PeopleSoft Strategic Sourcing 9.1 PeopleBook

Preparing Strategic Sourcing Notifications

This chapter provides an overview of Strategic Sourcing notifications and discusses how to alter email templates.

Understanding Strategic Sourcing Notifications

PeopleSoft Strategic Sourcing provides the means to notify bidders of:

Registration requests and approvals.
Event invitations and event interest notifications.
Bid responses and statuses.

PeopleSoft Strategic Sourcing also provides the means to notify internal users of:

Registration and event approval requests.
Collaboration requests and statuses.
Event statuses, such as when an event is ready for analysis and award.
Sourcing project plan and task statuses.

Email Notifications

The first email notice that is sent to bidders is either a registration confirmation email containing an assigned password or notification that the registration is routed for approval. Subsequent emails are automatically generated to advise bidders and internal users of the progress of the event.

PeopleSoft Strategic Sourcing delivers several standard email notices, which you can alter as needed. Some specific email notifications include links to a Web site or a PDF file attachment that provides further information.

Example of a notification PDF file

Altering Email Templates

To define notification templates, use the Notification Templates (WIL_TEMPLATE) component.

See PeopleTools PeopleBook: Workflow Technology.

This section discusses how to alter email templates.

Bidder Registration Notifications

PeopleSoft Strategic Sourcing includes the following notifications regarding bidder registration.

Registration Confirmation	Notifies bidders when they are successfully registered. Includes the assigned password.
Sourcing Approval	Notifies the registration approver that a bidder registration is submitted for review.
Sourcing Approved	Notifies the bidder that the registration request is approved.
Sourcing Denied	Notifies the bidder that the registration request is denied.
Sourcing Duplicate Information	Notifies bidders that their registration information matches an existing bidder, vendor, or customer.
Sourcing New Contact	Notifies bidders contact that they have been added as a contact for a registered bidder.

Event Creation and Status Notifications

PeopleSoft Strategic Sourcing includes the following event notifications.

Collaboration Notice	Notifies collaborators that they are invited to collaborate on an event.
Collaborator Removal	Notifies collaborators that their participation in the collaboration is no longer required
Collaboration Completion	Notifies the event creator that the collaboration ended either because the collaboration due date passed or all invited collaborators provided the necessary input.
Event Approval Next	Notifies event approvers that an event requires their approval.
MCF Agent Creation (MultiChannel Framework agent creation)	Notifies event creators that they are created as a MultiChannel Framework agent, which enables internal users to chat real-time with bidders using the MultiChannel Framework.
Event PDF Preview	Notifies the event creator that a preview of the sourcing event PDF file has been created. The PDF file is included in the notification.
Event Invitation	Notifies invited bidders that they are invited to participate in a sourcing event.
Event Interest	Notifies uninvited bidders that a public event is posted in which they may be interested based on their self-categorization preferences.
Event Edited	Notifies bidders that a previously posted event is edited.
RFI Invitation (request for information invitation)	Notifies bidders that they are invited to a request for information (RFI) event.
RFI Event Edited	Notifies bidders that a posted RFI event is edited.
Event Lot Update	Notifies bidders that associated event lot dates are updated.
Pause Notification	Notifies invited bidders that an auction event is paused.
Resume Notification	Notifies invited bidders that a paused auction event is resumed.
Event Cancellation	Notifies invited bidders that a posted event is canceled.

Bid Response and Status Notifications

PeopleSoft Strategic Sourcing includes the following event notifications.

Bid Notification	Notifies bidders that they successfully posted a bid.
Outbid Notice	Notifies bidders that they are outbid on one or more sourcing event lines.
Proxy Outbid	Notifies bidders that their current bid price has changed based on his proxy bid.
Event Extension	Notifies invited bidders that the event end date is been extended.
Bid Cancellation	Confirms to bidders that they canceled their bid.
Withdrawal Notification	Confirms to bidders that they are withdrawn from one or more event lines on a countered offer.
Bid Disallow	Notifies bidders that their bid is disallowed and therefore is canceled.
Bid Rejection	Notifies bidders that their bid is no longer being considered for an award.
Sourcing New Winner	Notifies bidders that they are the winning bidder due to a cancellation of a previous winning bid.

Analysis and Award Notifications

PeopleSoft Strategic Sourcing includes the following event notifications.

Sourcing Analysis Collab	Notifies collaborators that they have been invited to collaborate on bid analysis
Event Analysis Export	Sends an XML version for the bid analysis to selected users.
Non-Winning Bidder	Notifies nonawarded bidders that they are not selected for award.
Winning Bidder	Notifies awarded bidders that they are selected for award.

Sourcing Plan Notifications

PeopleSoft Strategic Sourcing includes the following sourcing plan notifications.

Task Assignment	Notifies users when a sourcing plan is posted.
Change of Overall Plan Status	Notifies selected users when the overall plan status changes.
Change of Overall Step Status	Notifies selected users when the overall task status changes.
Predecessor Task Completion	Notifies selected users when all of the predecessor tasks (steps) for a task have been completed.
Approval Required	Notifies plan approver that a sourcing plan requires approval.
Approval Notification Updates	Notifies selected users when a sourcing plan is approved or denied.
Cancellation of Plan	Notifies selected users when a sourcing plan is canceled.
Reassignment of Task	Notifies previously assigned to users that their tasks have been reassigned.
Reassignment of Task	Notifies newly assigned to users that they have been assigned tasks.

Pages Used to Alter Email Templates

Page Name	Definition Name	Navigation	Usage
Generic Template Definition	WL_TEMPLATE_GEN	PeopleTools, Workflow, Notifications, Generic Templates	Edit the text of notification boilerplate email templates. You can also modify the HTML that is associated with each template.
Define Template	WL_TEMPLATE	PeopleTools, Workflow, Notifications, Notification Templates	Edit the text of all boilerplate email templates except for bidder registration notifications. You can also modify the HTML that is associated with each template.