Jdedwards EnterpriseOne Implementing Workflow
- 1. JDEDWARDS ENTERPRISEONE IMPLEMENTING JD EDWARDS WORKFLOW USERS INTERACTION 1
- 2. JDEDWARDS WORKFLOW INTERACTION What is WORKFLOW: USERS Email - Work BASICS CONCEPTS Centre • Oracle’s JD Edwards EnterpriseOne workflow processes enable you to automate high-volume, paper-based business processes into an emailbased process flow across a network. • Documents, information, and tasks pass from one participant to another for action based on as set of procedural rules. The result is an automated and efficient process with minimal user involvement, which enables you to streamline existing business processes, increase efficiency, and reduce process time. SPECIAL FEATURES • Some features in this presentation were created by Premier and are not present in a standard installation. 2
- 3. WORKFLOW INTERACTION • • Tools for mapping business processes, which might be defined sets of routes, roles, and rules for the movement of documents and tasks Implementation of those business processes through linkages with a company’s computer network, shared databases, and email systems so that information can flow through the organization at a controlled and efficient pace Applications WorkFlow Kernel UBE Figure 1 Workflow Interactions Table Event Rules
- 4. WORKFLOW ACTIONS Acknowledgement or Notification Action Approve, Reject Change a Status, Update the database Execute Logic AUTOMATE BUSINESS PROCESSES The automated process reduces errors and generates less paperwork. Offers you unlimited flexibility to incorporate innovative ideas 4
- 5. WORKFLOW MESSAGES Comments captured during an Approval, Rejection Header Info: Business Unit /MCU (...) Detailed Information, Orders, Amounts Email Notification / Work Centre MESSAGES BUILDING Technology behind is text substitution 5
- 6. EMAIL INTERNAL / EXTERNAL EMPLOYEE / VENDOR / CLIENT EMAIL Setup email per Address Book Internal or External Email 6
- 7. ROUTING MESSAGES Document Type Business Unit Category Code • Sales Order • Work Order • Purchase Order • MCU • MMCU • Any Category Code BUILD MESSAGE ROUTING USING DISTRIBUTION LISTS Using specific fields Concatenate multiple fields 7
- 8. DISTRIBUTION LIST CONFIGURATION DISTRIBUTION LISTS Concatenate multiple fields to segregate a GROUP 8
- 9. 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 should approve a transaction 9
- 10. Amount Approvals using brackets DISTRIBUTION LISTS Hierarchical amount approvals First Response approval 10
- 11. Approval Process • Process • Document APPROVE REJECT • Reason • Media Object • Text • Commentary NOTIFICATION Approvals Message can include Category Codes, Objects Media, Text 11
- 12. MESSAGE TEXT 12
- 13. Business Case: Work Order Create Work Order Approval Process Change Status 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 13
- 14. 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 14
- 15. Message on Work Center or Email User Approval • Work Center • Email link 15
- 16. Approve or Reject User Approval Media Object • Text • Category Code Classification 16
- 17. 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
- 19. Media Object in Work Center
- 21. 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.
- 23. 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
- 24. Pending Approvals Inquiry Appl Workflow Pending Approvals Inquiry
- 25. Pending Approvals Inquiry Application More Work Order information
- 26. Pending Approvals Inquiry Application Part List is displayed when clicking the Work Order number
- 27. Contact Premier Group Sergio Vargas Sr. Technical Consultant Premier Group 5201 Blue Lagoon Drive 5th Floor - Suite 560 Miami, FL 33126 Sergio_vargas@premierway.com Telephone +1-305-567-3188