PeopleSoft Enterprise FSCM 8.9, FSCM 9.0, FSCM 9.1, and FSCM 9.2 versions make use of the Approval Workflow Engine (AWE) tool to manage and process Approvals from all Expense transactions: Expense Reports, Cash Advances, Time Reports, and Travel Authorizations.
The EX team completed a full test in the Support DEMO DB FSCM 9.2 Image #12 GCS Environment, and compiled all screenshots on technical configuration, system delivered data, functional settings and more!
First and foremost, the best source of information on Expenses Approval Workflow is PeopleBooks. It contains all explanations needed to understand all the different parts, how to configure them, and the impact, and relation they have with the rest of the delivered functionality. Please, click the link to the PeopleSoft Enterprise FSCM 9.2 Expenses PeopleBooks: Understanding Setting Up Approvals and Audit Rules.
Additionally, the below listed Knowledge Management Document was created to clarify the Expenses Approval Workflow from Application Release FSCM 8.9 onwards. Special attention was paid to the technical configuration, the settings with system delivered data, as well as functional set up depending on the customer's requirements. Some examples were provided in terms of Word documents in various FSCM Versions. Recently, FSCM 9.2 information have been updated.
[ Note 650548.1 ] - EEX8.9+: How does the Expenses Approval Workflow work and is setup in FSCM 8.9, 9.0, 9.1, and 9.2?
Finally, a full test has been completed in our FSCM 9.2 Image #12 GCS Environment, and all screenshots were compiled on technical configuration, system delivered data, and functional settings. Please find here below attached the PDF file containing all the information.
Comprehensive Step by Step details in [ Note 1525252.1 ] attached PDF. Due to focus on screen prints/shots, it is recommended to increase the zoom level to 150-200% for clarity.