implementing jdedwards enterpriseone workflow tools 9.1
DESCRIPTION
Covering aspects about JDEdwards Workflow in Enterpriseone 9.1, creating distribution lists, the message build, and amount approvals by Sergio Vargas-SanabriaTRANSCRIPT
JDEDWARDS ENTERPRISEONE
IMPLEMENTING JD EDWARDS
WORKFLOW
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USERSINTERACTION
JDEDWARDS WORKFLOW
What is WORKFLOW:
BASICS CONCEPTS
• Oracle’s JD Edwards EnterpriseOne workflow processes enable you toautomate high-volume, paper-based business processes into an email-based process flow across a network.
• Documents, information, and tasks pass from one participant to anotherfor action based on as set of procedural rules. The result is anautomated and efficient process with minimal user involvement, whichenables you to streamline existing business processes, increaseefficiency, and reduce process time.
SPECIAL FEATURES
• Some features in this presentation were created by Premier and are notpresent in a standard installation.
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USERSINTERACTION
Email - Work Centre
WorkFlow Kernel
Applications
Table Event Rules
UBE
Figure 1 Workflow Interactions
• Tools for mapping business processes,which might be defined sets of routes,roles, and rules for the movement ofdocuments and tasks
• Implementation of those businessprocesses through linkages with acompany’s computer network, shareddatabases, and email systems so thatinformation can flow through theorganization at a controlled and efficientpace
WORKFLOW INTERACTION
WORKFLOW ACTIONS
AUTOMATE BUSINESS PROCESSES
The automated process reduces errors and generates less paperwork.
Offers you unlimited flexibility to incorporate innovative ideas
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Action
Acknowledgement or Notification
Approve, Reject
Change a Status, Update the database
Execute Logic
WORKFLOW MESSAGES
MESSAGES BUILDING
Technology behind is text substitution
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Email Notification / Work Centre
Detailed Information,
Orders, Amounts
Comments captured during an Approval, Rejection
Header Info: Business Unit
/MCU (...)
EMAIL INTERNAL / EXTERNAL
EMPLOYEE / VENDOR / CLIENT EMAIL
Setup email per Address Book
Internal or External Email
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ROUTING MESSAGES
BUILD MESSAGE ROUTING USING DISTRIBUTION LISTS
Using specific fields
Concatenate multiple fields
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Document Type
•Sales Order
•Work Order
•Purchase Order
Business Unit
•MCU
•MMCU
Category Code
•Any Category Code
DISTRIBUTION LIST CONFIGURATION
DISTRIBUTION LISTS
Concatenate multiple fields to segregate a GROUP
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ADD MEMBERS TO A DISTRIBUTION LIST
DISTRIBUTION LISTS
Any number of Members in the Distribution List
For Approvals, any member of the list can approve or all members shouldapprove a transaction
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Amount Approvals using brackets
DISTRIBUTION LISTS
Hierarchical amount approvals
First Response approval
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Approval Process
Approvals
Message can include Category Codes, Objects Media, Text
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• Process
• Document
APPROVE
• Reason
• Media Object
REJECT• Text
• Commentary
NOTIFICATION
MESSAGE TEXT
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Business Case: Work Order
Work Order Creation• Create a Work Order
• Dispatch Message
• Status is PENDING APPROVAL
• Member can approve or reject the Work Order
• Type the reason why is rejecting the Work Order
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Create Work Order
Approval Process
Change Status
Business Case: Create a Work Order
Work Order
• Status is set up *M = Pending Approval
• User cannot change the status manually
• Message had been dispatched to the Distribution List using Document Type,Type of Work Order and Custom Category Code
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Message on Work Center or Email
User Approval
• Work Center
• Email link
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Approve or Reject
User Approval Media Object
• Text
• Category Code Classification
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Approve or Reject
User Approval Media Object
• Text
• Category Code Classification
• Reason text is received in Work Center and Email.
• In the email, reason is attached to the email
Reason Media Object
Media Object in Work Center
Work Flow Tracking
Complex Applications
OBJECTIVE
• Send a Workflow Message to a Distribution List when specific conditions
happens in the system.
• Samples: Orders had been completed, dispatched
• Can integrate external users: customers, vendors.
Complex Applications
Additional Features
Administrators
• Can deactivate activate cancel any Work Flow Process
• Respond to Work Flow Messages
• Trace a transaction’s history
Other Features
• Delegation feature
• Escalation feature
Pending Approvals Inquiry Appl
Workflow Pending Approvals Inquiry
Pending Approvals Inquiry Application
More Work Order information
Pending Approvals Inquiry Application
Part List is displayed when clicking the Work Order number
Contact Premier GroupSergio Vargas
Sr. Technical Consultant
Premier Group
5201 Blue Lagoon Drive
5th Floor - Suite 560
Miami, FL 33126
Telephone +1-305-567-3188