Scheduling Workflow Processes in PeopleSoft Billing
This topic discusses how to scheduling workflow processes in PeopleSoft Billing.
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Page Name |
Definition Name |
Usage |
|---|---|---|
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RUN_BI_WF |
Run workflow processes in PeopleSoft Billing or set up schedules to have Process Scheduler run them automatically. |
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RTE_CNTL_PROFILE |
Define the business units about which you want to be notified. |
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BI_WF_OPTIONS |
Designate parameter values for batch processes. |
Use the Billing Workflow page (RUN_BI_WF) to run workflow processes in PeopleSoft Billing or set up schedules to have Process Scheduler run them automatically.
Navigation:
From here, you can process workflow for the:
Pending Interface Transactions: If this option is selected, then a worklist will be created for any Billing Interface transactions that are a certain number of days old. The number of days determined by the number of days set up on the Workflow Batch Parameters page. Users defined as a Billing Interface Reviewer on the Role User Maintenance page will receive the worklist.
Pending Credit Card Transactions: If this option is selected, then a worklist will be created for any Credit Card transactions that have not been processed within a certain number of days. The number of days is determined by the number of days set up on the Workflow Batch Parameters page. Users defined as a PeopleSoft Billing Administrator on the Role User Maintenance page will receive the worklist.
Inactive Bills process: If this option is selected, then a worklist will be created for any invoices that have not yet been finalized within a certain number of days. The number of days is determined by the number of days set up on the Workflow Batch Parameters page. Users defined as a Billing Inactive PeopleSoft Bills Reviewer on the Role User Maintenance page will receive the worklist.
Inactive Consolidated Bills: If this option is selected, then a worklist will be created for any consolidated invoices that have not yet been finalized within a certain number of days. The number of days is determined by the number of days set up on the Workflow Batch Parameters page. Users defined as a PeopleSoft Billing Inactive Bills Reviewer on the Role User Maintenance page will receive the worklist.
Use the Route Control Profile page (RTE_CNTL_PROFILE) to define the business units about which you want to be notified.
Navigation:
Note: You must populate the ADD_DTTM field on the interface table for the Pending Interface Transactions process to find any pending interface items. The BI_WORKFLOW process uses this field to determine the age of the interface transactions.
Field or Control |
Description |
|---|---|
Run |
Click to access the Process Scheduler, which lists the workflow process. You can run a workflow process immediately by selecting a process and clicking OK. You can also configure the Process Scheduler to schedule the workflow database agent to run regularly (weekly, monthly, and so on) by entering a server name, recurrence, time zone, run date, and run time, and then clicking OK. |