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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 1 JD Edwards UX One Role-Based Solutions January 2017

Transcript of JD Edwards UX One - oracle.com€¦ · JD Edwards UX One – Credit Manager . Customer Credit...

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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 1

JD Edwards UX One Role-Based Solutions

January 2017

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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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JD Edwards UX One – Accounts Payable Manager Efficient Payments for Better Supplier Relationship

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• Ensure prompt payments to optimize cash.

• Analyze invoice processing and disbursements to support company's cash management strategy.

• Reduce cost to process an invoice by increasing A/P team efficiency.

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JD Edwards UX One – Accounts Receivable Manager Enhance Customer Relationship by Building an Efficient A/R Process

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• Increase cash flow by decreasing processing time with real-time alerts.

• Analyze receipt trends to facilitate faster payment by customers.

• Foster strong customer relationship by monitoring and addressing their payment issues.

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JD Edwards UX One – Benefits Manager Gain Insight Into Benefits Utilization and Effectiveness

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• Optimize benefit offerings by understanding enrollment trends.

• Gain insight into employee engagement to improve benefit policies.

• Track employee eligibility to streamline Affordable Care Act processes.

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JD Edwards UX One – Collection Manager More Efficient Collections

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• Reduce collection time with real-time alerts.

• Analyze collection data to design effective collection procedures.

• Improve efficiency of collections through effective management of delinquent customers.

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JD Edwards UX One – Credit Manager Customer Credit Performance at a Glance

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• Efficient credit reviews with timely alerts.

• Monitor and enhance the credit granting process by analyzing historical trends.

• Enhance customer satisfaction with faster credit approval process.

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JD Edwards UX One – Employee Organization Chart Visually Understand the Structure of an Organization

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• Quickly visualize an organization’s structure with a modern, interactive chart.

• Understand employee relationships and responsibilities and access key employee details.

• Analyze work teams and alignment to organizational objectives.

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JD Edwards UX One – Field Service Manager Improve Field Service Activities Through Greater Visibility

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• Improve customer satisfaction by ensuring superior service with greater visibility of your workload.

• Reduce customer downtime by understanding and managing your variances.

• Reduce your maintenance costs by understanding and managing your variances.

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JD Edwards UX One – Field Service Supervisor Manage Your Team More Efficiently

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• Improve customer satisfaction by ensuring superior service.

• Optimize service with greater visibility of your workload and staff utilization.

• Reduce customer downtime by understanding and managing your variances.

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JD Edwards UX One – Fulfillment Manager Enhance Customer Service by Ensuring Timely Fulfillment

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• Enhances customer service by enforcing service-level compliance.

• Optimizes fulfillment by reducing order-fulfillment errors and average cycle time.

• Improves order fill rate by monitoring and prioritizing customer demands.

Presenter
Presentation Notes
A fulfillment manager plays a pivotal role in the order fulfillment process. He is responsible for improving the customer satisfaction thus by retaining/increasing the customer base. A fulfillment manager makes sure that the available inventory is distributed to the priority customers in good condition and on schedule. He directs fulfillment processing and ensures that customer service level agreements are met. Fulfillment manager must have excellent control of his inventory to facilitate timely shipping of goods and merchandise thereby ensuring profit margins.   Note: A fulfillment manager reports to a customer service manager and is part of the order fulfillment organization.
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JD Edwards UX One – Grower Contracts Manager Reduce Uncertainty About Contracted Crops and Payments

Quoted in Caliber

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• Greater visibility to the status of contracts and the crops they represent

• Compare current and planned estimates against receipts to foresee shortfalls in the produce

• Analyze receipts and payments through new inquiry applications

Presenter
Presentation Notes
Grower Contracts Manager is responsible for locating and maintaining the best sources of supply from growers for the   agricultural produce a company needs. The Grower Contracts Manager  negotiates contract conditions with grower/suppliers, including the price, payment schedule, assessments (are payments to 3rd parties such as a bank or government), estimated quantity and maintains communication with grower/suppliers to:    Maintain current estimates for the crop from each grower during the growing season Keep track of WT receipts and know when the grower/supplier has sent their last WT Negotiate & enter the contract & its terms. Make decisions about assessing a penalty to a grower if the crop is not good quality or a bonus if it is better than expected. Renew contracts Control payment to those contracted grower/suppliers.   They are paid according to the contract;   but the Contract Manager must also make sure not to over-pay or under pay a supplier This is a very powerful landing page as it enables the grower contracts manager to track expiring contracts, compare the current and planned estimates, know the region with which he has most contracts, and the best sources of supply.
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JD Edwards UX One – Inventory Accounting Manager Effective Inventory Management by Minimizing Inventory Spend, Risks, and Closeouts

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• Improve inventory accuracy through handling inventory to G/L reconciliations.

• Effective inventory management through identifying obsolete inventory.

• Manage defining Item Cost and Price across various Branch/Plants.

Presenter
Presentation Notes
An inventory accounting manager is responsible for inventory accounting, reconciliations, auditing and provides insights to leadership to help drive business profitably. Often people in this role struggles to analyze trends and variances with traditional report and spreadsheet formats. In many cases, they lack pertinent information to make timely decisions or do corrective actions. Inventory conditions that need their immediate attention hold back supply-chain and inventory improvements. Streamlining the user experience by utilizing the Alert, Analyze, Act paradigm will greatly improve not only the user experience but the also the productivity of these job roles on a day-to-day basis. This landing page is a single stop for the Inventory Accounting Manager to quickly review the items without defined cost or price (in case of new items ) and define them, monitor inventory to G/L reconciliations, monitor obsolete items across the organization and take appropriate action – either write it down or dispose it for a lesser price.
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JD Edwards UX One – Lot Start Manager On-Time and On-Budget Homebuilding through Efficient Handoff from Sales to Construct

• Quickly see alerts to minimize delays in home construction planning.

• Glance of financial status of all homes under construction to optimize profitability.

• Easy access to sales and preconstruction details of all homes.

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JD Edwards UX One – Maintenance Manager Improve Equipment Maintenance through Greater Visibility

• Optimize maintenance with greater visibility of your workload and staff utilization.

• Increase equipment reliability by knowing what equipment needs to be proactively maintained.

• Reduce your maintenance costs by understanding and managing your variances.

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Presenter
Presentation Notes
Optimize your maintenance activities with greater visibility of your workload and staff utilization. Increase equipment reliability by knowing what equipment must be proactively maintained. Reduce your maintenance costs by understanding and managing your variances.
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JD Edwards UX One – Maintenance Operations Manager Improve Maintenance Operations through Greater Visibility

• Reduce your maintenance costs by understanding and managing your budget variances.

• Optimize maintenance with greater visibility of maintenance activities.

• Improve the safety of your organization by monitoring incidents and acting upon trends.

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Presenter
Presentation Notes
Reduce your maintenance costs by understanding and managing your costs. Optimize maintenance with greater visibility of maintenance activities. Improve the safety of your organization by monitoring incidents and acting upon trends.
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JD Edwards UX One – Maintenance Supervisor Manage Your Team More Efficiently

• Optimize maintenance with greater visibility of your workload and staff utilization.

• Reduce equipment downtime by understanding and managing your variances.

• Ensure maintenance is completed on time by monitoring parts availability.

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Presenter
Presentation Notes
Optimize maintenance with greater visibility of your workload and staff utilization. Reduce equipment downtime by understanding and managing your variances. Ensure maintenance is completed on time by monitoring parts availability.
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JD Edwards UX One – Payroll Manager Enhance Visibility of Payroll Operations Across the Organization

• Streamline payroll processing by monitoring and resolving pay cycle exceptions.

• Understand workforce costs and trends to better align with organizational goals.

• Review payroll balances to ensure accuracy and compliance.

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JD Edwards UX One – Pricing Operations Manager Execute Flexible Pricing to Improve Customer Satisfaction and Maximize Revenue

• Stimulates sales and increases revenue by executing efficient pricing strategies.

• Provides business continuity by rearranging non-performing pricing strategies.

• Improves order processing by approving the price exceptions.

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Presenter
Presentation Notes
This person is responsible for managing, coordinating and executing the release of pricing. They are also responsible for managing the price book. The schedule of how this happens depends can vary from daily to weekly depending on the nature of the business/industry. releasing the price book Approve pricing to match the pricing strategy working with product marketing to align pricing with product life cycle ad hoc pricing to align with product lifecycle changes (e.g. EOL) Supports and advises management on pricing issues, recommendations and execution. Manage quotes within the corporate pricing strategies, guidelines and turn-around-time goals.  Build price optimization models based on analysis.
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JD Edwards UX One – Procurement Agreement Manager Effective Monitoring and Management of Procurement Agreements through Greater visibility

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• Improves procurement efficiency by following up on due agreement schedules.

• Provides business continuity by quickly identifying and re-negotiating expiring agreement.

• Improves supplier relationship by following up on exceptions and closed agreements.

Presenter
Presentation Notes
Procurement Agreement managers play a pivotal role in managing and monitoring Procurement agreements that the company has with suppliers. They are responsible for ongoing management of agreements, settlements, negotiating contracts and making sure that agreement terms and condition are met.   Often Procurement Agreement manager struggles to analyze trends, schedules, deadlines, balance statements with traditional report and spreadsheet formats. In many cases, they lack pertinent information to make timely decisions or do corrective actions. Agreements overdue, expired but not renewed agreements or inventory conditions that need their immediate attention hold back supply-chain improvements. This landing page is a single stop for the Procurement Agreement Manager to quickly review the agreement schedules that are due, re-negotiate expiring agreements, follow up with suppliers on closed agreements, view the status of individual supplier’s agreements.
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JD Edwards UX One – Procurement Manager Manage Orders to Increase Purchasing Efficiency

• Quickly see the number of orders awaiting release and approval.

• Evaluate the purchases in a fiscal period to understand business requirements and make well informed decisions.

• Take necessary actions to mitigate delays in the procurement process.

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Presenter
Presentation Notes
The Procurement Manager plans and coordinates the work of buyers and purchasing agents. They review purchase orders and various special orders. The buyer interacts with the Procurement Manager and seeks approvals for purchase orders. The Procurement Manager builds a good relationship with suppliers. They keep themselves updated with the latest market trends and are aware of replacement items which may be a better fit for the market. They also negotiate contracts with the suppliers and monitor its progress. They can forecast levels of demand for services and products to meet the business needs and keep a constant check on stock levels. They can also forecast price trends and their impact on future activities. This landing page is a single stop for the Procurement Manager to know if the business requirement is being met. They can quickly view the orders which need to be released or approved. They can analyze the number of open orders by item or in a fiscal period, know of any delays from a particular supplier and take well informed decisions for future purchases.
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JD Edwards UX One – Sales Agreement Manager Effective Monitoring and Management of Sales Agreements through Greater Visibility

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• Improves sales efficiency by following up on due agreement schedules.

• Provides business continuity by quickly identifying and re-negotiating expiring agreement.

• Improves customer relationship by following up on exceptions and closed agreements.

Presenter
Presentation Notes
Sales Agreement managers play a pivotal role in managing and monitoring sales agreements that the company has with customers. They are responsible for ongoing management of agreements, settlements, negotiating contracts and making sure that agreement terms and condition are met.   Often Sales Agreement manager struggles to analyze trends, schedules, deadlines, balance statements with traditional report and spreadsheet formats. In many cases, they lack pertinent information to make timely decisions or do corrective actions. Agreements overdue, expired but not renewed agreements or inventory conditions that need their immediate attention hold back supply-chain improvements. This landing page is a single stop for the Sales Agreement Manager to quickly review the agreement schedules that are due, re-negotiate expiring agreements, follow up with customers on closed agreements, view the status of individual customer’s agreements.
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JD Edwards UX One -Procurement Pricing Operations Manager Design and Execute Flexible Pricing to Find the Right Supplier and Control Cost

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• Control cost by finding the best price in the market

• Provides business continuity by quickly identifying the supplier price that are going to expire

Improves pricing efficiency by correcting unutilized pricing strategies

Presenter
Presentation Notes
Procurement Pricing Operations Managers are responsible for streamlining the ongoing management and maintenance of supplier prices and promotions in the system. They create and maintain supplier prices and price adjustments in the system. They are responsible for identifying the supplier prices, and procurement pricing adjustments, which are expiring soon and share the data points with the Strategic Buyer and Purchase Agreement Manager, enabling them to negotiate and renew the business/contract. They use different reports or inquiries to view and work with the data and output from batch processes.
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JD Edwards UX One – Project Manager Maximize Project Profitability through Greater Visibility

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• Quickly see alerts that affect project financial performance to ensure on budget project delivery.

• Glance of overall project financial health to maximize project profitability.

• Easy access to all aspects of a job throughout entire project lifecycle.

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JD Edwards UX One – Property Manager Maximize Occupancy and Cash Flow through Greater Visibility of Property Portfolio Management

• Quickly see alerts in order to maximize occupancy and cash flow.

• Glance of occupancy in order to maximize profitability.

• Easy access to all aspects of a property throughout entire property lifecycle.

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JD Edwards UX One – Rentals Operations Manager Improve Efficiency and Profitability of Rental Operations through Enhanced Operational Visibility

• Improve efficiency of the rental department with greater visibility into rental contracts and related orders requiring attention.

• Increase profitability by recognizing underutilized rental equipment and develop plans for re-deployment.

• Improve customer satisfaction by monitoring rental contracts and service work orders for rental equipment.

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JDEdwards UX One – Requisition Manager Making Requisition Approval Easy

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Example

• Quickly track requisitions that need immediate attention

• Easily provide approvals for requisitions ,thereby meeting employee demand

• Evaluate compliance of requisitions and identify exceptions

Presenter
Presentation Notes
Requisition manager reviews requisitions they are assigned to. They can approve or reject requisitions. They have the authority to approve over-budgets. They also manage the budgets for employees within the company. This landing page ensures a streamlined, consistent review & approval process of requisitions. The Requisition Manager can quickly view the requisitions that need to be approved. They can understand the trend of their employees, of when there is demand for a particular office supply is high. They could also easily view who the requesters are.
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JD Edwards UX One – Safety Manager Assess and Respond to Incidents and Drive Continual Safety Improvement

• Measure safety performance to improve effectiveness of safety programs.

• Evaluate incident details to determine root causes and refine safety goals.

• Coordinate incident and task management to improve planning and communication.

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JD Edwards UX One – Service Agent Manager Improve Customer Case Activities through Greater Visibility

• Improve customer satisfaction by ensuring superior service with greater visibility of your team’s workload.

• Reduce case aging with key analytics to guide you.

• Decrease case escalations by understanding what causes them.

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Presenter
Presentation Notes
Improve customer satisfaction by ensuring superior service with greater visibility of your team’s workload. Reduce case aging with key analytics to guide you. Decrease case escalations by understanding what causes them.
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JD Edwards UX One – Service Operations Manager Improve Your Service Operations Through Greater Visibility

• Improve your Service Package offerings by knowing what profitable.

• Increase customer satisfaction by ensuring superior service with greater visibility into cases.

• Reduce your maintenance costs by understanding and managing cost variances.

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Presenter
Presentation Notes
Improve your Service Package offerings by knowing what profitable. Increase customer satisfaction by ensuring superior service with greater visibility into cases. Reduce your maintenance costs by understanding and managing cost variances.
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JD Edwards UX One – Service Contract Manager Improve Service Contract Activities Through Greater Visibility

• Optimize the profitability of your contracts with key analytics to guide you.

• Improve your Service Package offerings by knowing what customers want.

• Increase your contract renewals with early visibility into your expiring contracts.

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Presenter
Presentation Notes
Optimize the profitability of your contracts with key analytics to guide you. Improve your Service Package offerings by knowing what customers want. Increase your contract renewals with early visibility into your expiring contracts.
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JD Edwards UX One – Shipping Supervisor Improve Transportation Planning through Visibility to Carriers and Shipment Volumes

• Alerts for shipments by mode of transport and status

• Visibility to carrier activity and impact on your transportation program

• Easy access to shipment and load details

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JD Edwards UX One – Shipping Supervisor - Truckload Improve Transportation Planning through Visibility to Truckload Carriers and Shipment Volumes

• Alerts for truckload shipments and potential contract shipments

• Visibility to carrier activity and impact on your transportation program

• Easy access to shipment and load details

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JD Edwards UX One – Strategic Buyer Easily Narrow Down Sources of Supply

• Quickly track orders by specific supplier for making targeted procurement decisions.

• Evaluate cost information at a glance, for rapid selection of eligible suppliers.

• Easily complete the ordering process.

Quoted in Caliber

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Presenter
Presentation Notes
The Strategic Buyer is a person(s) whose goal is to identify the suppliers, whose products or services can provide the most value to their organization, to create incremental and long-term shareholder value. They ensure that the organization secures the best deals for products and services it purchases, by carrying out diligent market analysis. Since they have a good understanding of the market, they can foresee market fluctuations and are able to better judge its impact to the organization. They evaluate prospective suppliers to ensure the suppliers meet the organization’s needs. They closely review supplier performance. They might be interested in certain categories of items and even the geographies. They might attend trade shows and conferences, to gather information and get contacts of potential suppliers. Thus, a Strategic Buyer ensures that the organization makes a well sustained profit margin out of the deals embarked upon, thereby accelerating the organizations’ growth and in-turn its revenue. This is a very powerful landing page as it enables the strategic buyer to know their best supplier. Knowing the best supplier in terms of the cost and item is very important as it saves cost to the company. Through this landing page, the Strategic Buyer can quickly compare the Actual Extended cost & Base inventory cost of items for each supplier, also view the Actual Extended Amount for each supplier. They can perform cost analysis over a business unit and item of their choice. They could easily access the order entry and order approval application, look for any delays such as orders awaiting approvals, interact/discuss with the Procurement Manager and smoothly run the purchasing process.
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JD Edwards UX One – Strategic Pricing Manager Design and Implement Flexible Pricing to Maximize Profit

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• Increases profit by designing efficient pricing strategies

• Ensures profit margin by enforcing pricing compliance and rules

• Improves pricing efficiency by identifying and correcting unutilized pricing strategies

Presenter
Presentation Notes
A Strategic Pricing Manager role informs and drives decision making on pricing and the valuation of customer behavior. This role also leads the development and management of pricing strategies and tactics globally, and is also responsible for analyzing and reviewing their company’s market performance, competitive position, and formulating pricing strategies and tactics that support revenue, units, margin, and product portfolio objectives. They use different reports or inquiries to view and work with the data and output from batch processes.
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JD Edwards UX One – Transportation Manager Reduce Transportation Costs by Monitoring Freight Charges and Comparing Carriers to Mode of Transport

• Alerts for shipments with excessive freight charges

• Review transportation analytics that impact your transportation program

• Easy access to programs to update and review freight charges

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JD Edwards UX One – VMI Account Manager Reduce Demand Uncertainty and Risk of Stock Outs While Improving Customer Service

• Reduce demand uncertainty and improve forecast accuracy.

• Real-time tracking of vendor-managed inventory.

• Take necessary actions on non-performing items.

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Presenter
Presentation Notes
VMI Account Manager guarantees that your vendor-managed inventory business is in control of stock.  His duty includes daily monitoring and evaluation of inventory. In a vendor-managed inventory business model, a VMI Account manager is responsible for monitoring target stock levels and current stock level at customer’s warehouse. He can initiate stock replenishment, if required. Inventory manager makes sure that every item of stock reaches its destination on time, and also ensures there are no shortages on shelves. He is responsible for creating/updating replenishment schedules and identifying the dead inventory at the customer’s location. He takes the correct steps for addressing issues. He is interested in knowing the consumption patterns to forecast the supply and demand. This landing page is a single stop for the VMI Account Manager to track item stock levels with real-time visibility of the vendor-managed inventory. They can quickly view the unused inventory, items with less inventory and take necessary action . They can analyze their overall distribution(quantity and value) of vendor-managed inventory.
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JD Edwards UX One – VMI Agreement Manager Effective Management and Tracking of VMI Agreements through Greater Visibility

• Increases sales by improving customer collaboration and loyalty.

• Provides business continuity - quickly identifies and re-negotiates expiring agreement.

• Improves order processing by quickly approving the exceptions.

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Presenter
Presentation Notes
VMI Agreement Manager is responsible for agreement administration and monitoring the progress and performance of the contract to ensure goods conform to the requirements. He is responsible for creating and maintaining appropriate documents in the system and also negotiating the contract terms and conditions for business continuity. He is also responsible for approving any exceptions such as change in the standard replenishment quantity or giving additional discounts. He needs to spend time on the system reviewing and analyzing the outbound agreements, and identify potential problems and give a timely resolution. His duty includes analyzing the trends in the market and seasonal requirements to better forecast vendor managed inventory requirements. He uses different reports or inquiries to view and work with the data and output from batch processes
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JD Edwards UX One – Warehouse Manager Improve Warehouse Efficiency through Greater Visibility to Movement Activities

• Quickly see alerts for each type of warehouse request.

• Quickly glance at warehouse movement efficiency.

• Easily access various warehouse inquiry programs.

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