Self-Service Programs

Appendix: Self-Service Programs

This appendix provides an overview of supplier self-service programs and discusses how to set processing options for supplier self-service programs.

Understanding Supplier Self-Service Programs

The supplier self-service portlets, which were delivered in previous releases of JD Edwards EnterpriseOne, are available for your use, though they function somewhat differently from the SRM portlet.

The following table lists the supplier self-service portlets and their associated applications:

Supplier Self-Service Portlet	Associated Application
SSS Quote Status	Self Service Quote Response Entry (P4334SS)
SSS Search	Self-Service - Supplier Payment Inquiry (P04111)
SSS Supplier Alerts	Self Service - Purchase Order Inquiry (P4310SS)
SSS Supplier Order Status	Self Service - Purchase Order Inquiry (P4310SS)
SSS Supplier Performance	Self-Service Supplier Analysis Summary (P43230SA)
SSS Tasks	Self Service - Update Address Book Record (P01012SS)

Setting Processing Options for Supplier Self-Service Programs

This section discusses how to set processing options for:

Self Service Quote Response Entry (P4334SS).
Self-Service Supplier Analysis Summary (P43230SA).

Note. The Self-Service - Supplier Payment Inquiry program (P04111) and the Self Service - Purchase Order Inquiry program (P4310SS) are used by the SRM portlet, so the processing options for those programs are documented in the setup chapter for that portlet. Also, the Self Service - Update Address Book Record program (P01012SS) is documented in the JD Edwards EnterpriseOne Address Book Implementation Guide.

Setting Processing Options for Self Service Quote Response Entry (P4334SS)

Use these processing options to supply the default values for the Self Service Quote Response Entry program.

Defaults

These processing options specify the default values that the system uses for searching and sorting quote information.

1. Refine Search Quote Display (Required)

Specify the default search criteria for the Refine Quote Search option. Values are:

01: Search all quotes.

02: Search open quotes only.

03: Search closed quotes only.

04: Search quotes for which there has been no response.

2. Refine Sort Quote Display (Required)

Specify the default sort criteria for the refine quote sort option. Values are:

01: Sort by Quantity

02: Sort by Response Required Date

03: Sort by Quote Entered Date

04: Sort by Responded Date

05: Sort by Quote Number

3. Refine Sort Quote Price History Display (Required)

Specify the default sort option for Quote Price History display. Values are:

01: Sort by Quantity

02: Sort by Quoted Price

03: Sort by Promised Delivery Date

04: Sort by Expiration Date

Display

These processing options specify codes that the system uses for displaying quote information.

1. Supplier Item Cross-Reference Type code (Optional)	Specify the cross-reference type code for supplier's item. The cross-reference type codes can be found in UDC 41/DT.
2. Date type for Advanced Search query (Required)	Specify the default date type for the Advanced Search form. The specified date type will be selected with the radio button. Values are: 1: Response Required Date 2: Quote Entered Date 3: Responded Date
3. Closed Status Code (Required)	Specify the Closed Status Code. All higher statuses are also consider closed. Enter a status code from UDC 40/AT.
4. Type Code (Required)	Specify the Type Code to display the supplier's Ship To address. Enter a type code from UDC 01/W0.

Process

These processing options specify default-processing information.

1. Order Type (Required)	Specify the Document Type for the quotes. Enter a document type from UDC 00/DT.
2. Default Number of Days (Required)	Specify the number of days to calculate the From date for Advanced Search. The system subtracts the number of days specified from today's date to determine the From date.
3. Maximum Records to Query (Required)	Specify the number of records to query and display. Use this processing option wisely to maximize system performance.

Setting Processing Options for Self-Service Supplier Analysis Summary (P43230SA)

Use these processing options to supply the default values for the Self-Service Supplier Analysis Summary program.

Display

These processing options specify the default values that the system uses for displaying information.

1. Default Performance Analysis View (Required)

Specify the default view for performance analysis display. If you leave this processing option blank, the quality analysis view is used. Values are:

1: Quality analysis.

2: Delivery analysis.

3: Cost analysis.

2. Costing Method (Required)

Specify the specific costing method (01 - 08) to be displayed as the inventory cost. If you leave this processing option blank, costing method 08 is used.

3. Cost comparison for Variance Information (Required)

Specify the cost type that must be compared against the paid cost for variance information. If you leave this processing blank, ordered cost is used. Values are:

1: Inventory cost.

2: Ordered cost.

3: Receipt cost.

Process

These processing options specify how the system displays information.

1. Supplier Item Cross-Reference Type Code	Specify the cross-reference type code to be used for displaying supplier item number. If you leave this processing option blank, the JD Edwards EnterpriseOne internal item number is displayed.
2. Default Unit of Measure (Required)	Specify the unit of measure for displaying quantities. If you leave this processing option blank, EA (each) is used.
3. Cost Analysis Format Name (Required)	Specify the format name for cost analysis. Based on this format name, the Key Performance Indicators for cost analysis are retrieved from the Inquiry Formats table (F5193).
4. Delivery Analysis Format Name (Required)	Specify the format name for delivery analysis. Based on this format name, the Key Performance Indicators for delivery analysis are retrieved from the Inquiry Formats table (F5193).
5. Quality Analysis Format Name (Required)	Specify the format name for quality analysis. Based on this format name, the Key Performance Indicators for quality analysis are retrieved from the Inquiry Formats table (F5193).

Default

This processing option is used to calculate the “from” month for display.

1. Default "From" month from today's month

Specify the default “from” month for the View Performance Summary page. The number entered here is subtracted from the current month to calculate the “from” month.

Delivery

These processing options control whether good and bad performances are highlighted

The following term applies to all of the processing options on the Delivery tab.

Highlight Column

Specify whether you want the first column to be highlighted. If you want this column to be highlighted then you must specify the From and To values for both the Good and Bad performances. If you leave this processing option blank, 0 is used. Values are:

Blank: Do not highlight good and bad performances.

1: Highlight good and bad performances.

Column heading are retrieved from the Inquiry Formats table (F5193). Good performances are highlighted in green and bad performances are highlighted in red.

Quality

These processing options control whether good and bad performances are highlighted

The following term applies to all of the processing options on the Delivery tab.

Highlight Column

Blank: Do not highlight good and bad performances.

1: Highlight good and bad performances.

Column heading are retrieved from the Inquiry Formats table (F5193). Good performances are highlighted in green and bad performances are highlighted in red.

Cost

These processing options control whether good and bad performances are highlighted

The following term applies to all of the processing options on the Delivery tab.

Highlight Column

Blank: Do not highlight good and bad performances.

1: Highlight good and bad performances.

Column heading are retrieved from the Inquiry Formats table (F5193). Good performances are highlighted in green and bad performances are highlighted in red.