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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 Supplier Relationship Management Collaboration
1.1
JD Edwards EnterpriseOne SRMC Overview
1.2
JD Edwards EnterpriseOne SRMC Business Processes
1.3
JD Edwards EnterpriseOne SRMC Implementation
1.3.1
Installation Steps for the JD Edwards EnterpriseOne Collaborative Portal
1.3.2
SRMC Implementation Steps
2
Setting Up Supplier Self-Service and Buyer Workspace in JD Edwards EnterpriseOne
2.1
Setting Up Common Fields for Supplier Self-Service and Buyer Workspace
2.1.1
Setting Up Common User-Defined Codes for Supplier Self-Service and Buyer Workspace
2.1.1.1
Self Service Order Types (43/OT)
2.1.2
Setting Up Versions for Supplier Self-Service
2.2
Setting Up Purchase Order Acknowledgement and Change Approvals
2.2.1
Understanding Purchase Order Acknowledgement and Change Approvals
2.2.1.1
Line Splits
2.2.1.2
Approval of Changes to Purchase Orders
2.2.2
Forms Used to Set Up Purchase Order Acknowledgement and Change Approvals
2.2.3
Setting Up User-Defined Codes for Purchase Order Acknowledgement
2.2.3.1
Acknowledge Header Sort Option (43/AH)
2.2.3.2
Filter Date Search SRM (43/DS)
2.2.3.3
Filter Acknowledge Status (43/AS)
2.2.3.4
Acknowledgement Detail Sort Op (43/AQ)
2.2.3.5
Order Statuses (43/OS)
2.2.3.6
Activity/Status Codes (40/AT) (Release 9.1 Update)
2.2.4
Setting Up Order Activity Rules for Purchase Order Acknowledgement (Release 9.1 Update)
2.2.4.1
Order Processing Cycle
2.2.5
Setting Up Tolerance Rules for Purchase Order Acknowledgement Change Approvals
2.2.6
Setting Up Date Tolerances for Purchase Order Acknowledgement Change Approvals
2.2.7
Setting Up a Buyer Distribution List
2.2.8
Setting Up Workflow Queue Properties
2.2.9
Setting Processing Options for SRM - PO Acknowledgement (P43S01)
2.2.9.1
Defaults
2.2.9.2
Display
2.2.9.3
Versions
2.3
Setting Up Purchase Order Shipment Notification
2.3.1
Understanding Shipment Notifications
2.3.2
Setting Up User-Defined Codes for Shipment Notifications
2.3.2.1
Date Selection (43S/DS)
2.3.2.2
Receipt Detail Sort (43/RD)
2.3.2.3
Receipt Header Sort (43/RH)
2.3.3
Setting Processing Options for Self-Service - Purchase Order Receipts (P4312S)
2.3.3.1
(BRA) Display
2.3.3.2
Processing
2.3.3.3
Change Notification
2.3.3.4
Versions
2.3.4
Setting Selected Processing Options for PO Receipts (P4312)
2.3.4.1
Status Default
2.3.4.2
Process
2.4
Setting Up Receipt Routing
2.4.1
Understanding Receipt Routing
2.4.2
Prerequisite
2.4.3
Setting Up User-Defined Codes for Receipt Routing
2.4.3.1
Movement Detail Sort Options (43/OD)
2.4.3.2
Movement Header Sort Options (43/OH)
2.4.3.3
Self-Service Movement Steps (43/MS)
2.4.4
Setting Processing Options for Self-Service - Movement in Routing (P43250SS)
2.4.4.1
Defaults
2.4.4.2
Processing
2.4.4.3
Versions
2.5
Setting Up Purchase Order Inquiry
2.5.1
Understanding Purchase Order Inquiry
2.5.2
Setting Up User-Defined Codes for Purchase Order Inquiry
2.5.2.1
PO Inquiry Status Meaning (43S/IS)
2.5.2.2
PO Inquiry Search Dates (43S/ID)
2.5.2.3
PO Inquiry View Status (43S/IV)
2.5.2.4
PO Inquiry Sort Options (43/IQ)
2.5.3
Setting Processing Options for SRM - PO Inquiry (P43S05)
2.5.3.1
Default
2.5.3.2
Display
2.5.3.3
Versions
2.6
Setting Up Inventory Inquiry
2.6.1
Understanding Inventory Inquiry
2.6.2
Setting Processing Options for Self-Service - Inventory Information Inquiry (P41204)
2.6.2.1
Defaults
2.6.2.2
Process
2.7
Setting Up Receipt Inquiry
2.7.1
Understanding Receipt Inquiry
2.7.2
Setting Up User-Defined Codes for Receipt Inquiry
2.7.2.1
Receipt Inquiry Search Dates (43S/RD)
2.7.2.2
Receipt Inquiry Status (43S/RS)
2.7.2.3
Receipt Inquiry Sort Options (43/RQ)
2.7.3
Setting Processing Options for SRM - Receipt Inquiry (P43121SS)
2.7.3.1
Display
2.7.3.2
Versions
2.8
Setting Up Payment Inquiry
2.8.1
Understanding Payment Inquiry
2.8.2
Setting Up User-Defined Codes for Payment Inquiry
2.8.2.1
A/P Self-Service Filter Option (04/SF)
2.8.2.2
Self-Service A/P Sort Option (04/SO)
2.8.3
Setting Processing Options for Self-Service - Supplier Payment Inquiry (P04111)
2.8.3.1
Default
2.8.4
Setting Processing Options for Self Service - Purchase Order Inquiry (P4310SS)
2.8.4.1
Default
2.8.4.2
Process
2.8.4.3
Display
2.8.4.4
Versions
2.9
Setting Up Supplier Release Scheduling
2.9.1
Understanding Supplier Release Schedules
2.9.2
Prerequisite
2.9.3
Setting Processing Options for Supplier Schedule Revisions (P34301)
2.9.3.1
Versions
2.9.3.2
Defaults
2.9.3.3
Status Update
2.9.4
Setting Processing Options for Adhoc Schedule Revisions (P34302)
2.9.4.1
Defaults
3
Configuring the SRM Portlet Using the Configuration Wizard
3.1
Understanding the SRM Portlet
3.1.1
Supplier Self-Service and Buyer Workspace
3.2
Configuring the Portlet
3.2.1
Understanding the Configuration Wizard
3.2.2
Forms Used to Configure the Portlet
3.2.3
Setting Up Portlet Preferences
3.2.4
Configuring Alerts
3.2.5
Selecting Alerts
3.2.6
Defining Alert Parameters
3.2.6.1
Adhoc Schedule Advanced Search
3.2.6.2
Adhoc Schedule Committed Not Equal Planned
3.2.6.3
Adhoc Schedule No Response From Supplier in x days
3.2.6.4
Blanket Schedule Advanced Search
3.2.6.5
Blanket Schedule Committed Not Equal Planned
3.2.6.6
Blanket Schedule Committed Quantity decreased from previously Committed Quantity
3.2.6.7
Blanket Schedule No Response From Supplier in x Days
3.2.6.8
Blanket Schedule Planned Quantity Changed from previously generated Planned Quantity
3.2.6.9
Demand Greater Than Capacity
3.2.6.10
Inventory Advanced Search
3.2.6.11
Movement In Route Advanced Search
3.2.6.12
PO Acknowledgements Advanced Search
3.2.6.13
PO Awaiting Shipment Advanced Search
3.2.6.14
Purchase Orders Advanced Search
3.2.6.15
Purchase Orders At Route Step
3.2.6.16
Purchase Orders At Route Step More Than x Days
3.2.6.17
Purchase Orders At Status
3.2.6.18
Purchase Orders Awaiting Acknowledge
3.2.6.19
Purchase Orders Awaiting Acknowledgement Next x Days
3.2.6.20
Purchase Orders Awaiting Acknowledgement Past Due
3.2.6.21
Purchase Orders Awaiting Shipment
3.2.6.22
Purchase Orders Awaiting Shipment Next X Days
3.2.6.23
Purchase Orders Awaiting Shipment Past Due
3.2.6.24
Purchase Orders Next x Days
3.2.6.25
Purchase Orders On Hold
3.2.6.26
Purchase Orders Past Date
3.2.6.27
Search for Payment Information
3.2.6.28
Search for Receipt Lines
3.2.6.29
View Kanban Capacity
4
Processing the Procurement Cycle
4.1
Understanding the Procurement Cycle
4.2
Acknowledging Purchase Orders
4.2.1
Understanding Purchase Order Acknowledgment
4.2.1.1
Split Lines
4.2.1.2
Acknowledgement Change Approval
4.2.2
Forms Used to Acknowledge Purchase Orders
4.2.3
Reviewing Purchase Orders Awaiting Acknowledgement
4.2.4
Submit Purchase Order Acknowledgements
4.2.5
Splitting Purchase Order Lines
4.2.6
Approving Supplier Changes
4.3
Processing Shipment Notifications and Receipt Routing
4.3.1
Understanding Shipment Notifications and Receipt Routing
4.3.1.1
Movement in Route
4.3.2
Forms Used to Process Shipment Notifications and Receipt Routing
4.3.3
Sending a Shipment Notification
4.3.4
Revising Shipment Details
4.3.5
Advancing the Routing of a Shipment
4.3.6
Editing Movement Details
4.4
Reviewing Inventory Information
4.4.1
Understanding the Review of Inventory Information
4.4.2
Forms Used to Review Inventory Information
4.5
Reviewing Purchase Order Information
4.5.1
Understanding the Review Purchase Order Information
4.5.2
Forms Used to Review Order Information
4.6
Reviewing Receipt Information
4.6.1
Understanding the Review of Receipt Information
4.6.2
Forms Used to Review Receipt Information
4.7
Reviewing Payment Information
4.7.1
Understanding the Review of Payment Information
4.7.2
Forms Used to Review Payment Information
5
Managing the Lean Procurement Process in the SRM Portlet
5.1
Understanding Lean Procurement within the SRM Portlet
5.2
Processing Supplier Release Schedules Using the SRM Portlet
5.2.1
Understanding Supplier Release Schedules within the SRM Portlet
5.2.1.1
Blanket Schedule Revisions
5.2.1.2
Ad Hoc Schedule Revisions
5.2.2
Common Fields Used in this Section
5.2.3
Forms Used to Process Supplier Release Schedules within the SRM Portlet
5.2.4
Revising Quantities for a Blanket Schedule
5.2.5
Adding an Ad Hoc Schedule
5.2.6
Revising Quantities for an Ad Hoc Schedule
5.3
Processing Kanbans Using the SRM Portlet
5.3.1
Understanding Kanban Processing using the SRM Portlet
5.3.1.1
Setting Up the SRM Portlet for Kanban Processing
5.3.1.2
Viewing Kanban Capacity
5.3.1.3
Kanban Orders and Supplier Release Scheduling
5.3.2
Forms Used to Review Kanban Capacity in the SRM Portlet
A
Self-Service Programs
A.1
Understanding Supplier Self-Service Programs
A.2
Setting Processing Options for Supplier Self-Service Programs
A.2.1
Setting Processing Options for Self Service Quote Response Entry (P4334SS)
A.2.1.1
Defaults
A.2.1.2
Display
A.2.1.3
Process
A.2.2
Setting Processing Options for Self-Service Supplier Analysis Summary (P43230SA)
A.2.2.1
Display
A.2.2.2
Process
A.2.2.3
Default
A.2.2.4
Delivery
A.2.2.5
Quality
A.2.2.6
Cost
Index
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