JD Edwards EnterpriseOne Requisition Self Service 9.0 Self-Study Course

In this course, students will learn about the Requisition Self Service (RSS) business process, how other EnterpriseOne systems integrate with RSS, and about the benefits the RSS system can have for an organization.

Students will learn how to set up the RSS system, how to enter requisitions, and how to review, approve, modify and reject requisitions. Additionally, students will learn how to complete the procurement business process by creating purchase orders and receiving requisitions. Finally, users will be introduced to the Direct Connect feature, which enables users to connect directly to supplier websites to purchase goods and services.

Learn To:

• Set up the Requisition Self Service system
• Describe the Direct Connect feature
• Set up requisition approval workflow
• Enter requisitions using multiple methods
• Review, approve, and reject requisitions
• Create purchase orders and receive requisitions

Audience

• Functional Implementer
• Sales Consultants
• SOA Architect
• End Users

Course Topics Requisition Self Service Overview

• Describe the requisition self service process.
• Describe the EnterpriseOne system integration.
• Describe the requisition self service menu structure.
• Sources of information about EnterpriseOne Requisition Self Service.

Setting Up Foundational Components for RSS

• Describe foundational components for requisition self service.
• Set up next numbers.
• Describe document types.
• Set up automatic accounting instructions (AAIs).
• Set up non-stock inventory items.
• Describe employee address book information.
• Set up default location information.
• Set up supplier information.

Describing the Direct Connect Process and Setup

• Describe Direct Connect.
• Describe Direct Connect setup.
• Locate additional information about Direct Connect.

Setting Up the Commodity Structure

• Describe the commodity structure.
• Set up the commodity structure.
• Attaching commodities and UNSPSC codes to existing transactions.

Setting Up Requisition Approval Workflow

• Describe approval workflow.
• Set up approval authority information.
• Describe the escalation workflow process.

Setting Up Requisition Entry

• Describe requisition entry.
• Set up requisition entry.

Entering Requisitions

• Enter requisitions using the Shopping Cart program.
• Enter requisitions using the Requisition Entry program.

Reviewing and Approving Requisitions

• Describe requisition review and approval.
• Review and revise requisitions.
• Approve and reject requisitions.

Creating Purchase Orders

• Describe the methods for creating purchase orders.
• Create purchase orders manually.
• Create purchase orders automatically.
• Describe PO Dispatch

Receiving Requisitions

• Describe the process for receiving requisitions.
• Use the Desktop Receiving program to receive requisitions.
• Reverse receipts.

Course Objectives

• Describe the business process for requisition self service
• Set up the Requisition Self Service system
• Describe the Direct Connect feature
• Process requisitions using the Shopping Cart and Requisition Entry programs
• Review, approve, and reject requisitions
• Create purchase orders
• Receive requisitions
• Reverse receipts