10 UX One Role: Procurement Pricing Operations Manager

This chapter discusses:

10.1 Understanding the Procurement Pricing Operations Manager UX One Role

The Procurement Pricing Operations Manager role, and the associated UX One pages and components, enable users to easily review supplier prices and price adjustments that are expiring soon. These pages also enable users to quickly act on the data they see in order to streamline the ongoing management of supplier prices and price adjustments in the system.

Note:

The information provided for you in this documentation describes a specific UX One role, and the associated pages and components, that were delivered.

You can use these roles, pages, components, queries, grid formats, and form layouts as they are delivered, or you can modify them to more closely meet the requirements of your organization.

See Section 1.1, "Understanding UX One Roles".

10.2 Prerequisites

Before using the Procurement Pricing Operations Manager role (PRPRIMRJDE), and the components listed in this documentation, your system administrator must complete the steps to associate the user ID with the PRPRIMRJDE role.

After this setup is complete, the users who log in with this role will automatically see the page for their role when they log in to the JD Edwards EnterpriseOne system.

See Setting Up a Role Relationship in the JD Edwards EnterpriseOne Tools Security Administration Guide.

10.2.1 Prerequisite Reading

Before using the Procurement Pricing Operations Manager role, you should have a complete understanding of the components and applications that are accessible from these pages. Additional, essential information is provided in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide.

10.3 Using the Procurement Pricing Operations Manager UX One Role

You use the Procurement Pricing Operations Manager role to access these UX One pages:

  • Procurement Pricing Manager (P45003X|W45003XB)

  • Procurement Pricing - Expiry (P45003X|W45003XC)

10.3.1 UX One: Procurement Pricing Manager Page

The Procurement Pricing Manager page (P45003X|W45003XB) enables users to design and execute flexible pricing to find the right supplier and to control the cost by analyzing the best price in the market. This helps to provide business continuity by quickly identifying the supplier prices that are about to expire.

To access the UX One Procurement Pricing Manager page, log in to the EnterpriseOne system using the Procurement Pricing Operations Manager role.

This graphic illustrates the Procurement Pricing Manager page:

Figure 10-1 Procurement Pricing Manager Page

Description of Figure 10-1 follows
Description of ''Figure 10-1 Procurement Pricing Manager Page''

Watchlist Alerts

These alerts are based on EnterpriseOne program. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query, or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Procurement Pricing Manager page:

Watchlist Alert Description
Upcoming Supplier Price This alert tells users how many supplier prices are expiring soon.

This alert is based on the Supplier Catalog Maintenance program (P41061).

When you click the alert, the system displays the Work with Supplier Catalogs form. The following form layout is available:

  • Procurement Pricing Manager

The following grid format is available

  • Procurement Pricing Manager

(Release 9.2 Update) Manual Adjustments This alert tells users how many price adjustments were manually overridden in the recent past.

This alert is based on the Price Adjustment Audit Trail Inquiry program (P4081).

When you click the alert, the system displays the Price Adjustment Audit Trail Inquiry form. The following form layout is available:

  • Procurement Pricing Management

The following grid format is available:

  • Pricing Manager

(Release 9.2 Update) Upcoming Adjustments This alert tells users how many price adjustments are coming up soon.

This alert is based on the Price Adjustments Inquiry program (P4080).

When you click the alert, the system displays the Price Adjustments Inquiry form. The following form layout is available:

  • Pricing Manager Layout

The following grid format is available:

  • Pricing Manager


For additional information about the programs associated with these watchlist alerts, see:

Charts

These charts are based on JD Edwards EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Some of these queries are associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Procurement Pricing Manager page:

Component Title Description
Average Discount By Supplier and Item (P43266X|W43266XB) Use this chart to view the average discount by supplier for an item.

This chart is based on the One View Supplier Cost Analysis Inquiry program (P43266).

Adjustment Discount Percentage by Supplier (P43266X|W43266XC) Use this chart to view the adjustment discount percentage by supplier.

This chart is based on the One View Supplier Cost Analysis Inquiry program (P43266).

Least Used Procurement Price Adjustments (Bottom 10) (P40741X|W40741XA) Use this chart to view the ten procurement price adjustments that are used the least.

(Release 9.2 Update) This chart is based on the Price Adjustment Audit Trail Inquiry program (P4081).

Most Used Procurement Price Adjustments (Top 10) (P40741X|W40741XB) Use this chart to view the ten procurement price adjustments that are used the most.

(Release 9.2 Update) This chart is based on the Price Adjustment Audit Trail Inquiry program (P4081).


For additional information about the programs associated with these charts, see:

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Procurement Pricing Manager page:

Task Description
Supplier Price Use this task to access the Supplier Catalog Maintenance program (P41061, version ZJDE0002).

(Release 9.2 Update) The following form layout is available:

  • Procurement Pricing Manager

The following grid format is available:

  • Procurement Pricing Manager

Price Adjustment Schedule Use this task to access the Price Adjustment Schedule program (P4070, version ZJDE0001).
Price Adjustment Detail Use this task to access the Price Adjustment Detail Revisions program (P4072, version ZJDE0001).
Price Adjustment Definition Use this task to access the Price Adjustment Type program (P4071, version ZJDE0001).
Inquire Procurement Orders Use this task to access the Purchase Orders program (P4310, version ZJDE0001).
Price and Availability Use this task to access the Check Price and Availability program (P4074, version ZJDE0001).
Price Workbench Use this task to access the Pricing Workbench program (P45501).
Procurement Pricing - Expiry Use this task to access the Procurement Pricing - Expiry page (P45003X|W45003XB).

For additional information about the programs accessed by these tasks, see:

10.3.2 UX One: Procurement Pricing - Expiry Page

The Procurement Pricing - Expiry page (P45003X|W45003XC) enables users to quickly and easily identify the supplier prices that are about to expire and assist in providing business continuity. The page also helps users to improve the pricing efficiency of the business by correcting pricing strategies that are not utilized.

To access the UX One Procurement Pricing - Expiry page, log in to the JD Edwards EnterpriseOne system using the Procurement Pricing Operations Manager role. When you log in with this role, the system automatically displays the Procurement Pricing Manager page. Click the Procurement Pricing - Expiry task on the springboard to access the Procurement Pricing - Expiry page.

This graphic illustrates the Procurement Pricing - Expiry page:

Figure 10-2 Procurement Pricing - Expiry Page

Description of Figure 10-2 follows
Description of ''Figure 10-2 Procurement Pricing - Expiry Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query, or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Procurement Pricing - Expiry page:

Watchlist Alerts Description
Expired Supplier Price This alert tells users how many supplier prices have expired.

This alert is based on the Supplier Catalog Maintenance program (P41061).

When you click the alert, the system displays the Work with Supplier Catalogs form. The following form layout is available:

  • Procurement Pricing Manager

The following grid format is available

  • Procurement Pricing Manager

Expiring Supplier Price This alert tells users how many supplier prices are expiring soon.

This alert is based on the Supplier Catalog Maintenance program (P41061).

When you click the alert, the system displays the Work with Supplier Catalogs form. The following form layout is available:

  • Procurement Pricing Manager

The following grid format is available:

  • Procurement Pricing Manager

(Release 9.2 Update) Expired Adjustments This alert tells users how many price adjustments have expired.

This alert is based on the Price Adjustments Inquiry program (P4080).

When you click the alert, the system displays the Price Adjustments Inquiry form. The following form layout is available:

  • Pricing Manager Layout

The following grid format is available:

  • Pricing Manager

(Release 9.2 Update) Expiring Adjustments This alert tells users how many price adjustments are expiring soon.

This alert is based on the Price Adjustments Inquiry program (P4080).

When you click the alert, the system displays the Price Adjustments Inquiry form. The following form layout is available:

  • Pricing Manager Layout

The following grid format is available:

  • Pricing Manager


For additional information about the programs associated with these watchlist alerts, see:

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Procurement Pricing - Expiry page:

Component Title Description
Expiring Procurement Price Adjustments by Period (P41071X|W41071XE) Use this chart to view the number of expiring price adjustments by period.

(Release 9.2 Update) This chart is based on the Price Adjustments Inquiry program (P4080).

Number of Unused Procurement Price Adjustments (P40741X|W40741XH) Use this chart to view the number of unused sales price adjustments that are available.

This chart is based on the Price Adjustment Type business view (V4071).

Note that the default query for this chart is set on the Price Adjustment Type business view (V4071). If you set any additional query criteria, the chart might display inaccurate data. The system retrieves the total number of price adjustments from the V4071 business view, and the total number of used price adjustments from the Price Adjustment Audit Trail business view (V4074A). To find the number of unused price adjustments, the system uses a special logic to subtract the number of unused price adjustments from the total number of price adjustments.

Expired Procurement Price Adjustments (P41071X|W41071XF) Use this chart to view the number of expired procurement price adjustments by date.

(Release 9.2 Update) This chart is based on the Price Adjustments Inquiry program (P4080).

Expiring Procurement Price Adjustments (P41071X|W41071XG) Use this chart to view the number of expiring procurement price adjustments by date.

(Release 9.2 Update) This chart is based on the Price Adjustments Inquiry program (P4080).


For additional information about the programs associated with these charts, see Inquiry Programs for Advanced Pricing.

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Procurement Pricing - Expiry page:

Task Description
Supplier Price Use this task to access the Supplier Catalog Maintenance program (P41061, version ZJDE0001).

(Release 9.2 Update) The following form layout is available:

  • Procurement Pricing Manager

The following grid format is available:

  • Procurement Pricing Manager

Price Adjustment Schedule Use this task to access the Price Adjustment Schedule program (P4070, version ZJDE0001).
Price Adjustment Detail Use this task to access the Price Adjustment Detail Revisions program (P4072, version ZJDE0001).
Price Adjustment Definition Use this task to access the Price Adjustment Type program (P4071, version ZJDE0001).
Inquire Procurement Orders Use this task to access the Order Entry program (P4310, version ZJDE0001).
Price and Availability Use this task to access the Check Price and Availability program (P4074, version ZJDE0001).
Price Workbench Use this task to access the Pricing Workbench program (P45501).

For additional information about the programs accessed by these tasks, see: