Creating a Simple Orchestration in the JD Edwards Orchestrator Studio

Before You Begin

This 30-minute Oracle By Example (OBE) shows you how to create a simple orchestration that performs a transaction in EnterpriseOne and sends a message about the transaction to a recipient.

Background

This OBE employs the following scenario to show you how to create a simple orchestration: When a customer exceeds their credit limit, you want an orchestration that will place a hold on the customer’s credit and send a message about the customer’s credit hold to the account representative.

In this OBE, you will perform the following tasks:

• Review the steps to set a credit hold in EnterpriseOne
• Configure a form request to set a credit hold
• Configure a message request to send a credit hold message
• Add the Set Credit Hold and Send Credit Message service requests to an orchestration
• Test the orchestration

What Do You Need?

• A JD Edwards EnterpriseOne test environment with a minimum of EnterpriseOne Tools 9.2.6.0.
• The EnterpriseOne environment must be configured with an SMTP server to send emails.

Record the Process to Set a Credit Hold in EnterpriseOne

To configure a form request to set a credit hold, in the Orchestrator Studio, you can use the Process Recorder. The process recorder will save all the steps taken in the EnterpriseOne forms into a Form Request which will be added to the orchestration later.

1. Sign into the Orchestrator Studio. (You can access EnterpriseOne from the Tools page in the Studio.)
2. Click the Tools link in the upper right corner.
3. On the Tools page, click the JD Edwards EnterpriseOne icon.
4. Under the user menu at the top right, select Record a Process.
5. Click Start.
6. Click Navigator and enter P01012 in the Fast Path to access Work With Addresses.
7. In the Address Number QBE field, enter the customer number that you will place on a credit hold and click Find.
8. In the grid, select the customer row, then click the Row menu and select A/R.
9. Click the Credit tab and enter 7 in the Credit Message field and press Tab.
10. Notice that the “7 – On Credit Hold per Accounting” label appears next to the field.
11. Click OK to save the record.
12. In the process recorder window open Return Values.
13. Click on the header for the Alpha Name column, to add id to return values.
14. In the Process Recorder dialog, click Resume.
15. In the Process Recorder dialog, click Stop.
16. Enter the following values:
    
    • Name = Set Credit Hold 
    • Description = Place a credit hold on the record 
    • Product Code = 55
17. Click Save in the Process Recorder.
18. In the next task, you will use the Form Request you just saved in the Orchestration.
19. Now revert the change to the address book record. Access the Row Exit to A/R again for that record, go back to the Credit tab, and delete 7 in the Credit Message field.
20. Click Save.

Adding the Credit Hold Form Request to an Orchestration

1. Return to the Orchestrator Studio.
2. Click Orchestration and then click New.
3. Enter the following values:
   
   • Name = Set Credit Hold 
   • Description = Set credit hold when customer exceeds credit limit
4. Click the plus icon in between the Start and End nodes.
5. Select Form Request.
6. In the Search field, enter Set Credit Hold.
7. Select the Set Credit Hold form request that you just created (recorded).
8. Save the Orchestration.
9. Double-click the Set Credit Hold step (or use the pencil icon) to launch the Form Request page.
10. Delete the default value in the row with Address_Number (this was just the data you used during recording, and it should not be used any more).
11. Delete the Select_Row text from the Input column (leave the default value of 1).
12. Click the Customer Master Revision form (the second one in the train above the grid).
13. Delete the Credit_Message text from the Input column.
14. Save the Form Request.
15. Click X to close the Form Request page.
16. Click the Set Credit Hold step in the orchestration and then click Transformations.
17. Click Add inputs to Orchestration and then click Auto Map.
18. Click the Start node of the orchestration and select Inputs and Values.
19. Delete the P01012_Version row (you will use the default version).
    Note: You can ignore the error shown on the Form Request node.
20. Save the orchestration.
    
21. Verify that the Inputs and Values window looks like the following screenshot:



22. Verify that the Transformations window looks like the following screenshot:



23. Verify that the Set Credit Hold orchestration looks like the following screenshot:

Configuring a Message Service Request to Send a Credit Message

In this task you will create a message request to enable the orchestration to send a message about the customer credit hold. You will include variables in the message request to pass the customer’s name and customer’s address book number from the orchestration to the message service request.

1. Double-click on the line between Set Credit Hold node and the End node.
2. Select Message and click New.
3. Fill in the following fields:
   
   • Name = Send Credit Message 
   • Description = Send credit hold message when customer exceeds credit limit
4. In the To field, select Address Book.
5. In the Address Book field, enter ${ABNum}.
6. In the Subject field, enter: ${Customer Name} Over Credit Limit.
   Note: This syntax indicates that Customer Name will be an input variable.
7. In the message Body field, enter: Customer ${ABNum}: ${Customer Name} is over their credit limit.
8. Expand the Application Links section and perform the next steps to include a shortcut to the Customer Master Revision form in the message:
9. Click Add.
10. Complete the following fields:
    
    • Application Link ID = P03013 (click Apply) 
    • Application = P03013 
    • Form = Select W03013B from the drop-down list.
11. In the inputs grid, for mnAddressNumber, enter the value ${ABNum}.
    This will launch the address book revisions form for the correct address book record.
12. In the inputs grid, for szCompany,  enter 00000 (default company).
13. Back in the message body, press Enter after the line of body text, and then, from the Placeholder drop-down list, select P03013.Link link.
14. Save the Message Request. It should look like this:



15. Click X to close the Message page. The new Message step will be added to the orchestration.
16. Click the message step and select Transformations.
17. Map Alpha_Name from the Set Credit Hold step to Customer Name.
18. Map Address_Number from the inputs to the ABNum field.
    The transformations should look like this:



19. Click the End node and select Outputs and Assertions. In the Outputs tab, enable the Select option for Alpha Name and success.



20. Save the orchestration.

Testing the Orchestration

1. Double-click the Start node of the orchestration.
   Alternatively, you can click the Tools menu and select Run Orchestration.
   The orchestration will already be selected for you.
2. Enter the address number for a customer to place on credit hold.
   If the address record is configured with an email address in who’s who and message indicator of 1 an email will be sent to that address.
3. Click Run.
4. Verify that the output looks like the following screenshot:



5. To verify the credit hold was applied to the customer in EnterpriseOne:
   1. Select the Tools menu in the upper right corner, and then click JD Edwards EnterpriseOne.
   2. Click the Navigator menu and enter P01012 in the Fast Path field.
   3. In the Address Number QBE field, enter the customer number that you placed on a credit hold and click Find.
   4. In the grid, select the customer row, then click the Row menu and select A/R.
   5. Click the Credit tab to verify the Credit Message is at status “7 – On Credit Hold per Accounting.” Congrats! It worked!
6. To verify the credit hold message was sent to the EnterpriseOne recipient:
   1. The email address associated with the customer should have received an email.

   

Want to Learn More?

• "Understanding the Orchestration Design Process” in the JD Edwards EnterpriseOne Tools Orchestrator Guide
• "Using the Process Recorder to Create a Form Request” in the JD Edwards EnterpriseOne Tools Orchestrator Guide
• "Configuring a Form Request in the Orchestrator Studio” in the JD Edwards EnterpriseOne Tools Orchestrator Guide
• "Configuring a Message Request” in the JD Edwards EnterpriseOne Tools Orchestrator Guide
• "Understanding Run Orchestrations” in the JD Edwards EnterpriseOne Tools Orchestrator Guide
• OBE: Creating an Orchestration with Multiple Components