Search Results

Real-time Integration to Oracle Field Service Cloud and Customer Portal

Business Problem — Full-service propane and oil company serving 90,000+ customers needed real-time integration to Oracle Field Service Cloud and a customer portal.

Provide users unfamiliar with Real Estate Management an easy interface for creating Lessee leases

Business Problem — The current applications have data on multiple tabs and the flag to show this is a Lessee lease is on a different tab from the base tab. Users would need to perform multiple clicks to ensure their lease is entered properly and this very important flag may be missed.

Provide ability to review item commitments easily across transaction types

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.

Monitor and Release Sales Orders on Hold

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.

Monitor Unvalidated Sales Orders

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.

Mobile Application

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.

Maintenance work order item usage search

Business Problem — Maintenance planners would like an easy way to find all maintenance work orders that used a specific item.

Integrations

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.

JD Edwards Integration to Salesforce

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

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.

Employee Dashboard Composed Page

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

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.

Automated Requisition Release to Purchase Order

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.
Automatic Meter Reading

Automated Meter Readings and Equipment Billing

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.

Automated Manufacturing Operations

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.