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

Overview of the Procurement Manager UX One Role

Harry E Fowler

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

  • Quickly and easily view the orders that need to be released or approved
  • Analyze the number of open orders by item or in a fiscal period
  • Know of any delays from a particular supplier
  • Make well-informed decisions for future purchases

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 Procurement Manager Role

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

Procurement Manager UX One Pages

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

  • Procurement Manager Approval (P43001X|W43001XA)
  • Procurement Manager Orders (P43001X|W43001XB)
  • Procurement Manager Item Cost (P43001X|W43001XC)

Procurement Manager Approval Page

The Procurement Manager Approval page (P43001X|W43001XA) enables users to:

  • Receive alerts associated with orders awaiting approval and release
  • Analyze open orders by item and by fiscal period
  • Access programs to quickly and easily act on the information that is displayed on the page

Watchlist Alerts

There are several watchlist alerts that are available on the Procurement Manager Approval 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 Procurement Manager Approval page include:

  • Held Purchase Orders: This alert tells users how many purchase orders are on hold. This alert is based on the Held Order Release program (P43070). When you click the alert, the system displays the Work With Held Orders form.
  • Orders Awaiting Approvals: This alert tells users how many purchase orders are awaiting approval. This alert is based on the Purchase Order Approvals program (P43081). When you click the alert, the system displays the Work With Orders Awaiting Approval form.
  • Auto Approved Requisitions: This alert tells users how many requisitions are automatically approved. This alert is based on the Order Entry program (P4310). When you click the alert, the system displays the Work With Order Headers form.
  • Requisitions Below Threshold Amount: This alert tells users how many recently entered requisitions are under the approval threshold. This alert is based on the Order Entry program (P4310). When you click the alert, the system displays the Work With Order Headers form.
  • Requisitions Awaiting Approval: This alert tells users how many requisitions are pending approval. This alert is based on the Inquire Requisition Awaiting Approval program (P4209). When you click the alert, the system displays the Inquire Requisitions Awaiting Approval form.

Charts

There are also several charts based on EnterpriseOne programs and made available with the Procurement Manager Approval 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 Procurement Manager Approval page include:

  • Orders Awaiting Approval by Period: Use this chart to view the orders awaiting monetary and budget approval by period. This chart is based on the Purchase Order Approvals program (P43081).
  • Orders on Approval by Period: Use this chart to view all orders with the status of pending approval by period. This chart is based on the Purchase Order Approvals program (P43081).
  • Number of Requisitions by Buyer: Use this chart to view the number of requisitions, by buyers, that are currently overdue. This chart is based on the Expiring Blanket Orders Inquiry program (P4311).
  • Open Orders by Fiscal Period: Use this chart to view the open orders by fiscal period. This chart is based on the One View Purchase Order Inquiry program (P43261).

Springboard Tasks

Finally, the Procurement Manager Approval 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 right-hand side of the page.

Tasks that are available with the Procurement Manager Approval page include:

  • Open Purchase Orders: Use this task to access the Order Entry program (P4310, version ZJDE0036).
  • Open Requisition: Use this task to access the Order Entry program (P4310, version ZJDE0003).
  • Held Order Release: Use this task to access the Held Order Release program (P43070, version ZJDE0001).
  • Purchase Order Approvals: Use this task to access the Purchase Order Approvals program (P43081, version ZJDE0005).
  • Approval Level Revisions: Use this task to access the Approval Level Revisions program (P43008, version ZJDE0001).
  • Procurement Manager Orders: Use this task to access the Procurement Manager Orders page (P43001X|W43001XC).
  • Procurement Manager Item Cost: Use this task to access the Procurement Manager Item Cost (P43001X|W43001XC).

Procurement Manager Orders Page

The Procurement Manager Orders page (P43001X|W43001XB) enables users to:

  • Quickly view open orders based on various criteria, review requisitions with respect to a buyer, and orders awaiting approval
  • Receive alerts on held orders, orders awaiting approval, and requisitions that are approved, awaiting approval, and the ones below the threshold amount that need action
  • Quickly and easily access applications to work on orders and requisitions

Watchlist Alerts

There are several watchlist alerts that are available on the Procurement Manager Orders 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 Procurement Manager Orders page include:

  • Open Purchase Orders: This alert tells users how many purchase orders are in open status. This alert is based on the One View Simple Procurement Inquiry program (P43265). When you click the alert, the system displays the One View Simple Procurement Inquiry form.
  • Expected Orders: This alert tells users how many purchase orders are expected in the next 60 days. This alert is based on the One View Purchase Order Inquiry program (P43261). When you click the alert, the system displays the One View Purchase Order Inquiry form.
  • Past Due Orders: This alert tells users how many orders are past the due date. This alert is based on the One View Purchase Order Inquiry program (P43261). When you click the alert, the system displays the One View Purchase Order Inquiry form.
  • Expiring Blanket Orders: This alert tells users how many blanket orders are going to expire soon. This alert is based on the Expiring Blanket Orders Inquiry program (P4311). When you click the alert, the system displays the Blanket Orders Inquiry form.

Charts

There are also several charts based on EnterpriseOne programs and made available with the Procurement Manager Orders 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 Procurement Manager Orders page include:

  • Open Orders by Supplier: Use this chart to view the number of open orders by supplier. This chart is based on the Expiring Blanket Orders Inquiry program (P4311).
  • Open Orders by Item: Use this chart to view the number of open orders by item. This chart is based on the One View PO Inquiry – F4311/F43121/F4301 Join business view (V43261A).
  • Blanket Orders Expiring Soon: Use this chart to view the blanket orders that are due to expire soon. This chart is based on the One View Purchase Order Inquiry program (P43261).
  • Number of Quote Orders: Use this chart to view the total number of quote orders. This chart is based on the Expiring Blanket Orders Inquiry program (P4311).
  • Pending EDI Orders: Use this chart to view the pending EDI orders. This chart is based on the Outbound EDI Orders – Header Revisions business view (V47016B).

Springboard Tasks

Finally, the Procurement Manager Orders 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 right-hand side of the page.

Tasks that are available with the Procurement Manager Orders page include:

  • Open Purchase Orders: Use this task to access the Work with Order Headers program (P4310, version ZJDE0036).
  • Blanket Order Inquiry: Use this task to access the Order Entry program (P4310, version ZJDE0006).
  • Open Quote Orders: Use this task to access the Order Entry program (P4310, version ZJDE0002).
  • Supplier/Item Information: Use this task to access the Supplier/Item Relationships program (P43090, version ZJDE0001).
  • Pending EDI Orders: Use this task to access the Outbound EDI Order Inquiry program (P47016).
  • EDI Orders Awaiting Acknowledgement: Use this task to access the Inbound EDI Order Acknowledgement Inquiry program (P47020, version ZJDE0001).
  • Change Orders: Use this task to access the Outbound EDI P.O. Change Inquiry program (P47136, version ZJDE0001).
  • Change Order Acknowledgement: Use this task to access the Outbound EDI P.O. Change Acknowledgement Inquiry program (P47146, version ZJDE0001).

Procurement Manager Item Cost Page

The Procurement Manager Item Cost page (P43001X|W43001XC) enables users to:

  • Quickly view the costs by item, costs by supplier, orders received in a time period, and orders received that were not vouchered
  • Receive alerts on items received that are outside of suppliers’ catalog and the orders with maximum cost to identify high volume suppliers
  • Quickly and easily access applications to work on costs and purchase orders

Watchlist Alerts

There are several watchlist alerts that are available on the Procurement Manager Item Cost 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 Procurement Manager Item Cost page include:

  • Items Not in Supplier Catalog: This alert tells users how many items are ordered but are not from the catalog of a supplier. This alert is based on the One View Supplier Cost Analysis Inquiry program (P43266). When you click the alert, the system displays the One View Supplier Cost Analysis Inquiry form.
  • Orders Received by Supplier: This alert tells users the number of orders received from a supplier for an item. This alert is based on the One View Supplier Cost Analysis Inquiry program (P43266). When you click the alert, the system displays the One View Supplier Cost Analysis Inquiry form.

Charts

There are also several charts based on EnterpriseOne programs and made available with the Procurement Manager Item Cost 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 Procurement Manager Item Cost page include:

  • Cost Analysis by Item: Use this chart to view the extended cost by item. This chart is based on the One View Supplier Cost Analysis Inquiry program (P43266).
  • Cost Analysis by Supplier: Use this chart to view the extended cost by supplier. This chart is based on the One View Supplier Cost Analysis Inquiry program (P43266).
  • Purchase Order History by Fiscal Period: Use this chart to view the history of purchase orders by fiscal period. This chart is based on the One View Purchase Order Inquiry program (P43261).
  • Receipts Not Vouchered by Company: Use this chart to view the total number of receipts that do not have a corresponding voucher. The chart shows these details by company. This chart is based on the One View Purchase Order Receipts Inquiry program (P43260).

Springboard Tasks

Finally, the Procurement Manager Item Cost 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 right-hand side of the page.

Tasks that are available with the Procurement Manager Item Cost page include:

  • Purchase Order Entry: Use this task to access the Order Entry program (P4310, version ZJDE0001).
  • Purchase Receipts Inquiry: Use this task to access the Purchase Receipts Inquiry program (P43214, version ZJDE0001).
  • Supplier Catalog Maintenance: Use this task to access the Supplier Catalog Maintenance program (P41061, version ZJDE0001).
  • Cost Revisions: Use this task to access the Cost Revisions program (P4105, version ZJDE0001).

Additional Resources

If you’re looking for more JD Edwards content, join us next year at INFOCUS 20, the premier deep-dive JD Edwards focused event of the year! The event will take place August 25-27, 2020 in Denver, Colorado. Keep an eye out for more information on this event!