Before You Begin

This 45-minute tutorial shows you how to create an orchestration that automatically creates an EnterpriseOne sales order with multiple order lines. It shows how to use the Orchestrator Process Recorder to capture the steps you would do manually in the EnterpriseOne forms. That recording becomes an Orchestrator form request, which you will then include in an orchestration called “Enter Sales Order.” Finally, it shows how to add the orchestration to an EnterpriseOne composite page and enter a sales order from that page.

Background

When you use the Process Recorder to capture a process that adds a row to a grid, each field that you update in the row is captured as an input to an array in the form request. The array captured in the form request is automatically named GridData.

In the Orchestrator Studio, when you add this type of form request to an orchestration, you can automatically generate the GridData array as an input to the orchestration. You then map the GridData array inputs in the orchestration to the inputs in the form request, the orchestration repeatedly invokes the form request to add multiple records to a grid in EnterpriseOne.

What Do You Need?

• Orchestrator Studio 9.2.7 or higher deployed in a JD Edwards EnterpriseOne test environment with a minimum of EnterpriseOne Tools 9.2.7.
• Data for customers, items, and branches in the database.
• Access to the Orchestrator Studio and permissions to create orchestration and service request components, which are managed as user defined objects (UDO) in EnterpriseOne. See “Managing Orchestrator Studio Security” in the JD Edwards EnterpriseOne Tools Orchestrator Studio Guide.
• Access to the Process Recorder in EnterpriseOne, which is enabled through UDO feature security.

Using the Process Recorder to Create a Form Request for Entering a Sales Order

1. Sign in to the JD Edwards EnterpriseOne Orchestrator Studio.
2. Access the EnterpriseOne application by clicking the JD Edwards EnterpriseOne icon on the Orchestrator Studio Home page.
   
   Note: Ensure you sign in as the same user that you used to sign in to the Orchestrator Studio.
3. In EnterpriseOne, using Fast Path or the Navigator menus, access the Sales Order Detail (P4210) application.
4. With the Customer Service Inquiry form launched, click your User ID in the upper right corner to access the Personalization menu, select Record a Process.
5. In the Process Recorder, click the Start button.
6. In Customer Service Inquiry, click Add.
7. In Sales Order Detail Revisions, complete the following fields in the header area:
   Branch/Plant = 30
   Sold To = 4242
8. In the first row of the grid, complete the following fields:
   Quantity Ordered = 1
   Item Number = 220
   
9. Click OK to save the order.
   
10. In the Process Recorder, click Return Values.
    
11. In Sales Order Detail Revisions, click the two fields to the right of the Previous Order field, which display the order number and order type (SO) of the order that you just entered.
    The Process Recorder adds these fields to the Return Controls box. When you run an orchestration that uses this form request to add a sales order, these values can be returned in the orchestration output.
12. In the Process Recorder, click Resume and then click Stop.
13. Complete the following fields in the Process Recorder:
    Name = Enter Sales Order
    Description = Enter Sales Order.
    Product Code = 55
    
    NOTE: If you leave the Product Code field blank, the Orchestrator will assign 55 as the default value.

    

14. Click Save.
    EnterpriseOne saves the recording as a Form Request UDO.
15. Close the Process Recorder.

Creating the Enter Sales Orders Orchestration

1. Access the Orchestrator Studio.
2. On the Orchestrator Studio Home page, click the Form Requests icon.
3.  On the left side list panel find the Form Request you just created with process recorder, called Enter Sales Order, select it. If you don’t see Enter Sales Order listed, click the refresh icon.
4. In the Form Request, Click the circled 2 to select the Sales Order Detail Revisions form.

5. Change the following Input values in the grid:

   Business_Unit = Business Unit

   Long_Address_Number = Customer Number

   GridIn_1_2 = Item List

   Quantity_Ordered = Quantity Ordered

   Item_Number = Item Number

   

6. Save the Form Request.
7. In the Manage menu select Create Orchestration, this automatically create the orchestration and add inputs, transformations, and outputs to the orchestration for you.
8. When the generated orchestration is displayed click the Save button. The name defaults to Enter Sales Order from the form request.
9. Click the Start icon in the orchestration flow and then click Inputs and Values icon.

   

10. For the Quantity Ordered (in the Item List Array), change the Value Type option from “String” to “Numeric.”
11. Delete the P4210_Version row from the input (if a warning shows on the diagram ignore it, this is expected). Save the orchestration and the warning is cleared.
12. Click the End icon in the orchestration flow and then click the Outputs and Assertions icon.
13. In the Outputs tab, in the Output column, turn on the switches for the Previous Order and Previous Order Type outputs if they are not already on. Change the following values:
    Previous Order = Order Number
    Previous Order Type = Document Type
14. The Orchestration Outputs dialog box should look like this:

    

15. Click on the Message tab, toggle the Success Message on.

16. Enter the following in the Success Message field:

    New Order Number: ${Previous_Order_Number}

17. On the Orchestration design page, click Save to save the orchestration.

Testing the Enter Sales Order Orchestration

1. On the Orchestration design page, click the Start icon in the orchestration flow and then click the Run Orchestration icon (or double click the Start icon).
2. In the input fields on the left, enter the following:
   Business Unit = 30
   Customer Number = 4242
   
3. Click the Array Inputs button and enter three rows.
   Quantity Ordered = 1, Item Number = 220
   Quantity Ordered = 2, Item Number = 221
   Quantity Ordered = 3, Item Number = 222

   

4. Close (X) the popup for array input, then click Run.
5. Expand the Inputs area on the right to clearly see the JSON input that was sent. The Output shows the new order number and the success message. Write down the Order Number.

   

6. Sign in to the EnterpriseOne application.
7. Fast path to the P4210 application and locate the new sales order by entering the order number value.
   The orchestration automatically entered the new sales order with three items that you just created.
   

   

   You have just completed your first orchestration. All orchestrations are REST APIs. To invoke the REST API, a REST client, such as a third party system or a mobile application, can call the orchestration with a POST to this URL: : http://your-AIS-URL/jderest/orchestrator/Enter%20Sales%20Order

   Orchestrations can also be called from EnterpriseOne on the web. The next optional part of the exercise shows you how to call an orchestration from a composed page in EnterpriseOne.

Calling the Orchestration from EnterpriseOne (Optional)

1. In EnterpriseOne click the home icon to return to the home screen.
2. Select the login drop-down menu at the top. Open Manage Content, and then select Composed Pages.
3. In the Name drop-down, choose Create.Then click the Create New Content icon and select Designer Pane.
4. Name the pane Enter Sales Order, enter a description, and move the rows and columns down to a value of 1. Click OK to continue.

   

5. Click Edit (pencil) and change the page title to Enter Sales Order.
6. Hover over the new tile until a + icon appears and click the +. The Configure Tile dialog displays.

   

7. In the Configure Tile dialog:
   
   • Set Tile Type to Orchestration.
   • Click Action (gear icon) to launch the selector for orchestrations.
   • In the search bar, enter the orchestration that you created in the previous exercise, Enter Sales Order. Select the orchestration.
   • Turn on Show Message.
   • Click Save.

     

   • Set the Title to Quick Sales Order.
   • Click OK.

     

8. On the top right of the designer page set the Description to Enter Sales Order Orchestration.
   

   

9. Save the composite page, save is also in the top right. In the Enter New Name dialog, put Enter Sales Order Orch, and click OK.
   

   

10. Click Close (x) to close the designer.
11. Your new composed page will display on the home page. If your page is not displayed, click away to another page, then click back to Enter Sales Order Orch page.
12. Click the Quick Sales Order tile to run it.
    

    

13. Enter the inputs for the orchestration, including a few rows of items with quantity.
    

    

14. Click OK.
15. The orchestration runs and displays a dialog with the new order number.
    

    

16. Fast path to the P4210 application and locate the new sales order by entering the order number value.
    

    

    In this Oracle-by-Example lesson you learned how to:

    • Create a form request by recording a process in an EnterpriseOne application.
    • View that form request in Orchestrator Studio and change the names of inputs.
    • Create an orchestration from that form request.
    • Modify the orchestration inputs and outputs.
    • Test the orchestration from Orchestrator Studio.
    • Create an EnterpriseOne page with a designer pane and a tile to run the orchestration from within EnterpriseOne.

    Building on these basic skills you can learn how to create more complex orchestrations to simplify and automate business processes.

Want to Learn More?

• JD Edwards EnterpriseOne Tools Orchestrator Guide