jd edwards & peoplesoft 1 | john schiff | jd edwards upgrade to the 9s.pdf

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Upgrade to the 9’s!

John Schiff - Vice President Oracle Applications

3

The following is intended to outline our general product

direction. It is intended for information purposes only, and

may not be incorporated into any contract. It is not a

commitment to deliver any material, code, or functionality,

and should not be relied upon in making purchasing

decisions.

The development, release, and timing of any features or

functionality described for Oracle‟s products remains at

the sole discretion of Oracle.

4

Agenda

• Upgrade Activity

• Upgrade Drivers

• ROI Tool

• Upgrade Value Proposition Tool

• Business Case Samples

• Customer White Papers

• Resources

55

9

Get to the 9‟s

2011: The year of the Upgrade

6

Announcing! New Premier Support Timeline for the Nines

Release 9.0 Update 2

Nov. 2010 - Nov. 2015 (Premier Support)

Nov. 2015 - Nov. 2018 (Extended Support)

Release A9.2 Update 1

May 2010 - May 2015 (Premier Support)

May 2015 - May 2018 (Extended Support)

Enterprise One 9.0.2 and World A9.2.1 are now being treated as new major releases

•They follow the standard 5 year premier + 3 year extended support model

•Can be applied as updates to existing EnterpriseOne 9.0 and World A9.2 installs

Customers Moving to the Latest Releases

Xe 8.0 8.9 8.10 8.11 8.12

JD Edwards EnterpriseOne Release

Custo

mers

on S

pecific

Re

lease

January 2005

May 2011

JD Edwards EnterpriseOne

9.0

Based on Support Service Requests

50 %

Customers Moving to the Latest ReleasesJD Edwards World

January 2005

May 2011

A7.3 A8.1 A9.1

JD Edwards World Release

Custo

mers

on S

pecific

Re

lea

se

A9.2

Based on Support Service Requests

100%

48% JD Edwards EnterpriseOne customers working with

release 9.0

1700+Downloads for the Tools release

8.98 Update 4 as of March 1, 2011

32% JD Edwards World customers working with current

releases (A9.1 and A9.2)

Continued Momentum Forward to New ReleasesBy the Numbers – Extensive Upgrades and Migrations

Data as of June 2011

10


“Clark Construction upgraded from JD Edwards World

A7.3 to A9.2 to take advantage of new functionality such

as the export capabilities, the new user interface and

database enhancements positioning us for future

upgrades.”

Clark Construction

Jan WithersDirector of Software Engineering

11


“DNE World Fruit Sales upgraded from EnterpriseOne

8.11 to EnterpriseOne 9.0 in 10 weeks and 4 days and

under budget; exceeding all expectations. We are now

benefiting from various enhancements and continued

Premier Support.”

DNE World Fruit Sales

Deborah RiveraProgrammer/Manager

Value. Business Drivers

Upgrade Value Building your Business Case

New applications for competitive advantage

Functional enhancements

Technical improvements/Web

Support dates /tax and regulatory

Mergers, acquisitions, common process model

Eliminate custom code

Opportunity to re-engineer business processes,

eliminate manual work

Get to 9

FY 11 planned

New EnterpriseOne and World Applications

Fulfillment

Management

Purchase Card

Management

EnterpriseOne EnterpriseOne World

Efficient collection of items

Product delivery optimized

Apparel

Management

Efficient collection of items

Product delivery optimized

Up to a 70% reduction in the cost of

processing small dollar invoices










Get to 9

JD Edwards EnterpriseOne

Financial Management - EnterpriseOneComprehensive Money Control Across Your Enterprise

8.9

Ledger type master setup

Check number management

PPD payment formats

Delinquency management

8.10

Cash Forecasting

Advanced Budgeting and Forecasting

Expense Management Configurable Per Diem

Advanced Cost Accounting Drill Down to G/L

8.11A/R and A/P netting

Automatic bank statement processing

Pay When Paid sub-contractor controls

8.12Financial Management and Compliance Console

Asset depreciation account postcode

Fixed asset post books proceeds to tax ledgers

9.0

Business unit, job, project , account life cycle control

Financial burdening with unlimited categories

Advanced variable numerator allocations

Financial data relationships

EnterpriseOne Human Capital ManagementComprehensive Employee Management

8.9Graphic organizational charting

COBRA notifications

Employee self-service wizard

8.10

New Module: eRecruit

Enhanced employee profile

Union pay rate synchronization

Historical payroll register

8.11Personal data protection

Resource assignments

State common paymaster

8.12Advanced leave tracking

Employee Scheduling

Date effective PDBAs

9.0Timecard Corrections

Total Time Accounting

Component Pay

Manufacturing and EngineeringComprehensive Capabilities for Process, Discrete Production

8.9

New Module: Engineer to Order

Configurator Segment Length/Number of Segments

Advanced Lot Control

Dual UOM (Catch Weight)

8.10

New Module: Supplier Release Scheduling

Kanban – Multi Tiered, Ad Hoc

Forecast Consumption by Customer

ETO – Multi Facility PRP

8.11New Module: Demand Flow® Manufacturing

New Module: Lean Execution

Purchased Item Detail Product Costing

8.12Demand Planning: Demantra Integration

New Module: Plant Manager‟s Dashboard

9.0Dynamic Configurator

Design to Release: Agile PLM Integration

24/7 Manufacturing Accounting

Supply Chain ExecutionProcurement

8.11Lean procurement

Kanban processing

New: Requisition SS

Punch out capabilities to supplier

website

Receiving requisition

8.12New: Operational Sourcing

Bid Sourcing Portal

Bid Workbench

Award Events

9.0 Enhanced expense and inventory with PO flexibility

8.10

New: Buyer Workspace

Supplier Collaboration

Configurable Alerts

Inquiries

Supplier Performance

Kanban

New Module: Supplier Release

Scheduling

8.9

Usability Enhancements

Workflow Messaging

Configured PO

New: Engineer to Order

Stock based commitments

Cascading receipts

Dual UOM

Sales Order ManagementComprehensive Order to Cash

8.9

Sales order audit logging and approval

Dual unit of measure

Flexible sales commissions

Customer segment-based selling

Date-sensitive customer sets

Matrix order entry

Returned material authorizations

8.10New Module: Customer Self Service

Performance improvements

8.11

Customer service order entry

Proposal generation

Automated credit order checking/credit hold release

Multiple blanket order release

Release held orders by parent

9.0Kit component level processing

Kit integrity and balancing

8.12 Ship confirm additional line entry

Food and Beverage ProducersIntegrated Field to Factory Agricultural Business Solutions

9.0

Additions to all three F+B modules including:

Scheduling for harvest activities

Calculate maturity dates

Speed application for weigh tags

Track QA samples

8.12

New with Release 8.12

New Module: Grower Management – Track land and crop attributes and

farming practices to duplicate successful techniques

New Module: Grower Pricing and Payments – Improve visibility and

control over contracts with growers to support compliance

New Module: Blend Management – Establish and maintain lot quality by

tracking attributes

from source of supply to finished product

JD Edwards World

Financial Management

Including Cross Industries Applications

7.3Positive Pay for Accounts Payable

Statement of Cash Flows

Accounts Payable ApprovalsA8.1

Configurable Inter-companies

Improved Financial Integrities

Currency Enable for Contract/Service Billing

Positive Pay for Accounts Payable

Statement of Cash Flows

Accounts Payable Approvals

A9.2

New Module: Purchase Card Management

Address Book Consolidations

Enhanced Importing Across Financials

Emailing Exported Financial Reports

A9.1

Enhanced Address Book System

Enable/Disable an Address Book Number

Approvals Management in Address Book

Segregation of Duties Reporting

Attachment Links

24

Human Capital ManagementIntegrated Workforce Management

7.3Separate Check Pay Types

DBA Balance Transfer

Self Service – Federal W-4

8.1Public Sector Enhancements

Leave Balance Update

Leave Docking

9.1Positive Pay Processing

Spousal Life Premium Calculation

Employee Self Service Usability

9.2

Advanced Labor Reclass

History Adjustment Interim

Contract Calendar Enhancements

Timecard Upload – Labor Distribution

Distribution ManagementComprehensive and Complete Distribution Solution

7.3Advanced Pricing

Advanced Warehouse Management

Energy & Chemical Systems/Load and Delivery

8.1Sales Commitment Workbench

Warehouse Management Cross-docking

Vendor Managed Inventory

9.1

Service & Warranty Management

As-Of for Received not Vouchered Reconciliation

Inventory As-Of Summarization Table

9.2

Batch Ship Confirm

Reverse Ship Confirm

Enhanced Sales Repost

Z-file Processing for Inventory Master Files

Manufacturing ManagementComplete and Integrated Mixed-Mode Manufacturing

7.3Process Manufacturing

Sales Configurator

Plant & Equipment Maintenance

8.1Repetitive Manufacturing/Kanban

Quality Management

Advanced Forecasting

9.1Advanced Lot Control

MRP Auto Message Processing

Enhanced Lean Processes

9.2

Order-less Processing

Work Order Ledger

Forecast Cross-reference/Extract Item History

Auto Calendar Generation








Get to 9Opportunity to re-engineer business processes,


Ongoing Investments in Tools

JD Edwards EnterpriseOne Tools 8.98

User Experience

User productivity increased with improved look and feel and screen display

organization

Users rapidly generate more relevant and detailed reports for business operational

needs

Lower Total Cost of Ownership

Further reduce total cost of ownership with better administration of batch jobs,

faster installations and easier customization roll out

Leverage Oracle VM and Oracle BI Publisher

EnterpriseOne Web Client InterfaceMaximum Flexibility and Superior Usability!

Saved Query• allows filter and QBE

values to be recalled

Visual Assist

• find valid values

Extensive Help

• context sensitive field level

help, screen level help,

documentation, and web-

based training

Query By Example

(QBE)

• <, >, = operators

• wildcard searches

• combine to create complex

queries

• provides end-user access

to information

User Defined Display

Format

• column order

• sort sequence

• fonts/color

• highlight columns

Import/Export

• Excel, Word, CSV

Keyboard Shortcuts

• 90+ “hot keys”

Attachments

• attach free-form text,

images, scans, web links,

office documents

User Friendly

• user defined field and

column labels

• web “hyperlinks”

• clear button labels

A91 Sign-on screen

Java client deployment – faster, crisper, more functional

Support for Windows client

“Swan” colors

Intermixes with green screen environment

Function keys or point-and-click

Links to Support, Documentation, email, URL‟s, & World Resources

Action code & field specific help buttons

Print to local printer

Dynamic Build for consistency, flexibility, maintainability

Dynamic pop ups to help reduce the need for customization

Parameterized URL

JD Edwards World

© 2006 Oracle Corporation – Proprietary and Confidential

World Electronic Document DistributionStreamline communications throughout your business ecosystem

• Distribute World output

• Interactive / DREAM Writer / World Writer

• Create mailing lists and preconfigured routings

• Attach documents to Email templates or ad hoc

• Simple Bursting

• Email or FTP or...

• Gateway to advanced publishing in Oracle Business Intelligence Publisher

Batch

Export

Batch

Export

Batch

Distribution

EDD supports simple bursting based on Address Number

World

Burst

EDD Batch Distribution

sends completed email or FTP to

recipients

Batch (Spooled File) Export produces a file from the report

• A Distribution Profile provides distribution parameters

• Optional email list provides recipients

• Optional email template provides subject & body

• Optional transformation template can reformat XML output

Run DREAM Writer or World Writer Report,

Export to XML

© Oracle Corporation – Proprietary and Confidential

BI Publisher for EnterpriseOne and World










Get to 9

Oracle Recommendations for JD Edwards UpgradesFor Current JD Edwards EnterpriseOne Customers

OnRelease

Premier SupportEnd Date

Eligible for Extended Support

Oracle

RecommendsProject Notes and Ideas

Xe8.0

Dec 2013 No 9.0.2 Begin upgrade project now

New functionality, web user interface, major architectural changes

8.9 Sep 2008 No 9.0.2 Begin upgrade project now


8.10 Jun 2009 No 9.0.2 Begin upgrade project now


8.11 Dec 2009 Dec 2012 9.0.2 Begin upgrade project now

Low level of effort to move to 9.0.2

8.12 Apr 2011 Apr 2014 9.0.2

or

9.1 (planned)

Upgrade to 9.0.2 – Low level of effort

Option No. 2 - Purchase Extended Support and plan upgrade to 9.1

9.0 Sep 2013 Sep 2016 Take update 2 Deploy update 2 to extend support window

9.0.2 Nov 2015 Nov 2018 Stay current Upgrade to 9.1 when available

Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.

Oracle Recommendations for JD Edwards UpgradesFor Current JD Edwards World Customers

On

Release

Premier SupportEnd Date

Eligible for Extended Support

Oracle

RecommendsProject Notes and Ideas

A7.3 Dec 2013 No JDE E1 9.0.2

or

A9.2

Begin upgrade project now

New functionality, web user interface

Business decision – Upgrade to EnterpriseOne 9.0.2 or World A9.2

A8.1 Dec 2013 No JDE E1 9.0.2

or

A9.2

Begin upgrade project now

New functionality, web user interface

Business decision – Upgrade to EnterpriseOne 9.0.2 or World A9.2

A9.1 Apr 2012 Apr 2015 JDE E1 9.0.2

or

A9.2

Option 1 - Upgrade to EnterpriseOne 9.0.2

Option 2 – Easy upgrade to A9.2.1 with new functionality

Option 3 – Purchase extended support; then upgrade to A9.3

A9.2 Apr 2014 Apr 2017 Take update 1 Deploy A9.2 Update 1 to extend support window

A9.2.1 May 2015 May 2018 Stay current Upgrade to A9.3 when available

Roadmap subject to change without notice. The above is intended for information purposes

and may not be incorporated into a contract.

Feature Premier

Support

Extended

Support

Sustaining

Support

Major Product and Technology Releases

Technical Support

Access to Knowledge Base

(MetaLink/SupportWeb)

Updates, Fixes and Security Alerts Pre-existing Only

Tax, Legal and Regulatory Updates No

Upgrade Scripts No

Certification with existing Third Party

Products/Versions No

Certification with New Third Party

Products/Versions No No

Certification with new Oracle Products No

Lifetime Support Policy Deliverables










Get to 9

39

ROIJD Edwards EnterpriseOne and World

Dynamic, Online Upgrade Value Proposition DEMOJD Edwards EnterpriseOne and JD Edwards World

Doc ID #1310896.1

support.oracle.com

Online search ► Between releases ►Custom report

Customize report title

Customize searches

© 2010 IBM Corporation

41

Input your current

situation

Immediately see the

estimated ROI

Revise estimates

used in the tool to

match your

environment

Generate a custom

presentation

1.

2.

3.

4.

All it takes is four easy steps to an estimated ROI and a professional presentation

IBM ROI Tool for Oracle JD Edwards http://k.kmaone.com/jderoi

http://k.kmaone.com/jderoi

Sample Business Cases

Sample Business Cases

• Sample Business Case for EnterpriseOne – Doc ID 1283093.1

• Sample Business Case for World – Doc ID 1283154.1

• Written by customers when they upgraded

• Use as a reference when building a business case

Upgrade Challenge White Paper – JD Edwards World

• Written by customers for customers

• Upgrade Challenges

• Modifications / Customizations

• Resources

• Business Case

• Training

• User Adoption and Acceptance

• Technical

• 3rd Party Products

• Web Applications

• Project Management

• Product Support

Document # 1084525.1

Upgrade Best Practice White Paper-JD Edwards EnterpriseOne

• Written by JD Edwards EnterpriseOne Strategy Council

• Best Practice

• Upgrade Focus Group

• 15 large E1 customers

• Identified issues, challenges and approaches

• Tools upgrade best practices

• Application upgrade best practices

• Document # 1282389.1

45

Resources

46

Upgrade ConsortiumJD Edwards EnterpriseOne

Objective Bring JD Edwards EnterpriseOne customers who are evaluating,

planning or in the process of upgrading together with Oracle

representatives to enable the sharing of lessons learned, tips &

techniques and best practices.

Subscribe Quest Website – http://questdirect.org/, under the Community Tab, select Groups. In Search in Groups, type: “EnterpriseOne Upgrade Consortium”. When the JD Edwards EnterpriseOne Upgrade Consortium Group is displayed, click on Join Group.

You will then be on the email distribution list for the call each month and will receive emails with dial-in information and an agenda.

Cost Free

When 2nd Wednesday of each month 11am EST

Contact [email protected]

47

Upgrade ConsortiumJD Edwards World

Objective Bring JD Edwards World customers who are evaluating, planning

or in the process of upgrading together with Oracle representatives

to enable the sharing of lessons learned, tips & techniques and

best practices.

Subscribe Quest Website – http://questdirect.org/, under the Community Tab, select Groups. In Search in Groups, type: “World Upgrade Consortium”. When the JD Edwards World Upgrade Consortium Group is displayed, click on Join Group.

You will then be on the email distribution list for the call each month and will receive an email with dial-in information and an agenda.

Cost Free

When 1st Thursday of each month 11am EST

Contact [email protected]

48

World A9.2 Product Information Page

EnterpriseOne 9.0 Product Information Page

Upgrade Advisors – for E1 and World

• Advisors For Database, Fusion Middleware, E-Business Suite, PeopleSoft, JD Edwards, Siebel. Find Oracle Support Upgrade Advisors Note 250.1

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=250.1

51

Upgrade Planning Requests

Have an 'Upgrade Planning Session‟ with Oracle Support

An opportunity to proactively discuss your upgrade plans with Oracle Support. We can help

clarify roadmaps, best practices and provide general guidance.

Simply open an SR to request an 'Upgrade Planning Session„. Include:

1. Anticipated Start Date for the upgrade?

2. Anticipated Completion Date for the upgrade?

3. Any other relevant information or specific questions related to the upgrade

How to Open an SR for an Upgrade Planning Request (Doc ID 974500.1)

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=974500.1&h=Y

52

Log an Upgrade Service Request

World - 1st Step – Contact GCS

• Named support contact will be assigned

• Technical assistance throughout upgrade process

• Resources for application issues

• Help installing Web Enablement

• Clarification on the new functionality

• Request for list of known issues

53

Content Authoring Tool

Used Throughout the Software Lifecycle

Training: See It, Try It, Know It, Do It Modes

Documentation: User Guides, Business Processes,

Test Scripts, Job Aids

Pre-built Content

21 Modules Available for JD Edwards EnterpriseOne 9.0

24 Modules Available for JD Edwards World A9.2

User Productivity Kit (UPK)

54

UPK Content – JDE EnterpriseOne 9.0

• Fundamentals

• General Ledger

• Accounts Payable

• Accounts Receivable

• Fixed Asset Accounting

• Sales Order Management

• Inventory Management

• Procurement and Subcontract

• Human Capital Management Fundamentals

• Time and Labor

• Configurator

• Advanced Pricing

• Homebuilder Management

• Real Estate Management

• Advanced Real Estate Forecasting

• Grower Management

• Grower Pricing and Payments

• Blend Management

• Product Data Management

• Discrete Shop Floor Management

• Engineer to Order

55

UPK Content – JD Edwards World A9.2

Foundation

Address Book

Common Foundation

Technical Foundation

World Writer

Approvals Management

Distribution

• Inventory

• Purchasing

• Sales Order

• Quality Management

• Advanced Pricing

• EDI

Financials

• Accounts Payable

• Accounts Receivable

• General Ledger

• Fixed Assets

• FASTR

• Purchase Card Management

• Job Costing

Human Capital

Management

• Human Resources

• Payroll

Manufacturing

• Product Costing and Manufacturing Accounting

• Product Data Management and Shop Floor Control

• Requirements Planning and Production Scheduling

• Base Configurator

56

Oracle Training Offerings

TOIs, Transfer of information On-line courses

Release specific product knowledge

No cost for maintenance customers

Advisor Web Casts More than 10 live sessions per month

Sessions archived

No cost for maintenance customers

Self Study Classes Available for most modules

Documentation Web based

Easily Searchable

Custom Classes Onsite training provided by Oracle Consulting and Business Partners

https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=605155.1


http://ilearning.oracle.com/ilearn/en/learner/jsp/advanced_search.jsp?btn=advsrch&keywords=&CompetencyId=&srchfor=1&lang=ALL&col=0&mat=0&wrd=&aor=0&col=1&mat=0&wrd=&aor=0&col=2&mat=0&wrd=&aor=0&col=3&mat=0&wrd=&aor=0&dlvm=0&datechoice=S&START_MM=-1&START_D


http://ilearning.oracle.com/ilearn/en/learner/jsp/advanced_search.jsp?btn=advsrch&keywords=&CompetencyId=&srchfor=1&lang=ALL&col=0&mat=0&wrd=&aor=0&col=1&mat=0&wrd=&aor=0&col=2&mat=0&wrd=&aor=0&col=3&mat=0&wrd=&aor=0&dlvm=0&datechoice=S&START_MM=-1&START_D

58

JD Edwards in Social MediaBLOGS• The JD Edwards blog is named: JD Edwards Attitude@Altitude

Attitude@Altitude goes live on April 8th, 2011

MICRO BLOGGING on Twitter:Twitter - Follow these JD Edwards staff members. (Tip: From the Twitter site, search JD Edwards and jdedwards to find others that post tweets about JD Edwards)

@lyleekdahl (Lyle Ekdahl – JD Edwards Group Vice President)@kembutler (Kem Butler – JD Edwards Communications Director)@johnschiff (John Schiff – JD Edwards Vice President and General Manager)

JD Edwards USER COMMUNITIES - sharing information and having conversations

• Oracle Mix @ https://mix.oracle.com/homea. Be sure to click on the “Groups” tab and explore the wide variety of groups.b. Search on JD Edwards to narrow your focus, or use the drop down menu (right side of page) to select a JD Edwards product familyc. This site requires your MyOracle Support sign on

• LinkedIn – there are many JD Edwards groups on LinkedIn. • The one that JD Edwards strategy is most active in is named “JD Edwards Professionals”

NEWLETTERS• Oracle specialty newsletters available. You can read them by going to http://www.oracle.com/us/syndication/subscribe/index.html, or you can subscribe to newsletters so that they are delivered to your inbox. (use this same link to review and subscribe to newsletters of your choice.

http://blogs.oracle.com/jd_edwards/

http://blogs.oracle.com/jd_edwards/

http://twitter.com/

https://mix.oracle.com/home

http://www.linkedin.com/groups?mostPopular=&gid=63023

http://www.oracle.com/us/syndication/subscribe/index.html

59

JD Edwards World Resources

JD Edwards World Upgrade Advisors:


JD Edwards World A9.2 Product Information Center

https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYSTEMDOC&id=1114713.1

JD Edwards World A9.2 – Transfer of Information – TOIs


For more information about JD Edwards World

http://www.oracle.com/applications/jdedwards-world.html

General Support Policy

http://www.oracle.com/support/premier/lifetime-support-policy.html

Contact [email protected] for additional information

JD Edwards Upgrade Value Proposition Tool:













mailto:[email protected]


60

JD Edwards EnterpriseOne Resources

General Support Policy


JD Edwards EnterpriseOne 9.0 Information Center


More Information on JD Edwards EnterpriseOne

Contact [email protected] for additional information

http://www.oracle.com/us/products/applications/jd-edwards-enterpriseone/index.html

JD Edwards EnterpriseOne Transfer of Information (TOIs)

https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id= 605155.1

JD Edwards EnterpriseOne Upgrade Advisors

https://support.oracle.com/CSP/main/article?cmd=show&type=NO

JD Edwards Upgrade Value Proposition Tool:








mailto:[email protected]









jd edwards & peoplesoft 1 | john schiff | jd edwards upgrade to the 9s.pdf

Technology

eliminate

sample business

eliminate

premier supportend

extend support

month 11am

support dates

cmdshowamp