Delivered Workflows for PeopleSoft Supplier Contract ManagementThis appendix discusses the delivered workflows for PeopleSoft Supplier Contract Management.
See Also
PeopleTools PeopleBook: Workflow Technology
PeopleTools PeopleBook: Using PeopleSoft Applications
Configuring PeopleSoft Approval Framework for Use with Supplier Contract Management
Approving Documents and Document Components
Delivered Workflows for PeopleSoft Supplier Contract ManagementThis section discusses PeopleSoft Supplier Contract Management workflows. The workflows are listed alphabetically by workflow name.
Agreement and Verification Step NotificationThis section discusses the PeopleSoft Supplier Contract Management workflow notifications for contract agreements, verification steps, and performance metrics.
Description
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Event Description |
An agreement and its associated verification steps are assigned to a contract, and the system notifies interested parties regarding action or review needed for agreements and verification steps, as well as system-calculated supplier performance metrics. |
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Action Description |
The system sends workflow notifications to interested internal and/or external parties when due dates are approaching or past due and an action must be completed. This might include securing documents, confirming an agreed upon date, or completing required inspections. In addition, the system can send notifications for metric-based agreements for warning and unacceptable performance. These performances are based on targeted and tolerance percentages defined for a contract as compared against the latest history information that you process using the Update Procurement Info component from within the Supplier Contracts Monitor and Update Agreements folder. |
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Notification Method |
Email and worklist. |
See Also
Setting Up Header Agreement Verification Steps
Clause ApprovalThis section discusses the PeopleSoft Supplier Contract Management workflow that uses the PeopleSoft Approval Framework to route and approve clauses for approval.
Description
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Event Description |
A clause is submitted for workflow approval using the Submit for Approval button on the Clause Definition page. |
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Action Description |
The system notifies appropriate users that a clause in the library requires review and approval. Approvers can deny or approve the clause. |
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Notification Method |
Email and worklist. |
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Email Template |
Clause Approval (Routing for Clause Approvers) |
See Also
CollaborationThis section discusses Supplier Contract Management collaboration that uses the PeopleSoft Approval Framework to route documents for collaboration.
Description
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Event Description |
A document is submitted for collaboration using the Route Internally or the Route Externallybutton on the Document Management page. |
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Action Description |
The system notifies the appropriate internal or external collaborators and reviewers that a document is ready for collaboration. |
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Notification Method |
Email and worklist. |
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Email Template |
DocumentCollabReview (Document Collaboration Review) |
See Also
Document ApprovalThis section discusses the Supplier Contract Management workflow that uses the PeopleSoft Approval Framework to route documents for approval.
Description
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Event Description |
A document is submitted for workflow approval using the Submit for Approval button on the Document Management page. |
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Action Description |
The system notifies appropriate users that a document requires review and approval. Approvers can deny or approve the document. |
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Notification Method |
Email and worklist. |
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Email Template |
Document Approval (Routing for Contract Approvers) |
See Also
Document SignaturesThis section discusses the Supplier Contract Management workflow that uses the PeopleSoft Approval Framework to route documents for signatures.
Description
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Event Description |
An authored document requires signatures. |
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Action Description |
When using digital signatures and routing prepared documents for signature before or after approvals, the system notifies designated signer users in the Internal Contacts/Signers link sequentially as each user signs the document. Unlike collaboration, where the system notifies all users within the list simultaneously, the system routes documents for internal signatures sequentially based on the sign order. You can also use the Send to Contacts or Dispatch pages to notify suppliers that signatures are required. |
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Notification Method |
Email and worklist. |
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Email Template |
Document Sign (Document Signature) |
Spend ThresholdThis section discusses the Supplier Contract Management workflow to send spend threshold notifications.
Description
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Event Description |
Workflow notifications are sent for contracts specified that have spend threshold defined for them. |
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Action Description |
The system sends workflow notifications to interested parties when the spend amount against a contract exceeds the threshold amount specified on the contract. |
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Notification Method |
Email and worklist. Run the Contract Workflow Notification (CS_CNTRCT_WF) process. |
See Also
Setting Up Spend Thresholds and Running Contract Alert Workflows for Purchasing Contracts