Creating an Enterprise Process Using Templates

You can create an enterprise process using the design mode in the Enterprise Modeler. The design mode enables you to select a template provided by the system and configure the source of data for metrics, measurements, and KPIs, and to define certain aggregations or calculations (sum, average, and so on.) for those metrics. You can then save your configurations as a process UDO. For more information, see User Defined Object (UDO) Features in Enterprise Process Manager in the JD Edwards EnterpriseOne Tools Enterprise Process Manager Guide.

Enterprise Process Modeler templates are designed using order activity rules or process definition IDs, which define the structure and flow of the process. The system creates the process framework based on the configuration of the selected Order Activity Rule or Process Definition ID.

Process Definition records are created for processes that do not use order activity rules. For more information on creating process definition records, see Setting Up a Process Definition Record in the JD Edwards EnterpriseOne Tools Enterprise Process Manager Guide.

To create a new enterprise process:

1. Access the JD Edwards EnterpriseOne application.

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

   The system 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 layout along with the template used for its creation and the design time options.

   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. From the Import Process Template drop-down list, select a template.

   The available templates that use order activity rules are:

   • JDE TMPL Procure to Pay template is available starting with Tools Release 9.2.9. See Enterprise Process Model Template for Purchase Orders.

   • JDE TMPL Requisition template is available starting with Tools Release 9.2.9.3. See Enterprise Process Model Template for Requisition.

   Starting with Tools Release 9.2.26.0, you can create Procure to Pay enterprise processes using process definition IDs. The templates available are:

   • JDE TMPL P2P Procure to Pay. See Procure to Pay Process Model Template Metrics.
   • JDE TMPL P2P Purchase Order. See Purchase Orders Process Model Template Metrics.
   • JDE TMPL P2P Requisition. See Requisition Process Model Template Metrics.
   • JDE TMPL P2P Approval. See Approvals Process Model Template Metrics.
   • JDE TMPL P2P Receipt. See Receipts Process Model Template Metrics.
   • JDE TMPL P2P Receipt Routing. See Receipt Routing Process Model Template Metrics.
   • JDE TMPL P2P Voucher Match. See Voucher Match Process Model Template Metrics.
4. Click OK.

   The Order Type and Line Type fields (for templates using order activity rules) or Process Definition ID field (for templates using process definitions), along with their default values, are displayed in the Create Process window. You can edit these values or accept the default values.

5. Click OK. The Main Module tab is displayed in the Enterprise Process Manager window, where you can view the automatically generated enterprise process diagram based on the selected template and values defined in the Create Process window.

   The nodes in the process diagram represent the tasks in the process template and the links represent the connection between the nodes. For more information on the nodes properties and the various tabs and configurations on the Enterprise Process Manager page, see Creating an Enterprise Process Using Predefined Template in the JD Edwards EnterpriseOne Tools Enterprise Process Manager Guide.

6. Click the save icon. Enter a name for the process model in the Enter New Name window.
7. Click OK.
8. Click the Open Process Definition icon (next to Design Option) to review the settings.

   The Process Definition window opens. You can view the Basic Configuration, Filter Configuration, and Status Configuration details based on the values defined in the Create Process window and the process definition that you have set. These configurations are used to build the nodes and links and to automatically generate the process model.

   • The Basic Configuration section displays the UDC for the selected order activity rule or process definition and the table that the system uses to generate the template.
   • The Filter Configuration section displays the columns based on which the data is filtered. The system filters the data based on the order activity rule or the Process Definition ID values .
   • The Status Configuration section displays the Source Status Column, Start Status, and Target Status Column Set.