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Oracle Workflow Developer's Guide Release 2.6.3 Part Number B10284-02 |
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Note: Some Oracle Applications products use the Account Generator feature to dynamically create accounting flexfield combinations. The Account Generator has generic predefined workflow functions that each Oracle Application product uses in its own predefined Account Generator process. The Account Generator processes for each product are not listed in this section, but are documented in more detail in each respective product's User's Guide. A general discussion of the Account Generator feature is also available in the Oracle Applications Flexfields Guide.
The sequence of steps that the Wizard takes you through are contingent on the application modules you install. This obviates running duplicate setup steps when implementing multiple application modules.
The details and usage of the workflow processes can be obtained from the Application Implementation Wizard User's Guide.
JTF Calendar Workflows - Tracks and routes calendar requests to the Calendar Administrator for new group and public calendar approvals and to Group Calendar Administrators for existing group calendar subscription approvals. The process also sends invitations for appointment invitees and attendees.
JTF Task Reminder - Picks up appointment reminders for scheduled appointments. For example, if the user selects "15 minutes Before" from the Remind Me drop-down list while creating an appointment, then that user receives a workflow notification 15 minutes prior to the start of the scheduled meeting.
Escalation Manager
Reactive Escalation Notification Workflow - Sends notifications to inform the escalation owner, the owner's manager, and optionally any customer or employee identified in the escalation document when an escalation document is created, or when certain document attributes such as status, level, owner, and target date are updated.
Business Rule Monitor
Business Rule Monitor Main Process - This process services the Business Rule Monitor looping workflow, which in turn checks all the active business rules and identifies whether any rule has been violated.
Business Rule Monitor Task Process - This process is used only when the Business Rule Monitor Main Process identifies a violated business rule that is related to a Task object. The Business Rule Monitor Task process services the subsequent activities based on the workflow information identified for the rule. For example, if the Escalate a Task (notification only) workflow is selected for a business rule, then a workflow notification will be sent to the person identified in the workflow attributes window.
Business Rule Monitor Service Request Process - This process is similar to the Business Rule Monitor Task process, except that it is used only when the Business Rule Monitor Main Process identifies a violated business rule that is related to a Service Request object.
Business Rule Monitor Defect Process - This process is similar to the Business Rule Monitor Task process, except that it is used only when the Business Rule Monitor Main Process identifies a violated business rule that is related to a Defect object.
Task Manager
Workflow - Task Manager - Task Manager uses the Workflow - Task Manager process to send notifications to inform personnel when tasks are created or changed.
Task Manager supports sending notifications to groups or teams. If a task is assigned to a group or team, then the workflow process will send a separate workflow notification to each member of the group, rather than sending only one notification to the e-mail address listed for the group.
Notifications can be sent either automatically for both the HTML and Forms versions of Task Manager, or manually for the Forms version only.
Change Approval Process - The change request must first be approved before a contract can be changed. This workflow routes the change request of contracts to designated individuals for approval. Once the change request is approved, contracts are open for update.
Electronics Renewals Workflow - This workflow is launched when an extended warranty contract qualifies for the electronic renewals process. It first derives the template set, QA checks the contract, generates a quote (draft contract) letter with associated cover, emails the letter, and updates the renewal status. When the user logs in through self service renewals, if they accept the contract quotation and decide to pay the contract amount using a PO, the workflow sends a notification to the contract administrator. Depending on the administrator's response, it sets the contract to the appropriate status.
Installed Base Transactions Notification Workflow - If the system profile 'OKS: Enable Install Base Integration Messages' is set to 'Yes', this workflow will send notifications to the user identified in the system profile 'OKS: User name to Send Install Base Messages' during certain transactions. These include when a new item instance is created, when it is terminated, when it is transferred to a new owner, when it is replaced or returned, or when the quantity of items instances are split.
CE Exception Report Transmission Notification Process - This workflow sends a transmission status e-mail notification to the designated user defined in the Bank Transmission Details window. This workflow process is initiated when you submit the Retrieve Payment Exceptions program to transmit payment exceptions reports from your bank to your local directory.
Process XML Bank Statement Workflow - This workflow begins once the import process is launched. Notifications are sent to the designated Cash Manager to say whether or not the import process was launched successfully and whether or not the import process was a success.
Delinquency Current Status Notice - This workflow sends notifications about the status of a delinquency to the agent and the agent's manager when the status changes. For example, when the delinquency is closed (that is, when it is considered "current") or when a new status such as Bankruptcy or Write-Off is created for a delinquency, a notification is sent to describe the change in status.
Collection Delinquent Credit Hold - A collector can request that a credit hold be placed on a customer by checking the corresponding check box on the Delinquency tab. A notification is then sent to the appropriate manager to review and approve or deny the request. Routing to the appropriate manager for approval is done through the reporting hierarchies as defined by Oracle Resource Manager. After the request is approved, the Approval check box on the Delinquency tab is checked so collectors can confirm that their requests have been approved. The actual setting of a credit hold is a manual process, however.
Collection Delinquent Service Hold - A collector can request that a service hold be placed on a customer by checking the corresponding check box on the Delinquency tab. A notification is then sent to the appropriate manager to review and approve or deny the request. Routing to the appropriate manager for approval is done through the reporting hierarchies as defined by Oracle Resource Manager. After the request is approved, the Approval check box on the Delinquency tab is checked so collectors can confirm that their requests have been approved.
Notify a Third Party for Repossession - When a specialist assigns a third party organization to repossess an asset, an e-mail notification is sent to that organization with the details about the asset or assets, repossession, and other information. The specialist assigns the third party through the HTML interface.
Delinquency Status Approval - A collector can recommend that various strategies or statuses should be initiated for a delinquency: repossession, write off or litigation. (Bankruptcy is handled separately.) However, these statuses require review and approval by a manager before the corresponding strategy is initiated. The Delinquency Status Approval workflow is initiated when a collector clicks the New button on the Delinquency tab, selects a new status, enters the details to start the process, and saves the new status. The workflow routes the request according to the resource's hierarchy as defined by the system.
Delinquency Asset Workflow - A specialist can request that an asset valuation be provided for the assets related to a delinquent case. This workflow sends a notification to the appropriate manager to review the request, obtain the information and forward it back to the specialist. The request is initiated on the asset selection window from the Delinquency tab and write off window.
Strategy Fulfillment Mailer - As part of a strategy, a request may be made to the 1-to-1 Fulfillment Server to send e-mail documentation such as a dunning notice, a dunning reminder, copies of delinquent invoices, and so on, to the delinquent party. This workflow manages this request.
Strategy Custom Workflow - If customers want to implement a custom work item as part of strategy in order to use a different implementation from the seeded workflows, they can customize the custom strategy workflow. The custom strategy work item workflow is an example of what parameters are expected to be identified in a custom workflow and what must be identified after the work item is completed.
Collection Strategy Workflow - A strategy is a series of collections work items grouped together to create a collections plan. Each work item may have a workflow as part of the completion process. The Collection Strategy workflow is the main workflow process that drives the completion of all the workflows that are tied to the collections work items for each strategy.
AutoAllocations Process - When you generate step-down AutoAllocations, the workflow process initiates the AutoAllocation process and validates and generates the Mass Allocation and Recurring Journal batches that are defined in the AutoAllocation. The workflow process also determines whether journal approval is required for each generated journal batch, submits the batches to the appropriate users for approval if required, and notifies the appropriate users of the approval results. If an error occurs during the AutoAllocation process, the designated user or users can choose to roll back the AutoAllocation process, which reverses any posted journals.
Global Intercompany System - The Global Intercompany System (formerly CENTRA) is an enhanced feature for Release 11i, and has been backported to Release 11. It provides an environment for multiple companies to exchange intercompany transactions. The workflow process notifies the receiver company when a sender company initiates an intercompany transaction and requires approval from the receiver, or when the sender company recalls or reverses an intercompany transaction. The workflow process notifies the sender company when a receiver company approves or rejects an intercompany transaction that the sender had initiated. In addition, a threshold amount can be set to limit the volume of notifications. The workflow process is initiated when the sender submits, recalls, or reverses an intercompany transaction, or when the receiver rejects or accepts an intercompany transaction.
Global Consolidation System Cross Instance Data Transfer - You can automate the Global Consolidation System to consolidate data from remote subsidiary ledger database instances to a central consolidation database instance and optionally use workflow notifications to notify users of the cross instance consolidation status. Each notification provides the user with consolidation transfer details including source database name, mapping rule, set of books, group IDs, and concurrent request ID. When a user chooses to automatically run Journal Import or AutoPost on the central consolidation database, the workflow notification cites the status of success or failure of the concurrent request. If the Journal Import or AutoPost process fails, the workflow notification recommends reviewing the request log on the central consolidation database for further details.
The workflow process is initiated at the following points:
Notifications are sent to approvers and the workflow process waits for the response from each approver before proceeding to the next approver in the hierarchical proposal approval map.
The proposal is approved if all approvers approve the proposal. The proposal is rejected if any approvers reject it. The person submitting the proposal for approval is notified of the approval status at every stage during the approval process.
Notify Approval Subprocess - The Notify Approval Subprocess is initiated during the Proposal Approval Process when the next approver in the hierarchical approval map is selected.
The Notify Approval Subprocess notifies the approver that a proposal is pending for approval. The approver can approve or reject the proposal.
If the approver fails to approve or reject the proposal within a given time frame, the approver receives periodic reminders. Organizations can set the timeout, which defines the time frame in which the reminders are sent. By default, the timeout is not set.
Notify Proposal Members Process - The Notify Proposal Members Process sends notifications to personnel on the proposal.
AP Credit Card Process - The AP Credit Card workflow process notifies employees and managers of payments made to employees and payments made to credit card issuers for charges to travel and entertainment (T&E) credit cards. It also sends notifications to employees and managers for any outstanding credit card transactions that have not been submitted on an expense report, or have been submitted on an expense report but the expense report has not completed the AP Expense Report process. The payment notifications are generated when payments are made in Oracle Payables; the outstanding charges notifications are sent when you run the Credit Card Outstanding Charges Report program from Oracle Payables.
Terminated Employee Workflow Process - When preparers, employees, managers, or approvers are terminated, expense reports can become lost or inaccessible in the middle of the workflow approval process. In addition, expense reports that contain corporate credit card expenses marked as Company Pay or Both Pay have no one to claim and categorize the credit card expenses incurred prior to the employee's termination. This can result in delays in processing payment to the credit card provider. The Terminated Employee Workflow process allows these expense reports to continue to be processed and the related payments made in a timely manner.
Procurement Cards
The following procurement card workflow processes enable your self-service employees to verify and approve procurement card transactions.
AP Procurement Card Employee Verification Workflow Process - The AP Procurement Card Employee Verification Workflow process notifies and confirms procurement card transactions with card holders. This workflow process is initiated when you submit the Distribute Employee Card Transaction Verifications program from Oracle Payables. The process notifies an employee of transactions charged to the employee's procurement card, and optionally requires the employee's manual verification.
AP Procurement Card Manager Approval Transaction Process - The AP Procurement Card Manager Approval Transaction workflow process notifies and confirms verified procurement card transactions with a card holder's manager. This workflow process is initiated when you submit the Distribute Manager Card Transactions Approvals program from Oracle Payables. The AP Procurement Card Employee Verification Workflow process must first complete for transactions before the manager workflow process is used. The process notifies managers, and optionally requires their manual approval, of procurement card transactions incurred by employees.
The Effort Report Notification workflow process includes the following subprocesses:
Notification is sent to approvers of the effort report. When the effort report is approved, the effort report is sent to a supervisor for certification. The creator of the effort report can monitor the status of the effort report.
Distribution Adjustment Approval Notification Process - Workflow functionality in Labor Distribution automatically routes distribution adjustments approval notifications throughout the organization and delivers electronic notifications to users regarding distribution adjustments that require their attention or processes that are completed. The process is initiated when a distribution batch is submitted.
Invoice Approval Workflow - This workflow routes invoices to designated individuals for approval. This workflow uses the approval rules that you define in Oracle Approvals Management (OAM) to determine if an invoice requires approval. If the invoice requires approval, the workflow sequentially asks each approver on the approval list to approve the invoice online. For example, you can define a rule so invoices over $100,000 require CFO approval and then CEO approval.
Process Payment Message Workflow - This workflow creates the XML payment message and sends it to your bank. It then sends notifications to the user who formatted the payment. This workflow also manages the confirmation of payment batches that generate XML payments.
Receive Payment Instruction Error Workflow - If you use the XML payment feature and if you set up Oracle XML Gateway to receive the Show Payment Instruction Error message, then when your bank sends you this message, the Receive Payment Instruction Error workflow sends the appropriate user a notification that includes the payment instruction errors.
Receive Payment Advice Message Workflow - If you use the XML payment feature and if you set up Oracle XML Gateway to receive the Show Payment Advice XML message, then when your bank sends you this message, the Receive Payment Advice workflow sends a notification that includes the payment advice to the appropriate user.
For more information about related workflows in Oracle Internet Expenses, including expense reports and procurement cards, see Oracle Internet Expenses.
Submit Worksheet Workflow Process - The Submit Worksheet Workflow Process submits worksheets. Based on user-defined parameters, the process performs constraint validations, worksheet operations, copying, and merging. The process moves worksheets from one budget stage to the next and routes the worksheets through an approval process for required approvals. The process also freezes and unfreezes worksheets. Notifications are sent to users who initiate a process and to approvers.
The process is initiated at the following points:
Submit Budget Revisions Workflow Process - The Submit Budget Revisions Workflow Process submits budget revisions. Based on user-defined parameters, the process performs constraint validations and other budget revision operations. The Submit Budget Revisions process routes budget revisions through an approval process and updates the status and baseline values for budget revisions. The process also performs funds reservation and posts revisions to General Ledger. The process freezes and unfreezes budget revisions. Notifications are sent to users who initiate a process and to approvers.
The process is initiated at the following points:
EXP Approval - The Exchange Protocol Approval process is initiated when a transmission unit is transmitted. The process sends requests for transmission unit authorization to the appropriate approvers, based on the approval profile. The dialog units that are contained within the transmission unit will be processed based on the approvers' responses.
Contract Commitment Approval Workflow Process - The Contract Commitment Approval Workflow is initiated when a contract commitment is submitted for approval. The process automatically routes the document to the appropriate approver, based on the approval hierarchy setup. The approver can approve or reject the document. If budgetary control is enabled, funds are checked and reserved when the approver approves the document. The person who submitted the document for approval is notified of the approval status at every stage during the approval process.
Dossier Approval Process - This process is initiated when a dossier maintenance transaction is sent into approval. The process sends notifications requesting approval of the dossier maintenance funds transfers to the appropriate approvers, based on the approval hierarchy attached to the dossier type. Based on the approvers' responses, encumbrance journals will be reversed and actual journal entries created to complete the funds transfer.
You initiate the Credit Memo Request workflow from iReceivables. iReceivables is a web-based, self-service application that enables registered users to access their Receivables account information using a standard web browser. When an iReceivables user chooses the Dispute a Bill function, Receivables places the specified amount in dispute and initiates the Credit Memo Request process to route the request for approval.
Document Transfer Message Workflow - This workflow creates an XML invoice document and sends it to your customer. This workflow consists of two item types.
AR Credit Management Application Process Workflow - This workflow manages the collection and analysis of account or prospect credit data, as well as the making and implementation of credit decisions.
The workflow is started when a credit request is generated, either by a credit event, such as an order hold, or by the submission of a credit application. The workflow first tries to automatically complete the credit review process. If, for any reason, a failure occurs in the workflow functions, then the workflow routes the credit analysis to the appropriate credit analyst for action.
If an organization requires that credit recommendations be reviewed and approved by other personnel, then the workflow routes the recommendations through an approval hierarchy.
GHR Position Description Process - Enables the routing of the Position Description form for data entry, signature, review and classification. Based on the agency's practices, the user can route the Position Description form to an individual, groupbox, or routing list within the routing group. As the Position Description form is routed, the system maintains a history of actions. By referring to the history, users can learn what action was taken, by whom, and on what date.
GHR Within Grade Increase Process - Enables the automatic processing of Within Grade Increase(WGI) actions without any manual intervention. The default WGI process automatically notifies the Personnel Office of the WGI approval and requires no response. WGI process can be configured during implementation in many ways based on the agency's practices.
The HR Task Flow item type provides you with an alternative to using forms to set up and maintain your task flows. By integrating with Oracle Workflow, you can use the graphical Oracle Workflow Builder to help you design and diagram the sequence of your windows.
Career Management Reviews Process - Sends notifications to reviews for Appraisals and Assessments.
360 Appraisals Process - Sends a notification to a set of people informing them that they should perform an appraisal as part of a group.
Approval Process with Correction - You can configure the workflow processes so that the Address part of Personal Information requires approval but the Phone Numbers part does not. Alternatively, you can vary the Approvals requirements by responsibility so that records changed by employees would need approval but records changed by managers would not.
Release Employee Information - This workflow is initiated when an employee enables the Release Employee Information function to share information about themselves with another employee, often managers, who would not usually have access to their records. Similarly, a manager can use this function to share information about one of their employees with a second manager.
Create User Name Process - Displays the pages for people who already have a record on the HR database to create their own self-service user names and passwords.
Individual Compensation Distribution - Automatically sends a notification to the supervisor of the manager who distributes the award. The manager's supervisor can either approve or reject the distribution.
Other Processes - Oracle Self-Service HR includes processes that allow employees and mangers to view, update, and display approved personal details on the Web, including:
OKL CS Transfer Assumption Request - This workflow is used for Transfer and Assumption Requests to notify the Contract Administrator after receiving necessary approvals. The workflow is accessed from the Requests tab.
OKL CS Billing Correction Request - This workflow is used for Billing Correction Requests to notify the Contract Administrator of required corrections. The workflow is accessed from the Transactions tab.
OKL CS Billing Refund Request - This workflow is used for Billing Refund Requests to notify the Contract Administrator of required refunds. The workflow is accessed from the Account tab.
OKL CS Convert Interest Type - This workflow is used for Convert Interest Requests to notify the Contract Administrator of changes in the interest type. The workflow is accessed from the Structure tab.
OKL CS Contract Lease Renewal - This workflow is used for Renewal Quotes to notify the Contract Administrator of approved renewals. The workflow is accessed from the Requests tab.
OKL - LA: Lease Contract Approval - This workflow is used to obtain approvals required for contract activation. The workflow is accessed from the Booking window.
OKL - LA: Funding Approval - This workflow is used to obtain approvals required for funding request approval. The workflow is accessed from the Funding Request window.
OKL Stream Generation - Outbound - This workflow is used to initiate the outbound XML Pricing Engine transaction for Streams Generation. The workflow is accessed from the Stream Generation Process.
OKL Stream Generation - Inbound - This workflow is used to manage the inbound XML Pricing Engine transaction for Streams Generation. The workflow is accessed from the Stream Generation Process.
OKL - INS Gather Third Party Insurance Information - This workflow is used to gather third-party information when a customer fails to provide insurance proof and the lessor cannot sell insurance. The workflow is accessed from the Concurrent Manager.
Approve Contract Portfolio - This workflow routes a contract portfolio for approval. The workflow is accessed from Contract Portfolio.
Notify Contract Portfolio Execution - This workflow notifies the remarketer for a contract portfolio execution. The workflow is accessed from Contract Portfolio.
Approve Restructure - This workflow routes a restructure for approval. The workflow is accessed from Restructure Quote.
Approve Gain/Loss - This workflow routes the gain or loss on termination for approval. The workflow is accessed from Termination Quote.
Approve Partial Quote - This workflow routes partial quotes for approval. The workflow is accessed from Termination Quote.
Shipping Instructions - This workflow is used to send the shipping details for an asset. The workflow is accessed from Communicate Quote.
Notify Internal Transport Department - This workflow is used to inform the internal transport department of the shipping details for an asset. The workflow is accessed from Communicate Quote.
Send Quote - This workflow is used to send a quote. The workflow is accessed from Communicate Quote.
Repurchase Acceptance - This workflow informs users of the acceptance of a repurchase quote. The workflow is accessed from Quote Acceptance.
Termination Quote Acceptance - This workflow informs users of the acceptance of a termination quote. The workflow is accessed from Quote Acceptance.
Restructure Quote Acceptance - This workflow informs users of the acceptance of a restructure quote. The workflow is accessed from Quote Acceptance.
Notify Remarketer - This workflow informs the remarketing team of a new asset assignment. The workflow is accessed from Asset Return.
Notify Collections - This workflow informs the collections agent of updates on returns in the case of repossession. The workflow is accessed from Asset Return.
Notify Repossession Agent - This workflow informs the external repossession agent of a new repossession request. The workflow is accessed from Asset Return.
Notify Provider - This workflow informs the provider of service and/or maintenance of the asset return. The workflow is accessed from Asset Return.
Asset Repair - This workflow routes asset repair requests for approval. The workflow is accessed from Asset Condition.
Request Title Return - This workflow requests the third party titleholder to return the title on expiration of the contract. The workflow is accessed from Remarketing.
Remarketing Order Cycle - This workflow defines the order cycle in Order Management for remarketed assets. The workflow is accessed from Remarketing.
If this process is enabled, work requests are created with a status of Awaiting Work Order (approved). Otherwise, work requests are created with a status of Open.
Material Shortage Message - Sends a notification to planners every time a receipt transaction is done for an item with material shortages. The workflow notification will be initiated from a concurrent program that checks all material transactions that have been marked by the transaction manager.
Item Activation Workflow - Sends notifications to approve newly created items before changing their status to an approved inventory status. The workflow notifies the individual who needs to approve the item's creation. The result of the routing is that the item will become active if it is approved, or remain inactive if it is not approved. Item properties cannot be modified if the workflow approval is pending for an item.
Lot Expiry/Retest Workflow - Sends a notification to a user at a defined number of days in advance of lot expiration and retest dates. Without this workflow the expiration or retesting of a lot is not visible to the user without a query for the expiration and retest information. The Lot Expiry/Retest Workflow gives the approver this visibility by notifying the approver the defined number of days in advance of the expiration and retest date.
OPM Quality Management
Sample Creation Notification - Sends a notification to draw a physical sample as required by the associated sampling plan for the specification and specification validity rule in effect. This workflow can be triggered by an inventory quantity increase, receiving transaction, batch step release, or lot expiration or retest. The notification lists the sampling plan information and includes a link to the Samples window, where information about the sampling event is populated.
Testing Notification - Sends a notification to prompt you to perform a test and enter its result against a particular sample. This workflow is initiated by the creation of a sample that is already associated to a specification or selection of the result action for retesting a certain test. Each tester for a given sample in process receives a notification for the expected test result.
Sample Disposition Notification - Prompts for assignment of the final disposition for a sample once testing has completed. The sample disposition can be changed to accepted, accepted with variance, or rejected when all tests (if required by the associated specification) have recorded results that have been evaluated and finalized.
Composite Results Notification - Asks you whether to composite the results across a set of samples within the same sampling event. This workflow is initiated when testing of all the samples in a sampling event (based on the number of samples required by the sampling plan) is complete and each sample has a final sample disposition. The notification provides a link to the Composite Results window, where information about the sampling event is populated.
Sample Group Disposition Notification - Notifies you that the sampling event requires a final disposition, based on the number of samples required by the sampling plan. This workflow is launched when all the samples within a sampling event have a final disposition of accept, accept with variance, reject, or cancel.
Contract Project Definition Process - This process is part of the Project Manufacturing Project Definition process navigator flow. This process guides users through all the necessary sequence of steps for setting up a Contract-type project for use in Oracle Project Manufacturing.
Critical Defect - Notifies the owner that they have recently been assigned a critical defect.
Change PO Need By Date - When you reschedule outside processing operations, you can activate a workflow process that updates the need by date on the purchase order, and notifies the buyer and supplier that the date requires approval for the change. You can manually change the date if it is not approved. You activate the workflow from the Update PO Need-By-Date window accessed from the Operations window.
Change Order Notification Process - Sends a change order notification from certain application forms. The recipient and message content are set dynamically when you select a responsibility and provide content. Uses the item type OM Change Order (OECHORD).
COGS Process - Generates a cost of goods sold account using the item type Generate Cost of Goods Sold Account (OECOGS).
Document Approval Process - Performs all approval related activities in Oracle Purchasing. These include, but are not limited to, document submission, approval, forwarding, approval notifications, and rejection. This includes the PO Approval workflow process for approving purchase orders and the PO Requisition Approval workflow process for approving requisitions.
Automatic Document Creation Process - Automatically creates standard purchase orders or releases against blanket agreements using approved purchase requisition lines, if the requisition lines have the required sourcing information. This process is also known as the PO Create Documents workflow.
Change Orders Process - Allows you to control which changes require a manual reapproval and which will be automatically reapproved. All reapproved documents, either manual or automatic, will result in the document revision being incremented. This process is part of the PO Approval workflow.
Send Notifications Process - Looks for documents that are incomplete, rejected, or in need of reapproval, and sends notifications regarding the document's status to the appropriate people. This is also known as the PO Send Notifications for Purchasing Documents workflow.
Price/Sales Catalog Notification Process - Sends a notification to the buyer when the price/sales catalog information sent through the Purchasing Documents Open Interface includes price increases that exceed a price tolerance that you set. This process is also known as the PO Catalog Price Tolerance Exceeded Notifications workflow.
Requisition Approval Process - Submits a requisition created from Web Requisitions to the appropriate managers for approval and updates the status of the requisition.
Budget Approval Process - Routes a project budget for approval and baseline. You select which workflow to use for the budget type, as well as determining the person(s) to route the budget to.
Step Down Allocations Process - Automates the execution of step-down auto allocation sets to create allocation runs, generate the allocation transactions, release the allocation transactions (or require approval before the process proceeds), distribute costs, and update project summary amounts.
Project Budget Account Workflow - When a project budget is integrated with a General Ledger budget, an account must be assigned to each project budget line. The account is used to interface the project budget amount to General Ledger. The Project Budget Account workflow enables you to automate the account generation and assignment process.
Notifications Related to Orders
Order Confirmation Normal - Confirms a normal order. This notification is initiated when a user places an order in a web specialty store.
Order Confirmation - Next Steps for Faxed Orders - Explains the remaining steps for order submission. This notification is initiated when a user places an order and chooses to fax a credit card or purchase order as payment.
Orders Not Booked Notification - Announces that an order has not been booked to the system administrator. This notification is initiated when a user's order is not booked.
Cancel Order - Confirms a cancelled order. This notification is initiated when a user cancels an order using the web specialty store.
Notifications Related to Shared Shopping Carts
Share Cart Confirmation Notification - Confirms a shared cart event and explains how to access the shared cart to the Shared cart owner and recipients. This notification is initiated when a user shares a cart with other users.
Change Access Level - Notifies users about access level changes. This notification is initiated when a Shared cart owner changes the access level of the recipient.
Remove Cart Access for Recipient - Notifies users about the shared cart status. This notification is initiated when a Shared cart recipient ends working on a shared cart.
Stop Sharing - Notifies users that a shared cart has been un-shared by the owner. This notification is initiated when a Shared cart owner stops sharing a shared cart.
Notifications Related to Sales Assistance
Sales Assistance Request - To Sales Representatives - Describes a request for sales assistance to a sales agent. This notification is initiated when a user requests sales assistance during the checkout flow.
Sales Assistance Request - Sends a confirmation to users who requested sales assistance. This notification is initiated when user requests sales assistance during checkout flow.
Notifications Related to Users and Registration
User Registration - Welcomes a newly registered user. This notification is initiated when a user registers in a specialty store, or a B2B user is registered by the B2B Primary User.
Forget Login - Sends email to a user with his or her username and password. This notification is initiated when a registered user requests login information.
Notification Events Related to Contracts
Contract Negotiations Request - Disapproval - Announces rejection of a contract terms change request. This notification is initiated when the Contract administrator rejects a user's request for changes in contract terms.
Contract Negotiations Request - To Sales Representatives - Describes a request for changes to contract terms. This notification is initiated when a user requests changes in contract terms.
Contract Negotiations Request - Approval - Announces approval of a contract terms change request. This notification is initiated when the Contract administrator approves a user's request for changes in contract terms.
Contract Negotiations Request - Cancellation - Announces cancellation of contract negotiations. This notification is initiated when the Contract administrator cancels a contract that was created when a user requested changes in contract terms.
Contract Negotiations Request - To Users - Acknowledges a request for changes to contract terms. This notification is initiated when a user requests changes in contract terms.
Notification Events Related to Reports
Reports - iStore Historical Summary - Contains the information from the Store Order Summary Data Out Bin specified in the Store Administration UI. This notification is initiated when iStore Reports concurrent programs refresh the report data.
Reports - iStore Top Orders - Contains daily Top Orders from the Top Orders Bin specified in the Store Administration UI. This notification is initiated when iStore Reports concurrent programs refresh the report data.
Service Request Actions and Dispatch Process - Routes a service request action to individuals in the organization for resolution and in addition, notify with instructions, appropriate service personnel who need to be dispatched to a field site. Customize the process to manage, transfer or escalate dispatch requests.
Field Service Dispatch Process - Inserts or updates service request data into the interface table and sends a notification to the field service engineer with dispatch information. This process is used by Oracle Mobile Field Service.
Allocated ATP Process - Sends notification to planners if there was any stealing between different supply sources to satisfy an Order Promising request or if the Order Scheduling process failed.
The Demand Planning processing cycle is made up of the following five stages, which correspond to processes:
The Demand Planning Administrator may choose to run a master workflow process called ODP Master that manages all five stages together by running a concurrent request to launch and manage this master process. This concurrent request is called "Demand Planning Engine Master Workflow Process."
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