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

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