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How to Delegate PeopleSoft Voucher and eSettlement Approvals in 4 Simple Steps

PeopleSoft offers a powerful delegation framework that allows you to authorize your managers or peers to approve a transaction. Fluid delegations has enhanced this framework by delivering:

  • Delegation Dashboard – A one-stop place to delegate, review who has approved/ rejected your delegations, and revoke delegations whenever required.
  • Multiple Proxy Selection – The ability to delegate a transaction to more than one person.
  • Cascading Delegations – Allows a proxy to delegate two levels lower in the reporting hierarchy.
  • Include Delegators – Allows delegators to step in and approve as and when possible.

Watch the Fluid Delegations Video Feature Overview for more details.

Fluid delegation framework was made available to financials in PeopleSoft Update Image 33 and we leveraged and delivered delegation for Payment Requests and Supplier Approvals in PeopleSoft Update Image 33 and 35 respectively. PeopleSoft Financials has extended the delegation framework capability to include Vouchers and eSettlement Approvals in PeopleSoft Update Image 39.

In a recent Oracle blog post, Sriram Sadagopan, Product Manager, Payables, described the steps to delegate Voucher and eSettlement Approvals.

Delegation involves three parties – Administrator, Delegator, and Proxy.

Administrator Activities

The Administrator has to assign the following roles:

  1. EODL_Administrator – This role needs to be assigned to the Delegator, which enables the user to delegate.
  2. EODL_User – This role needs to be assigned to a Proxy, which enables the user to accept the delegation.

Delegator Activities

Step # 1: Create Delegation Request

PeopleSoft provides a delegation request tile, which invokes a train stop application, and guides you through the delegation process.

Create a delegation request by specifying Start and End dates.

Create a delegation request by specifying Start and End date. The end date can be left blank for open delegations. Comment is mandatory.

Step # 2: Proxy Selection

Delegator can choose a proxy from the list provided or add a proxy if required.

Step # 3: Choosing the transaction to delegate

For eSettlements, the transaction would be Invoice Header Approval and for Payables it would be Voucher Approval.

Step # 4: Review and submit the delegation

Proxy Activity

Proxy can accept or deny the delegation request. After the delegation request is accepted, all delegated transactions get routed to the proxy and delegator, from the start date specified in the delegation request.

The approval transaction displays the name of the person on whose behalf the transaction was triggered.

Fluid delegation framework provides a simple and intuitive interface to authorize your managers or peers to approve transactions on your behalf. The adoption of this framework for all fluid approvals in Financials is ongoing. Visit PeopleSoft Info Portal for more details.

Additional Resources

Join us on October 4-7, 2021, for RECONNECT Dive Deep! Picking up from where RECONNECT Envision ends, RECONNECT Dive Deep completes our two-part virtual PeopleSoft conference series. PeopleSoft users of all levels can dig into new releases, dive deep into practical learning, get new ideas from best practices and hone their core PeopleSoft skills during four jam-packed digital days of education and networking. Register today!

Mark your calendars for BLUEPRINT 4D taking place June 6-9, 2022 in Las Vegas, NV! This conference is designed for PeopleSoft, JD Edwards, Oracle Cloud applications, Oracle Commerce, and Oracle Database & Technology users from around the world. Former COLLABORATE attendees will recognize the breadth of strategic insights and information found at this event, while RECONNECT and INFOCUS fans will appreciate the opportunity to get hands-on with practical how-to learning. Registration for BLUEPRINT 4D will open in Fall 2021! View the full announcement.

How to Delegate PeopleSoft Voucher and eSettlement Approvals in 4 Simple Steps