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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction to Portals and Portlets
1.1
JD Edwards EnterpriseOne Portal Overview
1.2
JD Edwards EnterpriseOne Portlets Overview
2
Understanding ESS Portlets
2.1
JD Edwards EnterpriseOne HCM Self-Service Overview
2.2
Understanding Self-Service Web Pages and Portlets
2.2.1
HR - Delegates (P05PTLET)
2.2.2
HR - Employee Career (P05PTLET)
2.2.3
HR - Employee Performance Management (P05PTLET)
2.2.4
HR - Enhanced Employee Self Service (P05PTLET)
2.2.5
HR - eRecruit (P05PTLET)
2.2.6
HR - Global Leave Administration (P07PTLET)
2.2.7
HR - Global Leave Approvals (P07PTLET)
2.2.8
HR - Manager Career (P05PTLET)
2.2.9
HR - My Profile (P05PTLET)
2.2.10
HR - My Workforce (P05PTLET)
2.2.11
HR - New Employee (P05PTLET)
2.2.12
HR - Paid Time Off (P05PTLET)
2.2.13
HR - Payment Review (P07PTLET)
2.2.14
HR - Payroll (P07PTLET)
2.2.15
HR - Time Entry (P07PTLET)
3
Understanding HCM Portlets
3.1
Understanding the HCM Portlet
3.1.1
HR - Expiring Certifications (P05114PT)
3.1.2
HR - Headcount (P06401PT)
3.1.3
HR - Health & Safety Cases (P08601PT)
3.1.4
HR - Overtime Report (P0618PTL)
3.1.5
HR - Time Attendance Trends (P07631PT)
3.1.6
HR - Upcoming Reviews (P0522PT)
4
Understanding SRM Portlets
4.1
Understanding the SRM Portlet
4.1.1
Supplier Self-Service Search Portlet (P43S801)
4.1.2
SRM Buyer Portlet (P43Q01SS)
4.1.3
SRM Bidder/Supplier Portlet (P43Q01SS)
4.1.4
Supplier Self-Service and Buyer Workspace
4.2
Configuring the Portlet
4.2.1
Understanding the Configure Wizard
4.2.2
Forms Used to Configure the Portlet
4.2.3
Setting Up Portlet Preferences
4.2.4
Configuring Alerts
4.2.5
Selecting Alerts
4.2.6
Defining Alert Parameters
4.2.6.1
Adhoc Schedule Advanced Search
4.2.6.2
Adhoc Schedule Committed Not Equal Planned
4.2.6.3
Adhoc Schedule No Response From Supplier in x days
4.2.6.4
Blanket Schedule Advanced Search
4.2.6.5
Blanket Schedule Committed Not Equal Planned
4.2.6.6
Blanket Schedule Committed Quantity decreased from previously Committed Quantity
4.2.6.7
Blanket Schedule No Response From Supplier in x Days
4.2.6.8
Blanket Schedule Planned Quantity Changed from previously generated Planned Quantity
4.2.6.9
Demand Greater Than Capacity
4.2.6.10
Inventory Advanced Search
4.2.6.11
Movement In Route Advanced Search
4.2.6.12
PO Acknowledgements Advanced Search
4.2.6.13
PO Awaiting Shipment Advanced Search
4.2.6.14
Purchase Orders Advanced Search
4.2.6.15
Purchase Orders At Route Step
4.2.6.16
Purchase Orders At Route Step More Than x Days
4.2.6.17
Purchase Orders At Status
4.2.6.18
Purchase Orders Awaiting Acknowledge
4.2.6.19
Purchase Orders Awaiting Acknowledgement Next x Days
4.2.6.20
Purchase Orders Awaiting Acknowledgement Past Due
4.2.6.21
Purchase Orders Awaiting Shipment
4.2.6.22
Purchase Orders Awaiting Shipment Next X Days
4.2.6.23
Purchase Orders Awaiting Shipment Past Due
4.2.6.24
Purchase Orders Next x Days
4.2.6.25
Purchase Orders On Hold
4.2.6.26
Purchase Orders Past Date
4.2.6.27
Search for Payment Information
4.2.6.28
Search for Receipt Lines
4.2.6.29
View Kanban Capacity
4.3
Editing the Portlet
4.3.1
Understanding the Edit Wizard
4.3.2
Page Used to Edit the Portlet
4.3.3
Editing Alert Parameters
4.3.3.1
AdHoc Schedule Committed Not Equal Planned
4.3.3.2
AdHoc Schedule No Response From Supplier in x days
4.3.3.3
Blanket Schedule Committed Not Equal Planned
4.3.3.4
Blanket Schedule Committed Quantity decreased from previously Committed Quantity
4.3.3.5
Blanket Schedule No Response From Supplier in x days
4.3.3.6
Blanket Schedule Planned Quantity Changed from previously generated Planned Quantity
4.3.3.7
Purchase Orders At Route Step
4.3.3.8
Purchase Orders At Route Step More Than x Days
4.3.3.9
Purchase Orders At Status
4.3.3.10
Purchase Orders Awaiting Acknowledge
4.3.3.11
Purchase Orders Awaiting Acknowledgement Next x Days
4.3.3.12
Purchase Orders Awaiting Acknowledgement Past Due
4.3.3.13
Purchase Orders Awaiting Shipment
4.3.3.14
Purchase Orders Awaiting Shipment Next X Days
4.3.3.15
Purchase Orders Awaiting Shipment Past Due
4.3.3.16
Purchase Orders Next x Days
4.3.3.17
Purchase Orders On Hold
4.3.3.18
Purchase Orders Past Date
4.4
Understanding Lean Procurement within the SRM Portlet
4.5
Processing Supplier Release Schedules Using the SRM Portlet
4.5.1
Understanding Supplier Release Schedules within the SRM Portlet
4.5.1.1
Blanket Schedule Revisions
4.5.1.2
Ad Hoc Schedule Revisions
4.5.2
Common Fields Used in this Section
4.5.3
Pages Used to Process Supplier Release Schedules within the SRM Portlet
4.5.4
Revising Quantities for a Blanket Schedule
4.5.5
Adding an Ad Hoc Schedule
4.5.6
Revising Quantities for an Ad Hoc Schedule
4.6
Processing Kanbans Using the SRM Portlet
4.6.1
Understanding Kanban Processing using the SRM Portlet
4.6.1.1
Setting Up the SRM Portlet for Kanban Processing
4.6.1.2
Viewing Kanban Capacity
4.6.1.3
Kanban Orders and Supplier Release Scheduling
4.6.2
Pages Used to Review Kanban Capacity in the SRM Portlet
5
Understanding CSS Portlets
5.1
Using CSS Portlets
5.1.1
Customer Self Service Portlets
5.1.2
Portal Access
5.1.3
Additional Information
5.2
Accessing Portal Application Portlets
5.2.1
Accessing Portal Application Portlets
5.3
Understanding CSS Portlets
5.3.1
CSS Administrator Tasks (P42S01)
5.4
Using the CSS for Sales Portlets
5.4.1
Shipment Status Tracking (P42S02)
5.4.2
Receivables Status (P42S03)
5.4.3
Shipment Delivery Information (P42S04)
5.4.4
Customer Order Status (P42S05)
5.4.5
CSS Search - (P42S06)
5.4.6
CSS Tasks - (P42S07)
5.4.7
Customer Alerts - (P42S08)
5.4.8
Account Balance (P42S09)
5.4.9
Account Payment Status (P42S10)
5.4.10
Account Aging (P42S11)
5.5
Using the CSS for Service Portlets
5.5.1
Forms Used by the CSS for Service Portlets
5.5.2
Adding Equipment Through the Service Tasks Portlet
5.5.3
Viewing Equipment Through the Service Tasks Portlet
5.5.4
Viewing Work Orders Through the Service Tasks Portlet
5.5.5
Viewing Contracts and Entitlements Through the Service Tasks Portlet
5.5.6
Using the Service Search Portlet (P90CA972)
5.6
Using the CSS for Support Portlets
5.6.1
Forms Used by the CSS for Support Portlets
5.6.2
Viewing Cases Through the Support Tasks Portlet
5.6.3
Adding New Cases Through the Support Tasks Portlet
5.6.4
Using the Support Search Portlet
5.6.5
Using the Support Alerts Portlet
5.6.6
Using the Solution Advisor Portlet (P90CA971)
5.6.7
Using the Solution Advisor Form
6
Understanding RSS Portlets
6.1
Using JD Edwards EnterpriseOne Requisition Self Service
7
Setting Up Viewable and Configurable Portlets
7.1
Understanding Viewable and Configurable Portlet Types
7.2
Initializing Viewable and Configurable Portlets
7.2.1
Prerequisites
7.2.2
Initializing Viewable HTML, URI, IURI Portlets
7.2.3
Initializing Configurable HTML, URI, IURI Portlets
7.2.4
Initializing a Viewable SRM Portlet
7.2.5
Initializing a Configurable SRM Portlet
8
Building Portal Pages for WebCenter
8.1
Overview
8.2
Creating a Space
8.3
Creating a Buyer Self-Service Portal Page
8.4
Creating a Customer Self-Service Portal Page
8.5
Creating an Employee Self-Service Portal Page
8.5.1
Removing the Portlet Header
8.5.2
Required WebCenter EnterpriseOne Portlets Setup
8.6
Creating a Supplier Self-Service Portal Page
8.7
Creating a My Workspace Portal Page
8.7.1
Required WebCenter EnterpriseOne Portlets Setup
9
Building Portal Pages for WebSphere
9.1
Creating and Customizing a Theme
9.2
Creating a Buyer Self-Service Page
9.3
Creating a Customer Self-Service Page
9.4
Creating an Employee Self-Service Portal Page
9.5
Creating a Supplier Self-Service Page
9.6
Creating a My Workspace Portal Page
Glossary
Index
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