JDE & Peoplesoft 2 _ Daniel Smith & Greg Taylor _ Maximising Your JD Edwards Investment.pdf

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JDE & Peoplesoft 2 _ Daniel Smith & Greg Taylor _ Maximising Your JD Edwards Investment.pdf

  1. 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. 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  …  whats  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. 3. Understanding  Net  Change   The most comprehensive Oracle applications & technology content under one roof
  4. 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. 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. 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. 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. 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. 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. 10. Procurement  –  TransformAP   The most comprehensive Oracle applications & technology content under one roof
  11. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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

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