Delivered Workflows for PeopleSoft Services Procurement
This section discusses PeopleSoft Services Procurement workflows. The workflows are listed alphabetically by workflow name.
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. |
Workflow Objects
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Notifies the service coordinator and requester, when needed, that the bid has been withdrawn.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. |
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 |
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. |
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). |
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. |
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 |
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. |
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) |
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. |
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 |
|
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. |