Delivered Workflows for PeopleSoft Enterprise PurchasingThis appendix discusses delivered workflows using the PeopleTools Workflow Technology for PeopleSoft Enterprise Purchasing.
This appendix does not include approval workflows using the PeopleSoft Approval Framework.
Delivered Workflows for PeopleSoft Enterprise PurchasingThis section discusses PeopleSoft Enterprise Purchasing workflows. The workflows are listed alphabetically by workflow name.
Bank Statement Arrived
This section discusses the Bank Statement Arrived workflow.
Description
|
Event Description |
A bank statement arrived. |
|
Action Description |
Notifies appropriate users that a procurement card statement has arrived and is ready for reconciliation. |
|
Notification Method |
|
Workflow Objects
|
Approval Rule Set |
Procurement Card Approval |
|
Business Process |
PROCARD_BANK_SMENT_ARRIVED |
|
Activity |
Bank Statement Arrived |
|
Role |
Employee |
Contract Expiration Alert
This section discusses the Contract Alert workflow.
Description
|
Event Description |
A contract expires. |
|
Action Description |
Notifies the buyer when a contract expired or reached the maximum monetary amount. |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
Contract Expire Alert |
|
Business Process |
CONTRACT_EXPIRY_ALERT |
|
Activity |
CONTRACT_EXPIRY_ALERT |
|
Role |
Buyer |
Online Purchase Order Acknowledgement Notifications
This section discusses the Online Purchase Order Acknowledgement Notifications workflow.
Description
|
Event Description |
PO Acknowledgements incoming from the supplier that need approval. |
|
Action Description |
Alerts the buyer tied to the purchase order, when an acknowledgement comes in from the supplier (via EDX or online) that needs their approval. |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
N/A Note. Uses the buyer tied to the PO (purchase order). |
|
Business Process |
PO_ACKNOWLEDGEMENT |
|
Activity |
PO_ACKNOWLEDGEMENT (POA Approvals - Realtime EDX flow. Supplier POA Resp - Realtime Online flow) |
|
Role |
Uses the buyer tied to the purchase order. |
Procurement Card Grace Period Expired
This section discusses the Procurement Card Grace Period Expired workflow.
Description
|
Event Description |
A procurement card grace period expires. |
|
Action Description |
Notifies appropriate users that the reconciliation of a procurement card bank statement was not finished within a preset time frame. |
|
Notification Method |
|
Workflow Objects
|
Approval Rule Set |
Procurement Card Grace Period Expire Alert |
|
Business Process |
PROCARD_GRACE_PERIOD_EXPIRED |
|
Activity |
ProCard Grace Period Expired |
|
Role |
Employee |
Purchase Order Acknowledgement Alert Notification
This section discusses the Purchase Order Acknowledgement Alert workflow.
Description
|
Event Description |
Late PO Acknowledgements |
|
Action Description |
Notifies the buyers tied to purchase orders marked as acknowledgements required, that have not received PO Acknowledgements within specified ranges defined in the Purchasing Business Options or within the vendor's definition. (Two types are after X days of purchase order dispatch and within X days of shipment) |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
N/A Note. Uses the buyer tied to the purchase order that hasn't received the acknowledgement. |
|
Business Process |
PO_POA_ALERTS |
|
Activity |
PO_POA_ALERTS |
|
Role |
Uses the buyer tied to the purchase order. |
Purchase Order Approval - ChartField Approval, Supervisor
This section discusses the Purchase Order Approval - ChartField Approval workflow. This workflow indicates that further approval is required from the supervisor.
Description
|
Event Description |
Further approval is required. |
|
Action Description |
Notifies approver when a purchase order needs approval. |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
PO ChartField Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO ChartFields |
|
Role |
Supervisor |
Purchase Order Approval - ChartField Approval, Reviewer
This section discusses the Purchase Order Approval - ChartField Approval workflow. This workflow indicates that further ChartField approval is required from the previous reviewer.
Description
|
Event Description |
Recycle ChartField. |
|
Action Description |
Notifies previous reviewer when a purchase order needs further review. |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
PO ChartField Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO ChartFields |
|
Role |
Previous reviewer |
Purchase Order Approval - ChartField Approval, Denied
This section discusses the Purchase Order Approval - ChartField Approval workflow. This workflow indicates that the ChartField is denied.
Description
|
Event Description |
Deny ChartField. |
|
Action Description |
Notifies buyer that the purchase order has been denied. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Approval Rule Set |
PO ChartField Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO ChartFields |
|
Role |
Buyer |
Purchase Order Approval - Amount Approval, Supervisor
This section discusses the Purchase Order Approval - Amount Approval workflow. This workflow indicates that further approval is required from the supervisor.
Description
|
Event Description |
Further approval required. |
|
Action Description |
Notifies approver when a purchase order needs approval. |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
PO Amount Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO amount. |
|
Role |
Supervisor |
Purchase Order Approval - Amount Approval, Reviewer
This section discusses the Purchase Order Approval - Amount Approval workflow. This workflow indicates that further approval is required from the previous reviewer.
Description
|
Event Description |
Recycle amount. |
|
Action Description |
Notifies previous reviewer when a purchase order needs further review. |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
PO Amount Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO Amount |
|
Role |
Previous reviewer |
Purchase Order Approval - Amount Approval, Denied
This section discusses the Purchase Order Approval - Amount Approval workflow. This workflow indicates that the purchase order amount was denied.
Description
|
Event Description |
Deny amount. |
|
Action Description |
Notifies buyer that the purchase order has been denied. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Approval Rule Set |
PO Amount Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO Amount |
|
Role |
Buyer |
Purchase Order Canceled
This section discusses the Purchase Order Canceled workflow.
Description
|
Event Description |
A purchase order associated with a requisition is canceled. |
|
Action Description |
Notifies the requester when the purchase order for the requisition has been canceled. |
|
Notification Method |
|
Workflow Objects
|
Approval Rule Set |
N/A |
|
Business Process |
PO_CANCELED |
|
Activity |
PO Canceled |
|
Role |
Requester |
Rebate Manager Notification
This section discusses the rebate manager notification workflow.
Description
|
Event Description |
A claim associated with a vendor rebate agreement is generated. |
|
Action Description |
Notifies the rebate manager when the claim for the rebate agreement has been generated. |
|
Notification Method |
Email and worklist. |
Workflow Objects
This notification uses the PeopleSoft Errors, Warnings, and Notifications (EWN) architecture.
Receipt Quantity Change Notification
This section discusses the rebate manager notification workflow for receipt quantity changes affecting a rebate.
Description
|
Event Description |
A receipt associated with a vendor rebate agreement that has accruals already included on a claim is changed. |
|
Action Description |
Notifies the rebate manager when the receipt associated with a vendor rebate agreement that has accruals already included on a claim has been changed. |
|
Notification Method |
Email and worklist |
Workflow Objects
This notification uses the PeopleSoft Errors, Warnings, and Notifications (EWN) architecture.
Request for Quote (RFQ) Notification
This section discusses the RFQ Notification workflow.
Description
|
Event Description |
A requisition line requires an RFQ. |
|
Action Description |
Notifies the buyer when a requisition line requires an RFQ. |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
RFQ Notification Alert |
|
Business Process |
RFQ_NOTIFICATION |
|
Activity |
REQ Notification |
|
Role |
Buyer |
Requisition Approval - ChartField Approval
This section discusses the Requisition Approval - ChartField Approval workflow. This workflow indicates that further ChartField approval is required from the supervisor.
Description
|
Event Description |
Further approval is required. |
|
Action Description |
Notifies approver when a requisition needs approval. |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
Req ChartField Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Req ChartField Approval |
|
Role |
Supervisor |
Requisition Approval - ChartField Approval
This section discusses the Requisition Approval - ChartField Approval workflow. This workflow indicates that further ChartField approval is required from the previous reviewer.
Description
|
Event Description |
Recycle Req ChartFields. |
|
Action Description |
Notifies previous reviewer when a requisition needs further review. |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
Req ChartField Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Req ChartField Approval |
|
Role |
Previous reviewer |
Requisition Approval - ChartField Approval
This section discusses the Requisition Approval - ChartField Approval workflow. This workflow indicates that the ChartField is denied.
Description
|
Event Description |
Deny ChartField. |
|
Action Description |
Notifies requester that the requisition has been denied. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Approval Rule Set |
Req ChartField Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Req ChartField Approval |
|
Role |
Requester |
Requisition Approval - Amount Approval
This section discusses the Requisition Approval - Amount Approval workflow. This workflow indicates that further amount approval is required from the supervisor.
Description
|
Event Description |
Further approval is required. |
|
Action Description |
Notifies approver when a requisition needs approval. |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
Req Amount Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Amount Approval |
|
Role |
Supervisor |
Requisition Approval - Amount Approval
This section discusses the Requisition Approval - Amount Approval workflow. This workflow indicates that further amount approval is required from the previous reviewer.
Description
|
Event Description |
Recycle Req Amount. |
|
Action Description |
Notifies previous reviewer when a requisition needs further review. |
|
Notification Method |
Worklist |
Workflow Objects
|
Approval Rule Set |
Req Amount Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Amount Approval |
|
Role |
Previous reviewer |
Requisition Approval - Amount Approval
This section discusses the Requisition Approval - Amount Approval workflow. This workflow indicates that the requisition amount was denied.
Description
|
Event Description |
Deny Req Amount. |
|
Action Description |
Notifies requester that the requisition has been denied. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Approval Rule Set |
Req Amount Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Amount Approval |
|
Role |
Requester |
Requisition Sourced
This section discusses the Requisition Sourced workflow.
Description
|
Event Description |
A requisition was sourced through the Create PO process. |
|
Action Description |
Notifies the requester when a requisition line has been sourced to a purchase order line through the Create PO process. |
|
Notification Method |
|
Workflow Objects
|
Approval Rule Set |
Requisition Source Alert |
|
Business Process |
REQ_SOURCED |
|
Activity |
Req Sourced |
|
Role |
Requester |
|
Email Template |
Requisition Review |
Settlement Manager Notification
This section discusses the settlement manager notification workflow.
Description
|
Event Description |
A claim associated with a vendor rebate agreement is settled. |
|
Action Description |
Notifies the settlement manager when the claim for the rebate agreement has been settled. |
|
Notification Method |
Email and worklist. |
Workflow Objects
This notification uses the PeopleSoft Errors, Warnings, and Notifications (EWN) architecture.