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Home / Educational Content / JD Edwards / Overview of the Fulfillment Manager UX One Role

Overview of the Fulfillment Manager UX One Role

Harry E Fowler

The Fulfillment Manager UX One role is available for JD Edwards users. This role brings several benefits to users, including access to the associated UX One page and components, tools for receiving alerts, analyzing data, and easy access to related programs that enable users to take action if required. The Fulfillment Manager role and the associated pages and components enable Fulfillment Managers to:

  • Receive alerts regarding order lines in fulfillment, service level rules, and unfulfilled lines
  • Analyze unfulfilled items based on open orders, order score, promised delivery dates, and past dues
  • Easily access various fulfillment management programs

There are 52 roles delivered in UX One for rapid deployment. You can leverage this out-of-the-box content, configure the roles, or create your own material from scratch. With UX One, users can also enjoy UDOs like role-based landing pages, Watchlists, analytic components and a springboard filled with related actions. This Alert, Analyze, Act paradigm design within UX One makes users more proactive and efficient in their day-to-day work.

Prerequisites for Leveraging the Fulfillment Manager Role

Before you can leverage the Fulfillment Manager role (FULMGRJDE) and the associated components, your system administrator must complete the steps to associate the user ID with the Fulfillment Manager role.

After a role has been defined, users can be associated with it and security can be applied to provide the appropriate level of access to EnterpriseOne functions. More than one user can be assigned to a role, and more than one role can be assigned to a user. To establish a role relationship, use the Role Relationships application (P95921).

To set up a role relationship in P95921, a system administrator should follow these steps:

  1. Complete the user field and click “Find.” The system will display the user’s assigned roles and the available roles in separate tree controls.
  2. Select a role from the Available Roles tree control and click the left arrow button to add it to the list of assigned roles.
  3. On the Role Revisions form, enter an effective date if you want an effective date that is different from today’s date. Today’s date is the default value for the field.
  4. Enter an expiration date in the Expiration Date field, if one is needed.
  5. Select the “Include in ALL*” option if you want the role to be one that the user can play if the user enters JD Edwards EnterpriseOne playing all roles.
  6. Click “OK.”

Once this is complete, users who log in with this role will automatically see the pages for the role when they log into the JD Edwards EnterpriseOne system.

Fulfillment Manager UX One Pages

With the Fulfillment Manager role, you can access the following UX One pages:

  • Fulfillment Manager (P42W001X|W42W001XA)
  • Fulfillment Manager – SLR (P42W001X|W42W001XB)

Fulfillment Manager Page

The Fulfillment Manager page (P42W001X|W42W001XA) enables users to:

  • Receive alerts regarding order lines in fulfillment and unfulfilled lines
  • Analyze unfulfilled items based on open orders, order score, promised delivery dates, and past dues
  • Act quickly by easily accessing the fulfillment management programs

Watchlist Alerts

There are several watchlist alerts that are available on the Fulfillment Manager page. Watchlist alerts are based on EnterpriseOne programs and can help users be more proactive and efficient.

By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

Watchlist alerts that are available with the Fulfillment Manager page include:

  • Order Lines in Fulfillment: This alert tells users about the number of order lines that are in fulfillment. This alert is based on the Fulfillment Workbench – Search program (P4277701, version ZJDE0002). When you click the alert, the system displays the Fulfillment Workbench – Search form.
  • Unfulfilled Lines Due in Future: This alert tells users about the number of unfulfilled lines that are due in the next seven days. This alert is based on the Fulfillment Workbench – Search program (P4277701, version ZJDE0002). When you click the alert, the system displays the Fulfillment Workbench – Search.
  • Past Due Unfulfilled Lines: This alert tells users about the number of unfulfilled lines that were due in the past seven days. This alert is based on the Fulfillment Workbench – Search program (P4277701, version ZJDE0002). When you click the alert, the system displays the Fulfillment Workbench – Search.

Charts

There are also several charts based on EnterpriseOne programs and made available with the Fulfillment Manager page.

By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

The charts that are available with the Fulfillment Manager page include:

  • Unfulfilled, Available & Order Quantity by Item: Use this chart to review different fulfillment quantities by item for orders that are in fulfillment. This chart is based on the Fulfillment Workbench – Search program (P4277701).
  • Unfulfilled Quantity by Items and Order Score: Use this chart to review the unfulfilled quantity for scored fulfillment orders by item. This chart is based on the Fulfillment Workbench – Search program (P4277701).
  • Past Due Unfulfilled Quantity by Item: Use this chart to review the unfulfilled quantity by item for orders whose requested date is past their due date. This chart is based on the Fulfillment Workbench – Search program (P4277701).
  • Unfulfilled Quantity by Promised Delivery Date: Use this chart to review the unfulfilled quantity by promised delivery date. This chart is based on the Fulfillment Workbench – Search program (P4277701).

Springboard Tasks

Finally, the Fulfillment Manager page offers several springboard tasks that can be used to access EnterpriseOne programs and other UX One pages. The tasks are included in a springboard on the page.

Tasks that are available with the Fulfillment Manager page include:

  • Fulfillment Workbench: Use this task to access the Fulfillment Workbench – Fulfillment Workbench – Search program (P4277701, version ZJDE0003).
  • Auto Fulfillment: Use this task to access the Auto Fulfillment for Fulfillment Management program (R4277701, version XJDE0001).
  • Release from Fulfillment: Use this task to access the Release from Fulfillment program (R4277703, version XJDE0001).
  • Order Scoring: Use this task to access the Fulfillment Batch Scoring Process program (R4277702, version XJDE0001).
  • Fulfillment Rule: Use this task to access the Fulfillment Rules – Fulfillment Rules – Search for Rules program (P4277720).
  • Basic Score: Use this task to access the Basic Score – Basic Scoring Setup program (P4277750).
  • Fulfillment Manager – SLR: Use this task to access the Fulfillment Manager – SLR page (P42W001X|W42W001XB).

Fulfillment Manager – SLR Page

The Fulfillment Manager – SRL page (P42W001X|W42W001XB) enables users to:

  • Receive alerts regarding order lines and orders that have met service level rules
  • Analyze order lines that do not meet service level rules, SLR overrides, releases by customer, and shipments in fulfillment
  • Act quickly by easily accessing the fulfillment management programs

Watchlist Alerts

There are several watchlist alerts that are available on the Fulfillment Manager – SRL page. Watchlist alerts are based on EnterpriseOne programs and can help users be more proactive and efficient.

By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

Watchlist alerts that are available with the Fulfillment Manager – SRL page include:

  • Order SRL Not Archived: This alert tells users about the number of order service level rules that were not met in the last seven days. This alert is based on the Fulfillment Workbench – Search program (P4277701, version ZJDE0004). When you click the alert, the system displays the Fulfillment Workbench – Search form.
  • Line SLR Not Archived: This alert tells users about the number of line service level rules that were not met in the last seven days. This alert is based on the Fulfillment Workbench – Search program (P4277701, version ZJDE0004). When you click the alert, the system displays the Fulfillment Workbench – Search form.
  • Order SRL Archived: This alert tells users about the number of order service level rules that were met in the last 7 days. This alert is based on the Fulfillment Workbench – Search program (P4277701, version ZJDE0004). When you click the alert, the system displays the Fulfillment Workbench – Search form.
  • Line SRL Archived: This alert tells users about the number of line service level rules that were met in the last seven days. This alert is based on the Fulfillment Workbench – Search program (P4277701, version ZJDE0004). When you click the alert, the system displays the Fulfillment Workbench – Search form.

Charts

There are also several charts based on EnterpriseOne programs and made available with the Fulfillment Manager – SRL page.

By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

The charts available with the Fulfillment Manager – SRL page include:

  • Order Lines with Service Level Rule Not Met by Customer: Use this chart to review the number of orders lines whose service level rules were not met, by customer. This chart is based on the Fulfillment Workbench – Search program (P4277701).
  • Fulfillment Quantity Shipped vs. Canceled by Customer: Use this chart to review the quantity shipped against the quantity canceled during fulfillment, by customer. This chart is based on the Fulfillment Workbench – Search program (P4277701).
  • Percentage of SLR Override by Customer: Use this chart to review the percentage of service level rules that were overridden, by customer, for order lines. This chart is based on the Fulfillment Workbench – Search program (P4277701).
  • Average Number of Releases by Customer: Use this chart to review the average number of releases, by customer. This chart is based on the Fulfillment Workbench – Search program (P4277701).
  • Percentage of SLR Overridden by Reason Code: Use this chart to review the percentage of service level rules that were overridden, by reason code. This chart is based on the Fulfillment Workbench – Search program (P4277701).

Springboard Tasks

Finally, the Fulfillment Manager – SRL page offers several springboard tasks that can be used to access EnterpriseOne programs and other UX One pages. The tasks are included in a springboard on the page.

Tasks that are available with the Fulfillment Manager – SRL page include:

  • Fulfillment Workbench: Use this task to access the Fulfillment Workbench – Fulfillment Workbench – Search program (P4277701, version ZJDE0005).
  • Auto Fulfillment: Use this task to access the Auto Fulfillment for Fulfillment Management program (R4277701, version XJDE0001).
  • Release from Fulfillment: Use this task to access the Release from Fulfillment program (R4277703, version XJDE0001).
  • Service Level Rule: Use this task to access the Service Level Rule – Service Level Rule Maintenance program (P4277760).
  • Service Level Rule Batch: Use this task to access the Service Level Rules Update program (R4277705, version XJDE0001).
  • Fulfillment Rule: Use this task to access the Fulfillment Rules – Fulfillment Rules – Search for Rules program (P4277720).

For more information about UX One and the Fulfillment Manager UX One role, check out the Oracle documents and additional Quest resources attached below.

Additional Resources

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