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Process Automation of Customer Credit Limit Analysis & Address Book – Customers and Suppliers – Have better data, integrate and improve the approval processes of sales orders and procurement processes

Presented at INFOCUS 2023
Session ID: 100180

The most recent features of JD Edwards ERP establish the path to Digital Transformation inside the company, growing up the possibilities to change the business processes and update the user´s knowledge about technology. In a commodity producer, many are challenges to produce more with fewer resources (not only in the manufacturing process), looking for a balance between revenue and cost every day. JD Edwards ERP and his resources are important and powerful tools to help us to attend to these challenges. In this article, we´ll share with the audience how we use these features to automate, control, and manage the Credit Limit of customers and Address Book on customers and suppliers process, a very important step in sales and buying processes. A mix of technological solutions, including external data searching, where the goal is to beyond the automation process, improve security, and reduce the risk of human mistakes and interpretation data – the key to the decision maker in these processes (sales and buying).
OBJ1
Maximizing the JD Edwards investments, using technology to improve and give more security to sales and buying processes, creating data historical records about customer's sales, and reducing the risk of human mistakes. Using JD Edwards features, 3rd party solutions in data searching services, and government data validation make the perfect integrated solution, aligned with the business rules and requirements to automate these processes.
OBJ2
Integrating all steps of the process, we improve the data and reduce drastically the workforce actions, interpreting these data according to the business rules and doing decision processes according to the business requirements stead of human understanding. Goals in the business area: reduce and realign the workforce resources. Goals in the business process: reduce time execution, improve the decision-making processes, sales loss prevention, business processes transparency and reduce the data interpretation

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