JDE & Peoplesoft 3 _ Sumedh Vipradas _ Reduce Invoice Processing Costs and Cycle Time.pdf

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Transcript of JDE & Peoplesoft 3 _ Sumedh Vipradas _ Reduce Invoice Processing Costs and Cycle Time.pdf

The most comprehensive Oracle applications & technology content under one roof The most comprehensive Oracle applications & technology content under one roof

Reduce  invoice  processing  costs  and  cycle  3me  with  document  capture  and  imaging  

 Sumedh  Vipradas  

The most comprehensive Oracle applications & technology content under one roof

Agenda    

•  Payables  Business  Challenges    •  Invoice  Processing  Solu;on  for  JD  Edwards  Financial  Management  

•  The  Oracle  ECM  /  SYSTIME  Integra;on  with  JD  Edwards  

•  Why  SYSTIME?    •  Q&A  

The most comprehensive Oracle applications & technology content under one roof

Payables  Business  Challenges  for    JD  Edwards  Customers  

The most comprehensive Oracle applications & technology content under one roof

The  Payables  Paper  Problem    

4  

•   High  volumes  and  variety  of  formats  

 •   Inefficient  and  expensive  to  store  &  process    •   Difficult  to  search  &  find      •   Reten;on,  compliance    &  legisla;on  issues    

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Not  All  AP  Imaging  Solu;ons  Are  The  Same    Point  solu;ons  fall  short  

•  Proprietary  workflow  and  integra;on  

•  Extensive  customiza;ons  •  Limited  access  to  images  and  workflow  outside  JD  Edwards  

•  Limited  func;onality  designed  for  specific  solu;ons  •  Limited  scalability  to  handle  large  volumes  •  Restric;ons  on  number  of  users  

 

x   Proprietary  

x   Embedded  

x Restricted  

The most comprehensive Oracle applications & technology content under one roof

INVO

ICE  VOLU

ME  

HIGH  

ORACLE  FUSION  MIDDLEWARE  

EDI/XML  

Oracle’s  Integrated  AP  Solu;on  

PAPER     SELF-­‐SERVICE  

LOW  

EnterpriseOne  Accounts  PAYABLES  

Oracle  Content  Management  

EnterpriseOne  Procurement  Supplier  Self  Service  

INVOICE  PROCESS  AUTOMATION  

The most comprehensive Oracle applications & technology content under one roof

Invoice  Processing  Automa;on  for  JD  Edwards  Financial  Management  

 

The most comprehensive Oracle applications & technology content under one roof

SYSTIME  Invoice  Processing  Solu;on  Using  Oracle  ECM    

An  end-­‐to-­‐end  automated  system,  from  receipt  to  payment    

Extract/Index  Capture   Route  Access  

         Scan  &  import      invoices  

 Invoice  header  &  line  items  extracted  

 Store  in  image  repository  

 Invoices  &  data  access  via  JDE  

 Workflow  resolves  excep;ons    

Store  

3   2  

1  

The most comprehensive Oracle applications & technology content under one roof

Corporate  Mail  Room  

Capture    

Centralized  Content  Repository  

Regional  Office  

•  Enterprise  scanners  •  Desktop  scanners  •  Mul;-­‐Func;on  Devices  

Centralized  or  remote  scan  &  import  of  invoices  

The most comprehensive Oracle applications & technology content under one roof

•  No  templates,  rules  or  anchors  required  

•  Both  invoice  header  and  lines  extracted  plus  PO  matching  

•  Validates  data  with  JD  Edwards  data  

•  Performs  fuzzy  search  for  fault  tolerant  data  valida;on  

Extract/Index  Eliminates  significant  manual  data  entry  

The most comprehensive Oracle applications & technology content under one roof

Store  &  Access    

• High volume image archiving with support for shared services

• Flexible, secured saved searches for easy access

• Shared repository services for enterprise content management

• Web based document access with annotations and redactions

• Productized integrations with Oracle Applications

The most comprehensive Oracle applications & technology content under one roof

Store  &  Access    

• Access invoice images & exceptions: • Process exception queues • Retrieve supporting documents

The most comprehensive Oracle applications & technology content under one roof

•  Pre-­‐built  valida;on  workflows  with  excep;on  handling  

•  Automated  email  no;fica;ons  to  users  inside  &  outside  of  JD  Edwards  

•  Automated  re-­‐assignment,    delega;on  or  escala;on  

3  

Route  

1  

2  

Faster  excep;on  resolu;on,  account  coding  &  approvals  

AP clerk requires Supplier information to be updated in JDE

AP clerk is notified of update

Employee receives email request for adding Supplier in JD Edwards

The most comprehensive Oracle applications & technology content under one roof

Business  Ac;vity  Monitoring  Real-­‐;me  metrics  provide  be`er  process  visibility  

•  View  in-­‐flight  processes  at  mul;ple  levels    •  Configure  rules/alerts    •  Configure  dashboards  without  programming  

The most comprehensive Oracle applications & technology content under one roof

High Level - Solution Architecture

The most comprehensive Oracle applications & technology content under one roof

"   JD Edwards integrated workflows for processing "   PO Based invoices "   Standard Pay Invoices

"   Out of the box workflows for handling exceptions like - "   Duplicate Invoice "   Missing PO, Invalid PO, Incomplete PO "   Missing Supplier "   Pending Goods Receipt "   2 way match/3 way match failure

"   GL Coding Interface for JD Edwards "   BAM Dashboard for JD Edwards based AP processes

"   Minimum Technical Requirements for JD Edwards "   JD Edwards EnterpriseOne v 8.11 SP1 "   JD Edwards EnterpriseOne Toolset v 8.97 "   Oracle Business Services Server

SYSTIME’s AP Accelerator for JD Edwards

The most comprehensive Oracle applications & technology content under one roof

• Component of Fusion Middleware

• Provides imaging infrastructure for other enterprise imaging needs

Strategic

• Solutions based on Oracle’s best practices

•  Leverages Oracle’s technologies

• No duplication – leverages native JDE functionality

Integrated

• End-to-end solution: capture, imaging & workflow

• Flexible automation levels; “key from image” or fully automated “touchless” processing

Complete

SYSTIME  Invoice  Processing  Solu;on  Using  Oracle  ECM’s  AP  Imaging  Solu;on    

How  it’s  different    

The most comprehensive Oracle applications & technology content under one roof

Demo  Oracle  ECM  /  SYSTIME  Integra;on  with  

JD  Edwards  

The most comprehensive Oracle applications & technology content under one roof

About  SYSTIME  •  A  global  company  with  3  decades  of  

experience  with  a  strong  and  consistent  performance  

•  The  world’s  largest  JD  Edwards  player  with  deep  JD  Edwards  knowledge  and  global  implementa;on  capabili;es  

•  1000  strong  workforce  across  10  countries    

•  Customers  across  Americas,  Europe,  Middle  East,  and  Asia  Pacific    

•  Five  ;me  award  winner  for  JD  Edwards  Excellence  

The most comprehensive Oracle applications & technology content under one roof

SYSTIME’s  Fusion  Middleware  Experience    

       

•  Oracle  Specialized  in  SOA  

•  Oracle  Specialized  in  ECM  

•  More  than  10  years  experience  in  providing  Middleware  solu;ons  around  JD  Edwards  

•  Serviced  more  than  55  Global  JDE  clients  through  100+  Middleware  projects  around  JD  Edwards    

•  Focused  on  5  Middleware  solu;on  areas  –  ECM,  SOA  ,  Portals,  E-­‐Commerce  and  Mobility    

The most comprehensive Oracle applications & technology content under one roof

The most comprehensive Oracle applications & technology content under one roof

The most comprehensive Oracle applications & technology content under one roof

For  viewing  more  use  cases      Visit  us  at    Booth  #  49.        

The most comprehensive Oracle applications & technology content under one roof

“The  contents  of  this  document  are  proprietary  and  confiden;al  to  SYSTIME  Global  Solu3ons  Private  Ltd.  and  may  not  be  disclosed  in  whole  or  in  part  at  any  ;me,  to  any  third  party  without  the  prior  wri`en  consent  of  SYSTIME  Global  Solu3ons  Private  Ltd.”    “©  2011  SYSTIME  Global  Solu3ons  Private  Ltd.  All  rights  reserved.    

Thank  You    www.sys3me.net  

Contact    us    Sco`  Beck  sbeck@sys;me.net    Sumedh  Vipradas  svipradas@sys;me.net    

The most comprehensive Oracle applications & technology content under one roof