Delivered Workflows for PeopleSoft Purchasing
This section discusses PeopleSoft Purchasing workflows. The workflows are listed alphabetically by workflow name.
This section discusses the Bank Statement Arrived workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A bank statement arrived. |
|
Action Description |
Notifies appropriate users that a procurement card statement has arrived and is ready for reconciliation. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
Procurement Card Approval |
|
Business Process |
PROCARD_BANK_SMENT_ARRIVED |
|
Activity |
Bank Statement Arrived |
|
Role |
Employee |
This section discusses the Contract Alert workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A contract expires. |
|
Action Description |
Notifies the buyer when a contract expired or reached the maximum monetary amount. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
Contract Expire Alert |
|
Business Process |
CONTRACT_EXPIRY_ALERT |
|
Activity |
CONTRACT_EXPIRY_ALERT |
|
Role |
Buyer |
This section discusses the Online Purchase Order Acknowledgement Notifications workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
PO Acknowledgements incoming from the supplier that need approval. |
|
Action Description |
Alerts the buyer tied to the purchase order, when an acknowledgement comes in from the supplier (via EDX or online) that needs their approval. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
N/A Note: Uses the buyer tied to the PO (purchase order). |
|
Business Process |
PO_ACKNOWLEDGEMENT |
|
Activity |
PO_ACKNOWLEDGEMENT (POA Approvals - Realtime EDX flow. Supplier POA Resp - Realtime Online flow) |
|
Role |
Uses the buyer tied to the purchase order. |
This section discusses the Procurement Card Grace Period Expired workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A procurement card grace period expires. |
|
Action Description |
Notifies appropriate users that the reconciliation of a procurement card bank statement was not finished within a preset time frame. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
Procurement Card Grace Period Expire Alert |
|
Business Process |
PROCARD_GRACE_PERIOD_EXPIRED |
|
Activity |
ProCard Grace Period Expired |
|
Role |
Employee |
This section discusses the Purchase Order Acknowledgement Alert workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Late PO Acknowledgements |
|
Action Description |
Notifies the buyers tied to purchase orders marked as acknowledgements required, that have not received PO Acknowledgements within specified ranges defined in the Purchasing Business Options or within the supplier's definition. (Two types are after X days of purchase order dispatch and within X days of shipment) |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
N/A Note: Uses the buyer tied to the purchase order that hasn't received the acknowledgement. |
|
Business Process |
PO_POA_ALERTS |
|
Activity |
PO_POA_ALERTS |
|
Role |
Uses the buyer tied to the purchase order. |
This section discusses the Purchase Order Approval - ChartField Approval workflow. This workflow indicates that further approval is required from the supervisor.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Further approval is required. |
|
Action Description |
Notifies approver when a purchase order needs approval. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
PO ChartField Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO ChartFields |
|
Role |
Supervisor |
This section discusses the Purchase Order Approval - ChartField Approval workflow. This workflow indicates that further ChartField approval is required from the previous reviewer.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Recycle ChartField. |
|
Action Description |
Notifies previous reviewer when a purchase order needs further review. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
PO ChartField Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO ChartFields |
|
Role |
Previous reviewer |
This section discusses the Purchase Order Approval - ChartField Approval workflow. This workflow indicates that the ChartField is denied.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Deny ChartField. |
|
Action Description |
Notifies buyer that the purchase order has been denied. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
PO ChartField Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO ChartFields |
|
Role |
Buyer |
This section discusses the Purchase Order Approval - Amount Approval workflow. This workflow indicates that further approval is required from the supervisor.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Further approval required. |
|
Action Description |
Notifies approver when a purchase order needs approval. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
PO Amount Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO amount. |
|
Role |
Supervisor |
This section discusses the Purchase Order Approval - Amount Approval workflow. This workflow indicates that further approval is required from the previous reviewer.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Recycle amount. |
|
Action Description |
Notifies previous reviewer when a purchase order needs further review. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
PO Amount Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO Amount |
|
Role |
Previous reviewer |
This section discusses the Purchase Order Approval - Amount Approval workflow. This workflow indicates that the purchase order amount was denied.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Deny amount. |
|
Action Description |
Notifies buyer that the purchase order has been denied. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
PO Amount Approval |
|
Business Process |
Purchase Order Approvals |
|
Activity |
Review PO Amount |
|
Role |
Buyer |
This section discusses the Purchase Order Canceled workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A purchase order associated with a requisition is canceled. |
|
Action Description |
Notifies the requester when the purchase order for the requisition has been canceled. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
N/A |
|
Business Process |
PO_CANCELED |
|
Activity |
PO Canceled |
|
Role |
Requester |
This section discusses the rebate manager notification workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A claim associated with a vendor rebate agreement is generated. |
|
Action Description |
Notifies the rebate manager when the claim for the rebate agreement has been generated. |
|
Notification Method |
Email and worklist. |
Workflow Objects
This notification uses the PeopleSoft Errors, Warnings, and Notifications (EWN) architecture.
This section discusses the rebate manager notification workflow for receipt quantity changes affecting a rebate.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A receipt associated with a vendor rebate agreement that has accruals already included on a claim is changed. |
|
Action Description |
Notifies the rebate manager when the receipt associated with a vendor rebate agreement that has accruals already included on a claim has been changed. |
|
Notification Method |
Email and worklist |
Workflow Objects
This notification uses the PeopleSoft Errors, Warnings, and Notifications (EWN) architecture.
This section discusses the RFQ Notification workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A requisition line requires an RFQ. |
|
Action Description |
Notifies the buyer when a requisition line requires an RFQ. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
RFQ Notification Alert |
|
Business Process |
RFQ_NOTIFICATION |
|
Activity |
REQ Notification |
|
Role |
Buyer |
This section discusses the Requisition Approval - ChartField Approval workflow. This workflow indicates that further ChartField approval is required from the supervisor.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Further approval is required. |
|
Action Description |
Notifies approver when a requisition needs approval. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
Req ChartField Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Req ChartField Approval |
|
Role |
Supervisor |
This section discusses the Requisition Approval - ChartField Approval workflow. This workflow indicates that further ChartField approval is required from the previous reviewer.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Recycle Req ChartFields. |
|
Action Description |
Notifies previous reviewer when a requisition needs further review. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
Req ChartField Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Req ChartField Approval |
|
Role |
Previous reviewer |
This section discusses the Requisition Approval - ChartField Approval workflow. This workflow indicates that the ChartField is denied.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Deny ChartField. |
|
Action Description |
Notifies requester that the requisition has been denied. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
Req ChartField Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Req ChartField Approval |
|
Role |
Requester |
This section discusses the Requisition Approval - Amount Approval workflow. This workflow indicates that further amount approval is required from the supervisor.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Further approval is required. |
|
Action Description |
Notifies approver when a requisition needs approval. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
Req Amount Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Amount Approval |
|
Role |
Supervisor |
This section discusses the Requisition Approval - Amount Approval workflow. This workflow indicates that further amount approval is required from the previous reviewer.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Recycle Req Amount. |
|
Action Description |
Notifies previous reviewer when a requisition needs further review. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
Req Amount Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Amount Approval |
|
Role |
Previous reviewer |
This section discusses the Requisition Approval - Amount Approval workflow. This workflow indicates that the requisition amount was denied.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
Deny Req Amount. |
|
Action Description |
Notifies requester that the requisition has been denied. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
Req Amount Approval |
|
Business Process |
Requisition Approvals |
|
Activity |
Amount Approval |
|
Role |
Requester |
This section discusses the settlement manager notification workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
A claim associated with a vendor rebate agreement is settled. |
|
Action Description |
Notifies the settlement manager when the claim for the rebate agreement has been settled. |
|
Notification Method |
Email and worklist. |
Workflow Objects
This notification uses the PeopleSoft Errors, Warnings, and Notifications (EWN) architecture.