1. Enterprise Process Modeler Guide
  2. Creating an Enterprise Process

Creating an Enterprise Process

You can create an enterprise process using the design mode in the Enterprise Modeler. The design mode enables you to select a template provided by the system and configure the source of data for metrics, measurements, and KPIs, and to define certain aggregations or calculations (sum, average, and so on.) for those metrics. You can then save your configurations as a process UDO. For more information, see User Defined Object (UDO) Features in Enterprise Process Manager.

To create a new enterprise process:

  1. Access the JD Edwards EnterpriseOne application.

  2. From the User menu, click Manage Content, and select Processes.

    The system displays the Create Process window.

    Note:

    The Create Process window is only displayed when you are creating an enterprise process for the first time. After creating a process, when you click Processes again, the system displays the previously created process layout along with the template used for its creation and the design time options.

    If you want to create a new process, in the Enterprise Process Manager window, click the Name drop-down list, and in the Personal section, select Create.

  3. From the Import Process Template drop-down list, select a template. The available templates are:
  4. Click OK. The available design time fields are displayed in the Create Process window.
  5. You can either enter the design time values for these Labels or accept the default values.
    Note: If you are on Tools Release 9.2.9.3, refer to the next step (step 6) to understand how to make the design time changes in the Create Process window.

    • Order Type (DCTO): Depending on the template you select, this value may be read-only or editable.

    • Line Type (LNTY): Depending on the template you select, this value may be read-only or editable.

      Important:

      The system displays the design time field names based on the template you select. Therefore, the field names displayed in your environment may differ. The system allows editing the design time field values depending on the template you select.

    • Start Status: Select the value from the drop-down list. The system displays the available nodes from template you selected in this drop-down list. The value you select in this field becomes the first (start) node in the automatically generated process model.

  6. (Tools Release 9.2.9.3) You can either enter the design time values for these Labels or accept the default values. The Labels are displayed depending on the template you select.
    1. Click the Configure icon in the Label fields. The User ID option is selected by default.

      • Click OK to replace the default value with your user ID during runtime.

      • Click Cancel to close the window and use the default value.

      • Click Reset to Simple to delete the default value and enter a new value as required.

    2. The Create Process window also enables you to choose a color theme for the nodes.
      • If the selected template does not contain any connected templates, select the color from the Color Theme drop-down list and select the node from the Start Status drop-down list.

      • If the selected template contains connected templates, the Create Process window provides the option to disable the connected templates. This option is enabled by default.

        In the parent template row, select the color from the Color Theme drop-down list and select the node from the Start Status drop-down list.

        In the child template row, you can disable the option to remove the connected template. When the option is enabled, you can select the color from the Color Theme drop-down list and select the node from the Entry Status and Start Status drop-down lists.

        The Entry Status node determines the node from where the connected process starts from the parent process. The node you select in the Start Status field becomes the first (start) node in the child process.

        In the following example, the Purchase Order child process is enabled for the Requisition parent process.

        This image is described in surrounding text.

  7. Click OK. The Main Module tab is displayed in the Enterprise Process Manager window, where you can see the automatically generated enterprise process diagram based on the selected template and values defined in the Create Process window.

    The nodes represent the tasks in the process template and the links represent the connection between the nodes.

    Starting with Tools Release 9.2.9.3, to indicate that a child template is linked to a node, the Enterprise Process Manager shows a circular node in the specified color scheme. In the following example, the name (Requisition) of the parent template is displayed on the generated process diagram. The child template is linked from the Generate PO from Requisition node (indicated by the Cyan color). This image is described in surrounding text.

    Before saving your enterprise process, you can adjust the template and review the configurations to ensure that the data and metrics are defined according to your requirements.

    This image is described in surrounding text.
  8. You can drag and drop the nodes to the required position and use the following options to adjust the template:
    Note: You can also use these options to make changes to the enterprise process diagram:
    • Snap to Node: Click the Snap to Node icon This image is described in surrounding text. to align the template to the node points.
    • Snap to Grid: Click the Snap to Grid icon This image is described in surrounding text. to align the template to the grid points.
    • Zoom to Fit: Click the Zoom to Fit icon This image is described in surrounding text. to resize the template to fit into the model pane.

    You can hold down the Ctrl key when dragging and dropping a node to disable Snap to Grid and Snap to Node features temporarily.

  9. Click the Open Process Definition icon This image is described in surrounding text. (next to Design Option) to review the settings in the read-only mode.

    This image is described in surrounding text.
  10. In the Process Model tab, to review the details of the metrics, click the following tabs on the right:
    Note: You can click the subtabs on these tabs to review the table specific metrics and business views. Use MaximizeThis image is described in surrounding text. or Minimize This image is described in surrounding text. on the tabs to view them in maximized or minimized modes.
    • Main Process PropertiesThis image is described in surrounding text.: Displays the process name, status codes, and color themes in read-only mode.
    • Process MetricsThis image is described in surrounding text.: Displays tabs with details such as Filter Criteria, Return Fields, Context Analytics and so on for the related tables and business views of the selected enterprise process template.
    • Nodes MetricsThis image is described in surrounding text.: Displays tabs with details such as Filter Criteria, Return Fields, Context Analytics and so on for the node specific tables and business views.
    • Links MetricsThis image is described in surrounding text.: Displays tabs with details such as Filter Criteria, Return Fields, Context Analytics and so on for the link specific tables and business views.
  11. To review the node properties such as Type and UDC status, click the individual nodes in the process model diagram. The system displays the Selected Node Properties tab (read-only)This image is described in surrounding text. on the right.
  12. To review the link properties, click the individual links in the process model diagram. The system displays the Selected Link Properties tab (read-only) This image is described in surrounding text. on the right.
  13. Click the following tabs on the left to review the details:
    • Design Option (read-only)The image is described in surrounding text.: This tab displays the values you entered in the Create Process window.
    • Data Filtering and Grouping Options (read-only)The image is described in surrounding text.: This tab displays the template specific data filtering and grouping options.

    • Process Model (The name of the template is displayed for this tab)This image is described in surrounding text.: This tab displays the automatically generated process model diagram.

      Starting with Tools Release 9.2.9.3, if a template contains a child template, the system displays a child template tab icon below the Process Model tab icon. This tab displays the automatically generated process model diagram of the child template. The name and the cyan color theme of the child template is displayed for this tab as shown in the following example:This image is described in surrounding text.

    • PreviewThe image is described in surrounding text.: In this tab, you can preview the runtime view with the current runtime metrics defined in the selected template. For more information on how to preview the metrics by using the Preview tab, see Previewing the Enterprise Process Template.