Delivered Workflows for PeopleSoft Services Procurement

The section discusses the Bid Forwarded to Requester workflow.

Description

Information Type	Description
Event Description	The service coordinator sends a bid response to the requester.
Action Description	The service coordinator sends the requester a candidate to consider.
Notification Method	Worklist, email.

Workflow Objects

Information Type	Description
Component	SPF_CBID_RSP_COMP
Role	Requester
Email Template	SCTOREQBID

The section discusses the Bid Response from Requester workflow.

Description

Information Type	Description
Event Description	The requester sends a bid response to a service coordinator.
Action Description	Notifies internal service coordinator that the requester has reviewed the bid. Notifies external service coordinator that the requester has reviewed the bid.
Notification Method	Worklist, email.

Information Type

Description

Event Description

The requester sends a bid response to a service coordinator.

Action Description

Notifies internal service coordinator that the requester has reviewed the bid.

Notifies external service coordinator that the requester has reviewed the bid.

Notification Method

Worklist, email.

Workflow Objects

Information Type	Description
Component	SPF_RBID_RSP_COMP
Role	Service coordinator (internal) Service coordinator (external)
Email Template	FREQTSC FREQTSC_E

Information Type

Description

Component

SPF_RBID_RSP_COMP

Role

Service coordinator (internal)

Service coordinator (external)

Email Template

FREQTSC

FREQTSC_E

The section discusses the Bid Retracted After Submission workflow.

Description

Information Type	Description
Event Description	The service provider contact selects to withdraw a bid submission before the service coordinator or requester responds to the bid.
Action Description	Notifies the service coordinator and requester, when needed, that the bid has been withdrawn.
Notification Method	Worklist, email.

Workflow Objects

Information Type	Description
Component	SPF.BID_WRK.SPF_RETRACT_SUBMTL
Role	Service coordinator
Email Template	SPF_RETRACT_SUBMITTAL

The section discusses the Bid Submitted workflow.

Description

Information Type	Description
Event Description	The service provider or service provider contact submits a bid on a requisition or work order.
Action Description	Notifies the service coordinator that a bid has been submitted for a requisition line or work order. Notifies a service coordinator that a service provider has entered a response for a bid on a requisition or work order.
Notification Method	Worklist, email.

Information Type

Description

Event Description

The service provider or service provider contact submits a bid on a requisition or work order.

Action Description

Notifies the service coordinator that a bid has been submitted for a requisition line or work order.

Notifies a service coordinator that a service provider has entered a response for a bid on a requisition or work order.

Notification Method

Worklist, email.

Workflow Objects

Information Type	Description
Component	SPF_BID SPF_BIDRESPONSE SPF_SUBMITTAL
Role	Service coordinator (internal employee) Service coordinator (external)
Email Template	S_RESPN_E S_RESPONSE CONBID CONBID_E

Information Type

Description

Component

SPF_BID

SPF_BIDRESPONSE

SPF_SUBMITTAL

Role

Service coordinator (internal employee)

Service coordinator (external)

Email Template

S_RESPN_E

S_RESPONSE

CONBID

CONBID_E

The section discusses the Communication Ended workflow.

Description

Information Type	Description
Event Description	The requester sends a bid response to the service coordinator with the bid action of End Communication. The service coordinator sends a bid response to the requester with the bid action of End Communication. The service coordinator sends a bid response to the service provider contact with the bid action of End Communication. The service provider contact sends a bid response to the service coordinator with the bid action of End Communication.
Action Description	Notifies the service coordinator that communication has ended for this bid. Notifies the requester that communication has ended for this bid. Notifies the service provider contact that communication has ended for this bid. Notifies the service coordinator that communication has ended for this bid.
Notification Method	Email.

Information Type

Description

Event Description

The requester sends a bid response to the service coordinator with the bid action of End Communication.

The service coordinator sends a bid response to the requester with the bid action of End Communication.

The service coordinator sends a bid response to the service provider contact with the bid action of End Communication.

The service provider contact sends a bid response to the service coordinator with the bid action of End Communication.

Action Description

Notifies the service coordinator that communication has ended for this bid.

Notifies the requester that communication has ended for this bid.

Notifies the service provider contact that communication has ended for this bid.

Notifies the service coordinator that communication has ended for this bid.

Notification Method

Email.

Workflow Objects

Information Type

Description

Component

SPF_CBID_RSP_COMP

Role

Service coordinator

Requester

Service provider contact

Service coordinator

Email Template

ECREQTOSC

ECSCTOREQ

ECSCTOSPC

ECSPCTOSC

The section discusses the Final Approval workflow.

Description

Information Type	Description
Event Description	The task is approved or denied.
Action Description	The requester is informed of the action taken.
Notification Method	Worklist, email.

Workflow Objects

Information Type	Description
Component	SAC_AW_ROUTE
Role	Requester
Email Template	WO_On_Final_Approval

The section discusses the Interview Canceled workflow.

Description

Information Type	Description
Event Description	A scheduled interview is canceled.
Action Description	Notifies interviewer that the interview has been canceled.
Notification Method	Email. Note: The Send Email check box must be selected for the interviewer to be notified.

Workflow Objects

Information Type	Description
Component	SPF_INTERVIEW_SCHD
Role	Interviewer
Email Template	INTRVREMVD

The section discusses the Interview Rescheduled workflow.

Description

Information Type	Description
Event Description	A scheduled interview is rescheduled and the send email check box is selected.
Action Description	Notifies interviewer that the interview has been rescheduled.
Notification Method	Email (only when the send email check box is selected).

Workflow Objects

Information Type	Description
Component	SPF_INTERVIEW_SCHD
Role	Interviewer
Email Template	INTRVRESCH

The section discusses the Interview Scheduled workflow.

Description

Information Type	Description
Event Description	An interview is scheduled for a bid.
Action Description	Notifies interviewer that he or she is scheduled to interview a candidate.
Notification Method	Worklist, email (only when the send email check box is selected).

Workflow Objects

Information Type	Description
Component	SPF_INTERVIEW_SCHD
Role	Service provider (email only), interviewer (worklist and email).
Email Template	INTERVIEW

The section discusses the Invoice Approved by Internal Approver workflow.

Description

Information Type	Description
Event Description	Invoice is approved by the internal invoice approver.
Action Description	Notifies the invoice manager that the invoice has been approved by the internal invoice approver.
Notification Method	Email.

Workflow Objects

Information Type	Description
Component	SPF_INV_APPROVE
Role	Invoice manager
Email Template	SP_IVAPR

The section discusses the Invoice Approved by Supplier workflow.

Description

Information Type	Description
Event Description	Invoice is approved by the supplier invoice approver.
Action Description	Notifies the internal invoice approver that the supplier has approved the invoice.
Notification Method	Email.

Workflow Objects

Information Type	Description
Component	SPF_INV_APPROVE
Role	Internal invoice approver
Email Template	SP_IVABS

The section discusses the Invoice Rejected by Internal Approver workflow.

Description

Information Type	Description
Event Description	Invoice is rejected by the internal invoice approver.
Action Description	Notifies the invoice manager that the invoice has been rejected by the internal invoice approver.
Notification Method	Email.

Workflow Objects

Information Type	Description
Component	SPF_INV_APPROVE
Role	Invoice manager
Email Template	SP_IVREJ

The section discusses the Invoice Rejected by Supplier workflow.

Description

Information Type	Description
Event Description	Invoice is rejected by the supplier invoice approver.
Action Description	Notifies the invoice manager that the supplier has rejected the invoice.
Notification Method	Email.

Workflow Objects

Information Type	Description
Component	SPF_INV_APPROVE
Role	Invoice manager
Email Template	SP_IVRBS

The section discusses the Invoice Submitted for Approval workflow.

Description

Information Type	Description
Event Description	Invoice is submitted for approval.
Action Description	Notifies invoice manager that an invoice has been submitted for approval. Notifies internal invoice approver that an invoice has been submitted for approval.
Notification Method	Email (invoice manager). Worklist, email (internal invoice approver).

Information Type

Description

Event Description

Invoice is submitted for approval.

Action Description

Notifies invoice manager that an invoice has been submitted for approval.

Notifies internal invoice approver that an invoice has been submitted for approval.

Notification Method

Email (invoice manager).

Worklist, email (internal invoice approver).

Workflow Objects

Information Type

Description

Component

SPF_INV_APPROVE

Role

Invoice manager

Internal invoice approver

Email Template

SP_IVS2E (invoice manager)

SP_IVSUB (internal invoice approver)

The section discusses the Requisition Approved workflow.

Description

Information Type	Description
Event Description	A requisition is approved.
Action Description	Notifies a service coordinator that a requisition has been approved and is ready to be sourced. Notifies a service coordinator that a requisition is approved and ready for bid submittal.
Notification Method	Worklist, email.

Information Type

Description

Event Description

A requisition is approved.

Action Description

Notifies a service coordinator that a requisition has been approved and is ready to be sourced.

Notifies a service coordinator that a requisition is approved and ready for bid submittal.

Notification Method

Worklist, email.

Workflow Objects

Information Type	Description
Component	SPF_REQ_LN_STTS (service coordinator—external, service coordinator—internal employee) SPF_SOURCE_CMP (service coordinator)
Role	Service coordinator (external) Service coordinator (internal employee)
Email Template	REQAPPROVE REQAPR_E SOURCING

Information Type

Description

Component

SPF_REQ_LN_STTS (service coordinator—external, service coordinator—internal employee)

SPF_SOURCE_CMP (service coordinator)

Role

Service coordinator (external)

Service coordinator (internal employee)

Email Template

REQAPPROVE

REQAPR_E

SOURCING

The section discusses the Requisition Canceled workflow.

Description

Information Type	Description
Event Description	A requisition is canceled.
Action Description	Notifies service provider contacts that the requisition has been canceled.
Notification Method	Worklist, email.

Workflow Objects

Information Type	Description
Component	SPF_REQ_LN_STTS
Role	Service provider contact
Email Template	CANCEL

The section discusses the Requisition Filled workflow.

Description

Information Type	Description
Event Description	The service coordinator fills the requisition.
Action Description	Notifies the requester and the service coordinator (if the service coordinator can create work orders) that the position on the requisition was filled. Click to generate a work order so that the service provider can record time and expenses.
Notification Method	Worklist, email.

Workflow Objects

Information Type

Description

Component

SPF_CBID_RSP_COMP

Role

Requester, service coordinator

Service provider contact

Email Template

REQFILLED (requester, service coordinator)

FILLED (service provider contact)

The section discusses the Requisition Reassigned workflow.

Description

Information Type	Description
Event Description	A requisition is reassigned.
Action Description	Notifies an external service coordinator that a requisition has been reassigned to him or her and is ready for sourcing. Notifies an internal service coordinator that a requisition has been reassigned to him or her and is ready for sourcing.
Notification Method	Email.

Information Type

Description

Event Description

A requisition is reassigned.

Action Description

Notifies an external service coordinator that a requisition has been reassigned to him or her and is ready for sourcing.

Notifies an internal service coordinator that a requisition has been reassigned to him or her and is ready for sourcing.

Notification Method

Email.

Workflow Objects

Information Type	Description
Component	SPF_SOURCE_CMP
Role	Service coordinator (external) Service coordinator (internal employee)
Email Template	REASSIGN (service coordinator—external) REASSIGN_E (service coordinator—internal employee)

Information Type

Description

Component

SPF_SOURCE_CMP

Role

Service coordinator (external)

Service coordinator (internal employee)

Email Template

REASSIGN (service coordinator—external)

REASSIGN_E (service coordinator—internal employee)

The section discusses the Respond to Supplier Bid workflow.

Description

Information Type	Description
Event Description	The service coordinator sends a bid response to the service provider contact.
Action Description	Notifies the service provider contact that the service coordinator has responded to a bid.
Notification Method	Worklist, email.

See Configuring the Workflow System.

See Sourcing Requisitions.

Workflow Objects

Information Type	Description
Component	SPF_CLIBID_COMP
Role	Service provider contact
Email Template	C_RESPONSE

The section discusses the Service Provider Registered workflow.

Description

Information Type	Description
Event Description	The service provider is registered.
Action Description	Notifies the administrator that a service provider needs a user profile.
Notification Method	Email.

Workflow Objects

Information Type	Description
Component	SPF_MANAG_REQ_LINE
Role	Administrator
Email Template	REGSRVCPRO

The section discusses the Suggest Supplier Notification workflow.

Description

Information Type	Description
Event Description	The requester creates a requisition with suggested suppliers.
Action Description	Notifies the administrator of suggested suppliers that need to be added to the system.
Notification Method	Email.

Workflow Objects

Information Type	Description
Component	SPF_REQ_LINE
Role	Administrator
Email Template	SUG_VENDOR

The section discusses the Work Order Auto Task Notify workflow.

Description

Information Type	Description
Event Description	A work order is created.
Action Description	Notifies users that work order tasks have been assigned to them.
Notification Method	Email.

Workflow Objects

Information Type	Description
Component	SPF_WORK_ORDER_CMP
Role	Configurable
Email Template	WO_A_TASK

The section discusses the Work Order Canceled workflow.

Description

Information Type	Description
Event Description	A work order is canceled.
Action Description	Notifies the service provider contact that a work order has been canceled.
Notification Method	Email.

Workflow Objects

Information Type

Description

Component

SPF_WORK_ORDER_CMP

Role

Service provider contact

Email Template

WO_CAN_3 (work orders with requisitions)

WO_CAN_2 (work orders without requisitions)

The section discusses the Work Order Created workflow.

Description

Information Type	Description
Event Description	A work order is created.
Action Description	Notifies the service coordinator that a work order has been created.
Notification Method	Email.

Workflow Objects

Information Type	Description
Component	SPF_WORK_ORDER_CMP
Role	Service coordinator
Email Template	WO_CREATE

The section discusses the Work Order Extension workflow.

Description

Information Type	Description
Event Description	The service coordinator or requestor extends a work order.
Action Description	Notifies the service provider that the work order has been extended.
Notification Method	Email.

Workflow Objects

Information Type	Description
Component	SPF_WORK_ORDER_CMP
Role	Service provider
Email Template	WO_EXTEND

The section discusses the Work Order Reassign workflow.

Description

Information Type

Description

Event Description

The service coordinator reassigns a work order.

Action Description

Notifies the originally assigned user that the work order has been reassigned.

Notifies the newly assigned user that the work order has been reassigned.

Notification Method

Email.

Workflow Objects

Information Type

Description

Component

SPF_WORK_ORDER_CMP

Role

Assigned users

Email Template

WO_REASSIG (previously assigned user)

WO_REASSIGN (newly assigned user)

The section discusses the Work Order Release workflow.

Description

Information Type	Description
Event Description	The service coordinator or requester releases a work order.
Action Description	Notifies the service provider or service provider contact that the work order has been released and time or progress can be recorded against the work order.
Notification Method	Email.

Workflow Objects

Information Type	Description
Component	SPF_WORK_ORDER_CMP
Role	Service provider, service provider contact
Email Template	WO_RELEASE

The section discusses the Work Order Task Assigned workflow.

Description

Information Type	Description
Event Description	A work order is closed.
Action Description	Notifies users that off boarding tasks have been assigned to them.
Notification Method	Email.

Workflow Objects

Information Type

Description

Component

SPF_WO_APPR_CMP

SPF_WO_TASK_CHKLST

Role

Assigned user

Email Template

TASK_EM

WO_TASK

The section discusses the Work Order Approved workflow.

Description

Information Type	Description
Event Description	A work order is approved.
Action Description	Notifies the work order requester that the work order was approved.
Notification Method	Email.

Workflow Objects

Information Type	Description
Component	SPF_WORK_ORDER_CMP
Role	Requester
Email Template	WO_APPROVE

The section discusses the Work Order Survey workflow.

Description

Information Type	Description
Event Description	A survey is sent to recipient.
Action Description	Notifies survey recipient that a work order survey is submitted and requires completion.
Notification Method	Worklist, Email.

Workflow Objects

Information Type	Description
Business Process	SPF_WORKORDER_BP
Activity	SPF_WO_SEND_SURVEY
Component	SP_SUR_FILL
Role	Work order creator, requester, service coordinator, service team members, requisition approver, work order approver, progress log approver, time approver, expense approver and invoice approver.
Email Template	WO_SNDSURR WO_SNDSURD

The section discusses the Work Order Survey Canceled workflow.

Description

Information Type	Description
Event Description	A survey is canceled.
Action Description	Notifies survey recipient that a work order survey is canceled.
Notification Method	Email

Workflow Objects

Information Type	Description
Business Process	SPF_WORKORDER_BP
Activity	SPF_WO_CANC_SUR_EM
Component	SPF_WORK_ORDER_CMP
Role	Work order creator, requester, service coordinator, service team members, requisition approver, work order approver, progress log approver, time approver, expense approver and invoice approver.
Email Template	WO_CNLSUR

The section discusses the Work Order Threshold Alerts workflow.

Description

Information Type	Description
Event Description	A work order reaches a specific pre-defined consumption or target date threshold.
Action Description	Notifies all work order threshold distribution list users that the work order consumption percentage has reached the target percentage. Also sends a notification to users a number of days before and after a specific event occurs.
Notification Method	Worklist, email.

Workflow Objects

Information Type	Description
Business Process	SPF_WORKORDER_BP
Activity	SPF_WO_ALERT_BY_DT, SPF_WO_ALERT_BY PER
Component	SPF_WORK_ORDER_CMP
Role	Work order creator, requester, service coordinator, service team members, requisition approver, work order approver, progress log approver, time approver, expense approver and invoice approver.
Email Template	Uses message catalog text, no template used.