JD Edwards EnterpriseOne Procurement Management 9.0 Implementation Guide

JD Edwards EnterpriseOne Procurement Management Preface

JD Edwards EnterpriseOne Procurement Management Preface

JD Edwards EnterpriseOne Products

JD Edwards EnterpriseOne Application Fundamentals

About This Documentation

Common Fields Used in This Implementation Guide

Getting Started with JD Edwards EnterpriseOne Procurement Management

Getting Started with JD Edwards EnterpriseOne Procurement Management

JD Edwards EnterpriseOne Procurement Management Overview

JD Edwards EnterpriseOne Procurement Management Integrations

JD Edwards EnterpriseOne Procurement Management Implementation

Understanding Procurement

Understanding Procurement

Industry Overview

Procurement System Overview

Understanding Vertex Sales Tax Q Series

Understanding Vertex Sales Tax Q Series

Compatibility of the Vertex Sales Tax Q Series System

Understanding Pricing in Procurement

Understanding Pricing in Procurement

Pricing in Procurement

Understanding Customer and Supplier Self-Service Setup

Understanding Customer and Supplier Self-Service Setup

Customer and Supplier Self-Service

Self-Service Setup

Setting Up the Procurement System

Setting Up the Procurement System

Understanding System Setup

Understanding the Setup of Procurement Next Numbers

Defining Order Line Types

Setting Up Order Activity Rules

Setting Up Procurement Constants

Setting Up UDCs

Setting Up AAIs

Creating Tolerance Rules

Setting Up Order Hold Information

Setting Up Landed Costs

Setting Up Nonstock Items

Defining Print Messages

Setting Up Templates for Purchase Orders

Creating Model Logs

Setting Up Hierarchical Logs

Setting Up Supplier Information

Setting Up Supplier Information

Setting Up Supplier and Item Information

Defining Supplier Prices and Discount Rules

Setting Up Rebates

Setting Up Rebates

Understanding Setup for Rebates

Entering Basic Rebate Agreement Information

Defining Conditions for Obtaining a Rebate

Defining Purchase Limits for Rebate Amounts

Setting Up Purchase Order Commitments

Setting Up Purchase Order Commitments

Setting Up Commitment Tracking

Entering Purchase Orders

Entering Purchase Orders

Understanding Purchase Order Entry

Setting Processing Options for Purchase Orders (P4310)

Entering Order Header Information

Entering Order Detail Information

Working with Purchase Orders

Working with Purchase Orders

Working with Special Order-Entry Features

Working with Budgets

Working with Orders on Hold

Working with Log Information

Printing Orders by Batch

Printing Orders Individually

Working with Order Information

Using Receipt Processing

Using Receipt Processing

Understanding the Receiving Process

Printing Purchase Receivers

Entering Receipts

Entering Cascading Receipts

Reviewing Journal Entries for Receipt Transactions

Printing Receipt Information

Creating Vouchers

Creating Vouchers

Understanding Voucher Creation

Reviewing Open Receipts

Entering Landed Costs

Creating Vouchers

Working with Retainage

Creating Multiple Vouchers from Receipt Records

Logging Invoices Before Receiving Goods

Printing Voucher Information

Processing Special Orders

Processing Special Orders

Understanding Special Order Processing

Working with Requisitions

Working with Blanket Orders

Working with Quote Orders

Creating Orders from Price Quotes

Working with Order Revisions

Generating Purchase Orders

Working with the Stocked Item Reorder Point Batch Purchase Order Generator

Processing Approvals

Processing Approvals

Understanding Approval Processing

Working with Approval Routes

Working with Orders Awaiting Approval

Approving or Rejecting Orders

Setting Up Field Constants for Approval Processing

Routing Receipts

Routing Receipts

Understanding Receipt Routing

Creating Receipt Routes

Defining Payment Eligibility for Item Removal

Activating Receipt Routing

Defining Sample Requirements and Item Specifications

Working with Items in a Receipt Route

Removing Items from a Receipt Route

Reviewing the History of Items in a Receipt Route

Managing Suppliers

Managing Suppliers

Understanding Conversion of Supplier Limit Amounts

Generating Supplier Prices in an Alternate Currency

Managing Supplier Performance Information

Updating Supplier and Item Analysis Records

Processing Rebates

Processing Rebates

Understanding Rebates

Reviewing Summary Information for Rebate Agreements

Reviewing Purchasing Transactions for a Rebate

Changing the Quantity or Amount Applied to a Rebate

Updating Rebate Information

Updating Orders

Updating Orders

Understanding Order Updates

Updating Status Codes

Revising Purchase Dates

Processing Purchase Order Commitments

Processing Purchase Order Commitments

Understanding Commitment Processing

Understanding How to Review Commitment Information for Orders

Understanding the Commitment Integrity Verification Process

Working with Commitments and Encumbrances

Running the Commitment Integrity Report

Purging PA Ledger Detail Records

Rebuilding a Commitment Audit Trail

Posting Committed Costs to Jobs

Performing Encumbrance Rollover

Using Customer and Supplier Self-Service

Using Customer and Supplier Self-Service

Reviewing Receipts on the Web

Reviewing Orders on the Web

Responding to Requests for Quotes

Purging Data

Purging Data

Understanding Data Purge Programs

Purging Data

Appendix: Tables Used by JD Edwards EnterpriseOne Procurement Management

Tables Used by JD Edwards EnterpriseOne Procurement Management

Tables Used by JD Edwards EnterpriseOne Procurement Management

Appendix: Delivered Workflow for JD Edwards EnterpriseOne Procurement Management

Delivered Workflow for JD Edwards EnterpriseOne Procurement Management

Delivered Workflow for JD Edwards EnterpriseOne Procurement Management

Appendix: JD Edwards EnterpriseOne Procurement Management Reports

JD Edwards EnterpriseOne Procurement Management Reports

JD Edwards EnterpriseOne Procurement Management Reports: A to Z

JD Edwards EnterpriseOne Procurement Management Selected Reports