1. Maximising
your
JD
Edwards
Investment
Daniel
Smith
–
Na.onal
JD
Edwards
Prac.ce
Manager
Greg
Taylor
–
JD
Edwards
Prac.ce
Lead
(Queensland)
The most comprehensive Oracle applications & technology content under one roof

2. We
get
asked
• Why
should
we
upgrade?
• I’ve
upgraded
….
Now
what?
• What
are
the
business
benefits
associated
to
the
new
func.onality?
• We
have
a
business
challenge
…
what's
the
JD
Edwards
solu.on
look
like?
• When
to
implement
before,
during,
aPer
an
upgrade?
• Do
I
have
to
buy
the
license
or
do
we
already
own
it?
The most comprehensive Oracle applications & technology content under one roof

3. Understanding
Net
Change
The most comprehensive Oracle applications & technology content under one roof

4. What
we
will
cover
• Where
to
get
informa.on
from
• Overview
of
func.onality
/
module
• Business
Benefit
• When
was
the
module
/
func.onality
released
• License
pre-­‐requisites
The most comprehensive Oracle applications & technology content under one roof

5. Reference
Material
• Dynamic
Upgrade
Value
Proposi.on
Tool
– Invaluable
reference!
Clients
and
Partners
– Determine
net
change
– Required
release
– Determine
license
implica.ons
The most comprehensive Oracle applications & technology content under one roof

6. Modules
and
Func.onality
• Procurement
Management
• Technical
– Requisi.on
Self
Service
– Mobility
– TransformAP
– Enterprise
SSO
• Financial
Management
– Expense
Management
– Automa.c
Bank
Reconcilia.on
– ACA
– Environmental
Accoun.ng
and
Repor.ng
• Order
Management
– Apparel
Management
– Fulfillment
Management
The most comprehensive Oracle applications & technology content under one roof

7. Procurement
–
Requisi.on
Self
Service
• Released
in
8.11
• Licensed
by
#
Named
Users
• Simplify
Procurement
process
for
End
Users
• Service
and
Product
based
groupings
• Independent
Work
Flow
/
DFA
• Punch
Out
to
Supplier
Website
• Integra.on
to
standard
Procurement
(Forms
etc)
The most comprehensive Oracle applications & technology content under one roof

8. Procurement
–
Requisi.on
Self
Service
Business
Benefits
• Simplify
process
for
End
Users
• “outsource”
pricing
and
item
management
to
Suppliers
• Consolida.on
of
Purchase
Orders
• Electronic
Submission
(cXML)
of
PO’s,
ASN
etc
• Poten.al
to
remove
3rd
party
applica.on
• Desktop
Receip.ng
available
• Na.ve
integra.on
with
JD
Edwards
• General
Ledger
• Procurement
• Inventory
The most comprehensive Oracle applications & technology content under one roof

9. Procurement
–
TransformAP
• Available
in
version
8.11
-­‐>
version
9.0
• NOT
an
Oracle
product
(owned
by
Bohomline
Technologies)
• Licensed
by
#
Named
Users
• OCR
Scanning,
Automated
Matching,
Approval
Delega.on
and
KPI
repor.ng
The most comprehensive Oracle applications & technology content under one roof

10. Procurement
–
TransformAP
The most comprehensive Oracle applications & technology content under one roof

11. Procurement
–
TransformAP
Business
Benefits
• Full
visibility
–
JD
Edwards
becomes
central
repository
for
all
invoices
• Transparency
–
Audi.ng
of
all
interac.on
and
status
changes
• Seamless
integra.on
with
JD
Edwards
• Reduce
manual
colla.on
of
invoices
and
storage
The most comprehensive Oracle applications & technology content under one roof

12. Financial
Management
Expense
Management
• Module
released
in
JD
Edwards
Xe
• Major
enhancements
in
(8.10
and
version
9)
• Provides
employee
expense
entry,
workflow
and
integra.on
to
Accounts
Payable
and
Payroll
• Procurement
Card
uploads
/
coding
• Ability
to
enforce
and
view
adherence
to
T&E
policies
The most comprehensive Oracle applications & technology content under one roof

13. Financial
Management
Expense
Management
Business
Benefits
• Remove
3rd
part
applica.on
• Same
JD
Edwards
Look
and
Feel
• Na.ve
integra.on
to
JD
Edwards
(Business
Units
/
Accounts,
General
Ledger
and
Accounts
Payable
etc)
• Streamline
(Manual
to
on
system)
• Single
workflow
system
The most comprehensive Oracle applications & technology content under one roof

14. Financial
Management
Automated
Bank
Reconcilia.on
• Included
within
Financial
Management
(General
Ledger)
• Automated
Bank
Statement
Processing
added
in
8.11
• XML
integra.on
/
Z
File
Uploads
• Support
for
standard
bank
file
feeds
/
upload
cross
reference
data
• Automated
Reconcilia.on
between
bank
file
and
GL
• Manual
“Side
by
Side”
screen
available
The most comprehensive Oracle applications & technology content under one roof

15. Financial
Management
Automated
Bank
Reconcilia.on
Business
Benefits
• Suited
for
organisa.ons
with
Mul.ple
(or
many)
Bank
Accounts
to
reconcile
• Make
used
of
addi.onal
reference
fields
uploaded
from
Bank
• Easier
end
to
end
process
for
total
reconcilia.on
The most comprehensive Oracle applications & technology content under one roof

16. Financial
Management
Advanced
Cost
Accoun.ng
(ACA)
• Included
with
the
Financial
Management
Suite
• Released
in
Xe,
significant
enhancements
in
8.10
• Fully
integrated
with
core
financial
systems
• Cost
Objects
–
User-­‐definable
extensions
to
the
GL,
four
in
total
plus
Item
number
• Automated
capture
of
direct
revenue
and
costs
• Driver-­‐based
alloca.on
of
indirect
costs
– Eg.
Sales
channel,
based
on
quan.ty
of
sales
order
lines
• Cost
analyser
with
mul.ple
views
The most comprehensive Oracle applications & technology content under one roof

17. Financial
Management
Advanced
Cost
Accoun.ng
(ACA)
Business
Benefits
– Analyse
profitability
across
mul.ple
ahributes,
without
requiring
detail
in
the
Chart
of
Accounts
– Mul.-­‐dimensional
repor.ng
– Eg.
Profitability
by
Customer
and
Brand
Group
– Profitability
by
Customer
and
Item
– Accurate
alloca.on
of
indirect
costs,
based
on
exis.ng
or
user-­‐defined
drivers.
• Eg.
Number
of
order
lines,
number
of
machine
hours
– Separate
dataset
with
mul.ple
views
–
allows
“what-­‐if”
analysis,
without
impac.ng
integrity
of
Financials
The most comprehensive Oracle applications & technology content under one roof

18. Financial
Management
Environmental
Accoun.ng
and
Repor.ng
• Newly
released
–
Version
9
Update
2
• Module
embedded
in
the
ERP
solu.on
-­‐
Automates
collec.on
of
environmental
data
through
core
JD
Edwards
modules.
• Captures
data
at
the
point
of
data
entry
(eg.
AP
Entry)
• Full
func.onality
– Track
against
Assets,
Facili.es,
Projects
– Set
and
manage
emissions
targets
– Emissions
factors,
Date
effec.ve
calcula.ons
– Auditable
transac.ons
• Repor.ng
– Pre-­‐built
repor.ng
and
dashboards
– Provides
the
informa.on
in
a
Business
Intelligence
solu.on
capable
of
repor.ng
at
any
level
The most comprehensive Oracle applications & technology content under one roof

19. Financial
Management
Environmental
Accoun.ng
and
Repor.ng
Business
Benefits
• Streamlines
Environmental
Repor.ng
Process
– Reduces
separate
capture
and
manual
input
of
environmental
data
– Pre-­‐built
repor.ng
using
OBIEE
• Accuracy,
Transparency
and
Compliance
– Fully
auditable
transac.ons
– Comply
with
regulatory
mandates
such
as
NGER.
• Detailed
data
to
enable
energy
savings
-­‐ Iden.fy
top
savings
opportuni.es
-­‐ Op.mise
strategic
carbon
management
The most comprehensive Oracle applications & technology content under one roof

20. Order
Management
Fulfillment
Management
• Newly
Released
in
Version
9
Update
2
• Priori.sa.on
of
order
fulfilment
–
cri.cal
when
demands
exceeds
supply.
• Inventory
priori.sa.on
on
sales
orders
driven
by
user-­‐defined
rules.
• User-­‐definable
service
levels
,
reviewable
at
data
entry
stage
during
order
entry
• Assigns
inventory
based
on
agreed
service
levels
• Par.al
quan..es
and
automa.c
cancella.ons
based
on
customer
rules
The most comprehensive Oracle applications & technology content under one roof

21. Order
Management
Fulfillment
Management
Business
Benefit
– Improved
Customer
Service:
• Improved
order
fill
rates
for
priority
customers
• Enforce
agreed
service
levels
–
reduce
penal.es
for
unfilled
orders
• Reduce
late
orders,
backorders,
lost
sales
– Reduced
Administra.ve
Costs
• Integra.ng
and
enforcing
SLA’s
into
the
order
fulfilment
process.
• Fill
rates
set
automa.cally
before
releasing
orders
to
the
warehouse.
• Cancel
open
order
balances
automa.cally,
significantly
reducing
manual
order
maintenance.
• Reduce
transporta.on
costs
by
automa.cally
enforcing
the
number
of
shipments
per
order.
The most comprehensive Oracle applications & technology content under one roof

22. Order
Management
Apparel
Management
• Newly
Released
–
Version
9
Update
2
• Full
func.onality
for
mul8-­‐a:ribute
products
…
not
just
‘apparel’.
• Style,
colour,
size,
etc
…
• Collec.on
Management
– Mul.ple
collec.ons
• Matrix
func.onality
The most comprehensive Oracle applications & technology content under one roof

23. Order
Management
Apparel
Management
• Matrix
func.onality
for
users:
– Inventory
Transac.ons
– Collec.on
Management/Collec.on
matrixes
– Sales
Order
entry
– Purchase
Order
entry
– Item
Availability
– Planning
Messages
– Work
Order
entry
The most comprehensive Oracle applications & technology content under one roof

24. Order
Management
Apparel
Management
Business
Benefits
• Full
func.onality
for
management
of
mul.-­‐ahribute
items
– 10
levels
of
style,
manage
sizes,
labels,
composi.ons,
etc
– Manage
mul.ple
product
collec.ons
– Inheritance
and
excep.ons:
Pricing,
BoM’s,
Routes,
etc
• Streamlined
user
experience
– Matrix
management
for
op.mised
usability
and
visibility
– Automa.on
of
quan.ty
split
by
size
(eg.
SO’s,
PO’s)
– Rule
based
automated
inventory
priori.sa.on
The most comprehensive Oracle applications & technology content under one roof

25. Tools
and
Technology
Single
Sign
On
• JD
Edwards
does
not
offer
True
Single
Sign
On
(SSO)
na.vely
• Also
has
limita.ons
around
username
and
password
lengths
(10
characters)
• Best
it
can
do
is
Ac.ve
Directory
(LDAP)
synchronisa.on
of
Usernames
and
Passwords
• Enterprise
wide
Single
Sign
On
also
not
available
with
na.ve
JD
Edwards
• Enterprise
SSO
available
via
Oracle
Access
Manager
(OAM)
–
also
removes
limita.on
on
username
and
password
lengths
The most comprehensive Oracle applications & technology content under one roof

26. Tools
and
Technology
Single
Sign
On
Business
Benefits
• Simplified
user
naviga.on
/
traversing
through
Enterprise
Applica.ons
• Simplified
user
and
password
management
(one
account
creden.als
for
all
applica.ons)
The most comprehensive Oracle applications & technology content under one roof

27. Tools
and
Technology
Mobile
Solu.ons
• Module
released
in
JD
Edwards
Tools
9.1
(not
yet
out!)
• License
comes
with
Oracle
Tech
Founda.on
for
JD
Edwards
(Red
Stack)
The most comprehensive Oracle applications & technology content under one roof

28. Tools
and
Technology
Mobile
Solu.ons
Business
Benefits
• Simplify
Access
to
JD
Edwards
data
and
reports
• Automate
/
streamline
workflow
• Empower
mobile
field
force
The most comprehensive Oracle applications & technology content under one roof

29. Module
/
Feature
Available
From
License
Implica8ons
Requisi.on
Self
Service
8.11
Requires
licensing
TransformAP
From
8.11
(Partner
Product)
Requires
licensing
Expense
Management
Xe
Requires
licensing
Automated
Bank
8.11
Comes
with
core
Financials
Reconcilia.on
Environmental
Accoun.ng
and
Version
9
Update
2
Requires
licensing
(as
well
as
Repor.ng
OBIEE
for
Analy.cs)
Advanced
Cost
Accoun.ng
Xe
Comes
with
core
Financials
Fulfilment
Management
Version
9
Update
2
Requires
licensing
Apparel
Management
Version
9
Update
2
Requires
licensing
Mobile
Devices
(ADF)
Tools
9.1
Include
with
Oracle
Tech
Founda.on
for
JD
Edwards
Single
Sign
On
Tools
8.97
Requires
Oracle
Access
Manager
(Enterprise
SSO)
The most comprehensive Oracle applications & technology content under one roof