Return to Vendor Exchange Notification Workflow

The Return to Vendor (RTV) Exchange workflow process (PV_RTV_EXCHANGE) delivered with PeopleSoft eProcurement lets goods be returned to suppliers and exchanged for other items. The RTV process ensures that an exchange is completed properly by notifying the buyer that it has been entered.

Note:

No setup is needed for the PeopleSoft eProcurement RTV Exchange workflow process.

When using Return to Vendor Exchange Workflow to notify buyers:

  1. A requester who wants to exchange an item completes an RTV and selects Exchange.

  2. When the RTV is saved, a workflow event triggers the PV_RTV_EXCHANGE business process. (This event is only triggered if the RTV action is Exchange.)

  3. PeopleSoft Workflow retrieves the purchase order business unit, purchase order ID, and buyer ID from the RTV

  4. PeopleSoft Workflow inserts a Worklist item in the buyer's To Do List.

  5. The buyer selects the Worklist entry, opening the PO.

  6. The buyer can make modifications or add another PO to record the exchange.

See the product documentation for

PeopleTools: Workflow Technology