Contents

• Title and Copyright Information
• Get Help

1 About This Guide

• About This Guide

2 Scheduled Processes

• What are scheduled processes?
• Process Sets
• Submit Process
  • Submit Scheduled Processes and Process Sets
  • Examples of Process Options
  • Example of Process Details for a Process Set
• Manage Processes and View Output
  • Statuses of Scheduled Processes
  • View Status and Other Details for Scheduled Processes
  • Cancel or Make Changes to Scheduled Processes
  • Resolve Blocked or Incompatible Processes
  • View Output from Scheduled Processes
  • Resubmit Scheduled Processes and Process Sets
• FAQ for Scheduled Processes
  • What do I do if I can't find scheduled processes that were already submitted?
  • Which role gives me access to the Scheduled Processes work area?
  • Why can't I see Scheduled Processes in the Navigator or home page?
  • Why can't I find the scheduled process that I need to run?
  • What's the maximum number of scheduled processes that can run at the same time?
  • What do I get if I view scheduled processes in a hierarchy?
  • How do I cancel or make changes to scheduled processes that are submitted to run on a recurring schedule?
  • Why can't I force cancel a scheduled process?
  • How can I export search results for scheduled processes to a spreadsheet?
  • Why doesn’t the time zone for a submitted process match the time zone I used to submit or search for the process?
  • Why don’t notifications reflect my language or time zone?
  • Can I get notified every time a process within a process set ends?
  • What happens to processes scheduled by a user who is no longer here?
• Where to Find Information About Common Scheduled Processes

3 Self Service Procurement Scheduled Processes

• Import Requisitions
• Update Preparer and Requester

4 Supplier Model Scheduled Processes

• Import Suppliers
• Import Supplier Addresses
• Import Supplier Contacts
• Import Supplier Sites
• Import Supplier Site Assignments
• Import Supplier Business Classifications
• Import Supplier Products and Services Categories
• Import Supplier Attachments
• Inactivate Suppliers
• Trigger Supplier Business Classifications Notification

5 Supplier Qualification Management Scheduled Processes

• Requalify Supplier Qualifications
• Perform Automated Tasks for Supplier Qualifications

6 Spend Classification Scheduled Processes

• Import Purchasing Categories into Spend Classification
• Start Spend Classification
• Submit Spend Classification

7 Purchasing Scheduled Processes

• Import Orders
• Import Blanket Agreements
• Import Contract Agreements
• Generate Orders
• Initiate Retroactive Price Update
• Communicate Purchasing Document
• Reassign Purchasing Document
• Generate Approved Supplier List Entries
• Purge Processed Open Interface Documents
• Refresh Document Signature Status
• Purge Recent Activity Records
• Generate BI Publisher Diagnostics Report for Purchasing
• Configure Basic Enterprise Structure for Procurement
• Re-Create Keyword Search
• Maintain Procurement Keyword Search Index
• Recalculate Released Amount on Purchasing Agreements
• Import External Purchase Prices
• Import Purchase Agreements from External Purchase Prices
• Update Item and Category for External Purchase Price Lines
• Update BU Access for Purchase Agreements Created from External Purchase Prices
• Mass Replacement of Items and Supply Sources
• Update Maximum Change Order Sequence Number for Purchasing Documents

8 Sourcing Scheduled Processes

• Import Negotiation Lines
• Export Award Lines
• Import Award Lines
• Import Response Lines
• Export Response Lines
• Award Supplier Response
• Create Amendment
• Create New Round
• Disqualify Supplier Response
• Generate Response Document
• Generate Negotiation Document
• Invite Additional Suppliers
• Notify Award Decision
• Publish Negotiation
• Purge Negotiation Interface Records
• Submit for Award Approval
• Submit for Negotiation Approval
• Submit Response
• Validate Response
• Validate Negotiation
• Create Purchasing Documents
• Submit Purchasing Documents
• Reopen Completed Award
• Cancel Negotiation
• Delete Draft Negotiation
• Cancel Purchasing Document Creation