43 UX One Role: Procurement Manager

This chapter discusses:

43.1 Understanding the Procurement Manager UX One Role

The Procurement Manager role and the associated UX One pages and components enable users to quickly and easily view the orders that need to be released or approved. They can use these pages to analyze the number of open orders by item or in a fiscal period, know of any delays from a particular supplier, and take well-informed decisions for future purchases.

The Procurement Manager pages enable users to receive important alerts, analyze data, and act on the information they see.

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 role, 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"

43.2 Prerequisites

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

43.2.1 Prerequisite Reading

Before using the Procurement 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 Procurement Management Implementation Guide. See Introduction to JD Edwards EnterpriseOne Procurement Management.

43.3 Using the Procurement Manager UX One Role

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

  • Procurement Manager Approval (P43001X|W43001XA)

  • Procurement Manager Orders (P43001X|W43001XB)

  • Procurement Manager Item Cost (P43001X|W43001XC)

43.3.1 UX One: Procurement Manager Approval Page

The Procurement Manager Approval page (P43001X|W43001XA) enables users to:

  • Receive alerts associated with orders awaiting approval and release.

  • Analyze open orders by item and by fiscal period.

  • Access programs to quickly and easily act on the information that is displayed on the page.

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

This graphic illustrates the Procurement Manager Approval page:

Figure 43-1 Procurement Manager Approval Page

Description of Figure 43-1 follows
Description of ''Figure 43-1 Procurement Manager Approval 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 Manager Approval page:

Watchlist Alert Description
Held Purchase Orders This alert tells users how many purchase orders are on hold.

This alert is based on the Held Order Release program (P43070).

When you click the alert, the system displays the Work With Held Orders form.

The following grid format is available:

  • Simple

Orders Awaiting Approvals This alert tells users how many purchase orders are awaiting approval.

This alert is based on the Purchase Order Approvals program (P43081).

When you click the alert, the system displays the Work With Orders Awaiting Approval form. The following form layout is available:

  • Procurement Manager_Approvals

The following grid format is available:

  • Simple

Auto Approved Requisitions This alert tells users how many requisitions are automatically approved.

This alert is based on the Order Entry program (P4310).

When you click the alert, the system displays the Work With Order Headers form.

The following grid format is available:

  • Simple

Requisitions Below Threshold Amount This alert tells users how many recently entered requisitions are under the approval threshold.

This alert is based on the Order Entry program (P4310).

When you click the alert, the system displays the Work With Order Headers form.

The following grid format is available:

  • Simple

(Release 9.2 Update) Requisitions Awaiting Approval This alert tells users how many requisitions are pending approval.

This alert is based on the Inquire Requisition Awaiting Approval program (P4209).

When you click the alert, the system displays the Inquire Requisitions Awaiting Approval form. The following form layout is available:

  • Procurement Manager

The following grid format is available:

  • Procurement Manager


For additional information about the programs associated with these watchlist alerts, see these topics in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide:

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 Manager Approval page:

Component Title Description
Orders Awaiting Approval by Period P43081X|W43081XA Use this chart to view the orders awaiting monetary and budget approval by period.

This chart is based on the Purchase Order Approvals program (P43081).

Orders on Approval by Period

P43081X|W43081XB

Use this chart to view all orders with the status of pending approval by period.

This chart is based on the Purchase Order Approvals program (P43081).

Number of Requisitions by Buyer

P4311X|W4311XE

Use this chart to view the number of requisitions, by buyers, that are currently overdue.

This chart is based on the Expiring Blanket Orders Inquiry program (P4311).

Open Orders by Fiscal Period

P43261X|W43261XB

Use this chart to view the open orders by fiscal period.

This chart is based on the One View Purchase Order Inquiry program (P43261).


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 Manager Approval page:

Task Description
Open Purchase Orders Use this task to access the Order Entry program (P4310, version ZJDE0036).

The following form layout is available:

  • Orders and Item Availability

The following grid format is available:

  • Orders and Item Availability

Open Requisition Use this task to access the Order Entry program (P4310, version ZJDE0003).

The following form layout is available:

  • Orders and Item Availability

The following grid format is available:

  • Item Availability List

Held Order Release Use this task to access the Held Order Release program (P43070, version ZJDE0001).
Purchase Order Approvals Use this task to access the Purchase Order Approvals program (P43081, version ZJDE0005).

The following form layout is available:

  • Procurement Manager_Approvals

The following grid format is available:

  • Procurement Manager_Approvals

Approval Level Revisions Use this task to access the Approval Level Revisions program (P43008, version ZJDE0001).
Procurement Manager Orders Use this task to access the Procurement Manager Orders page (P43001X|W43001XC).
Procurement Manager Item Cost Use this task to access the Procurement Manager Item Cost (P43001X|W43001XC).

For additional information about the programs accessed by these tasks, see these topics in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide:

43.3.2 UX One: Procurement Manager Orders Page

The Procurement Manager Orders page (P43001X|W43001XB) enables users to quickly view open orders based on various criteria and review requisitions with respect to a buyer, and orders awaiting approval. Additionally, the page enables users to receive alerts on held orders, orders awaiting approval, and requisitions that are approved, awaiting approval, and the ones below the threshold amount that need action, and to quickly and easily access applications to work on orders and requisitions.

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

This graphic illustrates the Procurement Manager Orders page:

Figure 43-2 Procurement Manager Orders Page

Description of Figure 43-2 follows
Description of ''Figure 43-2 Procurement Manager Orders 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 Manager Orders page:

Watchlist Alert Description
Open Purchase Orders This alert tells users how many purchase orders are in open status.

This alert is based on the One View Simple Procurement Inquiry program (P43265).

When you click the alert, the system displays the One View Simple Procurement Inquiry form.

The following grid format is available:

  • Simple

Expected Orders This alert tells users how many purchase orders are expected in the next 60 days.

This alert is based on the One View Purchase Order Inquiry program (P43261).

When you click the alert, the system displays the One View Purchase Order Inquiry form.

The following grid format is available:

  • Simple

Past Due Orders This alert tells users how many orders are past the due date.

This alert is based on the One View Purchase Order Inquiry program (P43261).

When you click the alert, the system displays the One View Purchase Order Inquiry form.

The following grid format is available:

  • Simple

(Release 9.2 Update) Expiring Blanket Orders This alert tells users how many blanket orders are going to expire soon.

This alert is based on the Expiring Blanket Orders Inquiry program (P4311). When you click the alert, the system displays the Blanket Orders Inquiry form.

The following form layout is available:

  • Item Availability

The following grid format is available:

  • Blanket Orders


For additional information about the programs associated with these watchlist alerts, see these topics in the JD Edwards EnterpriseOne Applications One View Reporting User Guide:

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 Manager Orders page:

Component Title Description
Open Orders by Supplier (P4311X|W4311XB) Use this chart to view the number of open orders by supplier.

This chart is based on the Expiring Blanket Orders Inquiry program (P4311).

Open Orders by Item (P43261X|W43261XD) Use this chart to view the number of open orders by item.

This chart is based on the One View PO Inquiry - F4311/F43121/F4301 Join business view (V43261A).

Blanket Orders Expiring Soon (P4311X|W4311XD) Use this chart to view the blanket orders that are due to expire soon.

This chart is based on the One View Purchase Order Inquiry program (P43261).

Number of Quote Orders (P4311X|W4311XB) Use this chart to view the total number of quote orders.

This chart is based on the Expiring Blanket Orders Inquiry program (P4311).

Pending EDI Orders (P47016X|W47016XA) Use this chart to view the pending EDI orders.

This chart is based on the Outbound EDI Orders - Header Revisions business view (V47016B).


For additional information about the programs associated with these charts and graphs, see this topic in the JD Edwards EnterpriseOne Applications One View Reporting User 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 Manager Orders page:

Task Description
Open Purchase Orders Use this task to access the Work with Order Headers program (P4310, version ZJDE0036).

The following form layout is available:

  • Orders and Item Availability

The following grid format is available:

  • Orders and Item Availability

Blanket Order Inquiry Use this task to access the Order Entry program (P4310, version ZJDE0006).
Open Quote Orders Use this task to access the Order Entry program (P4310, version ZJDE0002).
Supplier/Item Information Use this task to access the Supplier/Item Relationships program (P43090, version ZJDE0001).
Pending EDI Orders Use this task to access the Outbound EDI Order Inquiry program (P47016).
EDI Orders Awaiting Acknowledgement Use this task to access the Inbound EDI Order Acknowledgement Inquiry program (P47020, version ZJDE0001).
Change Orders Use this task to access the Outbound EDI P.O. Change Inquiry program (P47136, version ZJDE0001).
Change Order Acknowledgement Use this task to access the Outbound EDI P.O. Change Acknowledgement Inquiry program (P47146, version ZJDE0001).

For additional information about the programs accessed by these tasks, see these topics in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide:

43.3.3 UX One: Procurement Manager Item Cost Page

The Procurement Manager Item Cost page (P43001X|W43001XC) enables users to quickly view the costs by item, costs by supplier, orders received in a time period, and orders received that were not vouchered. Additionally, the page enables users to receive alerts on items received that are outside of suppliers' catalog and the orders with maximum cost to identify high volume suppliers, and to quickly and easily access applications to work on costs and purchase orders.

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

This graphic illustrates the Procurement Manager Item Cost page:

Figure 43-3 Procurement Manager Item Cost page

Description of Figure 43-3 follows
Description of ''Figure 43-3 Procurement Manager Item Cost 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 Manager Item Cost page:

Watchlist Alert Description
Items Not in Supplier Catalog This alert tells users how many items are ordered but are not from the catalog of a supplier.

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

When you click the alert, the system displays the One View Supplier Cost Analysis Inquiry form.

Orders Received by Supplier This alert tells users the number of orders received from a supplier for an item.

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

When you click the alert, the system displays the One View Supplier Cost Analysis Inquiry form.

The following grid format is available:

  • Simple


For additional information about the program associated with these watchlist alerts, see One View Supplier Cost Analysis Inquiry (P43266) in the JD Edwards EnterpriseOne Applications One View Reporting User Guide.

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 Manager Item Cost page:

Component Title Description
Cost Analysis by Item (P43266X|W43266XD) Use this chart to view the extended cost by item.

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

Cost Analysis by Supplier (P43266X|W43266XA) Use this chart to view the extended cost by supplier.

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

Purchase Order History by Fiscal Period (P43261X|W43261XE) Use this chart to view the history of purchase orders by fiscal period.

This chart is based on the One View Purchase Order Inquiry program (P43261).

Receipts Not Vouchered by Company (P43260X|W43260XA) Use this chart to view the total number of receipts that do not have a corresponding voucher. The chart shows these details by company.

This chart is based on the One View Purchase Order Receipts Inquiry program (P43260).


For additional information about the programs associated with these charts and graphs, see these topics in the JD Edwards EnterpriseOne Applications One View Reporting User 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 Manager Item Cost page:

Task Description
Purchase Order Entry Use this task to access the Order Entry program (P4310, version ZJDE0001).

The following form layout is available:

  • Orders and Item Availability

Purchase Receipts Inquiry Use this task to access the Purchase Receipts Inquiry program (P43214, version ZJDE0001).
Supplier Catalog Maintenance Use this task to access the Supplier Catalog Maintenance program (P41061, version ZJDE0001).
Cost Revisions Use this task to access the Cost Revisions program (P4105, version ZJDE0001).

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