven fields and values for such fields as ChartFields.
Now, 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.
Enable each field that you want to use in the request-approval process
Navigation: Set Up Financials/Supply Chain>Common Definitions>Business Request Configuration> Business Request Setup> Business Request Setup.
Include the core table information for each field on the Business Request Setup page.
Navigation: Set Up Financials/Supply Chain> Common Definitions > Business Request Configuration>Business Request Setup >Core Table Fields.
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 set ID-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.
Navigation: Set Up Financials/Supply Chain> Common Definitions > Business Request Configuration > Business Request Template >Business Request Template
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.
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.
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
About the Author
Neha Jain
Neha is a seasoned content manager with 8+ years of experience, currently leading content initiatives for Hi-Tech and Professional Services (HTPS) at Hexaware. She has experience managing content across diverse industries and is adept in crafting versatile content that supports thought leadership goals within the vertical.
Read more
Every outcome starts with a conversation