An Oracle White Paper August JD Edwards EnterpriseOne Workflow Processes

Transcription

1 An Oracle White Paper August 2010 JD Edwards EnterpriseOne Workflow Processes

2 Oracle White Paper JD Edwards EnterpriseOne Workflow Processes

3 Oracle White Paper JD Edwards EnterpriseOne Workflow Processes JD Edwards EnterpriseOne Delivered Workflow Processes... 3 JD Edwards EnterpriseOne Workflow Process Descriptions... 9 Delivered Workflow for JD Edwards EnterpriseOne Accounts Payable... 9 Delivered Workflow for JD Edwards EnterpriseOne Accounts Receivable... 9 Delivered Workflow for JD Edwards EnterpriseOne Address Book Delivered Workflow for JD Edwards EnterpriseOne Advanced Pricing Delivered Workflow for JD Edwards EnterpriseOne Capital Asset Management Delivered Workflow for JD Edwards EnterpriseOne Condition-Based Maintenance Delivered Workflow for JD Edwards EnterpriseOne Customer Relationship Management Sales Applications Delivered Workflow for JD Edwards EnterpriseOne CRM Support Applications Delivered Workflow for JD Edwards EnterpriseOne Demand Scheduling Delivered Workflow for JD Edwards EnterpriseOne Expense Management Delivered Workflow for JD Edwards EnterpriseOne General Accounting Delivered Workflow for JD Edwards EnterpriseOne Procurement Management Delivered Workflow for JD Edwards EnterpriseOne Quality Management Delivered Workflow for JD Edwards EnterpriseOne Requisition Self Service... 25

4 Oracle White Paper JD Edwards EnterpriseOne Workflow Processes Delivered Workflow for JD Edwards EnterpriseOne Sales Order Management Delivered Workflow for JD Edwards EnterpriseOne Service Management Delivered Workflow for JD Edwards EnterpriseOne Time and Labor Delivered Workflow for JD Edwards EnterpriseOne Transportation Management Delivered Workflow for JD Edwards EnterpriseOne Work Orders... 29

5 JD Edwards EnterpriseOne Delivered Workflow Processes Oracle s JD Edwards EnterpriseOne workflow processes enable you to automate high-volume, paperbased business processes into an -based 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. You can view a list of JD Edwards EnterpriseOne workflow processes by using search features in Object Management Workbench (OMW). In OMW, select the Search tab. Use the Object Search Criteria selections to locate workflow processes as follows. For the Category field, use the drop-down list to select Workflow. For the Search Type field select one of the following from the drop-down list: Process Name Process Version Description System Code You can leave the Search field blank or enter additional information to narrow the search results. Search for workflow processes in Object Management Workbench 3

6 The following table shows an alphabetical list of the 8.98 delivered JD Edwards EnterpriseOne workflow processes. JD EDWARDS ENTERPRISEONE WORKFLOW PROCESSES OMW SYSTEM CODE ADDBANKTRA 2 Add Bank Transit Number 05 BENAPPRV 2 Benefits Approval 08B BIMASTER 1 Business Intelligence Master Process (obsolete) 80 CALLESCCAL 1 Call Escalation Workflow Process 17 CALLSTATUS 1 Process Call Status Change 17 CBMINVEST 1 CBM Investigation Process 13B CBMNOTIFY 1 CBM Notification Process 13B COBRA 1 COBRA Letter 08 CREDLIMIT 1 Credit Limit Revisions 03B CREDLIMIT 2 Credit Limit Revisions 03B EEMAST1 1 Salary Change Approval Process 05A EESETUP01 1 Employee Setup Approval 08 EESETUP01 2 Employee Setup Approval (8.94c) 08 EESTSCHG 1 Employee Status Change 08 EESUTSK01 1 Employee Setup Task 08 EESUTSK01 2 Employee Setup Task (8.94C) 08 EESUTSK02 1 Check for Required Information 08 EESUTSK03 1 Get Task Approval 08 AMT 1 Send Amount and Actual (obsolete) 80 PER 1 Send Percent and Forecast (obsolete) 80 EXPROUTING 1 Work Flow Process to Route Expense Report 09E JDEBCHAPPR 1 Batch Approval Process G/L 04 4

7 JDEBCHAPPR 2 Batch Approval Process G/L Auto Post 04 JDECRMCHG 1 Opportunity WF Processing for Sales Team 90CB JDEPRAPPR 1 Price Change Approval Process 45 JDEQMAPRV1 1 Quality Approvals Test Definitions 37 JDEQMAPRV2 1 Quality Approvals Specification Defini 37 JDEQMAPRV3 1 Quality Approvals Quality Preference 37 JDESOCHNG 1 Sales Order Revisions 42B JDESOCHNG 2 Sales Order Revisions 42B JDESOENTRY 1 Sales Order Entry Approval Process 42 JDEVBCHAPR 1 Batch Approval Process A/P 04 JDEVBCHAPR 2 Batch Approval Process A/P Auto Post 04 K Activity Reminder Workflow 01 K40R Net Variance Workflow 40 K SRM Acknowledgement Approval 43 K43E08 1 Indirect Procurement Workflow 43E K43E09 1 ereq Approval Work Flow 43E K ASN Workflow 47 K ASN Tracking Workflow 47 K47032D 1 ASN Tracking Workflow Default Halt Time 47 K Acknowledgment Workflow 47 K47171DWF 1 Default Workflow 40 K47171W 1 Wrapper Workflow (obsolete) 40 K47171WF 1 Wrapper Workflow 40 K90CG01 1 Case Escalation Workflow 90CG K90CG02 1 Case Escalation Past Due WF 90CG K90CG03 1 Case Escalation Warning Message 90CG 5

8 K90CG04 1 Case Escalation Initial Assignment Msg 90CG K90CG05 1 Case Escalation Past Due Warning Msg 90CG K90CG06 1 Case Escalation Past Due Message 90CG K90CG07 1 Case Escalation Period Expire Message 90CG K99WF1 1 Workflow Demonstration 1 H90 K99WF2 1 Workflow Demonstration 2 H90 PROMISEDDT 1 Promised Date Change 43 PTOREQ 1 Paid Time Off Request 05 REQAPPRVL 1 Requisition Approval 08R REQAPPRVL 2 Requisition Approval (8.94c) 08R REVIEWRMD 1 Employee Review Reminder Workflow 05A TERMABNOT 1 Termination Aborted Notifications 05A TERMBEN 1 Termination of Benefits 05A TERMBEN01 1 Termination of Benefits 05A TERMEMP01 1 Termination Initialization 05A TERMEMP03 1 Terminate Employee 05A TERMEMP05 1 Cleanup unpaid time, checks, DBAs 05A TERMEMP06 1 Write time Entry SVH 05A TERMEMP08 1 Get Employee Information 05A TERMNTFY01 1 Termination Notifications 05A TERMTIME 1 Terminate Time Entry 05A TERMUPDATE 1 EE Termination Update 05A UPDTEMPAUT 1 Update Employee Auto Deposit Instruction 05 VOEREQUEST 1 Verification of Employment Request 05A VOEREQUEST 2 Verification of Employment (8.94c) 05A WM1APP1 1 WM Type 1 Approval Type

9 WM1APP2 1 WM Type 1 Approval Type 2 13 WMTYPE 1 WM Document Type 13 WMTYPE1 1 WM Type Code 1 13 WMTYPE6 1 WM Type Code 6 13 WO1APP1 1 WO Type 1 Approval Type 1 13 WO1APP2 1 WO Type 1 Approval Type 2 13 WOACTRULES 1 Work Order Activity Rules 13 WOTYPE 1 WO Document Type 13 WOTYPE1 1 WO Type Code 1 13 WOTYPE3 1 WO Type Code 3 13 WOTYPE6 1 WO Type Code

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11 JD Edwards EnterpriseOne Workflow Process Descriptions This section describes many of the delivered JD Edwards EnterpriseOne 8.98 workflow processes, grouped by product. Delivered Workflow for JD Edwards EnterpriseOne Accounts Payable This section describes the delivered workflow for JD Edwards EnterpriseOne Accounts Payable. VOUCHER BATCH APPROVAL JDEVBCHAPR 1, 2 The system sends a workflow message to a specified batch approver when a secured user creates a voucher batch. The batch remains at a status of P (pending) and the user cannot post the batch until the approver changes the batch status to A (approved). See the JD Edwards EnterpriseOne Accounts Payable 9.0 Implementation Guide for further details. Delivered Workflow for JD Edwards EnterpriseOne Accounts Receivable This section describes the delivered workflow for JD Edwards EnterpriseOne Accounts Receivable. CREDIT LIMIT CHANGE APPROVAL CREDLIMIT 1, 2 The system sends a workflow message to the credit manager when a user, such as a customer service representative, updates the credit limit for a customer. The credit limit change is not updated to the customer master record until the credit manager approves the credit limit change. The system also sends a workflow message to the credit manager to approve an initial credit limit for new customers that are added to the system. See the JD Edwards EnterpriseOne Accounts Receivable 9.0 Implementation Guide for further details. 9

12 Delivered Workflow for JD Edwards EnterpriseOne Address Book This section describes the delivered workflow for JD Edwards EnterpriseOne Address Book. ACTIVITY TASK REMINDER K The system initiates a workflow process for the owner and the assignees of an event or task within the Foundation Calendar system. The workflow process "sleeps" until the selected lead time for the event or task is reached. When the lead time is reached, the system sends a workflow message to the owner and assignees of the event or task. See the JD Edwards EnterpriseOne Address Book 9.0 Implementation Guide for further details. Delivered Workflow for JD Edwards EnterpriseOne Advanced Pricing This section describes the delivered workflow for JD Edwards EnterpriseOne Advanced Pricing. PRICE APPROVAL JDEPRAPPR 1 When a user adds a new price record or changes a pricing record, the system updates the status of the record to pending. The system then sends a workflow message to a specified person, requesting approval of the changed record. The pricing record remains at pending status until the change is approved. See the JD Edwards EnterpriseOne Advanced Pricing 9.0 Implementation Guide for further details. 10

13 Delivered Workflow for JD Edwards EnterpriseOne Capital Asset Management This section describes the delivered workflow for JD Edwards EnterpriseOne Capital Asset Management. WORK ORDER ACTIVITY RULES WOACTRULES 1 The system sends approval messages for status changes based on the approval type, work order type, and estimated amount. See the JD Edwards EnterpriseOne Capital Asset Management 9.0 Implementation Guide for further details. Delivered Workflow for JD Edwards EnterpriseOne Condition-Based Maintenance This section describes the delivered workflow for JD Edwards EnterpriseOne Condition-Based Maintenance. CONDITION-BASED MAINTENANCE NOTIFICATION PROCESS CBMNOTIFY 1 The system sends a workflow notification message to a responsible person or persons within the maintenance team when the system receives a condition-based alert. CONDITION-BASED MAINTENANCE INVESTIGATION PROCESS CBMINVEST 1 The system can send a workflow investigation request message to a responsible person or persons within the maintenance team to investigate the condition-based alert that the system receives. When the investigation is complete, the system sends an investigation completed message to the original notification recipient. See the JD Edwards EnterpriseOne Condition-Based Maintenance 9.0 Implementation Guide for further details. 11

14 Delivered Workflow for JD Edwards EnterpriseOne Customer Relationship Management Sales Applications This section describes the delivered workflow for JD Edwards EnterpriseOne Customer Relationship Management (CRM) Sales Applications. OPPORTUNITY CREATION AND SALES CYCLE STEP CHANGE NOTIFICATION JDECRMCHG 1 The system sends a workflow message to the active sales team members to notify them when a new opportunity is created, or if the cycle step changes on an existing opportunity. See the JD Edwards EnterpriseOne Customer Relationship Management Sales Applications 9.0 Implementation Guide for further details. Delivered Workflow for JD Edwards EnterpriseOne CRM Support Applications This section describes the delivered workflow for JD Edwards EnterpriseOne CRM Support Applications. HALT WORKFLOW K90CG01 1 The system halts the workflow until the time to send a warning message, and then halts the workflow again until the time to escalate. There is a business function that recursively creates K90CG01 until the end of the calculated time. PAST DUE MESSAGE K90CG06 1 An is sent to the manager as notification that the case is being escalated to the next provider group member. PAST DUE WORK FLOW K90CG02 1 Triggers the sending of a "past due warning message" and a "past due message". Also, reassigns case to manager when past due. 12

15 ESCALATION MESSAGE K90CG07 1 The system sends the escalation message to the next assignee. ESCALATION WARNING K90CG03 1 The system sends the escalation warning message. INITIAL ESCALATION MESSAGE K90CG04 1 The system sends the message to the person in the workflow who is initially assigned the case. PAST DUE WARNING MESSAGE K90CG05 1 The system sends a past due warning message. An is sent to the provider group manager. PROCESS CALL STATUS CHANGE CALLSTATUS 1 The system sends a message if the status is changed to a closed status (the case is closed). Customers will receive notifications that their cases have been closed. CALL ESCALATION WORKFLOW PROCESS CALLESCAL 1 The system sends a message to a user-defined distribution list if the case is not closed before the escalation date and time. See the JD Edwards EnterpriseOne Customer Relationship Management Support Applications 9.0 Implementation Guide for further details. 13

16 Delivered Workflow for JD Edwards EnterpriseOne Demand Scheduling This section describes the delivered workflow for JD Edwards EnterpriseOne Demand Scheduling. DEMAND NET VARIANCE K40R110 1 The system sends a workflow message to a secured user whenever the Net Variance exceeds the notification level as defined by the user. INBOUND WRAPPER WORKFLOW PROCESS K47171WF 1 This workflow executes a number of predefined business functions that the system calls either from a supplier default workflow or from a customer specific customized workflow. The system calls the predefined business functions to process inbound EDI demand based on the customer's business rules. See the JD Edwards EnterpriseOne Demand Scheduling Execution 9.0 Implementation Guide for further details. Delivered Workflow for JD Edwards EnterpriseOne Expense Management This section describes the delivered workflow for JD Edwards EnterpriseOne Expense Management. ROUTE EXPENSE REPORT EXPROUTING 1 The system sends a workflow message to an approver when a secured user submits an expense report. The approver is specific as the manager in the employee profile or the approver designated in the distribution list for the structure type specified in the employee profile. If the approver rejects the expense report, the system sends a workflow message back to the user. After approval, based on configuration, the system routes the expense report to the audit workbench for approval. If the auditor rejects the expense report, the system sends a workflow message back to the user. After manager and optional auditor approval, the system routes the expense report to the reimbursement process. See the JD Edwards EnterpriseOne General Accounting 9.0 Implementation Guide for further details. 14

17 Delivered Workflow for JD Edwards EnterpriseOne General Accounting This section describes the delivered workflow for JD Edwards EnterpriseOne General Accounting. JOURNAL ENTRY BATCH APPROVAL JDEVBCHAPR 1, 2 The system sends a workflow message to a specified batch approver when a secured user creates a journal entry. The batch remains at a status of P (pending) and cannot be posted until the approver changes the batch status to A (approved). See the JD Edwards EnterpriseOne General Accounting 9.0 Implementation Guide for further details. The HCM solution provides workflow processes for these HCM tasks: Employee termination Employee setup Employee review reminder Employee salary change approval Employee status change Requisition approval Verification of employment Employee self-service Employee Termination The HCM solution provides a robust employee termination workflow process that consists of multiple notifications and action messages designed to automate the various tasks that must be completed upon the termination of an employee. The processes that can be managed within the termination workflow include: Send termination notifications to IT, HR, and Payroll. Send a company property report to a designated manager. Check for unpaid time, checks, or DBAs and send an approval message to an HR person for approval. 15

18 Launch Termination of Benefits processes to check for fund allocations, flexible spending accounts, COBRA, and HIPAA eligibility. Depending on what was retrieved from the previous processes, the following actions are initiated: Send Batch Enrollment report (R083800) Generate a COBRA mail merge letter Generate a HIPAA mail merge letter Send Enrollment with Eligibility (P08334) Notify Fund administrator Notify FSA administrator Terminate Time Entry The termination of benefits process checks for accrued sick, vacation, and holiday pay, unprocessed checks, and unpaid time. If any positive values are found, the Time Entry program (P051131) is sent to the specified employee. Termination Workflow Processes TERMINATION INITIALIZATION TERMEMP01 1 This process initiates the employee termination process by gathering information about the employee and retrieving processing options. A subprocess, TERMNTFY01, sends initial notifications. Another process, TERMEMP03, is initiated that controls the process from this point on. This information is updated when workflow approves the change: Employment status Benefit status Date terminated TERMINATION NOTIFICATION TERMNTFY01 1 As part of terminating an employee, termination notifications are sent to IT, HR, and Payroll. A company property report is also sent to a designated manager. The process sends four messages, one with an attached Time Entry application. The attached application launches and submits the company property report. 16

19 TERMINATE EMPLOYEE TERMEMP03 1 As part of terminating an employee, this process serves as a driver to start other sub processes as specified in the processing options attached to the HRM Termination Workflow Processing Options program (P05W01). On the termination date, the system runs these processes: TERMEMP05: Gets approval and calls TERMUPDATE. TERMUPDATE: Updates the database. TERMBEN01: Terminates benefits. TERMTIME: Sends the Time Entry program (P051131) to the specified HR administration person. CLEANUP UNPAID TIME, CHECKS, DBA'S TERMEMP05 1 As part of terminating an employee, this process checks for unpaid time, checks, or DBA's and send an approval message to an HR person for approval. WRITE TIME ENTRY TERMEMP06 1 Write time entry SVH GET EMPLOYEE INFORMATION TERMEMP08 1 Get employee information TERMINATION OF BENEFITS TERMBEN 1 This process terminates employee benefits. This process starts six other processes to check for fund allocations, flexible spending accounts, COBRA, and HIPAA eligibility, retrieves processing option values and determines if UCR is set in Common Display Settings. After an HR representative starts the termination process (TERMEMP01), TERMEMP03 is automatically started as a local sub process. Depending on what was retrieved from the previous processes, these actions are initiated: Send Batch Enrollment report (R083800) 17

20 Generate a COBRA mail merge letter Generate a HIPAA mail merge letter Send Enrollment with Eligibility (P08334) Notify Fund administrator Notify FSA administrator TERMINATION OF BENEFITS TERMBEN01 1 This process checks for any unpaid benefits owed to employees who are terminated. TERMINATE TIME ENTRY TERMTIME 1 This process sends the time entry application to the specified employee. This process checks for accrued sick, vacation, and holiday pay, unprocessed checks, and unpaid time. If any positive values are found, the Time Entry program (P051131) is sent to the specified employee. After an HR representative starts the termination process (TERMEMP01), TERMEMP03 is automatically started as a local sub process. TERMINATION ABORTED NOTIFICATION TERMABNOT 1 This process sends a notification to inform the recipient that the termination process has been aborted. This message is sent to all of those who received the original notifications in the TERMNTFY01 process. The process sends four messages to the same employees who originally received messages in the TERMNTFY01 process. EE TERMINATION UPDATE TERMUPDATE 1 This process checks for Time Entry and updates the changes in the data base. If Skip Time Entry was not selected on the approval application, and the employee has unprocessed sick, vacation or holiday pay, this process starts the TERMEMP06 process to write time entry records. See the JD Edwards EnterpriseOne Human Capital Management Application Fundamentals 9.0 Implementation Guide for further details. 18

21 COBRA LETTER COBRA 1 The system sends a notification reminding the employee manager to print the COBRA mail merge letter. See the JD Edwards EnterpriseOne Human Resources 9.0 Implementation Guide for further details. Employee Setup As new employees are hired, the employee approval process and the new employee set up task approvals work in conjunction -- first to get approval to proceed with adding the new employee and second to execute the user-defined steps that must happen for each new hire. The tasks/approvals that must happen for each new hire are defined during implementation and typically include tasks such as: Notification to IT that the new employee requires a laptop. Notification to Security that the new employee requires a badge. Notification to Security that the new employee requires a parking assignment. Notification to Facilities that the new employee requires a mail drop location/box. Notification to Facilities that the new employee requires an office assignment. Notification to PR that the new employee is required to provide a W4. The workflow tasks can be set up individually to trigger any of the following: An message. A workflow process. A work order. A report. Employee Setup Workflow Processes EMPLOYEE SETUP APPROVAL EESETUP01 1, 2 If the Require Process Approval processing option on the Employee Setup Workbench program (P08710) is set to 1 (yes), the system sends a message to the hiring manager supervisor. See the JD Edwards EnterpriseOne Human Resources 9.0 Implementation Guide for further details. 19

22 EMPLOYEE SETUP TASK EESUTSK01 1, 2 Employee setup task CHECK FOR REQUIRED INFORMATION EESUTSK02 1 Check for required information GET TASK APPROVAL EESUTSK03 1 Get task approval Employee Review Reminder The review reminder workflow notifies the employee supervisor of an upcoming performance review. EMPLOYEE REVIEW REMINDER WORKFLOW REVIEWRMD 1 When the processing option for Reminder is set to 1 and the supervisor has at least one employee with an upcoming review, the system notifies the employee supervisor of an upcoming performance review. See the JD Edwards EnterpriseOne Human Resources 9.0 Implementation Guide for further details. Employee Salary Change Approval When processing options for the Employee Basic Compensation program (P0801CMP) are set appropriately, the system sends a workflow message to a specified approver when a secured user changes the salary for an individual. The approver for the secured user receives a message to review/approve the salary change. The approver can approve or reject the salary change. 20

23 EMPLOYEE SALARY CHANGE APPROVAL PROCESS EEMAST1 1 Sends a message to get approval for an employee s salary change. Once the change is approved, a notification is sent to the originator. If the salary change is approved, the database is updated and a salary change letter is sent to the employee. See the JD Edwards EnterpriseOne Human Resources 9.0 Implementation Guide for further details. Employee Status Change When using applications within Manager's Workbench (P08712) to implement common changes for employees, the system automatically notifies the HR department and any other managers who must approve the change. You will also be able to review the status of the approvals to stay current with the changes that you have initiated. The preset status change tasks include: Promote an employee. Change an employee's job status. Relocate an employee. Change an employee department or supervisor. Review a leave of absence. In addition to the five preset tasks listed previously, two additional options exist that can be defined in user-defined codes to meet your specific requirements. For example, you might define this option to change an employee's salary. You can set up similar tasks or change any of the existing, preset tasks to use any combination of the data in the Employee Master Information table (F060116). EMPLOYEE STATUS CHANGE EESTSCHG 1 The system completes the employee status change process. See the JD Edwards EnterpriseOne Human Resources 9.0 Implementation Guide for further details. Requisition Approval For HCM customers that use requisitions to control employee hiring, the REQAPPRVL workflow notifies the person who is authorized to approve requisitions that a requisition has been entered and is 21

24 waiting for approval. When the approving manager approves or rejects a requisition, the system automatically updates the requisition status. If the manager approves the requisition, the system also updates the Approved By field. REQUISITION APPROVAL REQAPPRVL 1, 2 The system sends a workflow message to the employee listed in the processing options. The status of the requisition record (F08102) stays at WW until the message is approved. See the JD Edwards EnterpriseOne Human Resources 9.0 Implementation Guide for further details. Verification of Employment Using Employee Self Service (ESS), employees can submit requests online to verify salary and employment information. When an employee submits a request for employment verification, a workflow process is started. The workflow process forwards the request to a designated HR administrator. The HR administrator then reviews the employment and salary information that the system has generated, makes any necessary revisions, and forwards the information directly to the party previously specified by the employee. Employees can review the progress of the request. The HR administrator can print or send the completed letter by . VERIFICATION OF EMPLOYMENT REQUEST VOEREQUEST 1, 2 The system sends a workflow message to the employee listed in the processing options when an employee or manager enters a verification of employment request. See the JD Edwards EnterpriseOne Time and Labor 9.0 Implementation Guide and the JD Edwards EnterpriseOne Human Capital Management Self-Service 9.0 Implementation Guide for further details. Employee Self-Service Benefits Approval Employee self-service benefits software includes the BENAPPRV default process. This process sends an message and includes an acceptance form. Although the system uses only the BENAPPRV workflow process, you can create and use additional workflow processes, modified to meet organizational requirements, with each enrollment event code and work file combination. The system requirement for each workflow process is that the data structures cannot be changed. 22

25 To create a new workflow process, from Object Management Workbench create a copy of BENAPPRV. SELFSERVICE BENEFITS APPROVAL BENAPPRV 2 You can use the Employee Self Service (ESS) Workfile Approval Setup program (P085515) to specify workflow processes that the system starts when changes are made to certain ESS workfiles. This process sends an message and includes an acceptance form. The specific ESS approval messages that are sent are established during setup by indicating which ESS applications/events should trigger approval workflow (as some approval workflows are needed for some ESS activities and not others.) See the JD Edwards EnterpriseOne Human Capital Management Application Fundamentals 9.0 Implementation Guide and the JD Edwards EnterpriseOne Human Capital Management Self- Service 9.0 Implementation Guide for further details. Delivered Workflow for JD Edwards EnterpriseOne Procurement Management This section describes the delivered workflow for JD Edwards EnterpriseOne Procurement Management. PURCHASE ORDER ACKNOWLEDGEMENT APPROVAL K During workflow processing, the system determines whether Quantity, Unit Cost, Extended Amount, or Promised Delivery Date exceeds the tolerance that is defined by the buyer. If Quantity, Unit Cost, Extended Amount, or Promised Delivery Date exceeds the tolerance, then the system changes the order line status to Awaiting Approval, as defined in the processing option, and sends the order line to the buyer's distribution list for approval. PROMISED DATE CHANGE PROMISEDDT 1 During workflow processing, the system sends a message to an approver if the Promised Delivery Date has changed on a purchase order. See the JD Edwards EnterpriseOne Procurement Management 9.0 Implementation Guide for further details. 23

26 Delivered Workflow for JD Edwards EnterpriseOne Quality Management This section describes the delivered workflow for JD Edwards EnterpriseOne Quality Management. TEST DEFINITIONS APPROVAL JDEQMAPRV1 1 The system sends a workflow message to a specified approver when you enter or change a test definition. The test remains at a status of P (pending) and cannot be used until the approver changes the test status to A (Approved). SPECIFICATION DEFINITIONS APPROVAL JDEQMAPRV2 1 The system sends a workflow message to a specified approver when they enter or change a specification definition. The specification remains at a status of P (Pending) and the specification cannot be used until the approver changes the specification status to A (Approved). QUALITY PREFERENCE APPROVAL JDEQMAPRV3 1 The system sends a workflow message to a specified approver when they enter or change a quality preference. The preference remains at a status of P (Pending) and the preference cannot be used until the approver changes the preference status to A (Approved). See the JD Edwards EnterpriseOne Quality Management 9.0 Implementation Guide for further details. 24

27 Delivered Workflow for JD Edwards EnterpriseOne Requisition Self Service This section describes the delivered workflow for JD Edwards EnterpriseOne Requisition Self Service. INDIRECT PROCUREMENT WORKFLOW K43E08 1 This workflow sends a workflow message to a specified approver when a user enters a requisition that meets or exceeds the threshold amount for the required approver. The approver receives a message to approve the requisition. Depending on the electronic address information for the user in the Address Book system, the system sends a message using the Work Center, an address, or both. When the approver selects the message in the Work Center or selects the link in the message, the system displays the Requisition Approval form, where the approver can review the requisition and commodity line. See the JD Edwards EnterpriseOne Requisition Self Service 9.0 Implementation Guide for further details. Delivered Workflow for JD Edwards EnterpriseOne Sales Order Management This section describes the delivered workflow for JD Edwards EnterpriseOne Sales Order Management. JDESOENTRY WORKFLOW PROCESS JDESOENTRY 1 When you activate the JDESOENTRY Workflow process and the system puts an order on hold, an action message is sent to the person responsible for the hold code notifying them that the current order is on hold. ACKNOWLEDGMENT WORKFLOW K Alerts the user when the system receives an EDI Acknowledgment for an outbound EDI message and whether the outbound message was accepted or rejected. 25

28 SALES ORDER CHANGE APPROVAL JDESOCHNG 1, 2 The Approval Process Required for Sales Order Changes processing option on the Audit Log tab of the Sales Order Entry program (P4210) must be set to activate workflow. When a user changes certain fields on a sales order and clicks OK, the system places the order on hold and sends a message to the specified approver. The system enters an AH hold code for approval hold. The system releases the order and accepts the change only when the approver accepts the change. See the JD Edwards EnterpriseOne Requisition Sales Order Management 9.0 Implementation Guide for further details. Delivered Workflow for JD Edwards EnterpriseOne Service Management This section describes the delivered workflow for JD Edwards EnterpriseOne Service Management. WORK ORDER ACTIVITY RULES WOACTRULES 1 The system sends approval messages for status changes based on the approval type, work order type, and estimated amount. See the JD Edwards EnterpriseOne Capital Asset Management 9.0 Implementation Guide, the JD Edwards EnterpriseOne Service Management 9.0 Implementation Guide, and the JD Edwards EnterpriseOne Work Orders 9.0 Implementation Guide for further details. 26

29 Delivered Workflow for JD Edwards EnterpriseOne Time and Labor This section describes the delivered workflow for JD Edwards EnterpriseOne Time and Labor. Add Bank Transit Number ADD BANK TRANSIT NUMBER ADDBANKTRA The system sends a workflow message to a human resources or payroll approver when a selfservice user changes their auto deposit instructions to specify a bank transit number that is not listed in UDC 07/BC. The instructions remain at a status of P (pending) and the transit number is not updated until the approver changes the status to A (approved). See the JD Edwards EnterpriseOne Time and Labor 9.0 Implementation Guide for further details. Paid Time Off Request PAID TIME OFF REQUEST PTOREQ The system sends a workflow message to the supervisor or approver when a paid time off request is entered in P Based on the approver s action, the employee is notified of the request status. Update Employee Auto Deposit Instructions UPDATE EMPLOYEE AUTO DEPOSIT INSTRUCTIONS UPDTEMPAUT The system sends a workflow message to a human resources or payroll approver when a selfservice user changes their auto deposit instructions. The instructions remain at a status of P (pending) and are not updated until the approver changes the status to A (approved). See the JD Edwards EnterpriseOne Time and Labor 9.0 Implementation Guide for further details. 27

30 Verification of Employment VERIFICATION OF EMPLOYMENT REQUEST VOEREQUEST 2 Using Employee Self-Service (ESS), employees can submit requests online to verify salary and employment information. When an employee submits a request for employment verification, a workflow process is started. The workflow process forwards the request to a designated HR administrator. The HR administrator then reviews the employment and salary information that the system has generated, makes any necessary revisions, and forwards the information directly to the party previously specified by the employee. Employees can review the progress of the request. The HR administrator can print or send the completed letter by . See the JD Edwards EnterpriseOne Time and Labor 9.0 Implementation Guide and the JD Edwards EnterpriseOne Human Capital Management Self-Service 9.0 Implementation Guide for further details. Delivered Workflow for JD Edwards EnterpriseOne Transportation Management This section describes the delivered workflow for JD Edwards EnterpriseOne Transportation Management. ASN TRACKING K A workflow message notifies users when an EDI Acknowledgment is not received for the ASN after the user-specified waiting time. The default wait time is 15 minutes. ASN TRACKING WORKFLOW DEFAULT HALT TIME K47032D 1 The Halt workflow (K47032D) pauses for 15 minutes (the default waiting period), and then ends. Users can specify a longer delay by copying the default value and adding it to the ASN Tracking workflow (K47032). The ASN Extraction retrieves the Halt workflow to run from Advanced Preferences (type 34), and then passes it to the ASN Tracking workflow (K47032). See the JD Edwards EnterpriseOne Transportation Management 9.0 Implementation Guide for further details. 28

31 Delivered Workflow for JD Edwards EnterpriseOne Work Orders This section describes the delivered workflow for JD Edwards EnterpriseOne Work Orders. WORK ORDER ACTIVITY RULES WOACTRULES 1 The system sends approval messages for status changes based on the approval type, work order type, and estimated amount. WOACTRULES will determine the available next status(es) for the order type. WM DOCUMENT TYPE WMTYPE 1 WMTYPE is part of the WOACTRULES workflow process. This process is called by WOACTRULES when the order type is WM (UDC 00/DT). WM TYPE CODE 1 WMTYPE1 1 WMTYPE1is part of the WMTYPE workflow process. WM TYPE CODE 6 WMTYPE6 1 WMTYPE6 is part of the WMTYPE workflow process. WM TYPE 1 APPROVAL TYPE 1 WM1APP1 1 WM1APP1 is part of the WMTYPE1 workflow process. 29

32 WORK ORDER DOCUMENT TYPE WOTYPE 1 WOTYPE is part of the WOACTRULES workflow process. This process is called by WOACTRULES when the order type is WO (UDC 00/DT). WORK ORDER TYPE 1 WOTYPE1 1 WOTYPE1 is part of the WOACTRULES workflow process. WOTYPE1 is called by WOTYPE when the work order type is 1. WOTYPE1 determines the selected Approval Route (Approval Route 1 or Approval Route 2). WORK ORDER TYPE 3 WOTYPE3 1 WOTYPE 3 is part of the WOACTRULES workflow process. WOTYPE3 is called by WOTYPE when the work order is a capital project work order (type 3). WORK ORDER TYPE 6 WOTYPE6 1 WOTYPE 6 is part of the WOACTRULES workflow process. WOTYPE6 is called by WOTYPE when the work order is a scheduled work order (type 6). WORK ORDER APPROVAL ROUTE 1 WO1APP1 1 WO1APP1 is part of the WOACTRULES workflow process. WO1APP1 is called by WOTYPE1 when the Approval Route is 1. WO1APP1 advances the status to Approved and allows for further advancement of statuses. WO TYPE 1 APPROVAL ROUTE 2 WO1APP2 1 WO1APP2 is part of the WOACTRULES workflow process. WO1APP2 is called by WOTYPE1 when the Approval Route is 2. WO1APP2 advances the status to Approved and allows for further 30

33 advancement of statuses. See the JD Edwards EnterpriseOne Work Orders 9.0 Implementation Guide for further details. 31

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