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:
![Agreement Compliance Page](images/proc-agr-comp.png)
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:
The following grid formats are available:
|
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:
The following grid formats are available:
|
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:
The following grid formats are available:
|
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:
The following grid format is available:
|
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:
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:
The following grid format is available:
|
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