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:
![Procurement Agreements Page](images/proc-agr-mgr.png)
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:
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 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:
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 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:
The following grid formats are available:
|
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:
Processing Agreements in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide
Entering Sales Order Header and Detail Information in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide
Understanding Agreement Management in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide