Configuring the SRM Portlet Using the Configuration Wizard

This chapter provides an overview of the Supplier Relationship Management (SRM) portlet and discusses how to:

Configure the portlet.
Edit the portlet.

Understanding the SRM Portlet

The SRM Configurable Portlet provides a fully configurable shell portlet that you can easily change without Java programming. You can select the queries to display in the portlet at runtime using a wizard interface.

The SRMPortlet.war file includes an empty SRM portlet to use as a template for individual instances of the implementation portlets. To implement the portlet, complete these steps:

Create a new instance by copying the shipped portlet using the standard features of the portlet administration.
Assign permissions for users and place the portlet into a page.
Configure the portlet to communicate with JD Edwards EnterpriseOne and to specify the queries that you want to include in the portlet.

Supplier Self-Service and Buyer Workspace

It is recommended that you create a page that contains portlets for suppliers and another page that contains portlets for buyers. All supplier applications are available to the buyer, so that the buyer can perform an action on behalf of a supplier if the need arises. The supplier however, cannot perform buyer tasks.

The following screen is an example of a page that has been set up for a buyer:

Buyer Briefing page

On this page, each of the portlets (PO Acknowledgement - Buyer, SRS - Buyer, and so on), is a copy of the SRM portlet, except for the OET Work Center portlet. Each copy of the portlet has been assigned a name that appears in the dark blue bar. Each portlet has been configured to include different alerts and those alerts have been configured in some cases to use customized descriptions.

Configuring the Portlet

This section provides an overview of the configure wizard and discusses how to:

Select alerts.
Add alert parameters.

Understanding the Configure Wizard

You must configure each instance of the portlet to communicate with JD Edwards EnterpriseOne. You also configure the portlet to specify which alerts and tasks to display and to set up specific aspects of each task and alert, such as which version of the called program to use, whether the alert is used by the buyer or supplier, and the data that the alert or task displays.

You only need to configure each portlet instance once for all users. An individual with appropriate administrative rights must configure the portlet.

Note. You must advance through all steps of the configure wizard and click Done on the last step to save any changes you have made to the configuration.

Pages Used to Configure the Portlet

Form Name	FormID	Navigation	Usage
Supplier Relationship Management Portlet Choice	N/A	Click .	Specify whether to create a new portlet or to select an existing portlet.
Select Alerts	N/A	Select Create a New Portlet and then click Next on the Supplier Relationship Management Portlet Choice page.	Select the queries to include in the selected incidence of the SRM portlet.
Configure Alert Parameters	N/A	Click Next on the Select Alerts page.	Configure the alerts that you selected.
Add Permissions	N/A	Click Next on the Configure Alert Parameters page.	Define permissions to determine the type of access that users have to the portlet.

Selecting Alerts

Access the Select Alerts page.

This table lists the available alerts:

Available Item	Associated Program	Initial Form Displayed
AdHoc Schedule Advanced Search	P34302	W34302B
AdHoc Schedule Committed Not Equal Planned	P34302	W34302A
AdHoc Schedule No Response From Supplier in x days	P34302	W34302A
Blanket Schedule Advanced Search	P34301	W34301A
Blanket Schedule Committed Not Equal Planned	P34301	W34301I
Blanket Schedule Committed Quantity decreased from previously Committed Quantity	P34301	W34301I
Blanket Schedule No Response From Supplier in x days	P34301	W34301I
Blanket Schedule Planned Quantity Changed from previously generated Planned Quantity	P34301	W34301I
Demand Greater Than Capacity	P3019	W3019B
Inventory Advanced Search	P41204	W41204A
Movement In Route Advanced Search	P43250SS	W43250SSC
PO Acknowledgements Advanced Search	P43S01	W43S01D
PO Awaiting Shipment Advanced Search	P4312S	W4312SH
Purchase Orders Advanced Search	P43S05	W43S05C
Purchase Orders At Route Step	P43250SS	W43250SSA
Purchase Orders At Route Step More Than x Days	P43250SS	W43250SSA
Purchase Orders At Status	P43S05	W43S05A
Purchase Orders Awaiting Acknowledge	P43S01	W43S01G
Purchase Orders Awaiting Acknowledgement Next x Days	P43S01	W43S01G
Purchase Orders Awaiting Acknowledgement Past Due	P43S01	W43S01G
Purchase Orders Awaiting Shipment	P4312S	W4312SB
Purchase Orders Awaiting Shipment Next X Days	P4312S	W4312SB
Purchase Orders Awaiting Shipment Past Due	P4312S	W4312SB
Purchase Orders Next x Days	P43S05	W43S05A
Purchase Orders On Hold	P43S05	W43S05A
Purchase Orders Past Date	P43S05	W43S05A
Search for Payment Information	P04111	W04111B
Search for Receipt Lines	P43121SS	W43121SSC
View Kanban Capacity	P3019	W3019B

Note. You can include an available item more than once in the Selected Items list. This action enables you to use two or more versions of an alert with different configurations.

Adding Alert Parameters

Access the Configure Alert Parameters page.

You must select parameters for each of the alerts that you selected. This section discusses the parameters for each of the available alerts.

AdHoc Schedule Advanced Search

Version	Specify the version of the Adhoc Schedule Revisions program (P34302) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role Supplier Release Scheduling	Select the user role for whom you are setting up this alert.

AdHoc Schedule Committed Not Equal Planned

Version	Specify the version of the Adhoc Schedule Revisions program (P34302) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role Supplier Release Scheduling	Select the user role for whom you are setting up this alert.

AdHoc Schedule No Response From Supplier in x days

Version	Specify the version of the Adhoc Schedule Revisions program (P34302) to use.
Alert Label	Enter the text to identify this alert in the portlet.
User Role Supplier Release Scheduling	Select the user role for whom you are setting up this alert.

Blanket Schedule Advanced Search

Version	Specify the version of the Supplier Schedule Revisions program (P34301) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role Supplier Release Scheduling	Select the user role for whom you are setting up this alert.
Blanket Order Document Type	Select the document type for blanket orders. The system stores the values in user-defined code (UDC) table 43/OT.

Blanket Schedule Committed Not Equal Planned

Version	Specify the version of the Supplier Schedule Revisions program (P34301) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role Supplier Release Scheduling	Select the user role for whom you are setting up this alert.
Blanket Order Document Type	Select the document type for blanket orders. The system retrieves values from UDC table 43/OT.

Blanket Schedule Committed Quantity decreased from previously Committed Quantity

Version	Specify the version of the Supplier Schedule Revisions program (P34301) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role Supplier Release Scheduling	Select the user role for whom you are setting up this alert.
Blanket Order Document Type	Select the document type for blanket orders. The system retrieves values from UDC table 43/OT.

Blanket Schedule No Response From Supplier in x days

Version	Specify the version of the Supplier Schedule Revisions program (P34301) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role Supplier Release Scheduling	Select the user role for whom you are setting up this alert.
Blanket Order Document Type	Select the document type for blanket orders. The system retrieves values from UDC table 43/OT.

Blanket Schedule Planned Quantity Changed from previously generated Planned Quantity

Version	Specify the version of the Supplier Schedule Revisions program (P34301) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role Supplier Release Scheduling	Select the user role for whom you are setting up this alert.
Blanket Order Document Type	Select the document type for blanket orders. The system retrieves values from UDC table 43/OT.

Demand Greater Than Capacity

Version	Specify the version of the Kanban Replenishment Capacity program (P3019) to use.
Alert Label	Enter text to identify this alert in the portlet.
Demand Capacity Flag	Select an option to specify whether you want to check for items whose demand is greater than capacity or whose capacity is greater than demand.

Event Responses at Status (Sourcing Bidder Alerts)

Version	Specify the version of the Bidder Workbench program (P43Q40) to use.
Alert Label	Enter text to identify this alert in the portlet
Response Status	Select a response status for which you want to see the alert. For example, select Accepted to view all events for which the event invitation has been accepted.
Portal Sourcing Event Type	Select the type of event for which you want to see the alert. Select either RFx or Request for Information.

Event Responses at Status (Sourcing Buyer Alerts)

Version	Specify the version of the Event Workbench program (P43Q70) to use.
Alert Label	Enter text to identify this alert in the portlet
Response Status	Select a response status for which you want to see the alert. For example, select Accepted to view all events for which the event invitation has been accepted.
Portal Sourcing Event Type	Select the type of event for which you want to see the alert. Select either RFx or Request for Information.

Inventory Advanced Search

Version	Specify the version of the Self-Service - Inventory Information Inquiry program (P41204) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.

Movement In Route Advanced Search

Version	Specify the version of the Self-Service - Movement in Routing program (P43250SS) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.

PO Acknowledgements Advanced Search

Version	Specify the version of the SRM - PO Acknowledgement program (P43S01) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.

PO Awaiting Shipment Advanced Search

Version	Specify the version of the Self-Service - Purchase Order Receipts program (P4312S) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.

Purchase Orders Advanced Search

Version	Specify the version of the SRM - PO Inquiry program (P43S05) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.

Purchase Orders At Route Step

Version	Specify the version of the Self-Service - Movement in Routing program (P43250SS) to use.
Movement Step Options	Select the route step for which you want to review purchase orders. The system retrieves values from UDC table 43/MS.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Document Type	Select the document types for the purchase orders that you want to review. The system retrieves from UDC table 43/OT.

Purchase Orders At Route Step More Than x Days

Version	Specify the version of the Self-Service - Movement in Routing program (P43250SS) to use.
Movement Step Options	Select the route step for which you want to review purchase orders. The system retrieves values from UDC table 43/MS.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Document Type	Select the document types for the purchase orders that you want to apply receipt routing. The system retrieves values from UDC table 43/OT.

Purchase Orders At Status

Version	Specify the version of the SRM - PO Inquiry program (P43S05) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Line Status	Select the line statuses for which you want to be alerted. The system retrieves values from UDC table 43S/IS.
Document Type	Select the document types for which you wanted to be notified that a purchase order line is at the status that is specified in the Line Status option. The system retrieves values from UDC table 43/OT.

Purchase Orders Awaiting Acknowledge

Version	Specify the version of the SRM - PO Acknowledgement program (P43S01) to use.
Acknowledgement Status	Select the status that you want to be applied to the purchase order when it is acknowledged. The system retrieves values from UDC table 40/AT.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Document Type	Select the document types of the purchase orders that are awaiting acknowledgement for which you want to be alerted. The system retrieves values from UDC table 43/OT.

Purchase Orders Awaiting Acknowledgement Next x Days

Version	Specify the version of the SRM - PO Acknowledgement program (P43S01) to use.
Acknowledgement Status	Select the status that you want to apply to the purchase order when it is acknowledged. The system retrieves values from UDC table 40/AT.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Document Type	Select the document types of the purchase orders that are awaiting acknowledgement within the next x days for which you want to be alerted. The system retrieves values from UDC table 43/OT.

Purchase Orders Awaiting Acknowledgement Past Due

Version	Specify the version of the SRM - PO Acknowledgement program (P43S01) to use.
Acknowledgement Status	Select the status that you want to apply to the purchase order when it is acknowledged. The system retrieves values from UDC table 40/AT.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Document Type	Select the document types of the past due purchase orders that are awaiting acknowledgement for which you want to be alerted. The system retrieves values from UDC table 43/OT.

Purchase Orders Awaiting Shipment

Version	Specify the version of the Self-Service - Purchase Order Receipts program (P4312S) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Route Status	Select the route status for purchase orders that are awaiting shipment. The system retrieves values from UDC table 43/OS.
Document Type	Select the document types of the purchase orders that are awaiting shipment for which you want to be alerted. The system retrieves values from UDC table 43/OT.

Purchase Orders Awaiting Shipment Next X Days

Version	Specify the version of the Self-Service - Purchase Order Receipts program (P4312S) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Route Status	Select the route status for purchase orders that are awaiting shipment within the specified number of days. The system retrieves values from UDC table 43/OS.
Document Type	Select the document types of the purchase orders that are awaiting shipment within the next x days for which you want to be alerted. The system retrieves values from UDC table 43/OT.

Purchase Orders Awaiting Shipment Past Due

Version	Specify the version of the Self-Service - Purchase Order Receipts program (P4312S) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Route Status	Select the route status for purchase orders that are past due for shipment but are still awaiting shipment. The system retrieves values from UDC table 43/OS.
Document Type	Select the document types of the past due purchase orders that are awaiting shipment for which you want to be alerted. The system retrieves values from UDC table 43/OT.

Purchase Orders Next x Days

Version	Specify the version of the SRM - PO Inquiry program (P43S05) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Line Status	Select the line statuses for which you want to be alerted. The system retrieves values from UDC table 43S/IS.
Document Type	Select the document types for which you wanted to be notified that a purchase order line is at the status that is specified in the Line Status option. The system retrieves values from UDC table 43/OT.

Purchase Orders On Hold

Version	Specify the version of the SRM - PO Inquiry program (P43S05) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Line Status	Select the line statuses for which you want to be alerted. The system retrieves values from UDC table 43S/IS.
Document Type	Select the document types for which you wanted to be notified that a purchase order line is at the status that is specified in the Line Status option. Values are retrieved from UDC table 43/OT.

Purchase Orders Past Date

Version	Specify the version of the SRM - PO Inquiry program (P43S05) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.
Line Status	Select the line statuses for which you want to be alerted. The system retrieves values from UDC table 43S/IS.
Document Type	Select the document types for which you wanted to be notified that a purchase order line is at the status that is specified in the Line Status option. The system retrieves values from UDC table 43/OT.

Search for Payment Information

Version	Specify the version of the Self-Service - Supplier Payment Inquiry program (P04111) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.

Search for Receipt Lines

Version	Specify the version of the SRM - Receipt Inquiry program (P43121SS) to use.
Alert Label	Enter text to identify this alert in the portlet.
User Role	Select the user role for whom you are setting up this alert.

View Kanban Capacity

Version	Specify the version of the Kanban Replenishment Capacity program (P3019) to use.
Alert Label	Enter text to use to identify this alert in the portlet.

Editing the Portlet

This section provides an overview of the edit wizard and discusses how to edit alert parameters.

Understanding the Edit Wizard

You use the Edit Wizard to specify information for each alert such as the date to use and the number of days to use as the basis for date-sensitive alerts.

Edit settings are specific to each user so users can configure the portlet according to their individual preferences. However, as a result, you must complete the Edit Wizard for each portlet instance and each user.

Some alerts and tasks do not require configuration in the Edit Wizard.

When you edit tasks and alerts that have been configured for the buyer, you have all of the same options that you have when you edit tasks and alerts that have been configured for the supplier. In addition, you can specify a supplier address number so that the task or alert displays only records that are associated with a specific supplier. If you do not specify a supplier number, the buyer can use the task or alert to review records for all suppliers.

Page Used to Edit the Portlet

Form Name	FormID	Navigation	Usage
Configure Alert Parameters	N/A	Click .	Modify portlet definition.

Editing Alert Parameters

Access the Configure Alert Parameters page.

You must select additional parameters for some of the alerts that you selected. This section discusses the parameters for each of the alerts that requires additional parameters.

AdHoc Schedule Committed Not Equal Planned

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Days Thru

Enter the number of days beyond the current date for which you want to display records. The system displays only records whose start date is between the current date and the number of days that you specify beyond the current date.

AdHoc Schedule No Response From Supplier in x days

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Days Thru

Days Response

Enter the number of days represented by the variable x. The system displays ad hoc schedules for which you have received no response within the number of days that you specify.

Blanket Schedule Committed Not Equal Planned

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Days Thru

Blanket Schedule Committed Quantity decreased from previously Committed Quantity

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Days Thru

Blanket Schedule No Response From Supplier in x days

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Days Thru

Days Response

Enter the number of days represented by the variable x. The system displays blanket schedules for which you have received no response within the number of days that you specify.

Blanket Schedule Planned Quantity Changed from previously generated Planned Quantity

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Days Thru

Specify the minimum number of days by which the planned quantity must have changed from the previously generated planned quantity for you to be alerted of the change.

Purchase Orders At Route Step

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Purchase Orders At Route Step More Than x Days

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Days Thru

Enter the number of days represented by the variable x. The system displays purchase orders that have been at a specific route step for more than the number of days that you specify.

Purchase Orders At Status

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Purchase Orders Awaiting Acknowledge

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Purchase Orders Awaiting Acknowledgement Next x Days

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Date Type

Select the date on which you want to base the alert. The system retrieves values from UDC 43/DS.

Days Thru

Enter the number of days that represented by the variable x. The system displays purchase orders that are due to be acknowledged within the number of days that you specify.

Purchase Orders Awaiting Acknowledgement Past Due

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Date Type

Select the date on which you want to base the alert. The system retrieves values from UDC 43/DS.

Days Thru

Specify the number of days past due based on the date that you selected in the Date Type option. The system displays purchase orders that are awaiting acknowledgement for which the current date exceeds the date that you specify in the Date Type option by the number of days you specify in the Days Thru option.

Purchase Orders Awaiting Shipment

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Purchase Orders Awaiting Shipment Next X Days

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Date Type

Select the date on which you want to base the alert. The system retrieves values from UDC 43S/DS.

Days Thru

Enter the number of days that are represented by the variable x. The system displays purchase orders that are awaiting shipment within the number of days that you specify.

Purchase Orders Awaiting Shipment Past Due

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Date Type

Select the date on which you want to base the alert. Values are retrieved from UDC 43S/DS.

Days Thru

Specify the number of days past due based on the date that you selected in the Date Type option. The system displays purchase orders that are awaiting shipment for which the current date exceeds the date you specify in the Date Type option by the number of days you specify in the Days Thru option.

Purchase Orders Next x Days

Date Type

Select the date on which you want to base the alert. The system retrieves values from UDC table 43S/ID.

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Days Thru

Enter the number of days that are represented by the variable x. The system displays purchase orders for which the date you specify in the Date Type option is within the number of days you specify in the Days Thru option.

Purchase Orders On Hold

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Purchase Orders Past Date

Date Type

Select the date on which to base the alert. The system retrieves values from UDC table 43S/ID.

SupplierAddressNumber

Specify the address number for the supplier on whose orders you want to inquire.

Note. The system displays this option only if the alert is configured for the buyer.

Days Thru

Specify the number of days past due based on the date you select in the Date Type option. The system displays purchase orders for which the current date exceeds the date you specify in the Date Type option by the number of days you specify in the Days Thru option.