jd edwards & peoplesoft 1 | john schiff | jd edwards upgrade to the 9s.pdf
Post on 19-Oct-2014
1.837 views
DESCRIPTION
TRANSCRIPT
1
<Insert Picture Here>
Upgrade to the 9’s!
John Schiff - Vice President Oracle Applications
3
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.
4
Agenda
• Upgrade Activity
• Upgrade Drivers
• ROI Tool
• Upgrade Value Proposition Tool
• Business Case Samples
• Customer White Papers
• Resources
55
9
Get to the 9‟s
2011: The year of the Upgrade
6
Announcing! New Premier Support Timeline for the Nines
Release 9.0 Update 2
Nov. 2010 - Nov. 2015 (Premier Support)
Nov. 2015 - Nov. 2018 (Extended Support)
Release A9.2 Update 1
May 2010 - May 2015 (Premier Support)
May 2015 - May 2018 (Extended Support)
Enterprise One 9.0.2 and World A9.2.1 are now being treated as new major releases
•They follow the standard 5 year premier + 3 year extended support model
•Can be applied as updates to existing EnterpriseOne 9.0 and World A9.2 installs
Customers Moving to the Latest Releases
Xe 8.0 8.9 8.10 8.11 8.12
JD Edwards EnterpriseOne Release
Custo
mers
on S
pecific
Re
lease
January 2005
May 2011
JD Edwards EnterpriseOne
9.0
Based on Support Service Requests
50 %
Customers Moving to the Latest ReleasesJD Edwards World
January 2005
May 2011
A7.3 A8.1 A9.1
JD Edwards World Release
Custo
mers
on S
pecific
Re
lea
se
A9.2
Based on Support Service Requests
100%
48% JD Edwards EnterpriseOne customers working with
release 9.0
1700+Downloads for the Tools release
8.98 Update 4 as of March 1, 2011
32% JD Edwards World customers working with current
releases (A9.1 and A9.2)
Continued Momentum Forward to New ReleasesBy the Numbers – Extensive Upgrades and Migrations
Data as of June 2011
10
<Insert Picture Here>
“Clark Construction upgraded from JD Edwards World
A7.3 to A9.2 to take advantage of new functionality such
as the export capabilities, the new user interface and
database enhancements positioning us for future
upgrades.”
Clark Construction
Jan WithersDirector of Software Engineering
11
<Insert Picture Here>
“DNE World Fruit Sales upgraded from EnterpriseOne
8.11 to EnterpriseOne 9.0 in 10 weeks and 4 days and
under budget; exceeding all expectations. We are now
benefiting from various enhancements and continued
Premier Support.”
DNE World Fruit Sales
Deborah RiveraProgrammer/Manager
Value. Business Drivers
Upgrade Value Building your Business Case
New applications for competitive advantage
Functional enhancements
Technical improvements/Web
Support dates /tax and regulatory
Mergers, acquisitions, common process model
Eliminate custom code
Opportunity to re-engineer business processes,
eliminate manual work
Get to 9
FY 11 planned
New EnterpriseOne and World Applications
Fulfillment
Management
Purchase Card
Management
EnterpriseOne EnterpriseOne World
Efficient collection of items
Product delivery optimized
Apparel
Management
Efficient collection of items
Product delivery optimized
Up to a 70% reduction in the cost of
processing small dollar invoices
Upgrade Value Building your Business Case
New applications for competitive advantage
Functional enhancements
Technical improvements/Web
Support dates /tax and regulatory
Mergers, acquisitions, common process model
Eliminate custom code
Opportunity to re-engineer business processes,
eliminate manual work
Get to 9
JD Edwards EnterpriseOne
Financial Management - EnterpriseOneComprehensive Money Control Across Your Enterprise
8.9
Ledger type master setup
Check number management
PPD payment formats
Delinquency management
8.10
Cash Forecasting
Advanced Budgeting and Forecasting
Expense Management Configurable Per Diem
Advanced Cost Accounting Drill Down to G/L
8.11A/R and A/P netting
Automatic bank statement processing
Pay When Paid sub-contractor controls
8.12Financial Management and Compliance Console
Asset depreciation account postcode
Fixed asset post books proceeds to tax ledgers
9.0
Business unit, job, project , account life cycle control
Financial burdening with unlimited categories
Advanced variable numerator allocations
Financial data relationships
EnterpriseOne Human Capital ManagementComprehensive Employee Management
8.9Graphic organizational charting
COBRA notifications
Employee self-service wizard
8.10
New Module: eRecruit
Enhanced employee profile
Union pay rate synchronization
Historical payroll register
8.11Personal data protection
Resource assignments
State common paymaster
8.12Advanced leave tracking
Employee Scheduling
Date effective PDBAs
9.0Timecard Corrections
Total Time Accounting
Component Pay
Manufacturing and EngineeringComprehensive Capabilities for Process, Discrete Production
8.9
New Module: Engineer to Order
Configurator Segment Length/Number of Segments
Advanced Lot Control
Dual UOM (Catch Weight)
8.10
New Module: Supplier Release Scheduling
Kanban – Multi Tiered, Ad Hoc
Forecast Consumption by Customer
ETO – Multi Facility PRP
8.11New Module: Demand Flow® Manufacturing
New Module: Lean Execution
Purchased Item Detail Product Costing
8.12Demand Planning: Demantra Integration
New Module: Plant Manager‟s Dashboard
9.0Dynamic Configurator
Design to Release: Agile PLM Integration
24/7 Manufacturing Accounting
Supply Chain ExecutionProcurement
8.11Lean procurement
Kanban processing
New: Requisition SS
Punch out capabilities to supplier
website
Receiving requisition
8.12New: Operational Sourcing
Bid Sourcing Portal
Bid Workbench
Award Events
9.0 Enhanced expense and inventory with PO flexibility
8.10
New: Buyer Workspace
Supplier Collaboration
Configurable Alerts
Inquiries
Supplier Performance
Kanban
New Module: Supplier Release
Scheduling
8.9
Usability Enhancements
Workflow Messaging
Configured PO
New: Engineer to Order
Stock based commitments
Cascading receipts
Dual UOM
Sales Order ManagementComprehensive Order to Cash
8.9
Sales order audit logging and approval
Dual unit of measure
Flexible sales commissions
Customer segment-based selling
Date-sensitive customer sets
Matrix order entry
Returned material authorizations
8.10New Module: Customer Self Service
Performance improvements
8.11
Customer service order entry
Proposal generation
Automated credit order checking/credit hold release
Multiple blanket order release
Release held orders by parent
9.0Kit component level processing
Kit integrity and balancing
8.12 Ship confirm additional line entry
Food and Beverage ProducersIntegrated Field to Factory Agricultural Business Solutions
9.0
Additions to all three F+B modules including:
Scheduling for harvest activities
Calculate maturity dates
Speed application for weigh tags
Track QA samples
8.12
New with Release 8.12
New Module: Grower Management – Track land and crop attributes and
farming practices to duplicate successful techniques
New Module: Grower Pricing and Payments – Improve visibility and
control over contracts with growers to support compliance
New Module: Blend Management – Establish and maintain lot quality by
tracking attributes
from source of supply to finished product
JD Edwards World
Financial Management
Including Cross Industries Applications
7.3Positive Pay for Accounts Payable
Statement of Cash Flows
Accounts Payable ApprovalsA8.1
Configurable Inter-companies
Improved Financial Integrities
Currency Enable for Contract/Service Billing
Positive Pay for Accounts Payable
Statement of Cash Flows
Accounts Payable Approvals
A9.2
New Module: Purchase Card Management
Address Book Consolidations
Enhanced Importing Across Financials
Emailing Exported Financial Reports
A9.1
Enhanced Address Book System
Enable/Disable an Address Book Number
Approvals Management in Address Book
Segregation of Duties Reporting
Attachment Links
24
Human Capital ManagementIntegrated Workforce Management
7.3Separate Check Pay Types
DBA Balance Transfer
Self Service – Federal W-4
8.1Public Sector Enhancements
Leave Balance Update
Leave Docking
9.1Positive Pay Processing
Spousal Life Premium Calculation
Employee Self Service Usability
9.2
Advanced Labor Reclass
History Adjustment Interim
Contract Calendar Enhancements
Timecard Upload – Labor Distribution
Distribution ManagementComprehensive and Complete Distribution Solution
7.3Advanced Pricing
Advanced Warehouse Management
Energy & Chemical Systems/Load and Delivery
8.1Sales Commitment Workbench
Warehouse Management Cross-docking
Vendor Managed Inventory
9.1
Service & Warranty Management
As-Of for Received not Vouchered Reconciliation
Inventory As-Of Summarization Table
9.2
Batch Ship Confirm
Reverse Ship Confirm
Enhanced Sales Repost
Z-file Processing for Inventory Master Files
Manufacturing ManagementComplete and Integrated Mixed-Mode Manufacturing
7.3Process Manufacturing
Sales Configurator
Plant & Equipment Maintenance
8.1Repetitive Manufacturing/Kanban
Quality Management
Advanced Forecasting
9.1Advanced Lot Control
MRP Auto Message Processing
Enhanced Lean Processes
9.2
Order-less Processing
Work Order Ledger
Forecast Cross-reference/Extract Item History
Auto Calendar Generation
Upgrade Value Building your Business Case
New applications for competitive advantage
Functional enhancements
Technical improvements/Web
Support dates /tax and regulatory
Mergers, acquisitions, common process model
Eliminate custom code
Get to 9Opportunity to re-engineer business processes,
eliminate manual work
Ongoing Investments in Tools
JD Edwards EnterpriseOne Tools 8.98
User Experience
User productivity increased with improved look and feel and screen display
organization
Users rapidly generate more relevant and detailed reports for business operational
needs
Lower Total Cost of Ownership
Further reduce total cost of ownership with better administration of batch jobs,
faster installations and easier customization roll out
Leverage Oracle VM and Oracle BI Publisher
EnterpriseOne Web Client InterfaceMaximum Flexibility and Superior Usability!
Saved Query• allows filter and QBE
values to be recalled
Visual Assist
• find valid values
Extensive Help
• context sensitive field level
help, screen level help,
documentation, and web-
based training
Query By Example
(QBE)
• <, >, = operators
• wildcard searches
• combine to create complex
queries
• provides end-user access
to information
User Defined Display
Format
• column order
• sort sequence
• fonts/color
• highlight columns
Import/Export
• Excel, Word, CSV
Keyboard Shortcuts
• 90+ “hot keys”
Attachments
• attach free-form text,
images, scans, web links,
office documents
User Friendly
• user defined field and
column labels
• web “hyperlinks”
• clear button labels
A91 Sign-on screen
Java client deployment – faster, crisper, more functional
Support for Windows client
“Swan” colors
Intermixes with green screen environment
Function keys or point-and-click
Links to Support, Documentation, email, URL‟s, & World Resources
Action code & field specific help buttons
Print to local printer
Dynamic Build for consistency, flexibility, maintainability
Dynamic pop ups to help reduce the need for customization
Parameterized URL
JD Edwards World
© 2006 Oracle Corporation – Proprietary and Confidential
World Electronic Document DistributionStreamline communications throughout your business ecosystem
• Distribute World output
• Interactive / DREAM Writer / World Writer
• Create mailing lists and preconfigured routings
• Attach documents to Email templates or ad hoc
• Simple Bursting
• Email or FTP or...
• Gateway to advanced publishing in Oracle Business Intelligence Publisher
Batch
Export
Batch
Export
Batch
Distribution
EDD supports simple bursting based on Address Number
World
Burst
EDD Batch Distribution
sends completed email or FTP to
recipients
Batch (Spooled File) Export produces a file from the report
• A Distribution Profile provides distribution parameters
• Optional email list provides recipients
• Optional email template provides subject & body
• Optional transformation template can reformat XML output
Run DREAM Writer or World Writer Report,
Export to XML
© Oracle Corporation – Proprietary and Confidential
BI Publisher for EnterpriseOne and World
Upgrade Value Building your Business Case
New applications for competitive advantage
Functional enhancements
Technical improvements/Web
Support dates /tax and regulatory
Mergers, acquisitions, common process model
Eliminate custom code
Opportunity to re-engineer business processes,
eliminate manual work
Get to 9
Oracle Recommendations for JD Edwards UpgradesFor Current JD Edwards EnterpriseOne Customers
OnRelease
Premier SupportEnd Date
Eligible for Extended Support
Oracle
RecommendsProject Notes and Ideas
Xe8.0
Dec 2013 No 9.0.2 Begin upgrade project now
New functionality, web user interface, major architectural changes
8.9 Sep 2008 No 9.0.2 Begin upgrade project now
New functionality, web user interface, major architectural changes
8.10 Jun 2009 No 9.0.2 Begin upgrade project now
New functionality, web user interface, major architectural changes
8.11 Dec 2009 Dec 2012 9.0.2 Begin upgrade project now
Low level of effort to move to 9.0.2
8.12 Apr 2011 Apr 2014 9.0.2
or
9.1 (planned)
Upgrade to 9.0.2 – Low level of effort
Option No. 2 - Purchase Extended Support and plan upgrade to 9.1
9.0 Sep 2013 Sep 2016 Take update 2 Deploy update 2 to extend support window
9.0.2 Nov 2015 Nov 2018 Stay current Upgrade to 9.1 when available
Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
Oracle Recommendations for JD Edwards UpgradesFor Current JD Edwards World Customers
On
Release
Premier SupportEnd Date
Eligible for Extended Support
Oracle
RecommendsProject Notes and Ideas
A7.3 Dec 2013 No JDE E1 9.0.2
or
A9.2
Begin upgrade project now
New functionality, web user interface
Business decision – Upgrade to EnterpriseOne 9.0.2 or World A9.2
A8.1 Dec 2013 No JDE E1 9.0.2
or
A9.2
Begin upgrade project now
New functionality, web user interface
Business decision – Upgrade to EnterpriseOne 9.0.2 or World A9.2
A9.1 Apr 2012 Apr 2015 JDE E1 9.0.2
or
A9.2
Option 1 - Upgrade to EnterpriseOne 9.0.2
Option 2 – Easy upgrade to A9.2.1 with new functionality
Option 3 – Purchase extended support; then upgrade to A9.3
A9.2 Apr 2014 Apr 2017 Take update 1 Deploy A9.2 Update 1 to extend support window
A9.2.1 May 2015 May 2018 Stay current Upgrade to A9.3 when available
Roadmap subject to change without notice. The above is intended for information purposes
and may not be incorporated into a contract.
Feature Premier
Support
Extended
Support
Sustaining
Support
Major Product and Technology Releases
Technical Support
Access to Knowledge Base
(MetaLink/SupportWeb)
Updates, Fixes and Security Alerts Pre-existing Only
Tax, Legal and Regulatory Updates No
Upgrade Scripts No
Certification with existing Third Party
Products/Versions No
Certification with New Third Party
Products/Versions No No
Certification with new Oracle Products No
Lifetime Support Policy Deliverables
Upgrade Value Building your Business Case
New applications for competitive advantage
Functional enhancements
Technical improvements/Web
Support dates /tax and regulatory
Mergers, acquisitions, common process model
Eliminate custom code
Opportunity to re-engineer business processes,
eliminate manual work
Get to 9
39
ROIJD Edwards EnterpriseOne and World
Dynamic, Online Upgrade Value Proposition DEMOJD Edwards EnterpriseOne and JD Edwards World
Doc ID #1310896.1
support.oracle.com
Online search ► Between releases ►Custom report
Customize report title
Customize searches
© 2010 IBM Corporation
41
Input your current
situation
Immediately see the
estimated ROI
Revise estimates
used in the tool to
match your
environment
Generate a custom
presentation
1.
2.
3.
4.
All it takes is four easy steps to an estimated ROI and a professional presentation
IBM ROI Tool for Oracle JD Edwards http://k.kmaone.com/jderoi
Sample Business Cases
Sample Business Cases
• Sample Business Case for EnterpriseOne – Doc ID 1283093.1
• Sample Business Case for World – Doc ID 1283154.1
• Written by customers when they upgraded
• Use as a reference when building a business case
Upgrade Challenge White Paper – JD Edwards World
• Written by customers for customers
• Upgrade Challenges
• Modifications / Customizations
• Resources
• Business Case
• Training
• User Adoption and Acceptance
• Technical
• 3rd Party Products
• Web Applications
• Project Management
• Product Support
Document # 1084525.1
Upgrade Best Practice White Paper-JD Edwards EnterpriseOne
• Written by JD Edwards EnterpriseOne Strategy Council
• Best Practice
• Upgrade Focus Group
• 15 large E1 customers
• Identified issues, challenges and approaches
• Tools upgrade best practices
• Application upgrade best practices
• Document # 1282389.1
45
Resources
46
Upgrade ConsortiumJD Edwards EnterpriseOne
Objective Bring JD Edwards EnterpriseOne customers who are evaluating,
planning or in the process of upgrading together with Oracle
representatives to enable the sharing of lessons learned, tips &
techniques and best practices.
Subscribe Quest Website – http://questdirect.org/, under the Community Tab, select Groups. In Search in Groups, type: “EnterpriseOne Upgrade Consortium”. When the JD Edwards EnterpriseOne Upgrade Consortium Group is displayed, click on Join Group.
You will then be on the email distribution list for the call each month and will receive emails with dial-in information and an agenda.
Cost Free
When 2nd Wednesday of each month 11am EST
Contact [email protected]
47
Upgrade ConsortiumJD Edwards World
Objective Bring JD Edwards World customers who are evaluating, planning
or in the process of upgrading together with Oracle representatives
to enable the sharing of lessons learned, tips & techniques and
best practices.
Subscribe Quest Website – http://questdirect.org/, under the Community Tab, select Groups. In Search in Groups, type: “World Upgrade Consortium”. When the JD Edwards World Upgrade Consortium Group is displayed, click on Join Group.
You will then be on the email distribution list for the call each month and will receive an email with dial-in information and an agenda.
Cost Free
When 1st Thursday of each month 11am EST
Contact [email protected]
48
World A9.2 Product Information Page
EnterpriseOne 9.0 Product Information Page
Upgrade Advisors – for E1 and World
• Advisors For Database, Fusion Middleware, E-Business Suite, PeopleSoft, JD Edwards, Siebel. Find Oracle Support Upgrade Advisors Note 250.1
51
Upgrade Planning Requests
Have an 'Upgrade Planning Session‟ with Oracle Support
An opportunity to proactively discuss your upgrade plans with Oracle Support. We can help
clarify roadmaps, best practices and provide general guidance.
Simply open an SR to request an 'Upgrade Planning Session„. Include:
1. Anticipated Start Date for the upgrade?
2. Anticipated Completion Date for the upgrade?
3. Any other relevant information or specific questions related to the upgrade
How to Open an SR for an Upgrade Planning Request (Doc ID 974500.1)
52
Log an Upgrade Service Request
World - 1st Step – Contact GCS
• Named support contact will be assigned
• Technical assistance throughout upgrade process
• Resources for application issues
• Help installing Web Enablement
• Clarification on the new functionality
• Request for list of known issues
53
Content Authoring Tool
Used Throughout the Software Lifecycle
Training: See It, Try It, Know It, Do It Modes
Documentation: User Guides, Business Processes,
Test Scripts, Job Aids
Pre-built Content
21 Modules Available for JD Edwards EnterpriseOne 9.0
24 Modules Available for JD Edwards World A9.2
User Productivity Kit (UPK)
54
UPK Content – JDE EnterpriseOne 9.0
• Fundamentals
• General Ledger
• Accounts Payable
• Accounts Receivable
• Fixed Asset Accounting
• Sales Order Management
• Inventory Management
• Procurement and Subcontract
• Human Capital Management Fundamentals
• Time and Labor
• Configurator
• Advanced Pricing
• Homebuilder Management
• Real Estate Management
• Advanced Real Estate Forecasting
• Grower Management
• Grower Pricing and Payments
• Blend Management
• Product Data Management
• Discrete Shop Floor Management
• Engineer to Order
55
UPK Content – JD Edwards World A9.2
Foundation
Address Book
Common Foundation
Technical Foundation
World Writer
Approvals Management
Distribution
• Inventory
• Purchasing
• Sales Order
• Quality Management
• Advanced Pricing
• EDI
Financials
• Accounts Payable
• Accounts Receivable
• General Ledger
• Fixed Assets
• FASTR
• Purchase Card Management
• Job Costing
Human Capital
Management
• Human Resources
• Payroll
Manufacturing
• Product Costing and Manufacturing Accounting
• Product Data Management and Shop Floor Control
• Requirements Planning and Production Scheduling
• Base Configurator
56
Oracle Training Offerings
TOIs, Transfer of information On-line courses
Release specific product knowledge
No cost for maintenance customers
Advisor Web Casts More than 10 live sessions per month
Sessions archived
No cost for maintenance customers
Self Study Classes Available for most modules
Documentation Web based
Easily Searchable
Custom Classes Onsite training provided by Oracle Consulting and Business Partners
57
58
JD Edwards in Social MediaBLOGS• The JD Edwards blog is named: JD Edwards Attitude@Altitude
Attitude@Altitude goes live on April 8th, 2011
MICRO BLOGGING on Twitter:Twitter - Follow these JD Edwards staff members. (Tip: From the Twitter site, search JD Edwards and jdedwards to find others that post tweets about JD Edwards)
@lyleekdahl (Lyle Ekdahl – JD Edwards Group Vice President)@kembutler (Kem Butler – JD Edwards Communications Director)@johnschiff (John Schiff – JD Edwards Vice President and General Manager)
JD Edwards USER COMMUNITIES - sharing information and having conversations
• Oracle Mix @ https://mix.oracle.com/homea. Be sure to click on the “Groups” tab and explore the wide variety of groups.b. Search on JD Edwards to narrow your focus, or use the drop down menu (right side of page) to select a JD Edwards product familyc. This site requires your MyOracle Support sign on
• LinkedIn – there are many JD Edwards groups on LinkedIn. • The one that JD Edwards strategy is most active in is named “JD Edwards Professionals”
NEWLETTERS• Oracle specialty newsletters available. You can read them by going to http://www.oracle.com/us/syndication/subscribe/index.html, or you can subscribe to newsletters so that they are delivered to your inbox. (use this same link to review and subscribe to newsletters of your choice.
59
JD Edwards World Resources
JD Edwards World Upgrade Advisors:
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=274.1
JD Edwards World A9.2 Product Information Center
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYSTEMDOC&id=1114713.1
JD Edwards World A9.2 – Transfer of Information – TOIs
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=605155.1
For more information about JD Edwards World
http://www.oracle.com/applications/jdedwards-world.html
General Support Policy
http://www.oracle.com/support/premier/lifetime-support-policy.html
Contact [email protected] for additional information
JD Edwards Upgrade Value Proposition Tool:
https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1310896.1
60
JD Edwards EnterpriseOne Resources
General Support Policy
http://www.oracle.com/support/premier/lifetime-support-policy.html
JD Edwards EnterpriseOne 9.0 Information Center
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYSTEMDOC&id=974914.1
More Information on JD Edwards EnterpriseOne
Contact [email protected] for additional information
http://www.oracle.com/us/products/applications/jd-edwards-enterpriseone/index.html
JD Edwards EnterpriseOne Transfer of Information (TOIs)
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id= 605155.1
JD Edwards EnterpriseOne Upgrade Advisors
https://support.oracle.com/CSP/main/article?cmd=show&type=NO
JD Edwards Upgrade Value Proposition Tool:
https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1310896.1