JDEDWARDS ENTERPRISEONE

IMPLEMENTING JD EDWARDS WORKFLOW

USERS

INTERACTION

JDEDWARDS WORKFLOW
INTERACTION

What is WORKFLOW:

USERS

Email - Work BASICS CONCEPTS Centre Oracles JD Edwards EnterpriseOne workflow processes enable you to automate high-volume, paper-based business processes into an emailbased process flow across a network. Documents, information, and tasks pass from one participant to another for action based on as set of procedural rules. The result is an automated and efficient process with minimal user involvement, which enables you to streamline existing business processes, increase efficiency, and reduce process time. SPECIAL FEATURES Some features in this presentation were created by Premier and are not present in a standard installation.
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WORKFLOW INTERACTION
Tools for mapping business processes, which might be defined sets of routes, roles, and rules for the movement of documents and tasks Implementation of those business processes through linkages with a companys computer network, shared databases, and email systems so that information can flow through the organization at a controlled and efficient pace

Applications

WorkFlow Kernel
Table Event Rules

UBE
Figure 1 Workflow Interactions

WORKFLOW ACTIONS
Acknowledgement or Notification

Action

Approve, Reject

Change a Status, Update the database Execute Logic

AUTOMATE BUSINESS PROCESSES

The automated process reduces errors and generates less paperwork.

Offers you unlimited flexibility to incorporate innovative ideas

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WORKFLOW MESSAGES
Comments captured during an Approval, Rejection Header Info: Business Unit /MCU (...)

Detailed Information, Orders, Amounts

Email Notification / Work Centre

MESSAGES BUILDING
Technology behind is text substitution

EMAIL INTERNAL / EXTERNAL

EMPLOYEE / VENDOR / CLIENT EMAIL

Setup email per Address Book Internal or External Email

ROUTING MESSAGES
Document Type

Sales Order Work Order Purchase Order

Business Unit

MCU MMCU

Category Code

Any Category Code

BUILD MESSAGE ROUTING USING DISTRIBUTION LISTS

Using specific fields Concatenate multiple fields

DISTRIBUTION LIST CONFIGURATION

DISTRIBUTION LISTS
Concatenate multiple fields to segregate a GROUP
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ADD MEMBERS TO A DISTRIBUTION LIST

DISTRIBUTION LISTS
Any number of Members in the Distribution List For Approvals, any member of the list can approve or all members should approve a transaction

Amount Approvals using brackets

DISTRIBUTION LISTS
Hierarchical amount approvals First Response approval

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Approval Process

Process Document

REJECT

Reason Media Object

Text Commentary

APPROVE

NOTIFICATION

Approvals
Message can include Category Codes, Objects Media, Text

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MESSAGE TEXT

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Business Case: Work Order

Create Work Order

Approval Process

Change Status

Work Order Creation

Create a Work Order Dispatch Message Status is PENDING APPROVAL Member can approve or reject the Work Order Type the reason why is rejecting the Work Order

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Business Case: Create a Work Order

Work Order
Status is set up *M = Pending Approval User cannot change the status manually Message had been dispatched to the Distribution List using Document Type, Type of Work Order and Custom Category Code

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Message on Work Center or Email

User Approval
Work Center Email link
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Approve or Reject

User Approval Media Object

Text Category Code Classification

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Approve or Reject

User Approval Media Object

Text Category Code Classification Reason text is received in Work Center and Email. In the email, reason is attached to the email

Reason Media Object

Media Object in Work Center

Work Flow Tracking

Complex Applications

OBJECTIVE
Send a Workflow Message to a Distribution List when specific conditions happens in the system. Samples: Orders had been completed, dispatched Can integrate external users: customers, vendors.

Complex Applications

Additional Features
Administrators
Can deactivate activate cancel any Work Flow Process Respond to Work Flow Messages Trace a transactions history Other Features Delegation feature Escalation feature

Pending Approvals Inquiry Appl

Workflow Pending Approvals Inquiry

Pending Approvals Inquiry Application

More Work Order information

Pending Approvals Inquiry Application

Part List is displayed when clicking the Work Order number

Contact Premier Group

Sergio Vargas Sr. Technical Consultant Premier Group 5201 Blue Lagoon Drive 5th Floor - Suite 560 Miami, FL 33126 Sergio_vargas@premierway.com Telephone +1-305-567-3188