EDM: Deal Approval through AWE does not lock the Deal from being modified
(Doc ID 2211408.1)
Last updated on FEBRUARY 05, 2019
Applies to:PeopleSoft Enterprise FIN Deal Management - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.
Deals Approvals is setup with Deal Approval Method = Approval Framework.
Once a Deal is approved, changes can still be made to the Deal. The fields are not grayed out. The Deal is not locked when it should be.
If Deal Approval Method = Workflow, the Deal is locked and no modifications can be made to it once the Deal is approved. The fields are grayed out.
1. On the Treasury Options page:
a. Check the box for “Enable Deal Preview/Approve”
b. Deal Approval Method = Approval Framework
2. Create a Deal
3. Once the Deal is saved, Deal Status = Open and Submitted
4. Log in as the Deal Approval
5. Display the Worklist
6. Approve the Deal
7. Re-display the Deal
8. Deal Status = Open / Deal Approved
9. Deal should be locked so no further changes can be made. However, fields are not grayed out and fields can be modified.
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