Delivered Workflows for PeopleSoft Payables

Event Description

A voucher is created that requires approval.

Action Description

The system places a link to the Voucher Approval page on the workflow user's worklist.

Notification Method

Worklist

Approval Rule Set

Payment Approval Rule Set 1

Business Process

PROCESS_VOUCHERS

Activity

APPROVE_VOUCHERS

Role

If using the delivered Payment Approval Rule Set 1, the roles are ANALYST, SUPERVISOR, and MANAGER

Event Description

A voucher that does not pass the Matching Application Engine process (AP_MATCH) is flagged as an exception. Workflow worklist items are generated by the Process Match Exceptions Application Engine process (MTCH_ERR_WF) and email notifications are generated by the Matching Workflow Application Engine process (AP_MTH_NOTFY). The Matching process executes both of these processes.

Workflow and email notification is selected at the match rule type or match rule level.

Action Description

The system places a link to the Matching Workflow page on the workflow user's worklist. The system sends an email notification to the action owner that contains a link to the Matching Workflow page.

Notification Method

Worklist and Email

Approval Rule Set

None

Business Process

MATCHING_ERRORS

Activity

ANALYZE MATCHING ERRORS

Role

There are three different sources for the user list, role, SQL definition, and query.

Event Description

A pay cycle is processed for federal payments that requires a certification approval. Pay Cycle Certification workflow is available if a certifier has been entered and the pay cycle has been setup to be certified.

Action Description

The system places a link to the Paycycle Certification page on the certifier's worklist.

Notification Method

Worklist

Approval Rule Set

None

Business Process

Ent AP Process Pay Cycles

Activity

PAYCYCLE_CERTIFICATION

Role

None