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JD Edwards
Summit
Preview the Plans for
JD Edwards World A9.4 Release
David Greiner, Product Management
Sue Brown, Product Management
February 5, 2015
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Safe Harbor Statement
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.
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Program Agenda
1
Manufacturing
2
Sales and Procurement
3
Financials
4
Summary and Q&A
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Manufacturing
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Forecast Consumption by Customer
 Sales and shipments compared to
customer specific forecast quantities
rather than aggregate
 Ensures ability to meet contractual
requirements based on customer
furnished forecasts
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Forecast Consumption
by Customer
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7
Forecast Consumption
by Customer
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8
Forecast Consumption
by Customer
4242: 50
shipped
5661: 150
shipped
Other: 250
shipped + open
order for 10 due
1/30
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9
Forecast Consumption
4242: 50 shipped
5661: 150 shipped
Other: 250 shipped
+ open order for 10 due 1/30
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10
Forecast Consumption
by Customer
4242: 50 shipped
5661: 150 shipped
Other: 250 shipped
+ open order for 10 due 1/30
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11
Cost By Work Center
 Costs maintained by cost components
and work center
 Enables variance monitoring by work
center
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12
Cost by Work Center
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13
Cost by Work Center
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Cost by Work Center
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15
Cost by Work Center
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16
Cost by Work Center
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17
Cost by Work Center
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18
Cost by Work Center
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19
Cost by Work Center
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20
Sales and Procurement
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Encumbrance and Commitment
Description
Improve data integrity by the following:
• Tracking cancel dates for POs with commitments
• New integrity report for the PA ledger to identify discrepancies and
ensure balances
• Give users the option to prevent a PO cancellation in a different
fiscal year than it was created.
What?
• Update the two new fields added to the F4311 table, Actual Cancel
Date and G/L Cancel Date when canceling POs with commitments
• Create new processing option to give the user an option to prevent
cancellation of the order line in a different fiscal year.
• Enable receipt, reversal, and re-receipt of a PO without exiting the
program and corrupting the PA ledger.
•Create a new integrity report for the PA ledger that identify the
discrepancies between the P4311 and P43199 records to include
Why?
• Improve data, tracking, balancing, and reporting of purchase orders
with commitments
• Provide additional controls for preventing cancelations across fiscal
years
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New Integrity to Report PA Discrepancies
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Enter Purchase Orders and Enter Receipts by PO
New Processing Option
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Sales Order Componentization – Fun Facts!!!
Fun fact about the new P4211 in A9.4
• A new service program (Z4211), a new module (M4211), and two new subprocedures (EditSalesHdr and
EditSalesLine) were created and implemented in P4211.
• Approximately 15,000 lines were removed from P4211. The old P4211 was 32,765 lines (right at the limit). The
new P4211 is approximately 18,000 lines.
• M4211 (which includes the subprocedures) is approximately 23,000 lines.
• The subroutine S005A was moved into EditSalesHdr. 90% of S005, along with all of S005B, S005C, S005D,
S005D1, S005E, S005F, S005G, S005H, S005I, S005J, S005P, S005L, S005T, S004D1, S004I, and S004J, was moved
into EditSalesLine.
• The code from copy modules C005AL, C005E2L, C005KL, and C4211KYL has been put back into M4211 and
P4211 and these copy modules will be obsolete.
• The code from the servers X4211KT (kits), X4211CFG (configured items), and X4211TFR (transfer cost) has been
moved back into M4211 and these servers will be obsolete.
• All of the code moved into the subprocedures was rewritten.
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Financials
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Update Tax Field G/L Post
Why?
To reduce rounding errors associated with foreign and domestic
taxes, new tax fields were added to A/P & A/R to support
Purchasing and Sales passing detailed tax information. As part of
the G/L post componentization project, tax ledger update & tax
calculations were broken out into a new application.
What?
• Purchasing and Sales directly update the detail tax fields in A/P &
A/R
• New Tax application updates the tax ledger with the detail
amounts reducing the amount rounding errors, by not recalculating
taxes at a summarized amount.
Benefit
• Simplify tax calculations so are only performed by the initial entry
program.
• Align tax ledger updates to work similarly to all other applications
that create G/L transactions
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G/L Componentization and Posting
Why
Break out all the functionality within the post application that is not
directly related to balancing, editing, creating I/C settlements, and
posting from G/L transaction table to Account Balance table into
separate applications.
What
• Current post applications creates A/R & A/P balancing
transactions
• Create A/R & A/P “pre-post” applications where all the required
transactions are created prior to the post application running
• Simplify the post application to streamline enhancements and
fixes in the future
Benefit
•Align A/P & A/R’s pre-post to work similarly to all other applications
that create G/L transactions
• Breaking apart an application that is too large and performs to
many tasks within one application
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Journal Entry – New User Reserved Data
User Reserved Data
• Store and report on additional business
information at the journal entry line and
ledger type level
– User defines the type of information
• Insurance/Financial/3rd Party Integrations
• Company/Department/Depot/Manager
– User controls allowed values for each unique
User Reserved Type
– Report information using standard reporting
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Introducing
Expense
Management
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Entering a New Expense Report
Pre-Approval – Is the
report going to be
estimated or actual
amounts
Employee Number
Defaults from the
employee's user profile
Book expenses to a
business unit or project
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Credit Card Transactions listed for the
Employee
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Entering Mileage
Set up defaults by dates
and amounts
Enter type of mileage and distance system calculates reimbursement
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Expense Revisions Tracks
 Receipts – Are receipts required based on card set up
 Itemization – Was the amount broken out correctly
 Personal Expenses - Did the employee use the company card for personal expenses?
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Questions
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