Tag: Automation
I am Lisa Tran with Monterey Mushrooms. I have been with the company for 3 years and each year I have been retrofitting modifications to Base JDE programs. This year, I started a campaign to eliminate customizations to base using LEX and Orchestrations. I would like to share my retrofitting journey and share how I…
- Quest Customer Learning Team
- Webinars
This session was presented at BLUEPRINT 4D 2026.
Modernizing JD Edwards helps you adopt new technologies, streamline operations, reduce costs, and turn JD Edwards data into faster, better decisions. Join us to hear our product strategy, centered on automation, user experience, and cloud—enabled by incremental, impactful features that matter.
This session is eligible for the following CPE Credit: NASBA
Speaker: Paul Houtkooper, Oracle America: Inc
- Quest Customer Learning Team
- Recordings & Presentations
- 6/04/26
This session was presented at BLUEPRINT 4D 2026.
This session will explore how organizations are unlocking low-cost automation opportunities while producing high impact within JD Edwards by leveraging native tools such as Orchestrator. Instead of investing in costly third-party platforms, companies are maximizing the value of their existing ERP to streamline operations, improve efficiency, and deliver measurable business outcomes. Embedding automation directly within the ERP increases system value and improves overall system adoption leading to a reduced total cost of ownership and significantly accelerating return on investment (ROI). Equally important to the technology are the organizational strategies that enable success. We will highlight key drivers such as strong alignment between business and IT, cross-functional collaboration, and disciplined governance. Through a real-world example, we will show how this alignment enables faster automation, scales impact across the organization and drives measurable ROI. Attendees will leave with a practical perspective on how to increase efficiency, improve agility, and fully realize the value of their JD Edwards investment.
The following session is eligible for the following CPE credit: NASBA
Speaker: Scott Mendenhall, The MASYC Group, Inc.
- Quest Customer Learning Team
- Recordings & Presentations
- 6/01/26
Learn how Samaritan’s Purse used PeopleSoft Absence Management to automate multi-state leave compliance with special absence plans.
- Quest Customer Learning Team
- Blogs
- 5/27/26
This session was presented at BLUEPRINT 4D 2026.
Delivering changes in JD Edwards with speed and confidence requires more than manual test scripts and spreadsheets. Modern JDE organizations are looking for automated, repeatable testing that fits inside their existing Oracle stack, not another external tool. In this session, we demonstrate a JDE-native test automation platform that uses Orchestrator, APEX, and Oracle Visual Builder to automate end-to-end business process testing, including real test evidence PDF creation and real-time dashboards. The next step: AI-assisted testing. We show how AI is used to enhance testing capability by: •Automatically generating test data and input variations •Recommending test cases based on JDE usage patterns and change impact •Identifying high-risk areas for regression testing •Assisting with test documentation and exception explanation Combined, these capabilities help teams accelerate testing, reduce manual effort, and improve reliability before ESUs, upgrades, and deployments, all inside the Oracle ecosystem. We will walk through a real Procure-to-Pay scenario (vendor → PO → receipt → match → voucher), demonstrating automated testing orchestration from start to finish. Outcome: Attendees leave with a blueprint for implementing AI-enhanced, JDE-native test automation that reduces upgrade pressure, increases quality, and supports continuous improvement — without adding external tools or complexity.
This session is eligible for the following CPE Credit: NASBA, IIBA
Speakers: Richard Van de Bospoort, Pascal de Kleijn, SCANMAN. Com BV
- Quest Customer Learning Team
- Recordings & Presentations
- 5/26/26
This session was presented at BLUEPRINT 4D 2026.
As organizations evolve, legacy document management systems can become barriers to efficiency, collaboration, and compliance. Turner Industries recently undertook a major initiative to migrate from IBM FileNet to AODocs. This session will highlight how AODocs integrates with JDE to support our TQM process, including real time customer inspector approvals. Attendees will also gain insights into the challenges we faced (data integrity, permissions, and user adoption).
Speaker: Tiffany Schott, Turner Industries Group
- Quest Customer Learning Team
- Recordings & Presentations
- 5/22/26
This session was presented at JD Edwards Week: Game Changers 2026.
Master Data Management (MDM) ensures that critical business data is accurate, consistent, and governed across the enterprise. For JD Edwards organizations, effective MDM is essential to operational efficiency, compliance, and digital transformation.
In this session, K-Rise Systems shares how leading JD Edwards companies including First Quantum, Accolade Wines, B&G Foods, Tredegar, Carolina Biological, Treasury Wine Estates, BBX Capital, Printpack, and others have modernized MDM by replacing spreadsheets, lotus notes, email-driven processes, and shared folders with centralized, workflow-driven applications built on the EASYProcess No-Code/Low-Code Platform.
Speaker: Tera LeBourgeois, K-Rise
- Quest Customer Learning Team
- Recordings & Presentations
- 2/26/26
For many enterprises, manual Order-to-Cash (O2C) processes drive increasing delays and errors that undermine cash strategies, endanger customer relationships, and erode competitiveness. Automating the Customer Service and Accounts Receivable functions increases efficiencies, eliminates bottlenecks and errors, empower finance teams with agile cash strategies, and reduces costs. When deployed across a single, unified HyperAutomation platform, the benefits are multiplied.
In this webinar, you will learn how O2C transformation through automation empowers JD Edwards users with:
Intelligent Capture technology that classifies documents and extracts data from diverse and complex customer POs, payments, remittance advices, and supporting documents.
Automated and streamlined order validation, credit approvals, sales order creation, and order confirmations.
Automated invoice tracking, payment reminders, and collections activity for faster payment and quick response to customer inquiries.
Automated Cash Application that matches incoming payments and remittance advices to open invoices in JD Edwards, posts payments, eliminates errors, and facilitates reconciliation.
Workflows that enforce compliance with business policies and regulations to reduce risk and liability.
Real-time visibility into the status of every customers’ order, invoice, and payment for better customer service, and powerful financial insights.
You will learn how deploying end-to-end O2C automation on a single HyperAutomation platform speeds implementation, reduces training costs, and increases speed to value.
Presented by: Rose Havranek, Solutions Architect, IntelliChief
- Kristen Mahler
- Recordings & Presentations
- 2/25/26
Take your AP processes to the next level, with AI and native JDE integration. See what’s possible.
- Quest Editor
- Blogs
- 10/29/25
Learn how to use JD Edwards Orchestrator and XRef to dynamically notify on exceptions. Discover Dave Wagoner’s INFOCUS 2025 Orchception strategy for smarter, scalable error handling.
- Quest Customer Learning Team
- Blogs
- 10/06/25
