Delivered Workflows for PeopleSoft Strategic Sourcing
This section discusses PeopleSoft Strategic Sourcing workflow. The workflows are listed alphabetically by workflow name.
The section discusses the Analysis Collaboration workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Notifies collaborators that an event is ready for them to enter their input on the analysis pages. |
|
Action Description |
Notifies collaborators that they have been invited to provide analysis input. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Collaborator |
|
Template |
Sourcing Analysis Collab |
This section discusses the Approval Notification Updates sourcing plan notification.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Notifies selected users when a plan is approved or denied. |
|
Action Description |
A plan is approved or denied. |
|
Notification Method |
|
This section discusses the Approval Notification Updates sourcing plan notification.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Notifies selected users when a plan is approved or denied. |
|
Action Description |
A plan is approved or denied. |
|
Notification Method |
|
This section discusses the Approval Required sourcing plan notification.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Notifies approver that a plan requires approval. |
|
Action Description |
Sourcing plan is routed for approval. |
|
Notification Method |
Email and worklist |
The section discusses the Approver Notice workflow for bidder registration approval.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A bidder registers and registration approval is activated. |
|
Action Description |
Notifies bidder registration approver to review and approve a bidder's registration application. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder registration approver |
|
Template |
Sourcing Approval |
This section discusses the Auction Bid Price Alert notification.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Bidder has a proxy bid and is the winning bidder, but the bidder's current bid price changes due to another bid that was posted on the line. |
|
Action Description |
Indicates that the bidder's current price has changed. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Sourcing Proxy Outbid |
The section discusses the Bid Cancellation workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Bidder cancels bid. |
|
Action Description |
Confirms to a bidder that he has canceled his bid. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Bid Cancellation |
The section discusses the Bid Notification workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A bidder creates an event response and submits the bid. |
|
Action Description |
Notifies a bidder that he has successfully posted a bid. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Bid Notification |
The section discusses the Bid Rejection workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator changes the Award Status to rejected on the Analyze pages. |
|
Action Description |
Notifies a bidder that his bid is no longer being considered for award. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Bid Rejection |
This section discusses the Cancellation of Plan sourcing plan notification.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Notifies selected users when a sourcing plan is canceled. |
|
Action Description |
User selects to cancel a sourcing plan. |
|
Notification Method |
|
This section discusses the Change of Overall Plan Status sourcing plan notification.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The overall event status changes for the sourcing plan, for example, from On Track to At Risk. |
|
Action Description |
The event creator changes the overall event status for the sourcing plan. |
|
Notification Method |
|
This section discusses the Change of Overall Step Status sourcing plan notification.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The overall step status changes. |
|
Action Description |
The event creator changes the overall step status for the sourcing plan. |
|
Notification Method |
|
This section discusses the Collaboration Completion workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The collaboration due date passes or all invited collaborators have provided their input. |
|
Action Description |
Notifies the event creator that the collaboration has ended either because the collaboration due date has passed or all invited collaborators have provided the necessary input. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Event Creator |
|
Template |
Collaboration Completion |
This section discusses the Collaboration Notice workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Collaborators are added to an event and the event is routed. |
|
Action Description |
Notifies collaborators that they have been invited to collaborate on an event |
|
Notification Method |
Email and worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Collaborator |
|
Template |
Collaboration Notice |
This section discusses the Collaboration Removal workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A collaborator is removed from the Invite Collaborators page. |
|
Action Description |
Notifies a collaborator that his participation in the collaboration is no longer required. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Collaborator |
|
Template |
Collaborator Removal |
This section discusses the Disallowed Bid Email workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
On the Invite Bidders page, select Delete to remove a bidder from an event. |
|
Action Description |
Notifies a bidder that his bid was disallowed and therefore is canceled. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Bid Disallow |
This section discusses the Duplicate Entity Contact Info workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A registrant enters the same information as an existing company, and requests a summary of the individual company and its duplicate information. |
|
Action Description |
Notification email sent to registrants who enter information that coincides with an existing company. The email contains company name, duplicate information, and company contact information. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Sourcing Duplicate Information |
This section discusses the Event Analysis Export Email workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
In the Analyze Events component, select Analyze Export from the Go To menu. Click the Create Analysis Export button after filling out the email address. |
|
Action Description |
Sends an XML version of the bid analysis to selected users. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Event Analysis Export |
This section discusses the Event Approval workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event status on the Approval page changes to Posted if the event is approved, |
|
Action Description |
Depending on the configured rules, the workflow sends an email and worklist entry to the role defined in the Approval Rules Setup component. |
|
Notification Method |
Email and worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Configurable |
|
Template |
Sourcing Event Approval |
This section discusses the Event Cancellation workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator cancels a posted event. |
|
Action Description |
Notifies invited bidders that a posted event has been canceled. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Event Cancellation |
This section discusses the Event Edited workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator creates a new version of a posted event. |
|
Action Description |
Notifies bidders that a previously posted event has been edited. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Event Edited |
This section discusses the Event Extension workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator extends the end date on an event. |
|
Action Description |
Notifies invited bidders that the event end date has been extended |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Event Extension |
This section discusses the Event Interest Invitation workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Bidders indicate the types of public events to which they'd like to be invited, and the event creator creates a public event |
|
Action Description |
Notifies noninvited bidders that a public event was posted in which they may be interested based on their self-categorization preferences. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Event Interest |
This section discusses the Event Invitation workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator posts an event and invites bidders. |
|
Action Description |
Notifies invited bidders that they have been invited to participate in a sourcing event. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Event Invitation |
This section discusses the Event Lot Update workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator updates event lot dates. |
|
Action Description |
Notifies bidders that associated event lot dates have been updated. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Event Lot Update |
This section discusses the MCF Agent Creation Notification workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
An event queue has been created for an event, and the event creator has been created as a MultiChannel Framework agent. |
|
Action Description |
Notifies the event creator that he has been created as a MultiChannel Framework agent, which enables internal users to chat real-time with bidders using the MultiChannel Framework. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Event Creator |
|
Template |
MCF Agent Creation |
This section discusses the New Contact Added workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A bidder adds a new contact in the Maintain Bidder pages. |
|
Action Description |
Confirms to the bidder that a new contact has been added. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Sourcing New Contact |
This section discusses the Non-Winning Bidder workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator changes the Award Status for the bidder to rejected on the Analyze pages. |
|
Action Description |
Notifies nonawarded bidders that they were not selected for award. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Sourcing New Contact |
This section discusses the Outbid Notice workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A bidder submits a better bid than other bidders. |
|
Action Description |
Notifies a bidder that he has been outbid on one or more sourcing event lines. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Outbid Notice |
This section discusses the Pause Notification workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator pauses a posted event. |
|
Action Description |
Notifies invited bidders that an auction event has been paused. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Pause Notification |
This section discusses the Predecessor Task Completion sourcing plan notification.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A predecessor task is completed. |
|
Action Description |
Notifies selected users that all predecessor tasks associated with a sourcing plan have been completed. |
|
Notification Method |
|
This section discusses the Reassignment of Tasks (previously assigned to) sourcing plan notification.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Previously assigned tasks are reassigned. |
|
Action Description |
Notifies previously assigned to users that their tasks have been reassigned. |
|
Notification Method |
|
This section discusses the Reassignment of Tasks (newly assigned to) sourcing plan notification.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Previously assigned tasks are reassigned to different users. |
|
Action Description |
Notifies selected users that previously assigned tasks have been reassigned. |
|
Notification Method |
|
This section discusses the Registration Approval workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The registration approver approves a bidder. |
|
Action Description |
Notifies the bidder that their registration request was approved, or notifies the registration approver that a bidder registration has been submitted for review. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Sourcing Approved |
This section discusses the Registration Denial workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The registration approver denies a bidder. |
|
Action Description |
Notifies the bidder that their registration request was denied. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Sourcing Denied |
This section discusses the Resume Notification workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator resumes a paused posted event. |
|
Action Description |
Notifies invited bidders that a paused auction event has been resumed. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Resume Notification |
This section discusses the RFI Event Invitation - Edited workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator creates a new version of a posted RFI event. |
|
Action Description |
Notifies bidders that a posted RFI event has been edited. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
RFI Event Edited |
This section discusses the RFI Invitation workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator posts an RFI event and invites bidders. |
|
Action Description |
Notifies bidders that they have been invited to a Request for Information (RFI) event. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
RFI Invitation |
This section discusses the Task Assignment sourcing plan notification.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A sourcing plan is posted. |
|
Action Description |
Notifies specific users that they have assigned tasks associated with sourcing plans. |
|
Notification Method |
|
This section discusses the Winning Bidder workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator changes the Award Status to Awarded on the Analyze pages. |
|
Action Description |
Notifies awarded bidders that they were selected for award. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Winning Bidder |
This section discusses the Winning Bid Update workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Notifies a bidder that a bid is canceled (disallowed), and as a result they are now once again the winning bidder. |
|
Action Description |
Indicates that the bidder's is now again the winning bidder because a winning bid was canceled. |
|
Notification Method |
Email. |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Sourcing New Winner |
This section discusses the Withdrawal Notification workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The event creator counters an offer, and the bidder withdraws his bid. |
|
Action Description |
Confirms to a bidder that he has withdrawn from one or more event lines on a countered offer. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Role |
Bidder |
|
Template |
Withdrawal Notification |
See PeopleTools: Workflow Technology
and PeopleTools: Applications User's Guide