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Predefined Workflows Embedded in Oracle Applications and Oracle Self-Service Web Applications

You can use Oracle Workflow to customize these predefined workflow processes. A full description of each workflow is documented in the respective product's User's Guide.

Application Implementation Wizard

Application Implementation Wizard provides a set of workflow processes that guide you through the setup and implementation of Oracle Applications. The Application Implementation Wizard helps you through the tasks and interdependencies of configuring Oracle Applications for your installation. To make your implementation job easier, the Application Implementation Wizard logically groups similar setup tasks.

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.

Oracle Web Employees

Expense Reporting Workflow--Used by Oracle Web Employees and Oracle Payables to process both manager approval and accounting review of Web Employees-entered expense reports. The process controls if Web Employees-entered expense reports can be imported from the Invoice Import Interface tables into Oracle Payables invoice tables for payment. It also notifies employees at key events during the workflow.

Candidate Offer Approval Process--Submits an offer made using the Candidate Offers option in Line Manager Direct Access to the appropriate managers in the approval hierarchy. When the last approver in the hierarchy approves the offer, the process notifies Human Resources to print, sign and post the offer letter to the candidate and waits for the candidate's response. Once the candidate responds to the offer, the originating manager is notified and the process completes. The process keeps the originating manager informed of the offer status throughout the process.

Employee Direct Access--Includes processes that allow employees to view and update their personal details on the Web, including:

Also includes processes to allow employees to enroll in a class and apply for a job. Three of the processes (Change Marital Status, Enroll in a Class, and Apply for a Job) include a standard approvals subprocess so that the relevant managers or Human Resources personnel can check the employee's entry before it is committed to the database. You can add this standard approvals subprocess to other processes, as required.

Person Search Process--Controls how a user navigates between entering search criteria and producing lists of people based on the criteria.

Person Suitability Match Process--Controls how a person navigates between entering matching criteria, showing list of people who match the criteria and displaying bar chart representations of their skills.

Career Management Reviews Process--Sends notifications to reviewers for Appraisals and Assessments.

360 Degree Assessment Process--Sends a notification to a set of people to indicate that they should perform an assessment as part of a group. Also handles the responses once the assessments are complete.

Receipt Confirmation Process--This process allows you to confirm receipts on the web.

Requisition Approval Process--Submits a requisition created from Web Requisitions to the appropriate managers for approval and updates the status of the requisition.

Oracle Web Customers

Customer Self-Service Registration Approval Process--Oracle Web Customers allows a guest to logon and register as a customer contact for a company. This process routes a notification to the appropriate account approver, as defined by the Web Store owner, to verify and approve the registration. If the account approver approves the registration, the guest's account for both the Web User Logon and the Order Entry System Customer Account is activated. If the account approver rejects the registration, both accounts are deactivated. If the guest has been identified as a possible duplicate contact in the customer registry, the process allows the account administrator of the Web Store to associate the request with an existing contact, accept the request as a new contact registration or reject the request all together.

Order Entry Review Process--Oracle Web Customers allows you to set up a reviewer to verify order entry on the Web. This process routes an order notification to the reviewer for approval. If approved, the quote is booked and the order status is changed to 'Saved', otherwise, the order is rejected. In either case, appropriate notifications are sent to the customer or to the sales representative who prepared the order for the customer.

Oracle Web Suppliers

Supplier Self-Service Registration Approval Process--Oracle Web Suppliers allows a guest to logon and register as a supplier contact for a company. This process routes a notification to the appropriate account approver to verify and approve the registration. If the approver approves the registration, the Supplier Web User account is activated. If the account approver rejects the registration, the account is deactivated.

Oracle Engineering

Engineering Change Orders--Submits an engineering change order to the appropriate people for approval.

Oracle General Ledger

Journal Approval Process--Journals can now be approved before posting. Create an approval hierarchy and define authorization limits for each user. The Journal Approval process automatically routes journals to the appropriate user, based on the approval hierarchy.

Oracle Payables

AP Open Interface Import Process--Automates verification and validation of data in the Open Interface tables. For example, this process can be modified to validate all accounting code combinations in the Open Interface tables. Notification of any invalid code combinations can be sent to a specified user for correction. Optionally the process can be set up to override any invalid code combinations with a designated default value. You can use Oracle Workflow to include additional workflow rules that meet the specific requirements of a business. Once an invoice has passed this process it is ready to be imported into the Oracle Payables application tables.

Credit Card Transaction Employee Workflow--Notifies and confirms credit card transactions with a card holder. Oracle Payables initiates this process after you submit the Credit Card Transaction Validation and Exception Report. The process notifies an employee of transactions created by the employee's credit card, and confirms the transaction information with the employee.

Credit Card Transaction Manager Workflow--Notifies and confirms credit card transactions with a card holder's manager. Oracle Payables initiates this process when the Credit Card Transaction Employee Workflow executes. The Credit Card Transaction Manager Workflow notifies a manager of transactions created by the employee's credit card, and determines if the manager needs to approve the transactions.

Expense Reporting Workflow--Used by Oracle Web Employees and Oracle Payables to process both manager approval and accounting review of Web Employees-entered expense reports. The process controls if Web Employees-entered expense reports can be imported from the Invoice Import Interface tables into Oracle Payables invoice tables for payment. It also notifies employees at key events during the workflow.

Oracle Projects

Project Approval and Status Change Process--Routes a project and notifies appropriate users of any project status change. For example, you can submit the project for approval, or notify appropriate people upon project closure. You select which workflow to use for the appropriate status change, as well as determining the person(s) to route the project to.

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.

Oracle Purchasing

Document Approval Process--Performs all approval related activities that existed in Oracle Purchasing. These include, but are not limited to, document submission, approval, forwarding, approval notifications, and reject.

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.

Change Orders Process--Part of the overall Procurement Workflow. This process allows you to control which changes require purchasing documents to be reapproved and which changes increment the document revision.

The Procurement Workflow is a lights-out, hands-off transaction processing system that is truly flexible and extensible to all members of your supply chain. It is one of the key enablers in the shift towards more strategic sourcing and procurement activities.

Oracle Service

Service Request Process--Routes a service request to individuals in the organization for resolution. Customize the process to select and notify service personnel, as well as to transfer and escalate service requests automatically based on your organization's service rules and guidelines.

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.

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