JD Edwards EnterpriseOne Procurement and Materials Management · Send EDI Outbound Purchase Orders into Network No EDI Transaction Mark Outbound Purchase Order Transactions as Sent

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JD Edwards EnterpriseOne Procurement and Materials Management

Procurement

Manager

Buyer

Receiving Agent

Inventory Agent

Accounts Payable

Specialist

Source and

Enable Suppliers

Procure Goods

and Services

Receive Goods

and Services

Manage Materials

Settle Supplier

Invoices

Analyze

Procurement

Manage Accounts

Payable Balances

JD Edwards EnterpriseOne L2 Source and Enable Suppliers


Procurement

Manager

Buyer

Determine

Sourcing

Requirements

Solicit BidsEvaluate and

Negotiate BidsSelect Supplier

Setup Supplier

Information

Procure Goods

and Services

JD Edwards EnterpriseOne Determine Sourcing Requirements


Procurement

Manager

Select Method

of Analyzing

Long-Term

Requirements?

Identify High

Volume Suppliers

Review Planned

Usage

Review Online

Historical Usage

Identify Existing

Blanket Orders

About to Expire

Review Historical

UsageSolicit Bids


JD Edwards EnterpriseOne L2 Procure Goods and Services

Procurement

Manager

Requestor

Buyer

Receiving Agent

Accounts Payable

Specialist

Source and

Enable Suppliers

Manage

Requisitions

Manage SourcingCreate Purchase

Orders

Create Blanket

Purchase Orders

Manage Open

Purchase Orders

Change Purchase

Order

Analyze

Procurement

Receive Goods

and Services

Settle Supplier

Invoices


JD Edwards EnterpriseOne Manage Requisitions

Procurement

Manager

Buyer

RequestorPurchase

Requisition

Required

Research

Supplier?

Review Supplier

Performance for

Same or Similar

Items

Review Open

Orders

Identify

Potential

Sources with

Catalogue

Identify

Potential

Suppliers

Type of

Requisition?

Create Multiple

Requisitions with

Multiple Suppliers

Create Single

RequisitionSingle

Multiple

Enter Requisition

Header

Information

Enter Requisition

Line Details

Budget Check? YesBudget

Available?

Need

Manager’s

Approval?

No

Yes

Notify Budget

Approver of

Requisition on

Budget Hold

No

Generate

Notification to

Review

Review

Purchasing

Workflow and

Receive Request

for Change

Yes

Approval

Routings

Used?

Yes

Release Held

Requisition

No

Approval

Status?

Request

Revision to

Requisition

Revised

Rejected

Select Row Exit for

ApprovalApproved

Notify Creator of

Budget

Approver

Approval

Routings

Used?

Notify Creator of

RejectionNo

Select Row Exit to

Reject Purchase

Order

Yes

Receive

Notification of

Rejection in

Workflow

Messages

Revise

Requisition?Close Requisition

Receive

Notification of

Budget

Approval

No,

Cancel

Yes

Add Requisition

Manage Sourcing


JD Edwards EnterpriseOne Manage Sourcing

Procurement

Manager

Requestor

Supplier

Buyer

Source and

Enable Suppliers

Manage

Requisitions

Procurement

SuppliesResearch

Supplier?

Review Supplier

Performance for

Same or Similar

Items

Review Open

Orders

Identify

Potential

Sources with

Catalogue

Identify Potential

Suppliers

Need

Quotation?

Requisition

Available as

Source?

Yes

Create Request for

Quote

Create Quote from

Single Requisition

Create

Consolidated

Quote from

Multiple

Requisitions

Yes,

Multiple

Yes,

Single

No

Select Multiple

Suppliers to

Receive Quote

Price Brakes

Required?

Identify Price

Breaks

Yes

No

Specific

Response

Method

Required?

Identify Specific

Method for

Supplier to

Respond

YesMethod of

Communication?

Print Request for

Quote

Phone Request

for Quote

to Supplier

Copy Data into

EDI Quote

Outbound Tables

Correct Any Errors

and Convert

Tables into Flat

Files

Correct Any

Errors and Send

Mark Outbound

Tables as Sent

and Purge

Outbound

File Request for

Quote as

Needed

EDI Transaction

Receive

Request for

Quote

Respond

Online?

Receive Response

and Enter Quote

No

Create Response

to RFQ and SendYes

Manual or

Non-PeopleSoft

Task

Reply to

Select?

Need to Close?Close Expired

Quote

End

No

No Yes

Review Quotes to

Convert to

Purchase Orders

Create Purchase

Orders


JD Edwards EnterpriseOne Create Purchase Orders

Procurement

Manager

Buyer

Manage Sourcing

Method of

Purchase

Order

Creation?

Supply

Source?

Release Blanket

Order to Purchase

Order

Create Multiple

Purchase Orders

for Multiple

Suppliers

Create Purchase

Order for Single

Supplier

Create Transfer

Order with Direct

Entry

From

Blanket

Direct

Entry

Transfer Material from

Another Facility

Multiple Suppliers

Single

Supplier

Enter Purchase

Order Header

Information

Enter Purchase

Order Detail

Information

Type of

Demand?

Combine Identification of

Need with Order

Type?

Type?Inventory Item at

Reorder Point

Non-Stock Item on

Sales OrderSales Orders

Inventory Balance

Build Work-file for

Non-Stock Items

on Sales Orders

Find Non-Stock

Items on Sales

Order

Interactive from Sales Order Detail Lines

Batch Process from Sales Order Detail Lines

Find Inventory

Items at Reorder

Point

Build Work-file for

Inventory Items

Below Reorder

Point

Batch Process from Item Quantity Update

Interactive from Item Quantity Update

Select Items and

Create Orders

Review Work-file

and Create Orders

Consolidated?From

Requisition

Release

Requisition to

Consolidated

Purchase Order

Release

Requisition to

Purchase Order

Yes

No

Review Quotes to

Convert to

Purchase Orders

Close RequisitionGenerate

Purchase Order

From

RFQ

Print Purchase

Order to

Review?

Print Purchase

Order to Verify

Form and Content

Yes

No

Budget Check?

Check Budget

Availability

Budget

Available?

No

Yes

Need

Manager’s

Approval

Notify Budget

Approver of

Purchase Order

on Budget Hold

No

Approval

Routings

Used?

Generate

Notification to

Review

Yes

Review

Purchasing Work-

flow and Receive

Request for

Change

Yes

Release Held

Purchase Orders

for a Supplier

No

Approval

Status?

Select Row Exit for

Approval

Request

Revision to

Purchase Order

Approved

Revised

Notify Creator of

Budget

Approval

Approval

Routings

Used?

RejectedNotify Creator of

RejectionNo

Select Row Exit to

Reject Purchase

Order

Yes

Revise Purchase

Order

Receive

Notification of

Rejection in

Work-flow

Messages

Revise

Purchase

Order?

Close Purchase

Order

Receive

Notification of

Budget

Approval

Manage Open

Purchase Orders

Create Blanket

Purchase Order

Yes

No

No, Cancel


JD Edwards EnterpriseOne Create Blanket Purchase Order

Buyer

Supplier

Create Purchase

OrdersType of Order?

Blanket Order

Exist?

Blanket

OrderNo

Method of

Creating?

Receive Alerts

Indicating Reorder

Find Inventory

Items at Reorder

Point

Supplier

Schedule

Review Inventory

Availability

Create Express

Blanket Order for

Complex Order

from Multiple

Suppliers

Create Blanket

Order from Single

Supplier

Convert Quote to

Blanket orderFrom RFQ

Multiple Suppliers

Single Supplier

Enter Blanket

Order Header

Information

Enter Blanket

Order Detail

Information

Yes

Supplier

Schedule

Desired?

Initial

requirement

Still Open?

No

Define Shipment

Patterns

Yes

Shipment

Dates Need

Modification?

No

Revise Shipment

DatesYes

Supplier Splits

Apply?

Add/Change

Supplier Split

Percentage

Yes

Confirm

Contractual

Relationship

with Supplier

No

Manage Open

Purchase OrdersNo

Go to Create

Purchase Order

Yes


JD Edwards EnterpriseOne Manage Open Purchase Orders

Accounts Payable

Specialist

Receiving Agent

Procurement

Manager

Supplier

Buyer

Create Blanket

Purchase Order

Create Purchase

Orders

Open Order

Action?

Type of

Review/

Release?

Review/

Release

Order

Identify Order

Needing Review/

Release

Review all Orders

Verify Order

Details with

Supplier

Maintain Order

Details

Update Order

Status to Release

Method of

Communication

?

Print Request for

Quote or Order

Copy Data into

EDI Outbound

Tables

Release Held

Purchase Orders

for a Supplier

Review All Orders for a Supplier

Interface Table

Errors?

Correct Outbound

Purchase Order

Interface Tables

Yes

Convert Outbound

Purchase Order

into Flat Files

NoErrors in Flat

Files?

Correct Outbound

Purchase Order

Flat Files

Yes

Send EDI

Outbound

Purchase Orders

into Network

No

EDI Transaction

Mark Outbound

Purchase Order

Transactions as

Sent

Purge Outbound

Purchase Order

Transactions

File Request, as

Needed

Receive

Purchase Order

Provide EDI

Acknowledgeme

nt

Provide

Acknowledgement

of Purchase Order

Receipt

Create Inbound

Purchase Order

Acknowledgement

Flat File

Review

Acknowledgement

Transactions

Edit

Acknowledgement

Transaction

Review Order at

Change Status

and Correct and/or

Update as Needed

Pure Inbound

Acknowledgement

Transactions

Receive

Acknowledgement

from Supplier

Need to

Monitor?

Identify

Problems?Yes

Review Open

Purchase Order

Status

Review

Unacknowledged

Orders

Review Purchase

Order Status

Receive Alerts

on Buyer

Workstation

Past Due?Contact

Supplier

Receive Reply

to Past Due

Purchase

Orders

Update PO

Status with

Acknowledgeme

nt Received

Provide

Acknowledgement

of Past Due

Purchase Orders

Yes

No

Cancel?Change Purchase

OrderNo

Cancel Purchase

Order

Yes

Analyze

Procurement

Receive Goods

and Services

Settle Supplier

Invoices


JD Edwards EnterpriseOne Change Purchase Order

Accounts Payable

Specialist

Receiving Agent

Procurement

Manager

Buyer

Supplier

Manage Open

Purchase Orders

Open Order

Action?

Request

Change on

Existing Order

Review

Reschedule

Messages

Review/Release Order

Change Order

Supplier

Approval

Required?

Revise Purchase

OrderNo

Request

Approval of the

Changes

Yes

Approve or

Reject Changes

Notify

Requester

Supplier

Rejected

Changes

Rejected

Approved

Discuss

Changes with

Planner or

Requestor

Discuss Order

Changes with

Supplier

Accepted?

Communicate

Rejection to

Supplier

No

Review

Purchasing Work-

flow and Receive

Request for

Change

Contact Buyer

and Request

Change to

Existing Order

Change Delivery

Date, Self-Service

Order Change

Method?

Yes

Update Date

Change using

Self-Service

Using WindowUsing Order Entry

Budget Check?

Check Budget

Availability

Yes

No

Budget

Available?

Yes

Need

Manager’s

Approval?

Notify Budget

Approver of

Purchase Order

on Budget Hold

No

Approval

Routings

Used?

No

NoApproval

Status?

Generate

Notification to

Review

Review

Purchasing Work-

flow and Receive

Request for

Change

Yes

Select Row Exit for

Approval

Notify Creator of

Budget

Approval

Select Row Exit to

Reject Purchase

Order

Approval

Request

Revision to

Purchase Order

Revised

Approval

Routings

Used?

Yes

Notify Creator of

Rejection

No

Revise

Purchase

Order?

Receive

Notification of

Rejection in

Work-flow

Messages

Revise Purchase

Order*Yes

Close Purchase

OrderNo, Cancel

Communicate

Change to

Supplier?

Print Electronic

Form Purchase

Order Change

Print Purchase

Order Change

using Auto Fax

Print Paper

Purchase Order

Analyze

Procurement

Receive Goods

and Services

Settle Supplier

Invoices

Provide Copy

via Fax, E-Mail

or Mail and File


JD Edwards EnterpriseOne L2 Receive Goods and Services

Accounts Payable

Specialist

Inventory Agent

Receiving Agent

Buyer

Procurement

Manager

Procure Goods

and Services

Receive Items Inspect Items

Analyze

Procurement

Manage Materials

Settle Supplier

Invoices

JD Edwards EnterpriseOne Receive Items

Buyer

Receiving Agent


Procure Goods

and Services

Method of

Receiving?

Transaction

Type?EDI

Copy Data into Edi

Inbound Receiving

Advice Tables

Correct Any ASN

Errors

Copy Data into Edi

Inbound Receiving

Advice Tables

Correct Any

Receiving Advice

Errors

Receiving

Advice

Advanced

Shipment

Notification

Batch

Process?

Create Receipt

Transaction from

Receiving Advice

Purge Inbound

Receiving Advice

Transaction

Create Receipt

Transaction from

ASN

Purge Inbound

ASN Transactions

Validate Item

Quantity on Dock

and Record

Correct Quantity

Process ReceiptNo

Yes

Review

Receiving

Advice

Not EDI Errors?

Disposition of

Incorrect

Shipment?

YesProcure Goods/Change

Purchase Order

Changed Item or Quantity

Acceptable; Need to Change Order

Return to Vendor

ProcessMaterial to Return

Method of

Recording

Shipment?

Record Order

Confirmation -

Shipped

Record

Transportation

Ship Confirm

Status Change

Shipment Confirmation

Inspect Items


JD Edwards EnterpriseOne Inspect Items

Accounts Payable

Specialist

Procurement

Manager

Inventory Agent

Receiving Agent

Inspection Agent

Receive Items

Perform Initial

Inspection of

Service or

Material

Received

Type of Order

to be

Received?

Confirm DeliveryDelivery

ConfirmationUpdate Freight

Receipt Routing

OperationsReceipt

Routing

Review Current

Routing

Operations

Perform

Operation

Record

Results?

Record Test

Results in Quality

Management

Yes

Routing

Operation

Update

Requirement?

Record Item

Disposition

Quantity to be Disposition

No

Move Item/

Quantity to Next

Operation

Item/Qty to be

Processed

Additional

Work on

Material?

Dispose of

Material

No

Adjust Material

into Inventory

Update Financial

Data and

Generate

Automatic Records

Adjust Material

into Inventory*

Payment

Authorized?

Yes

Update

Unaccounted

Completion

Quantity

Generate

Additional

Automatic Records

No

Warehouse Put-

Away and

Suggestions

Purchase Order

Receipts Ready to

Match

Manufacturing

Accounting and

Finance Data

Sales Order

Check in KanbanReceipt with

KANBAN

Review Open

Orders

Create Manual

Authorization to

Pay

No Transaction

Receipt Required

Online Receipt

Settle Supplier

Invoices

PO Receipt

Ready to Match

Orders Found?

Contact

Supplier to

Determine

Order Shipped

Determine PO

Items to be

Received

Yes

No

Purchase Orders

Receiving

Report

Required?

Validate Item

Number and

Quantity

Print Purchase

Order Receiver

No

Yes

Formal

Inspection

Required?

No

Perform

Inspection

Procedure

Yes

Continue

Receipt

Process?

Quarantine

Material

No

Create Purchase

Order ReceiptYes

Enter Multiple

Lots/Locations

Record Test

Results in Quality

Management

Receive Purchase

Order Receipt

Information for

Non-Stock Item

from Enterprise

"Procurement"

Enterprise

"Procurement"

Receipt

Quantity Match

Order

Quantity?

Separate Over

Shipment

Quantity to be

Returned

Material Over-shipped;

Reject Over-shipment

Receive Shipment

and Mark Order

Line for ReceiptMaterial Shipped as Ordered

Material Under shipped; Accept and Backorder

Material Over shipped; Accept Over shipment

Receive Over shipment

Receive Shipment

and Close

Purchase Order

Material Under shipped; Accept and Close Order

Process Receipt

and Perform Pre-

set

Determine

Disposition with

Supplier

Material Under Shipped;

Reject Shipment

Return to Vendor

Receipt

Vouchered?

Request

Voucher Match

Reversal from

Accounts

Payable

YesVoucher

Reversed?

Create Purchase

Order Receipt

Return Order

Required?

No

Reverse Receipt

Yes

Create Return

OrderYes

No

No

Receipt

Transaction

Complete?

Take Credit?Create Request

for Credit Memo

Cancel Purchase

Order Online

Replacement

Order Needed?

EndNo

Go To: Procure

GoodsYes

Yes

No

Yes Yes

Manage Materials

Analyze

Procurement

Receive Item with

Landed Cost and

Update Landed

Costs

Receive Serialized

Item and Record

Item Serial

Number

Receive

Manufacturing

Outside Operation

and Update

Quantity Complete

in Routing Window

Go To: Process Receipt

with KANBAN

Receipt

Routing?

Receipt Routing

OperationsNo

Receipt Routing

Operations

Update Financial

Data and

Generate

Automatic

Records*

Yes

Physical

Disposition of

Material?

Create Shipping

DocumentsShip Items

Dispose of

Material

End

Material to

Handle?

Give Material to

Material

Management for

Put Away

End

Deliver to

Production

Deliver Item to

Requisition

Creator

Move Item to

First Routing

Step

Move material

to Material

Review Board

Location

Market Material

as Discrepant

Non-Stock

Item

Outside Manufacturing

Process

Inventory Item

Receipts Routing

Returned from

Customer on RMA

Discrepant


JD Edwards EnterpriseOne L2 Manage Materials

Receiving Agent

Inventory

Administrator

Shipping Agent

Receive Goods

and Services

Process

Unplanned

Receipt

Process Planned

Receipt

Materials

Management

Manage Bulk

Stock

Manage

Containers

Manage Physical

Inventory

Maintain Inventory

Data

Manage Advanced

Stock Valuation

Manage Advanced

Warehouse

Processes

Analyze Inventory

Pick Processing

Materials

Revise Lots,

Location or Setup

Information


JD Edwards EnterpriseOne Process Unplanned Receipt

Receiving Agent

Inventory

Administrator

Shipping Agent

Receive Goods

and Services

Receive Delivered

ProductAccept Return?

Disposition of

Product?

Investigate

Reason for

Adjustment

Confirm Stock

Adjustment

Go To: Procure

Goods

Go To: Production

to Rework Product

Return Product

Increase Stock

with Credit

Order

Increase Stock

with an RMA

Go To: Order

Fulfillment

No

Yes Adjustment

Go to Receive Against

Rework Product

RMA

Credit Order

JD Edwards EnterpriseOne Process Planned Receipt

Receiving Agent

Customer Service

Shipping Agent


Receive Goods

and Services

Purchase Receipt

to be Putaway

Planned

Receipt

Manufacturing

Completion to be

Putaway

"Process Planned Receipt"

Items and Orders

Marked as Cross-

Dock

Create Backorder

to Fill Report

Create Scheduled

Purchase Order

Receipt

Create Scheduled

Work Order

Receipt

Match Receipts to

Shipment

Items and Orders Identified

For Cross-Docking

Any Discrepant

Materials?

Materials

Yes

Material Quarantined

From Shop Floor

Management

Is Product

Within

Specification?

Select Method

of Disposition?No

Putaway

Product

Yes

Adjust Material

from Inventory

Re-Classify

Material

Create Rework

Work Order

Notify

Purchasing of

Return to

Supplier

Create a

Concession

Re-test

Prepare Product

for Putaway

No

Is Advanced

Warehouse

Management in

Use?

Is Cross-

Docking Used?

Selected

Location

Acceptable?

Purchase

Receipt?

Can Receipt be

Reversed?

No

No

Transfer Product

to Correct Location

No

No

Yes

Yes

Yes

Yes

Inventory Balance

Warehouse Putaway

Requests and

Suggetions

Select Location

and Process

Requests

Split Putaway

Request

Yes

Assign Task and

Trips

Process Re-

suggest Movement

Re-suggest

Movement

Radio

Frequency in

Use?

Read

Suggestion File

Warehouse Pick Requests

and Suggestions

Warehouse Putaway

Requests and Suggestions

Yes

Print Move Slip Print Move TagNo

Reprint Move Documents

Location and

Quantity Displayed

Suggested

Successfully

Is Suggested

Location

Appropriate?

Is Setup

Correct?

Putaway to

Suggested

Location

Override

Suggestion

Yes Yes

No

Identify Error

Correct Set Up

No

Yes

No

Quantity

Confirmed as

Suggested?

Type of Issue?

Greater or Less

Than

Suggested?

Correct Set Up

Correct DataOperational Adjustment

Set Up

Count

No

Confirm Quantities

using Confirm With

Variance

Investigate

Discrepancy

Putaway the

Suggested

Quantity

Hold Excess

Quantity

Go To: Procure

Goods

Greater Than

Less Than

Batch or

Individual

Confirmation?

Batch Putaway

or

Replenishment

?

Confirm Putaway

in Batch

Confirm

Replenishment in

Batch

Batch

Individual

Putaway or

Replenishment

?

Confirm Putaway

Interactive

Confirm

Replenishment

Interactive

Individual

Putaway

Replenishment

Putaway

Replenishment

Putaway

Completed

No


JD Edwards EnterpriseOne Manage Bulk Stock

Shipping Agent

Materials

Management?

Element to

Maintain?

Investigate

Reason for

Transaction

Movements

Adjust Bulk StockConsume in

OperationTransfer Tank Repack Bulk Stock Rebrand Product Regrade Item Decant Item Fill Item Blend Product

Inventory

Adjustment

Reconciliation

Type?Reconciliation

Read Master

Record Out of

Service Meter

Quantity?

Record Out of

Service Meter

Quantities

Record Meter

Reading

Work with

Throughput

Reconciliation

Discrepancy?

Review

Transaction

Quantities

Approve

Throughput

Reconciliation

Update

Throughput

Reconciliation

Report

Throughput Reconciliation

Yes

No Reject

Accept

Dip TankRecord Tank Dip

Reading

Review and

Update

Operational

Transaction Status

Reconcile

Operational

Transactions

Discrepancy?

Approve

Operational

Reconciliation

Update

Operational

Reconciliation

Reject

Operational Reconciliation Accept

Which Inquiry?Inquire

Review Bulk

Product

Transaction

Review Monthly

Tank Stock StatusReview Gain/Loss

Review Four Point

Analysis

Which Report?

Daily Product

Movement

Monthly Tank

Stock Movement

Gain/Loss

Analysis

Tank Strapping

Table

Reports

Operational

Reconciliation

Detail

Action

Established?Set Up

Set Up Depot

Set Up Bulk

Conversion Table

Maintain Bulk

Location

Maintain Tank

MasterSet Up Flow Meter

Tank Strapping

Blending Tank

Allowed Product

Matrices


JD Edwards EnterpriseOne Manage Advanced Stock Valuation

Shipping Agent

Build to Run?

Create Stock

Valuation Period

Build

Create Period

Build - Clear and

Restart

Elements to

Maintain?

Materials

Management

Builds

Update

Required?

Update Stock

Valuation

Extraction

Update Stock

Valuation General

Ledger

Update Tables

Purge Valuation

FilePurge Tables

Report

Required?

Create Stock

Valuation

Summery Report

Create General

Ledger Update

Summery Report

Create Unit Cost

Period Report

Create Stock

Valuation Detail

Report

Purge Tables

Report

Required?

Review Stock

Valuation

Review Valuation

Period

Review Document

Summery

Review General

Ledger AdjustmentReview Unit Cost

Review Valuation

Method

Comparison

Purge Table

Review Valuation

Layers

Report

Required?

Maintain Valuation

Method

Maintain Item Pool

Cost

Maintain Stock

Valuation Constant

Activate Stock

Valuation

Maintain Item Pool

Valuation

Purge Table


JD Edwards EnterpriseOne Manage Containers

Shipping Agent

Materials

Management

Elements to

Maintain?

Maintain Container

Fill and MovementFill and Movement

Process Container

ExtractionAction?

Create Container

Deposit/Refund

Billing

Create Container

Rental Billing

Management and Billing

Inquiry

Required?

Review Container

Deposit

Review Container

Serial Tracking

Review Container

Transaction

Inquiry

Reports

Required?

Create Customer/

Distributor Balance

Report

Create Container

Reconciliation

Report

Reports

Maintain Basic

Item Data

Provide Item

Master Change

Notification to

Enterprise System

Maintain Item

Branch Data

Maintain Container

and Carton CodeMaintain Container

Maintain Items/Branch

Maintain Items

Category CodesAdditional

Information

Item Alternate

DescriptionCost Revisions

Storage and

ShippingPrice Revisions Product Mix

Regional

Information

Unit of Measure

ConversionsItem Notes

Internal

Attachments

Item Order

Quantities

Item tax

Information

Locate Item

Sources


JD Edwards EnterpriseOne Manage Advanced Warehouse Processes

Shipping Agent

Materials

Management?

Elements to

Maintain?

Manual or

Batch?

Replenished

Fixed

Locations?

Replenish

Warehouse

Locations

Batch

Replenish to

Maximum?

Normal

Replenishment to

Economy

Normal

Replenishment to

Maximum

Replenish to

Maximum?

Minimum

Replenishment to

Economic

Minimum

Replenishment to

Maximum

Replenish at

Normal or

Minimum?

Normal Point

Minimum Point

No

Yes

Yes

No

Replenish to

Maximum?

Random, Normal

Replenishment to

Economic

Random, Normal

Replenishment to

Maximum

Replenish to

Maximum?

Random, Minimum

Replenishment to

Economic

Random, Minimum

Replenishment to

Maximum

Replenish at

Normal or

Minimum?

Normal Point

Minimum Point

No

Yes

Yes

No

No

Yes

Replenishment

Point

Reached?

Determine

Replenishment

Quantity

Replenish with

Defined

Quantity –

Economic

Replenishment

Replenish to

Locations

Capacity –

Maximum

Replenishment

Warehouse Pick

Requests and

SuggestionsYes

Type of

Replenishment

?

Manual

Replenishment

using From

Location

Replenishment

using To Location

Directed

Replenishment

Review Orders for

Reservation

Requirements

Reserve Locations

Before Receipts

Determine

Reservation

Method?

Create

Reservations

Online

Process

Requests?Batch

Online

Create

Reservations in

Batch

Create

Reservations in

Batch and Process

Only

Reservations

Reservation and Process

Review

Reservations?

Reservations

Accepted

Reservations

Changed

Reservations

CancelledReservations Cancelled

Reservations Accepted

Reservations Changed Inventory Balance

Review

Replenishment

Requests

Review Outbound

Requests

Review Inbound

Requests

Review Location

Detail

Review Location

Utilization

Purge Warehouse

Movement

Information

Maintain

Warehouse Speed

Group

Inquiry

Required?Inquiries


JD Edwards EnterpriseOne Manage Physical Inventory

Shipping Agent

Materials

Management?

Physical

Count?

Movement

Type?

Investigate

Reason for

Issue

Investigate

Reason for

Adjustment

Investigate

Reason for

Transfer

Investigate

Reason for

Reclassification

Confirm Stock

Issue

Confirm Stock

Adjustment

Confirm Stock

Transfer

Confirm Stock

ReclassificationReclassification

Transfer

Adjustment

Inventory IssuesDetermine

Picking Method

No

Cycle Count?

Yes

Select Items for

CountPrint Inventor Tags

Record Tag

Distribution

Assign Tags to

TeamsCount Items

Record Tags

Received

No,

Tag Count

Review

Required?Review Tag StatusYes

Tag Status

Required?

Record Count

Results

No

No

Print Tag StatusYesReview Count

Variances

Determine

Count

Disposition?

Update Inventory

with CountApproved As Is

Revise Count

Recount Select

ItemsRecount

Revise

Select Items for

Inventory Count

Yes,

Cycle Count

Review Items

Selected for Count

Review Items

Selected Report

Review Cycle

Count Status

Changes

Needed?No Changes

Adjust Items for

Count

Cancel Cycle

Count

Method of

Counting?

Print Cycle Count

Sheets

Count ItemsRecord Count

Results

Review Count

Variances

Review Count

Results

Provide Inventory

Balances to APS,

SCP

Determine

Count

Disposition?

Revise Count

Recount Select

Item

Approve Cycle

Count

Update Inventory

with Count

Inventory Balance

General Ledger

Detail


JD Edwards EnterpriseOne Analyze Inventory

Shipping Agent

Materials

Management?

Type of

Reports?

Create Inventory

Analysis Reports

ABC Analysis

Report

Cost Analysis

Report

Margin Analysis

Report

Valuation Analysis

Report

Supply and

Demand Report

Trace/Track

Report

Inventory Turns

Report

Create Inventory

Integrity Reports

Item Ledger/

Account Integrity

Report

Item Balance/

Ledger Integrity

Item Ledger by G/

L Class Report

Item Ledger Detail

Report

Create Inventory

Status Reports

Items by

Supplemental

Data Type Report

Supplemental Item

Profile ReportPrice Book Report

Inventory Journal

Report

Buyers Guide

Report

Item Master

Dictionary

Stock Status

Report

Determine

Picking Method

Lot Control

Item Lot LedgerLot Trace and

Track

Review Lot

Availability

Inquiries?

Item Search

Movement

Inquiries

Item Availability by

Location

Review Item

Ledger

Supplemental

Profile Inquiry

Supplemental

Profile Inquiry by

Item

Supplemental

Profile Inquiry by

Branch/Plant

Supplier Self

Service

Item Cross

Reference

Item Availability

Review Summery

Availability

Supply and

Demand

Location Segment

Inquiry

Segmented Item

Availability

Buyer’s

Information


JD Edwards EnterpriseOne Maintain Inventory Data

Shipping Agent

Maintain Non-

Stock Item Detail

Maintain Basic

Item Data

Maintain Item

Branch Data

Maintain

Inventory

Items?

Materials

Management?

Category CodesAdditional

Information

Item Alternate

DescriptionCost Revisions

Storage and

ShippingPrice Revisions Product Mix

Regional

Information

Unit of Measure

ConversionsItem Notes

Internal

Attachments

Item Order

Quantities

Item Tax

Information

Locate Item

Sources

Provide Item

Master Change

Notification to

Enterprise System

Item/Branch

Duplication - Batch

Item/Branch

Duplication -

Online

Online or

Batch?

Batch

Online

Maintain

Supplemental

Data by Item

Maintain

Supplemental

Data by Branch/

Plant

By Item or

Item/Branch?

By Item

By Item/Branch


JD Edwards EnterpriseOne Revise Lots, Locations or Setup Information

Shipping Agent

Inventory

Administrator

Materials

Management?

Warehouse or

Item

Locations?

Revise Item

LocationItem Location

Revise in

Batch?

Revise Warehouse

Location - Batch

Revise Warehouse

Location -

Individual

Warehouse Location

Yes

NoLocation or Lot

Revision?

Location

Master or Item

Lot/Location?

Revise Lot Master

Update Lot Status

Revise Item/Lot

Lot Status

Lot

Item Lot/Location

Master

Update Data?Maintain Speed

Cost

Update Future

Cost

Update Average

Cost

Maintain Batch

Cost

Update

Required?Items as of

GenerationsDirect as of Entry As of Updating

Element to

Update?

Generate Segment

Cross-Referance

Update Item

Master Field

Update Category

Code

Update Item

Branch Field

Convert Item Cost

Level

Update Complete Update CompletePurge Item

Master?

Purge Item Master

Purge Item

BalanceNo

Yes


JD Edwards EnterpriseOne Pick Processing

Shipping Agent

Pick Product

Quantity

Available from

Location

Investigate

Reason for

Issue

Confirm Stock

Issue - Base

Picked from

Alternate

Locations?

Pick from

Alternate

Location

Correct

Paperwork to

Match Physical

Pick

Pick Complete

No

Yes

No

Yes

Which Pick

Order

Process?

Pick Order with

Base Processing

Create Bulk Pick

Requests

Process Bulk Pick

Requests

Assign Pick Task

and Trip

Re-Suggest Bulk

Pick Requests

Radio

Frequency in

Use?

Print Move

Document for Pick

Print Move Slip for

Pick


Yes

Read

Suggestion FileNo

Location and

Quantity

Suggested for

Pick

Suggested

Location

Appropriate

Confirm Bulk Pick

Suggestion

Print Bulk Pick

Detail Report

Deconsolidate

Pick

Did Suggestion

Error?

Is the Setup

Correct?

Override

Suggestion

Identify Error Correct Setup

No

Yes

No Yes

NoYes

Process Pick

Requests

Assign Pick Task

and Trip

Re-Suggest

Regular Pick

Request

Radio

Frequency in

Use?

Print Move

Document for Pick

Print Move Slip for

Pick


Yes

Read

Suggestion File

No

Warehouse

Suggestions

Confirm Batch

of Picks?

Location and

Quantity

Suggested for

Regular pick

Confirm Pick in

BatchBatch

Interactive

Suggested

Location

Appropriate?

Pick or

Replenishment

Confirmation?

Confirm

Replenishment

Interactively

Confirm Pick

Interactively

MaterialsYes

Pick

Replenishment

Did Suggestion

Error?

Is the Setup

Correct?

Override

Suggestion

Identify Error Correct Setup

No Yes

NoYes

No

Which

Advanced

Warehouse

Picking

Method?

System Generated

Pick Suggestions

Bulk

Pick

Pick Order with Advanced

Warehouse Processing

JD Edwards EnterpriseOne L2 Settle Supplier Invoices


Procurement

Manager

Buyer

Receiving Agent

Accounts Payable

Specialist

Procure Goods

and Services

Receive Goods

and Services

Create, Match,

and Process

Vouchers

Process Supplier

Payments

Manage Accounts

Payable Balances

Analyze

Procurement


JD Edwards EnterpriseOne Create, Match, and Process Vouchers

Buyer

Receiving Agent

Supplier

Accounts Payable

Specialist

Procure Goods

and Services

Receive Goods

and ServicesPO Receipt

Ready to Match

Receipt

Required?

Receipt

Recorded?Yes No Log Invoice?

Hold for

Receipt?No

Request

Receipt from

Receiving

Receive ReceiptYes

Provide Receipt

Contact

Approver and

Determine

Status

Create Voucher in

Batch

No

Hold for

Approval?

Yes

Yes

No Approved?

Invoice

Matching

Method?

Yes

Redistribute

Logged Vouchers

Match Voucher to

Receipt and

Create Voucher

Match Receipts

Select Receipts to

Match

Match via

Voucher Logging

3 Way Match

Provide PO close

Information to

Enterprise System

Enterprise

"Procurement"

Match Invoice to

Purchase Order

and Create

Voucher

Select Order to

Match2 Way Match

Process Evaluated

Receipts

Evaluated

Receipts

Receive Inbound

Invoice from

Supplier and

Create Flat File

Correct Any Flat

File Errors and

Run Inbound Edit/

Update

Purge Inbound

Invoice

Transactions

Correct Any

Update Errors and

Run Inbound Edit/

Update

Match EDI

Invoice

Return to

Supplier

No

Changes

Required?

Locate Voucher to

be Recosted

Create Voucher

Match Reversal

Revise the

Voucher

Reverse the

VoucherReverse Voucher

Adjust Price

Review Payment Approve?

No

Post PaymentYesRevise or Void

Payment?

Revise or Void

Manual PaymentYes

Process Supplier

PaymentsNo

From Asset Lifecycle

Management

Enter Non-

Purchasing

Related

Non-Purchasing

Related Vouchers

From Manage

Projects

Voucher

Approved for

Payment?

Supplier

Master Info

Correct?

Yes Yes

Work with Supplier

Master to Update

Information

No

Log Voucher?Hold Invoice for

Approval

No

No

Create Voucher in

Batch

Yes

Ready for

Distribution?

Locate Logged

Voucher to

Redistribute

No

Yes

Voucher Entry

Method?

Create Standard

Voucher Batch

Create Speed

Voucher Batch

Create Recurring

Voucher Batch

Review Open

Recurring

Vouchers

Recycling

Period

Reached?

Recycle the

Recurring

Vouchers

Monitor

Schedule for

Next Recycling

Period

Yes

No

Create Multi-

Company Single

Supplier Voucher

Batch

Create Multi-

Voucher Single

Supplier Voucher

Batch

Create Multi-

Voucher Multi

Supplier Voucher

Batch

Create Pre-

Payment Voucher

Batch

Close Out

Negative Items for

Pre-Payment

Vouchers

Supplier Advises

Shipping Details

on a Direct Ship

Shipment

Receive Details

of Shipment

from Supplier

Record Shipment

from Supplier

Go To: Order Fulfillment;

Invoice Customer

From: Financial Control and Reporting;

Assess and/or Adjust Expenses

Execute Expense

Report

Reimbursement

Processing

Errors

Identified?

From: Financial Control and Reporting;

Assess and/or Adjust Expenses

No

Yes


JD Edwards EnterpriseOne Process Supplier Payments

Procurement

Manager

Accounts Payable

Specialist

Create, Match,

and Process

Vouchers

Vouchers

Require

Changes?

Update Vouchers

for Payment Using

Speed Release

Yes

Update Single Pay

Item

Update Multiple

Pay Items at the

Same Time

Split Single Pay

Items in to Multiple

Pay Items

No

Type of

Payment

Processing?

Does Voucher

Exist?Manual

Use Speed

Payment

Entry?

No

Create Manual

Payment with

Voucher Match

Create Speed

Payment

Create Manual

Payment without

Voucher Match

Print PaymentYes

No

Yes

System or

Manual?

Generate

Payment via

System

Generate

Payment

Manually

Review?

Review Payment

Online

Print Payment

Analysis ReportPrint

Online

Approve?

No

No

Post PaymentYesRevise or Void

Payment?

Revise or Void

Manual PaymentYes

Distribute

Payments to

Supplier

No

Cash

Requirement

Report

Required?

Automatic

No

Create Cash

Requirements

Report, with or

without Currency

Aging

Yes

With Holding

Tax Required?

Create Payment

Control GroupNo

Calculate With

Holding Amount

Yes

Review?

Review Payment

OnlineOnline

Print Manual

Payment JournalPrinted

Changes to

Report?

Select Payment

Group and UpdateYes

Undo Payment

Group

View Payments

Payment Group

Detail

Select the

Payments to be

Changed

Undo

Confirmations

View Pay ItemsSelect Vouchers to

be ChangedUndo Voucher

Split Payment

within Control

Group

Select Payment

Group to Process

No

Write PaymentsPayments

Acceptable?Update AP Ledger

Undo Payment

Group

Yes

Reset the

Payment Group

No, Undo

No, Reset

Review?

Review Payment

Online

Print Payment

Analysis ReportPrint

Online

Approve?

No

No

Post PaymentYes

Automatic

Payments to be

Voided?

Void Automatic

Payments

Yes

End

Method to

Distribute?No

Copy Bank ACH

Tape Data to Tape

ACH

Payments

Send ACH Tape

to Bank

Provide

Remittance Advice

Information to

Enterprise System

Enterprise

"Procurement"

Manage Accounts

Payable Balances

Distribute

Payments to

Supplier

Printed

Analyze

Procurement


JD Edwards EnterpriseOne L2 Manage Accounts Payable Balances

Accounts Payable

Specialist

Settle Supplier

Invoices

Analyze Accounts

Payable

Process Accounts

Payable Period

and Year End

JD Edwards EnterpriseOne Analyze Accounts Payable

Accounts Payable

Specialist


Settle Supplier

Invoices

Review Supplier

Ledger

Review Suppliers

using Name

Search

Inquiry?

Review Supplier

Payments

Perform Supplier

Master Revisions

Reports?

Print Cash

Requirements

Print Voucher

Journal

Print Manual

Payment Journal

Print Suspected

Duplicate

Payments

Print "As Of" -

Open A/P Details

with Aging

Print Open

Accounts Payable

Detail with Foreign

Currency

Print Open

Accounts Payable

Details with

Remarks

Print "As Of" -

Open A/P

Summary

Generate "As Of"

Table

Print "As Of" –

Currency Detail

Print Open A/P

Summary with

Currency

Print Currency

Detail Aging

Print Payment

Analysis

Print Payment

Details

Print Payment

Register Report

Print Supplier

Analysis Report

Print Open

Accounts Payable

Summary

Print Currency

Detail - Foreign

and Domestic

Print "As Of" -

Open A/P Details

with Remarks

Print "As Of" -

Open A/P

Summary with

Currency

Print "As Of" -

Open A/P Detail

with Foreign

Currency

Print "As Of" -

Currency Detail-

Aging

Print Open A/P

Detail with Aging

Process Accounts

Payable Period

End


JD Edwards EnterpriseOne Process Accounts Payable Period and Year End

Accounts Payable

Specialist

Analyze Accounts

Payable

Calculate

Currency

Gains/Losses?

Proof or Final?Yes

Process

Unrealized Gain/

Loss in Proof

Mode

Proof

Review Payables

Unrealized Gain/

Loss Report

Errors?

Correct Errors in

Accounts Payable

Yes

Process

Unrealized Gain/

Loss in Final Mode

No

Final

Go To: Financial

Control and Reporting

Run Accounts

Payable Original

Document to

General Ledger

Run Accounts

Payable Payments

to General Ledger

Run Accounts

Payable to

General Ledger by

Offset

No

Update

Supplier

Amounts?

Run A/P Annual

Close in Proof

Mode

Yes Errors?

Run A/P Annual

Close in Final

Mode

Identify and

Correct Errors with

Supplier Records

No

Yes

End

Yes

GL

AP

Yes

No

Create GL Work

File, Review and

Adjust

Clear AP and GL

1099 Work Files

Generate

Vouchers

Through 3-Way

Match?

Review Address

Book Information

for Suppliers and

Companies

Create Payment

Exception Report

to Identify

Unresolved

Payments

Adjust Account

Ledger Table and

Run 1099 GL

Register Report

Perform 1099

Reporting?

Preview Combined

1099 Work File

Table

Update Payment

Information

Create AP 1099

Work File, Review

and Adjust

Write 1099 Media

Write 1099 Media

Update Payment

Information

(Receipts)

Select GL or

AP Method of

Processing?

No

JD Edwards EnterpriseOne L2 Analyze Procurement


Buyer

Receiving Agent

Accounts Payable

Specialist

Procurement

Manager

Procure Goods

and Services

Receive Goods

and Services

Settle Supplier

Invoices

Analyze

Procurement

Using Online

Inquiries

Analyze

Procurement

Using

Procurement

Reports

JD Edwards EnterpriseOne Analyze Procurement Using Online Inquiries

Buyer

Receiving Agent

Accounts Payable

Specialist

Procurement

Manager

Procure Goods

and Services

Receive Goods

and Services

Settle Supplier

Invoices

Commitment

Inquiry

Agreement

Balance Inquiry

Review Open

Orders

Financial Status

Inquiry

Review Supply

and Demand

Inquiry

Open Requisitions

Blanket Order

Inquiry

Summary

Supplier Quality

Analysis

Purchasing Ledger

Budget

Comparison

Inquiry

Agreement

Transaction

Ledger

Agreement Online

Statement

Open Receipts

Detailed

Availability

Buyer's

Information

Open Quotes

Order Revisions

Inquiry

Delivery Analysis

Cost Analysis

Blanket Order

Ledger

Receipts Routing

Inquiry

Inquiry?

JD Edwards EnterpriseOne Analyze Procurement Using Procurement Reports

Buyer

Receiving Agent

Accounts Payable

Specialist

Procurement

Manager

Procure Goods

and Services

Receive Goods

and Services

Settle Supplier

Invoices

Review Open

purchase Order

Status

Print Purchase

Order by

Requested Date

Inventory Receipts

Register

Print Order Detail

Purchases Journal

Logged Voucher

Detail

Purchase Order

Summary

Agreement

Penalties

Print Subcontracts

Log Report/Update

Open Purchase

Order by Item

Print Purchase

Order Summary by

Branch

Print Order

Revision History

Print Open

Purchase Orders

Supplier Analysis

Vouchered/

Received Status

Voucher

Reconciliation

Open Purchase

Order Status

Balance Statement

Contract Analysis

AIA Application for

Payment

Reports