## Getting Started with JD Edwards EnterpriseOne Requisition Self Service

This chapter discusses:

- JD Edwards EnterpriseOne Requisition Self Service overview.

- JD Edwards EnterpriseOne Requisition Self Service business process.

- JD Edwards EnterpriseOne Requisition Self Service integrations.

- JD Edwards EnterpriseOne Requisition Self Service implementation.

### JD Edwards EnterpriseOne Requisition Self Service Overview

The JD Edwards Requisition Self Service system from Oracle enables organizations to reduce management and administrative functions for procurement by providing employees with a self-service program with which they can enter their own requests for items such as office supplies. Using the Direct Connect feature within Requisition Self Service, employees can connect to approved suppliers' websites to select items, and the Direct Connect process directs them back to the EnterpriseOne system to send their requisitions through the approval process. By not having to place orders for such items, purchasing departments can focus on approving requisitions and handling requests for items that employees or buyers cannot easily locate.

The user-defined commodity structure within JD Edwards EnterpriseOne Requisition Self Service enables organizations to categorize items, products, and services into a hierarchical tree structure. Users can assign commodities to requisitions, and the commodity remains attached to the requisition and resulting purchase order so that organizations can analyze spending by commodity using the JD Edwards Enterprise Performance Management products.

Using a workflow process, the system can alert specified approvers of requisitions awaiting approval using the Work Center and an internal email address. The setup for requisition approval workflow provides control over the procurement process, as system administrators can specify up to six levels of required approval.

After requisitions are approved, buyers can use either a batch or interactive program to consolidate requisitions and create purchase orders. The interactive program, Requisition Expeditor (R43E060), allows buyers to manage exceptions and make changes to requisitions before creating purchase orders. When you generate purchase orders, the system consolidates items that are from the same supplier, giving buyers leverage for pricing discounts. You can also use the PO Dispatch feature to automatically send purchase orders to vendors using integration technology.

To complete the requisition process, employees indicate that they have received their items using the Desktop Receiving program (P43E20). This program enables employees to receive by requisition number, instead of purchase order number. Employees can also reverse receipts.

Using JD Edwards EnterpriseOne Requisition Self Service with the Collaborative Portal

If your organization has an employee portal, you can create links to programs that your employees might frequently use, such as Shopping Cart (P43E25) and Desktop Receiving (P43E20) on the portal.

See Entering a Requisition Using the Shopping Cart Program.

See Understanding the Desktop Receiving Program.

You can also set up the JD Edwards EnterpriseOne Requisition Self Service portlet (P43E83) for buyers within your organization and attach it to the portal. The Requisition Self Service portlet contains alerts, such as:

- Open approvals.

- Requisition lines marked as high priority.

  See Understanding the Requisition Entry Program.

- Requisition lines marked as special requests.

  See Understanding the Requisition Entry Program.

- Requisition lines that have been open for more than 10 days.

If you want to modify the JD Edwards EnterpriseOne Requisition Self Service portlet, you must use Form Design Aid to make any modifications. The JD Edwards EnterpriseOne Requisition Self Service portlet conforms to the JSR 168 specification.

See JD Edwards EnterpriseOne Tools 8.98 Development Tools: Form Design Aid Guide

### JD Edwards EnterpriseOne Requisition Self Service Business Process

This process flow illustrates the JD Edwards EnterpriseOne Requisition Self Service business processes:

JD Edwards EnterpriseOne Requisition Self Service business process flow

### JD Edwards EnterpriseOne Requisition Self Service Integrations

The JD Edwards EnterpriseOne Requisition Self Service system integrates with these JD Edwards EnterpriseOne systems:

- JD Edwards EnterpriseOne Inventory Management

- JD Edwards EnterpriseOne Address Book

- JD Edwards EnterpriseOne Procurement

- JD Edwards EnterpriseOne Advanced Pricing

- JD Edwards EnterpriseOne Accounts Payable

- JD Edwards EnterpriseOne General Accounting

We discuss integration considerations in the implementation chapters in this Implementation Guide. Supplemental information about third-party application integrations is located on the Oracle Customer Connection website.

JD Edwards EnterpriseOne Inventory Management

The JD Edwards EnterpriseOne Requisition Self Service system retrieves item costs and other item information for requisitions.

JD Edwards EnterpriseOne Address Book

Use the JD Edwards EnterpriseOne Address Book system to create records for your suppliers and to set up suppliers for Direct Connect.

JD Edwards EnterpriseOne Procurement

The Batch Requisition Consolidation (R43E060) and the Requisition Expeditor (P43E060) programs create purchase orders from requisitions. After creating purchase orders, you can use standard programs within the JD Edwards EnterpriseOne Procurement system to process them.

JD Edwards EnterpriseOne Advanced Pricing

If you have activated the system constant for JD Edwards EnterpriseOne Advanced Pricing, the system checks for advanced pricing when you run the Batch Requisition Consolidation (R43E060) and the Requisition Expeditor (P43E060) to create purchase orders.

JD Edwards EnterpriseOne Accounts Payable

After you create purchase orders, you can use the JD Edwards EnterpriseOne Procurement system to create vouchers in the JD Edwards EnterpriseOne Accounts Payable system and then create payments for the vouchers.

JD Edwards EnterpriseOne General Accounting

When you post Accounts Payable vouchers and payments to the general ledger, the system updates the Account Ledger (F0911) and Account Balances (F0902) tables in the JD Edwards EnterpriseOne General Accounting system. Additionally, the JD Edwards EnterpriseOne Requisition Self Service system uses the budgets created in the JD Edwards EnterpriseOne General Accounting system when you submit requisitions.

### JD Edwards EnterpriseOne Requisition Self Service Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne Requisition Self Service system.

In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface in About This Documentation with information about where to find the most current version of each.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Requisition Self Service, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.

See JD Edwards EnterpriseOne Tools 8.98 Software Update Guide

For information about the Oracle Business Accelerator solution for implementation of JD Edwards EnterpriseOne Requisition Self Service, review the documentation available.

#### Installation Steps for the JD Edwards EnterpriseOne Collaborative Portal

You can use the JD Edwards EnterpriseOne Collaborative Portal to implement Customer Self Service. This guide does not describe in detail how to install and configure the Collaborative Portal. However, this section provides an overview of the general steps involved in installing and configuring the Collaborative Portal.

Use this table as a guide to the installation and configuration process for the Collaborative Portal and the JD Edwards EnterpriseOne portlets. You should perform the steps in the order listed.

Step | Reference
1. Verify that you meet the minimum technical requirements (MTRs) to implement the JD Edwards EnterpriseOne Collaborative Portal. | JD Edwards EnterpriseOne Tools 8.98 Hardware and Software Requirements Guide
2. Install and configure the JD Edwards EnterpriseOne system. 3. Apply the updates, service packs, or Electronic Software Updates (ESUs) specified in the MTRs. | See your JD Edwards EnterpriseOne installation documentation.
4. Install and configure the IBM WebSphere Portal. | Use one of these guides: WebSphere Portal 5.0 – Multiplatforms Installation and Configuration for iSeries WebSphere Portal 5.0 – Multiplatforms Installation and Configuration for Unix WebSphere Portal 5.0 – Multiplatforms Installation and Configuration for Windows WebSphere Portal 5.1 – Multiplatforms Installation and Configuration for iSeries WebSphere Portal 5.1.0.1 – Multiplatforms Installation and Configuration for Unix WebSphere Portal 5.1.0.1 – Multiplatforms Installation and Configuration for Windows
5. Install and configure the JD Edwards EnterpriseOne Collaborative Portal. | JD Edwards EnterpriseOne Tools 8.98 Collaborative Portal Installation
6. Generate JD Edwards EnterpriseOne portlets in the WebClient_Portal.war file. | Use both of these guides: JD Edwards EnterpriseOne Tools 8.98 Development Tools: Form Design Aid Guide EnterpriseOne Tools 8.98 HTML Web Server Installation, Appendix A: Generating JD Edwards EnterpriseOne Serialized Objects, Generating an FDA-Created Portlet
7. Install the WebClient_Portal.war file in the Collaborative Portal. | WebSphere Portal for Multiplatforms: See http://publib.boulder.ibm.com/infocenter/wpdoc/v510/index.jsp?topic=/com.ibm.wp.ent.doc/wpf/welcome.html
8. Create pages and add portlets to pages in the Collaborative Portal. | WebSphere Portal for Multiplatforms: See http://publib.boulder.ibm.com/infocenter/wpdoc/v510/index.jsp?topic=/com.ibm.wp.ent.doc/wpf/welcome.html

#### Global Implementation Steps

This table lists the global implementation steps for JD Edwards EnterpriseOne Requisition Self Service:

Step | Reference
1. Set up fiscal date patterns, companies, and business units. | See Setting Up Organizations.
2. Create the chart of accounts and set up accounts and subledgers. | See Creating the Chart of Accounts.
3. Set up multicurrency processing. | See Understanding Multicurrency Setup.
4. Set up ledger type rules. | See Setting Up Ledger Type Rules for General Accounting.
5. Enter address book records. | See Entering Address Book Records. Address Book, Entering Address Book Records
6. Set up inventory information such as branch/plant constants, default locations and printers, manufacturing and distribution automatic accounting instructions (AAIs), and document types. | See Setting Up the Inventory Management System.

#### Core Implementation Steps

This table lists the core implementation steps for JD Edwards EnterpriseOne Requisition Self Service:

Step | Reference
1. Set up the Requisition Self Service system. | See Setting Up the Requisition Self Service System.
2. Set up the system for Direct Connect and PO Dispatch. | See Setting Up Direct Connect and Purchase Order Dispatch.
3. Set up the commodity structure. | See Setting Up the Commodity Structure.
4. Set up workflow approvals. | See Setting Up Requisition Approval Workflow.