Delivered Workflows for PeopleSoft Receivables
This topic discusses PeopleSoft Receivables workflows. The workflows are listed alphabetically by workflow name.
This section discusses the Action Notification workflow.
Description
Information Type |
Description |
---|---|
Event Description |
One of these events occurs to trigger Action Notification: You create a new action and assign it to an action owner on the Item Action page. The Condition Monitor Application Engine process (AR_CNDMON) creates a new action and assigns it to an action owner. You reassign an action to a new action owner on the Reassign Action page. The Condition Monitor process determines that the notification date for a supervisor, action owner, or receivables specialist has reached a specified number of days before or after the action due date. |
Action Description |
The system sends an e-mail notification to the action owner that contains links to the Action page and the Owner Action List page. The system also places an item on the action owner's worklist. |
Notification Method |
Email and Worklist |
Workflow Objects
Information Type |
Description |
---|---|
Approval Rule Set |
None |
Business Process |
Collect Receivables |
Activity |
Actions |
Role |
None |
This section discusses the New Debits or Credits workflow.
Description
Information Type |
Description |
---|---|
Event Description |
An item for a customer is closed, rather than written off, by the creation of a new debit or credit item. |
Action Description |
The system sends an e-mail notification to the workflow user for the customer and places an item on the user's worklist. |
Notification Method |
Email and Worklist |
Workflow Objects
Information Type |
Description |
---|---|
Approval Rule Set |
None |
Business Process |
Collect Receivables |
Activity |
New Debit Credit |
Role |
None |
This section discusses the Payment Predictor On Account Flag workflow.
Description
Information Type |
Description |
---|---|
Event Description |
The Payment Predictor Application Engine process (ARPREDCT) applies a payment to a new on-account item and generates a payment worksheet. |
Action Description |
The system sends an e-mail notification to the workflow user for the customer and places an item on the user's worklist. |
Notification Method |
Email and Worklist |
Workflow Objects
Information Type |
Description |
---|---|
Approval Rule Set |
None |
Business Process |
Collect Receivables |
Activity |
PP on Account |
Role |
None |