13 UX One Role: Procurement Agreement Manager (Release 9.2 Update)

This chapter discusses:

13.1 Understanding the Procurement Agreement Manager UX One Role

The Procurement Agreement Manager role, and the associated UX One pages and components, enable users to easily access information to analyze trends, schedules, deadlines, and balance statements.

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".

13.2 Prerequisites

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

13.2.1 Prerequisite Reading

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

13.3 Using the Procurement Agreement Manager UX One Role

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

  • Procurement Agreements (P38001X|W38001XA)

  • Agreement Compliance (P38001X|W38001XB)

  • Procurement Agreement Analysis (P38001X|W38001XC)

13.3.1 UX One: Procurement Agreements Page

The Procurement Agreements page (P38001X|W38001XA) enables users to easily review the agreement schedules that are due, renegotiate expiring agreements, follow up with suppliers on closed agreements, and view the status of individual agreements with suppliers.

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

This graphic illustrates the Procurement Agreements page:

Figure 13-1 Procurement Agreements Page

Description of Figure 13-1 follows
Description of ''Figure 13-1 Procurement Agreements 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 Agreements page:

Watchlist Alert Description
Expiring Agreements This alert tells you how many procurement agreements will expire over a period of time for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

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

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • procurement Agr Order Details

Expired Agreements This alert tells you how many procurement agreements expired over a period of time in the past for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

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

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • procurement Agr Order Details

Closed Agreements This alert tells you how many procurement agreements were closed over a period of time in the past for a business unit.

This alert is based on the Closed Agreements Inquiry program (P38032).

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

  • Closed Agreements Inquiry

The following grid formats are available:

  • Closed Agreement

  • procurement Agr Order Details

Due Agreement Schedule This alert displays the number of procurement agreements for which the scheduled due date is approaching.

This alert is based on the Agreement Schedule Inquiry program (P38031).

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

  • Agreement Schedule

The following grid format is available:

  • Agreement Schedule


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 Agreements page:

Component Title Description
Number and Value of Expiring Agreements by Period (P38010X|W38010XJ) Use this chart to view the number and value of the procurement agreements that will expire over a period of time for a business unit.

This chart is based on the Agreement Detail Inquiry program (P38030).

Agreements with Approaching Scheduled Due Date (P38010X|W38010XI) Use this chart to view the number of procurement agreements for different suppliers for which the scheduled due date is approaching. You can view the number of procurement agreements for which the scheduled due date is:
  • between zero and 30 days

  • between 31 and 60 days

  • between 61 and 90 days

  • greater than 90 days

This chart is based on the Agreement Schedule Inquiry program (P38031).

Forecast vs. Actual Compliance for Agreements (P38010X|W38010XL) Use this chart to view a comparison of the forecast quantity, actual quantity, and committed quantity of procurement agreements for different suppliers.

This chart is based on the Agreement Master/ Product Source Dest Master Join business view (V38010JB).

Active vs. Closed Agreements by Supplier (P38010X|W38010XB) Use this chart to view a comparison of the number of active and closed procurement agreements for various customers.

This chart is based on the Agreement Master program (P38010).


For additional information about the program associated with these charts, see Processing Agreements in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide.

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 Agreements page:

Task Description
Agreement Master Use this task to access the Agreement Master program (P38010).

The following form layout is available:

  • Agreement Order Details

Agreement Online Statement Use this task to access the Online Statement program (P38300).
PO Receipts Use this task to access the PO Receipts program (P4312).
Shipment Confirmation Use this task to access the Shipment Confirmation program (P4205).
Agreement Order Details Use this task to access the Agreement Master program (P38010) where you can review agreement details and associated order details.

The following form layout is available:

  • Agreement Order Details

The following grid formats are available:

  • Agreement Management

  • Procurement Agr Order Details

Procurement Agreement Compliance Use this task to access the Procurement Agreement Compliance page (P38001X|W38001XB).
Procurement Agreement Analysis Use this task to access the Procurement Agreement Analysis page (P38001X|W38001XC).

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

13.3.2 UX One: Agreement Compliance Page

The Agreement Compliance page (P38001X|W38001XB) enables users to:

  • Improve customer relationship by identifying opportunities for new agreements.

  • Formulate a pricing strategy by comparing the price between procurement orders created with and without agreement details.

  • Monitor agreement compliance by following up on procurement orders created with or without the negotiated agreement price.

To access the UX One Agreement Compliance page, log in to the EnterpriseOne system using the Procurement Agreement Manager role. When you log in with this role, the system automatically displays the Procurement Agreements page. Click the Agreement Compliance task on the springboard to access the Agreement Compliance page.

This graphic illustrates the Agreement Compliance page:

Figure 13-2 Agreement Compliance Page

Description of Figure 13-2 follows
Description of ''Figure 13-2 Agreement Compliance Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs and business views. 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 Agreement Compliance page:

Watchlist Alert Description
Expiring Agreements This alert tells you how many procurement agreements will expire over a period of time for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

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

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • procurement Agr Order Details

Expired Agreements This alert tells you how many procurement agreements expired over a period of time in the past for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

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

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • procurement Agr Order Details

Closed Agreements This alert tells you how many procurement agreements were closed over a period of time in the past for a business unit.

This alert is based on the Closed Agreements Inquiry program (P38032).

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

  • Closed Agreements Inquiry

The following grid formats are available:

  • Closed Agreement

  • procurement Agr Order Details

Due Agreement Schedule This alert displays the number of procurement agreements for which the scheduled due date is approaching.

This alert is based on the Agreement Schedule Inquiry program (P38031).

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

  • Agreement Schedule

The following grid format is available:

  • Agreement Schedule


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 Agreement Compliance page:

Component Title Description
POs with/without Agreement Details by Period (P3811X|W3811XB) Use this chart to view the number of purchase orders created for an item for a period of time. You can view the number of purchase orders with agreement details and without agreement details for different periods of time.

This chart is based on the Purchase Order Detail Update - POE business view (V4311B).

Price Comparison of POs with/without Agreement Details (P3811X|W3811XA) Use this chart to compare the price of purchase orders associated with a procurement agreement against the price of purchase orders that are not associated with a procurement agreement for an item for different periods of time.

This chart is based on the Purchase Order Detail Update - POE business view (V4311B).

Voucher vs. Agreement Price (P38011X|W38011XD) Use this chart to compare the number of purchase order lines that have the same price as the negotiated agreement price against the number of purchase order lines with the price greater or less than the negotiated agreement price.

You can compare the purchase order lines based on these conditions:

  • The voucher price is the same as the agreement price.

  • The voucher price is different from the agreement price.

This chart is based on the F43121, F4311, and F38011 Join business view (V38011UB).

Agreements Created for Item per Month (P38011X|W38011XB) Use this chart to view the number of procurement agreements created for an item by month in a specified period.

This chart is based on the Agreement Quantities business view (V38011A).


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

  • Creating Vouchers in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide

  • Creating Agreements in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide

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 Agreement Compliance page:

Task Description
Agreement Master Use this task to access the Agreement Master program (P38010).
Purchase Orders Use this task to access the Purchase Orders program (P4310).
Agreement Transaction Ledger Use this task to access the Transaction Ledger program (P38350).
Agreement Order Details Use this task to access the Agreement Master program (P38010).

The following form layout is available:

  • Agreement Order Details

The following grid format is available:

  • Agreement Management


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

  • Creating Vouchers in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide

  • Processing Agreements in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide

13.3.3 UX One: Procurement Agreement Analysis Page

The Procurement Agreement Analysis page (P38001X|W38001XC) enables users to quickly view and analyze supplier data such as the top suppliers in terms of value, top procurement agreements, supplier agreements by fiscal year, and agreements by item.

To access the UX One Procurement Agreement Analysis page, log in to the EnterpriseOne system using the Procurement Agreement Manager role. When you log in with this role, the system automatically displays the Procurement Agreements page. Click the Procurement Agreement Analysis task on the springboard to access the Procurement Agreement Analysis page.

This graphic illustrates the Procurement Agreement Analysis page:

Figure 13-3 Procurement Agreement Analysis Page

Description of Figure 13-3 follows
Description of ''Figure 13-3 Procurement Agreement Analysis Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs and business views. 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 Agreement Analysis page:

Watchlist Alert Description
Expiring Agreements This alert tells you how many procurement agreements will expire over a period of time for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

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

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • procurement Agr Order Details

Expired Agreements This alert tells you how many procurement agreements expired over a period of time in the past for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

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

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • procurement Agr Order Details

Closed Agreements This alert tells you how many procurement agreements were closed over a period of time in the past for a business unit.

This alert is based on the Closed Agreements Inquiry program (P38032).

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

  • Closed Agreements Inquiry

The following grid formats are available:

  • Closed Agreement

  • procurement Agr Order Details

Due Agreement Schedule This alert displays the number of procurement agreements for which the scheduled due date is approaching.

This alert is based on the Agreement Schedule Inquiry program (P38031).

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

  • Agreement Schedule

The following grid format is available:

  • Agreement Schedule


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 Agreement Analysis page:

Component Title Description
Top 10 Suppliers Based on Value (P38010X|W38010XP) Use this chart to view the top 10 suppliers based on the total value of all their agreements. This chart also displays the consumed and remaining values for the procurement agreements.

This chart is based on the F38010, F38011, and F38012 Join business view (V38010UX).

Top 10 Procurement Agreements Based on Value (P38010X|W38010XO) Use this chart to view the top 10 procurement agreements based on the total value of the agreements. This chart further displays the consumed and remaining values for the agreements.

This chart is based on the F38010, F38011, and F38012 Join business view (V38010UX).

Supplier Agreements by Fiscal Year (P38010X|W38010XC) Use this chart to view the expired, closed, and active supplier agreements based on the fiscal year.

This chart is based on the Select Distinct/Agreement Master/Product Source/Destination business view (V38010JC).

Total Agreements by Item (P38010X|W38010XA) Use this chart to view the number of procurement agreements created for different items. You can view the number of active, expired, and closed agreements for each item.

This chart is based on the Agreement Master program (P38010).


For additional information about the program associated with these charts, see Processing Agreements in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide.

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 Agreement Analysis page:

Task Description
Agreement Master Use this task to access the Agreement Master program (P38010).
Agreement Transaction Ledger Use this task to access the Transaction Ledger program (P38350).
Agreement Order Details Use this task to access the Agreement Master program (P38010).

The following form layout is available:

  • Agreement Order Details

The following grid format is available:

  • Agreement Management


For additional information about the programs accessed by these tasks, see Processing Agreements in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide.