Altering Email Templates
To define notification templates, use the Notification Templates (WIL_TEMPLATE) component.
See the product documentation for PeopleTools: Workflow Technology.
This topic discusses how to alter email templates.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Generic Template Definition Page |
WL_TEMPLATE_GEN |
Edit the text of notification boilerplate email templates. You can also modify the HTML that is associated with each template. For more information, see Defining Generic Templates in PeopleTools: Workflow Technology |
|
Define Template Page |
WL_TEMPLATE |
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. |
A Standard Email Template is used to send email notification for Notice of Intent to Award (NOIA) and Notice of Award (NOA).
This example illustrates the fields and controls on the Standard Email Template NOIA.
When an NOIA is sent, bidders will receive email notification based on NOIA standard email template defined for the business unit.
Another standard email template is used to send notifications for NOA.
This example illustrates the fields and controls on the Standard Email Template NOA.
When an NOA is sent, bidders will receive email notification based on NOA standard email template defined for the business unit. This standard template will be used for sending NOA for both awarded and non-awarded bidders. However, the content of the notification will vary for awarded and non-awarded bidders.
A separate RTF template type is also defined under BI Report definition to send NOIA and NOA. The report template file is used to generate a PDF which will be attached on the email notification for NOIA and NOA.
This example illustrates the fields and controls on the RTF Template for NOIA/NOA.
PeopleSoft Strategic Sourcing includes the following notifications regarding bidder registration.
Term |
Definition |
|---|---|
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, supplier, or customer. |
Sourcing New Contact |
Notifies bidders contact that they have been added as a contact for a registered bidder. |
PeopleSoft Strategic Sourcing includes the following event notifications.
Term |
Definition |
|---|---|
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. |
PeopleSoft Strategic Sourcing includes the following event notifications.
Term |
Definition |
|---|---|
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. Note: Based on the settings set up in the Sourcing - Business Unit Definition Page, event notifications can be sent immediately or on a preview date as set in the Event Summary Page. |
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. |
PeopleSoft Strategic Sourcing includes the following analysis notifications.
Term |
Definition |
|---|---|
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 non-awarded bidders that they are not selected for award. |
Winning Bidder |
Notifies awarded bidders that they are selected for award. |
Notice of Intend to Award (NOIA) |
Notifies bidders that they have been identified for the award (using the NOIA feature). |
Notice of Award (NOA) |
Notifies awarded bidders that they are selected for award (using NOA feature). |
PeopleSoft Strategic Sourcing includes the following sourcing plan notifications.
Term |
Definition |
|---|---|
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. |