jde & peoplesoft 2 _ daniel smith & greg taylor _ maximising your jd edwards investment.pdf

The most comprehensive Oracle applications & technology content under one roof The most comprehensive Oracle applications & technology content under one roof

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

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?


Understanding Net Change


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


Reference Material

•  Dynamic Upgrade Value Proposi.on Tool –  Invaluable reference! Clients and Partners – Determine net change – Required release – Determine license implica.ons


Modules and Func.onality

•  Procurement Management –  Requisi.on Self Service –  TransformAP

•  Financial Management –  Expense Management –  Automa.c Bank Reconcilia.on –  ACA –  Environmental Accoun.ng and

Repor.ng •  Order Management

–  Apparel Management –  Fulfillment Management

•  Technical –  Mobility –  Enterprise SSO


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)


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


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


Procurement – TransformAP


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


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


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


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


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


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


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


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


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


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


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.


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


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


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


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


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)


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)


Tools and Technology Mobile Solu.ons Business Benefits

•  Simplify Access to JD Edwards data and reports •  Automate / streamline workflow •  Empower mobile field force


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 Reconcilia.on

8.11 Comes with core Financials

Environmental Accoun.ng and Repor.ng

Version 9 Update 2 Requires licensing (as well as 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)

jde & peoplesoft 2 _ daniel smith & greg taylor _ maximising your jd edwards investment.pdf

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