Setting Up Notification in PeopleTools Workflow Technology

In addition to requisition and PO approvals, you can use PeopleTools Workflow Technology to automate requester and buyer notification processes for requisitions and purchase orders. These notifications let the requesters and buyers know about the statuses of requisitions and purchase orders at key points in the purchasing business process.

Other processes in PeopleSoft Purchasing that use workflow notification include procurement card, RFQ, and contract processes. These notifications alert users about situations that they need to address. You can also receive notifications when the matching process fails.

You enable PeopleTools Workflow Technology notifications using PeopleSoft Application Designer by setting the status for each business event to active in the selected workflow business processes. This table lists workflow notification events that you can use in PeopleSoft Purchasing:

Workflow Notification Event	Workflow Notification Type	Business Process Name
Notify the requester when a requisition line is sourced to a purchase order line through the Create PO process.	Email	REQ_SOURCED Note: You must run this workflow manually from an online page. See Issuing Requisition Sourcing Workflow Notifications.
Notify the requester when the purchase order for the requisition is canceled.	Email	PO_CANCELED Note: You must run this workflow manually from an online page. See Issuing Purchase Order Cancellation Workflow Notifications.
Notify appropriate users that a procurement card statement has arrived and is ready for reconciliation.	Email	PROCARD_BANK_SMENT_ARRIVED
Notify appropriate users that the reconciliation of a procurement card bank statement was not finished within the preset time frame.	Email	PROCARD_GRACE_PERIOD_EXPIRED
Notify the buyer when a requisition line requires an RFQ.	Worklist	RFQ_NOTIFICATION
Notify the buyer when a contract expires or reaches the maximum monetary amount. Also, notify the buyer when a contract is nearing its renewal date.	Worklist	CONTRACT_EXPIRY_ALERT Note: You must run this workflow manually from an online page. See Issuing Contract Expiration and Exceeding Maximum Workflow Notifications.
Notify the buyer when a POA is received that requires approval by the buyer before being processed. (POA can be either an EDX or Online POA.)	Worklist	PO_ACKNOWLEDGEMENT Note: Within the activity tied to this business process, the EDI PO Acknowledgement and the Online PO Acknowledgement worklist definitions are the ones being used for this realtime notification.

See the product documentation for PeopleTools: Application Designer Developer's Guide