Example: A JD Edwards EnterpriseOne Workflow Process

The Accounts Receivable application can detect when a user changes a customer's credit limit. This ability to detect a change enables an approval process to automatically route a message to the appropriate people for their approval or rejection.

In the following example, a user changes a customer's credit limit from 50,000 USD to 60,000 USD. The system displays a message box that notifies the user that the changes have been submitted for approval. The system does not reflect the new credit limit in the customer record until the change is approved.

The approver receives a message in the Credit Management Queue through the Employee Work Center. The message indicates that the change is pending approval.

To approve or reject the change, the approver clicks the message and clicks the Workflow Approval button, which opens a form used to approve or reject the message. This form also enables the approver to add supplemental information about the approval or rejection action for audit purposes.

If the approver rejects the change, the system retains the customer's old credit limit information and sends a message to the originator, informing her or him of the rejection, which completes the JD Edwards EnterpriseOne workflow process.

If the approver approves the change, a business function task initiates a named event rule (NER) that updates the database with the customer's new credit limit.

The process sends a message to the user who originated the credit limit change, indicating that the credit limit change was approved.