34 Change Request Approval Mobile Applications

This chapter discusses these topics:

Section 34.1, "Change Request Approval Mobile Applications Overview"
Section 34.2, "Setting Up the Change Request Approval Mobile Applications"
Section 34.3, "Using the Change Request Approval Mobile Tablet Application"
Section 34.4, "Using the Change Request Approval Mobile Tablet Application"

Important Note:

Before using the mobile applications, Oracle strongly recommends that users have a complete understanding of how to approve change requests in the JD Edwards EnterpriseOne base software.

For additional information about the processes and applications associated with the mobile applications discussed in this chapter, see:

Revising and Approving Change Requests, PCOs and COs in the JD Edwards EnterpriseOne Applications Change Management Implementation Guide.

34.1 Change Request Approval Mobile Applications Overview

You use the Change Request Approval mobile applications to view and update the status of change requests, and the line items associated with change requests, that are awaiting approval.

Note:

Depending on your organization's change request approval processes and policies, the Change Request Entry mobile applications might have been set up to allow users to approve change requests. Contact your system administrator to determine which application you should use to approve change requests on a mobile device.

See Chapter 35, "Change Request Entry Mobile Applications"

This table lists the applications that are available to approve change requests:

Type of Application	Additional Information
Base EnterpriseOne Application	Use this application in the JD Edwards EnterpriseOne system to review and update the status of change requests that are awaiting approval: Change Request Entry (P5310)
Tablet Application	Change Request Approval Mobile Tablet Program (M53103) To download the application to your tablet, search on the following text in the application store: JD Edwards CR Approval
Smartphone Application	Change Request Approval Mobile Phone Program (M53104) To download the application to your device, search on the following text in the application store: CR Approval

Type of Application

Additional Information

Base EnterpriseOne Application

Use this application in the JD Edwards EnterpriseOne system to review and update the status of change requests that are awaiting approval:

Change Request Entry (P5310)

Tablet Application

Change Request Approval Mobile Tablet Program (M53103)

To download the application to your tablet, search on the following text in the application store:

JD Edwards CR Approval

Smartphone Application

Change Request Approval Mobile Phone Program (M53104)

To download the application to your device, search on the following text in the application store:

CR Approval

Before using the Change Request Approval tablet or smartphone application, you must set the processing options for both programs.

34.1.1 Differences and Limitations: Change Request Approval

Mobile applications are intended to be a simplified version of the applications that are available in the base software. In most cases, these applications provide a subset of the functionality available in the base software.

Language Support

Additionally, you should be aware of how a user's language preference can affect the search functionality for business unit and branch/plant records. See Section 1.2.2.1, "Language Support for Business Unit and Branch Plant Searches"

34.2 Setting Up the Change Request Approval Mobile Applications

Before using the Change Request Approval mobile applications, you should review and set the processing options.

34.2.1 Setting Processing Options for the Change Request Approval Mobile Tablet Program (M53103)

You use processing options to specify default processing information for a program.

34.2.1.1 Versions

1. Change Request Entry (P5310) Version: Use this processing option to specify the version of the Change Request Entry program (P5310) that the Change Request Approval mobile application uses when processing change request information. If you leave this option blank, the system uses version ZJDE0001.

34.2.2 Setting Processing Options for the Change Request Approval Mobile Phone Program (M53104)

You use processing options to specify default processing information for a program.

34.2.2.1 Versions

1. Change Request Entry (P5310) Version: Use this processing option to specify the version of the Change Request Entry program (P5310) that the Change Request Approval mobile application uses when processing change request information. If you leave this option blank, the system uses version ZJDE0001.

34.3 Using the Change Request Approval Mobile Tablet Application

The Change Request Approval mobile tablet application enables you to review change requests that are awaiting approval, and update the status codes for the change requests and the associated line items.

Before you can use the application, you must download and install the application from the application store on your device.

To open the application, tap the icon and log in.

34.3.1 Approving Change Requests Using a Mobile Tablet

To approve a change request using the Change Request Approval mobile tablet application:

Open the application by tapping the icon on your device, and then log in.

See Chapter 3, "Logging Into Mobile Enterprise Applications"
On the Change Request Approval home screen, enter a description of the change request you want to review and then tap the Search button.

You can enter text strings, individual words, or partial words. The system returns all change requests that contain the entered text in the Description field.
To narrow your search, tap the Filter button. In the Filters screen, complete any of the fields to narrow your search criteria. To continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:
- Takes you to the list of change requests that meet your search criteria.
- Saves the filter values that you entered. The system displays the saved filter values the next time you open the Filters screen.
To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:
- Takes you to the list of change requests associated with the last saved filter values, if applicable.
- Ignores the filter values that you entered, and restores the last saved filter values to the filter fields.
To delete all filter values, tap the Clear button.
When your search is complete, the system returns a list of change requests that meet your criteria, and displays the details for the first change request in the list on the right side of the screen.

To select a different change request, tap on the record in the list on the left side of the screen.

Figure 34-1 Change Request Approval: Header Tab

Description of ''Figure 34-1 Change Request Approval: Header Tab''
To approve the change request at the header level, select the Approved status from the Status Code field on the Header tab, and then click Save.
To review the line items associated with the change request, tap the Details tab.

Figure 34-2 Change Request Approval: Details Tab

Description of ''Figure 34-2 Change Request Approval: Details Tab''
To update the status on any of the line items, tap the Edit Details button at the bottom of the screen.

The system displays a list of the line items on the left of the screen, and the details of the first record on the right side. To update a different line item, tap the record you want to review from the list.

Figure 34-3 Change Request Approval: Detail Line Updates

Description of ''Figure 34-3 Change Request Approval: Detail Line Updates''
Tap the Cost, Revenue, or Subcontract tab, and then update the Status field. Tap the Save button at the top right of the screen when you have finished updating the change request.
To return to the previous screen, tap the Change Requests button at the top left of the screen.
To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.

34.4 Using the Change Request Approval Mobile Tablet Application

Before you can use the application, you must download and install the application from the application store on your device.

To open the application, tap the icon and log in.

34.4.1 Approving Change Requests Using a Mobile Smartphone

To approve a change request using the Change Request Approval mobile smartphone application:

Open the application by tapping the icon on your device, and then log in.

See Chapter 3, "Logging Into Mobile Enterprise Applications"
On the Change Request Approval home screen, enter a description of the change request you want to review and then tap the Search button.

You can enter text strings, individual words, or partial words. The system returns all change requests that contain the entered text in the Description field.
To narrow your search, tap the Filter button. In the Filters screen, complete any of the fields to narrow your search criteria. To continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:
- Takes you to the list of change requests that meet your search criteria.
- Saves the filter values that you entered. The system displays the saved filter values the next time you open the Filters screen.
To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:
- Takes you to the list of change requests associated with the last saved filter values, if applicable.
- Ignores the filter values that you entered, and restores the last saved filter values to the filter fields.
To delete all filter values, tap the Clear button.
When your search is complete, the system returns a list of change requests that meet your criteria.

To select a change request, tap on the record in the list.

Figure 34-4 Change Request Approval Details: Header Tab

Description of ''Figure 34-4 Change Request Approval Details: Header Tab''
To approve the change request at the header level, select the Approved status from the Status Code field on the Header tab, and then click Save.
To review the line items associated with the change request, tap the Details tab.
To review the details for a line item, tap the record. The system brings you to the Line Details screen.

Figure 34-5 Change Request Approval Line Details: Cost Tab

Description of ''Figure 34-5 Change Request Approval Line Details: Cost Tab''
Tap the Cost, Revenue, or Subcontract tab, and then update the Status field. Tap the Save button at the top right of the screen when you have finished updating the change request.
To return to the previous screen, tap the Request button at the top left of the screen.
To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.