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  Procure to Pay - Setup and Configuration

By Penny Allen  
Size: 1.37 MB, Version:1.0, Publication Date:4/11/2024
Have you ever considered how the Procurement module plays with other modules like the General Ledger, Inventory, or Accounts Payable? Procurement is an intricate system that seamlessly integrates with other modules within E1. This article serves as an introductory guide to the necessary setup.  

  Streamlining in Procurement, Adding Items and Updating Primary Supplier

By Tim Scott  
Size: 2022 KB, Version:1, Publication Date:10/5/2021
Whenever you have a chance to streamline any process, you are saving time and money. In this article, Tim discusses a couple of features in EnterpriseOne that we can use to streamline processes in Procurement. Save yourself some time and money with this informative article.  

   Lean Procurement - Part 3, Automating Non-Value Activities and Reducing POs

By Bernie Fischette  
Size: 851 KB, Version:1, Publication Date:10/6/2020
In this series of articles, Bernie has discussed the Lean concept and how that can be applied to Procurement to save time and increase quality. The initial setup of Procurement and Master Data was discussed in Part 1, and in Part 2 Bernie showed us ways to simplify the item maintenance process and what we can do to increase quality in Procurement. This final installment will focus on automating certain non-value activities with the use of templates as well as some steps to reduce purchase order entry. Go Lean!  

  Lean Procurement - Part 2, Simplifying Item Maintenance and Quality Built-In

By Bernie Fischette  
Size: 1.06 MB, Version:1, Publication Date:7/7/2020
In Part 1 of this series, we did an overview of the purchasing process, including Master setup and Procurement setup. In this Part 2 we will discuss simplifying the item maintenance process as well as some ways to introduce quality into the procurement process. The final article will focus on automating any non-value activities and reducing purchase orders.  

  Lean Procurement. Yes, It is Real - Part 1, Purchasing Process Overview

By Bernie Fischette  
Size: 836 KB, Version:1, Publication Date:4/1/2020
Companies worldwide are always searching for ways to become more efficient and cost effective while still providing quality goods and services. In this three-part series, Bernie will help you join this trend by explaining the steps involved in implementing Lean principles in Procurement. Part 1 of the series will cover the initial Master Data and Procurement setup.  

  Setting Up Tolerance Rules in JDE

By Russ Bartunek  
Size: 2.62 MB, Version:1.0, Publication Date:10/19/2015
Tolerance rules in Procurement help keep you from over-ordering, which can result in errors that have to be corrected after the fact. A variety of criteria in setup allow you to establish what you will or will not tolerate, and specify whether the tolerance violation should be a warning or a hard error. You can stop the problem before it happens.  

  How to Fix R40910 Commitment Integrity Issues

By Kris Olson  
Size: 1.22 MB, Version:1.0, Publication Date:12/30/2014
Integrity issues: Where do they come from, and how do we make them go away and not come back? This article shows us step-by-step how to prepare for and run the integrity report, how to analyze it, and how to repair found issues. There are also helpful tips on how to avoid issues, and even some recommendations as to when it just isn't worth the time to repair an issue. Taking these recommended steps can help you avoid placing orders that will exceed the budget, so roll up your sleeves and dig into this.  

  Purchase Order Generator

By Tim Scott  
Size: 857 KB, Version:1.0, Publication Date:12/30/2014
This is the last in a series of three articles that Tim Scott developed for JDEtips that will also be included in the next version of our JDEtips University Procurement training manual. In this installment he goes through the time-saving process of generating Purchase Orders based on Reorder Point.  

  Automatically Pay The Piper

By Tim Scott  
Size: 1.11 MB, Version:1.0, Publication Date:7/1/2014
Don't you love brand new stuff? OK, when it's software, brand new doesn't always work quite perfectly. For this article Tim Scott bravely rolled up his sleeves and dived in. He found some glitches, but also found out how to work around or solve them. He shows us the setup, the options, and demonstrates how it all comes together. We think you'll be quite interested in the Voucher Match Workbench.  

  Purchasing a Configured Item

By Tim Scott  
Size: 557 KB, Version:1.0, Publication Date:7/1/2014
This is the second in a series of three articles that Tim Scott developed for JDEtips that will also be included in the next version of our JDEtips University Procurement training manual. Read on to learn how we can not only sell, but also purchase configured items. The final article in this series will discuss the infamous PO Generator.  

  Advanced Pricing for Procurement

By Tim Scott  
Size: 991 KB, Version:1.0, Publication Date:3/6/2014
This is the first of a series of three articles that Tim Scott developed for JDEtips that will also be included in our next version of our JDEtips University Procurement training manual. Confusing title? Is it Advanced Pricing, or is it Procurement? Huh? Read on to discover what a versatile beast Advanced Pricing really is.  

   Procurement AAIs

By Russ Bartunek  
Size: 1.14 MB, Version:1, Publication Date:6/28/2012
Mystery errors in Procurement transactions? No user-related changes? Well, have you checked your AAIs? Russ Bartunek shares his vast knowledge on Procurement AAIs that can mean the difference between a perfectly processed transaction and one that results in dreaded errors. Learn how AAIs related to Inventory Receipt, Landed Cost Adjustment, and Cost Adjustment work and how you can use them to prevent purchasing transaction hiccups in the future.  

   Exploring DMAAI 4332 - Cost of Sales

By Tim Scott  
Size: 502 KB, Version:1, Publication Date:9/7/2011
Distribution and Manufacturing Automatic Accounting Instructions (DMAAIs) offer a communication conduit between a company's financial team and those who make and ship the products. But DMAAIs are only beneficial if you know which ones to use and when to use them. In this article, Tim Scott provides insight into the little-known Procurement DMAAI 4332 (Cost of Sales). He'll take us on a tour of the tables associated with 4332 and describe the scenarios in which use of this DMAAI will be of most benefit to your organization, examples included.  

   Automating Vehicle and Equipment Purchasing Using Standard Kit Processing

By Sarah Mills  
Size: 467 KB, Version:1, Publication Date:11/19/2009
This article is a perfect example of what happens when you "Think JDE". Sarah Mills and her team thought outside the box to use standard JDE Kit Processing to resolve a perplexing purchasing problem. This case study shows how a once tedious manual process prone to errors has been automated. See how they did it--with very little setup, too.  

  The Purchase Order Generator in JD Edwards: An Overview

By Brian Gilbert  
Size: 1.16 MB, Version:1 , Publication Date:9/22/2009
Waste not, want not. It's a lesson our parents have repeated for years. And what better way to practice this motto than to streamline your purchasing processes and order what's needed, when it's needed. In JD Edwards, one such tool, the PO Generator, can help you tackle that task. Brian Gilbert provides an overview of this functionality, including the setup steps required.  

   Non-Inventory Procurement

By Serge Houde  
Size: 892 KB, Version:1, Publication Date:5/10/2009
Want to control costs a little more tightly this year? We thought so. Perfect timing for our first article on non-inventory procurement. Serge Houde gives us a great, detailed tutorial of all the features included in both World and EnterpriseOne.  

  Landed Cost Overview and Tips

By George Hollowell  
Size: 2.18 MB, Version:1, Publication Date:3/9/2009
You've asked for one and George Hollowell delivers. We are very pleased to present this comprehensive overview of JD Edwards Landed Cost functionality. George discusses the setup, various landed cost rules and how to apply them, and of course, tips for making this venture much more efficient and beneficial to your organization.  

  Ad Hoc Open Purchase Order Searching - World Software

By Rick Snell  
Size: 185 KB, Version:1, Publication Date:9/17/2008
Searching for open purchase order information in JD Edwards World can be a tedious task, particularly when the search information is vague, or multiple details are needed. There are lots and lots of screens through which to wade. But, as Rick Snell demonstrates, there is an easier way to accomplish this by utilizing an interactive SQL statement to customize your inquiries, and cut your screen searches down significantly. Rick steps us through both before/after examples to show how much simpler your searches can be--even if your search criteria are limited to start.  

   Procurement AAIs - Typical Business Examples

By Mark Williams  
Size: 418 KB, Version:1, Publication Date:7/10/2008
Here's an article designed to help you take some of the guesswork out of AAIs before your next Procurement project. According to Mark, the key is to understand how AAIs pair up to control the transactions that affect the balance sheet or P/L statement. Mark uses several business scenarios and matrixes to help you become more familiar with this task.  

  Purchase Approval Processing -- Automating World Approval Delegation

By Rick Snell  
Size: 300 KB, Version:1, Publication Date:7/10/2008
Your key materials purchaser is about to head off on a week-long vacation, and you need to ensure that another colleague has the authority to approve purchase requisitions forthcoming during that time. And, this approval authority is just until the key purchaser returns. Can you remember to do all that in your busy schedule? If not, Rick Snell demonstrates a nifty way to automate that process in the Approval Delegation program, P43280, that allows you to make future delegation changes to your World Purchasing approval list, and then have the system set up for a round-trip approval back to the original approver.  

   Automatic Accounting Instructions for Procurement

By Jane Perry  
Size: 701KB, Version:1, Publication Date:12/10/2007
Having trouble setting up AAIs in Procurement? Take heart, says Jane Perry--it's not exactly what you'd call intuitive. That's why she's shedding light on their setup, plus other tips to help you better understand these "out of sight, out of mind" instructions. One cool thing about the AAI concepts described in this article is that they apply to both World and EnterpriseOne!  

  PO Approval - Securing Approvals from Your Users

By Brian Gilbert  
Size: 2MB, Version:1.0, Publication Date:8/24/2007
Anyone who's worked in an order department or in purchasing can certainly appreciate this tip presented by Brian Gilbert, our EDI expert. PO approvals can give you the peace of mind that orders have not only been placed, but placed correctly and can be rejected accordingly as well. Brian shows you how in JD Edwards EnterpriseOne, it is possible, with some configuration, to set up such a process so that your users can give their virtual thumbs up to their POs.  

   Vendor Rebates in Procurement Using Advanced Pricing

By Ted Aseltine  
Size: 1.6MB, Version:1.0, Publication Date:7/18/2006
You pays yer money and you makes yer choices. Mastery use of vendor rebates can make heroes of your purchasing agents because this has a direct impact on your profit margins. But which direction do you want to take? Use the rebate functions in Procurement and have enhanced tracking at the sacrifice of any accounting interface? Or really "Think JDE" and set up the rebates through Advanced Pricing, where the accounting side is automatically handled, but your agents won't get Work Center notification of approaching rebate thresholds. Read on while Ted Aseltine thoroughly dissects the two methods, so you'll know which one works best for you (it could mean using BOTH).  

  Following Up Empties in Procurement

By Jan Stas  
Size: 4230KB, Version:1.0, Publication Date:8/1/2005
What to do with all those empty crates that are piling up against the back fence? They came from someplace and they've got to go back some place. It's the process of keeping track of where they came from, getting them back to that vendor, and keeping track of whether we are due a refund upon their return that had this company in a quandary. Jan Stas describes here how they used standard functionality in EnterpriseOne (8.10) to set up the system to properly manage and account for empy shipping containers.  

  8.10 Procurement Enhancements

By Russ Bartunek  
Size: 542, Version:1.0, Publication Date:7/21/2005
What'll they think of next? Or what have they done now? Russ Bartunek has an insatiable curiosity, so he went looking for some answers. Here is his report on the significant enhancements for EnterpriseOne 8.10 Procurement. Learn all about the long dreamed-of Complete Order Cancellation, the 3-Way Match Controlled by Line Type, the New A/P Trade AAI, and the Enhanced Approval Processing. You'll find out the good, the bad, and what could have been ugly if you hadn't read this article before you implemented 8.10.  

   Electronic Approval Routing

By Pat Martino  
Size: 467KB, Version:1.0, Publication Date:3/15/2005
This article describes how to use the Workflow concept to effectively manage the Procurement approval process. Learn about approval routes, approval levels, order activity rules, and other setup. You can learn more about Procurement best practices by signing up for the JDEtips Mastery Level Procurement Workshop, which is based on the book Pat wrote.  

   Inspection Processing of Inbound Goods for Manufacturing -- Adding MRB

By Pat Martino, Focus Systems  
Size: 313 KB, Version:1.0, Publication Date:11/1/2003
Pat Martino shows readers utilizing basic Receipt Routing functionality how to "kick it up a notch" to handle MRB and to get the real picture in your supplier analysis. Included is a "best practice" approach for handling the statuses and disposition of rejected -- or partially rejected -- lots of received goods, as it happens instead of waiting to the end of the process. If Pat's previous article on setting up Receipt Routing whetted your appetite, this should surely satisfy! This article applies equally to World Software and OneWorld.  
Most of you are probably familiar with JDE's Receipt Routing functionality. Clients typically use it to track product once it leaves the vendor's dock, moving it through several steps, including an optional inspection step. Supplier Analysis is used to rate suppliers in terms of performance in delivery quality products. Pat Martino, our Supply Chain expert, has written a two-part series intended to help you realize the full value of this functionality. Pat begins with the basics - how to get started using Receipt Routing and Supplier Analysis. Even experienced users of Receipt Routing will pick up some useful tips with this introductory article.  

   Reconciling the Received Not Vouchered Account

By Richard Berry  
Size: 395 KB, Version:1.0, Publication Date:9/1/2003
Is it Financials, or is it Procurement? All we know is that everyone struggles with reconciling the RNV account to the Open Receipts file. Many of you are already dancing the dance of the unreconciled. Richard tells you everything he knows about how to locate these differences and what to do about them. Go forth and reconcile!  

   Evaluated Receipts

By Mike Thompson  
Size: 1.9 MB, Version:1.0, Publication Date:3/1/2003
Thinking of using Evaluated Receipts (that's where you pay off the receipt, and there is no invoice from your supplier)? If so, you'd best read this first--lessons from a consultant who has been there and done that! Besides an excellent overview, Mike also covers a number of advanced tips in the second half of this white paper.  

   Inbound Goods Freight Claims Processing

By Pat Martino, Focus Systems  
Size: 160 KB, Version:1.0, Publication Date:11/1/2002
Although freight claims are processed by practically every JDE client, it is surprising how few have clearly defined system processes in place to handle them. Both World Software and OneWorld provide versatile functionality which can handle freight claims. Come away with a better understanding of best practices after reading Pat's article.  

   Supplier Consigned Inventory

By Pat Martino, FOCUS Systems  
Size: 280 KB, Version:1.0, Publication Date:9/1/2002
We see questions on this topic all the time on various user group bulletin boards. There's a right way and a wrong way to do this. Shouldn't you do it the right way? Learn from one of our best consultants, Pat Martino. One of our most popular white papers.  

   Procurement Debit Memos - Return to Vendor Processing

By Pat Martino, Focus Systems  
Size: 175 KB, Version:1.0, Publication Date:5/1/2002
Another excellent Best Practices white paper from Pat Martino, our Associate Editor for Supply Chain. This isn't rocket science, but why wonder if you are doing it the right way or not? Save hours of discussion and testing. Get recommendations from an expert on the best way to handle returns to vendors.  

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