Accelerate Business Execution with JD Edwards EnterpriseOne Mobile Applications

Accelerate Business Execution with JD Edwards Mobile Applications

Mel DeLellis

Principal Sales Consultant

Oracle Corporation

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.

Things Mobile Web

The Enterprise Evolution The New Normal

Mainframe Client/Server

Mobile Enterprise Challenges In Pursuit of Productivity and Connectivity

• Technology evolving at consumer pace

• User expectations are high

• IT slow to adopt

JD Edwards EnterpriseOne Mobile Solution MOBILE APPLICATIONS MOBILE EVERYWHERE

Mobile Applications

JD Edwards EnterpriseOne Mobile Enterprise Applications

Rapid market delivery, simplified deployment

Powered by Oracle Mobile Application Framework (MAF) & JD Edwards EnterpriseOne Application Interfaces Services (AIS) Server

Mobile Enterprise Applications Product Areas

• Asset Lifecycle Management

• Customer Relationship Management

• Financial Management

• Health and Safety Incident Management

• Human Resources Management

• Manufacturing and Supply Chain Management

• Project Management

• Supply Management


February 2014 (13)

• Contact Customer for Tablet & Smartphone

• Customer Account Overview for Tablet & Smartphone

• Health & Safety Scoreboard for Tablet & Smartphone

• Manage Equipment for Tablet & Smartphone

• Manage My Work Orders for Tablet & Smartphone

• Quick Case Entry for Smartphone

• Report Health & Safety Incident for Smartphone

• Template Meter Readings for Tablet


April 2014 (20) • Contact Employee for Smartphone • Contact Supplier for Smartphone • Create Service Order for Tablet • Create Work Order for Tablet • Expense Approval for Tablet & Smartphone • Manage Cases for Smartphone • Manage Customer Equipment for Tablet & Smartphone • Manage My Service Orders for Tablet & Smartphone • Review Cases for Tablet • Review Team Service Orders for Tablet & Smartphone • Review Team Work Orders for Tablet & Smartphone • Service Work Order Time Entry for Tablet & Smartphone • Work Order Time Entry for Tablet & Smartphone


July 2014 (24) • Change Request Approval for Tablet & Smartphone • Change Request Entry for Tablet & Smartphone • Customer Order Overview for Tablet & Smartphone • Field Progress Entry for Tablet • Field Account Progress Entry Smartphone • Field Progress Equipment Entry for Smartphone • Field Progress Labor Entry for Smartphone • Field Status Review for Tablet & Smartphone • Inventory Availability for Tablet & Smartphone • Job Progress Entry for Tablet • Job Schedule for Tablet • Project Status Review for Tablet & Smartphone

• Purchase Order Approvals for Tablet & Smartphone

• Requisition Self Service Approval for Tablet & Smartphone

• Report an Incident for Tablet

• Warehouse Availability for Tablet


12

October 2014 (8) •General Ledger Batch Approvals for Tablet & Smartphone

•Invoice Batch Approvals for Tablet & Smartphone

•Receipts Batch Approvals for Tablet & Smartphone

•Voucher Batch Approvals for Tablet & Smartphone

Click icon to add picture


January 2015 (16) • Condition-Based Maintenance Alerts for Tablet & Smartphone

• Payment Batch Approvals for Tablet & Smartphone

• Product Price and Availability for Tablet & Smartphone

• Project Time Entry for Tablet & Smartphone

• Quote Review and Release for Tablet & Smartphone

• Sales Held Order Release for Tablet & Smartphone

• Sales Order Counts for Tablet & Smartphone

• Search Sales Order for Tablet & Smartphone

Mobile Everywhere

JD Edwards EnterpriseOne 9.0 First ERP Suite With Full Support on the iPad!

Highlights

• All EnterpriseOne applications

• Browser based

• Leverage EnterpriseOne tools

• Application-specific gestures

• Context-sensitive keyboard

• Specialized functionality

Chrome Browser on Android Tablet

16

•Run all EnterpriseOne apps

•Touch and EnterpriseOne gestures

•Native maps support

•One View reporting

•Media object support

•7 or 10 inch tablets

Another Tablet Option

Tools 9.1.4

JD Edwards EnterpriseOne for iPad Hybrid Application available on Apple App Store

All E1 applications

JD Edwards Container App

Available from Apple App Store

Native look and feel

Integrates with map and camera

See it on the JDE You Tube Channel

http://www.youtube.com/TheOracleJDEdwards




Smarter … Native Watchlists ... Native Row and Form Exits

More Native iPad features…

Multi media attachments… Scratchpad and Signatures

More Use Cases…

Asset Lifecycle Management

Condition-Based Maintenance – Tablet and Smartphone

Create Work Order – Tablet

Equipment Work Order Time Entry – Tablet and Smartphone

Manage Equipment – Tablet and Smartphone

My Work Orders – Tablet and Smartphone

Review Team Work Orders – Tablet and Smartphone

Template Meter Reading – Tablet

Condition-Based Maintenance Tablet and Smartphone Role: Maintenance Technicians

and Supervisors

Included in: Capital Asset Management

Based on: P1310 & P1311

•Enter alert information •Send notification alert messages •Respond to alerts •Initiate an investigation request •Generate alert-related work orders •Update the preventative maintenance schedule

Create Work Order Tablet

• For the Tablet Role: Maintenance Technician


Based on: P48201 & P17714

•Filter and view list of work orders

•Create new work orders

•Enter core information, notes, and photos

•Update equipment status

Equipment Work Order Time Entry Tablet and Smartphone

Role: Maintenance Technician


Based on: P051121

•Ability to enter time against equipment work orders •View totals of time for past week •Interactive graph and totals allow user to drill down to details •Search past timecards •Able to filter and see locked and unlocked timecards

Manage Equipment Tablet and Smartphone

Role: Maintenance Supervisor/ Technician


Based on: P1701, P1702E

•Search for equipment •Drill down into details

•Equipment details

•Upcoming PMs •Repair history

•Enter meter reading on tablet •View and attach photos •View and add notes •See map of equipment location

My Work Order Tablet and Smartphone

Role: Technician


Based on: P48100 & P17100

•See list of technicians’ work orders

•Drill down into details

•Map of equipment location

•View photos of associated equipment and work order

•View and add notes

Review Team Work Orders Tablet and Smartphone

Role: Maintenance Supervisor


Based on: P48100, P17100, P17730, P17732, & P31113

•Summarized view by site and by assigned to •Filter work orders and drill down •Update status and dates •View a map of the location •Manage photos and notes •View work order parts and labor •Call customer contact on phone

Template Meter Reading Tablet

Role: Technician

Included in: Capital Asset Management & Service Management

Based on: P12120U

•Enter meter readings for a batch of equipment (meter reading template) •Enter up to 6 meters / equipment •Enter new reading or net increase •View and add notes

Customer Relationship Management

Create Service Order – Tablet

Customer Order Overview – Tablet and Smartphone

Manage Cases – Smartphone

Manage Customer Equipment – Tablet and Smartphone

My Service Orders – Tablet and Smartphone

Quick Case Entry – Smartphone

Review Cases – Tablet

Review Team Service Orders – Tablet and Smartphone

Service Order Time Entry – Tablet and Smartphone

Template Meter Reading – Tablet

Create Service Order Tablet

Role: Field Service Technician

Included in: Service Management

Based on: P17714

•Filter and view list of service orders

•Create new service orders

•Enter core information, notes, and photos

•Description, equipment, failure, site/customer, assigned to, supervisor, priority, and requested finish date

•Update equipment status

Customer Order Overview Tablet and Smartphone

Role: Sales Representative

Included in: Sales Order Management

Based on: P42101, P42117, P420111, P43070

•View counts for: •Backorders

•Held Orders

•Open Orders

•Quote Orders

•View basic customer information

•Review details of the sales orders

Manage Cases Smartphone

Role: Supervisor

Included in: Case Management

Based on: P17500, P90CG501, P17501E, P1704

•List of cases allows user to drill down and view case details

•See core case information

•Manage case photos

Manage Customer Equipment Tablet and Smartphone



Based on: P1701, P1702, P1702E, P1704, P17041, P12071E, P48201E, P12120E

•Equipment-centric workbench •Drill down into details •View upcoming PMs •View repair history •Enter meter reading •View and attach photos •View and add notes •See map of equipment location

My Service Orders Tablet and Smartphone



Based on: P48201, P48100, P17100, P17730, P17732, & P31113

•See technician’s service order list •Drill down into details •Update status and actual finish date •View map of equipment location •Issue parts and see labor details on the tablet •View photos of associated equipment and service order •View and add notes

Quick Case Entry Smartphone

Role: Technician


Based on: P17500E

•See list of cases by case assignee and/or originator


•Read existing notes

•Enter a case “on the spot”

•View and add photos

Review Cases Tablet

Role: Supervisor


Based on: P17500

•Summarized view of cases by priority and types of cases

•Interactive case counts include open, escalated, today’s cases, overdue and entitled cases


•Manage notes and photos

Review Team Service Orders Tablet and Smartphone

Role: Field Service Supervisor


Based on: P48100, P17100, P17730, & P17732

•Summarized view by site and by assigned to

•Filter service orders and drill down

•Update status and dates

•View a map of the location

•Manage photos and notes

•View service order parts and labor

•Call customer contact on phone

Service Order Time Entry Tablet and Smartphone



Based on: P311221

•Ability to enter time against service orders

•View totals of time for past week

•Interactive graph and totals allow user to drill down to details

•Search past timecards

•Able to filter and see processed and unprocessed timecards

Template Meter Reading Tablet

Role: Technician

Included in: Capital Asset Management & Service Management

Based on: P12120U

•Enter meter readings for a batch of equipment (meter reading template) •Enter up to 6 meters / equipment •Enter new reading or net increase •View and add notes

Financial Management

Contact Customer – Tablet and Smartphone

Contact Supplier – Smartphone

Customer Account Overview – Tablet and Smartphone

Expense Approval – Tablet and Smartphone

General Ledger Batch Approvals – Tablet and Smartphone

Invoice Batch Approvals – Tablet and Smartphone

Payment Batch Approvals – Tablet and Smartphone

Receipt Batch Approvals – Tablet and Smartphone

Voucher Batch Approvals – Tablet and Smartphone

Contact Customer Tablet and Smartphone


Included in: Accounts Receivable

Based on: P03013

•Access phone numbers, e-mail, and internet addresses available for all the contacts for a customer

•View up to 20 of your customer’s relevant category codes

•View a map to your customer’s location

•Call or text contacts from your phone

Customer Account Overview Tablet and Smartphone



Based on: P03B218 and P03013

•View your customer’s account information

•View a map to your customer’s location

•Access phone numbers, e-mail, and internet addresses available for all the contacts for a customer

•Call or text contacts from your phone

Contact Supplier Smartphone

Role: Buyer

Included in: Accounts Payable

Based on: P04012

•See a list of all suppliers

•View address with ability to view a map

•Call supplier or contact directly from the application

•View all contact details for the supplier

Expense Approval Tablet and Smartphone

Role: Manager

Included in: Expense Management

Based on: P09E2011

•View a graph of your employees reports on the tablet

•Review expense reports for your employees

•Review expense details

•View photos of receipts or other documents and notes

•Approve or reject reports

General Ledger Batch Approvals Tablet and Smartphone

Role: Manager

Included in: General Ledger

Based on: P0011

•View the journal entry batches that are in pending status

•Review documents in a batch

•Review line-level information for a document

•Approve a journal entry batch

•View text attachments and photos associated with each journal entry line

Invoice Batch Approvals Tablet and Smartphone

Role: Manager


Based on: P0011

•View the invoice batches that are in pending status

•Review invoices in a batch

•Review line-level information for an invoice

•Approve an invoice batch

•View text attachments and photos associated with each invoice

Payment Batch Approvals Tablet and Smartphone

Role: Manager


Based on: P0011

•View the payment batches that are in pending status

•Review payments in a batch

•Review line-level information for a payment

•Approve a payment batch

•View text attachments and photos associated with each payment

Receipt Batch Approvals Tablet and Smartphone

Role: Manager


Based on: P0011

•View the receipt batches that are in pending status

•Review receipts in a batch

•Review line-level information for a receipt

•Approve a receipt batch

•View text attachments and photos associated with each receipt

Voucher Batch Approvals Tablet and Smartphone

Role: Manager


Based on: P0011

•View the voucher batches that are in pending status

•Review vouchers in a batch

•Review line-level information for a voucher

•Approve a voucher batch

•View text attachments and photos associated with each voucher

Health and Safety Incident Management

Health & Safety Incident Entry – Tablet and Smartphone

Health & Safety Scoreboard – Tablet and Smartphone

Health & Safety Incident Entry Tablet and Smartphone

Role: Employee

Included in: Health and Safety Incident Management

Based on: P54HS30, P54HS00

•See list of employees’ incidents

•Quickly record what, when, and where the incident took place

•Take photos and attach •Record people

•Automatically record GPS coordinates of incident

Health & Safety Scoreboard Tablet and Smartphone

Role: Safety Executive

Included in: Health and Safety Incident Management

Based on: P54HS00

•Scoreboard (# of Days Since Last Incident)

•Incident counts by incident type

•Interactive counts

•Interactive graphs on tablet


•View map of incident location

Human Resources Management

Contact Employee – Smartphone

Contact Employee Smartphone

Role: Manager, Employee

Included in: Human Resources, Time and Labor

Based on: P0801ORG

•Search for employees

•View contact information

•Initiate a call or text message

•View employee work location

•Access a location map

Manufacturing and Supply Chain Management

Customer Order Overview – Tablet and Smartphone

Inventory Availability – Tablet and Smartphone

Product Price and Availability – Tablet and Smartphone

Quote Review and Release – Tablet and Smartphone

Sales Order Counts – Tablet and Smartphone

Sales Held Order Release – Tablet and Smartphone

Search Sales Order – Tablet and Smartphone

Warehouse Availability – Tablet

Customer Order Overview Tablet and Smartphone



Based on: P42101, P42117, P420111, P43070

•View counts for: •Backorders

•Held Orders

•Open Orders

•Quote Orders

•View basic customer information

•Review details of the sales orders

Inventory Availability Tablet and Smartphone

Role: Inventory Controller/ Personnel

Included in: Inventory Management

Based on: P41202

•View inventory item availability across

•Branch/Plants

•Lots

•Locations

•Search and select filter capabilities

Product Price and Availability Tablet and Smartphone


Included in: Inventory Management

Based on: P4101, P41202, P4108, P4106, and P4074

•Search for and review customer-specific:

•Price and Item Price

•Item Details and Availability

•Lot Locations


Quote Review and Release Tablet and Smartphone



Based on: P420111

•Search for and review sales order quote information

•Release quantity

•Generate sales orders directly from the quote

Sales Order Counts Tablet and Smartphone

Role: Warehouse or Branch/Plant Manager


Based on: P42101 and P4210

• Determine which orders are awaiting fulfillment in a specified branch/plant • View orders by:

• Status • Hold Code • Promised Ship Date • Item

Sales Held Order Release Tablet and Smartphone

Role: Credit Manager


Based on: P43070, P42050 and P4210

• Review the percentage of sales held orders by hold code

• Review order-level and line-level details for sales held orders

• Release sales held orders

Search Sales Order Tablet and Smartphone

Role: Sales Representatives


Based on: P42101

• Search for sales orders using filter criteria • Review sales order information • Review payment terms and currency information • Review address and location details, and use navigational features of the device for delivery

Warehouse Availability Tablet

Role: Warehouse Personnel

Included in: Warehouse Management

Based on: P46230

•Inquiry capabilities into: •Item/Location/Lot Availability

•Warehouse Location Detail

•License Plating Hierarchy

•Visibility of Loose Quantity

Project Management

Change Request Approvals – Tablet and Smartphone

Change Request Entry – Tablet and Smartphone

Field Progress Entry - Tablet

Field Account Progress Entry – Smartphone

Field Progress Equipment Entry – Smartphone

Field Progress Labor Entry – Smartphone

Field Status Review – Tablet and Smartphone

Job Progress Entry – Tablet

Job Schedule – Tablet

Project Status Review – Tablet and Smartphone

Project Time Entry – Tablet and Smartphone

Change Request Approvals Tablet and Smartphone

Role: Project Manager

Included in: Project Costing

Based on: P5310

•Update and approve change requests for:

•Projects

•Contracts

•Subcontracts


Change Request Entry Tablet and Smartphone



Based on: P5310

•Enter and update change requests for:

•Projects

•Contracts

•Subcontracts


Field Progress Entry Tablet



Based on: P510211, P12110, P051128

•Enter employee time, as well as, workers on crews for projects

•Enter non-labor equipment time for projects

•Review and update account progress for projects


Field Account Progress Smartphone



Based on: P510211

•Filter to review a range of cost codes

•Review and update account progress for projects

Field Progress Equipment Entry Smartphone



Based on: P12110


•Enter non-labor equipment time for projects

Field Progress Labor Entry Smartphone


Included in: Time and Labor

Based on: P051128


•Ability to view employees for a crew

•Enter employee time as well as workers on crews for projects

Field Status Review Tablet and Smartphone



Based on: P512000

•Review project financial information by cost code


Job Schedule (Manage Cost Code Schedule) Tablet



Based on: P51901

•Review and update the planned and actual start and finish dates for each cost code for a project

•Search and Select filter capabilities

Project Status Review Tablet and Smartphone



Based on: P512000

•Review project financial information


Project Time Entry Tablet and Smartphone

Role: Project Personnel

Included in: Project Costing and Time and Labor

Based on: P051127 and P051125

• Enter, review, update and submit project and non-project timecards • View a list of recently-used timecard accounts, which can be selected and used during time entry • Search for and select project accounts for use during time entry

Supply Management

Purchase Order Approvals – Tablet and Smartphone

Requisition Self Service Approvals – Tablet and Smartphone

Purchase Order Approvals Tablet and Smartphone

Role: Purchase Order Approver

Included in: Procurement and Subcontract Management

Based on: P43081

•See list of purchase orders awaiting your approval •Graphical view of pending orders on the tablet •Quickly review the type of orders, employee who entered it, the supplier and total amount of the order •View notes associated with the order •Easily approve or reject the order

Requisition Self Service (RSS) Approvals Tablet and Smartphone

Role: Requisition Approver

Included in: Requisition Self Service

Based on: : P43E82, P43E15, P43E10

•See list of employees’ requisitions awaiting your approval

•Quickly review who ordered what, total cost, and justification

•Easily approve or reject the requisition

Summary • 83 total mobile applications:

• Role based

• Fit for purpose – task oriented

• Modern user experience

• Mobilizing business processes

• Simple to deploy

• Companion applications

• Stay tuned, more to come . . .

Accelerate Business Execution with JD Edwards Mobile Applications

Mel DeLellis

Principal Sales Consultant

Oracle Corporation

Accelerate Business Execution with JD Edwards EnterpriseOne Mobile Applications

Technology

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