Contents

List of Figures

Title and Copyright Information

Preface

• Audience
• Oracle Products
• JD Edwards EnterpriseOne Application Fundamentals
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction to JD Edwards EnterpriseOne Integration with Primavera Contract Management

• 1.1 Understanding Contract Management Business Processes
  • 1.1.1 Projects, Cost Codes, and Budgeted Contracts
  • 1.1.2 Purchase Orders
  • 1.1.3 Progress Payments
  • 1.1.4 Change Requests
  • 1.1.5 Relationship with the P6 Integration Process
• 1.2 Understanding the Technical Requirements for the Integration
  • 1.2.1 Release Levels and Required Updates
  • 1.2.2 Additional Sources of Information
  • 1.2.3 Data Extraction and Import
  • 1.2.4 Automated and Manual File Transfer
• 1.3 Understanding the Contract Management Integration Workbench
• 1.4 Solution Assumptions and Constraints

2 Setting Up the Contract Management Integration

• 2.1 Understanding Integration Setup
• 2.2 Setting Up FTP Processing
  • 2.2.1 Understanding FTP Setup
  • 2.2.2 Forms Used to Set Up FTP Processing
  • 2.2.3 Setting Up the Standard Directory Structure
  • 2.2.4 Configuring Scripts
  • 2.2.5 Setting Up IBM i on IBM Power Systems Information for FTP Processing
• 2.3 Setting Up Manual File Transfer Information
• 2.4 Setting Up Currency Code Information
  • 2.4.1 Forms Used to Enter Currency Code Exceptions
  • 2.4.2 Entering Currency Code Exceptions
• 2.5 Setting Up Next Numbers

3 Using the Contract Management Integration Workbench

• 3.1 Understanding the Contract Management Integration Workbench
• 3.2 Running Data Extract and Import Programs from the Workbench
  • 3.2.1 Forms Used to Run Data Extract and Import Programs
  • 3.2.2 Setting Processing Options for the Contract Management Integration Workbench Program (P51010)
    • 3.2.2.1 Process Tab
  • 3.2.3 Running EnterpriseOne Data Extract and Import Programs
• 3.3 Executing FTP Scripts Using the Workbench
  • 3.3.1 Forms Used to Send XML Files to Contract Manager
  • 3.3.2 Sending XML Files to Contract Management
• 3.4 Reviewing and Revising Status and Cross Reference Information
  • 3.4.1 Forms Used to Review and Revise Status and Cross Reference Information
  • 3.4.2 Reviewing and Revising Status Information
  • 3.4.3 Reviewing and Revising Cross Reference Information

4 Synchronizing Project Data

• 4.1 Understanding the Project Synchronization Process
• 4.2 Project Integration Assumptions and Constraints
• 4.3 Running Project Data Extract Programs
  • 4.3.1 Setting Processing Options for the Cost Codes and Original Budgets for Contract Management Program (R51901CMD)
    • 4.3.1.1 Process Tab
  • 4.3.2 Setting Processing Options for the Project and Contract Header for Contract Management Program (R51006CMD)
    • 4.3.2.1 Process Tab
    • 4.3.2.2 File Transfer Tab
• 4.4 Importing Project Data into Contract Management
  • 4.4.1 Importing Project Data into Contract Management

5 Synchronizing Purchase Order (Contract) Data

• 5.1 Understanding the Purchase Order Flow
• 5.2 Purchase Order Integration Assumptions and Constraints
• 5.3 Running Purchase Order Data Extract Programs
  • 5.3.1 Setting Processing Options for the Purchase Order Extract Program (R4310CMD)
    • 5.3.1.1 Process Tab
    • 5.3.1.2 File Transfer Tab
• 5.4 Importing Contract Data into Contract Management
  • 5.4.1 Importing Contract Data into Contract Management

6 Generating Progress Payments

• 6.1 Understanding the Progress Payment Integration
  • 6.1.1 Generating Subsequent Requisitions for a Committed Contract
• 6.2 Progress Payment Integration Assumptions and Constraints
• 6.3 Exporting and Importing Contract Management Requisition Data
  • 6.3.1 Exporting Requisition Data from Contract Management
  • 6.3.2 Importing Payment Data into Contract Management
• 6.4 Running Progress Payment Data Extract and Import Programs
  • 6.4.1 Setting Processing Options for the Process Progress Payments from Contract Management Program (R4314CM)
    • 6.4.1.1 Process Tab
    • 6.4.1.2 Versions Tab
  • 6.4.2 Setting Processing Options for the E1 to CM Requisition Extract Program (R0413CMD)
    • 6.4.2.1 File Transfer Tab
    • 6.4.2.2 Process Tab

7 Processing Change Requests

• 7.1 Understanding the Change Request Integration Process
  • 7.1.1 Status Codes
  • 7.1.2 Allocating Costs on a Change Order in Contract Management
• 7.2 Change Request Integration Assumptions and Constraints
• 7.3 Defining Change Request Status Codes
  • 7.3.1 Forms Used to Define Change Request Status Codes
  • 7.3.2 Defining Change Request Status Codes
• 7.4 Running Change Request Data Extract and Import Programs
  • 7.4.1 Setting Processing Options for the E1 to CM Change Request Export Program (R5301CMD)
    • 7.4.1.1 Process Tab
    • 7.4.1.2 File Transfer Tab
  • 7.4.2 Setting Processing Options for the CM to E1 Process Change Request program (R5310CMI)
    • 7.4.2.1 Defaults Tab
    • 7.4.2.2 File Transfer Tab
    • 7.4.2.3 Versions Tab
• 7.5 Importing and Exporting Change Order Data in Contract Management
  • 7.5.1 Exporting Change Order Data from Contract Management
  • 7.5.2 Importing Change Data into Contract Management

Glossary

Index