Introduction

This Oracle by Example (OBE) demonstrates how to set up the JD Edwards EnterpriseOne Sustainability Framework to record and report on Scope 2 – Purchased Energy (Location-based). In this OBE, you will configure determinants, activity types, and ledger entries to track sustainability.

Background

Organizations are increasingly required to track and report greenhouse gas emissions from the purchased energy as part of regulatory compliance and sustainability management, as part of Scope 2. The JD Edwards EnterpriseOne Sustainability Framework provides foundational components and activity ledgers to record these details.

Scenario

An automotive components manufacturer who operates a facility in Alaska, needs to track electricity consumption (location-based), for sustainability reporting. The company tracks this consumption for sustainability reporting under Scope 2. Let us set up the components of the Sustainability Foundation:

Prerequisites

  • Access to Oracle JD Edwards EnterpriseOne with Sustainability Framework enabled (system code 20S active).
  • Appropriate roles and permissions to update Sustainability Foundation configurations.
  • Next Numbers configured for activity documents and batches.
  • Availability of supplier and Business Unit master data.

1: Setting Up Determinants

For energy consumed in the manufacturing process, the type of energy and grid region are key in determining the emission factor. For this example, we will configure Electricity (Energy Type) and Alaska (Grid Region) as determinants.

  1. Sign in to the EnterpriseOne web client.
  2. From the EnterpriseOne Menus, select Sustainability Framework Setup (G20S41), and then select Determinants (P20S05).
  3. On the Work with Determinants form, click Add to open the Determinants Revision form (W20S05C).
  4. For each field, enter the following values:
    5. Determinant ELECTRICITY
    Determinant Description Electricity
    Determinant Type ENERGY _TY
    Determinant AKGD
    Determinant Description Alaska Grid
    Determinant Type GRID_REG
  5. Click OK to save the determinants.
    6. Description of sample-image-1.png follows
    Work with Determinants form

2: Mapping Determinant Type

To save the determinants in the Sustainability Activity Ledger table (F20S11), map each determinant type to the associated column using the Determinant Type Mapping program (P20S09).

  1. From the EnterpriseOne Menus, select Sustainability Framework Setup (G20S41), and then select Determinant Types Mapping (P20S09).
  2. On the Work with Determinant Types Mapping form, click Add to open the Determinant Types Mapping Revision form (W20S09B).
  3. Enter the following mappings for the determinant types:
    4. Determinant Type ENERGY_TY
    Associated Data Item ALENERTYP
    Determinant Type GRID_REG
    Associated Data Item ALGRIDREG
  4. Click OK to save the changes.
    5. Description of sample-image-1.png follows
    Work with Determinant Types Mapping form

3: Defining Activity Type for Purchased Energy

The electricity consumed at this facility is purchased from the power grid, so it is classified as a Purchased Energy activity.

  1. From the EnterpriseOne Menus, select Sustainability Framework Setup (G20S41), and then select Activity Types (P20S01).
  2. On the Work with Activity Types form, click Add to open the Activity Type Revision form (W20S01D).
  3. Enter the following values:
    • Activity Type: PE_LOC
    • Activity Type Description: Purchased Energy - Location
    • Scope: 2
    • On the Determinant Types tab, create two rows, one each for determinant types ENERGY_TY and GRID_REG.
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    Determinant Type tab
    • On the Measure Type tab, enter measure type QUANTITY in the Measure Type field.
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    Measure Type tab
    • (Optional) On the Emission Types tab, enter these in the Emission Type field: CH4, CO2
    Description of sample-image-1.png follows
    Emission Type tab
  4. Click OK to save the changes.

4: Defining Activity Source Energy

The manufacturing facility consumes electricity from the Alaska grid, so we will designate ELE_AKGD (Electricity Alaska Grid) as the activity source for the Purchased Energy activity type.

  1. From the EnterpriseOne Menus, select Sustainability Framework Setup (G20S41), and then select Activity Source (P20S07).
  2. On the Work with Activity Source form, click Add to open the Activity Source Revision form (W20S07C).
  3. Enter the following values:
    4. Activity Source ELE_AKGD
    Activity Source Description Electricity Alaska Grid
    Activity Source Long Description Electricity Alaska Grid Region
    Activity Type PE_LOC
    Transaction Source V(to specify the source of voucher or invoice)
    Determinant AKGD, ELECTRICITY (for the two determinant type rows)
  4. Click OK to save the changes.
    5. Description of sample-image-1.png follows
    Activity Source Revision form

5: Defining Activity Source Preference

Business Unit 1 of the company procures electricity from the supplier 4343 located in the state of Alaska, and uses it for its manufacturing activities. To make sure the activity source appears automatically in sustainability transactions, you must set up an activity source preference record based on the Business Unit and Supplier details. Use the Activity Source Preference program (P20S21) to complete this task.

  1. From the EnterpriseOne Menus, select Sustainability Framework Setup (G20S41), and then select Activity Source Preference (P20S21).
  2. On the Work with Activity Source Preference form, click Add to open the Activity Source Preference Revision form (W20S21B).
  3. Enter the following values:
    4. Business Unit 1
    Supplier 4343
    State AK (Alaska)
    Activity Source ELE_AKGD (Electricity Alaska Grid)
  4. Click OK to save the record.
    5. Description of sample-image-1.png follows
    Activity Source Preference Revision form

NOTE: You can use this program to specify the activity source for the entire or partial combination of company, business unit, supplier, item number, county, state, and country.

6: Entering the Sustainability Activity Record Using Standard Voucher Entry (P0411)

When the company receives electricity bill for a specific period, they use the Standard Voucher application to enter a voucher, which creates a corresponding record in the Sustainability Activity Ledger.

Set up processing options for Sustainability Framework MBF (P20S12):

  1. From the EnterpriseOne Menus, enter IV in the Fast Path, and then enter P20S12 in the Interactive Application field. Open Sustainability Framework MBF and select Processing Options from the Row menu.
  2. Enter processing options on each tab as required:
    • Default tab: Set relevant defaults for sustainability processing.
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      Default tab
    • Workflow tab: Configure workflow options (if applicable).
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      Workflow tab
    • Audit tab: Enter 1 to activate the audit history for compliance and reporting requirements. You can leave this field blank if you do not want to activate the audit history. To complete the steps in this OBE, enter the value 1.
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      Audit tab

Set up processing options for Standard Voucher Entry (P0411):

  1. From the EnterpriseOne Menus, select Sustainability Framework Processing (G20S10), then right-click the Standard Voucher Entry (P20S11IZJDE0001), and select Processing Options.
  2. Select the Sustainability tab, and then enter value for Version processing option. You can leave it blank for the system to consider ZJDE0001.
  3. If you specify 1 for the Default Activity Source processing option, the system retrieves the activity source in the transaction automatically, based on the preference setup in the Activity Source Preference program (P20S21). You can then verify the activity source and modify it, if required.
    4. Description of sample-image-1.png follows
    Sustainability tab

Entering the Voucher Using the Standard Voucher Entry program (P0411)

  1. From the EnterpriseOne Menus, select Sustainability Framework Processing (G20S10), and then select Standard Voucher Entry (P0411|ZJDE0019).
  2. Click Add on the Supplier Ledger Inquiry form.
  3. On the Enter Voucher - Payment Information form, enter the following information:
    4. Company 00001
    Supplier Number 4343
    G/L Date 06/08/2025
    Gross Amount 2000
    Description of sample-image-1.png follows
    Enter Voucher-Payment Information form
  4. Click OK to save the record.
  5. On the G/L Distribution form, enter these GL distribution details and the sustainability information in the form:
    6. Account Number 1.8330
    Activity Source ELE_AKGD
    Resource Quantity 50
    Resource UoM KW
    (Optional) Consumption Start Date 1/5/2025
    (Optional) Consumption End Date 05/31/2025
    (Optional) Total Co2e Emissions 2.36
    (Optional) Total Co2e Emissions UoM KG
    (Optional) Co2 Emissions 1.27
    (Optional) Co2 Emissions UoM KG
    (Optional) Energy 0.56
    (Optional) Energy UoM MJ
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    G/L Distribution form
  6. (Optional) If you have the segregated details of total emissions, you can select the record and select Emissions from the Row menu to enter these details.

    7. NOTE: These Emission Type will display by default based on the setup on the Emission Type tab of the Activity Type (P20S01) program.

    Description of sample-image-1.png follows
    Emissions form
  7. Click OK to save the record. This also creates a corresponding activity record for the voucher in the Sustainability Activity Ledger table.
  8. Click Find to review the voucher that you created. To review the activity record, either select the voucher record and select Activity Ledger from the Row menu, or use the Sustainability Activity Ledger program (P20S11) to search for the batch.

Conclusion

In this OBE, you learned how to create the setup to track Scope 2 – Purchased Energy (Location-based) in JD Edwards EnterpriseOne, improving accuracy and compliance in sustainability and emissions reporting.

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