EDM: Deal and Instrument Type with "Approval Required" not working as expected (Doc ID 1934742.1)

Last updated on MARCH 17, 2016

Applies to:

PeopleSoft Enterprise FIN Deal Management - Version 8.9 and later
Information in this document applies to any platform.

Goal

When creating a Deal based on an Instrument Type that has the "Approval Required" option enabled, the system processes the Deal for accounting and payment even though a user did not go to the Preview/Approve Deal page and set the Deal Status to "Deal Approved" status.

Why is the system allowing the Deal to be processed for accounting and payment in this scenario?

Solution

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