Financials

Abstract:

Both Accounts payable and Accounts Receivable have a number of reports to help you identify and resolve integrity issues. This session will give a deep dive on how to use these reports to clean up issues during the month, for a less stressful financial period close.

Abstract:

Join us for industry networking focusing on Financial Management!

Abstract:

There’s a new intuitive visual application for Address Book! See the new Address Book Map in action, and learn about how you can use this new application to gain insights from seeing customers, suppliers, facilities and more together on one map. What else is new? Join us for an overview of the new Financials functionality JD Edwards has to offer.

Abstract:

Don’t let an unwieldy account structure slow you down. Join us and discover how to design a chart of accounts that simplifies your current and future reporting requirements while shortening your monthly close process. In this session, we will review the various components of the GL account structure and discuss best practices of each field. Don’t miss out on one the highest ROI project your company can do to maximize the value of its data.

Objectives:

• Define the core chart of accounts segments (business units, object, subsidiary, subledger, and subledger type).
• Discuss the impact the chart of accounts has on your reporting process and the month end close.
• Discuss how simplifying the design of allocations will improve the data available for reporting.

Abstract:

The latest Apps & Tools Release has a lot to offer for customers who are looking to automate, optimize and transform their procurement processes. Join this session to explore the latest automation, user experience, mobile and process-driven improvements including:

• Automated volume-level pricing
• Update lot/location during receipt route
• Validate Based On date during inventory completions (PO Receipts program)
• Price adjustment in receipt routing

Objectives:

• An overview of the latest Release 22 capabilities for Procurement and how these features can help automate and streamline processes
• A demo of the latest features

Abstract:

Voucher Match Automation (VMA) eliminates the need to manually match Supplier Invoices to Purchase Orders and Receipts. Release 23 enables you to process additional invoice lines like Freight charges through VMA, increasing the level of automation and decreasing the number of transactions that require manual touch. Join this session to learn more.

Abstract:

This session will highlight how to quickly integrate an acquisition onto an existing JD Edwards financial platform, while maintaining all compliance, testing, and SDLC requirements, to meeting business needs of the acquisition.

Objectives:

• How to assess the scope of financial transactions needed for the integration.
• How to align on data conversion needs and strategy.
• How to plan and execute a testing and deployment strategy including external bank testing.

Abstract:

JD Edwards has always been known as a robust ERP for Engineering and Construction customers, due to its overall natural integration across all modules in order to provide key costing information in a real-time format. However, there had always been a gap in necessary functionality to support joint venture arrangements…until now! JDE has created a new module in order to continue to provide exceptional functionality in this arena. From creating both internal and external legal entities and establishing ownership % splits, to calculating and managing the distributed amounts for each JV partner, JDE now has the flexibility to assist with managing your JV needs! Join us as we review this new functionality, from configuration / setup through reviewing specific examples in order to demonstrate the new forecasting features. If you are already a JDE Job Cost user or if you are in the construction industry, this is one session that you won’t want to miss!

Objectives:

• We will discuss the new Joint Venture Management features available in JD Edwards, and how they can apply to your specific business processes.
• We’ll also discuss how this new functionality is used in conjunction with the existing JDE modules.
• We will also review specific joint venture scenarios in order to better demonstrate the new features and how they can provide more in depth analysis into your JV financial costs

Abstract:

While provisioning users in 18 countries, LHH learned how SOD matters. Discover how security information can support your auditors and help business managers make good access decisions. LHH needed to simplify both how they were providing information to auditors and how they were making information available to managers responsible for asking for E1 access. We will walk through how they were able to easily meet those needs.

Objectives:

• Learn what your auditors may be asking for in the areas of SOD and critical access
• See how that information need can be quickly met
• Review how access information can simplify user provisioning and reduce risk

Abstract:

Finance users should know about Advanced Pricing as well as our friends in Distribution! There is basic functionality available in Advanced Pricing that can alleviate downstream challenges in AR and AP processes, and Advanced Preferences give us the flexibility to maintain excellent Distribution processes while also accommodating the needs of the Finance team. This session will showcase some real world solutions used to make sales order and purchase order processing meet business needs in Finance.

Objectives:

• Advanced Pricing in Sales – show how we can apply price adjustments without affecting margin/tax/cash discounts, and accommodate GL visibility to pricing adjustments. We’ll also look at generating accruals from advanced pricing.
• Advanced Preferences in Sales – how can use of simple Preference setup make sales order processing more streamlined while still supporting good process? We’ll look specifically at use of the Revenue Business Unit and how preferences allow us to use customer, item and sales order attributes to drive GL distribution.
• Advanced Pricing in Procurement – we will take a look at how pricing rules can accommodate Finance requirements, including as a more flexible alternative to using Landed Cost processing.

Abstract:

Grant Thornton will share their experiences, guidance and accelerated methodology for adopting JDE Lease Accounting functionality. Focus of the discussion will include sharing insights from previous projects, highlighting key take-aways, and providing a clear understanding of the most important and critical path activities for implementing in a timely manner. Oracle will share the newest developments in the lease accounting module, including a new report which shows current vs. non-current lease liability and ROUA balances.

Abstract:

Join this session to learn from our partners KS2 how JD Edwards’ latest enchantments and their unique solutions such as Project Status Inquiry, Single Sign On with PingID, integrated Homebuilder on OCI & OIC, and Excel 4 Purchasing (E4P) helped modernize the Project Management activities.

Abstract:

With cyberattacks occurring more regularly, it’s never been more crucial to ensure your organization and customers are protected. Practices like CSRs repeating card numbers back to the customer risking eavesdropping/a breach is now outdated. This session will review Cybersecurity best practices like Payment Gateway Hosted Payment Pages (i-Frame redirect) and Processor Client-Side Encryption. We’ll review the security and functional difference between Payment Gateways like; PayPal, Visa CyberSource/Authorize.Net, Adyen, Moneris, WorldPay, Chase Paymentech and First Data. We’ll detail important aspects of PCI DSS 12 Standards with 400+ Controls. We’ll demo JDE de-scoping best practices like, 1. JDE Email Triggers/Workflow that send customers payment emails for payment profiles 2. JDE Invoice Autopay enabled by Customers and/or Finance 3. Subscription Functionality and 4. AWS Deployment Security Advantages. Learn about the newest methods to ensure PCI compliance.

Objectives:

• Case-Study Review of JDE Companies
• Review of JDE Payments “Other” Use Case Scenario’s like Work Order & Real Estate
• Review ROI Benefits like Faster/Improved Order-to-Ship and Order-to-Cash

Abstract:

Brasfield & Gorrie shared the success of the company by giving a Holiday Bonus Gift to all employees charged to one account number. Taxes did not calculate correctly for a large group of employees due to an administrative error of taxes calculating based of the account number tax area. We will discuss how this error could have been prevented and how to fix these taxes faster and more efficiently then keying manually in the Interim Workbench.

Objectives:

• How to get a handle on the issue and who was involved and what taxes were withheld verses who should have been withheld.
• How to use SQL with standard functionality to correct employee tax information and pay any differences owed to the employee using the Interim Workbench.
• Understand how to prevent in the future and validate the error was fixed.

Abstract:

Are you taking advantage of tools available in JDE that will help you reduce the effort and duration required of your staff during an accounting audit? We will highlight enhancements to some old favorites like GL Integrity Reports and Debit/Credit Reconciliation. We will also demonstrate some newer tools like Real-Time Summarizations, GL Batch Status History, as well as other Account Reconciliation tools. JD Edwards offers some helpful tools to reconcile all your accounts, including Clearing Accounts and Inventory Accounts. In this session, we will review the reconciliation tools and share a practical application for reconciling RNV and other accrual accounts.

Objectives:

• Share a practical application to learn how to reconcile RNV and other accrual accounts. Demonstration of Account Reconciliation tools.

Abstract:

Post ERP success go-live companies strive for continual process improvement to reduce Request to Order cycle times and errors. Achieve 100% PO acknowledgement, compliance mandates and improve visibility & profits. This E1 case-study demo will review:

• Self-Service Requisitioning: Demo, Non-Stock (J Line Type), Stock & E1 to Amazon Business cXML Punchout. PO Approve based on P43008 approval level revisions.
• Suppler/Buyer Portal: Eliminate unstructured communications with an intuitive Portal encompassing advanced notification (email, app, text) and advanced workflow. Demo, PO Change & Acknowledge, ASN, Price & Contact Management.
• AP Automation: Using acclaimed Amazon Textract OCR-as-a-Service we’ll demo receipt process with Invoice, PO and Voucher Match & Settle Amazon Textract) with Invoice, PO and Voucher Match & Settle.
• Item Master & Vendor On-Boarding: Intelligent forms & personalized workflow based on “Type,” Document (Media Object) Management with Master Record Create.

Objectives:

• INTEGRATION: 9.2 Orchestrator, BSFN (non 9.2) or Hybrid, Table, UDC, Logic & Validations. Supplier workflow integration approaches. Punchout cXML integration review.
• PROCESS: The Excel, Email and Shared Folders approach partially help but inefficiencies like Duplicate Data/Entry, Missing or Incorrect Data still exists. Providing an easy way to accurate work against your many accounting codes is vital. A robust workflow notification approval “engine” is a necessity.
• MOBILE: Review cross-platform (iOS / Android) Native App for 21st Century notifications & portal usage.& benefits.