Procurement Management Implementation Guide

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Title and Copyright Information
Preface
1 Introduction to JD Edwards EnterpriseOne Procurement Management
- JD Edwards EnterpriseOne Procurement Management Overview
- JD Edwards EnterpriseOne Procurement Management Integrations
- JD Edwards EnterpriseOne Procurement Management Implementation
  - Global Implementation Steps
  - Procurement Implementation Steps
- Business Interface Integration Objects
2 Understanding Procurement
- Industry Overview
  - Procurement Description
  - Industry Environment and Concepts for Procurement
- Procurement System Overview
3 Understanding Vertex Sales Tax Q Series
- Compatibility of the Vertex Sales Tax Q Series System
4 Understanding Pricing in Procurement
- Pricing in Procurement
- Understanding Standalone Check Price for Procurement (Release 9.2 Update)
- Forms Used to Check Price and Availability in Procurement with a Standalone Application (Release 9.2 Update)
- Checking Price in Procurement Using a Standalone Application (Release 9.2 Update)
- Setting Processing Options for Check Price and Availability for Procurement (P4074)
  - Process (Release 9.2 Update)
5 Understanding Customer and Supplier Self-Service Setup
- Customer and Supplier Self-Service
  - Prerequisites
- Self-Service Setup
6 Setting Up the Procurement System
- Understanding System Setup
- Understanding the Setup of Procurement Next Numbers
- Defining Order Line Types
- Setting Up Order Activity Rules
- Setting Up Procurement Constants
- Setting Up UDCs
- Setting Up AAIs
- Creating Tolerance Rules
- Setting Up Rounding Tolerance Rules For Voucher Match Automation
- Setting Up Order Hold Information
- Setting Up Landed Costs
- Setting Up Nonstock Items
- Defining Print Messages
  - Understanding Print Messages
  - Forms Used to Define Print Messages
- Setting Up Templates for Purchase Orders
- Creating Model Logs
- Setting Up Hierarchical Logs
7 Setting Up Supplier Information
- Setting Up Supplier and Item Information
- Defining Supplier Prices and Discount Rules
8 Setting Up Rebates
- Understanding Setup for Rebates
- Entering Basic Rebate Agreement Information
- Defining Conditions for Obtaining a Rebate
- Defining Purchase Limits for Rebate Amounts
9 Setting Up Purchase Order Commitments
- Setting Up Commitment Tracking
10 Entering Purchase Orders
- Understanding Purchase Order Entry
- Setting Processing Options for Purchase Orders (P4310)
  - Defaults
  - Display
  - Interfaces
  - Processing
  - Duplication
  - Cross Ref
  - Order Inquiry
  - Versions
  - Currency
  - Approvals
  - Budgeting
  - Interop
  - Order Revision
  - Self-Service
  - Matrix
  - Workflow
  - Transfer Order
  - Style
- Entering Order Header Information
- Entering Order Detail Information
- Creating Volume-Based Buying Recommendations
11 Working with Purchase Orders
- Working with Special Order-Entry Features
- Working with Budgets
- Working with Orders on Hold
- Working with Log Information
- Printing Orders by Batch
- Printing Orders Individually
- Working with Order Information
12 Using Receipt Processing
- Understanding the Receiving Process
  - Informal Receiving Process
  - Formal Receiving Process
- Printing Purchase Receivers
- Entering Receipts
- Entering Cascading Receipts
- Reviewing Journal Entries for Receipt Transactions
- Printing Receipt Information
13 Creating Vouchers
- Understanding Voucher Creation
  - Prerequisite
  - Voucher Creation
- Reviewing Open Receipts
- Entering Landed Costs
- Creating Vouchers
- Working with Retainage
- Creating Multiple Vouchers from Receipt Records
- Logging Invoices Before Receiving Goods
- Printing Voucher Information
14 Understanding the Voucher Match Automation Process
- Understanding the Voucher Match Automation Process
- Common Terms
- Understanding the Voucher Match Automation Process
- Understanding Validations and Requirements for Matching
- Understanding Batch Voucher Processing for the Voucher Match Automation Process
  - Adding and Modifying Records for the Voucher Match Automation Process
15 Using the Voucher Match Automation Process
- Understanding Proof, Final and Suggest Modes
  - Effect of Processing Options on Process Output
- Setting Processing Options for the Voucher Match Automation Process
- Running the Voucher Match Automation Process
- Using the Voucher Match Process Workbench
- Purging Matched VMA Records From the F0411Z1and F0411Z1T Tables
  - Understanding Methods to Purge Matched VMA Records from the F0411Z1 and F0411Z1T Tables
  - Purging Matched Records from the F0411Z1 and F0411Z1T Tables
16 Processing Special Orders
- Understanding Special Order Processing
  - Supplier Classification Codes
  - Additional Properties and Category Codes
- Working with Requisitions
- Working with Blanket Orders
  - Understanding Blanket Orders
    - Alternate Tax Rate/Area Assignment Functionality for Blanket Order Releases
  - Forms Used to Work with Blanket Orders
- Working with Quote Orders
- Creating Orders from Price Quotes
- Working with Order Revisions
- Generating Purchase Orders
- Working with the Stocked Item Reorder Point Batch Purchase Order Generator
17 Processing Approvals
- Understanding Approval Processing
  - Progressive Web Application for Approving Purchase Orders Using a Mobile Device
- Working with Approval Routes
- Working with Orders Awaiting Approval
- Approving or Rejecting Orders
- Setting Up Field Constants for Approval Processing
18 Routing Receipts
- Understanding Receipt Routing
- Creating Receipt Routes
- Defining Payment Eligibility for Item Removal
  - Understanding Item Removal
  - Forms Used to Define Payment Eligibility for Item Removal
- Activating Receipt Routing
- Defining Sample Requirements and Item Specifications
- Working with Items in a Receipt Route
- Removing Items from a Receipt Route
- Reviewing the History of Items in a Receipt Route
19 Managing Suppliers
- Managing Suppliers
- Understanding Conversion of Supplier Limit Amounts
  - Example: Rounding Converted Limit Amounts
- Generating Supplier Prices in an Alternate Currency
- Managing Supplier Performance Information
- Updating Supplier and Item Analysis Records
20 Processing Rebates
- Understanding Rebates
- Reviewing Summary Information for Rebate Agreements
  - Understanding Rebate Status Information
  - Forms Used to Review Summary Information for Rebate Agreements
- Reviewing Purchasing Transactions for a Rebate
  - Forms Used to Review Purchasing Transactions for a Rebate
- Changing the Quantity or Amount Applied to a Rebate
- Updating Rebate Information
21 Updating Orders
- Understanding Order Updates
- Updating Status Codes
- Revising Purchase Dates
22 Processing Purchase Order Commitments
- Understanding Commitment Processing
- Understanding How to Review Commitment Information for Orders
- Understanding the Commitment Integrity Verification Process
- Working with Commitments and Encumbrances
- Running the Commitment Integrity Report
- Purging PA Ledger Detail Records
- Rebuilding a Commitment Audit Trail
- Posting Committed Costs to Jobs
- Performing Encumbrance Rollover
23 Using Customer and Supplier Self-Service
- Reviewing Receipts on the Web
  - Prerequisite
  - Form Used to Review Receipts on the Web
- Reviewing Orders on the Web
  - Understanding Order Review
  - Reviewing Orders
- Responding to Requests for Quotes
24 Purging Data
- Understanding Data Purge Programs
  - Considerations
  - Prerequisites
- Purging Data
25 Appendix A - Tables Used by JD Edwards EnterpriseOne Procurement Management
- Tables Used by JD Edwards EnterpriseOne Procurement Management
26 Appendix B - Delivered Workflow for JD Edwards EnterpriseOne Procurement Management
- Delivered Workflow for JD Edwards EnterpriseOne Procurement Management
  - Purchase Order Acknowledgement Approval
    - Description
    - Workflow Objects
  - Promised Date Change
    - Description
    - Workflow Objects
27 Appendix C - JD Edwards EnterpriseOne Procurement Management Reports
- JD Edwards EnterpriseOne Procurement Management Reports: A to Z
- JD Edwards EnterpriseOne Procurement Management Selected Reports
28 Appendix D - Delivered User Defined Objects for Procurement Management (Release 9.2 Update)
- Procurement Management Notifications
- Procurement Management Orchestrations
29 Appendix E - Enterprise Automation for JD Edwards EnterpriseOne Procurement Management (Release 9.2 Update)
- Understanding Enterprise Automation
- Prerequisites
- Key Concepts
- Using Enterprise Automation in Procurement (Release 9.2 Update)
- Using Enterprise Automation for Procure to Pay Process Integrated with Warehouse Putaway (Release 9.2 Update)
30 Appendix F - Enterprise Process Modeler for Procurement (Release 9.2 Update)
- Enterprise Process Modeler Overview
- Prerequisites
- Enterprise Process Modeler for Procure to Pay
- Enterprise Process Modeler for Requisition
31 Appendix G - Purchase Order Approval Progressive Web Application (Release 9.2 Update)
- Purchase Order Approval Progressive Web Application
- Purchase Order Approval Progressive Web Application Overview
  - Differences and Limitations: Purchase Order Approval
- Setting Up the Purchase Order Approval Progressive Web Application
- Setting Processing Options for the Mobile Purchase Order Approval - Phone (M43083)
  - Defaults
- Using the Purchase Order Approval Progressive Web Application
  - Reviewing Purchase Orders Awaiting Approval Using a Progressive Web Application
  - Approving and Rejecting Purchase Orders Using a Progressive Web Application
32 Appendix H - Configuring and Deploying PO Approval Progressive Web Application (Release 9.2 Update)
- Configuring and Deploying PO Approval Progressive Web Application - Prerequisites
- Configuring and Deploying PO Approval Progressive Web Application
33 Glossary
- Approval Route Code
- Branch/Plant
- Buyer
- Discount Factor
- Evaluated Receipts
- Extended Cost
- Freight Handling Code
- G/L Category and G/L Offset (general ledger category and general ledger offset)
- Hold Code
- Item Price Group
- Landed Cost Rule
- Last Status
- Ledger Type
- Line Type
- Next Status
- Order Type
- Pricing Rule
- Print Message
- Subledger
- Supplier
- Tax Explanation Code
- Tax Rate/Area
- Unit Cost