User Defined Object (UDO) Features in Enterprise Process Manager

Enterprise Processes are saved and managed as UDOs in EnterpriseOne. The Enterprise Process Manager includes UDO options on the tool bar that enable you to create enterprise processes for your personal use, publish or share them, and modify shared enterprise processes that are created by other users.

Note:

The actions that you are allowed to perform in the Enterprise Process Manager depend on the UDO security permissions that are granted to you by a system administrator. See Setting Up UDO Security for Enterprise Process Manager Users in this guide for more information.

Note: (Tools Release 9.2.9.3): When you save a process UDO from a template that has connected templates, the system will combine the specifications of the connected templates into a single static UDO and save them as a single UDO.

Enterprise processes as UDOs enables administrators to use EnterpriseOne administration tools to manage the life cycle of enterprise processes. For more information about the life cycle management of UDOs, see "UDO Life Cycle and Statuses" in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

The following table describes the UDO options that are available in the toolbar of the Enterprise Process Manager window and the life cycle status enacted by each UDO action.

UDO Options Description
Save As Saves the enterprise process to a status of "Personal." Components with a status of "Personal" are components that are being developed and are not shared for publishing to the AIS Server.
Request to Publish Sends the enterprise process for approval for sharing. An administrator or approver must approve the enterprise process so that it can be shared. The status changes to "Pending Approval" in the list and then changes to "Shared" when the enterprise process is approved. If rejected, the status changes to "Rework." At that point, you can edit the enterprise process and then use the Request to Publish button to send it for approval again.
Reserve Reserves a shared UDO so that you can modify it. When reserved, no other users can make changes to a UDO. The component status changes to "Reserved."
Unreserve Cancels the reserved enterprise process. This action changes the status of the component back to "Shared."
Notes Available when the enterprise process is in the "Pending Approval" status, this option enables you to add an additional note to send to the approver of the UDO. The Notes option is active only if a note was added the first time the UDO was sent for approval using the "Request to Publish" option. This feature enables you to add an addendum to the original note.