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Provide ability to review item commitments easily across transaction types
Allari
January 3, 2022
9:09 am
0 comments
Business Problem — A long-standing complaint we have had from users is the inability to track item commitments to their source. There is a need to see open sales orders and quotes, open work orders, and open purchase orders.
Business Problem — Occasionally, sales orders may be placed on administrative hold by Accounting through a credit limit at different levels or through a hold code in the Address Book. This creates delays in downstream processes.
Business Problem — Sales personnel enter multiple sales orders each day and each order must be validated before it is released to Logistics for further processing. Sales personnel cannot validate incomplete sales orders for various reasons. Examples include awaiting approval, no price on the order, etc.
Business Problem — The customer’s field representatives act as a sales force, but they don’t have access to customer information when they are out in the field. They don’t need a full mobile CRM system, and they don’t have JD Edwards skills.
Business Problem — The customer is happy with and relies heavily on the JD Edwards EnterpriseOne CRM applications. The customer also uses integration between JD Edwards EnterpriseOne CRM and Microsoft Office on a local Exchange server.
Business Problem — The customer’s sales representatives use Salesforce.com to manage their CRM data. Sales reps will often order sample products for customers. The inventory and sales orders are managed in JD Edwards EnterpriseOne, but there was no direct integration between the two systems.
Graphical view of Engineer to Order (ETO) schedule and tasks
Allari
January 3, 2022
1:04 am
0 comments
Business Problem — For large engineer to order projects with a large number of tasks the schedule needs to be closely monitored to ensure products are delivered to customers on time. It is difficult and error prone to review project schedules in a grid format for project managers.
Business Problem — Employees who do not use JD Edwards on a daily basis as part of their job find the software difficult to use. However, these employees do have to use the software for time and pay.
Customer Service Representative task and service management
Allari
January 3, 2022
12:36 am
0 comments
Business Problem — When a customer service representative starts their day and manage several customers, it is difficult to know what to work on first. Users can manually inquire across different applications to see the status of various customer activities, but this process is error prone and time consuming.
Business Problem — Personnel originate requisitions that travel through the approval routing process. Once there is final approval, originators release requisitions to purchase orders. The Finance Department would then print all purchase orders and distribute them as required.
Business Problem — The customer is in construction and employs a large fleet of heavy machinery. They need to track meter readings (e.g., run time) of the equipment for both scheduled maintenance as well as project billing.
Business Problem — The manufacturing process for salt incorporates many steps, which are traditionally driven by—and recorded back into—JD Edwards EnterpriseOne manufacturing applications, such as manufacturing work orders. When these operations are left to humans to complete, the result is inaccurate, late, or sometimes missing information.
Business Problem — The customer takes daily meter readings of 300 pieces of equipment across 10 locations. The customer had been doing this by walking the floor with a clipboard, recording the meter readings, and then manually entering them into the JD Edwards EnterpriseOne Meter Readings application.