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JD Edwards Product Update and Roadmap

Robert Monahan Vice President, Product Management


Gary Grieshaber Vice President, Product Management

April 20, 2020


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, timing, and pricing of any features or functionality described for Oracle’s
products may change and remains at the sole discretion of Oracle Corporation.
The JD Edwards Product Strategy
Simplify, Optimize and Transform your JD Edwards ERP

Simplify Automate

Simplify & Automate ERP Optimization Digital Transformation


• Efficient Run and Maintain • Customer Driven Productivity • Process Automation
• Enterprise Class • Extend Existing Business • Low/No code UI
Infrastructure Processes • Integrations and
• Continuous Innovation and • Regulatory compliance Extensibility
Deployment
Copyright © 2020 Oracle and/or its affiliates.
Oracle’s Investments for JD Edwards Customers
Leverage JDE Strengths Combined with the Broader Oracle Cloud Portfolio
CHOOSE YOUR PRACTICAL PATH TO ORACLE CLOUD APPLICATIONS

ERP Cloud SCM Cloud CX Cloud HCM Cloud

UPTAKE JDE ENHANCEMENTS

Simplify & Optimize ERP Digital


Automate Applications Transformation

MOVE AND IMPROVE JDE USING ORACLE CLOUD INFRASTRUCTURE


Load Database Exadata
Compute Networking Storage
Balancing Cloud Service Cloud Service

Copyright © 2020 Oracle and/or its affiliates.


Oracle Applications Unlimited JD Edwards EnterpriseOne JD Edwards EnterpriseOne
Tools 9.2.4.3 Application Enhancements

Applications Unlimited is Oracle's Announcing JD Edwards Announcing JD Edwards Applications


commitment to Continuous EnterpriseOne Tools 9.2.4.3, released for 9.2 released on April 9, 2020
Innovation for JD Edwards on April 9, 2020 with new capabilities
and maintenance • 58 Enhancements delivered as a
customers while also providing a direct result of customer requests
commitment to offer Oracle
Premier Support through at least Digital Transformation • #1 Financials SIG enhancement
2031. • Orchestration Debugger Request
• Business Function as an Orchestration Step • #1 & #2 M&D SIG Enhancement
• JD Edwards EnterpriseOne 9.2 Requests
User Experience
• Navigation / Page Composer Improvements
• Form Extensibility Improvements
• Learning path for Mobile Apps
Platform Certifications

Committed to Customers, Innovation, and Products


Copyright © 2020, Oracle and/or its affiliates
JD Edwards Roadmap: Continuous Innovation on 9.2
Continued Investment and Support without Major Upgrade

Reviewed Annually for Extension


Release
9.2
2031

9.2.2 9.2.3 9.2.4 9.2.D 9.2.L 9.2.M 9.2.N


2015 2017 2018 2019
Nov Nov Nov Nov

Feature Packs
Updates
As of April 20, 2020
Roadmap subject to change without notice. The above is intended
Copyright © 2020 Oracle and/or its affiliates. or information purposes and may not be incorporated into a contract.
Future EnterpriseOne 9.2 Solutions Planned
Highlights of Planned and Research Features

Planned Research
Simplify - Automate ERP Optimization Digital Transformation Simplify - Automate ERP Optimization Digital Transformation
• Automated • Apply Tax on Landed • Assertion Framework • Automated Package • Global Lot Master • Modern Workflow
Troubleshooting Cost for Orchestrations Build and Deployment • NACHA Data Security • Automation for Batch &
support for Kernel • Lot Date Selection for • Queue Control for AIS • Server Manager for US Payments Queue Management
failures Requirement Planning Requests Scalability & • Expand LPN • Logic on the Glass
• JD Edwards Reference • Order Level Pricing in • Extend E1 Session to Performance Commitment Swap • Batch on the Glass
Architecture Procurement Hosted Web Apps • Offline monitoring and • Enable Lot Location • Integration on the Glass
Automation for OCI notification
• Pay Type Exemption • Inventory Availability During Receipt Route
• Elastic Container • Rich Text Messages
by State and Customer Search • Simplified Patching • Volume Level Pricing
Deployment Sample Mobile App • Alternative UX:
• Override Price on • Diagnose n Heal (DnH) in Procurement
• Virtual Batch Queues Order from Quote • Enhanced Search Tool • Conversational
• Landed Cost at Time
• IDCS Certification Criteria and Actions Experience: Chat bots
• Supply Demand with • Automated SSL of PO Receipt
• Enhanced Security with Forecast Consumption • Extensibility: Create configurator • Digital Assistants
• Manufacturing
Complex DB Password • Include Safety Stock Form & Row Exits • Autonomous Linux Planning • Embedded Web
Support in Time Series Header • Improved User Sign- Applications
• Next Gen Cloud • Reverse Ship Confirm
• Web Enable OMW • Ability to Edit Block on Auditing Management and • Grouped Arrays from
• Time Sensitive Pricing
• Development Client Type on Active Blocks Monitoring CSV Files
• RMA Simplification
Simplification

The above 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.
Simplify Automate

8
Zones of Investment
Driving innovation at your organization

Disruptive Innovations Existing Innovations

High Performance Process


Transformational Process
• Process automation with
Revenue • Mobile / Digital
JDE orchestrator
Performance Assistant
• Process simplification
• Internet of Things
with UX One
Cost shift
High Efficiency Process
Incubate Future Innovation
Enabling • Automated testing
• AI / Machine Learning
Investments • IT DevOps automation
• Blockchain
• Cloud infrastructure

Copyright © 2020 Oracle and/or its affiliates.


JD Edwards - Simplify and Automate
Increased Innovation at a Lower TCO

Global, Enterprise Class Continuous Easily stay current to leverage


infrastructure at a lower cost Enterprise new capabilities to transform
Innovation
than On-premises Class business processes
and
Infrastructure
Deployment

Efficient Run and


Maintain

Automate common IT activities to


deliver the highest quality of service
Copyright © 2020 Oracle and/or its affiliates.
Enterprise Class Infrastructure
Innovative Solutions to Real World Challenges
Proven system architecture
Infrastructure Challenges Automates best practices
• Dated system architecture practices architecture and migration
from On-premises to Cloud
• Need to size for peak workloads Automation
• Disruptive and costly to refresh system
• Difficult to implement HA/DR Pay for what you use
Workload and policy driven
• Running an outdated or non-mainstream scalability at all layers of the
platform that requires specialized skills architecture
Elasticity

Next gen infrastructure


Cutting edge, High
performance, majority
platform, with managed
Cloud Infrastructure infrastructure at a low TCO
Copyright © 2020 Oracle and/or its affiliates.
Continuous Innovation and Deployment

Continuous Adoption Challenges Simplified Upgrade


Reduces time and effort
required to get code
• High Effort to Upgrade Upgrade current and retrofit
• Time and Effort to Retrofit customizations
Customizations
Retire Customizations
• Ongoing Cost to Validate changes Business analyst tailor user
• Potential impacts to existing Business experiences and process
Processes on the glass
Extensibility

Ongoing Testing
Focus testing on impacted
business processes
Validation
Copyright © 2020 Oracle and/or its affiliates.
Efficient Run and Maintain

Challenges Simplified System Admin


Automation of repetitive
• Time consuming manual system system upkeep requirements,
administration activities System Admin Reimagined Server Manager
• IT resources are focused on supporting
systems instead of innovation Automated Problem Detection
• System maintenance interrupts System self-monitoring,
business processes and activities Dev-ops technologies for
Troubleshooting simplified troubleshooting

Lower System Admin Costs


Automation and simplified
tools for package build and
deployment of JDE
Patching
Copyright © 2020 Oracle and/or its affiliates.
JD Edwards – Simplify and Automate Strategy
Increased Innovation at a Lower TCO
Efficient Run and Maintain Enterprise Class Infrastructure
 User Defined Object LCM  One-Click Automation
 On-Prem to Cloud Migration
 REST Enabled Server Manager
 Reference Architecture
 Health Checks  Upgrade JDE to Cloud Target
 Virtual Batch Queues Planned  Elasticity Capabilities
 White Paper – Auto Scale
Simplify Automate
 Dev Client Simplification Planned
 Web Enable OMW Planned  Autonomous DB Planned

 Blue-Green Deployment Planned  Elastic Deployment Planned

Continuous Innovation and Deployment


 Simplified Upgrade/Update
 Object Tracking with Impact Analysis
 Low-Code/No-Code Digital Platform
 De-Customizer
 Automated Testing Framework Planned
Roadmap subject to change without notice. The above is intended
Copyright © 2020 Oracle and/or its affiliates.
or information purposes and may not be incorporated into a contract.
Link to Whitepaper

Copyright © 2020 Oracle and/or its affiliates.


Circle K
Reduces OPEX costs with JD Edwards on OCI

Key Drivers Solution & Results


• High number of customizations • EnterpriseOne 9.2 on OCI – Financial Management, Real Estate
& high volume of recurring Management, Manufacturing Management, Distribution &
incidents Logistics, Capital Asset Management
• Improve system stability • Automation of Procure-to-Pay, Sourcing & Order-to-cash
• Reduce maintenance costs & • Stable log term fixes – 14% decrease in total open incidents YoY
staying code current and growing
• 48% of super users can solve most or all incidents
• Availability of domains within region for smarter DR
• Reduce OPEX costs in future
“We chose JD Edwards because we deemed it to be the best solution to automate procure-
to-pay, sourcing, order-to-cash, and other essential facets of our operation.”
- Vegar Bøthun, previous CIO at SFR

Copyright © 2020 Oracle and/or its affiliates.


17
JD Edwards – ERP Optimization
High performing processes for your business

Improved user productivity Enable regulatory compliance


through process efficiency for global, country, and industry
and visibility to pertinent processing and reporting
Enhance
business data Customer requirements
Existing Regulatory
Driven
Business Compliance
Productivity
Processes

Horizontal and Industry


enhancements to extend and
deepen business processes
Copyright © 2020 Oracle and/or its affiliates.
Customer Driven Productivity

Process Efficiency

Visibility to Pertinent Information

Pages and Personalization

Copyright © 2020 Oracle and/or its affiliates.


Customer Driven Productivity
April 2020 release at a glance
Financials Manufacturing Distribution

A/R Specialists can Production Planners/Buyers can Inventory Managers can


• set default display options such that
• view important details on the printed • generate and review Work Order
the 'Summary Only’ or the 'Omit
invoice Component Shortage Report that
Zero Quantities' check box is
• choose the pay status for invoice with considers inventory quantities from
selected when accessing the Item
zero amounts all locations
Availability form
• experience an improved transaction Production Engineers can Customer Service rep can
integrity for Invoices, Receipts and • Automatically populate backorder line
• more easily review the history of bill
Drafts pick date from Supply /Demand
of material changes
A/P Specialists can CATP
Quality Managers can Scale Operators can
• use the G/L bank account from the
PB AAI or from the selected vouchers • generate Certificate of Analysis • receive weigh tags for a block or
when creating a manual payment which now includes important lot harvest with the item UOM instead of
information the block default UOM
Copyright © 2020 Oracle and/or its affiliates.
Customer Driven Productivity Examples
April 2020 release at a glance
Real Estate Human
Management Asset Management
Resources
Real Estate Accountants can Asset Managers have Payroll Professionals
• review the results of the Sales Order • warnings issued when obsolete • now have the ability to reset a
Generation process prior to it being part numbers are added to a specific payment from a payroll
finalized, this ensures data accuracy work order run without impacting the rest
prior to generating the transactions • validation available in CAM- of payroll
Manage Equipment Work Managers and Supervisors
Lease Administrators have
Orders, Work Order Revisions, • will find it easier to access time
• consistent access to attachments for and CRM-Manage Service cards for a specific employee
various types of lease data and are Orders
Service Managers and easier to identify
now able to print them on additional
employees with missing time
reports • will not be able to create
• have an easier method of
service work orders or service
finding specific leave requests
contracts to equipment
Copyright © 2020 Oracle and/or its affiliates. marked as inactive
Enhanced Business Processes

Horizontal Processes

Industry Processes

Process Compression
Copyright © 2020 Oracle and/or its affiliates.
G/L Batch Status History
All industries – New Audit and Compliance Capability

General Ledger Batch


• #1 request from customers and the
Re- Quest Financials SIG
Post
Open • Tracks the history of a batch of G/L
transactions
Approve Void • Supports financial and segregation
of duties audits
• Strengthens internal financial
G/L Batch controls
Create Status Delete
History

Who - When - What


Project Status Inquiry
For Project based industries

• Project based assessment of


multiple jobs status
• Includes budgets, actuals and
forecasts
• Level of Detail rollup
• Projected final costs

Copyright © 2020 Oracle and/or its affiliates.


Activity Rules and Ledger
For Manufacturing companies

• #1 and #2 requests from customers and the Quest


Manufacturing SIG
• Ensures adherence to an established process flow
Status 10 Status 40 Status 97 • Provides consistency with Maintenance Work Order,
Work order Work order Work order Sales Order, and Purchase Order processing
created in process accounting
complete • Track work order changes to satisfy auditing
requirements.

Copyright © 2020, Oracle and/or its affiliates


License Plate Picking Optimization
For Distribution companies

• Enhanced pallet picking rules for breakdown logic and


partial pallets
• Optimized location picking logic to provide additional
sequencing options for units of measure and location
quantity
• Maximizes location and staff utilization

Copyright © 2020, Oracle and/or its affiliates


The Weitz Company
Weitz Improves Processes after Upgrade to EnterpriseOne 9.2
Key Drivers Solution & Results
• Eliminate manual processes • Simplification of existing month end processes from 20 hour
• Improve performance of custom run times to minutes
processes • Mobile solutions eliminated manual processes for Paystub view
• Embrace continuous adoption and Delivery Tickets
and innovative features • Custom code for Projected Final Cost was removed for new JD
Edwards Job Cost feature eliminating customization
• Continuous adoption now possible with fewer customizations

Copyright © 2020, Oracle and/or its affiliates


Country Global
Enabling Regulatory
Compliance

Dynamic

Copyright © 2020, Oracle and/or its affiliates


Enabling Regulatory Compliance
April 2020 release at a glance

• United States • European Union • Argentina • India


• Payroll - Year End • Customer/Supplier • General Resolution • Central Goods and
2019 Balance Report AFIP 4245/2018 Service Tax (GST)
• Financial Year End Updates • General Resolution Amendment Rules
2019 1099 • eInvoice for Accounts 4523 (SIRE and 2019
• Support Families First Receivable - XML SICORE VAT • GST Electronic Tax
Coronavirus Response Response Withholding and VAT Invoice Reference
Act Consumption (B2G) Perception Changes) Number (IRN)
• Canada • Taiwan
• Payroll - Year End • e-GUI (Government
2019 Uniform Invoice) 2020
& Reporting

North
EMEA LATAM JAPAC
America

Copyright © 2020, Oracle and/or its affiliates


Lease Accounting For Lessors and Lessees
Meeting Your Global Lease Accounting Requirements

Key Features

 Lessee accounting for property and non-  Lessor accounting for property leases
property assets  Straight line rent
 Simplified lease management  Revenue recognition for lease
 Lease terms change management management companies
 Multi-currency lease processing

Lessee Accounting
Create Generate Create Lease Create Monthly
Establish
Leased Amortization Commencement Amortization
Lease
Assets Schedules Journal Entries Journal Entries

Copyright © 2020, Oracle and/or its affiliates


Martin Marietta
Achieves Compliance with Lease Accounting Standards
Key Drivers Solution & Results
• Compliance with the new • JD Edwards EnterpriseOne 9.2 Lease Management
IASB/FASB accounting • Compliant with the new IASB/FASB accounting standards for
standards for Lease Accounting lease accounting
• Avoided use of 3rd party or • Track leases and lease term changes with JDE Lease
custom solution Management

“The new Lease Accounting solution in JD Edwards EnterpriseOne 9.2 saved the day for us.
We were going down a different path with a different solution until we realized that wasn’t
going to work for us. We only had 3 months before we had to become compliant. We had to
immediately change course and after having conversations with the JDE product team we
went with the new Lease Management solution. In under 12 weeks, we were able to get the
new solution implemented, fully configured and generate 10K reports to become compliant.
The JDE product team helped us throughout the process to make sure we were successful.”
- Krishna Muthuperumal, Director, Enterprise Applications
Martin Marietta

Copyright © 2019 Oracle and/or its affiliates.


Digital
Transformation
32
JD Edwards Digital Platform
Transform Your Processes with Digital Technologies
Use cases to realize the value of your enterprise data
Mobile User interface
Low/No code
Low / No Code User Interface
Alternate UI UX One
Orchestrator
Digital Assistants / Chatbots Frameworks
Pages
CafeOne
Enterprise Process Automation (RPA) JDE Apps Watchlists
Process Low/No code
Notifications

JD Edwards Process Automation Automation &


Form extensions
Form personalization
Extensibility
Search
Queries
Business logic extensibility OneView

Machine to machine integration (IoT) Your Browser based


Integration and
Extensibility Business ERP Users
Cloud Integration (SaaS, PaaS)
Data
Third Party Integrations
Your JDE Assets: Applications and Business Data
Emerging technologies
Copyright © 2020 Oracle and/or its affiliates.
JD Edwards Low/No Code
Fit for purpose UI using tool of your choice

Rapid Application Development


Choose Your Low/No Orchestrations to Connect to to enable Mobile Access,
Code Development Tool JD Edwards Chatbots, IoT, Collaboration…

New! Learning Path for using Visual Builder Cloud Service (VBCS)
and orchestrations to create mobile apps

Copyright © 2020 Oracle and/or its affiliates.


Prototype
Digital Assistants and Chatbots
Expose EnterpriseOne applications in natural human dialog
Browser UI Mobile UI

See the prototype in action:


https://www.youtube.com/embed/VGbKR6AiJro?autoplay=1&mute=1
Copyright © 2020 Oracle and/or its affiliates.
Orchestrated Process Automation
Simplify or eliminate tedious tasks
Use the Tools You Have
Use orchestrations as
Challenges automated transactions.
• Repetitive transactions are a burden to
human users
• Humans make mistakes Simplify and Eliminate
• ERP data is missing, erroneous, or late A single orchestration can
encompass many manual
steps.

Initiate from Anywhere


Invoke orchestrations from
RPA tools, schedulers,
 chatbots, and JDE forms.

Copyright © 2020 Oracle and/or its affiliates.


Redesigned EnterpriseOne Orchestrator Studio
Simple, Graphical and Intuitive
New in Tools 9.2.4

• Improved UX for technical and nontechnical users


• Graphical flow allows easier visibility to steps
• Top-level access to all orchestration components
• Add, move, or delete steps with ease
• Run and debug orchestrations within the Studio
• Intuitive interface for Scheduler
• Simplified management via AIS server;
ADF server no longer required

Copyright © 2020 Oracle and/or its affiliates.


37
Planned
Assertion Framework for Orchestrations
Using orchestrations as test cases
Use the Tools You Have
as·ser·tion: a confident and forceful Use orchestrations as test
statement of fact or belief cases to validate business
processes
Ensuring your Orchestrations
• Execute without errors
10010100 Ensure that Data is Valid
11011011
01010110
Define the expected values
• Produce the data that the creator 11110010 (“assertions”) for test cases
expects and investigate deviations
• At every step in the orchestration
Simplified Capture of Tests
 Use the Orchestrator “Record
a Process” feature to create
tests and expected values
Roadmap subject to change without notice. The above is intended
Copyright © 2020 Oracle and/or its affiliates.
or information purposes and may not be incorporated into a contract.
PennEngineering
Automates Processes with JD Edwards Orchestrator
Key Drivers Solution & Results
• 4-step manual process, 15X/day • All steps combined into a single orchestration
• Eliminate human errors • Two hours to design; one day to develop and test
• Called from a form extension or a handheld scanner
• Process time reduced by 80%
• Elimination of human errors

“We’re enabling the end user on the shop floor to focus on quality, safety
and customer service instead of manually intensive system processes, AND
we’re improving data integrity within our ERP system.”
Melody Bivona, Manager of Applications Architecture, PennEngineering

Copyright © 2020 Oracle and/or its affiliates.


JD Edwards Integration and Extensibility

Challenges Personalization
Empower the business
analysts to simplify the
• Time to deliver solutions to end On the Glass end user experience to
users increase productivity
• Unique skill sets required
Industry Standard Tools
• Rapidly changing technology Common tools reduces the
options cost of development and
• High cost to maintain enable future technology
customizations and integrations Industry Tools trends

REST Services
Future proof integrations
by leveraging industry
Standards Based standards

Copyright © 2020 Oracle and/or its affiliates.


Dutch Valley Food Distributors, Inc.
Enabled Item & Shipment Tracking with JDE E1 UX One
Key Drivers Solution & Results
• Reduce customizations. • EnterpriseOne 9.2 – UX One
• Validate buyer addresses. • Reduced customizations with the help of Personal Forms, Form
• Accurately track items and Extensions & CafeOne.
shipments. • Personal Forms – ‘Customer Category Codes’ helps to match and
maintain customer information; ‘Item Shipping’ helps track &
ship every single item; ‘PO Entry’ keeps delivery date transparent
for buyers & truckers.
• Form Extensions – Helps work with fields in tables associated
with business views. Allowed them to increase number of rows &
expand the grid box.
• CafeOne – Addresses are validated through external APIs, the
address type is returned and is shown on a custom webpage.
Location details are available through integration with Google
Maps.

Copyright © 2020 Oracle and/or its affiliates.


Summary and Call to Action

Copyright © 2020 Oracle and/or its affiliates.


Innovate with EnterpriseOne 9.2
JD Edwards
Digital
• Digitally transform your operations Platform

• Enable Innovation with the latest JD


Edwards application and technology Continuous
Choice and
features Product
Control
Innovation
• React Rapidly to new business trends,
regulatory requirements and technology
trends

• Reduce Risk with access to the latest


updates for infrastructure, security and
compliance updates.
Reduced Security Rapid Adoption
• Choice and Control long term roadmap Risk and to meet your
provides opportunity to fully leverage Improved Business
your Oracle investment Compliance Requirements

Copyright © 2020 Oracle and/or its affiliates.


Get Involved in our Social Communications

JD Edwards The JD Edwards Oracle JD Edwards


Professionals Group (JDE)

LearnJDE.com

Quest Oracle My Oracle Support


@OracleJDEdwards oraclejdedwards Communities
Community

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JD Edwards Week – June 8-11, 2020

https://questoraclecommunity.org/events/conferences/questforumdigitalevent/jd-edwards-week/

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