Delivered Workflows for PeopleSoft ReceivablesThis appendix discusses delivered workflows using the PeopleTools Workflow Technology for PeopleSoft Receivables.
This appendix does not include approval workflows using the PeopleSoft Approval Framework.
See Also
Managing Credit, Collections, and Exceptions
PeopleTools PeopleBook: Workflow Technology
PeopleTools PeopleBook: PeopleSoft Applications User's Guide
Delivered Workflows for PeopleSoft ReceivablesThis section discusses PeopleSoft Receivables workflows. The workflows are listed alphabetically by workflow name.
Action Notification
This section discusses the Action Notification workflow.
Description
|
Event Description |
One of these events occurs to trigger Action Notification: You create a new action and assign it to an action owner on the Item Action page. The Condition Monitor Application Engine process (AR_CNDMON) creates a new action and assigns it to an action owner. You reassign an action to a new action owner on the Reassign Action page. The Condition Monitor process determines that the notification date for a supervisor, action owner, or receivables specialist has reached a specified number of days before or after the action due date. |
|
Action Description |
The system sends an e-mail notification to the action owner that contains links to the Action page and the Owner Action List page. The system also places an item on the action owner's worklist. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Collect Receivables |
|
Activity |
Actions |
|
Role |
None |
New Debits or Credits
This section discusses the New Debits or Credits workflow.
Description
|
Event Description |
An item for a customer is closed, rather than written off, by the creation of a new debit or credit item. |
|
Action Description |
The system sends an e-mail notification to the workflow user for the customer and places an item on the user's worklist. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Collect Receivables |
|
Activity |
New Debit Credit |
|
Role |
None |
Payment Predictor On Account Flag
This section discusses the Payment Predictor On Account Flag workflow.
Description
|
Event Description |
The Payment Predictor Application Engine process (ARPREDCT) applies a payment to a new on-account item and generates a payment worksheet. |
|
Action Description |
The system sends an e-mail notification to the workflow user for the customer and places an item on the user's worklist. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Collect Receivables |
|
Activity |
PP on Account |
|
Role |
None |