Accelerate Business Execution with JD Edwards EnterpriseOne Mobile Applications
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Transcript of 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.
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 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
JD Edwards EnterpriseOne Mobile Enterprise Applications
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
JD Edwards EnterpriseOne Mobile Enterprise Applications
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
JD Edwards EnterpriseOne Mobile Enterprise Applications
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
JD Edwards EnterpriseOne Mobile Enterprise Applications
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
JD Edwards EnterpriseOne Mobile Enterprise Applications
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
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
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
Included in: Capital Asset Management
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
Included in: Capital Asset Management
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
Included in: Capital Asset Management
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
Included in: Capital Asset Management
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
Included in: Capital Asset Management
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
Role: Field Service Technician
Included in: Service Management
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
Role: Field Service Technician
Included in: Service Management
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
Included in: Case Management
Based on: P17500E
•See list of cases by case assignee and/or originator
•Drill down into details
•Read existing notes
•Enter a case “on the spot”
•View and add photos
Review Cases Tablet
Role: Supervisor
Included in: Case Management
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
•Drill down into details
•Manage notes and photos
Review Team Service Orders Tablet and Smartphone
Role: Field Service Supervisor
Included in: Service Management
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
Role: Field Service Technician
Included in: Service Management
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
Role: Sales Representative
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
Role: Sales Representative
Included in: Accounts Receivable
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
Included in: Accounts Receivable
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
Included in: Accounts Payable
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
Included in: Accounts Receivable
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
Included in: Accounts Payable
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
•Drill down into details
•View map of incident location
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
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
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
Role: Sales Representative
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
•Search and select filter capabilities
Quote Review and Release Tablet and Smartphone
Role: Sales Representative
Included in: Sales Order Management
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
Included in: Sales Order Management
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
Included in: Sales Order Management
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
Included in: Sales Order Management
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
•Search and select filter capabilities
Change Request Entry Tablet and Smartphone
Role: Project Manager
Included in: Project Costing
Based on: P5310
•Enter and update change requests for:
•Projects
•Contracts
•Subcontracts
•Search and select filter capabilities
Field Progress Entry Tablet
Role: Project Manager
Included in: Project Costing
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
•Search and select filter capabilities
Field Account Progress Smartphone
Role: Project Manager
Included in: Project Costing
Based on: P510211
•Filter to review a range of cost codes
•Review and update account progress for projects
Field Progress Equipment Entry Smartphone
Role: Project Manager
Included in: Project Costing
Based on: P12110
•Filter to review a range of cost codes
•Enter non-labor equipment time for projects
Field Progress Labor Entry Smartphone
Role: Project Manager
Included in: Time and Labor
Based on: P051128
•Filter to review a range of cost codes
•Ability to view employees for a crew
•Enter employee time as well as workers on crews for projects
Field Status Review Tablet and Smartphone
Role: Project Manager
Included in: Project Costing
Based on: P512000
•Review project financial information by cost code
•Filter to review a range of cost codes
Job Schedule (Manage Cost Code Schedule) Tablet
Role: Project Manager
Included in: Project Costing
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
Role: Project Manager
Included in: Project Costing
Based on: P512000
•Review project financial information
•Filter to review a range of cost codes
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 . . .