P-053020: How We Reduced JD Edwards Trial Balance Runtime and Sped Up Month-End Close

This session was presented at INFOCUS 2026.

Month-end financial close depends on timely and reliable access to Trial Balance data, yet many JD Edwards environments experience performance degradation as transaction volumes grow. This session presents a real-world approach used to identify and eliminate Trial Balance performance bottlenecks while maintaining full audit compliance and system integrity. Rather than focusing on technical code changes or the purging of prior year balances, we’ll examine the business and data challenges that contributed to slow performance, the practical optimization techniques implemented, and the measurable impact on financial operations. Attendees will learn how targeted data management strategies improved runtime, increased system stability, and streamlined the month-end close process without compromising compliance. The session concludes with implementation guidance, lessons learned, and practical recommendations that organizations can apply within their own JD Edwards environments. Attendees will also receive a ready-to-import JD Edwards package that can help accelerate adoption of the techniques discussed.

This session is eligible for the following CPE certification: NASBA

Speaker: Kevin Musick, IT Convergence