Predefined Workflows Embedded in Oracle Applications and Oracle Self-Service Web Applications
You can use Oracle Workflow to customize the predefined workflow processes listed below. A full description of each workflow is documented in its respective product's User's Guide or Configuration Guide, if one is available.
Note: Some Oracle Applications products use the Account Generator feature to dynamically create accounting flexfield combinations. The Account Generator has generic predefined workflow functions that each Oracle Application product uses in its own predefined Account Generator process. The Account Generator processes for each product are not listed in this section, but are documented in more detail in each respective product's User's Guide. A general discussion of the Account Generator feature is also available in the Oracle Applications Flexfields Guide.
See Also
Oracle Support Policy for Predefined Workflows
Application Implementation Wizard
Application Implementation Wizard provides a set of workflow processes that guide you through the setup and implementation of Oracle Applications. The Application Implementation Wizard helps you through the tasks and interdependencies of configuring Oracle Applications for your installation. To make your implementation job easier, the Application Implementation Wizard logically groups similar setup tasks.
The sequence of steps that the Wizard takes you through are contingent on the application modules you install. This obviates running duplicate setup steps when implementing multiple application modules.
The details and usage of the workflow processes can be obtained from the Application Implementation Wizard User's Guide.
Oracle Application Object Library
Oracle Application Object Library provides a set of standard function activities that you can use to incorporate concurrent manager processing into any Oracle Applications workflow process. The standard function activities are associated with the Concurrent Manager Functions item type. See: Concurrent Manager Standard Activities.
Oracle Business Intelligence System
BIS Management by Exceptions Process--This generic workflow process is a template for BIS customers to use as part of their Performance Management Framework. When actual performance does not meet expected performance, this process sends a basic corrective action notification with an embedded report URL. All other processes under the OBIS Corrective Action item type are similar to this generic process.
Oracle Self-Service Expenses
Expense Reporting Process--Oracle Self-Service Expenses uses the Expense Reporting workflow process to process the manager approval and accounting review of expense reports entered in Self-Service Expenses. The Expense Reporting process begins when a user submits an expense report, and finishes when an expense report is rejected or approved. If approved, the Expense Reporting process makes the expense report available for the Payables Invoice Import process. The Expense Report process notifies employees at key event points during the manager approval and accounting review process.
Oracle Self-Service Human Resources
Candidate Offer Approval Process--Submits an offer made using the Candidate Offers option in Line Manager Direct Access to the appropriate managers in the approval hierarchy. When the last approver in the hierarchy approves the offer, the workflow notifies Human Resources to print, sign and post the offer letter to the candidate and waits for the candidate's response. Once the candidate responds to the offer, the originating manager is notified and the workflow completes. The workflow keeps the originating manager informed of the offer status throughout the process.
Career Management Reviews Process--Sends notifications to reviews for Appraisals and Assessments.
360 Appraisals Process--Sends a notification to a set of people informing them that they should perform an appraisal as part of a group.
Other Processes--Oracle Self-Service HR includes processes that allow employees and mangers to view, update, and display approved personal details on the Web, including:
- Basic Details (Name, Marital status, and so on)
- Personal Competence Profile
- School and College Attendances
Oracle Self-Service HR also includes processes to allow employees to enroll in a class and apply for a job.
Oracle Self-Service Purchasing
Receipt Confirmation Process--Sends receipt notifications to requestors, informing them that they should have received their order. This process is also known as the PO Confirm Receipt workflow.
Requisition Approval Process--Submits a requisition created from Web Requisitions to the appropriate managers for approval and updates the status of the requisition.
Oracle Web Customers
Customer Self-Service Registration Approval Process--Oracle Web Customers allows a guest to logon and register as a customer contact for a company. This process routes a notification to the appropriate account approver, as defined by the Web Store owner, to verify and approve the registration. If the account approver approves the registration, the guest's account for both the Web User Logon and the Order Entry System Customer Account is activated. If the account approver rejects the registration, both accounts are deactivated. If the guest has been identified as a possible duplicate contact in the customer registry, the process allows the account administrator of the Web Store to associate the request with an existing contact, accept the request as a new contact registration or reject the request all together.
Order Entry Review Process--Oracle Web Customers allows you to set up a reviewer to verify order entry on the Web. This process routes an order notification to the reviewer for approval. If approved, the quote is booked and the order status is changed to 'Saved', otherwise, the order is rejected. In either case, appropriate notifications are sent to the customer or to the sales representative who prepared the order for the customer.
Oracle Web Suppliers
Supplier Self-Service Registration Approval Process--Oracle Web Suppliers allows a guest to logon and register as a supplier contact for a company. This process routes a notification to the appropriate account approver to verify and approve the registration. If the approver approves the registration, the Supplier Web User account is activated. If the account approver rejects the registration, the account is deactivated.
Oracle Engineering
Engineering Change Orders Process--Submits an engineering change order to the appropriate people for approval.
Oracle General Ledger
Journal Approval Process--Journals can now be approved before posting. Create an approval hierarchy and define authorization limits for each user. The Journal Approval process automatically routes journals to the appropriate user, based on the approval hierarchy.
Step-Down AutoAllocations Process--Initiates the GL Allocation process and directs batches to the GL Mass Allocation process or the GL Recurring Journals process. These processes validate batches and determine if approvals are required for a batch, submit the batch(s) to approvers if required, then notify individuals of the approval results. If errors occur, the contact or responsibility can choose to rollback the Step-Down AutoAllocation process which reverses any posted journals.
Global InterCompany System--The Global Intercompany System (formerly CENTRA) is an enhanced feature for Release 11i. It provides an environment within which multiple companies can exchange intercompany transactions. When a sender company initiates an intercompany transaction, the workflow process notifies the receiver company of the transaction. The workflow process notifies the sender company if the receiver company approves or rejects the transaction. In addition, a threshold amount can be set to limit the volume of notifications or to notify approvers of only large transactions.
Oracle Federal Human Resources
GHR Personnel Action Process--Enables the routing of the Request for Personnel Action (RPA) Form for data entry, signature, and review before the final approval and update to the database. Based on the agency's practices, the user can route the RPA to an individual, groupbox, or routing list within the routing group. As the RPA is routed, the system maintains a history of actions. By referring to the history, users can learn what action was taken, by whom, and on what date.
GHR Position Description Process--Enables the routing of the Position Description form for data entry, signature, review and classification. Based on the agency's practices, the user can route the Position Description form to an individual, groupbox, or routing list within the routing group. As the Position Description form is routed, the system maintains a history of actions. By referring to the history, users can learn what action was taken, by whom, and on what date.
GHR Within Grade Increase Process--Enables the automatic processing of Within Grade Increase(WGI) actions without any manual intervention. The default WGI process automatically notifies the Personnel Office of the WGI approval and requires no response. WGI process can be configured during implementation in many ways based on the agency's practices.
Oracle Human Resources
Task Flow Item Type--Oracle Human Resources provides a predefined workflow item type called HR Task Flow that you can use to set up your task flows. The HR Task Flow item type includes a function activity for every HR application window that is allowed to be incorporated into a task flow. You can use these predefined function activities to model a workflow process for each task flow. Moreover, each function activity includes activity attributes that you can set to create button labels and position buttons on its corresponding application window.
The HR Task Flow item type provides you with an alternative to using forms to set up and maintain your task flows. By integrating with Oracle Workflow, you can use the graphical Oracle Workflow Builder to help you design and diagram the sequence of your windows.
Oracle Order Entry
ATO Change Order Management Process--This process is an Oracle Order Entry/Shipping process navigator flow. This process provides you with the ability to streamline the change order process for assemble-to-order (ATO) customers through an easy-to-use, graphical user interface. In addition, it enables you to streamline the change order process across application products and includes complete business cycles.
Oracle Payables
AP Open Interface Import Process--Automates verification and validation of data in the Open Interface tables. For example, this process can be modified to validate all accounting code combinations in the Open Interface tables. Notification of any invalid code combinations can be sent to a specified user for correction. Optionally the process can be set up to override any invalid code combinations with a designated default value. You can use Oracle Workflow to include additional workflow rules that meet the specific requirements of a business. Once an invoice has passed this process it is ready to be imported into the Oracle Payables application tables.
Credit Card Transaction Employee Process--Notifies and confirms credit card transactions with a card holder. Oracle Payables initiates this process after you submit the Credit Card Transaction Validation and Exception Report. The process notifies an employee of transactions created by the employee's credit card, and confirms the transaction information with the employee.
Credit Card Transaction Manager Process--Notifies and confirms credit card transactions with a card holder's manager. Oracle Payables initiates this process when the Credit Card Transaction Employee workflow process executes. The Credit Card Transaction Manager workflow process notifies a manager of transactions created by the employee's credit card, and determines if the manager needs to approve the transactions.
Expense Reporting Process--Oracle Payables uses the Expense Reporting workflow process to process the manager approval and accounting review of expense reports entered in Self-Service Expenses. The Expense Reporting process begins when a user submits an expense report, and finishes when an expense report is rejected or approved. If approved, the Expense Reporting process makes the expense report available for the Payables Invoice Import process. The Expense Report process notifies employees at key event points during the manager approval and accounting review process.
Oracle Planning
Planning Exception Message Process--Sends notifications to suppliers, customer contacts, or internal personnel that inform them of planning exceptions and lets the recipients initiate appropriate action to correct the planning exception.
Oracle Projects
Project Approval and Status Change Process--Routes a project and notifies appropriate users of any project status change. For example, you can submit the project for approval, or notify appropriate people upon project closure. You select which workflow to use for the appropriate status change, as well as determining the person(s) to route the project to.
Budget Approval Process--Routes a project budget for approval and baseline. You select which workflow to use for the budget type, as well as determining the person(s) to route the budget to.
Oracle Project Manufacturing
Indirect/Capital Project Definition Process--This process is part of the Project Manufacturing Project Definition process navigator flow. This process guides users through all the necessary sequence of steps for setting up an Indirect- or Capital-type project for use in Oracle Project Manufacturing.
Contract Project Definition Process--This process is part of the Project Manufacturing Project Definition process navigator flow. This process guides users through all the necessary sequence of steps for setting up a Contract-type project for use in Oracle Project Manufacturing.
Oracle Process Manufacturing
Quality Control Sample Creation Notification Process--Notifies and prompts a valid user who is associated with certain parameters of transactions such as Organization, Warehouse, or Item, to create samples for quality assurance in the Product Development Module of Oracle Process Manufacturing. Specific inventory transactions in Oracle Process Manufacturing initiate this workflow process. The user can create a quality control sample by invoking the Sample Creation form directly from the notification.
Quality Control Sample Acceptance Process--Spawns detail processes that notify quality control analysts to perform tests on a newly created sample and manages the testing results for final sample acceptance. This workflow is initiated when a sample is created in the Product Development Module of Oracle Process Manufacturing. This workflow is a master process that determines the number of tests to be performed on the sample based on predefined specifications and spawns a matching number of Quality Control Assay Testing detail processes to notify the analysts to perform the tests. The master process waits until all the detail processes complete before sending a notification with the sample disposition to the sample approver. The notification allows the approver to view the results directly from the Result form and enter a final disposition on the sample. The process then completes by notifying the inventory approver of the final sample disposition.
Quality Control Assay Testing Process--Notifies quality control analysts to perform tests on a newly created sample. This process is initiated by the Quality Control Sample Acceptance process. It sends a notification to the analyst who needs to perform the tests. The analyst can respond to the notification by directly opening the Result form from the notification to enter the results of the tests.
Item Activation Process--Notifies an approver to approve an item once it is created in Oracle Process Manufacturing. The item is made inactive until the approver approves it.
Lot Expire and Lot Retest Process--Notifies appropriate roles associated with an item when a lot or sublot of that item expires or is ready for retesting.
Process Manufacturing Intelligence
Process Manufacturing Inventory Turns Process--Sends notifications to the designated responsibilities whenever the actual values of the inventory turn do not fall within the targeted values defined in the Inventory Turn Report. The Inventory Turn Report is part of Process Manufacturing BIS.
Oracle Purchasing
Procurement Workflow--The Procurement Workflow is a lights-out, hands-off transaction processing system that is truly flexible and extensible to all members of your supply chain. It is one of the key enablers in the shift towards more strategic sourcing and procurement activities. It consists of the Document Approval, Automatic Document Creation, Change Orders, Account Generation, Send Notifications, Price/Sales Catalog Notification, and Receipt Confirmation (used only by Self-Service Purchasing) workflow processes.
Document Approval Process--Performs all approval related activities in Oracle Purchasing. These include, but are not limited to, document submission, approval, forwarding, approval notifications, and rejection. This includes the PO Approval workflow process for approving purchase orders and the PO Requisition Approval workflow process for approving requisitions.
Automatic Document Creation Process--Automatically creates standard purchase orders or releases against blanket agreements using approved purchase requisition lines, if the requisition lines have the required sourcing information. This process is also known as the PO Create Documents workflow.
Change Orders Process--Allows you to control which changes require a manual reapproval and which will be automatically reapproved. All reapproved documents, either manual or automatic, will result in the document revision being incremented. This process is part of the PO Approval workflow.
Send Notifications Process--Looks for documents that are incomplete, rejected, or in need of reapproval, and sends notifications regarding the document's status to the appropriate people. This is also known as the PO Send Notifications for Purchasing Documents workflow.
Price/Sales Catalog Notification Process--Sends a notification to the buyer when the price/sales catalog information sent through the Purchasing Documents Open Interface includes price increases that exceed a price tolerance that you set. This process is also known as the PO Catalog Price Tolerance Exceeded Notifications workflow.
Oracle Receivables
Credit Memo Request Approval Process - Routes a credit memo request for approval using an organization's internal management hierarchy or approval limits defined in Oracle Receivables. If the request is approved, a credit memo is created in Oracle Receivables. Otherwise, the process notifies the requestor with an explanation of why it was rejected.
Oracle Service
Service Request Process--Routes a service request to individuals in the organization for resolution. Customize the process to select and notify service personnel, as well as to transfer and escalate service requests automatically based on your organization's service rules and guidelines.
Service Request Actions and Dispatch Process--Routes a service request action to individuals in the organization for resolution and in addition, notify with instructions, appropriate service personnel who need to be dispatched to a field site. Customize the process to manage, transfer or escalate dispatch requests.
Field Service Dispatch Process--Inserts or updates service request data into the interface table and sends a notification to the field service engineer with dispatch information. This process is used by Oracle Mobile Field Service.
