improving the oracle jdedwards enterpriseone workflow approval process in 9.1
DESCRIPTION
Proposed custom application to improve the inquiring and approval process of Workflow instances integrated with Equipment Work Orders covering initial approval, cost approvals and close approvals. Document created by Sergio Vargas-Sanabria.TRANSCRIPT
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THE PREMIER GROUPImproving the JDedwardsEnterpriseOne WorkflowApproval Process
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THE STANDARD PROCESS TASK MONITOR FOR WORKFLOW
Oracle JD Edwards EnterpriseOne provides the application Process Task Monitor P98860 to track theWorkflow instances in the Menu G02 – Workflow Management
Using the P98860 application provides very basic data that is not quite adequate when many dailytransactions are processed.
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In order to get detailed information need to expand the instance
When there are several WorkFlow processes activated, locating and approving Workflow transactions isquite difficult using the JDE Work Centre.
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AN IMPROVED CUSTOM WORKFLOW INQUIRY AND APPROVAL APPLICATION
The custom application P5598001 improves the approving experience for Workflow Users using JDEEnterpriseOne.
The custom application Workflow Inquiry provides an intuitive interface to locate and approveWorkflow instances.
Selecting Approval types and Document types
On the header provides inquires by status, approval type or document types.
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Inquiring the approval history
By selecting: Approval Status <ALL> for a specific Work Order the approval history is displayed
Inquiring the Work Order Part List
By select the row or clicking on document number, the part list is displayed
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Extra information available in the Grid
The grid shows very useful information regarding the Work Order like Originator, Failure Description,Estimated Labor, Estimated Material, and Estimated Amount for Cost Approvals, Work Order Type andWork Order Status.
Approving the Workflow Instance
By selecting the row: Approve Work Order, the application will dispatch the approval process.
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Accept or Reject the Workflow instance will post a confirmation email and the optional reason will beattached to the email.
Email sample:
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Approval Error
When a user intends to approve a Workflow Instance where the approver is not included in thedistribution list, then an error is displayed.
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Work Order Status Change
The Work Order will advance to next status in the case of all approvers in the Distribution List had actedupon.
In case the Work Order keeps the status unchanged, find who other approvers are in the distributionlist, to act upon: Select the Document Number, select Approval Status: Active.
When a Work Order is delegated
If the Work Order was delegated to another employee, a new action from the responsible is requiredand the Work Order status will not changes unless the new assignee acts upon.
By inquiring as explained in the previous section, you can find who is user in the approval list.
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Sergio Vargas
Sr. Technical ConsultantPremier Group
5201 Blue Lagoon Drive5th Floor - Suite 560
Miami, FL 33126
[email protected] +1-305-567-3188
linkedin.com/in/sergiovargascnc/