JD Edwards Create Branch Plant Item Automation

The automation collects a form in your email based on the email subject line. The bot then captures all data from the form to create a branch plant item record.

Top Benefits

  • Eliminates the task of creating a branch plant item
  • Eliminates back and forth data inconstancies by sending the requester an email if unusable data is found
  • Saves time
  • Improves accuracy - Error free
  • Efficiency from item create request to completion


  • Item Master - Creates an item master record
  • Branch Plant - Work with Items - Creates a Branch Plant item
  • Read's Outlook emails and extracts and reads attachments
  • Data validation tasks
  • Sends emails for of completed tasks and indicates if any data is missing or incomplete

The JDE Branch Plant Item Create Request bot receives a request form via email. It will then
add the items requested to a branch plant while creating them as needed.

1. Bot received an email in monitored server
2. Launch JDE
3. Loop through unread emails on the server and saving valid records
4. Begin loop through a filtered folder
5. Open Excel form
6. Check that the branch/plant is valid
7. Begin loop through Excel table
8. Go to Work with Item Master Browse (p4101)
9. Record that the item already existed in JDE
10. Record that the item was added to JDE
11. Go to Work with Item Branch (P41026)
12. Search Branch/Plant and Item Number
13. Record that the item already exists in the desired branch/plant in JDE
14. Add Item to Branch Plant
15. Record that the item was added to the branch plant in JDE
19. End of Excel Loop
20. Send email to the requester
21. Move files to archive folder
22. End loop through a filtered folder
23. Log out of JDE

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$2000 USD per bot
Annual Subscription

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Bot Security Program
Level 1
Business Process
Automation Type
Last Updated
August 24, 2020
First Published
August 24, 2020
Enterprise Version

See the Bot in Action

Functional Process Map
Challenge - Solution - Results
Technical Process Map
Functional Process Map
Challenge - Solution - Results
Technical Process Map

Setup Process


Download the Bot and follow the instructions to install it in your AAE Control Room.


Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)


That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Outlook email address
  • Folder path
  • JD Edwards environment link
  • JD Edwards username & password