Oracle Workflow Developer's Guide

Testing Workflow Definitions Using the Developer Studio . . . . . 7 – 6 Chapter 8 Managing Business Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Managing Business Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Event Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Event Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Raising Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Signing Up Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Synchronizing Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reviewing Local Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Event Manager for Oracle Applications . . . . . . . . . . . . . . . . . . . . . Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Event Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow Agent Ping/Acknowledge . . . . . . . . . . . . . . . . . . . . . . . The Workflow Agent Ping/Acknowledge Item Type . . . . . . Summary of the Master Ping Process . . . . . . . . . . . . . . . . . . . . Master Ping Process Activities . . . . . . . . . . . . . . . . . . . . . . . . . Summary of the Detail Ping Process . . . . . . . . . . . . . . . . . . . . Detail Ping Process Activities . . . . . . . . . . . . . . . . . . . . . . . . . . 8–1 8–2 8–4 8–4 8 – 16 8 – 22 8 – 37 8 – 55 8 – 57 8 – 60 8 – 62 8 – 66 8 – 67 8 – 80 8 – 98 8 – 117 8 – 129 8 – 130 8 – 132 8 – 133 8 – 134 8 – 134 Chapter 9 Predefined Workflow Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Predefined Workflow Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Event Definition Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Event Group Definition Events . . . . . . . . . . . . . . . . . . . . . . . . . System Definition Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Agent Definition Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Agent Group Definition Events . . . . . . . . . . . . . . . . . . . . . . . . Event Subscription Definition Events . . . . . . . . . . . . . . . . . . . Synchronize Event Systems Event . . . . . . . . . . . . . . . . . . . . . . Seed Event Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ping Agent Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . System Signup Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Any Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Unexpected Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . User Entry Has Changed Event . . . . . . . . . . . . . . . . . . . . . . . . 9–1 9–2 9–2 9–3 9–4 9–5 9–6 9–8 9–9 9–9 9 – 12 9 – 14 9 – 15 9 – 18 9 – 20 vi Oracle Workflow Developer’s Guide

Chapter 10 Notification Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Notification Mailer Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Business Event System Control Events . . . . . . . . . . . . . . . . . . Generic Service Component Framework Control Events . . . Workflow Send Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Workflow Send Protocol Item Type . . . . . . . . . . . . . . . . . Summary of the Workflow Event Protocol Process . . . . . . . . Workflow Event Protocol Process Activities . . . . . . . . . . . . . . Workflow Send Protocol Events . . . . . . . . . . . . . . . . . . . . . . . . 9 – 23 9 – 32 9 – 33 9 – 36 9 – 40 9 – 41 9 – 43 9 – 44 9 – 47 Demonstration Workflow Processes . . . . . . . . . . . . . . . . . . . . . . . Sample Workflow Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Displaying the Process Diagram of a Sample Workflow . . . . Requisition Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installing the Requisition Data Model . . . . . . . . . . . . . . . . . . . Initiating the Requisition Workflow . . . . . . . . . . . . . . . . . . . . . The Requisition Item Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Summary of the Requisition Approval Process . . . . . . . . . . . Requisition Process Activities . . . . . . . . . . . . . . . . . . . . . . . . . . Summary of the Notify Approver Subprocess . . . . . . . . . . . . Notify Approver Subprocess Activities . . . . . . . . . . . . . . . . . . Sample StartProcess Function . . . . . . . . . . . . . . . . . . . . . . . . . . Example Function Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . Example: Select Approver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Example: Verify Authority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Example Notification Activity . . . . . . . . . . . . . . . . . . . . . . . . . . Example: Notify Requisition Approval Required . . . . . . . . . Document Review Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Document Management Item Type . . . . . . . . . . . . . . . . . . Summary of the Document Review Process . . . . . . . . . . . . . . Document Review Process Activities . . . . . . . . . . . . . . . . . . . . Error Check Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Periodic Alert Item Type . . . . . . . . . . . . . . . . . . . . . . . . . . . Summary of the Error Check Process . . . . . . . . . . . . . . . . . . . . Error Check Process Activities . . . . . . . . . . . . . . . . . . . . . . . . . Summary of the User Defined Alert Action Process . . . . . . . User Defined Alert Action Process Activities . . . . . . . . . . . . . Event System Demonstration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installing the Event System Demonstration Data Model . . . Initiating the Event System Demonstration Workflow . . . . . The Event System Demonstration Item Type . . . . . . . . . . . . . 10 – 1 10 – 2 10 – 3 10 – 5 10 – 6 10 – 9 10 – 12 10 – 14 10 – 16 10 – 21 10 – 22 10 – 25 10 – 28 10 – 28 10 – 31 10 – 33 10 – 34 10 – 36 10 – 36 10 – 37 10 – 39 10 – 41 10 – 41 10 – 43 10 – 44 10 – 47 10 – 48 10 – 50 10 – 52 10 – 53 10 – 58 Contents vii

Chapter 11 Summary of the Buyer: Top Level PO Process . . . . . . . . . . . . Buyer: Top Level PO Process Activities . . . . . . . . . . . . . . . . . . Summary of the Buyer: Send PO to Supplier Subprocess . . . Buyer: Send PO to Supplier Subprocess Activities . . . . . . . . Summary of the Buyer: Receive Supplier PO Acknowledgement Subprocess . . . . . . . . . . . . . . . . . . . . . . . . . Buyer: Receive Supplier PO Acknowledgement Subprocess Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Summary of the Buyer: Advanced Shipment Notice Subprocess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Buyer: Advanced Shipment Notice Subprocess Activities . . Summary of the Buyer: Receive Supplier Invoicing Subprocess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Buyer: Receive Supplier Invoicing Subprocess Activities . . . Summary of the Supplier: Top Level Order Process . . . . . . . Supplier: Top Level Order Process Activities . . . . . . . . . . . . . Summary of the Supplier: Get Order Details Subprocess . . . Supplier: Get Order Details Subprocess Activities . . . . . . . . . Summary of the Supplier: Credit Check Subprocess . . . . . . . Supplier: Credit Check Subprocess Activities . . . . . . . . . . . . . Summary of the Supplier: Stock Check Subprocess . . . . . . . . Supplier: Stock Check Subprocess Activities . . . . . . . . . . . . . Summary of the Supplier: Advanced Shipment Notice Subprocess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Supplier: Advanced Shipment Notice Subprocess Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Summary of the Supplier: Send Supplier Invoice Subprocess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Supplier: Send Supplier Invoice Subprocess Activities . . . . . B2B Purchase Order Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B2B Purchase Order Acknowledgement Event . . . . . . . . . . . B2B Advanced Shipment Notice Event . . . . . . . . . . . . . . . . . . B2B Invoice Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 – 60 10 – 62 10 – 65 10 – 65 Error Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Error Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Error Handling for Workflow Processes . . . . . . . . . . . . . . . . . Error Handling for Event Subscription Processing . . . . . . . . System: Error Item Type and Item Attributes . . . . . . . . . . . . . Default Error Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Retry–only Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Default Event Error Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 – 1 11 – 2 11 – 2 11 – 5 11 – 7 11 – 8 11 – 11 11 – 14 viii Oracle Workflow Developer’s Guide 10 – 67 10 – 68 10 – 70 10 – 71 10 – 72 10 – 73 10 – 74 10 – 75 10 – 78 10 – 79 10 – 81 10 – 82 10 – 83 10 – 84 10 – 85 10 – 86 10 – 87 10 – 88 10 – 89 10 – 92 10 – 94 10 – 96

Appendix A Oracle Workflow Developer Navigation Paths . . . . . . . . . . . . . . A – 1 Oracle Workflow Developer Navigation Paths . . . . . . . . . . . . . . . A – 2 Appendix B Oracle Workflow Builder Menus and Toolbars . . . . . . . . . . . . . B – 1 Oracle Workflow Builder Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . B – 2 Oracle Workflow Builder Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . B – 7 Appendix C Oracle Workflow Implementation in Other Oracle Products . Predefined Workflows Embedded in Oracle E–Business Suite . . Applied Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Business Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Financial Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . HRMS Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Leasing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Maintenance Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Manufacturing Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . Order Fulfillment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Procurement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sales, Marketing, and eCommerce . . . . . . . . . . . . . . . . . . . . . . Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Supply Chain Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Oracle Workflow Business Event System Implementation in Oracle E–Business Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Applied Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Financial Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Manufacturing Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . Oracle Workflow Implementation in the Oracle Technology Stack . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Oracle Workflow Support Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . Customization Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Resolving Customization Issues . . . . . . . . . . . . . . . . . . . . . . . . What Is NOT Supported . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . What Is Supported . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C–1 C–2 C–2 C–5 C–5 C–6 C – 17 C – 21 C – 23 C – 23 C – 26 C – 27 C – 28 C – 29 C – 31 C – 32 C – 34 C – 34 C – 35 C – 36 C – 39 C – 42 C – 42 C – 43 C – 43 C – 43 Glossary Index Contents ix

x Oracle Workflow Developer’s Guide

Preface Preface xi

Audience for This Guide Welcome to the Oracle Workflow Developer’s Guide. This guide assumes you have a working knowledge of the following: The principles and customary practices of your business area. Oracle Workflow If you have never used Oracle Workflow, Oracle suggests you attend one or more of the Oracle Workflow training classes available through Oracle University. See Other Information Sources for more information about Oracle Applications product information. The Oracle Workflow Developer’s Guide also assumes you have a basic understanding of operating system concepts and familiarity with Oracle Database, PL/SQL, and Oracle Application Server technology. If you have not yet been introduced to any of these systems, Oracle suggests you attend one or more of the training classes available through Oracle University. How To Use This Guide This guide contains the information you need to understand and develop with Oracle Workflow. Chapter 1 provides an overview of Oracle Workflow. Chapter 2 describes how to begin defining a workflow process. Chapter 3 describes how to define the components necessary to build a workflow process. Chapter 4 describes how to draw and define a workflow process diagram. Chapter 5 describes the standard activities provided with Oracle Workflow. Chapter 6 describes the standard APIs for the PL/SQL and Java functions that can be called by Oracle Workflow. Chapter 7 describes how to launch a workflow process for testing purposes. Chapter 8 describes how to manage business events. xii Oracle Workflow Developer’s Guide

Chapter 9 describes the standard events provided with Oracle Workflow. Chapter 10 describes the demonstration workflow processes included with Oracle Workflow. Chapter 11 describes error handling for workflow processes and event subscription processing. Appendix A describes the navigation paths to Oracle Workflow developer web pages in the seeded Oracle Workflow responsibilities for Oracle Applications. Appendix B describes the Oracle Workflow Builder menus and toolbar. Appendix C lists the predefined workflow processes that are included with the Oracle Applications–embedded version of Oracle Workflow, the Oracle Applications features that leverage the Business Event System, and the Oracle technology stack features that leverage Oracle Workflow. This appendix also includes the Oracle Workflow support policy. At the end of this guide, we include a glossary of Oracle Workflow terms. Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Standards will continue to evolve over time, and Oracle is actively engaged with other market–leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For additional information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/ Accessibility of Code Examples in Documentation JAWS, a Windows screen reader, may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, JAWS may not always read a line of text that consists solely of a bracket or brace. Preface xiii

Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. Other Information Sources You can choose from many sources of information, including online documentation, training, and support services, to increase your knowledge and understanding of Oracle Workflow. If this guide refers you to other Oracle Applications documentation, use only the Release 11i versions of those guides. Online Documentation If you are using the version of Oracle Workflow embedded in Oracle Applications, note that all Oracle Applications documentation is available online (HTML or PDF). Online Help – The new features section in the HTML help describes new features in 11i. This information is updated for each new release of Oracle Workflow. The new features section also includes information about any features that were not yet available when this guide was printed. For example, if your administrator has installed software from a mini–pack or an upgrade, this document describes the new features. Online help patches are available on OracleMetaLink. 11i Features Matrix – This document lists new features available by patch and identifies any associated new documentation. The new features matrix document is available on OracleMetaLink. Readme File – Refer to the readme file for patches that you have installed to learn about new documentation or documentation patches that

xii Oracle Workflow Developer's Guide Audience for This Guide Welcome to the Oracle Workflow Developer's Guide. This guide assumes you have a working knowledge of the following: The principles and customary practices of your business area. Oracle Workflow Oracle Workflow Developer's Guide. Workflow.