Understanding System Setup for Operational Sourcing

This table lists the required setup for the JD Edwards EnterpriseOne Operational Sourcing system:

Setup Feature

Explanation

Roles

You must set up user roles for your bidders and suppliers so that you can assign the roles in the Sourcing Constants program (P43Q90).

See "Working With User and Role Profiles" in the JD Edwards EnterpriseOne Tools Security Administration Guide

UDCs

You must set up several UDCs that are specific to the JD Edwards EnterpriseOne Operational Sourcing system.

Bid questions

You can set up templates for bid questions so that you can use the questions for multiple sourcing events. The system constants for JD Edwards EnterpriseOne Operational Sourcing require you to enter a default price question. You must create the default price question before you set up the system constants.

Address Book records for bidders, suppliers, and sourcing contacts

You must set up bidders and suppliers in the JD Edwards EnterpriseOne Address Book system. After you create Address Book records for your bidders and suppliers, you must then attach who's who records to them in the following way:

  • The sourcing contact must have the Primary Contact option selected and the contact type must be the type that you set up for sourcing.

  • The sourcing contact must have an email address and a phone number or fax number.

See "Adding Address Book Records" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.

See "Adding a Who's Who Record" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.

See "Adding Phone Numbers to Who's Who Records" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.

See "Adding Electronic Address Information to Who's Who Records" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.

System constants

You must set up the system constants for JD Edwards EnterpriseOne Operational Sourcing; which provide default processing information.