Defining a Process

1. Access the JD Edwards EnterpriseOne application.

2. From the User menu, click Manage Content, and select Processes.

   The system opens Enterprise Process Manager and displays the Create Process window.

   Note:

   The Create Process window is only displayed when you are creating an enterprise process for the first time. After creating a process, when you click Processes again, the system displays the previously created process.

   If you want to create a new process, in the Enterprise Process Manager window, click the Name drop-down list, and in the Personal section, select Create.

3. To define a user-defined process, from the Foundation of Process drop-down list, select User-defined.

4. Click OK.

   The system displays the Enterprise Process Definition Manager window along with the Process Definition tab where you can define the basic configurations for the user-defined process. In the Basic Configuration section, the system displays the available boilerplates in the Table ID drop-down list.

5. Enter a Table ID or click the drop-down list to select a boilerplate.

   The table below displays the available table IDs (boilerplates) from the Table ID drop-down list, the details automatically populated by the system upon selection, and the example user input values.

   In the Filter Configuration section, you can either use the values in the following table or define design time filter values. To define design time values, select refer to from the Operator drop-down list, then select (new) under Design Option from the Value drop-down list.

   Boilerplates in the Table ID Drop-down List	Auto-populated Values on the Process Definition Tab	Example User Input
   Case Status Rules Table (F1751)	Table ID: F1751 Description: Case Status Rules Table Product Code for UDC: 17 User Defined Code for UDC: ST From Node Column: Case Status Code (CLST) To Node Columns: CLSTA, CLST, CLST2, CLST3, CLST4, CLST5 Filter Configuration: [{"column":"DCTO","operator":"=", value:""}, {"column":"CALLQ","operator":"=", value:""}, {"column":"CT01","operator":"=", value:""}]	Select the required start node from the Start Node drop-down list. In the Filter Configuration section, you can choose to override the auto-populated values in the Operator field and enter these values in the Value field: DCTO = CL CALLQ = 60001 CT = 1
   Expense Reimbursement Routing Rules (F09E119)	Table ID: F09E119 Description: Expense Reimbursement Routing Rules Prod Code for UDC: 09E User Defined Code for UDC: RS From Node Column: FROMSTA To Node Columns: NEXTSTA, REJESTA Filter Configuration: [{"column":"EXRPTTYP","operator":"=", value:""}]	Select the start node from the Start Node drop-down list. For example, select 210. In the Filter Configuration section, you can choose to override the auto-populated values in the Operator field and enter these values in the Value field: EXRPTTYP= A
   HomeBuilder Activity Rules (F44H002)	Table ID: F44H002 Description: HomeBuilder Activity Rules Prod Code for UDC: 44H0 User Defined Code for UDC: RL From Node Column: HBLST To Node Columns: HBNXT, HBA1TR, HBA2TR, HBA3TR, HBA4TR, HBA5TR, HBA6TR, HBA7TR, HBA8TR, HBA9TR Filter Configuration: [{"column":"HBRLTP","operator":"=", value:""}, {"column":"HBACTP","operator":"=", value:""}]	Select the start node from the Start Node drop-down list. For example, select 100. In the Filter Configuration section, you can choose to override the auto-populated values in the Operator field and enter these values in the Value field: HBRLTP = 100 HBACTP=C
   Order Activity Rules (F40203)	Table ID: F40203 Description: Order Activity Rules Prod Code: 40 User Code: AT From Node Column: TRTY To Node Columns: NXTR, A1TR, A2TR, A3TR, A4TR, A5TR Filter Configuration: [{"column":"DCTO","operator":"=", value:""}, {"column":"LNTY","operator":"=", value:""}]	Select the start node from the Start Node drop-down list. For example, select 520 for Sales Order. In the Filter Configuration section, you can choose to override the auto-populated values in the Operator field and enter these values in the Value field: DCTO = SO LNTY=S Alternatively, you can select the Start Node as 220 and enter the following filter values for Purchase Order: DCTO = OP LNTY=z
   Process Definition (F00202) Note: This option is displayed only if the header table specification for F00201 (ESU) exists in your environment and contains at least one record.	When you select this table ID, the system displays the Object List window along with the process definition records from F00201.Select the required record process definition record. The system closes the Object List window and auto-populates the Product Code, User Code, and filter value for PRCDID based on the selected record from the F00201 table. The system will also display the name of the selected process definition in the Description field. For example, for a process definition named Warehouse Pick Process, the system displays these auto-populated values: Table ID: F00201 Description: Process Definition - Warehouse picking process Product Code: 46 User Code: PS From Node Column: FRPN To Node Columns: TOPN, OTPN1, OTPN2, OTPN3, OTPN4, OTPN5, OTPN6, OTPN7, OTPN8, OTPN9, OTPN10 Filter Configuration: [{"column": "PRCDID", "operator": "=", "value": "99990001"}]	Select the node from the Start Node drop-down list. For example, select 210.
   Registration Activity Rules (F1732)	Table ID: F1732 Description: Registration Activity Rules Product Code: 17User Code: RS From Node Column: REGSTS To Node Columns: REGSTSN, REGSTS1, REGSTS2, REGSTS3, REGSTS4, REGSTS5 Filter Configuration: [{"column":"ITYPE","operator":"=", value:"}]	Select the required start node from the Start Node drop-down list. In the Filter Configuration section, you can choose to override the auto-populated values in the Operator field and enter these values in the Value field: ITYPE = P REGSTS = 10
   W.O. Status Action Table (F4826)	Table ID: F4826 Description: W.O. Status Action Table Product Code: 00 User Code: SS From Node Column: SRST To Node Columns: NTST , A1ST, A2ST, A3ST, A4ST, A5ST Filter Configuration:[{"column":"DCTO","operator":"=", value:""}, {"column":"TYPS","operator":"=", value:""}]	Select the start node from the Start Node drop-down list. For example, select S1 for Sales Order. In the Filter Configuration section, you can choose to override the auto-populated values in the Operator field and enter these values in the Value field: DCTO = SA TYPS=Y

   Note: To manually configure fields on the Process Definition tab, enter the Table ID and the required values (Product Code, User Defined Code) in the fields, and click Load Process Definition. The system will then display the remaining configuration fields. Enter the required values in these fields to continue with your design configuration.
6. In the Object List window, if you select:

   • Process Definition:

     The system displays the process definition records from F00201. Select the required process definition record.

     The system auto-populates the Table ID, Product Code for UDC, User Defined Code for UDC, From Node Column, To Node Columns, and Filter Configuration fields based on the process definition records. See the table in the previous section for details. See Understanding the Process Definition Application.

   • Tables:

     The system auto-populates the Table ID, Product Code for UDC, User Defined Code for UDC, From Node Column, To Node Columns, and Filter Configuration fields based on the table data.

     You can override these values.

7. From the Start Node drop-down list, select the start node. This indicates the first node of the process flow diagram that is generated by the system.

8. In the Filter Configuration section, values are automatically populated based on the selected boilerplate. You can either use the example input values shown in the table in Step 5, or define design time values by following these steps:

   1. From the Operator drop-down list, select refer to.
   2. From the Value drop-down list, select (new). The system displays the Open Design Option icon next to the Value field and a red "i" icon on the Design Option tab to indicate invalid or incomplete input.

   3. You can either click the Open Design Option icon or click the Design Option tab on the left. On the Design Option tab, enter a value in the Default Value field.

   4. Click the Parent Process icon to return to the Process Definition tab.

   Note: To add more filters, click the Add Filter (+) icon.
9. Click the Generate button. The system displays the Parent Process tab along with the newly generated process diagram based on the settings you specified on the Process Definition tab.

   Note: The Generate button is disabled if there are any validation errors or if any required fields are missing in this tab.

   Note: You can click the Open Process Definition icon to review or make changes to the values. If you make changes, click the Generate button again to generate the modified process flow diagram in the Parent Process tab.

10. On the Parent Process tab, drag and drop the nodes to the required position. You can click the following icons to modify the process diagram.

    • Snap to Node: Click the Snap to Node icon to align the process diagram to the node points.
    • Snap to Grid: Click the Snap to Grid icon to align the process diagram to the grid points.
    • Zoom to Fit: Click the Zoom to Fit icon to resize the process diagram to fit into the model pane.

    You can hold the Ctrl key when dragging and dropping a node to temporarily disable Snap to Grid and Snap to Node features.

11. On the Main Process Properties tab on the right, in the Process Name field, override the default value and enter an appropriate name for your process. Also, you can change the color of the nodes by using the Color Theme Override drop-down list.

12. Click Save. The Enter New Name window is displayed.

13. Enter a new name and click OK.