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:
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:
|
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:
The following grid format is available:
|
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:
|
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:
|
(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:
The following grid format is available:
|
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:
Working with Orders Awaiting Approval in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide
One View Purchase Order Inquiry (P43261) 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 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:
The following grid format is available:
|
Open Requisition |
Use this task to access the Order Entry program (P4310, version ZJDE0003). The following form layout is available:
The following grid format is available:
|
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:
The following grid format is available:
|
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: