JDEDWARDS ENTERPRISEONE

IMPLEMENTING JD EDWARDS

WORKFLOW

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USERSINTERACTION

JDEDWARDS WORKFLOW

What is WORKFLOW:

BASICS CONCEPTS

• Oracle’s JD Edwards EnterpriseOne workflow processes enable you toautomate high-volume, paper-based business processes into an email-based process flow across a network.

• Documents, information, and tasks pass from one participant to anotherfor action based on as set of procedural rules. The result is anautomated and efficient process with minimal user involvement, whichenables you to streamline existing business processes, increaseefficiency, and reduce process time.

SPECIAL FEATURES

• Some features in this presentation were created by Premier and are notpresent in a standard installation.

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USERSINTERACTION

Email - Work Centre

WorkFlow Kernel

Applications

Table Event Rules

UBE

Figure 1 Workflow Interactions

• Tools for mapping business processes,which might be defined sets of routes,roles, and rules for the movement ofdocuments and tasks

• Implementation of those businessprocesses through linkages with acompany’s computer network, shareddatabases, and email systems so thatinformation can flow through theorganization at a controlled and efficientpace

WORKFLOW INTERACTION

WORKFLOW ACTIONS

AUTOMATE BUSINESS PROCESSES

The automated process reduces errors and generates less paperwork.

Offers you unlimited flexibility to incorporate innovative ideas

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Action

Acknowledgement or Notification

Approve, Reject

Change a Status, Update the database

Execute Logic

WORKFLOW MESSAGES

MESSAGES BUILDING

Technology behind is text substitution

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Email Notification / Work Centre

Detailed Information,

Orders, Amounts

Comments captured during an Approval, Rejection

Header Info: Business Unit

/MCU (...)

EMAIL INTERNAL / EXTERNAL

EMPLOYEE / VENDOR / CLIENT EMAIL

Setup email per Address Book

Internal or External Email

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ROUTING MESSAGES

BUILD MESSAGE ROUTING USING DISTRIBUTION LISTS

Using specific fields

Concatenate multiple fields

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Document Type

•Sales Order

•Work Order

•Purchase Order

Business Unit

•MCU

•MMCU

Category Code

•Any Category Code

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 shouldapprove a transaction

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Amount Approvals using brackets

DISTRIBUTION LISTS

Hierarchical amount approvals

First Response approval

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Approval Process

Approvals

Message can include Category Codes, Objects Media, Text

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• Process

• Document

APPROVE

• Reason

• Media Object

REJECT• Text

• Commentary

NOTIFICATION

MESSAGE TEXT

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Business Case: Work Order

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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Create Work Order

Approval Process

Change Status

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 transaction’s 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 GroupSergio 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