Presented at INFOCUS 2024
Session ID: P-049498

The reconciliation of Bank statements was quickly becoming a full time job for our finance team as they manually reconciled using the bank statement, a statement from our credit card processor, and some spreadsheets to match transaction totals. New Ecommerce initiatives happening this year will generate even more credit card and ACH transactions. So we needed a way to help the reconciliation process. We embarked on implementing the Auto Bank Reconciliation process in JDE. However, we found not even half the transactions were being reconciled. The challenge seemed to be the credit card and ACH transactions.
In this session we will walk though steps in the process, how we configured the JDE Reconciliation from start to finish and what we learned. Then added our own process automation – using JDE tools to solve the gap with the credit card and ACH transactions.
Now the majority of transactions our Bank statements are automatically reconciled (Receipt transactions to the G/L to the bank statement) and finance only has to select and manually match a few exceptions via the JDE application – and that is literally a side by side select and press the reconcile button! Gone are all the extra spreadsheets and extra hours of work!

This session is eligible for NASBA credit.

Presented at INFOCUS 2024
Session ID: P-049464

Using Orchestration, All Out Security, and JDE to manage the process to maintain and generate User Access review reports by manager.
SOX controls require regular review of the user access within JDE. Automate the process to provide the manager the report to be reviewed. We have a three step process to generate 52 reports and send them to our document management system for assignment and review by the manager.

This session is eligible for NASBA credit.

Presented at INFOCUS 2024
Session ID: P-049590

Historically, we have improved the business cycle of Order to Cash or Procure to Pay by using custom reports, advanced queries, notifications (watchlist), and other custom solutions.
In Release 24, Oracle have introduced a set of new features to help you improving the enterprise-wide operations through data visualization and integrated data processing. These enhancements are part of Oracle’s Enterprise Automation framework: ingest, model, analyze, solve and measure.

The main objectives of these enhancements are to:
• Expand the focus from individual transactions to the business as a whole, allowing business owners to gain a comprehensive understanding of their operations.
• Optimize the utilization of existing data to identify inefficiencies in their business process.
• Define or change processes and data needs, for better visibility and ongoing corrective actions.
• This holistic approach is essential for driving long-term success and maintaining a competitive edge in today’s dynamic business environment.

In this session we will take a deep dive on these latest features, including:
• Components and Configuration needed.
• Steps to implement the out-of-the-box solution.
• Steps to customize the out-of-the-box solution to meet your specific business needs.
• Sample of optimized solutions based on specific needs.

This session is eligible for NASBA credit.

Presented at INFOCUS 2024
Session ID: P-049168

Our company realized we had a lot of old, misplaced users still in the system which led us to doing a mass JDE user cleanup. During this process, we also saw the need for a security audit and cleanup. We were able to do this independently without consultants. Today we will talk about our process, issues we ran into, overall results, items we missed, key takeaways, and the new processes we put in place to prevent having to do a mass cleanup like this again.

This session is eligible for NASBA credit.

Presented at INFOCUS 2024
Session ID: P-049278

In this session, we will discuss how MDC is using Logic Extensions to review recently updated selections, evaluating key values. Once the data has been reviewed and evaluated the Logic Extension with either add, remove, or not update a ‘Curated Scenario’ flag at a separate E1 table and an HTML string will be created and passed to an email notification.

This session is eligible for NASBA credit.

Presented at INFOCUS 2024
Session ID: P-049241

J&J Snack Foods managed a successful upgrade and rollout of Enterprise 9.2 from highly customized JDE legacy systems while simultaneously achieving dramatic improvements in customer satisfaction, staff capabilities and cost savings.

We will talk about the challenges, successes and JJSF's on-going organizational changes associated with this project. We will conclude with a Q&A section on lessons learned.

This session is eligible for NASBA credit.

Presented at INFOCUS 2024
Session ID: P-049457

How do you analyze your JD Edwards data?
For Rockline, it was mainly seeing the numbers from JDE reports in .csv format. Or if you were lucky, you had access to Spreadsheet Server, WebQuery, Data Browser, or a read-only connection to the database. However, this approach was limited and led to multiple reports with different numbers and no trust as to what was right or wrong.
As data visualization technologies continued to advance, business users started connecting those Excel reports to Power BI for better data visualization and insights. This meant IT now had to play catch up…

In this session, we’ll explore Rockline’s business intelligence journey to get the most out of JDE data and make smarter decisions. You will learn:
1. How we customized our analytics to Rockline’s business by adding our JDE custom tables and fields
2. How IT was able to leverage modern data architectures to enable business users to focus on finding value from the information instead of collecting and transforming it
3. How we started building trust in data and best practices you can use at your company

This session is eligible for IIBA and NASBA credits.

Presented at INFOCUS 2024
Session ID: P-049487

Join us for an insightful session where you'll hear firsthand from Srixon/Cleveland Golf about their journey to success through the seamless integration with JD Edwards by utilizing Magic xpi which has revolutionized their custom order production processes.

This session will explore the dynamic features of Magic xpa and SmartUX, which serves as an integrated form editor to create custom user interfaces tailored to your unique needs. Gain valuable insights from Srixon/Cleveland Golf's experience, as they showcase how they partnered with Magic Software to automate manual production floor processes and created a user-friendly interface to optimize custom order build specifications with remarkable efficiency.

Unlock the potential for your company to:
• Streamline operator training protocols
• Mitigate the risk of errors
• Boost operational efficiency while reducing costs
• Decrease rejection rates for custom orders
• Ensure precise fulfillment of customer requests

Whether you're involved in manufacturing or seeking to optimize JDE processes with a custom interface, this session is essential for anyone looking to elevate their operational excellence. Join us and embark on the path to operational excellence.

This session is eligible for NASBA credit.

Presented at INFOCUS 2024
Session ID: P-049471

Logic Extensions have been enhanced to include functions that you can use to turn data into useful information, including:

What are your customers’ most popular products?

Analyze open Purchase Orders

What are the most common equipment failures?

Join this session and learn about this new aggregation functionality.

This session is eligible for NASBA credit.

Presented at INFOCUS 2024
Session ID: P-049909

Unlock the transformative power of AI within JDE to elevate your organization's performance & streamline processes. Join GSI’s experts, Bud Shaw, Sr. Solution Consultant, & Steve Kassay, Director of Integrations, as they unveil how AI can drive unprecedented efficiency and effectiveness across the critical areas of your operations, including the following areas.
Enhance Predictive Maintenance (includes demo): Harness the power of an AI Bot integrated with the JDE CAM module to leverage IoT data for predicting equipment failures, optimizing maintenance, & making timely asset retirement decisions, while reducing downtime and boosting operational efficiency.
Optimize Product and Customer Profitability (includes demo): Optimize your product and customer profitability with our AI Bot, which integrates data from sales, accounts receivable, and other sources to deliver precise, actionable insights on a per-product and per-customer basis, enhancing pricing strategies & customer relations.
Improve System Performance Monitoring: Leverage AI for continuous JDE system performance monitoring to pinpoint inefficiencies and recommend optimizations.
Elevate Supply Chain Management: Optimize your supply chain with AI and JDE to enhance inventory management, supplier performance, and purchasing decisions.
Automate Routine Tasks: Boost productivity and accuracy by implementing AI-powered bots with JDE to automate repetitive tasks such as data entry & invoice processing.
Enhance Financial Operations: AI can transform financial operations in JDE by streamlining account reconciliation and forecasting, leading to greater accuracy & more informed decision-making.
Improve Customer Service: Enhance customer service by integrating AI-driven chatbots to manage routine inquiries, boosting response times & user satisfaction.
Refine Data-Driven Decision Making: Leverage AI to analyze historical & real-time data in JDE, revealing trends that refine strategic planning.