Delivered Workflows for Receivables
This appendix discusses delivered workflows for Receivables.
See Also
Managing Credit, Collections, and Exceptions
Enterprise PeopleTools PeopleBook: PeopleSoft Workflow Technology
Enterprise PeopleTools PeopleBook: Using PeopleSoft Applications
Delivered Workflows for Receivables
This section discusses Receivables workflows. The workflows are listed alphabetically by workflow name.
Action NotificationThis section discusses the Action Notification workflow.
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 email 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
|
Approval Rule Set |
None |
|
Business Process |
Collect Receivables |
|
Activity |
Actions |
|
Role |
None |
New Debits or CreditsThis section discusses the New Debits or Credits workflow.
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 email notification to the workflow user for the customer and places an item on the user's worklist. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Collect Receivables |
|
Activity |
New Debit Credit |
|
Role |
None |
Payment Predictor On Account FlagThis section discusses the Payment Predictor On Account Flag workflow.
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 email notification to the workflow user for the customer and places an item on the user's worklist. |
|
Notification Method |
Email and Worklist |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Collect Receivables |
|
Activity |
PP on Account |
|
Role |
None |