PeopleSoft Enterprise Services Procurement 9.1 PeopleBook

Appendix: Additional Implementation Process Flow Information

This chapter discusses important implementation process flow information relating to:

The following diagrams illustrate the process flow for shifts in PeopleSoft Services Procurement:

Shifts Process Flow (1 of 2)

Shifts Process Flow (2 of 2)

The following diagrams illustrate the process flow for assignments in PeopleSoft Services Procurement:

Assignments Process Flow (1 of 4)

Assignments Process Flow: A (2 of 4)

Assignments Process Flow: B (3 of 4)

Assignments Process Flow: C (4 of 4)

The following diagram illustrates the process flow for time category overrides in PeopleSoft Services Procurement:

Time Category Override Process Flow

The following diagram illustrates the process flow for service provider/coordinator role used in PeopleSoft Services Procurement:

Service Provider/Coordinator Combined Role process flow

This section lists the worklist information that is moved or created when you replace a service coordinator on requisitions and work orders.

Requisitions

The following table lists the worklist information that is moved or created when you replace a service coordinator on requisitions:

Step	Requisition Status	Worklist Description	Reassign Worklists - Assign To the Team Members*
1	Open	Define Rate worklist entries (depending on the business unit setup information)	All team members
2	Pending/Denied	Preapproval Sourcing Worklist (based on the allow Sourcing Prior to approval option on the business unit setup)	All team members
3	Approved	Sourcing Worklist	All team members
4	Sourced	Approved Worklist Sourcing Worklist Last Bid Worklist (one for each supplier; worklists needs to be triggered in case of a team)	Default team member
5	Filled	Approved Worklist Sourcing Worklist Work Order Creation Worklist	Default team member
6	Canceled	None	None
7	Closed	None	None

*When no team is involved, the Worklist items will be assigned to the specific replacement service coordinator.

Work Orders

The following table lists the worklist information that is moved or created when you replace a service coordinator on work orders:

Step	Requisition Status	Worklist Description	Reassign Worklists - Assign To the Team Members*
1	Open/Denied	Define Rate worklist entries (depending on the business unit setup information) Alert Worklist Entries	All team members
2	Submitted	Alert Worklist Entries	Default team member
3	Approved	Approved Worklist, Alert Worklist Entries	Default team member
4	Released	Alert Worklist Entries Survey Worklist Entries	Default team member
5	Canceled/Closed/Terminate	Alert Worklist Entries Survey Worklist Entries	Default team member
6	Extended/Reassign	None	None

*When no team is involved, the Worklist items will be assigned to the specific replacement service coordinator.