The document discusses the implementation and features of JD Edwards EnterpriseOne workflow automation, which transforms paper-based business processes into efficient email-based processes. It highlights tools for mapping business processes, routing messages, and handling approvals to streamline operations and reduce errors. Additionally, it outlines technical capabilities for administrators, including workflow message management and user interaction via email and work centers.

1. JDEDWARDS ENTERPRISEONE
IMPLEMENTING JD EDWARDS
WORKFLOW
USERS
INTERACTION
1

2. JDEDWARDS WORKFLOW
INTERACTION
What is WORKFLOW:
USERS
Email - Work
BASICS CONCEPTS
Centre
• Oracle’s JD Edwards EnterpriseOne workflow processes enable you to
automate high-volume, paper-based business processes into an emailbased 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.
SPECIAL FEATURES
• Some features in this presentation were created by Premier and are not
present in a standard installation.
2

3. WORKFLOW INTERACTION
•
•
Tools for mapping business processes,
which might be defined sets of routes,
roles, and rules for the movement of
documents and tasks
Implementation of those business
processes through linkages with a
company’s computer network, shared
databases, and email systems so that
information can flow through the
organization at a controlled and efficient
pace
Applications
WorkFlow
Kernel
UBE
Figure 1 Workflow Interactions
Table
Event
Rules

4. WORKFLOW ACTIONS
Acknowledgement
or Notification
Action
Approve, Reject
Change a Status,
Update the
database
Execute Logic
AUTOMATE BUSINESS PROCESSES
The automated process reduces errors and generates less paperwork.
Offers you unlimited flexibility to incorporate innovative ideas
4

5. WORKFLOW MESSAGES
Comments
captured
during an
Approval,
Rejection
Header Info:
Business Unit
/MCU (...)
Detailed
Information,
Orders,
Amounts
Email Notification / Work
Centre
MESSAGES BUILDING
Technology behind is text substitution
5

6. EMAIL INTERNAL / EXTERNAL
EMPLOYEE / VENDOR / CLIENT EMAIL
Setup email per Address Book
Internal or External Email
6

7. ROUTING MESSAGES
Document
Type
Business Unit
Category
Code
• Sales Order
• Work Order
• Purchase Order
• MCU
• MMCU
• Any Category Code
BUILD MESSAGE ROUTING USING DISTRIBUTION LISTS
Using specific fields
Concatenate multiple fields
7

8. DISTRIBUTION LIST CONFIGURATION
DISTRIBUTION LISTS
Concatenate multiple fields to segregate a GROUP
8

9. 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 should
approve a transaction
9

10. Amount Approvals using brackets
DISTRIBUTION LISTS
Hierarchical amount approvals
First Response approval
10

11. Approval Process
• Process
• Document
APPROVE
REJECT
• Reason
• Media
Object
• Text
• Commentary
NOTIFICATION
Approvals
Message can include Category Codes, Objects Media, Text
11

12. MESSAGE TEXT
12

13. Business Case: Work Order
Create Work
Order
Approval
Process
Change
Status
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
13

14. 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
14

15. Message on Work Center or Email
User Approval
• Work Center
• Email link
15

16. Approve or Reject
User Approval Media Object
• Text
• Category Code Classification
16

17. 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

18. Reason Media Object

19. Media Object in Work Center

20. Work Flow Tracking

21. 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.

22. Complex Applications

23. 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

24. Pending Approvals Inquiry Appl
Workflow Pending Approvals Inquiry

25. Pending Approvals Inquiry Application
More Work Order information

26. Pending Approvals Inquiry Application
Part List is displayed when clicking the Work Order number

27. Contact Premier Group
Sergio 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