Delivered Workflows for PeopleSoft Enterprise Purchasing

Appendix: Delivered Workflows for PeopleSoft Enterprise Purchasing

This appendix discusses delivered workflows for PeopleSoft Enterprise Purchasing.

Delivered Workflows for PeopleSoft Enterprise Purchasing

This section discusses PeopleSoft Enterprise Purchasing workflows. The workflows are listed alphabetically by workflow name.

Bank Statement Arrived

This section discusses the Bank Statement Arrived workflow.

Description

Event Description	A bank statement arrived.
Action Description	Notifies appropriate users that a procurement card statement has arrived and is ready for reconciliation.
Notification Method	Email

Workflow Objects

Approval Rule Set	Procurement Card Approval
Business Process	PROCARD_BANK_SMENT_ARRIVED
Activity	Bank Statement Arrived
Role	Employee

Contract Expiration Alert

This section discusses the Contract Alert workflow.

Description

Event Description	A contract expires.
Action Description	Notifies the buyer when a contract expired or reached the maximum monetary amount.
Notification Method	Worklist

Workflow Objects

Approval Rule Set	Contract Expire Alert
Business Process	CONTRACT_EXPIRY_ALERT
Activity	CONTRACT_EXPIRY_ALERT
Role	Buyer

Online Purchase Order Acknowledgement Notifications

This section discusses the Online Purchase Order Acknowledgement Notifications workflow.

Description

Event Description	PO Acknowledgements incoming from the supplier that need approval.
Action Description	Alerts the buyer tied to the purchase order, when an acknowledgement comes in from the supplier (via EDX or online) that needs their approval.
Notification Method	Worklist

Workflow Objects

Approval Rule Set	N/A Note. Uses the buyer tied to the PO (purchase order).
Business Process	PO_ACKNOWLEDGEMENT
Activity	PO_ACKNOWLEDGEMENT (POA Approvals - Realtime EDX flow. Supplier POA Resp - Realtime Online flow)
Role	Uses the buyer tied to the purchase order.

Procurement Card Grace Period Expired

This section discusses the Procurement Card Grace Period Expired workflow.

Description

Event Description	A procurement card grace period expires.
Action Description	Notifies appropriate users that the reconciliation of a procurement card bank statement was not finished within a preset time frame.
Notification Method	Email

Workflow Objects

Approval Rule Set	Procurement Card Grace Period Expire Alert
Business Process	PROCARD_GRACE_PERIOD_EXPIRED
Activity	ProCard Grace Period Expired
Role	Employee

Purchase Order Acknowledgement Alert Notification

This section discusses the Purchase Order Acknowledgement Alert workflow.

Description

Event Description	Late PO Acknowledgements
Action Description	Notifies the buyers tied to purchase orders marked as acknowledgements required, that have not received PO Acknowledgements within specified ranges defined in the Purchasing Business Options or within the vendor's definition. (Two types are after X days of purchase order dispatch and within X days of shipment)
Notification Method	Worklist

Workflow Objects

Approval Rule Set	N/A Note. Uses the buyer tied to the purchase order that hasn't received the acknowledgement.
Business Process	PO_POA_ALERTS
Activity	PO_POA_ALERTS
Role	Uses the buyer tied to the purchase order.

Purchase Order Approval - ChartField Approval, Supervisor

This section discusses the Purchase Order Approval - ChartField Approval workflow. This workflow indicates that further approval is required from the supervisor.

Description

Event Description	Further approval is required.
Action Description	Notifies approver when a purchase order needs approval.
Notification Method	Worklist

Workflow Objects

Approval Rule Set	PO ChartField Approval
Business Process	Purchase Order Approvals
Activity	Review PO ChartFields
Role	Supervisor

Purchase Order Approval - ChartField Approval, Reviewer

This section discusses the Purchase Order Approval - ChartField Approval workflow. This workflow indicates that further ChartField approval is required from the previous reviewer.

Description

Event Description	Recycle ChartField.
Action Description	Notifies previous reviewer when a purchase order needs further review.
Notification Method	Worklist

Workflow Objects

Approval Rule Set	PO ChartField Approval
Business Process	Purchase Order Approvals
Activity	Review PO ChartFields
Role	Previous reviewer

Purchase Order Approval - ChartField Approval, Denied

This section discusses the Purchase Order Approval - ChartField Approval workflow. This workflow indicates that the ChartField is denied.

Description

Event Description	Deny ChartField.
Action Description	Notifies buyer that the purchase order has been denied.
Notification Method	Email and Worklist

Workflow Objects

Approval Rule Set	PO ChartField Approval
Business Process	Purchase Order Approvals
Activity	Review PO ChartFields
Role	Buyer

Purchase Order Approval - Amount Approval, Supervisor

This section discusses the Purchase Order Approval - Amount Approval workflow. This workflow indicates that further approval is required from the supervisor.

Description

Event Description	Further approval required.
Action Description	Notifies approver when a purchase order needs approval.
Notification Method	Worklist

Workflow Objects

Approval Rule Set	PO Amount Approval
Business Process	Purchase Order Approvals
Activity	Review PO amount.
Role	Supervisor

Purchase Order Approval - Amount Approval, Reviewer

This section discusses the Purchase Order Approval - Amount Approval workflow. This workflow indicates that further approval is required from the previous reviewer.

Description

Event Description	Recycle amount.
Action Description	Notifies previous reviewer when a purchase order needs further review.
Notification Method	Worklist

Workflow Objects

Approval Rule Set	PO Amount Approval
Business Process	Purchase Order Approvals
Activity	Review PO Amount
Role	Previous reviewer

Purchase Order Approval - Amount Approval, Denied

This section discusses the Purchase Order Approval - Amount Approval workflow. This workflow indicates that the purchase order amount was denied.

Description

Event Description	Deny amount.
Action Description	Notifies buyer that the purchase order has been denied.
Notification Method	Email and Worklist

Workflow Objects

Approval Rule Set	PO Amount Approval
Business Process	Purchase Order Approvals
Activity	Review PO Amount
Role	Buyer

Purchase Order Canceled

This section discusses the Purchase Order Canceled workflow.

Description

Event Description	A purchase order associated with a requisition is canceled.
Action Description	Notifies the requester when the purchase order for the requisition has been canceled.
Notification Method	Email

Workflow Objects

Approval Rule Set	Purchase Order Cancel Alert
Business Process	PO_CANCELED
Activity	PO Canceled
Role	Requester

Rebate Manager Notification

This section discusses the rebate manager notification workflow.

Description

Event Description	A claim associated with a vendor rebate agreement is generated.
Action Description	Notifies the rebate manager when the claim for the rebate agreement has been generated.
Notification Method	Email and worklist.

Workflow Objects

This notification uses the PeopleSoft Errors, Warnings, and Notifications (EWN) architecture.

See Setting Up and Using the Message Dashboard.

Receipt Quantity Change Notification

This section discusses the rebate manager notification workflow for receipt quantity changes affecting a rebate.

Description

Event Description	A receipt associated with a vendor rebate agreement that has accruals already included on a claim is changed.
Action Description	Notifies the rebate manager when the receipt associated with a vendor rebate agreement that has accruals already included on a claim has been changed.
Notification Method	Email and worklist

Workflow Objects

This notification uses the PeopleSoft Errors, Warnings, and Notifications (EWN) architecture.

See Setting Up and Using the Message Dashboard.

Requisition Sourced

This section discusses the Requisition Sourced workflow.

Description

Event Description	A requisition was sourced through the Create PO process.
Action Description	Notifies the requester when a requisition line has been sourced to a purchase order line through the Create PO process.
Notification Method	Email

Workflow Objects

Approval Rule Set	Requisition Source Alert
Business Process	REQ_SOURCED
Activity	Req Sourced
Role	Requester
Email Template	Requisition Review

Request for Quote (RFQ) Notification

This section discusses the RFQ Notification workflow.

Description

Event Description	A requisition line requires an RFQ.
Action Description	Notifies the buyer when a requisition line requires an RFQ.
Notification Method	Worklist

Workflow Objects

Approval Rule Set	RFQ Notification Alert
Business Process	RFQ_NOTIFICATION
Activity	REQ Notification
Role	Buyer

Settlement Manager Notification

This section discusses the settlement manager notification workflow.

Description

Event Description	A claim associated with a vendor rebate agreement is settled.
Action Description	Notifies the settlement manager when the claim for the rebate agreement has been settled.
Notification Method	Email and worklist.

Workflow Objects

This notification uses the PeopleSoft Errors, Warnings, and Notifications (EWN) architecture.

See Setting Up and Using the Message Dashboard.