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Accelerate Business Execution with
JD Edwards Mobile Applications
Mel DeLellis
Principal Sales Consultant
Oracle Corporation
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not
be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be
relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described
for Oracle’s products remains at the sole discretion of Oracle.
ThingsMobileWeb
The Enterprise Evolution The New Normal
Mainframe Client/Server
Mobile Enterprise Challenges
In Pursuit of Productivity and Connectivity
• Technology evolving at
consumer pace
• User expectations are
high
• IT slow to adopt
JD Edwards EnterpriseOne Mobile Solution
MOBILE APPLICATIONS MOBILE EVERYWHERE
Mobile Applications
JD Edwards EnterpriseOne Mobile Enterprise
Applications
Rapid market delivery, simplified deployment
Powered by Oracle Mobile Application Framework (MAF) & JD Edwards EnterpriseOne
Application Interfaces Services (AIS) Server
Mobile Enterprise Applications
Product Areas
• Asset Lifecycle Management
• Customer Relationship Management
• Financial Management
• Health and Safety Incident
Management
• Human Resources Management
• Manufacturing and Supply Chain
Management
• Project Management
• Supply Management
JD Edwards EnterpriseOne Mobile Enterprise
Applications
February 2014 (13)
• Contact Customer for Tablet & Smartphone
• Customer Account Overview for Tablet &
Smartphone
• Health & Safety Scoreboard for Tablet &
Smartphone
• Manage Equipment for Tablet & Smartphone
• Manage My Work Orders for Tablet & Smartphone
• Quick Case Entry for Smartphone
• Report Health & Safety Incident for Smartphone
• Template Meter Readings for Tablet
JD Edwards EnterpriseOne Mobile Enterprise
Applications
April 2014 (20)
• Contact Employee for Smartphone
• Contact Supplier for Smartphone
• Create Service Order for Tablet
• Create Work Order for Tablet
• Expense Approval for Tablet & Smartphone
• Manage Cases for Smartphone
• Manage Customer Equipment for Tablet & Smartphone
• Manage My Service Orders for Tablet & Smartphone
• Review Cases for Tablet
• Review Team Service Orders for Tablet & Smartphone
• Review Team Work Orders for Tablet & Smartphone
• Service Work Order Time Entry for Tablet & Smartphone
• Work Order Time Entry for Tablet & Smartphone
JD Edwards EnterpriseOne Mobile Enterprise
Applications
July 2014 (24)
• Change Request Approval for Tablet & Smartphone
• Change Request Entry for Tablet & Smartphone
• Customer Order Overview for Tablet & Smartphone
• Field Progress Entry for Tablet
• Field Account Progress Entry Smartphone
• Field Progress Equipment Entry for Smartphone
• Field Progress Labor Entry for Smartphone
• Field Status Review for Tablet & Smartphone
• Inventory Availability for Tablet & Smartphone
• Job Progress Entry for Tablet
• Job Schedule for Tablet
• Project Status Review for Tablet & Smartphone
• Purchase Order Approvals for Tablet & Smartphone
• Requisition Self Service Approval for Tablet &
Smartphone
• Report an Incident for Tablet
• Warehouse Availability for Tablet
JD Edwards EnterpriseOne Mobile Enterprise
Applications
12
October 2014 (8)
•General Ledger Batch Approvals
for Tablet & Smartphone
•Invoice Batch Approvals for
Tablet & Smartphone
•Receipts Batch Approvals for
Tablet & Smartphone
•Voucher Batch Approvals for
Tablet & Smartphone
Click icon to
add picture
JD Edwards EnterpriseOne Mobile Enterprise
Applications
January 2015 (16)
• Condition-Based Maintenance Alerts for Tablet & Smartphone
• Payment Batch Approvals for Tablet & Smartphone
• Product Price and Availability for Tablet & Smartphone
• Project Time Entry for Tablet & Smartphone
• Quote Review and Release for Tablet & Smartphone
• Sales Held Order Release for Tablet & Smartphone
• Sales Order Counts for Tablet & Smartphone
• Search Sales Order for Tablet & Smartphone
Mobile Everywhere
JD Edwards EnterpriseOne 9.0
First ERP Suite With Full Support on the iPad!
Highlights
• All EnterpriseOne applications
• Browser based
• Leverage EnterpriseOne tools
• Application-specific gestures
• Context-sensitive keyboard
• Specialized functionality
Chrome Browser on Android Tablet
16
•Run all EnterpriseOne apps
•Touch and EnterpriseOne
gestures
•Native maps support
•One View reporting
•Media object support
•7 or 10 inch tablets
Another Tablet Option
Tools 9.1.4
JD Edwards EnterpriseOne for iPad
Hybrid Application available on Apple App Store
 All E1 applications
 JD Edwards Container App
 Available from Apple App Store
 Native look and feel
 Integrates with map and camera
 See it on the JDE You Tube Channel
http://www.youtube.com/TheOracleJDEdwards
Smarter … Native Watchlists ... Native Row and Form Exits
More Native iPad features…
Multi media attachments… Scratchpad and Signatures
More Use Cases…
Asset Lifecycle Management
Condition-Based Maintenance – Tablet and Smartphone
Create Work Order – Tablet
Equipment Work Order Time Entry – Tablet and
Smartphone
Manage Equipment – Tablet and Smartphone
My Work Orders – Tablet and Smartphone
Review Team Work Orders – Tablet and Smartphone
Template Meter Reading – Tablet
Condition-Based
Maintenance
Tablet and Smartphone Role: Maintenance Technicians
and Supervisors
Included in: Capital Asset
Management
Based on: P1310 & P1311
•Enter alert information
•Send notification alert
messages
•Respond to alerts
•Initiate an investigation request
•Generate alert-related work
orders
•Update the preventative
maintenance schedule
Create Work Order
Tablet
• For the Tablet Role: Maintenance Technician
Included in: Capital Asset
Management
Based on: P48201 & P17714
•Filter and view list of work
orders
•Create new work orders
•Enter core information, notes,
and photos
•Update equipment status
Equipment Work
Order Time Entry
Tablet and Smartphone
Role: Maintenance Technician
Included in: Capital Asset
Management
Based on: P051121
•Ability to enter time against
equipment work orders
•View totals of time for past
week
•Interactive graph and totals
allow user to drill down to
details
•Search past timecards
•Able to filter and see locked and
unlocked timecards
Manage Equipment
Tablet and Smartphone
Role: Maintenance Supervisor/
Technician
Included in: Capital Asset
Management
Based on: P1701, P1702E
•Search for equipment
•Drill down into details
•Equipment details
•Upcoming PMs
•Repair history
•Enter meter reading on tablet
•View and attach photos
•View and add notes
•See map of equipment location
My Work Order
Tablet and Smartphone
Role: Technician
Included in: Capital Asset
Management
Based on: P48100 & P17100
•See list of technicians’ work
orders
•Drill down into details
•Map of equipment location
•View photos of associated
equipment and work order
•View and add notes
Review Team Work
Orders
Tablet and Smartphone
Role: Maintenance Supervisor
Included in: Capital Asset
Management
Based on: P48100, P17100,
P17730, P17732, & P31113
•Summarized view by site and by
assigned to
•Filter work orders and drill down
•Update status and dates
•View a map of the location
•Manage photos and notes
•View work order parts and labor
•Call customer contact on phone
Template Meter
Reading
Tablet
Role: Technician
Included in: Capital Asset
Management & Service
Management
Based on: P12120U
•Enter meter readings for a
batch of equipment (meter
reading template)
•Enter up to 6 meters /
equipment
•Enter new reading or net
increase
•View and add notes
Customer Relationship Management
Create Service Order – Tablet
Customer Order Overview – Tablet and Smartphone
Manage Cases – Smartphone
Manage Customer Equipment – Tablet and Smartphone
My Service Orders – Tablet and Smartphone
Quick Case Entry – Smartphone
Review Cases – Tablet
Review Team Service Orders – Tablet and Smartphone
Service Order Time Entry – Tablet and Smartphone
Template Meter Reading – Tablet
Create Service Order
Tablet
Role: Field Service Technician
Included in: Service Management
Based on: P17714
•Filter and view list of service
orders
•Create new service orders
•Enter core information, notes,
and photos
•Description, equipment, failure,
site/customer, assigned to, supervisor,
priority, and requested finish date
•Update equipment status
Customer Order
Overview
Tablet and Smartphone
Role: Sales Representative
Included in: Sales Order
Management
Based on: P42101, P42117,
P420111, P43070
•View counts for:
•Backorders
•Held Orders
•Open Orders
•Quote Orders
•View basic customer information
•Review details of the sales orders
Manage Cases
Smartphone
Role: Supervisor
Included in: Case Management
Based on: P17500, P90CG501,
P17501E, P1704
•List of cases allows user to drill
down and view case details
•See core case information
•Manage case photos
Manage Customer
Equipment
Tablet and Smartphone
Role: Field Service Technician
Included in: Service Management
Based on: P1701, P1702, P1702E,
P1704, P17041, P12071E,
P48201E, P12120E
•Equipment-centric workbench
•Drill down into details
•View upcoming PMs
•View repair history
•Enter meter reading
•View and attach photos
•View and add notes
•See map of equipment location
My Service Orders
Tablet and Smartphone
Role: Field Service Technician
Included in: Service Management
Based on: P48201, P48100,
P17100, P17730, P17732, &
P31113
•See technician’s service order list
•Drill down into details
•Update status and actual finish date
•View map of equipment location
•Issue parts and see labor details on
the tablet
•View photos of associated
equipment and service order
•View and add notes
Quick Case Entry
Smartphone
Role: Technician
Included in: Case Management
Based on: P17500E
•See list of cases by case assignee
and/or originator
•Drill down into details
•Read existing notes
•Enter a case “on the spot”
•View and add photos
Review Cases
Tablet
Role: Supervisor
Included in: Case Management
Based on: P17500
•Summarized view of cases by
priority and types of cases
•Interactive case counts include
open, escalated, today’s cases,
overdue and entitled cases
•Drill down into details
•Manage notes and photos
Review Team Service
Orders
Tablet and Smartphone
Role: Field Service Supervisor
Included in: Service Management
Based on: P48100, P17100,
P17730, & P17732
•Summarized view by site and by
assigned to
•Filter service orders and drill down
•Update status and dates
•View a map of the location
•Manage photos and notes
•View service order parts and labor
•Call customer contact on phone
Service Order Time
Entry
Tablet and Smartphone
Role: Field Service Technician
Included in: Service
Management
Based on: P311221
•Ability to enter time against
service orders
•View totals of time for past week
•Interactive graph and totals allow
user to drill down to details
•Search past timecards
•Able to filter and see processed
and unprocessed timecards
Template Meter
Reading
Tablet
Role: Technician
Included in: Capital Asset
Management & Service
Management
Based on: P12120U
•Enter meter readings for a
batch of equipment (meter
reading template)
•Enter up to 6 meters /
equipment
•Enter new reading or net
increase
•View and add notes
Financial Management
Contact Customer – Tablet and Smartphone
Contact Supplier – Smartphone
Customer Account Overview – Tablet and Smartphone
Expense Approval – Tablet and Smartphone
General Ledger Batch Approvals – Tablet and Smartphone
Invoice Batch Approvals – Tablet and Smartphone
Payment Batch Approvals – Tablet and Smartphone
Receipt Batch Approvals – Tablet and Smartphone
Voucher Batch Approvals – Tablet and Smartphone
Contact Customer
Tablet and Smartphone
Role: Sales Representative
Included in: Accounts Receivable
Based on: P03013
•Access phone numbers, e-mail,
and internet addresses available
for all the contacts for a customer
•View up to 20 of your customer’s
relevant category codes
•View a map to your customer’s
location
•Call or text contacts from your
phone
Customer Account
Overview
Tablet and Smartphone
Role: Sales Representative
Included in: Accounts Receivable
Based on: P03B218 and P03013
•View your customer’s account
information
•View a map to your customer’s
location
•Access phone numbers, e-mail,
and internet addresses available
for all the contacts for a customer
•Call or text contacts from your
phone
Contact Supplier
Smartphone
Role: Buyer
Included in: Accounts Payable
Based on: P04012
•See a list of all suppliers
•View address with ability to view
a map
•Call supplier or contact directly
from the application
•View all contact details for the
supplier
Expense Approval
Tablet and Smartphone
Role: Manager
Included in: Expense
Management
Based on: P09E2011
•View a graph of your employees
reports on the tablet
•Review expense reports for your
employees
•Review expense details
•View photos of receipts or other
documents and notes
•Approve or reject reports
General Ledger Batch
Approvals
Tablet and Smartphone
Role: Manager
Included in: General Ledger
Based on: P0011
•View the journal entry batches
that are in pending status
•Review documents in a batch
•Review line-level information for
a document
•Approve a journal entry batch
•View text attachments and
photos associated with each
journal entry line
Invoice Batch
Approvals
Tablet and Smartphone
Role: Manager
Included in: Accounts Receivable
Based on: P0011
•View the invoice batches that are
in pending status
•Review invoices in a batch
•Review line-level information for
an invoice
•Approve an invoice batch
•View text attachments and
photos associated with each
invoice
Payment Batch
Approvals
Tablet and Smartphone
Role: Manager
Included in: Accounts Payable
Based on: P0011
•View the payment batches that
are in pending status
•Review payments in a batch
•Review line-level information for
a payment
•Approve a payment batch
•View text attachments and
photos associated with each
payment
Receipt Batch
Approvals
Tablet and Smartphone
Role: Manager
Included in: Accounts Receivable
Based on: P0011
•View the receipt batches that are
in pending status
•Review receipts in a batch
•Review line-level information for
a receipt
•Approve a receipt batch
•View text attachments and
photos associated with each
receipt
Voucher Batch
Approvals
Tablet and Smartphone
Role: Manager
Included in: Accounts Payable
Based on: P0011
•View the voucher batches that
are in pending status
•Review vouchers in a batch
•Review line-level information for
a voucher
•Approve a voucher batch
•View text attachments and
photos associated with each
voucher
Health and Safety Incident Management
Health & Safety Incident Entry – Tablet and Smartphone
Health & Safety Scoreboard – Tablet and Smartphone
Health & Safety
Incident Entry
Tablet and Smartphone
Role: Employee
Included in: Health and Safety
Incident Management
Based on: P54HS30, P54HS00
•See list of employees’ incidents
•Quickly record what, when, and
where the incident took place
•Take photos and attach
•Record people
•Automatically record GPS
coordinates of incident
Health & Safety
Scoreboard
Tablet and Smartphone
Role: Safety Executive
Included in: Health and Safety
Incident Management
Based on: P54HS00
•Scoreboard (# of Days Since Last
Incident)
•Incident counts by incident type
•Interactive counts
•Interactive graphs on tablet
•Drill down into details
•View map of incident location
Human Resources Management
Contact Employee – Smartphone
Contact Employee
Smartphone
Role: Manager, Employee
Included in: Human Resources,
Time and Labor
Based on: P0801ORG
•Search for employees
•View contact information
•Initiate a call or text message
•View employee work location
•Access a location map
Manufacturing and Supply Chain
Management
Customer Order Overview – Tablet and Smartphone
Inventory Availability – Tablet and Smartphone
Product Price and Availability – Tablet and Smartphone
Quote Review and Release – Tablet and Smartphone
Sales Order Counts – Tablet and Smartphone
Sales Held Order Release – Tablet and Smartphone
Search Sales Order – Tablet and Smartphone
Warehouse Availability – Tablet
Customer Order
Overview
Tablet and Smartphone
Role: Sales Representative
Included in: Sales Order
Management
Based on: P42101, P42117,
P420111, P43070
•View counts for:
•Backorders
•Held Orders
•Open Orders
•Quote Orders
•View basic customer information
•Review details of the sales orders
Inventory Availability
Tablet and Smartphone
Role: Inventory Controller/
Personnel
Included in: Inventory
Management
Based on: P41202
•View inventory item availability
across
•Branch/Plants
•Lots
•Locations
•Search and select filter
capabilities
Product Price and
Availability
Tablet and Smartphone
Role: Sales Representative
Included in: Inventory
Management
Based on: P4101, P41202,
P4108, P4106, and P4074
•Search for and review
customer-specific:
•Price and Item Price
•Item Details and Availability
•Lot Locations
•Search and select filter
capabilities
Quote Review and
Release
Tablet and Smartphone
Role: Sales Representative
Included in: Sales Order
Management
Based on: P420111
•Search for and review sales
order quote information
•Release quantity
•Generate sales orders directly
from the quote
Sales Order Counts
Tablet and Smartphone
Role: Warehouse or
Branch/Plant Manager
Included in: Sales Order
Management
Based on: P42101 and P4210
• Determine which orders are
awaiting fulfillment in a specified
branch/plant
• View orders by:
• Status
• Hold Code
• Promised Ship Date
• Item
Sales Held Order
Release
Tablet and Smartphone
Role: Credit Manager
Included in: Sales Order
Management
Based on: P43070, P42050 and
P4210
• Review the percentage of sales
held orders by hold code
• Review order-level and line-
level details for sales held orders
• Release sales held orders
Search Sales Order
Tablet and Smartphone
Role: Sales Representatives
Included in: Sales Order
Management
Based on: P42101
• Search for sales orders using
filter criteria
• Review sales order information
• Review payment terms and
currency information
• Review address and location
details, and use navigational
features of the device for
delivery
Warehouse Availability
Tablet
Role: Warehouse Personnel
Included in: Warehouse
Management
Based on: P46230
•Inquiry capabilities into:
•Item/Location/Lot Availability
•Warehouse Location Detail
•License Plating Hierarchy
•Visibility of Loose Quantity
Project Management
Change Request Approvals – Tablet and Smartphone
Change Request Entry – Tablet and Smartphone
Field Progress Entry - Tablet
Field Account Progress Entry – Smartphone
Field Progress Equipment Entry – Smartphone
Field Progress Labor Entry – Smartphone
Field Status Review – Tablet and Smartphone
Job Progress Entry – Tablet
Job Schedule – Tablet
Project Status Review – Tablet and Smartphone
Project Time Entry – Tablet and Smartphone
Change Request
Approvals
Tablet and Smartphone
Role: Project Manager
Included in: Project Costing
Based on: P5310
•Update and approve change
requests for:
•Projects
•Contracts
•Subcontracts
•Search and select filter
capabilities
Change Request Entry
Tablet and Smartphone
Role: Project Manager
Included in: Project Costing
Based on: P5310
•Enter and update change
requests for:
•Projects
•Contracts
•Subcontracts
•Search and select filter
capabilities
Field Progress Entry
Tablet
Role: Project Manager
Included in: Project Costing
Based on: P510211, P12110,
P051128
•Enter employee time, as well as,
workers on crews for projects
•Enter non-labor equipment time
for projects
•Review and update account
progress for projects
•Search and select filter
capabilities
Field Account Progress
Smartphone
Role: Project Manager
Included in: Project Costing
Based on: P510211
•Filter to review a range of cost
codes
•Review and update account
progress for projects
Field Progress
Equipment Entry
Smartphone
Role: Project Manager
Included in: Project Costing
Based on: P12110
•Filter to review a range of cost
codes
•Enter non-labor equipment time
for projects
Field Progress Labor
Entry
Smartphone
Role: Project Manager
Included in: Time and Labor
Based on: P051128
•Filter to review a range of cost
codes
•Ability to view employees for a
crew
•Enter employee time as well as
workers on crews for projects
Field Status Review
Tablet and Smartphone
Role: Project Manager
Included in: Project Costing
Based on: P512000
•Review project financial
information by cost code
•Filter to review a range of cost
codes
Job Schedule (Manage
Cost Code Schedule)
Tablet
Role: Project Manager
Included in: Project Costing
Based on: P51901
•Review and update the planned
and actual start and finish dates
for each cost code for a project
•Search and Select filter
capabilities
Project Status Review
Tablet and Smartphone
Role: Project Manager
Included in: Project Costing
Based on: P512000
•Review project financial
information
•Filter to review a range of cost
codes
Project Time Entry
Tablet and Smartphone
Role: Project Personnel
Included in: Project Costing and
Time and Labor
Based on: P051127 and P051125
• Enter, review, update and
submit project and non-project
timecards
• View a list of recently-used
timecard accounts, which can be
selected and used during time
entry
• Search for and select project
accounts for use during time
entry
Supply Management
Purchase Order Approvals – Tablet and Smartphone
Requisition Self Service Approvals – Tablet and Smartphone
Purchase Order
Approvals
Tablet and Smartphone
Role: Purchase Order Approver
Included in: Procurement and
Subcontract Management
Based on: P43081
•See list of purchase orders awaiting
your approval
•Graphical view of pending orders on
the tablet
•Quickly review the type of orders,
employee who entered it, the
supplier and total amount of the
order
•View notes associated with the
order
•Easily approve or reject the order
Requisition Self Service
(RSS) Approvals
Tablet and Smartphone
Role: Requisition Approver
Included in: Requisition Self
Service
Based on: : P43E82, P43E15,
P43E10
•See list of employees’ requisitions
awaiting your approval
•Quickly review who ordered
what, total cost, and justification
•Easily approve or reject the
requisition
Summary
• 83 total mobile applications:
• Role based
• Fit for purpose – task oriented
• Modern user experience
• Mobilizing business processes
• Simple to deploy
• Companion applications
• Stay tuned,
more to come . . .
Accelerate Business Execution with
JD Edwards Mobile Applications
Mel DeLellis
Principal Sales Consultant
Oracle Corporation

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Accelerate Business Execution with JD Edwards EnterpriseOne Mobile Applications

  • 1. Accelerate Business Execution with JD Edwards Mobile Applications Mel DeLellis Principal Sales Consultant Oracle Corporation
  • 2. Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
  • 3. ThingsMobileWeb The Enterprise Evolution The New Normal Mainframe Client/Server
  • 4. Mobile Enterprise Challenges In Pursuit of Productivity and Connectivity • Technology evolving at consumer pace • User expectations are high • IT slow to adopt
  • 5. JD Edwards EnterpriseOne Mobile Solution MOBILE APPLICATIONS MOBILE EVERYWHERE
  • 7. JD Edwards EnterpriseOne Mobile Enterprise Applications Rapid market delivery, simplified deployment Powered by Oracle Mobile Application Framework (MAF) & JD Edwards EnterpriseOne Application Interfaces Services (AIS) Server
  • 8. Mobile Enterprise Applications Product Areas • Asset Lifecycle Management • Customer Relationship Management • Financial Management • Health and Safety Incident Management • Human Resources Management • Manufacturing and Supply Chain Management • Project Management • Supply Management
  • 9. JD Edwards EnterpriseOne Mobile Enterprise Applications February 2014 (13) • Contact Customer for Tablet & Smartphone • Customer Account Overview for Tablet & Smartphone • Health & Safety Scoreboard for Tablet & Smartphone • Manage Equipment for Tablet & Smartphone • Manage My Work Orders for Tablet & Smartphone • Quick Case Entry for Smartphone • Report Health & Safety Incident for Smartphone • Template Meter Readings for Tablet
  • 10. JD Edwards EnterpriseOne Mobile Enterprise Applications April 2014 (20) • Contact Employee for Smartphone • Contact Supplier for Smartphone • Create Service Order for Tablet • Create Work Order for Tablet • Expense Approval for Tablet & Smartphone • Manage Cases for Smartphone • Manage Customer Equipment for Tablet & Smartphone • Manage My Service Orders for Tablet & Smartphone • Review Cases for Tablet • Review Team Service Orders for Tablet & Smartphone • Review Team Work Orders for Tablet & Smartphone • Service Work Order Time Entry for Tablet & Smartphone • Work Order Time Entry for Tablet & Smartphone
  • 11. JD Edwards EnterpriseOne Mobile Enterprise Applications July 2014 (24) • Change Request Approval for Tablet & Smartphone • Change Request Entry for Tablet & Smartphone • Customer Order Overview for Tablet & Smartphone • Field Progress Entry for Tablet • Field Account Progress Entry Smartphone • Field Progress Equipment Entry for Smartphone • Field Progress Labor Entry for Smartphone • Field Status Review for Tablet & Smartphone • Inventory Availability for Tablet & Smartphone • Job Progress Entry for Tablet • Job Schedule for Tablet • Project Status Review for Tablet & Smartphone • Purchase Order Approvals for Tablet & Smartphone • Requisition Self Service Approval for Tablet & Smartphone • Report an Incident for Tablet • Warehouse Availability for Tablet
  • 12. JD Edwards EnterpriseOne Mobile Enterprise Applications 12 October 2014 (8) •General Ledger Batch Approvals for Tablet & Smartphone •Invoice Batch Approvals for Tablet & Smartphone •Receipts Batch Approvals for Tablet & Smartphone •Voucher Batch Approvals for Tablet & Smartphone Click icon to add picture
  • 13. JD Edwards EnterpriseOne Mobile Enterprise Applications January 2015 (16) • Condition-Based Maintenance Alerts for Tablet & Smartphone • Payment Batch Approvals for Tablet & Smartphone • Product Price and Availability for Tablet & Smartphone • Project Time Entry for Tablet & Smartphone • Quote Review and Release for Tablet & Smartphone • Sales Held Order Release for Tablet & Smartphone • Sales Order Counts for Tablet & Smartphone • Search Sales Order for Tablet & Smartphone
  • 15. JD Edwards EnterpriseOne 9.0 First ERP Suite With Full Support on the iPad! Highlights • All EnterpriseOne applications • Browser based • Leverage EnterpriseOne tools • Application-specific gestures • Context-sensitive keyboard • Specialized functionality
  • 16. Chrome Browser on Android Tablet 16 •Run all EnterpriseOne apps •Touch and EnterpriseOne gestures •Native maps support •One View reporting •Media object support •7 or 10 inch tablets Another Tablet Option Tools 9.1.4
  • 17. JD Edwards EnterpriseOne for iPad Hybrid Application available on Apple App Store  All E1 applications  JD Edwards Container App  Available from Apple App Store  Native look and feel  Integrates with map and camera  See it on the JDE You Tube Channel http://www.youtube.com/TheOracleJDEdwards
  • 18. Smarter … Native Watchlists ... Native Row and Form Exits More Native iPad features…
  • 19. Multi media attachments… Scratchpad and Signatures More Use Cases…
  • 20. Asset Lifecycle Management Condition-Based Maintenance – Tablet and Smartphone Create Work Order – Tablet Equipment Work Order Time Entry – Tablet and Smartphone Manage Equipment – Tablet and Smartphone My Work Orders – Tablet and Smartphone Review Team Work Orders – Tablet and Smartphone Template Meter Reading – Tablet
  • 21. Condition-Based Maintenance Tablet and Smartphone Role: Maintenance Technicians and Supervisors Included in: Capital Asset Management Based on: P1310 & P1311 •Enter alert information •Send notification alert messages •Respond to alerts •Initiate an investigation request •Generate alert-related work orders •Update the preventative maintenance schedule
  • 22. Create Work Order Tablet • For the Tablet Role: Maintenance Technician Included in: Capital Asset Management Based on: P48201 & P17714 •Filter and view list of work orders •Create new work orders •Enter core information, notes, and photos •Update equipment status
  • 23. Equipment Work Order Time Entry Tablet and Smartphone Role: Maintenance Technician Included in: Capital Asset Management Based on: P051121 •Ability to enter time against equipment work orders •View totals of time for past week •Interactive graph and totals allow user to drill down to details •Search past timecards •Able to filter and see locked and unlocked timecards
  • 24. Manage Equipment Tablet and Smartphone Role: Maintenance Supervisor/ Technician Included in: Capital Asset Management Based on: P1701, P1702E •Search for equipment •Drill down into details •Equipment details •Upcoming PMs •Repair history •Enter meter reading on tablet •View and attach photos •View and add notes •See map of equipment location
  • 25. My Work Order Tablet and Smartphone Role: Technician Included in: Capital Asset Management Based on: P48100 & P17100 •See list of technicians’ work orders •Drill down into details •Map of equipment location •View photos of associated equipment and work order •View and add notes
  • 26. Review Team Work Orders Tablet and Smartphone Role: Maintenance Supervisor Included in: Capital Asset Management Based on: P48100, P17100, P17730, P17732, & P31113 •Summarized view by site and by assigned to •Filter work orders and drill down •Update status and dates •View a map of the location •Manage photos and notes •View work order parts and labor •Call customer contact on phone
  • 27. Template Meter Reading Tablet Role: Technician Included in: Capital Asset Management & Service Management Based on: P12120U •Enter meter readings for a batch of equipment (meter reading template) •Enter up to 6 meters / equipment •Enter new reading or net increase •View and add notes
  • 28. Customer Relationship Management Create Service Order – Tablet Customer Order Overview – Tablet and Smartphone Manage Cases – Smartphone Manage Customer Equipment – Tablet and Smartphone My Service Orders – Tablet and Smartphone Quick Case Entry – Smartphone Review Cases – Tablet Review Team Service Orders – Tablet and Smartphone Service Order Time Entry – Tablet and Smartphone Template Meter Reading – Tablet
  • 29. Create Service Order Tablet Role: Field Service Technician Included in: Service Management Based on: P17714 •Filter and view list of service orders •Create new service orders •Enter core information, notes, and photos •Description, equipment, failure, site/customer, assigned to, supervisor, priority, and requested finish date •Update equipment status
  • 30. Customer Order Overview Tablet and Smartphone Role: Sales Representative Included in: Sales Order Management Based on: P42101, P42117, P420111, P43070 •View counts for: •Backorders •Held Orders •Open Orders •Quote Orders •View basic customer information •Review details of the sales orders
  • 31. Manage Cases Smartphone Role: Supervisor Included in: Case Management Based on: P17500, P90CG501, P17501E, P1704 •List of cases allows user to drill down and view case details •See core case information •Manage case photos
  • 32. Manage Customer Equipment Tablet and Smartphone Role: Field Service Technician Included in: Service Management Based on: P1701, P1702, P1702E, P1704, P17041, P12071E, P48201E, P12120E •Equipment-centric workbench •Drill down into details •View upcoming PMs •View repair history •Enter meter reading •View and attach photos •View and add notes •See map of equipment location
  • 33. My Service Orders Tablet and Smartphone Role: Field Service Technician Included in: Service Management Based on: P48201, P48100, P17100, P17730, P17732, & P31113 •See technician’s service order list •Drill down into details •Update status and actual finish date •View map of equipment location •Issue parts and see labor details on the tablet •View photos of associated equipment and service order •View and add notes
  • 34. Quick Case Entry Smartphone Role: Technician Included in: Case Management Based on: P17500E •See list of cases by case assignee and/or originator •Drill down into details •Read existing notes •Enter a case “on the spot” •View and add photos
  • 35. Review Cases Tablet Role: Supervisor Included in: Case Management Based on: P17500 •Summarized view of cases by priority and types of cases •Interactive case counts include open, escalated, today’s cases, overdue and entitled cases •Drill down into details •Manage notes and photos
  • 36. Review Team Service Orders Tablet and Smartphone Role: Field Service Supervisor Included in: Service Management Based on: P48100, P17100, P17730, & P17732 •Summarized view by site and by assigned to •Filter service orders and drill down •Update status and dates •View a map of the location •Manage photos and notes •View service order parts and labor •Call customer contact on phone
  • 37. Service Order Time Entry Tablet and Smartphone Role: Field Service Technician Included in: Service Management Based on: P311221 •Ability to enter time against service orders •View totals of time for past week •Interactive graph and totals allow user to drill down to details •Search past timecards •Able to filter and see processed and unprocessed timecards
  • 38. Template Meter Reading Tablet Role: Technician Included in: Capital Asset Management & Service Management Based on: P12120U •Enter meter readings for a batch of equipment (meter reading template) •Enter up to 6 meters / equipment •Enter new reading or net increase •View and add notes
  • 39. Financial Management Contact Customer – Tablet and Smartphone Contact Supplier – Smartphone Customer Account Overview – Tablet and Smartphone Expense Approval – Tablet and Smartphone General Ledger Batch Approvals – Tablet and Smartphone Invoice Batch Approvals – Tablet and Smartphone Payment Batch Approvals – Tablet and Smartphone Receipt Batch Approvals – Tablet and Smartphone Voucher Batch Approvals – Tablet and Smartphone
  • 40. Contact Customer Tablet and Smartphone Role: Sales Representative Included in: Accounts Receivable Based on: P03013 •Access phone numbers, e-mail, and internet addresses available for all the contacts for a customer •View up to 20 of your customer’s relevant category codes •View a map to your customer’s location •Call or text contacts from your phone
  • 41. Customer Account Overview Tablet and Smartphone Role: Sales Representative Included in: Accounts Receivable Based on: P03B218 and P03013 •View your customer’s account information •View a map to your customer’s location •Access phone numbers, e-mail, and internet addresses available for all the contacts for a customer •Call or text contacts from your phone
  • 42. Contact Supplier Smartphone Role: Buyer Included in: Accounts Payable Based on: P04012 •See a list of all suppliers •View address with ability to view a map •Call supplier or contact directly from the application •View all contact details for the supplier
  • 43. Expense Approval Tablet and Smartphone Role: Manager Included in: Expense Management Based on: P09E2011 •View a graph of your employees reports on the tablet •Review expense reports for your employees •Review expense details •View photos of receipts or other documents and notes •Approve or reject reports
  • 44. General Ledger Batch Approvals Tablet and Smartphone Role: Manager Included in: General Ledger Based on: P0011 •View the journal entry batches that are in pending status •Review documents in a batch •Review line-level information for a document •Approve a journal entry batch •View text attachments and photos associated with each journal entry line
  • 45. Invoice Batch Approvals Tablet and Smartphone Role: Manager Included in: Accounts Receivable Based on: P0011 •View the invoice batches that are in pending status •Review invoices in a batch •Review line-level information for an invoice •Approve an invoice batch •View text attachments and photos associated with each invoice
  • 46. Payment Batch Approvals Tablet and Smartphone Role: Manager Included in: Accounts Payable Based on: P0011 •View the payment batches that are in pending status •Review payments in a batch •Review line-level information for a payment •Approve a payment batch •View text attachments and photos associated with each payment
  • 47. Receipt Batch Approvals Tablet and Smartphone Role: Manager Included in: Accounts Receivable Based on: P0011 •View the receipt batches that are in pending status •Review receipts in a batch •Review line-level information for a receipt •Approve a receipt batch •View text attachments and photos associated with each receipt
  • 48. Voucher Batch Approvals Tablet and Smartphone Role: Manager Included in: Accounts Payable Based on: P0011 •View the voucher batches that are in pending status •Review vouchers in a batch •Review line-level information for a voucher •Approve a voucher batch •View text attachments and photos associated with each voucher
  • 49. Health and Safety Incident Management Health & Safety Incident Entry – Tablet and Smartphone Health & Safety Scoreboard – Tablet and Smartphone
  • 50. Health & Safety Incident Entry Tablet and Smartphone Role: Employee Included in: Health and Safety Incident Management Based on: P54HS30, P54HS00 •See list of employees’ incidents •Quickly record what, when, and where the incident took place •Take photos and attach •Record people •Automatically record GPS coordinates of incident
  • 51. Health & Safety Scoreboard Tablet and Smartphone Role: Safety Executive Included in: Health and Safety Incident Management Based on: P54HS00 •Scoreboard (# of Days Since Last Incident) •Incident counts by incident type •Interactive counts •Interactive graphs on tablet •Drill down into details •View map of incident location
  • 52. Human Resources Management Contact Employee – Smartphone
  • 53. Contact Employee Smartphone Role: Manager, Employee Included in: Human Resources, Time and Labor Based on: P0801ORG •Search for employees •View contact information •Initiate a call or text message •View employee work location •Access a location map
  • 54. Manufacturing and Supply Chain Management Customer Order Overview – Tablet and Smartphone Inventory Availability – Tablet and Smartphone Product Price and Availability – Tablet and Smartphone Quote Review and Release – Tablet and Smartphone Sales Order Counts – Tablet and Smartphone Sales Held Order Release – Tablet and Smartphone Search Sales Order – Tablet and Smartphone Warehouse Availability – Tablet
  • 55. Customer Order Overview Tablet and Smartphone Role: Sales Representative Included in: Sales Order Management Based on: P42101, P42117, P420111, P43070 •View counts for: •Backorders •Held Orders •Open Orders •Quote Orders •View basic customer information •Review details of the sales orders
  • 56. Inventory Availability Tablet and Smartphone Role: Inventory Controller/ Personnel Included in: Inventory Management Based on: P41202 •View inventory item availability across •Branch/Plants •Lots •Locations •Search and select filter capabilities
  • 57. Product Price and Availability Tablet and Smartphone Role: Sales Representative Included in: Inventory Management Based on: P4101, P41202, P4108, P4106, and P4074 •Search for and review customer-specific: •Price and Item Price •Item Details and Availability •Lot Locations •Search and select filter capabilities
  • 58. Quote Review and Release Tablet and Smartphone Role: Sales Representative Included in: Sales Order Management Based on: P420111 •Search for and review sales order quote information •Release quantity •Generate sales orders directly from the quote
  • 59. Sales Order Counts Tablet and Smartphone Role: Warehouse or Branch/Plant Manager Included in: Sales Order Management Based on: P42101 and P4210 • Determine which orders are awaiting fulfillment in a specified branch/plant • View orders by: • Status • Hold Code • Promised Ship Date • Item
  • 60. Sales Held Order Release Tablet and Smartphone Role: Credit Manager Included in: Sales Order Management Based on: P43070, P42050 and P4210 • Review the percentage of sales held orders by hold code • Review order-level and line- level details for sales held orders • Release sales held orders
  • 61. Search Sales Order Tablet and Smartphone Role: Sales Representatives Included in: Sales Order Management Based on: P42101 • Search for sales orders using filter criteria • Review sales order information • Review payment terms and currency information • Review address and location details, and use navigational features of the device for delivery
  • 62. Warehouse Availability Tablet Role: Warehouse Personnel Included in: Warehouse Management Based on: P46230 •Inquiry capabilities into: •Item/Location/Lot Availability •Warehouse Location Detail •License Plating Hierarchy •Visibility of Loose Quantity
  • 63. Project Management Change Request Approvals – Tablet and Smartphone Change Request Entry – Tablet and Smartphone Field Progress Entry - Tablet Field Account Progress Entry – Smartphone Field Progress Equipment Entry – Smartphone Field Progress Labor Entry – Smartphone Field Status Review – Tablet and Smartphone Job Progress Entry – Tablet Job Schedule – Tablet Project Status Review – Tablet and Smartphone Project Time Entry – Tablet and Smartphone
  • 64. Change Request Approvals Tablet and Smartphone Role: Project Manager Included in: Project Costing Based on: P5310 •Update and approve change requests for: •Projects •Contracts •Subcontracts •Search and select filter capabilities
  • 65. Change Request Entry Tablet and Smartphone Role: Project Manager Included in: Project Costing Based on: P5310 •Enter and update change requests for: •Projects •Contracts •Subcontracts •Search and select filter capabilities
  • 66. Field Progress Entry Tablet Role: Project Manager Included in: Project Costing Based on: P510211, P12110, P051128 •Enter employee time, as well as, workers on crews for projects •Enter non-labor equipment time for projects •Review and update account progress for projects •Search and select filter capabilities
  • 67. Field Account Progress Smartphone Role: Project Manager Included in: Project Costing Based on: P510211 •Filter to review a range of cost codes •Review and update account progress for projects
  • 68. Field Progress Equipment Entry Smartphone Role: Project Manager Included in: Project Costing Based on: P12110 •Filter to review a range of cost codes •Enter non-labor equipment time for projects
  • 69. Field Progress Labor Entry Smartphone Role: Project Manager Included in: Time and Labor Based on: P051128 •Filter to review a range of cost codes •Ability to view employees for a crew •Enter employee time as well as workers on crews for projects
  • 70. Field Status Review Tablet and Smartphone Role: Project Manager Included in: Project Costing Based on: P512000 •Review project financial information by cost code •Filter to review a range of cost codes
  • 71. Job Schedule (Manage Cost Code Schedule) Tablet Role: Project Manager Included in: Project Costing Based on: P51901 •Review and update the planned and actual start and finish dates for each cost code for a project •Search and Select filter capabilities
  • 72. Project Status Review Tablet and Smartphone Role: Project Manager Included in: Project Costing Based on: P512000 •Review project financial information •Filter to review a range of cost codes
  • 73. Project Time Entry Tablet and Smartphone Role: Project Personnel Included in: Project Costing and Time and Labor Based on: P051127 and P051125 • Enter, review, update and submit project and non-project timecards • View a list of recently-used timecard accounts, which can be selected and used during time entry • Search for and select project accounts for use during time entry
  • 74. Supply Management Purchase Order Approvals – Tablet and Smartphone Requisition Self Service Approvals – Tablet and Smartphone
  • 75. Purchase Order Approvals Tablet and Smartphone Role: Purchase Order Approver Included in: Procurement and Subcontract Management Based on: P43081 •See list of purchase orders awaiting your approval •Graphical view of pending orders on the tablet •Quickly review the type of orders, employee who entered it, the supplier and total amount of the order •View notes associated with the order •Easily approve or reject the order
  • 76. Requisition Self Service (RSS) Approvals Tablet and Smartphone Role: Requisition Approver Included in: Requisition Self Service Based on: : P43E82, P43E15, P43E10 •See list of employees’ requisitions awaiting your approval •Quickly review who ordered what, total cost, and justification •Easily approve or reject the requisition
  • 77. Summary • 83 total mobile applications: • Role based • Fit for purpose – task oriented • Modern user experience • Mobilizing business processes • Simple to deploy • Companion applications • Stay tuned, more to come . . .
  • 78. Accelerate Business Execution with JD Edwards Mobile Applications Mel DeLellis Principal Sales Consultant Oracle Corporation