general ppt

JD Edwards

EnterpriseOne Rapid Start Business Process Scenarios

OVERVIEW OF ALL EXISTING BUSINESS SCENARIOS

JDEdwards EnterpriseOne Rapid Start Germany

Processes designed but not finally tested

FINANCE

GENERAL LEDGER

-Manage Accounting Structure

-Enter, review, approve and post journal entries

-Enter and Review annual, detail and journalized budgets

-Close Ledger

-Closing Process Accounts Payable / Receivables

-Allocations

-Manual Account Reconciliation

-Review Financial Reports and Inquiries

-Review Localization Reports

ACCOUNTS RECEIVABLES

-Process Customer Invoices

-Process Manual Receipts

-Automatic Receipts Processing

-Process Statements and Manage Collections

-Analyze Accounts Receivables

ACCOUNTS PAYABLE

-Create Match and Process Voucher

-Process Manual Payments

-Process Automatic Payments

-Analyze Accounts Payable

FIXED ASSETS

-Record Asset Acquisition

-Depreciate Asset

-Asset-Transfer, Split and Disposals

-Close Fixed Assets

-Asset analysis inquiries and reports

DISTRIBUTION

SALES ORDER MANAGEMENT

-Sales Quotes

-Sales Blanket Orders

-Sell from Inventory

-Sell Direct-Ship Item

-Sell Make-to-Order Item

-Credit Order Process without Return

-Credit Order Process with Return

PROCUREMENT AND SUBCONTRACT

MANAGEMENT

-Purchase Blanket Order

-Purchase an Inventory Item

-Purchase Order Generation

-Return to Supplier

INVENTORY MANAGEMENT

-Manage Inventory Count

-Inventory Transactions

-Inventory / Finance Integration

-As of processing

-Material Management Inquiries

MANUFACTURING

PRODUCT DATA MANAGEMENT

-Maintain Discrete Item Data

-Develop New Product Costs and perform periodic Cost

Rollup

-Develop new products and prototype BoM. Engineering

Maintenance of existing BoM

SHOP FLOOR CONTROL

-Release Manufacturing Orders, Issue Materials, Report

Order Completions and Report Time

-Close Orders and Record Manufacturing Journal Entries

-Run unattended scheduled Manufacturing Processes

REQUIREMENTS PLANNING

-Prepare Detailed Forecast, Fulfillment Master Schedule and

Materials Requirement Plan

-Prepare a Multi-Facility Fulfilment Master Schedule, and

prepare Multi-Faciltiy Materials Requirements Plan

-Prepare a Resource Requirements Plan and a Capacity

Requirements Plan

CRM

SERVICE MANAGEMENT

-Create Equipment Master from Sales Order

-Create Service / Warranty Contract

-Create Service Orders

-Create RMA Orders

SALES FORCE AUTOMATION

-Capture Leads

-Qualify and Convert Sales Leads

-Qualify and Manage Opportunities, Create Sales

Quotes, Create Orders

-Update Forecast and Pipelin

-Print On-Demand Reports

Integration

Accounts

Receivables

Accounts

Payable

General

Accounting

Procurement Inventory

Management

Sales Order

Mgt.

Project

management

job costing

Equipment

Maintenance

Receivables collection Voucher Payment

Payable

Voucher

Receivable

Invoice COGS

Revenue

Inventory

Item Specification Item Specification

Received

Not

Voucher

Work Order

Generation

Work Order

Generation

Item Specification

Inventory Transaction

Real Estate

Mgt.

Hr & payroll

Financial Management:

General Ledger

Financial Control and Reporting

END-TO-END PROCESS

Chief

Financial

Officer

Budget

Manager

Grant

Manager

General

Accounting

Manager

Financial

Analyst

Manage

Internal

Controls

Tax

Manager

Manage

Budgets

Manage

Grants

Manage

Transaction

Taxes

Capture

Transactions

Financial

Reporting and

Analysis

Close

Accounting

Period

Process Supported by EnterpriseOne General Ledger

RAPID START SCENARIOS

User Role

EnterpriseOne Module

General Ledger

Manage Accounting

Structure Financial

Accountant

Enter, Review and

Post Journal Entries

Review Financial

Reports and

Inquiries

Close Ledger

Enter and Review

Annual, Detail and

Journalized Budgets

Manual Account

Reconciliation

Financial Management

MANAGE ACCOUNTING STRUCTURE

General Ledger

Add Company Address

Book Record

P01012

Add a Fiscal Date

Pattern

P0010

Update Online Chart of

Accounts

R0909P

Add a Company

P0010

Add a Business Unit

P0006

Print Business Unit

Master Report

P0006

Review Online Chart of

Accounts

P09091

Financial

Accountant

Update Account Word

Search

R0901WS

Copy Accounts

P09804

Add Accounts

P0901

Print Account Master

Report

P0901


ENTER, REVIEW AND POST JOURNAL ENTRIES

General Ledger

Enter Journal Entries in

Standard Format

P0911

Enter Journal Entries in

Debit/Credit Format

P0911

Post Revisions to

Journal Entries

R09801

Review Journal Entries

Online and Post

Selected Batches

P0011

Post All Journal Entry

Batches

R09801

Print Journal Entries by

Batch

R09301

Print Journal Entries by

Account

R09311

Revise, Delete, or Void

Journal Entries

P0911

Financial

Accountant


ENTER AND REVIEW ANNUAL, DETAIL AND JOURNALIZED BUDGETS

General Ledger

Create Budget

Pattern Code

P09001 Enter Annual Budget

by Business Unit

P14102

Review Budget Online

P09200

Enter Annual Budget

by Account

P14103 Spread Annual Budgets

to Periods

R14801

Enter Period Budget

P14101

Enter Budget Using

Journal Entries

P0911

Review and Post

Budget Journal

Entries by Batch

P0011

Print and Compare

Annual Budgets to Actual

Amounts

R14113

Review Budget

Online by Period

P0902P1

Financial

Accountant Budget Type

Annual

Detail

Journalized


MANUAL ACCOUNT RECONCILIATION

General Ledger

Reconcile Voided

Receipts

R09552

Generate

Reconciliation

Workfile

R09130

Print Reconciliation

Report

R09132P

Reconcile Accounts

P09131

Financial

Accountant

Reconcile Voided

Payments

R09551


REVIEW FINANCIAL REPORTS AND INQUIRIES

General Ledger

Financial

Accountant

Create Financial Reports

Print Trial Balance by Business Unit R09410 Print Trial Balance by Object Account R094121 Print Debit/Credit Trial Balance by Object R09473 Print Transactions by Object Account within a Business Unit R09420 Print Transactions by Account R09421 Print Transaction Totals by Subledger R09422 Print Debit and Credit Amounts R09321 Print Transactions by Object Accounts and Subsidiary for Selected Period R09424 Print Transactions by Company for Selected Period R09423 Print Income Statement R10211B Print Balance Sheet R10111B Print Variance Analysis Report R10212A Print Variance Analysis Report for 5 Months R10411A Print Monthly Spreadsheet R10412A

Review Financial Inquiries

Review Financial Reporting Period Names P83110 Review Transactions Online P09200 Review Trial Balance by Object Account P09214 Review Trial Balance by Subledger P09215 Review Trial Balance by Company P09216 Review Trial Balance P09210A


CLOSE LEDGER

General Ledger

Financial

Accountant

Verify Batches

Balance

R007032

Verify Integrity

Between

Transactions and

Batch Headers

R097021

Print Unposted

Batches

R007011

Verify Integrity

Between Batch

Headers and

Transactions

R007031

Verify Company Is

in Balance

R097001

Print Account

Ledger and

Account Master

Discrepancies

R097021

Print Company

and Business Unit

Discrepancies

R097041

Print Account

Balance and

Account Master

Discrepancies

R097031

Print Imbalances

on a Period by

Period Basis

R09705

Close the

Fiscal Year

R098201

Close Period

P0010

Change Beginning Date

of Fiscal Year for Accounts Payable,

Accounts Receivable, General

Accounting, and Financial Reporting

P0010



Accounts Payable

END-TO-END PROCESS

Procurement and Materials Management

Procurement

VP

Procurement

Manager

Inventory

Manager

Analyze Procurement and Materials Management

Accounts

Payable

Manager

Manage A/P

Balances

Receive Goods

and Services

Procure Goods

and Services

Source and

Enable Suppliers

Buyer

Manage

Payments

Manage

Materials

Process Supported by EnterpriseOne Accounts Payable

Manage Invoices


User Role


Accounts Payable


Create Match and

Process Vouchers

Process Manual

Payments

Process Automatic

Payments

Accounts Payable

Period End

Analyze Accounts

Payable

Accounts

Payable

Staff

CREATE, MATCH AND PROCESS VOUCHERS

Accounts Payable

Redistribute Logged Vouchers

P042002

Enter Speed Vouchers

P0411SV

Review Vouchers

Online and Post

Selected Batches

P0011

Accounts

Payable

Staff

Accounts

Payable

Manager

Enter Standard and Recurring Vouchers

P0411

Post Void Journal

Entries and Journal

Entry Revisions

R09801

Print Voucher Journal

R04305

Revise, Delete, Void

Vouchers

P0411

Enter Multiple Vouchers for a Single Supplier

P0411

Enter Multiple Vouchers for Multiple Suppliers

P0411

Enter Prepayment Vouchers

P0411

Enter Logged Vouchers

P0411

Process Recurring Vouchers

R048101

Post Voucher Batches

R09801


PROCESS MANUAL PAYMENTS

Accounts Payable

Print Manual

Payment Journal

P04311

Review Manual

Payments Online and

Post Selected Batches

P0011

Post Manual

Payment and

Voucher Batches

R09801

Revise or Void

Manual Payment

P0413M

Review and Post

Revised or Voided

Manual Payment

P0011

Enter Manual Payment and

Standard Voucher Simultaneously

P0411

Enter Manual Payment and

Speed Voucher Simultaneously

P0411

Close Prepayment Vouchers

P0411P

Enter Manual Payment for

Existing Voucher

P0413M

Post Manual

Payment Batches

R09801

Accounts

Payable

Staff

Accounts

Payable

Manager Review Manual Payment and Voucher

Batches Online,


P0011


PROCESS AUTOMATIC PAYMENTS

Accounts Payable

Determine Cash

Requirements

R04431

Post All Void Payment

Batches

R09801

Review Void Payment

Batches Online and

Select Batches to Post

P0011

Print the Vouchers

Selected for

Payment

R04578

Update Vouchers

for Payments

P0411S

Generate and

Print Supplier

Payments

P04571

Create Payment

Groups

R04570

Update and Post

Supplier Payment

Records

P04571 Review Vouchers

Selected for

Payment Online

P04571

Reprint Payment

Register, if

Necessary

R09313

Void Automatic

Payments

P0413M

Accounts

Payable

Staff

Accounts

Payable

Manager


ANALYZE ACCOUNTS PAYABLE

Accounts Payable

Print Payment Details

R04424

Print Open Accounts Payable

Details with Aging as of a

Specific Date

R04423D


Details as of a Specific Date

R04423C

Print Open Voucher Pay Items

with Aging by Supplier

R04423B

Print Suspected Duplicate

Payments

R04601

Analyze Supplier

Payment Trends

R04602


Balances by Supplier

R04413

Generate Tables

for as of

Reporting

R04901A

Print Open Voucher Pay Items

by Supplier

R04423A


Balances as of a Specific Date

R04413C

Accounts

Payable

Staff


PROCESS ACCOUNTS PAYABLE PERIOD END

Accounts Payable

Verify Integrity

Between

Transactions and

Batch Headers

R007021

Close Accounts

Payable for Year

R04820A

Close Period

P0010

Print Posted

Batches that are

Out of Balance

R007032

Verify Integrity

Between Batch W

Headers and

Transactions

R007031

Verify Batch

Amounts Balance

Between F0411

and F0911 Tables

R04701

Verify Integrity

Between Batch V

Headers and

Transactions

R007031

Verify Batch

Amounts Balance

Between F0414

and F0911 Tables

R04702A

Print Unposted

Batches

R007011

Verify Open

Amounts in F0411

Table Balance to

AP Trade Account

in F0911 Table

R047001A Accounts

Payable

Staff

Accounts

Payable

Manager



Accounts Receivable

END-TO-END PROCESS

Order Fulfillment

Order

Manager

Customer

Sales Rep

Sales

Contract

Manager

Billing

Manager

Analyze Order Fulfillment

Customer

Accounts

Receivable

Manager

Manage

Returns

Manage

Credit and

Collections

Manage A/R

Balances

Invoice

Customers

Deliver Goods

Manage Sales

Orders

Manage Sales

Contracts

Receive and

Pay Invoice

Inventory

Manager

Process

Customer

Payments

Process Supported by EnterpriseOne Accounts Receivable


User Role


Accounts Receivable

Process Accounts

Receivable

Period End

Process Customer

Invoices

Process Manual

Receipts

Analyze Accounts

Receivable

Process Statements

and Manage

Collections

Analyze Accounts

Receivable

Credit and

Collections

Manager

Accounts

Receivable

Staff


Process Customer

Deductions

PROCESS CUSTOMER INVOICES

Accounts Receivable

Enter

Miscellaneous and

Recurring Invoices

P09001

Review Invoices

Online and Post

Selected Batches

P0011

Post all Invoice

Batches

R09801

Process

Recurring

Invoices

R03B8101

Print Invoice

Journal

R03B305

Globally Update

Invoices

P03B114

Print Invoices

R03B505

Revise, Delete

or Void Invoices

P03B2002

Review and Post

Invoice Revisions

P0011

Enter

Miscellaneous

Speed Invoice

P03B11S

Review

Recurring

Invoices Online

P03B120

Accounts

Receivable

Staff

Accounts

Receivable

Manager


PROCESS MANUAL RECEIPTS

Accounts Receivable

Review Receipts Online

and Post Selected Batches

P0011

Post All Receipt Batches

R09801

Print Receipt Journal

R03B311

Print the Receipts

Deposited for the Day

R03B408

Revise, Void and

Designate Receipts as

Insufficient Funds

P03B102

Review Receipt Revisions

Online and Post Selected

Batches

P0011

Accounts

Receivable

Staff

Accounts

Receivable

Manager

Apply Unapplied Receipts

P03B102

Enter Unapplied, Logged,

Balance Forward, and Non-

Customer Receipts

P03B0001

Enter Unapplied, Non-Customer,

and Applied Receipts

P03B102

Assign Customer to Logged

Receipt and Apply Receipt to

Invoice

P03B102

Enter Unapplied, Non-Customer,

and Applied Receipts Using

Manager Limits

P03B102


PROCESS CUSTOMER DEDUCTIONS

Accounts Receivable

Generate Deduction

without Receipt

P03B2002

Credit and

Collections

Manager

Review and Post

Deduction Resolution

P0011

Resolve Deduction

P03B40

Review and Post

Deduction Batch

P0011

Generate Deduction

with Receipt

P03B102

Accounts

Receivable

Staff

Accounts

Receivable

Manager


PROCESS STATEMENTS AND MANAGE COLLECTIONS

Accounts Receivable

Update Invoices from

Address Book

R03B802

Review Customer

Statements

P03B202

Update Customer

Balances

R03B525

Generate Customer

Statements

R03B500X

Review Statistical Information Online

P03B16

Print Statistical Information

R03B1691

Generate Statistical

Information

R03B16A

Print Customer Activities

R03B311

Review Customer Credit

P03B305

Print Collection Report

R03B461

Review Customer Balances By Parent/Child

P03B151

Review Customer Balances Online

P03B218

Print Customer Balances

R03B155

Credit and

Collections

Manager Review Customer

Activities Online

P03B131


ANALYZE ACCOUNTS RECEIVABLE

Accounts Receivable

Print Open Accounts

Receivable Balances

R03B413A

Print Customer

Payment Trends

R03B168

Print AR Statistical

Information with Aging

R03B166

Print Open Invoices

R03B4201A

Print Open Invoices

with Aging

R03B4201B

Print AR Statistical

Information

R03B165

Print Customer

Invoice Trends

R03B167 Accounts

Receivable

Staff


PROCESS ACCOUNTS RECEIVABLE PERIOD END

Accounts Receivable

Verify Integrity

Between

Transactions and

Batch Headers

R007021

Update AR

Statistics for Year

End

R03B161

Close Period

P0010

Print Posted

Batches that are

out of Balance

R007032

Verify Integrity

Between Batch

Headers and

Transactions

R007031

Verify Batch

Amounts Balance

Between F03B11

and F0911 Tables

R03B701

Print Unposted

Batches

R007011

Verify Batch

Amounts Balance

Between F03B14

and F0911 Tables

R890911BI

Verify Open Amounts

in F03B11 Table

Balance to Offsetting

Trade Amounts in

F0902 Table

R03B707 Accounts

Receivable

Staff

Accounts

Receivable

Manager



Fixed Asset Accounting

END-TO-END PROCESS

Asset Lifecycle Management

Enterprise

Asset

VP

Asset

Manager

Property

Manager

Analyze Asset Lifecycle Management

Maintenance

Manager

Retire Assets

Utilize Assets

Prepare and

Deploy Assets Acquire Assets

Asset

Custodian

Maintain Assets

Manage

Property and

Real Estate

Process Supported by EnterpriseOne Fixed Asset Accounting


User Role



Record Asset

Acquisition

Depreciate Asset

Transfer Asset,

Split Asset

Record Asset

Retirement

Close Fixed Assets

Asset

Manager


RECORD ASSET ACQUISITION


Enter Asset Master

Records

P1204

Split Unposted Fixed

Asset Entries

P12102

Assign Asset Numbers

to Cost Transactions

P12102

Post Cost to Fixed

Assets for Individual

Assets

P12102

Print Posting Edit

Report

R12420

Post Costs to Fixed

Assets for Assets in a

Batch

R12800

Correct Posting Errors

R12800E

Review Costs Posted

to Fixed Assets

P122101

Asset

Manager


DEPRECIATE ASSET

Review Depreciation

Information

P1204

Compute Depreciation

R12855

Review Depreciation

Batches Online and


P0011

Post Depreciation to

the General Ledger

R09801

Review Depreciation

Amounts

P12214

Asset

Manager



TRANSFER ASSET, SPLIT ASSET

Transfer Assets to a

Different Account

R12108

Review Asset

Transfers

P0011

Post Asset Transfers

to General Ledger

R09801

Split Asset and Post

Asset Split

P1204

Asset

Manager



RECORD ASSET RETIREMENT

Dispose of Single

Asset

P1204

Dispose of Multiple

Assets

R12104

Post Disposals to

General Ledger

R09801

Review and Post

Disposal Entries by

Batch

P0011

Asset

Manager

Post Disposal Batches

to Fixed Assets

R12800

Review and Post

Disposal Entries to

Fixed Assets

P12102



CLOSE FIXED ASSETS

Print Unposted Fixed

Asset Entries

R12301

Verify Integrity

Between Asset

Balances and Account

Balances

R127011

Verify Integrity

Between Account

Balances and Asset

Balances

R127013

Research Integrity

Issues

R127012

Purge Depreciation

Projections

R12859

Close Fiscal Year

R12825

Forecast Depreciation

R12855

Process Depreciation

Projections

R12865

Asset

Manager



Update Non-Fixed

Asset Entries

R12803

Human Capital Management:

Human Resources Management

Recruiting

END-TO-END PROCESS

Human

Resources

VP

Human

Resource

Manager

Recruiter

Line

Manager

Analyze Recruiting

Plan Recruiting

Evaluate and

Select

Applicants

Recruit

Applicants

Hire and Enable

Resources

Process Supported by EnterpriseOne Human Resources Management


Human Capital Management

User Role


Recruiter Create HR

Requisitions and

Associate Candidates

to Requisition

Process Job

Applicants

Complete Employee

Hire

Enroll Employee in

Benefit Plans

Terminate Employee

Manually

Enter Future Data

Changes

Update Employee

Information


HR

Specialist

Maintain Employee

Benefits Enrollment

PROCESS JOB APPLICANTS


Enter Applicant

Information

P08401

Recruiter


CREATE HR REQUISITIONS AND ATTACH CANDIDATES TO REQUISITION

Add HR Requisition

P08102

Approve HR

Requisition

P08102

Identify Qualified

Applicants for

Requisition

P080250

Associate Applicants

to Requisition

P08102

Recruiter



COMPLETE EMPLOYEE HIRE

Hire Employee from

Applicant Information

P08401

Hire Employee Via

Employee Quick Hire

P060116Q

Hire Employee Via

Employee Management

P0801

Add Dependent or

Beneficiary Information

P08336

HR

Specialist



ENROLL EMPLOYEE IN BENEFIT PLANS

Print Benefit Enrollment

Form by Employee

R083430


Form by Group

R083430


Form by Group and

Employee

R083430

Enter Enrollment

Overrides

P08330

HR

Specialist

Perform Batch Enrollment

for Multiple Employees

R083800

Enroll Employee In Benefit

Plan

P08334



MAINTAIN EMPLOYEE BENEFITS ENROLLMENT

Print Benefits Enrollment Form

Print Benefit

Enrollment Form

by Employee

R083430

Print Benefit

Enrollment Form

by Group

R083430

Print Benefit

Enrollment Form

by Group and

Employee

R083430

Change Employee Enrollments

Change Employee

Enrollment

Options for Plans

Within Employees Benefit Group

P08334

Change Employee

Enrollment

Options for Plans

Outside

Employees Benefit Group

P08330

Create Employee Benefits Reports

Print Employee Listing by Benefit Group R083492 Print Benefit Enrollments by Plan R083493 Print Benefit Enrollments Outside of a Group R083470 Print Only Active Benefit Enrollments Outside of Group R083470 Print Mandatory Participation Exceptions R083450 Print Required Elections In Benefits R083480 Print Dependent and Beneficiary Cross Reference (Unprocessed) R083460 Print Dependent and Beneficiary Exceptions R083460 Print Dependents and Beneficiaries by Plan ID and Employee R083490 Print Missing Information for Dependents and Beneficiaries R083491 Print Non-Qualifying Dependents R083496

Review Employee Benefits

Review Benefits by Employee P08335 Review Benefits by Plan P08333 Review Allowed Dependent Relationships by Plan P085500

HR

Specialist



ENTER FUTURE DATA CHANGES

HR

Specialist Enter Future Data

Changes for Employee

P06042

Update Employee Master

with Data Changes for

Employee

R06394



UPDATE EMPLOYEE INFORMATION

HR

Specialist Update Employee

Information as Needed

P0801

Update Relationship

Between Employee and

Supervisor

P02150



TERMINATE EMPLOYEE MANUALLY

Update Employee

Information for

Termination

P0801

End Benefits for

Terminated Employee Per

Enrollment Parameters

P08334

End Benefits for

Terminated Employee

where Exception to

Enrollment Parameters

P08330

HR

Specialist



Human Capital Management:

Payroll

Workforce Deployment

END-TO-END PROCESS

Human

Resources

VP

Human

Resource

Manager

Line

Manager

Payroll

Manager

Analyze Workforce Deployment

Manage

Employee

Records

Manage

Personnel

Actions

Manage

Environment,

Health and

Safety

Manage Payroll

Process Supported by EnterpriseOne Payroll


User Role


Payroll

Payroll

Manager Process Payroll Process Employee

Timecards


PROCESS EMPLOYEE TIMECARDS

Payroll

Select Employees for Time

Entry Who have Common

Employee Master Details

P051191


Entry Who have Current

Timecard Transactions Entered

P051191


Entry Who have Historical

Timecard Transactions Posted

P051191

Enter Similar Timecards for a

Group of Employees

P051122

Enter Timecards for Multiple

Employees Per Pay Period

P051121

Enter Timecards for an

Individual Employee

P051121

Enter Individual Timecards Per

Pay Period for Employees by

Line Detail

P051131

Enter Daily Timecards for

Employees by Entering Hours

for Each Day on Individual Row

P051141

Define Employee

Groups for Timecard

Automation

P186201

Create Model

Timecards P186301

Define Retroactive

Pay Rules

P186701

Create Overtime

Rules

186401

Type of

timecard?

Payroll

Manager


PROCESS PAYROLL

Review Pre-Payroll Reports; Create Final Payroll Reports

Print Time and Pay Entry Register R053001 Print Payroll Register R073012 Print Summary Payroll Register R073013 Print DBA Transaction Audit Report R073053 Print DBA Register R073062 Print State Tax Distribution Summary R073162 Print Federal Tax Distribution Summary for US R073170 Print Social Security and Medicare Registers R073665 Print Payroll Voucher Journal Detail for DBAs R07493 Print Payroll Voucher Journal Detail for Taxes R07493 Print Payroll Voucher Journal Detail for DBAs and Taxes R07493 Print Payroll Voucher Journal Summary for DBAs R07496 Print Payroll Voucher Journal Summary for Taxes R07496 Print Payroll Voucher Journal Summary for DBAs and Taxes R07496

Process Pre-Payroll

Select Payroll ID to Process

P07210

Submit Payroll ID for Processing

P07210

Setup Payment Print Options for

Payroll ID

P07210

Print Payments

Print Payments for

Payroll ID

P07210

Process Pro Forma Journal Entries

Process Journal

Entries for Payroll ID

P07210

Process Final Update

Submit Final Update

for Payroll ID

P07210

Payroll

Manager

Payroll

(PRE-PAYROLL, PRE-PAYROLL REPORTS, PRINT PAYMENTS, PRO FORMA JOURNAL

ENTRIES, PAYROLL REPORTS, FINAL UPDATE)


Supply Chain Management:

Inventory Management

END-TO-END PROCESS


Procurement

VP

Procurement

Manager

Inventory

Manager


Accounts

Payable

Manager

Manage A/P

Balances

Receive Goods

and Services

Procure Goods

and Services

Source and

Enable Suppliers

Buyer

Settle Supplier

Invoices

Manage

Materials

Process Supported by EnterpriseOne Inventory Management


User Role


Warehouse

Operator Put Inventory Items

Away

Manage Inventory

Count


Supply Chain Management

PUT INVENTORY ITEMS AWAY

Warehouse

Operator

Identify Item

Availability

P41202

Transfer Inventory

P4113

Post Inventory

Transactions

R09801

General

Ledger

Accountant



MANAGE INVENTORY COUNT

Warehouse

Operator

Select Items for

Inventory Count

R41411

Print Count

Sheets

P41240

Review Items

Selected for Count

P41240

Warehouse

Manager

Enter Correct

Quantities for

Recounted Items

and Locations

P41240

Approve Cycle

Count

P41240

Update Counts to

Inventory

P41240

General

Ledger

Accountant Post Inventory

Transactions

R09801



Supply Management:

Procurement and Subcontract

Management

END-TO-END PROCESS


Procurement

VP

Procurement

Manager

Inventory

Manager


Accounts

Payable

Manager

Manage A/P

Balances

Receive Goods

and Services

Procure Goods

and Services

Source and

Enable Suppliers

Buyer

Manage

Payments

Manage

Materials

Process Supported by EnterpriseOne Procurement and Subcontract Management

Manage Invoices


User Role


Procurement and Subcontract Management

Supply Management

Purchasing

Manager

Create Subcontract

Orders

Purchase Inventory

Item

Purchase Non-

Inventory Item with

3-Way Match

Manage

Requisitions

Return Item to

Supplier

Purchase Non-

Inventory Item with

2-Way Match

MANAGE REQUISITIONS

Buyer Enter Requisition P43E10

Create Purchase

Order from

Requisition

P43E060

Receive Requisition

P43E20

Procurement Procurement and Subcontract Management

Supply Management

CREATE SUBCONTRACT ORDERS

Buyer

Accounts

Payable

Manager

Enter Subcontract

Order

P4310

Post Vouchers for

Subcontract Orders

R09801

Print Subcontract

Order

R43500

Process Progress

Payments

P4314

Supply Management


PURCHASE INVENTORY ITEM

Buyer

Procurement

Manager

Plan

Requirements for

Inventory Item

P3401

Enter Blanket

Orders

4310

Enter Purchase

Orders

P4310

Review and

Release Purchase

Orders

P43025

Print Purchase

Orders

R43500

Change Purchase

Orders

P4310

Accounts

Payable

Specialist

Warehouse

Operator

Accounts

Payable

Manager

Post Purchase

Order Receipts

R09801

Receive Purchase

Orders

P4312

Post Vouchers

R09801

Match Purchase

Order to Voucher

P0411

Supply Management


PURCHASE NON-INVENTORY ITEM WITH 3-WAY MATCH

Buyer

Procurement

Manager Enter Blanket

Orders

4310

Enter Purchase

Orders

P4310

Accounts

Payable

Specialist

Warehouse

Operator

Accounts

Payable

Manager

Post Purchase

Order Receipts

R09801

Receive Purchase

Orders

P4312

Post Vouchers

R09801

Match Purchase

Order to Voucher

P0411

Supply Management


PURCHASE NON-INVENTORY ITEM WITH 2-WAY MATCH

Buyer

Procurement

Manager Enter Blanket

Orders

4310

Enter Purchase

Orders

P4310

Print Purchase

Orders

R43500

Change Purchase

Orders

P4310

Accounts

Payable

Specialist

Accounts

Payable

Manager

Post Vouchers

R09801

Match Purchase

Order to Voucher

P0411

Warehouse

Operator

Supply Management


RETURN ITEM TO SUPPLIER

Buyer

Procurement

Manager

Enter Purchase

Orders

P4310

Accounts

Payable

Specialist

Warehouse

Operator

Accounts

Payable

Manager

Post Purchase

Orders

R09801

Post Vouchers

R09801

Match Credit

Memo to Open

Purchase Order

Receipts

P0411

Confirm Shipment

P4312

Print Purchase

Orders

R43500

Supply Management


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