JD Edwards

EnterpriseOne
Tools

Enterprise Process Modeler Guide

1.0
JD Edwards EnterpriseOne Tools
Enterprise Process Modeler Guide

1.0

Part Number: G12248-04

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JD Edwards EnterpriseOne Tools
Enterprise Process Modeler Guide

Contents

Preface .................................................................................................................................. i

1 Introduction to Enterprise Process Modeler 1

Welcome ............................................................................................................................................................................................ 1
Enterprise Process Modeler Overview ........................................................................................................................................ 1
Understanding Enterprise Process Modeler ............................................................................................................................. 2
Benefits ............................................................................................................................................................................................. 2
Enterprise Process Modeler Flowchart ...................................................................................................................................... 3

2 Understanding the Enterprise Process Modeler User Interface 5

Understanding Icons ...................................................................................................................................................................... 5
Understanding Color Codes ......................................................................................................................................................... 7
Understanding Enterprise Process Manager User Interface ................................................................................................ 8
Understanding Enterprise Process User Interface ................................................................................................................. 12

3 Creating an Enterprise Process 15

Creating an Enterprise Process ................................................................................................................................................. 15

4 Analyzing an Enterprise Process 27

Selecting My Processes .............................................................................................................................................................. 27
Analyzing an Enterprise Process .............................................................................................................................................. 27
Defining an Alternate Data Source .......................................................................................................................................... 46

5 Appendix A - Creating a Process Definition 47

Understanding the Process Definition Application .............................................................................................................. 47
Forms Used to Work with Process Definition ........................................................................................................................ 47
Setting Up a Process Definition Record ................................................................................................................................. 48
JD Edwards EnterpriseOne Tools
Enterprise Process Modeler Guide
JD Edwards EnterpriseOne Tools Preface
Enterprise Process Modeler Guide

Preface
Welcome to the JD Edwards EnterpriseOne documentation.

Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://
[Link]/pls/topic/lookup?ctx=acc&id=docacc .

Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For
information, visit [Link] or visit [Link]
lookup?ctx=acc&id=trs if you are hearing impaired.

Related Information
For additional information about JD Edwards EnterpriseOne applications, features, content, and training, visit the JD
Edwards EnterpriseOne pages on the JD Edwards Resource Library located at:

[Link]

Conventions
The following text conventions are used in this document:

Convention Meaning

Bold Boldface type indicates graphical user interface elements associated with an action or terms defined in
text or the glossary.

Italics Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular
values.

Monospace Monospace type indicates commands within a paragraph, URLs, code examples, text that appears on a
screen, or text that you enter.

> Oracle by Example Indicates a link to an Oracle by Example (OBE). OBEs provide hands-on, step- by-step instructions,
including screen captures that guide you through a process using your own environment. Access to
OBEs requires a valid Oracle account.

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JD Edwards EnterpriseOne Tools Preface
Enterprise Process Modeler Guide

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JD Edwards EnterpriseOne Tools Chapter 1
Enterprise Process Modeler Guide Introduction to Enterprise Process Modeler

1 Introduction to Enterprise Process Modeler

Welcome
Welcome to the JD Edwards EnterpriseOne Tools Enterprise Process Modeler Guide.

The main chapters in this guide contain instructions on how to:

• Create an enterprise process using the Enterprise Modeler in the design mode. The design mode enables you
to configure the enterprise processes to point to the target of data, automatically generate a process model
based on the ingested data, configure the source of data, and save the configurations as a UDO (User Defined
Object).
• View and analyze the enterprise processes in the Enterprise Modeler in the runtime mode. The runtime mode
enables you to choose from a set of preconfigured enterprise processes, visualize a graphic of the process
model, visualize key performance indicators (KPIs), and metrics and measurements that apply to nodes and
connections within the process model, and other functions.
This guide has been updated for JD Edwards EnterpriseOne Tools Release 9.2.9 and [Link].

Audience

This guide is intended for business analysts or project managers responsible for planning, executing, defining business
requirements, and looking to optimize their processes and increase efficiency.

Enterprise Process Modeler Overview

The Enterprise Process Modeler provides a graphical tool for designing processes, defining metrics for the processes,
and visualizing a real-time view of how those processes are running. As a foundational piece of the Enterprise
Automation framework, the Enterprise Process Modeler enables you to define, monitor, and measure the processes that
are essential to your operations.

This is a low-code, no-code, web-based tool where you can select an existing process template, and define steps,
transitions, and metrics.

The key capabilities of the Enterprise Process Modeler are:

• Design Time mode: You can use the existing process template, drag and drop the nodes to the required
position, specify process definitions, define filters and other properties for links and nodes. The system also
enables you to add, delete, or change the generated process.
• Save your enterprise process model as a UDO and view the shared enterprise processes.
• Runtime mode: You can visualize the enterprise process based on real-time data and engage with the nodes
interactively.
• Snapshot mode: Allows you to capture and save a snapshot of the current runtime enterprise process data,
enabling you to review it later.

Note: Click here to view a quick tour of this feature.

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Enterprise Process Modeler Guide Introduction to Enterprise Process Modeler

Note: Click here to view a OBE of this feature.

Note: Click here to view a recording of this feature.

Understanding Enterprise Process Modeler

The Oracle JD Edwards EnterpriseOne Process Modeler is built on the premise that the business data contained in
Enterprise Resource Planning (ERP) databases represent immense value beyond a mere system of record for business
transactions. While it is true that ERP systems are designed to capture, record, and report business transactions that
reflect the day-to-day operations of an enterprise, for example, requisitions, purchase orders, sales orders, work orders,
inventory movement, warehouse activity, and so on, as these transactions are processed and recorded over time, they
amass a body of data that paints a picture of how the enterprise operates, as well as metrics, measurements, and KPIs
that depict the “health” of the enterprise.

More specifically, consider the case of the life cycle of a sales order. As a sales order moves through its life cycle, it
carries a set of data that is recorded in the ERP system. Status codes are updated for each transaction, from initial
creation, through approvals, and eventually to delivery of goods and collection of revenues. Through each phase there
might also be certain ledgering, logging, or auditing data generated in parallel to the movement of the transaction.
As thousands and tens of thousands of transactions accumulate, they begin to paint a picture of business processes,
prescribed or implied, as well as metrics about those processes. It is the function of the EnterpriseOne Process Modeler
to ingest this data and provide graphic visualizations of the models and metrics that are occurring in an enterprise with
the intent of providing you with tools to analyze the data and determine inefficiencies or areas of improvement.

Like most ERP systems, JD Edwards EnterpriseOne offers applications to create business documents, such as a
purchase order. Those applications set status codes on a purchase order, either manually by you or automatically by
the application logic, as the purchase order moves through its lifecycle. JD Edwards EnterpriseOne offers additional
functionality called “order activity rules” that impose a stricter pathway from one status to the next. While the data
exists in the database, there is no way for a human to graphically visualize the “beaten path” that purchase orders
take as they are created, approved, rejected, reversed, revised, and eventually closed. The EnterpriseOne Process
Modeler/Process Model Generator can ingest this data and automatically draw a graphical depiction of the process
flow. Additionally, the Process Modeler can ingest other data to reveal metrics about the process, such as how long the
approval process is, in average; how many purchase orders are rejected; which business units have the most rejections;
and so forth. While many reporting and business analytics systems address the visualization of similar data, the Process
Modeler does it in context and in concert with the business process flow. It is only in the context of the business process
flow that you can analyze the data and determine what changes to the process will effect a desired favorable change to
the resulting metrics or KPIs.

Benefits
Enterprise Process Modeler is a powerful tool for businesses looking to optimize their processes and increase efficiency.
By using this tool to map and analyze the processes, you can identify areas for improvement and make changes that
can lead to cost savings, increased productivity, and improved customer satisfaction. This could include identifying
bottlenecks, redundancies, or other inefficiencies. Also, you can easily define the processes and data for better
understanding and visibility.

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Using Enterprise Process Modeler, you can:

• Quickly build visual models of enterprise processes

• Define micro and macro processes, and define metrics for those processes
• Capitalize on the process metadata that already exists within EnterpriseOne data
• Get a dynamic view of how business processes are running

Enterprise Process Modeler Flowchart

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JD Edwards EnterpriseOne Tools Chapter 2
Enterprise Process Modeler Guide Understanding the Enterprise Process Modeler User
Interface

2Understanding the Enterprise Process

Modeler User Interface

Understanding Icons
This section lists the icons and tabs displayed on the Enterprise Process Manager (design time) and Enterprise Process
(runtime) windows:

Image Name Type

Show Display Options Icon

Show Analytics Options Icon

Open Process Definition Icon

Process Properties (available in design mode only) Tab

Process Metrics (available in design mode only) Tab

Nodes Metrics (available in design mode only) Tab

Links Metrics (available in design mode only) Tab

Show Filter Options Icon

Snap to Node Icon

Snap to Grid Icon

Hold down the Ctrl key when dragging and dropping a Information Icon
node to disable Snap to Grid and Snap to Node features
temporarily.

Zoom to Fit Icon

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Image Name Type

Process Analytics Tab

Node Analytics Tab

Link Analytics Tab

Click to set the context to the process level Icon

Configure Icon

Maximize Icon

Minimize Icon

Node Properties (available in design mode only) Icon

Link Properties (available in design mode only) Icon

Design Option (available in design mode only) Tab

Data Filtering and Grouping Options (available in design Tab

mode only)

<Template Name> (available in design mode only) Tab

Preview (available in design mode only) Tab

Save as Snapshot (available in runtime mode only) Icon

Save Snapshot (available in snapshot mode only) Icon

Delete Snapshot (available in snapshot mode only) Icon

Show Context Analysis (available when context analytics Icon

tabs are hidden)

Timeline View Indicator

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Interface

Image Name Type

Moving clock hand Indicator

Domain View Indicator

Metrics Selector Icon

Normal Indicator

Warning Indicator

Critical Indicator

Group Selector (available if any option other than Overview Drop-down list
is selected in the View By drop-down list in the Show
Analytics Options pane.)

(Tools Release [Link]) Show Metric Selectors Icon

(Tools Release [Link]) Hide Window Icon

(Tools Release [Link]) Show Mini Map Icon

(Tools Release [Link]) Show Hierarchy Window Icon

Understanding Color Codes

You can determine the status of the nodes and links by their color codes.

The threshold values for nodes and links can be defined using the Node Metrics and Link Metrics options. This table
explains the colors and their corresponding statuses:

Colors Status Icons displayed in Node Metrics and Link Metrics Options

Blue Normal

Orange Warning

Red Critical

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Colors Status Icons displayed in Node Metrics and Link Metrics Options

This example screenshot displays nodes, links, and their values in different colors to indicate the normal, warning, and
critical statuses.

Understanding Enterprise Process Manager User

Interface
The Enterprise Process Manager window (design time mode) displays the enterprise process diagram generated using
the template you select while creating the process.

The window displays icons for filtering and refining the data displayed on the enterprise process diagram and analytics
tabs. You can hover your mouse over the icons and tabs to view the label of the component. See Creating an Enterprise
Process.

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

(Tools Release [Link]) You may see a loop around the node as shown in the following screenshot. The system displays
a loop around the node in the design mode if an activity rule involves a self-referential loop (for example, transitioning
from the 400 status back to the 400 status within the activity rules).

Process Definition : Displays the read-only tab with basic, filter, and status configuration details.

Design Time Tabs

The Enterprise Process Manager window displays the following tabs with design time details on the left side of the
interface:

•
Design Option (read-only)
•
Data Filtering and Grouping Options (read-only)

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•
Process Model (The selected color theme and name of the template is displayed on this tab) : Displays the
automatically generated process model diagram.

(Tools Release [Link]) If the template contains a connected template, the child Process Model tab is displayed
below the parent Process Model tab. The selected color theme and name of the template are displayed on the
child process tab.

•
Preview : Displays the preview of the runtime view for the selected template.
These analytics tabs are displayed in the Enterprise Process Manager window on the right:

•
Main Process Properties
•
Process Metrics
•
Nodes Metrics
•
Links Metrics

Preview Tab

In the Preview tab, the metrics and colors displayed on the nodes and links are based on the values selected in the Node
Metrics and Link Metrics fields.

(Tools Release [Link]) You may see a self-referential loop around the node. In the Preview tab, the self-referential loop
displays the appropriate metric values depending on the options defined in the Show Display Options and Show Filter
Options windows.

You can drag and drop the nodes to the desired location, and use the Snap to Grid , Snap to Node , and

Zoom to Fit options to make changes to your layout.

You can use the following icons available above the model pane to view display, analytics, and filter options:
•
Show Display Options

When you click this icon, the system displays a left pane with display options. You can click the Hide View
Options (X) icon to close this pane.
•
Show Analytics Options

When you click this icon, the system displays a left pane with analytics options. You can click the Hide View
Options (X) icon to close this pane.

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•
Show Filter Options

When you click this icon, the system displays a top pane (on top of the model pane) with filter options. You can
click the Hide Filter Options (X) icon to close this pane.
The tabs at the right display the graphs to view analytical details of the enterprise process diagram, and you can refine
the data displayed on the graphs by using the Configure icon on each graph. You can also hide and unhide the

analytics tabs by using the Hide Context Analytics and Show Context Analytics icons. You can
click the arrow icons to collapse or expand the individual graphs in the analytics tabs. Also, you can click the Maximize
or Minimize icons on the graphs to view them in maximized or minimized modes.

The system displays the Click to set the context to the process level icon when the Node Analytics and Link
Analytics tabs are displayed. You can click this icon to view the Process Analytics tab.

Between the left pane (displayed when you click Show Display Options or Show Analytic Options), model pane, and
analytics pane, there is a resize area, which is highlighted when you hover over with your mouse cursor. You can drag it
left or right to resize the panes.

UDO Options

The system displays the following UDO options at the top of the window: Save, Save As, Request to Publish, Reserve,
Delete, and Notes.

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Understanding Enterprise Process User Interface

The Enterprise Process (runtime mode) window displays the enterprise process diagram generated using the template
you select while creating the process. This window contains the following user interface elements: process toolbar,
model toolbar, model pane, node and link metrics, analytics tabs and so on.

The window displays icons for filtering and refining the data displayed on the enterprise process diagram and analytics
tabs. You can hover your mouse over the icons and tabs to view the label of the component.

Using the Enterprise Process window, you can make changes to the filters and analyze your process. See, Analyzing an
Enterprise Process.

The model pane displays a mini map of the process diagram in the right upper corner, indicating the nodes' positions.
(Tools Release [Link]) You can hide or unhide this map using the Hide Mini Map and Show Mini Map icons.

Process Toolbar

The process toolbar contains the following icons and options:

• My Processes: Enabled by default.
• Process Selector: This drop-down list contains the list of available enterprise process UDOs.
•
Snapshot

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• Exit Runtime: Closes the runtime Enterprise Process window.

Model Toolbar

The model toolbar contains the following icons and options:

•
Show Display Options

When you click this icon, the system displays a left pane with display options. You can click the Hide View
Options (X) icon to close this pane.
•
Show Analytics Options

When you click this icon, the system displays a left pane with analytics options. You can click the Hide View
Options (X) icon to close this pane.
•
Show Filter Options

When you click this icon, the system displays a top pane (on top of the model pane) with filter options. You can
click the Hide Filter Options (X) icon to close this pane.
Model Pane

In the model pane, you can select values and configure threshold values using the Node Metrics and Link Metrics fields.
The threshold is associated with individual metrics (for both Node and Link metrics).

The enterprise process diagram is displayed along with nodes and the links between the nodes. The nodes represent
the tasks in the process template and the links represent the connection between the nodes. The metrics and colors
displayed on the nodes and links are based on the value selected in the Node Metrics and Link Metrics fields.

Note: Starting with Tools Release [Link], the label on the node displays a semi-transparent background to enhance

readability.

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Starting with Tools Release [Link], if a template includes a connected template, you can preview both the parent and
the child processes. In this case, the system displays the Hierarchy Map window showing the hierarchy between the
processes.

(Tools Release [Link]) The system displays a loop around the node in the design mode if an activity rule involves a self-
referential loop (for example, transitioning from the 400 status back to the 400 status within the activity rules). In the
Preview tab, the self-referential loop displays the appropriate metric values depending on the options defined in the
Show Display Options and Show Filter Options windows.

You can drag and drop the nodes to the desired location, and use the Snap to Grid , Snap to Node , and

Zoom to Fit icons to make changes to your layout. You can hold down the Ctrl key when dragging and dropping a
node to disable Snap to Grid and Snap to Node features temporarily.

The tabs at the right display the graphs to view analytical details of the enterprise process diagram, and you can refine
the data displayed on the graphs by using the Configure icon on each graph. You can also hide and unhide the

analytics tabs by using the Hide Context Analytics and Show Context Analytics icons. You can
click the arrow icons to collapse or expand the individual graphs in the analytics tabs. Also, you can click the Maximize
or Minimize icons on the graphs to view them in maximized or minimized modes.

The system displays the Click to set the context to the process level icon when the Node Analytics and Link
Analytics tabs are displayed. You can click this icon to view the Process Analytics tab.

You can show or hide all the panes:

Between the left pane (displayed when you click Show Display Options or Show Analytic Options), model pane, and
analytics pane, there is a resize area, which is highlighted when you hover over with your mouse cursor. You can drag it
left or right to resize the panes.

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3 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:
◦ JDE TMPL Procure to Pay (Tools Release 9.2.9). See Enterprise Process Modeler for Procure to Pay.
◦ JDE TMPL Order to Cash (Tools Release 9.2.9. See Enterprise Process Modeler for Order to Cash.
◦ JDE TMPL Requisition (Tools Release [Link]). See Enterprise Process Modeler for Requisition.
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 [Link], 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.

Note: 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 [Link]) 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.
a. 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.

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- 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.
b. 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.

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 [Link], 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

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child template is linked from the Generate PO from Requisition node (indicated by the Cyan color).

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.

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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 to align the template to the node points.
◦
Snap to Grid: Click the Snap to Grid icon to align the template to the grid points.
◦
Zoom to Fit: Click the Zoom to Fit icon 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 (next to Design Option) to review the settings in the read-only
mode.

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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
Maximize or Minimize on the tabs to view them in maximized or minimized modes.

◦
Main Process Properties : Displays the process name, status codes, and color themes in read-only
mode.
◦
Process Metrics : 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 Metrics : Displays tabs with details such as Filter Criteria, Return Fields, Context Analytics
and so on for the node specific tables and business views.
◦
Links Metrics : 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) 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) on the right.

13. Click the following tabs on the left to review the details:
◦
Design Option (read-only) : This tab displays the values you entered in the Create Process window.
◦
Data Filtering and Grouping Options (read-only) : This tab displays the template specific data
filtering and grouping options.
◦
Process Model (The name of the template is displayed for this tab) : This tab displays the
automatically generated process model diagram.

Starting with Tools Release [Link], 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

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color theme of the child template is displayed for this tab as shown in the following example:

◦
Preview : 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.

Previewing the Enterprise Process Template

You can preview the runtime view with the current runtime metrics defined in the template in the Enterprise Process
Manager window by using the Preview tab (preview mode). The system displays the template specific preview in the
model pane and the Process Analytics tab on the right.

Note: In the preview mode, you can adjust the position of the nodes, change the default filters, modify the display
options, configure the metrics thresholds, set up chart configurations within the analytic panes, use the snap to node
and grid, and zoom to fit options. All these changes can be saved in the preview mode.

Starting with Tools Release [Link], if a template includes a connected template, you can preview both the parent and
the child processes using the Preview tab. In this case, the system displays the Hierarchy Map window showing the
hierarchy between the processes in the Preview tab. You can drag and drop this window to resize it. You can also use the
Hide Hierarchy Window icon or Show Hierarchy Window icon as per your preference.

Note: The color themes for the parent and child templates can be selected while creating the template.

In following example, the parent and child processes are displayed based on the selected color themes. The connected
child process is indicated by the circular node in green (Purchase Order).

You can right-click this node and click Drill into Connected Process to open the child process window.

In the Hierarchy window, you can click the Requisition (in orange color) to preview the parent process, and
you can click the Purchase Order(in green color) to preview the child process. To indicate that the parent

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process is displayed as a preview, the system displays a dotted arrow to the child process. To indicate that
the child process is displayed as a preview, the system displays a prominent arrow to the child process.

To preview the runtime metrics of the enterprise process and make the changes (optional) to the settings:

1. In the Enterprise Process Manager window, click the Preview tab. The Process Analytics tab is displayed on the
right. This tab displays the analytics charts for the enterprise process.

When you click a node, the Node Analytics tab is displayed along with the specific node-related metrics, and
when you click a link, the Link Analytics tab is displayed along with the specific link-related metrics.
2. You can drag and drop the nodes to change their positions. You can use the Snap to Node, Snap to Grid, and
Zoom to Fit options to make changes to the layout of the enterprise process diagram.

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3. You can make changes to the metrics of the nodes and links by selecting the values from the Node Metrics and
Link Metrics drop-down lists. Click the arrow icon next to the Node Metrics and Link Metrics fields to change
the threshold values.

Note: The values and colors change on the nodes and links in the enterprise process diagram when you
make changes to the Node Metrics and Link Metrics fields. See Understanding Color Codes.

To preview the node and link metric details:

a. Hover over the node to view the status code and metric details on the hover form. On the hover form,
the field selected in the Node Metrics drop-down list is displayed in bold and its value is displayed in the
threshold color.

In the following example screenshot, you can see that the Order Value is selected in the Node Metrics
drop-down list. The value is displayed in red, since it exceeds the threshold value.

b. Hover over the individual link to view the From and To details and metrics on the hover form. On the
hover form, the field selected in the Link Metrics drop-down list is displayed in bold and its value is
displayed in the threshold color.
c. (Tools Release [Link]) The system displays a loop around the node if an activity rule involves a self-
referential loop (for example, transitioning from the 400 status back to the 400 status within the activity
rules). In the Preview tab, the self-referential loop displays the appropriate metric values depending on
the options defined in the Show Display Options and Show Filter Options windows. You can hover over
the loop to view the From, To, and Metric details of the loop. When you click the loop, the system displays
a People icon and a border to indicate that the link is selected. The system displays a dashed border

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(with a "marching ants" effect) around the link when you hover over a selected link. The corresponding
analytics are displayed on the Link Analytics tab on the right.

4. To refine the analytics details in the Process Analytics tab use the following filtering options:

Note: You can click the arrow icons to collapse or expand the individual charts in the analytics tabs. Also,
you can click the Maximize or Minimize icons on the charts to view them in maximized or minimized
modes.

a.
On the chart, click the Configure icon and enable the Stack Series option if you want to view the bar
chart or pie chart in the stack chart format .
b. Select the values as required in the Configure window for the charts such as Orientation (Vertical
or Horizontal), Number Value Display (Never, Always, or Max Mode Only) and so on. In the
Process Analytics tab, you may see the fields such as Threshold Amount, or Alert Limit displayed
in the Configure window depending on the template you select in the design time mode.

c. Hover over the colors on the charts to review the details of the individual record.

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5. Click the node to view the node-specific analytics in the Node Analytics tab on the right.

Note: The system displays a People icon and a border to indicate that the node is selected. The system
displays a dashed border (with a "marching ants" effect) around the node when you hover over a selected

node.

To refine the node details, use the following filtering options:

a.
Click the Configure icon and enable the Stack Series option to view the charts in the stack chart
format.
b. Select the values as required in the Configure window for the charts such as Number Value Display
(Never, Always, or Max Mode Only) and Decimal Places (you can use the arrow icons in the field to
increase or decrease the numbers).
c. Hover over the colors in the stack or pie chart to review the details.
6. When you click a link, the system displays link-specific analytics in the Link Analytics tab on the right.

Note: The system displays a People icon and a border around the value of the link to indicate that the link is
selected. The system displays a dashed border (with a "marching ants" effect) around the value on the link
when you hover over a selected node.

To refine the link details, use the following options:

a.
Click the Configure icon and enable the Stack Series option to view the charts in the stack chart
format.
b. Select the values as required in the Configure window for the charts such as Number Value Display
(Never, Always, or Max Mode Only) and Decimal Places (you can use the arrow icons in the field to
increase or decrease the numbers).
c. Hover over the colors in the stack or pie chart to review the details.

Note: You can click the Click to set the context to the process level icon to view the Process Analytics
tab.

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7.
Click the Show Display Options icon . This tab enables you to choose the display options for your
enterprise process model.

a. From the Label Format for all Nodes drop-down list, you can choose the Description and Code,
Description Only, or Code Only values. The system displays the selected label format on the nodes in the
process model diagram.
b. To further refine your process model diagram, enable or disable the Use Short Number Format, Show
Undefined Paths, Show Zero Links, Show Orphan Nodes, and Show Zero Nodes options as required for
your process model template.
c. In the Analytics Lables section, select the values in Group Label Format for Analytics drop-down list. You
can choose the Description and Code, Description Only, or Code Only fields. The system displays the
selected label format in the analytics tabs.
8.
Click the Show Analytics Options icon . Select the values from the View By drop-down list. The values
displayed in this drop-down list are based on the selected template. If you select an option other than Overview,
either a Timeline view (for Date and UTIME data types) or a Domain view (for other data types) is displayed.
You can make changes to the node and link metrics in the Timeline and Domain views. The system displays the
corresponding changes in the analytics tab on the right.

(Tools Release [Link]) If you select an option other than Overview, the system displays the Overview icon next
to the Group drop-down list. Click this icon to reset the value in the View By drop-down list to Overview.

9. Click Save. The system saves the enterprise process as a UDO.

Note: You can reopen the existing personal enterprise process UDOs later, modify the settings, and click
Save to save them again to overwrite the previous version. You can click Save As to save the UDO with a
new name. If you click Close before saving your changes, the system displays the Do you want to discard
your changes? message. You can click OK to discard your changes or click Cancel to proceed and save the
changes.

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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 [Link]): 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.

Language Support
UDO object and content translations are supported for the Process UDO in the runtime mode.

For more information about UDO language translations, see Translations.

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4 Analyzing an Enterprise Process

Selecting My Processes
To select your preferred processes to be displayed in the Enterprise Process (runtime mode) window:

1. Access the JD Edwards EnterpriseOne application.

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

The system displays the Select My Processes window along with a list of enterprise processes you created.
3. Click Select All, or select the individual process as required.
4. Click Save.

The selected processes are displayed in the Select Process drop-down list of the Enterprise Process window.

Analyzing an Enterprise Process

You can view and analyze the enterprise processes by using the Enterprise Process Modeler in the runtime mode. This
mode enables you to choose from a set of user generated enterprise process UDOs, visualize a graphic of the process
model, visualize KPIs, metrics and measurements that apply to nodes and connections within the process model, and
other functions.

To analyze an enterprise process:

1. Access the JD Edwards EnterpriseOne application.

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2. From the User menu, click Enterprise Processes.

The Enterprise Process window is displayed along with the enterprise process diagram of the process displayed
in the Select Process drop-down list. You can also see that the Enterprise Process is now added to the Open
Applications carousel.

Note: The Enterprise Processes link is only displayed if you have at least one enterprise process UDO object
(either personal or with view access to a shared UDO). Also, the Enterprise Process must be active in Feature
Security. See Managing UDO Feature Security.

Note: You can open any application and toggle between the application window and the Enterprise Process
window. Both the default and large carousel icons (set in the Preferences window) will work as expected when
the carousel is positioned in four different places.

The following screenshot shows an example enterprise process in the Enterprise Process window. The window
contains the following user interface elements: process toolbar, model toolbar, model pane, node and link
metrics, analytics tabs, and so on. See, Understanding Enterprise Process User Interface.

3. You can drag and drop the nodes to change their positions. You can use the Snap to Node, Snap to Grid, and
Zoom to Fit options to make changes to the layout of the enterprise process diagram.
4. You can make these changes using the process toolbar.
a. The My Processes option is enabled by default and the processes selected in the Select My Processes
window are displayed in the Select Process drop-down list. See Selecting My Processes.

You can disable the My Processes option to see all the personal and shared enterprise process UDOs in
the Select Process drop-down list.

Note: The system displays a black dot icon next to the process names that are saved as Personal UDOs
in the Select Processes drop-down list when My Processes is enabled.

b. Select the required process from the Select Process drop-down list. The system displays the runtime view
of the selected process.
c. Click the Save As Snapshot icon to save the enterprise process as a snapshot. See, Analyzing Snapshot.

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5. Starting with Tools Release [Link], if a template includes a connected template, you can analyze both the parent
and the child processes using the Enterprise Process window. In this case, the system displays the Hierarchy
Map window showing the hierarchy between the processes in the Enterprise Process window. You can drag

and drop this window to resize it. You can also use the Show Hierarchy Window icon or Hide Hierarchy
Window icon as per your preference.

Note: The color themes for the parent and child templates can be selected while creating the template.

In the following example, the parent and child processes are displayed based on the selected color themes. The
connected child process is indicated by a circular node in green (Purchase Order). You can right-click this node
and click Drill into Connected Process to open the child process window.

In the heirarchy window, you can click Purchase Order (in green color) to view and analyze the child Purchase
Order process and click Requisition (in orange color) to view and analyze the parent Requisition process. To

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indicate that the parent enterprise process is displayed, the system displays a dotted arrow to the child process.
To indicate that the child process is displayed, the system displays a prominent arrow to the child process.

You can hover over the connected node to view information, such as the connected process, status code, and
metric details on the hover form. On the hover form, the field selected in the Node Metrics drop-down list is
displayed in bold, and its value is displayed in the threshold color.

In the following example screenshot, you can see the details of the connected process.

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6. (Tools Release [Link]) You may see a loop around the node if an activity rule involves a self-referential loop (for
example, transitioning from the 400 status back to the 400 status within the activity rules). The self-referential
loop displays the appropriate metric values depending on the options defined in the Show Display Options and
Show Filter Options windows. You can hover over the loop to view the From, To, and Metric details of the loop.
When you click the loop, the system displays a People icon and a border to indicate that the link is selected. The
system displays a dashed border (with a "marching ants" effect) around the link when you hover over a selected
link. The corresponding analytics are displayed on the Link Analytics tab on the right.

7. You can click the Exit Runtime icon to close the Enterprise Process window.
Proceed to the next sections to understand how to use the filter options available in the Enterprise Process window and
analyze the enterprise process.

Using the Show Display Option

You can analyze the enterprise process by using the Show Display Options in the model toolbar.

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The system displays the changes on the enterprise process diagram and analytics tabs when you make changes in the
Display Options pane.

Show Display Options:

1.
In the model toolbar, click Show Display Options . The system displays the left pane (Display Options
pane) along with the Process Model and Process Analytics section.
2. From the Label Format for all Nodes drop-down list, select any of these options:
◦ Description and Code:
Displays both the description and status code on the nodes.

.
◦ Description Only:

Displays the descriptions on the nodes.

.
◦ Code Only:

Displays the status codes on the nodes.

3. Enable or disable these options as required:

◦ Use Short Number Format: Changes the number format displayed on the nodes. The system uses K, M,
B, T to represent thousands, millions, billions, and so on if the value is greater than 1 unit.

Example: User Short Number Format Enabled

Example: User Short Number Format Disabled

◦ Show Undefined Paths: Displays the paths that are not defined in the process definition. When you
enable this option, the system shows the undefined paths from the runtime data which do not exist

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in the activity rule of the process definition. Undefined paths are presented with a special outline and
dashed line on the enterprise process diagram.

◦ Show Zero Links: Displays the links with the zero value.
◦ Show Orphan Nodes: Displays the nodes that are connected by zero value links.
◦ Show Zero Nodes: Displays the nodes with zero value.
4. In the Analytics Labels section, from the Group Label Format for Analytics drop-down list, select any of these
options:
◦ Description and Code: Displays both the description and the status code on the charts.
◦ Description Only: Displays the descriptions on the charts.
◦ Code Only: Displays the status codes on the charts.
5. Click the Hide View Options icon to close the pane.

Using the Show Analytics Option

You can analyze the enterprise process by using the Show Analytics option in the model toolbar.

The system displays the changes on the enterprise process diagram and analytics tabs when you make changes in the
Analytics Options pane.

1.
In the model toolbar, click Show Analytics Options . The system displays the left pane along with the
View By drop-down list.

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2. In the View By drop-down list, the Overview option is selected by default. You can select from the other
available options. The other options are displayed based on the template.

If you select an option other than Overview, either a Timeline view (for Date and UTIME data types) or a
Domain view (for other data types) is displayed.

(Tools Release [Link]) If you select an option other than Overview, the system displays the Overview icon next
to the Group drop-down list. Click this icon to reset the value in the View By drop-down list to Overview.

Timeline View for Date and UTime Data Types

The system displays a Timeline View indicator when you select a Date or an UTIME data type from the View
By drop-down list.

You can use the following options to analyze the process:

a. Select any of these options from the Grouping Type drop-down list: Year (calendar year), Quarter
(calendar quarter), Month, and Day.

.
b. When you select a value from the Grouping Type drop-down list, the system displays a corresponding
new drop-down list above the model pane.

For example, if you select Grouping Type as Year, Quarter, or Month, a new drop-down list called Group
(Year), Group (Quarter), or Group (Month) is displayed.

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Select a value from the Group (Quarter) drop-down list (either from the field in the Display Options
pane or the field above the model pane). The system displays the corresponding data on the enterprise
process diagram and on the analytics tabs on the right.

c. To analyze the enterprise process using different values, click the Select Metrics icon on the rows
to select a value for the Node and Link Metrics. The system changes the values accordingly in the Node
Metrics and Link Metrics fields and displays the changes on the enterprise process diagram and analytics
tab on the right.

The node and link metrics are selected for the first available value from the Grouping Type drop-down list
by default.

For example, in the following screenshot, in the 2024-1 row, the metrics are selected (indicated by
the Select Metrics icon) for the Amount-Open columns for Node Metrics and Link Metrics. The

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Amount-Open value is selected in the Node Metrics and Link Metrics fields in the model pane too.

d. Use the following group navigation controls to view a specific data: Start, Pause, Begin, Previous, Next,

and End. .

When you click the Start icon, the system plays back data from all the rows in the selected group from
beginning to end in order. The system displays the changes on the enterprise process diagram and the
analytics tabs during the playback.

Note: The playback is indicated by a "moving hand on the clock" effect.

You can click Pause to interrupt the playback.

Domain View for Other Data Types

The system displays a Domain View indicator when you select a data type other than Date or UTIME the
View By drop-down list.

You can use the following options to analyze the process:

a. The system displays the Group drop-down list above the model pane when you select any data type
other than Date or UTIME. The first group is select by default in the Group drop-down list. Click the Group
drop-down list to select a new value.
b. Click the Select Metrics icon on the rows to select a value for Node and Link Metrics. The system
changes the values accordingly in the Node Metrics and Link Metrics fields and displays the changes on
the enterprise process diagram and analytics tabs on the right.

By default, the node and link metrics are selected (indicated by the Select Metrics icon) for the first
group in the Domain View panel.
3.
Click the Begin, Previous, Next, and End icons to view the Node and Link
metrics of different groups.
4. Click the Hide View Options icon (X) to close the Analytics Options pane.

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Using the Show Filter Options

You can analyze the enterprise process by using Show Filter Options above the model pane.

1.
Click the Show Filter Options icon (located above the model pane).

The system displays a pane above the model pane with filter options based on the template, and some fields
may be read-only. The following screenshot shows an example top pane:

2. In the Active field, you can disable the option to skip the filter field.
3. From the Operator drop-down list, select the required operator value.

The system supports the following filter operator values for the data types:

◦ Number: =, !=, <, >, <=, >=, between, and in list.

◦ String: equal, not equal, greater than, greater equal, less than, less equal, contains, starts with, ends with,
is blank, is not blank, between, and in list.
◦ Date: =, !=, <, >, <=, >=, between, and is blank and is not blank.
◦ UTIME: =, !=, <, >, <=, and >=.

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4. In the Default Value field, either enter a value or select a date value.

The system supports the following filter values:

◦ No value is required for "is blank" and "is not blank" operators.
◦ Allow list editing for "in list" operator (system supports tab key, auto-clean empty entries, keep at least
one entry). When you type the last entry, the system automatically appends a new empty input as the last
entry.
◦ Two-value ranges for "between" operator (both values must be provided).
◦ Single value required for other operators; empty values are invalid.

The system supports the following calendar and special value controls:
◦ Click the Calendar icon and select the required date from the calendar window to enter the date in simple
date format. For example, 01/01/2024.

◦ Click the Configure icon and select the special date format. You can click the Reset to Simple button to
reset the date to the simple date format. For example, Today plus 5 months.

Note: A validation error is displayed for the incomplete rows.

5. If you want to see the refreshed results on the enterprise process diagram and analytics tabs and want to keep
the filter option pane open, click Refresh.

If you want to see the refreshed results on the enterprise process diagram and analytics tabs and want to close
the filter option pane, click Refresh and Close.

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Using the Node and Link Metrics

You can analyze the enterprise process by making changes using the Node Metrics and Link Metrics drop-down lists.
When you make changes in the Node Metrics and Link Metrics fields, the values and colors on the nodes and links on
the enterprise process diagram changes accordingly and the system displays the corresponding change on the charts in
the Node Analytics and Link Analytics tabs.

(Tools Release [Link]) You can hide and unhide Node Metrics and Link Metrics by using the Hide Metric Selectors icon
and the Show Metric Selectors icon .

You can also make changes to the node and link metrics by using the Show Analytics options. See Using the Show
Analytics Option.
1. Click the Node Metrics drop-down list (in the model pane) and select the required value.
2. To make changes to the threshold values of the nodes, click the Expand Threshold Configurator icon, and
click the Ascending or Descending icons, or enter the values in the fields. You can determine the status of the
nodes and links by their color codes.
See Understanding Color Codes.
3. Hover or click the node to view the status code and metric details on the hover form. On the hover form, the
field selected in the Node Metrics drop-down list is displayed in bold and its value is displayed in the threshold
color.
In the following example, Order Value is selected from the Node Metrics drop-down list. On the hover form, the
selected field is displayed in bold and its value (24.7K) is displayed in red on the node, and on the hover form.
The value is displayed in red because it exceeds the threshold value. The corresponding metrics and details for
Amount-Open are displayed on the Node Analytics tab on the right.
Note: When you click a node or link, the system displays a People icon and a border to indicate that the node
is selected. The system displays a dashed border with a "marching ants" effect around the node when you
hover over a selected node or link.

In the following example, Order Line Count is selected from the Node Metrics drop-down list. On the hover
form, the name is displayed in bold, and its value (27) is displayed in orange because it is indicating the warning

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status. The corresponding metrics and details for Order Line Count are displayed on the Node Analytics tab on
the right.

4. Click the Collapse Threshold Configurator (arrow) icon to close the configurator window.
5. Similarly, to change and analyze the link metrics, click the Link Metrics drop-down list, and select the required
value.
6. To make changes to the threshold values of the links, click the Expand Threshold Configurator (arrow) icon,
and click the Ascending or Descending icons, or enter the values in the fields. You can determine the status of
the nodes and links by their color codes.
7. Hover or click the link to view the From and To values, and the metric details of the link. On the hover form, the
field selected in the Link Metrics drop-down list is displayed in bold and its value is displayed in the threshold
color. The corresponding changes are displayed on the Link Analytics tab on the right.

In the following example screenshot, Amount-Open is selected from the Link Metrics drop-down list. The field
name is displayed in bold, and its value (40K) is displayed in orange on the link, and on the hover form. The
value is displayed in Orange because it is in the warning status. The corresponding changes are displayed on
the Link Analytics tab on the right.

8. Click the Collapse Threshold Configurator (arrow) icon to close the configurator window.

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Using the Analytics Tabs

The following analytics tabs are displayed on the right side of the Enterprise Process window:

• Process Analytics: Displays the analytics charts for the enterprise process.
• Node Analytics: Displays the analytics charts for the selected node.
• Link Analytics: Displays the analytics charts for the selected link.
The Process Analytics tab displays the charts based on the design of the metrics in the template. The charts displayed in
the Node Analytics and Link Analytics tabs are based on the aggregation operator types.

Aggregation Operator Chart Type Example

Type

counter, sum, and Pie chart

distinct count

avg, min, max Bar chart, with

a reference line
to present the
current context
value.

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Note: You can hide and unhide the analytics tabs by using the Hide Context Analytics and
Show Context Analytics

icons. You can click the arrow icons to collapse or expand the individual charts in the analytics tabs. Also, you can click
the Maximize

or Minimize

icons on the charts to view them in maximized or minimized modes.

When you click a node, the Node Analytics tab is displayed along with the node-specific charts, and when you click
a link, the Link Analytics tab is displayed along with the link-specific charts. The system displays the Click to set the

context to the process level icon when the Node Analytics or Link Analytics tabs are displayed on the right. Click
this icon to view the Process Analytics tab.

Process Analytics Tab

To make changes and analyze details on the Process Analytics tab:

1. On the chart, click the Configure icon

and enable the Stack Series option if you want to extend the bar chart to compare the numeric values between
levels of a categorical variable. If you enable this option for a pie chart, the system displays the data in a bar
chart format.

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2. For a bar chart, you can select the values from the Orientation (Vertical or Horizontal) drop-down list. (The pie
chart does not have this option.)

3. In the Configure window of the Process Analytics tab, you can make changes to the metric related fields such
as: Threshold Amount, Threshold limit, or Alert Limit. These fields are available if they are enabled during the
design time.

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4. To override the default value in the Decimal Places field, you can click the Decrement or Increment icons, or
enter a value to set the required number of decimal places for the numbers on the charts.

5. Click the Number Value drop-down list to override the default value (Max Mode Only: displays the numbers in
the maximized mode but hides them in the embedded mode) and select Never or Always.
6. Click Close to close the Configure window.
7. Hover over the colors on the charts to analyze the details.
Node Analytics Tab

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To make changes and analyze node-specific analytic details:

1. Click a node to view the node-specific analytics on the Node Analytics tab on the right.

Note: The system displays a People icon and a border to indicate that the node is selected. The system
displays a dashed border with a "marching ants" effect around the node when you hover over a selected
node.

2.
Click the Configure icon and enable the Stack Series option to view the charts in the stack chart format.
3. Select the values as required in the Configure window for the charts such as Number Value Display (Never,
Always, or Max Mode Only) and Decimal Places (you can use the arrow icons in the field to increase or decrease
the numbers).
4. Hover over the colors on the charts to analyze the details.
Link Analytics Tab

To make changes and analyze link-specific analytic details:

1. Click a link to view the link-specific analytics on the Link Analytics tab on the right.

Note: The system displays a People icon and a border around the value of the link to indicate that the link
is selected. The system displays a dashed border with a "marching ants" effect around the value on the link
when you hover over a selected node.

2.
Click the Configure icon and enable the Stack Series option to view the charts in the stack chart format.
3. Select the values as required in the Configure window for the charts such as Number Value Display (Never,
Always, or Max Mode Only) and Decimal Places (you can use the arrow icons in the field to increase or decrease
the numbers).
4. Hover over the colors on the charts to analyze the details.

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Analyzing Snapshot
The Enterprise Process Modeler allows you to capture and save a snapshot of the current runtime enterprise process
data, enabling you to review it later.

To save an enterprise process data as a snapshot:

1.
In the Enterprise Process window, click Save As Snapshot .
2. In the Enter New Name window, enter a name, and click OK.

The system displays the Snapshot option (enabled), Select Snapshot drop-down list,
Save Snapshot, Save As Snapshot, Delete Snapshot, and the time stamp of the snapshot.

You can click Cancel or Close to close the Enter New Name window.
3. You can make changes to the enterprise process snapshot and click Save Snapshot to save the changes. The
time stamp of the snapshot will not change when you make changes and save a snapshot again.

To save the snapshot with a new name, click the Save As Snapshot option, enter a new name, and click OK.
The system saves the new snapshot with the original time stamp.

Note: You can make limited changes to the enterprise process snapshot. For example, changes to the fields
in the Show Filter options and Show Analytics options windows are not supported. The system displays the
"Disabled when a snapshot is opened." message when you attempt to make changes that are not supported.

4. To close the snapshot and view the current runtime enterprise process, disable the Snapshot option.
You can save multiple snapshots and all the saved snapshots are listed in the Select Snapshot drop-down list.

To view and analyze an existing snapshot, enable the Snapshot option in the Enterprise Process window. The system
displays the first snapshot in the Select Snapshot drop-list automatically. From the Select Snapshot drop-down list, you
can select the required snapshot.

You can delete a snapshot by clicking the Delete Snapshot icon.

Defining an Alternate Data Source

Configuring an alternate data source helps the Enterprise Process Modeler to calculate metrics from an alternate data
source, thereby improving database performance.

The Alternate Data Sources application (P98611X) enables you to define a data source that is an alternate to a primary
data source. For more information on how to configure an alternate data source, see, Defining an Alternate Data Source.

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5 Appendix A - Creating a Process Definition

Understanding the Process Definition Application

You can create process definitions that the Enterprise Process Modeler can use to generate process flow diagrams for
processes that do not use the order activity rules. The Work with Process Definition application (P00201) enables you
to define process flows using values from the User-Defined Codes (UDC) tables.

The usage of the Work with Process Definition application is limited to creating process flows in the Enterprise Process
Modeler tool and does not allow you to perform transactions or ledger entry activities.

You can create and modify process definitions using the Process Definition Revision form.

The system uses the Work with Process Definition application (P00201) to write the process flow header and detail
record values to these tables:
• Process Definition Header (F00201)
• Process Definition Detail (F00202)

When you delete a process definition header record, the system also deletes the associated detail records from the
F00201 and F00202 tables.

You can copy existing process definitions to create new process definition records, thereby minimizing redundant
data entry. When you copy a process definition record, the system generates an incremented new and unique Process
Definition ID and copies the values from the original record enabling you to revise the values on the new record.

Note: It is recommended to use a unique description for each process definition.

Forms Used to Work with Process Definition

Form Name Form ID Navigation Usage

Work with Process W00201B Enterprise Automation (G00EA), Process Review process definition header information.
Definition Definition (P00201)
OR Copy and delete process definition records.

Enterprise Automation (G46EA), Process

Definition (P00201)

Process Definition W00201G Click Add, Copy, or select on the Work with Add, copy, or modify a process definition
Revision Process Definition form. record.

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Setting Up a Process Definition Record

Access the Process Definition Revision form.
Process Definition ID
The system displays the unique key generated for the Process Definition record. The system generates this number
using the Next Unique Number application (P00022).

Note: The Process Definition ID values starting with 9999 are reserved for modeler templates delivered by JD
Edwards. For example, the process template for Warehouse will have Process Definition ID values starting with
99990001.

Product Code
Enter the product code that identifies the table that contains the associated user-defined codes.
Process Description
Enter a description for the process definition.
User Defined Codes
Enter a value that identifies the UDC table you want to associate with the process definition.
From Process Node
Enter a status code value from the UDC table, that indicates the first or start node of the process. This indicates the first
node of the flow diagram that is generated by the Enterprise Process Modeler.
From Process Node Description
The system automatically populates this field with the description of the status code value entered in the From Process
Node field.
To Process Node
Enter a status code value from the UDC table, that indicates the next step in the process flow. This indicates the next
node of the process flow diagram that is generated by the Enterprise Process Modeler.
To Process Node Description
The system automatically populates this field with the description of the status code value entered in the To Process
Node field.

Note: You can view the To Process Node Description field and Other Process Node 1 to 10 Description fields by
selecting the Show All Columns format option in the drop-down menu on the grid. The default Basic view grid
format does not include these process node description fields.

Other Process Node 1

(Optional) Enter a status code value that indicates the next step in the process flow diagram that is generated by the
Enterprise Process Modeler. You can override this status value if it is not the preferred or expected next step.
Other Process Node 2
(Optional) Enter a status code value that indicates the next step in the process flow diagram that is generated by the
Enterprise Process Modeler. You can override this status value if it is not the preferred or expected next step.
Other Process Node 3

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(Optional) Enter a status code value that indicates the next step in the process flow diagram that is generated by the
Enterprise Process Modeler. You can override this status value if it is not the preferred or expected next step.
Other Process Node 4
(Optional) Enter a status code value that indicates the next step in the process flow diagram that is generated by the
Enterprise Process Modeler. You can override this status value if it is not the preferred or expected next step.
Other Process Node 5
(Optional) Enter a status code value that indicates the next step in the process flow diagram that is generated by the
Enterprise Process Modeler. You can override this status value if it is not the preferred or expected next step.
Other Process Node 6
(Optional) Enter a status code value that indicates the next step in the process flow diagram that is generated by the
Enterprise Process Modeler. You can override this status value if it is not the preferred or expected next step.
Other Process Node 7
(Optional) Enter a status code value that indicates the next step in the process flow diagram that is generated by the
Enterprise Process Modeler. You can override this status value if it is not the preferred or expected next step.
Other Process Node 8
(Optional) Enter a status code value that indicates the next step in the process flow diagram that is generated by the
Enterprise Process Modeler. You can override this status value if it is not the preferred or expected next step.
Other Process Node 9
(Optional) Enter a status code value that indicates the next step in the process flow diagram that is generated by the
Enterprise Process Modeler. You can override this status value if it is not the preferred or expected next step.
Other Process Node 10
(Optional) Enter a status code value that indicates the next step in the process flow diagram that is generated by the
Enterprise Process Modeler. You can override this status value if it is not the preferred or expected next step.

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