• Title and Copyright Information
• Preface
• 1 Introduction to JD Edwards EnterpriseOne UX Roles
  • Understanding this Guide
  • Understanding UX One Roles
    • User Defined Objects for UX One
  • Prerequisites
  • Delivered UX One Roles
    • UX One Roles for Accounts Payable
    • UX One Roles for Accounts Receivable
    • UX One Roles for Advanced Pricing
    • UX One Roles for Agreement Management
    • UX One Roles for Benefits Management
    • UX One Roles for Blend Management
    • UX One Roles for Capital Asset Management
    • UX One Roles for Fulfillment Management
    • UX One Role for General Accounting
    • UX One Roles for Grower Management
    • UX One Roles for Grower Pricing and Payments
    • UX One Role for Health and Safety Management
    • UX One Role for Homebuilder Management
    • UX One Roles for Human Capital Management
    • UX One Roles for Inventory Management
    • UX One Roles for Manufacturing Management
    • UX One Roles for Outbound Inventory Management
    • UX One Roles for Payroll Management
    • UX One Roles for Procurement Management
    • UX One Roles for Project Management
    • UX One Roles for Real Estate Management
    • UX One Roles for Rental Management
    • UX One Roles for Requisition Self-Service
    • UX One Roles for Sales Order Management
    • UX One Roles for Service Management
    • UX One Roles for Transportation Management
    • UX One Roles for Warehouse Management
• 2 Understanding UX One Role Navigation
  • Understanding UX One Pages
  • Minimizing, Maximizing, and Resizing Component Frames
  • Viewing Components in a Separate Frame
  • Using the Watchlist Pane
  • Using the Springboard Pane
  • Using Charts
    • Refreshing Chart Data (Release 9.2 Update)
    • Navigating to Base Applications from Charts (Release 9.2 Update)
    • Navigating to Context Menu Applications (Release 9.2 Update)
  • Using the Chart Menu
  • Using the Ad hoc Query Builder
    • Creating an Ad Hoc Query for a UX One Chart
• 3 Accounts Payable Roles: Accounts Payable Manager
  • Understanding the Accounts Payable Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Accounts Payable Manager UX One Role
    • UX One: Accounts Payable Manager Page
    • UX One: AP Suppliers Page
    • UX One: AP My Team Page
• 4 Accounts Payable Roles: Additional UX One Components for Accounts Payable
  • Additional UX One Components for Accounts Payable
• 5 Accounts Receivable Roles: Accounts Receivable Manager
  • Understanding the Accounts Receivable Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Accounts Receivable Manager UX One Role
    • UX One: Accounts Receivable Manager
    • UX One: AR Collections Page
    • UX One: AR Credit Page
• 6 Accounts Receivable Roles: Collection Manager
  • Understanding the Collection Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Collection Manager UX One Role
    • UX One: Collection Manager Page
    • UX One: Collections - Delinquency Page
• 7 Accounts Receivable Roles: Credit Manager
  • Understanding the Credit Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Credit Manager UX One Role
    • UX One: Credit Manager Page
• 8 Accounts Receivable Roles: Additional UX One Components for Accounts Receivable
  • Additional UX One Components for Accounts Receivable
• 9 Advanced Pricing Roles: Pricing Operations Manager
  • Understanding the Pricing Operations Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Pricing Operations Manager UX One Role
    • UX One: Pricing Operations Manager Page
• 10 Advanced Pricing Roles: Procurement Pricing Operations Manager
  • Understanding the Procurement Pricing Operations Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Procurement Pricing Operations Manager UX One Role
    • UX One: Procurement Pricing Manager Page
    • UX One: Procurement Pricing - Expiry Page
• 11 Advanced Pricing Roles: Strategic Pricing Manager
  • Understanding the Strategic Pricing Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Strategic Pricing Manager UX One Role
    • UX One: Strategic Pricing Manager Page
    • UX One: Strategic Pricing - Overrides Page
• 12 Advanced Pricing Roles: Additional UX One Components for Advanced Pricing
  • Additional UX One Components for Advanced Pricing
• 13 Agreement Management Roles: Procurement Agreement Manager (Release 9.2 Update)
  • Understanding the Procurement Agreement Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Procurement Agreement Manager UX One Role
    • UX One: Procurement Agreements Page
    • UX One: Agreement Compliance Page
    • UX One: Procurement Agreement Analysis Page
• 14 Agreement Management Roles: Sales Agreement Manager (Release 9.2 Update)
  • Understanding the Sales Agreement Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Sales Agreement Manager UX One Role
    • UX One: Sales Agreements Page
    • UX One: Sales Agreement Compliance Page
    • UX One: Sales Agreement Analysis Page
• 15 Benefits Management Roles: Benefits Manager
  • Understanding the Benefits Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Benefits Manager UX One Role
    • UX One: Benefits Manager Page
    • UX One: Benefits Manager ACA Page
• 16 Blend Management Roles: Wine Cellar Manager (Release 9.2 Update)
  • Understanding the Wine Cellar Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Wine Cellar Manager UX One Role
    • UX One: Wine Cellar Manager Page
    • UX One: Cellar Manager Exceptions Page
    • UX One: Cellar Manager Resources Page
• 17 Blend Management Roles: Winemaker (Release 9.2 Update)
  • Understanding the Winemaker UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Winemaker UX One Role
    • UX One: Winemaker Operations Page
    • UX One: Winemaker Receipts Page
    • UX One: Winemaker Shipment/Bottling Page
• 18 Capital Asset Management Roles: Asset Manager (Release 9.2 Update)
  • Understanding the Asset Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Asset Manager UX One Role
    • UX One: Asset Manager Page
    • UX One: Asset Performance Page
    • UX One: Asset Reliability Page
• 19 Capital Asset Management Roles: Maintenance Manager
  • Understanding the Maintenance Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Maintenance Manager UX One Role
    • UX One: Maintenance Manager Page
    • UX One: Maint Team Work Order Load Page
    • UX One: Maint Team Schedule Page
    • UX One: Maint Team Reliability Page
    • UX One: Maint Team Cost Performance Page
• 20 Capital Asset Management Roles: Maintenance Scheduler (Release 9.2 Update)
  • Understanding the Maintenance Scheduler UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Maintenance Scheduler UX One Role
    • UX One: Maintenance Scheduler Page
    • UX One: Maintenance Load Page
    • UX One: Maintenance Downtime Page
• 21 Capital Asset Management Roles: Maintenance Supervisor
  • Understanding the Maintenance Supervisor UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Maintenance Supervisor UX One Role
    • UX One: Maintenance Supervisor Page
    • UX One: My Maint Downtime Page
    • UX One: My Maint Schedule Page
    • UX One: My Maint Work Order Load Page
• 22 Capital Asset Management Roles: Maintenance Technician (Release 9.2 Update)
  • Understanding the Maintenance Technician UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Maintenance Technician UX One Role
    • UX One: Maintenance Technician Page
• 23 Capital Asset Management Roles: Operations Manager
  • Understanding the Operations Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Operations Manager UX One Role
    • UX One: Maintenance Operations Manager Page
    • UX One: Maintenance Work Order Load Page
    • UX One: Maintenance Reliability Page
    • UX One: Maint Organization Safety Page
    • UX One: Maintenance Cost Performance Page
• 24 Fulfillment Management Roles: Fulfillment Manager
  • Understanding the Fulfillment Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Fulfillment Manager UX One Role
    • UX One: Fulfillment Manager Page
    • UX One: Fulfillment Manager - SLR Page
• 25 Fulfillment Management Roles: Additional UX One Components for Fulfillment Management
  • Additional UX One Components for Fulfillment Management
• 26 General Accounting Roles: General Accounting Manager (Release 9.2 Update)
  • Understanding the General Accounting Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the General Accounting Manager UX One Role
    • UX One: General Accounting Manager Page
• 27 General Accounting Roles: Additional UX One Components for General Accounting Manager (Release 9.2 Update)
  • Additional UX One Components for General Accounting
• 28 Grower Management Roles: Crop Manager (Release 9.2 Update)
  • Understanding the Crop Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Crop Manager UX One Role
    • UX One: Crop Manager Variety Analysis Page
    • UX One: Crop Manager Growing Cycle Page
    • UX One: Crop Manager Harvest Page
    • UX One: Crop Manager Operation Costs Page
• 29 Grower Management Roles: Field Manager (Release 9.2 Update)
  • Understanding the Field Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Field Manager UX One Role
    • UX One: Field Manager Activities Page
    • UX One: Field Manager Harvest Planning Page
    • UX One: Field Manager Guidance Page
• 30 Grower Pricing and Payment Roles: Grower Contract Manager (Release 9.2 Update)
  • Understanding the Grower Contract Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Grower Contract Manager UX One Role
    • UX One: Grower Contract Manager Page
    • UX One: Grower Contract Manager Amount Page
• 31 Health and Safety Management Roles: Safety Manager
  • Understanding the Safety Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Safety Manager UX One Role
    • UX One: Safety Manager Page
    • UX One: Safety Manager Reporting Page
• 32 Homebuilder Management Roles: Lot Start Manager
  • Understanding the Lot Start Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Lot Start Manager UX One Role
    • UX One: Lot Start Manager Page
• 33 Human Capital Management Roles: Human Resources Manager (Release 9.2 Update)
  • Understanding the Human Resources Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Human Resources Manager UX One Role
    • UX One: HR Manager Page
• 34 Inventory Management Roles: Inventory Accounting Manager (Release 9.2 Update)
  • Understanding the Inventory Accounting Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Inventory Accounting Manager UX One Role
    • UX One: Inventory Accounting Manager Page
    • UX One: Inventory Valuation Analysis Page
    • UX One: Inventory Cost Analysis Page
• 35 Inventory Management Roles: Inventory Control Manager (Release 9.2 Update)
  • Understanding the Inventory Control Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Inventory Control Manager UX One Role
    • UX One: Inventory Control Manager Page
    • UX One: Inventory Status Analysis Page
    • UX One: Inventory Movement Analysis Page
• 36 Manufacturing Roles: Plant Manager (Release 9.2 Update)
  • Understanding the Plant Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Plant Manager UX One Role
    • UX One: Plant Manager Page
    • UX One: Production Cost Variances Page
    • UX One: Maintenance Cost Performance Page
    • UX One: Maintenance Reliability Page
    • UX One: Plant Safety Page
    • UX One: Maintenance Work Order Load Page
• 37 Manufacturing Roles: Production Manager (Release 9.2 Update)
  • Understanding the Production Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Production Manager UX One Role
    • UX One: Production Manager Page
• 38 Manufacturing Roles: Production Scheduler (Release 9.2 Update)
  • Understanding the Production Scheduler UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Production Scheduler UX One Role
    • UX One: Production Scheduler Page
• 39 Outbound Inventory Management Roles: VMI Account Manager
  • Understanding the VMI Account Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the VMI Account Manager UX One Role
    • UX One: VMI Account Manager Page
• 40 Outbound Inventory Management Roles: VMI Agreement Manager
  • Understanding the VMI Agreement Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the VMI Agreement Manager UX One Role
    • UX One: VMI Agreement Manager Page
• 41 Outbound Inventory Management Roles: Additional UX One Components for Outbound Inventory Management
  • Additional UX One Components for Outbound Inventory Management
• 42 Payroll Management Roles: Payroll Manager
  • Understanding the Payroll Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Payroll Manager UX One Role
    • UX One: Payroll Manager Page
    • UX One: Payroll Manager Review History Page
• 43 Procurement Management Roles: Procurement Manager
  • Understanding the Procurement Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Procurement Manager UX One Role
    • UX One: Procurement Manager Approval Page
    • UX One: Procurement Manager Orders Page
    • UX One: Procurement Manager Item Cost Page
• 44 Procurement Management Roles: Strategic Buyer
  • Understanding the Strategic Buyer UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Strategic Buyer UX One Role
    • UX One: Strategic Buyer Quote Orders Page
    • UX One: Strategic Buyer Order Delivery Page
    • UX One: Strategic Buyer Other Orders Page
• 45 Project Management Roles: Project Manager
  • Understanding the Project Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Project Manager UX One Roles
    • UX One: Project Execution Page
    • Manage Jobs Page
    • Manage Job Forecasts Page
    • Change Requests Page
    • Planned Change Orders Page
    • UX One: Change Orders Page
• 46 Real Estate Management Roles: Lessee Accounting Manager (Release 9.2 Update)
  • Understanding the Lessee Accounting Manager Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Lessee Accounting Manager Role
    • UX One: Lessee Accounting Manager Page
      • Watchlist Alerts
      • Charts
      • Springboard Tasks
• 47 Real Estate Management Roles: Lease Administrator (Release 9.2 Update)
  • Understanding the Lease Administrator UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Lease Administrator Role
    • UX One: Lease Administrator Page
      • Watchlist Alerts
      • Charts
      • Springboard Tasks
• 48 Real Estate Management Roles: Property Manager (Release 9.2 Update)
  • Understanding the Property Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Property Manager UX One Role
    • UX One: Property Manager Page
    • UX One: Billing Page
    • UX One: Lease Management Page
    • UX One: Sales Page
• 49 Rental Management Roles: Rental Operations Manager
  • Understanding the Rental Operations Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Rental Operations Manager UX One Role
    • UX One: Rental Operations Manager Page
• 50 Rental Management Roles: Additional UX One Components for Rental Management
  • Additional UX One Components for Rental Management
• 51 Requisition Self-Service Roles: Requisition Manager (Release 9.2 Update)
  • Understanding the Requisition Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Requisition Manager UX One Role
    • UX One: Requisition Manager Approval Page
    • UX One: Requisition Manager Delegation Page
• 52 Sales Order Management Roles: Customer Service Manager
  • Understanding the Customer Service Manager UX One Role
  • Prerequisites
    • Prerequisite Setup
    • Prerequisite Reading
  • Using the Customer Service Manager UX One Role
    • UX One: Team Customers Page
    • UX One: Team Held Orders Page
    • UX One: Team Late Orders Page
    • UX One: Team Backorders Page
• 53 Sales Order Management Roles: Customer Service Representative
  • Understanding the Customer Service Representative UX One Role
  • Prerequisites
    • Prerequisite Setup
    • Prerequisite Reading
  • Using the Customer Service Representative UX One Role
    • UX One: My Customers Page
    • UX One: Held Orders Page
    • UX One: Late Orders Page
    • UX One: Backorders Page
• 54 Sales Order Management Roles: Additional UX One Components for Sales Order Management
  • Additional UX One Components for Sales Order Management
• 55 Service Management Roles: Field Service Manager
  • Understanding the Field Service Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Field Service Manager UX One Role
    • UX One: Field Service Manager
    • UX One: Service Team Work Order Load Page
    • UX One: Service Team Schedule Page
    • UX One: Service Team Cost Performance Page
• 56 Service Management Roles: Field Service Supervisor
  • Understanding the Field Service Supervisor UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Field Service Supervisor UX One Role
    • UX One: Field Service Supervisor Page
    • UX One: My Service Schedule Page
    • UX One: My Service Work Order Load Page
• 57 Service Management Roles: Service Agent Manager
  • Understanding the Service Agent Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Service Agent Manager UX One Role
    • UX One: Service Agent Manager Page
    • UX One: Team Case Aging Page
    • UX One: Team Case Escalations Page
    • UX One: Team Case Load Page
• 58 Service Management Roles: Service Contract Manager
  • Understanding the Service Contract Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Service Contract Manager UX One Role
    • UX One: Service Contract Manager Page
    • UX One: Team Contracts Page
    • UX One: Team Contract Profitability Page
• 59 Service Management Roles: Service Operations Manager
  • Understanding the Service Operations Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Service Operations Manager UX One Role
    • UX One: Service Operations Manager Page
    • UX One: Service Contracts Page
    • UX One: Service Organization Safety Page
    • UX One: Field Service Activities Page
    • UX One: Service Cases Page
• 60 Transportation Management Roles: Shipping Supervisor
  • Understanding the Shipping Supervisor UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Shipping Supervisor UX One Role
    • UX One: Shipping Supervisor Page
    • UX One: Shipping Supervisor Truckload Page
• 61 Transportation Management Roles: Transportation Manager
  • Understanding the Transportation Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Transportation Manager UX One Role
    • UX One: Transportation Manager Page
• 62 Transportation Management Roles: Additional UX One Components for Transportation Management
  • Additional UX One Components for Transportation Management
• 63 Warehouse Management Roles: Warehouse Manager
  • Understanding the Warehouse Manager UX One Role
  • Prerequisites
    • Prerequisite Reading
  • Using the Warehouse Manager UX One Role
    • UX One: Warehouse Manager Page
• 64 Warehouse Management Roles: Additional UX One Components for Warehouse Manager
  • Additional UX One Components for Warehouse Manager
• 65 System Administrator Roles: System Administrator
  • System Administrator Roles: System Administrator (Release 9.2 Update 6)
  • Using the System Administrator UX One Role
    • UX One: Security Activity Tracking Page
      • Prerequisite
      • Charts
      • Customizing the charts
    • UX One: JDE Usage Tracking Composed EnterpriseOne Page (Release 9.2.8.2)
• 66 Appendix A - UX One Inquiry Programs (Release 9.2 Update)
  • Inquiry Programs for Advanced Pricing
    • Setting Processing Options for Rebate Transaction Summary (P4079)
      • Defaults
    • Setting Processing Options for Price Adjustments Inquiry (P4080)
      • Defaults
    • Setting Processing Options for Price Adjustment Audit Trail Inquiry (P4081)
      • Defaults
  • Inquiry Programs for Agreement Management
    • Setting Processing Options for Agreement Detail Inquiry (P38030)
      • Defaults
    • Setting Processing Options for Agreement Schedule Inquiry (P38031)
      • Defaults
    • Setting Processing Options for Closed Agreements Inquiry (P38032)
      • Defaults
    • Setting Processing Options for Purchase Order Detail Inquiry (P4338)
      • Defaults
    • Setting Processing Options for Sales Order Detail Inquiry (P4238)
      • Defaults
  • Inquiry Programs for General Accounting
  • Inquiry Programs for Grower Contract Management
    • Setting Processing Options for Advance Payments Inquiry (P40G110)
      • Defaults
    • Setting Processing Options for Contract Receipts Inquiry (P40G210)
      • Defaults
    • Setting Processing Options for Contract Header Inquiry (P43C02)
      • Defaults
    • Setting Processing Options for Contract Action Dates Inquiry (P43C050)
      • Defaults
    • Setting Processing Options for Contract Elements Inquiry (P43C120)
      • Defaults
    • Setting Processing Options for Contract Details Inquiry (P43C130)
      • Defaults
  • Inquiry Programs for Inventory Management
    • Setting Processing Options for Item Branch Inquiry (P41027)
      • Defaults
    • Setting Processing Options for Item Cost Inquiry (P41052)
      • Defaults
    • Setting Processing Options for Item Price Inquiry (P41062)
      • Defaults
    • Setting Processing Options for Item Location Inquiry (P41205)
      • Defaults
  • Inquiry Programs for Outbound Inventory Management (Release 9.2 Update)
  • Inquiry Programs for Procurement Management
    • Setting Processing Options for Inquire Requisition Awaiting Approval (P4209)
      • Defaults
    • Setting Processing Options for Expiring Blanket Orders Inquiry (P4311)
      • Defaults
  • Inquiry Program for Requisition Self-Service
    • Setting Processing Options for Requisition Order Detail Inquiry (P43E11C)
      • Defaults
  • Inquiry Program for Sales Order Management