Presented at INFOCUS Envision 2021

Session Id: 103590

Explore IntelliChief’s playbook for streamlining operations, improving process visibility, and removing obstacles that prevent profitability.

• Review end-to-end use cases for process automation in your organization, Accounts Payable, Sales and Fulfillment, Accounts Receivable, etc.

• Eliminate manual data entry with data capture technology

• Real-time JD Edwards integration streamlines processes ensuring consistent, accurate transactions including touchless invoice processing, validating line items with the corresponding purchase order, etc

• Empower nontechnical end-users to design workflows based on their current processes

• Accelerate order fulfillment by automating approvals that are slow due to manual distribution

• Improve order processing visibility throughout each transaction

• Reduce costs associated with paper from filing cabinets, lost orders, and physical storage

Objectives

Gain a better understanding of the end-to-end use cases for process automation in various areas of your organization, including Accounts Payable, Sales and Fulfillment, Accounts Receivable, Human Resources, etc.

Understand how real-time JD Edwards integration can streamline processes such as touchless invoice processing, validate line items with the corresponding purchase order, and ensures consistent, accurate transactions

Empower nontechnical end-users to design workflows based on their current business processes and eliminate redundancies that cause bottlenecks in production

Brian Spiro, IntelliChief

Presented at INFOCUS Envision 2021

Session Id: 100380

Sagent Pharmaceuticals previously processed payments for Inbound and Outbound freight charges with a very manual and tedious process that could take up to 6 hours. Through the continuous adoption of JD Edwards 9.2 technologies, Sagent Pharmaceuticals was able to automate this process.

This automation was achieved by utilizing various tools available that include a combination of Orchestrator, UBE's, Scheduler, and low-code custom coding.

Objectives

Eliminated bottlenecks from manual processes to increase efficiencies and productivity.

Streamline business processes through Automation.

RST Solutions

Presented at INFOCUS Envision 2021

Session Id: 102500

JD Edwards has always been known as the #1 ERP of choice 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 required functionality to support joint venture arrangements…until now! JDE has created new joint venture functionality in order to continue to provide exceptional solutions in this arena. From creating both internal and external legal entities and establishing % ownerships, to calculating and managing the distributable amounts for each JV partner, JD Edwards 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 businesses. 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.

Craig Davied, Grant Thornton LLP

Presented at INFOCUS Envision 2021

Session Id: 100210

Learn what the Financials SIG can do you for. Review and have input to future meeting content.

Objectives

Connect with fellow JDE Financial users

The more we interact, the better and stronger we become as individual users, and as a SIG.

Gayle Larson, BrightView Landscape

Presented at INFOCUS Envision 2021

Session Id: 102660

During this session understand how the Accounts Receivable Manager can utilize Queries and Watchlists to become more proactive in identifying potential credit and collection issues.

During the session we will discuss and demonstrate:

-Show how the current User Defined Objects can augment delivered functionality to provide a more streamlined, real time view of the credit and collection function and provide information that may require changes to existing process

-How queries and watchlists are “different” than the standard Credit and Collection functionality

-Driving collections by identifying the “proper mix” of customer and collectors

-Using Orchestrator along with notifications to alert the appropriate people before a situation arises

-Incorporating the Queries and watchlists on dashboards to obtain holistic visibility across the Accounts Receivable function

Tom Gabriele, GSI

Presented at INFOCUS Envision 2021

Session Id: 101520

The beauty of a DIY Audit is to help you get ahead of the game. The question we hear most often is where do I started? What can I do? What questions will the auditor be asking?

The DIY Audit will give you a clear set of guidelines as to what an auditor is going to be looking for and help take you through a step-by-step process. This workshop will encompass high level concepts to educate those in the internal audit function, risk officers and CFOs at public and private companies alike. We will review methods to help you analyze your existing set-up and let you know where your vulnerabilities are. The best part about a DIY Audit is that it gives you and your team the ability to be proactive rather than reactive.

Objectives

Identify how to achieve a higher level of understanding of your organization Risk Cycle to help drive meaningful change.

Discuss best practice strategies for risk management, audit process including SoD rules and conflicts

How to create compliance awareness and deal with the new challenges of 2021.

Sherri Conrardy, ALLOut Security

Purchasing organizations always look to optimizing their spend and this require a system that will help identify the right suppliers to leverage the discounts they have to offer, thereby reducing costs. 9.2 improvements such as Basket level pricing and Order level pricing have been added in the Procurement module, improving the accuracy of Purchase Order price information and automates the capture those supplier offered discounts. This session will provide an overview of the repricing capabilities added in Procurement in addtion to other new user productiviy features such as applying tax on landed cost during voucher match and soft rounding by tax rates in Voucher Match.

Archana Vishnu, Oracle America, Inc

Presented at INFOCUS Envision 2021

Session Id: 100780

Many companies have expanded the functionality of their JD Edwards databases by using the extensive Used Defined Code (UDC) capability. Because UDCs are very flexible, companies have a wide variety of choices in configuring them to meet specific business requirements. This session will walk through some lessons learned in the set-up and managing of UDC fields.

Objectives

Examine the benefits of using User Defined Codes (UDCs)

Look at specific use cases for different types of UDCs

Review specific recommendations for the setup and management of UDC fields

Ben Harrison, Preferred Strategies

Presented at INFOCUS Envision 2021

Session Id: 101440

JD Edwards E1 Fixed Assets is a robust product that provides not only the ability to track and depreciate your company's assets, but also serves as the foundation for other related modules such as Service and Warranty Management or Equipment and Plant Maintenance.

Frequently Fixed Asset duties get assigned to a staff accountant who can become quickly overwhelmed with the differences in functionality and the intricacies of Fixed Assets accounting vs. General Ledger accounting.

This review will discuss the JD Edwards Fixed Assets system as a true Subledger and its unique features. Common misunderstandings, its unique architecture and functionality will be detailed in terms of the differences accounting personnel will need to be aware of in their day to day work.

Objectives

The discussion will start by providing an overview of JD Edwards Fixed Assets as a stand-alone ledger and why is it unique in the financial suite in JD Edwards.

Here we will touch on the most important concepts accountants need to grasp when starting work in JD Edwards Fixed Assets for the first time. The discussion will center on how working in Fixed Asset differs from General Ledger or Cost Accounting on a

This section will focus on real world examples of where common accounting logic can go tragically wrong in the Fixed Assets world. The use of common General Ledger accounting tasks & processes can lead to bad results and integrity issues unless the u

David Cutler, KS2 Technologies, Inc.

Presented at INFOCUS Envision 2021

Session Id: 100100

Setting up ROU Assets to automate the periodic processes using standard JDE to lighten the load of meeting FASB/IASB reporting requirements.

Objectives

Setting up different types of assets to process automatically; buildings, light-duty vehicles, specialty working vehicles and equipment

Making it work for multiple divisions with consolidated financial reporting

Illustrate how this process works

Beth Outtrim, Smartbridge, LLC.