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Journal_Approval_Using_Email

This document outlines the setup process for Email Collaboration for Journal Approval in FMS 9.1 and FMS 9.2, divided into three parts: Integration Broker setup, Enterprise Components setup, and a Test Case. It details the configuration of nodes, service operations, and email approval processes necessary for effective journal approval via email. The document also includes instructions for testing the approval workflow and verifying the journal's approval status after submission.

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tmsani
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2 views

Journal_Approval_Using_Email

This document outlines the setup process for Email Collaboration for Journal Approval in FMS 9.1 and FMS 9.2, divided into three parts: Integration Broker setup, Enterprise Components setup, and a Test Case. It details the configuration of nodes, service operations, and email approval processes necessary for effective journal approval via email. The document also includes instructions for testing the approval workflow and verifying the journal's approval status after submission.

Uploaded by

tmsani
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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How to setup Email Collaboration for Journal Approval in FMS 9.1 and FMS 9.2?

Part I: Integration Broker setup for Email Collaboration for Journal Approval

Part II: Enterprise Components setup for Email Collaboration for Journal Approval

Part III: Test Case for Email Collaboration for Journal Approval
Part I: Integration Broker setup for Email Collaboration for Journal Approval

Integration Broker Setup Gateway


Node
Service Operations
Queue

Gateway

GETMAILTARGET will be
later used by Node.

Status of PeopleSoft
Integration Gateway
Node Details :

Default Local Node, Local


Node, Active Node – should
be checked.

Ping Node and result


Email Node
PSFT_EMC_GETMAIL – this
would be used to retrieve
emails from email
repository.

Properties of the Node:


Specify the Repository Email
ID – PSFT_EMC_GETMAIL
would retrieve emails from
this repository.
1. Set MCF_AttServ =

http://<machine_name>.<do
main_name>/PSAttachServle
t/ps/

Repository Email Id :
[email protected]
.oracle.com

2. Setup MCF_User --
Defines the user name for
the email account (mailbox)
being accessed.

3. Set MCF_Server -- Defines


the fully qualified host name
of the mail server.

4. MCF_Password = the
encrypted password from
the Password Encryption
Utility (enter password,
confirm password and press
Encrypt button)

Ping Node Result


Service Operation
JRNL_AF_EM_APPROVAL (GL
Actuals and Standard Budget
Journal Email Approval)
Service Operation has to be
“active”

Message Name:
JRNL_AF_EM_APPROVAL

Queue:
GL_EM_APPROVAL

Service Operation Security


Queue status is “Run”

Handler is “active”

Routing is “active”
Part II: Enterprise Components setup for Email Collaboration for Journal Approval

EMC Layout
EMC Form
Enterprise Component Transaction Registry
Setup Transaction Configuration
Approval Process Setup

EMC Layout for Message


JRNL_AF_EM_APPROVAL

Usage: Define the layout of


the email.
EMC Form for Message
JRNL_AF_EM_APPROVAL

Usage: Define metadata


used as system data when
you deliver email
collaboration.

Transaction Registry
GLJournalApproval
Check ‘Use Email Approvals’
Transaction Configuration
GLJournalApproval
Based upon you business
logic select ‘Send Email
Approvals to All’ or provide a
list of users. Delivery
Method ‘Inline – HTML
Email’
Approval Process Setup
Process ID
GLJournalApproval
Status should be “active”.

Approval Setup
Part III: Test Case for Email Collaboration for Journal Approval

Approval Method at
Installation Level.

Setup Approval at BU level.

Create a journal using ANALST


role. As per the approval
criteria, this would be routed
to SUPERVISOR.

Check the SUPERVISOR’s


email box.
This is how the email for
approval would look like.
Select the appropriate
“Action” i.e. Approve or
Deny.

When “Action” is DENY, you


may provide the comments
against “Enter Denial
Comments” text area.

Hit “Submit” to approve/deny


the journal from the email.

After submitting the action,


an email will be sent to the
repository email ID which was
provided on the Node
PSFT_EMC_GETMAIL
Email sitting in email
repository

Once the email has reached


email repository, run
EOAWEMC process to trigger
the “action”.

Verify the application


message status.
Open up the journal to see
the approval status of the
journal.

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