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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions and Screen Images
1
Introduction to JD Edwards EnterpriseOne Requisition Self Service
1.1
JD Edwards EnterpriseOne Requisition Self Service Overview
1.1.1
Using JD Edwards EnterpriseOne Requisition Self Service with the Collaborative Portal
1.2
JD Edwards EnterpriseOne Requisition Self Service Business Process
1.3
JD Edwards EnterpriseOne Requisition Self Service Integrations
1.3.1
JD Edwards EnterpriseOne Inventory Management
1.3.2
JD Edwards EnterpriseOne Address Book
1.3.3
JD Edwards EnterpriseOne Procurement
1.3.4
JD Edwards EnterpriseOne Advanced Pricing
1.3.5
JD Edwards EnterpriseOne Accounts Payable
1.3.6
JD Edwards EnterpriseOne General Accounting
1.4
JD Edwards EnterpriseOne Requisition Self Service Implementation
1.4.1
Installation Steps for the JD Edwards EnterpriseOne Collaborative Portal
1.4.2
Global Implementation Steps
1.4.3
Core Implementation Steps
1.5
Business Interface Integration Objects
2
Setting Up the Requisition Self Service System
2.1
Setting Up Next Numbers for the Requisition Self Service System
2.1.1
Understanding Next Numbers for Requisition Self Service
2.1.2
Form Used to Set Up Next Numbers for Requisition Self Service
2.1.3
Setting Up Next Numbers for Requisition Self Service
2.2
Setting Up AAIs for the Requisition Self Service System
2.2.1
Understanding the AAIs for the Requisition Self Service System
3
Setting Up Direct Connect and Purchase Order Dispatch
3.1
Understanding Direct Connect and PO Dispatch
3.2
Understanding Network Security and Direct Connect
3.3
Understanding Business Services for Direct Connect and PO Dispatch
3.3.1
Transferring Additional Vendor Data
3.3.2
Direct Connect Authentication Processor Business Service (J43E0010)
3.3.2.1
Setup Considerations
3.3.2.2
Transformer Information
3.3.2.3
Implementation Details
3.3.3
Shopping Cart Processor Business Service (J43E0020)
3.3.3.1
Setup Considerations
3.3.3.2
Transformer Information
3.3.3.3
Implementation Details
3.3.4
PO Dispatch Processor Business Service (J43E0030)
3.3.4.1
Setup Considerations
3.3.4.2
Transformer Information
3.3.4.3
Implementation Details
3.4
Setting Up the System for Direct Connect and PO Dispatch
3.4.1
Understanding the Setup for Direct Connect and PO Dispatch
3.4.1.1
JDENET Messages
3.4.1.2
User-Defined Codes for Direct Connect and PO Dispatch
3.4.1.3
Transformer Document File Paths
3.4.1.4
Cross-Reference Data
3.4.2
Prerequisite
3.4.3
Forms Used to Set Up Direct Connect and PO Dispatch
3.4.4
Setting Up Transformer Document File Path Names
3.4.5
Edit Transformer File Path Names
3.4.6
Verifying Cross Reference Object Type Setup
3.4.7
Setting Up Business Service Properties to Specify Supplier Application IDs
3.4.8
Entering Cross Reference Data for Supplier Application IDs
3.5
Setting Up Additional Information for PO Dispatch
3.5.1
Understanding Additional Setup for PO Dispatch
3.5.2
Forms Used to Set Up Additional Information for PO Dispatch
3.5.3
Setting Processing Options for Purchase Order XPI program (P43XPI)
3.5.3.1
Order Statuses
3.5.3.2
Versions
3.5.3.3
Receipts
3.5.3.4
Voucher Match
3.5.4
Setting Up Call Abstraction
3.5.5
Setting Up Document Type OP
3.6
Setting Up Suppliers for Direct Connect and PO Dispatch
3.6.1
Understanding Direct Connect and PO Dispatch Information for Suppliers
3.6.2
Form Used to Set Up Direct Connect Information for Suppliers
3.6.3
Enter the Send Method for Suppliers
3.6.4
Setting Up Direct Connect Information for Suppliers
3.6.4.1
Authentication
3.6.4.2
XML Communication Document
3.6.4.3
MAC Credentials
3.6.4.4
Set Up Extrinsic Information
4
Setting Up the Commodity Structure
4.1
Understanding the Commodity Structure
4.2
Setting Up the Commodity Structure
4.2.1
Understanding the Commodity Structure Program
4.2.2
Understanding Commodity Relationships
4.2.2.1
Item Number
4.2.2.2
UNSPSC Code
4.2.2.3
Suppliers
4.2.2.4
Suppliers' Commodity Codes
4.2.2.5
G/L Account Number
4.2.3
Understanding the Populate F4311 Commodity/UNSPSC Program
4.2.4
Forms Used to Set Up the Commodity Structure
4.2.5
Adding A Commodity
4.2.6
Entering an Item Number
4.2.7
Entering a UNSPSC Code
4.2.8
Setting Up UNSPSC Code and Commodity Code Relationships
4.2.9
Entering a Supplier Relationship for the Commodity
4.2.10
Entering a Supplier's Commodity Code
4.2.11
Entering a G/L Account Number
4.2.12
Setting Up a UNSPSC Code for an Account Number
4.2.13
Running the Populate F4311 Commodity/UNSPSC Program
4.3
Setting Up the UNSPSC Code Descriptions
4.3.1
Understanding the UNSPSC Code Description Definition
4.3.2
Forms Used to Define the UNSPSC Code Description
4.3.3
Defining UNSPSC Code Descriptions
4.3.4
Defining Alternate Descriptions for UNSPSC Code
5
Setting Up Requisition Approval Workflow
5.1
Understanding Requisition Approval Workflow Setup
5.1.1
Escalation for Requisition Approval Workflow
5.2
Setting Up Approval Authority Constants
5.2.1
Understanding Approval Authority Constants
5.2.2
Form Used to Set Up Approval Authority Constants
5.2.3
Setting Up Approval Authority Constants
5.3
Setting Up Approval Authority
5.3.1
Understanding Approval Authority
5.3.1.1
Manage Single Recipient
5.3.1.2
Manage Distribution List
5.3.2
Understanding Employee Groups
5.3.3
Prerequisites
5.3.4
Forms Used to Set Up Approval Authority
5.3.5
Setting Processing Options for Approval Authority (P43E09A)
5.3.6
Setting Up Approval Authority for a Single Approver
5.3.7
Setting Up Approval Authority for a Distribution List
5.3.7.1
Distribution List
5.4
Setting Up Escalation for the Workflow Process
5.4.1
Understanding the Workflow Process for Requisition Self Service
5.4.2
Understanding Escalation for Workflow Processes
5.4.3
Activating Escalation for the APPROVEMSG Message Task
5.4.4
Setting Up the To Recipient Event Rule
5.4.5
Setting Up the Cc Recipient Event Rule
5.4.6
Setting Up the Bcc Recipient Event Rule
5.4.7
Setting Up the Mailbox Event Rule
5.4.8
Setting Up the Subject Event Rule
5.4.9
Setting Up the Text Event Rule
5.4.10
Setting Up the Shortcut Event Rule
5.4.11
Setting Up the Message Event Rule
5.4.12
Setting Up the Media Object Name and Media Object Key Event Rules
5.4.13
Validating the Workflow
6
Setting Up Delegation Information
6.1
Understanding Delegation Entry
6.2
Entering and Maintaining Delegation Records
6.2.1
Forms Used to Enter and Maintain Delegation Records
6.2.2
Entering Delegation Records
6.2.3
Editing and Deactivating Delegation Records
6.2.4
Copying Delegation Records
6.2.5
Deleting Delegation Records
7
Entering Requisitions
7.1
Understanding Requisition Entry
7.1.1
Requisition Entry With Delegation
7.1.2
Using Direct Connect
7.1.3
Budget Checking and Commitments
7.1.4
Common Elements Used in This Section
7.2
Understanding the Requisition Entry Business Function Application
7.3
Entering a Requisition Using the Shopping Cart Program
7.3.1
Understanding the Shopping Cart Program
7.3.2
Prerequisites
7.3.3
Forms Used to Enter Requisitions by Using the Shopping Cart Program
7.3.4
Setting Processing Options for Requisition Entry Business Function Application (P43E0001)
7.3.4.1
Defaults
7.3.4.2
Processing
7.3.4.3
Budget
7.3.5
Setting Processing Options for Shopping Cart (P43E25)
7.3.5.1
Versions
7.3.6
Entering Requisitions Using the Shopping Cart Program
7.4
Entering Requisitions by Using the Requisition Entry Program
7.4.1
Understanding the Requisition Entry Program
7.4.2
Understanding G/L Class Code Assignment
7.4.3
Prerequisites
7.4.4
Forms Used to Enter Requisitions by Using the Requisition Entry Program
7.4.5
Setting Processing Options for Requisition Entry (P43E10)
7.4.5.1
Display
7.4.5.2
Versions
7.4.6
Entering Requisitions by Using Requisition Entry
7.4.7
Entering Requisition Details
8
Reviewing and Approving Requisitions
8.1
Reviewing and Revising Requisitions
8.1.1
Understanding Reviewing and Revising Requisitions
8.1.2
Mobile Enterprise Applications for Requisition Self Service (Release 9.1 Update)
8.1.3
Forms Used to Review and Revise Requisitions
8.1.4
Setting Processing Options for Requisition Inquiry (P43E15)
8.1.4.1
Defaults
8.1.4.2
Display
8.1.4.3
Versions
8.1.5
Reviewing Requisitions
8.1.6
Reviewing Requisition Details
8.2
Approving and Rejecting Requisitions
8.2.1
Understanding Requisition Approval and Rejection
8.2.2
Understanding Approval for Over-Budget Requisitions
8.2.3
Forms Used to Approve and Reject Requisitions
8.2.4
Setting Processing Options for Approve Requisitions Over Budget (P43E070)
8.2.4.1
Defaults
8.2.4.2
Versions
8.2.5
Approving and Rejecting Requisitions
8.2.6
Approving Over-Budget Requisitions
9
Creating Purchase Orders
9.1
Understanding Purchase Order Creation
9.1.1
Using Purchase Order Dispatch
9.2
Creating Purchase Orders Manually
9.2.1
Understanding the Requisition Expeditor Program
9.2.2
Forms Used to Expedite Requisitions
9.2.3
Setting Processing Options for Requisition Expeditor (P43E060)
9.2.3.1
Defaults
9.2.3.2
Process
9.2.3.3
Versions
9.2.4
Revising Requisition Headers
9.2.5
Revising Requisition Lines
9.2.6
Viewing Account Distribution
9.2.7
Creating Purchase Orders
9.3
Creating Purchase Orders Using a Batch Program
9.3.1
Understanding the Batch Requisition Consolidation Program
9.3.2
Running the Batch Requisition Consolidation Program
9.3.3
Setting Processing Options for Batch Requisition Consolidation (R43E060)
9.3.3.1
Defaults
9.3.3.2
2. Process
9.3.3.3
Versions
9.4
Dispatching Purchase Orders using PO Dispatch
9.4.1
Understanding the PO Dispatch process
9.4.2
Forms Used to Dispatch Purchase Orders using PO Dispatch
9.4.3
Dispatching Purchase Orders
9.4.4
Running the Purchase Order Print Program (R43500)
9.4.5
Reviewing and Reprocessing Service Errors for PO Dispatch
9.4.6
Running the Services Error Recovery Program (R0045)
10
Receiving Requisitions and Reversing Receipts
10.1
Receiving Requisitions
10.1.1
Understanding the Desktop Receiving Program
10.1.2
Prerequisite
10.1.3
Forms Used to Receive Requisitions
10.1.4
Setting Processing Options for Desktop Receiving (P43E20)
10.1.4.1
Display
10.1.4.2
Versions
10.1.5
Receiving Requisitions
10.2
Reversing Receipts
10.2.1
Understanding Receipt Reversal
10.2.2
Forms Used to Reverse Receipts
10.2.3
Setting Processing Options for Requisition Receipt Inquiry (P43E214)
10.2.3.1
Display
10.2.3.2
Versions
10.2.4
Reversing Receipts
A
Delivered Workflow for JD Edwards EnterpriseOne Requisition Self Service
A.1
Delivered Workflow for JD Edwards EnterpriseOne Requisition Self Service
A.1.1
Requisition Self Service Approvals
A.1.1.1
Description
A.1.1.2
Workflow Objects
B
Tables Used by the JD Edwards EnterpriseOne Requisition Self Service System
B.1
Requisition Self Service Tables
Index
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