Educational Webinar – JDE Upgrade and Instance Utility Tool Kit – Part II

Thursday, November 21, 2017 12:00 PM – 1:00 PM EST

One size does not fit all. If you have recently upgraded or changed a major business process;

  • Do you truly know how many custom objects you have and if they have been deployed to all of your environments?
  • Do the available JDE reports summarize the data in a way that is helpful for estimating and investigating your modifications?
  • Do you have to start and stop debugging just so you can read the log files?

If you are looking for the answers to any of these questions, we can teach you how to get those critical answers in our next free webinar. Our JDE Upgrade and Utility Tool Kit will enable you to compare Processing Options, Menus and UDCs.

Utilities Presented in Part II of our series:


CAT has developed a custom object analyzer to assist the client in understanding the number of custom and modified objects and organizing by object type


To assist with understanding how the various objects affect your upgrade we have built intuitive reporting to summarize the data.


JDE logs can be HUGE and most text editors can read the millions of lines in a log file. We have developed a means to parse out the logs so they can be read by a text editor.

Join C&A Technology for a 50-minute presentation webcast,
Thursday, November 21, 2017, 12:00 PM – 1:00 PM EDT

Learn how to look at your modified objects and keep looking at them to ensure you have proper process control. Get the confidence you need to verify that your changes are carried forward to a new release. Furthermore, you can use these tools anytime you want to compare items between two environments.

There will be a 10-minute Q&A period at the end of the webcast.

I am looking forward to working with you,
Aubrey Evens
EVP, Sales and Marketing
(914) 582-9395

JD Edwards Manufacturing Improvement Opportunities with the Right Performance Metrics

Thu, March 23, 2017 12:00 Noon – 1:00PM EST / 9:00 AM – 10:00 AM PST

What you do not measure you cannot improve”. Access JD Edwards to deliver key metrics for your business bottom line. We will discuss the “right metrics at your fingertips” by exploring the relationship between Manufacturing and Financial performance and review an identified portfolio of metrics to accomplish this goal.

At the end of the webcast, there will be a 10-minute Q&A period.

Review Industry Challenges

  • Customer Service Level
  • Visibility of Factory Activity & Order Status
  • Inefficient & Costly Product Life Cycle Management
  • Determine Accurate Inventory Requirements
  • Calculating True Production Costs
  • Pressure and Changes Caused by Shift to Global Marketplace
  • Poor Business Growth & Profitability

Performance Metrics Need to Incorporate

  • Producing the Right Products
  • In the Right Quantities
  • At the Right Time
  • Of the Right Quality
  • At the Right Cost?

Automating and Simplifying your JDE Freight Invoice Process


Thursday, March 16, 2017 12:00 Noon – 1:00 PM EST / 9:00AM – 10:00AM PST

For years, it has been a struggle to reconcile carrier freight invoices to JD Edwards transportation shipments. Carriers often apply additional charges, discounts, or deductions to the freight bill. Reconciling the freight bill to the shipment is a tedious and time-consuming effort. JD Edwards does not have a process in Voucher Entry to reconcile freight bills. At the end of the webcast, there will be a 10-minute Q&A period.

Defining a Business Case for Remodeling your JDE House


Thu, March 09, 2017 12:00 Noon – 1:00PM EST / 9:00 AM – 10:00 AM PST

It happens suddenly, over a cup of coffee or during a staff meeting, or perhaps as your ERP system begins to slow down. Your system doesn’t fit your needs, and you can no longer deny it.

But how do you go about convincing top management to invest in your JDE ERP system, upgrade it to take advantage of new features, dust off shelfware, and stop a culture of modification?

At the end of the webcast, there will be a 10-minute Q&A period.

MasterIntegra – Implementing Master Data Management



Are you continually asking yourself some of the following key questions regarding your JD Edwards Inventory Master?

• Can I trust my Planning messages?
• Are new items added to the database too complex an exercise?
• Are the frequent changes we make to Item data performed in a controlled manner?
• Are we frequently running out of critical components?
• Do we have problems reconciling manufacturing costs?
• Can we extract accurate data for Sales Reporting?
• Are there too many people that process a change to a part structure?
• Does it take too long to get a new Item added to the Item Master and Branch?
• Is there control over who can change what on the Item Master and Item Branch screens?

If yes, we can help. We invite you to attend our Webcast by Craig Hill, on of the architects of our unique MasterIntegra product. The presentation covers how MasterIntegra can address these questions. Join C&A Technology for a 50-minute presentation webcast, Thursday, December 8th, 2016 at 12:00PM Eastern to discuss how we can improve the integrity of JD Edwards Item Masters.

There will be a 10-minute Q&A period at the end of the webcast.

I look forward to sharing our solution with you,
Aubrey Evens
EVP, Sales and Marketing
(914) 582-9395

A Practical Approach to Providing Capable to Promise at Sales Order Entry Time



Everyone knows JDE provides available to promise information. However, if you are make to order, or you don’t have product in stock at the moment, how do you tell a prospect or customer what and when you are capable of promising product, without just quoting standard lead times. Standard lead times are usually longer than what you can really do.

C&A Technology provides a cost effective approach to proving prospects and customers with capable to promise information at sales order entry time.

We can give you a way to look at cumulative manufacturing and purchase lead times, capacities, and quantities on hand of component parts to give customer service people more accurate dates to promise product to customers. This helps turn prospects into customers and keep existing customers. And we improved the ability to ship on time.

Join C&A Technology for a 50-minute presentation webcast, Thursday, December 15th, 2016 at 12:00PM Eastern to discuss how we can:

• Improve Customer Satisfaction
• Improve On Time Delivery
• Increase Sales

There will be a 10-minute Q&A period at the end of the webcast.

I can’t wait to help you,
Aubrey Evens
EVP, Sales and Marketing
(914) 582-9395

9.2 Is Here


CAT is a partner certified by Oracle as part of its 9.2 upgrade program and is ready to help JD Edwards with any of their upgrade needs.

Your Business, Your Way – The JD Edwards EnterpriseOne 9.2 platform and products offer an increased number of options for personalization, extension, and co-existence with other applications, including Oracle Cloud applications, to support agile business solutions that respond to customers’ unique business needs. JD Edwards EnterpriseOne Release 9.2 provides customers with the choices to run their business their way.

“Extending its commitment to JD Edwards enterprise applications, Oracle is announcing JD Edwards EnterpriseOne Applications and Tools Release 9.2.”

Industry Focus that Creates Competitive Advantage

JD Edwards continues to invest in functionality that creates a competitive advantage for customers in our focus industries. JD Edwards EnterpriseOne 9.2 delivers new strategic products for the projects, consumer goods, and manufacturing and distribution industries.

What’s new that can help your business?

JD Edwards EnterpriseOne Release 9.2 provides transformational business solutions for customer to address the demands of the digital economy. Innovative new JD Edwards solutions are facilitating SMART (Strategic, Mobile, Architected for Real-Time) change.

JD Edwards has developed a number of new applications to keep up with new regulatory requirements and industry focused initiatives.

  • Advanced Job Forecasting
  • Outbound Inventory Management
  • Rental Management
  • Work Center Load Review Calendar
  • One View Financial Statements
  • Revenue Recognition


Advanced Job Forecasting

Accurate and Auditable Forecasting – Create formulas, methods of computation, and forecasts to accurately calculate the projected final amounts and units associated with a specified job.

Outbound Inventory Management

Empowering Suppliers – Outbound Inventory Management enables sell-side Vendor Managed Inventory (VMI) and consigned inventory for a more streamlined order-to-cash process. The system empowers suppliers to improve customer collaboration and loyalty, thereby increasing sales while reducing the risk of stock-outs.

Rental Management

Streamline and strengthen your rental operations with improved visibility into all your business processes –

Oracle’s JD Edwards EnterpriseOne Rental Management enables customers to manage the rental of capital equipment, inventory items, and selling of associated products and services. Manage the entire rental process from creating the contract to receiving and servicing the returned equipment. View what equipment is currently rented out, down being serviced, and what is on reserved for future rentals.

Work Center Load Review Calendar

  • New technology provides a simplified, modern user experience.
  • Real-time graphical view of scheduled operations and remaining capacity for any work center in a calendar view
  • Quick access to additional operation and work order details
  • Context-based exits to inquiry and maintenance applications required for scheduling decisions, and adjustments


One View Financial Statements

For customer who have OneView for the EnterpriseOne Financial module, you now have the ability to create book quality financial statements or use the pre-built financial statements provided. The functionality provided includes specific formatting, calculations and totals to support the needs of financial reporting. This is a nice feature for end-users to create their own financial statement reports, including balance sheets, and income statements.

Revenue Recognition

Oracle is delivering software updates for JD Edwards EnterpriseOne addressing new joint standards for recognition of revenue issued by the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB).

The effective date for public entities is expected to start with reporting periods beginning on or after December 15, 2017. The effective date for nonpublic entities will be deferred for one year to annual reporting periods beginning after December 15, 2018 and interims beginning after December 15, 2019. Early adoption is permitted one year earlier than these dates.

The new reporting requirements are extensive and require changes to financial systems and processes to collect the necessary data—even if the application of the new accounting standard results in no significant change in the reported revenue amounts.

New Tools to enable your business to focus on what it does best, (your business) not IT

The development team at JD Edwards has provided a number of strategic initiatives to better serve customers and allow their organization to spawn “citizen developers”.

  • User Defined Objects – (UDO)
    • E1 Page Composer (9.2 Apps / 9.2 Tools)
  • Security – no more 10 character restriction on user ID and passwords
  • Simplified Upgrade Process


User Defined Objects

User Defined Objects (UDO) are web objects created using the JD Edwards EnterpriseOne web interface. You can create UDOs for your own use, view UDOs others have created, or share your UDOs so others can view and use them. Your ability to perform any of these tasks depends on the permissions you and others have been granted by your administrator.



    Queries – fields and QBE columns you select from a form and add conditions to in order to make the search criteria more specific.

    Grid Formats – a selection of the columns you choose to display, the sequence in which you want them displayed, and how information is displayed in your grid.

    Composite Application Framework (Cafe1) – a user interface framework that enables JD Edwards EnterpriseOne applications to integrate with multiple third-party content and applications, as well as other EnterpriseOne applications.

    One View Reports – a Business Intelligence (BI) Publisher data model, a BI Publisher report, the report definition for the One View Report, which is the metadata for the report and resides in JD Edwards EnterpriseOne.

    One View Watchlists – a collection of items that match user-defined criteria and contain information to which users have selected to be alerted.

    EnterpriseOne Pages (Classic Pages) – the first screen end-users see when they log into EnterpriseOne. They are HTML files and can contain any HTML-enabled functionality, such as interactive process flows, URL links and web pages, company logos, and so on. Active Pages are a type of Classic Page that includes enhanced content provided by the Oracle JET (JavaScript Extension Toolkit) library.

    Composed Pages (Tools  EnterpriseOne pages with user defined layouts that you can create and design. These pages provide a user experience that enables you to access multiple pieces of content from a single page: web pages, EnterpriseOne application forms, One View reports, Classic Pages, Designer Panes, Watchlist Panes (Tools, OBIEE objects, and ADF applications. Composed Pages at runtime are supported on mobile devices.

    Images (Tools – create images outside of EnterpriseOne using any image editor, then upload them to EnterpriseOne. Use Image Manager to create, modify, and save images.



Administrators can enable or disable the user defined object (UDO) features, as well as set up security for viewing, creating, and modifying individual UDOs.

UDO security features in the Security Workbench to enable administrators to control:

  • Which UDO features are available in EnterpriseOne
  • Who can create UDOs for their own personal use
  • Who can request to publish (or share) UDOs with other users
  • Who can view/use shared UDOs created by other users
  • Who can modify shared UDOs created by other users

Secure FTP (SFTP) for Media Objects – Secure FTP (SFTP) for media object access on the HTML Server and Business Services Server is configurable using Server Manager.

Enhanced Database Security – For an installation, all tables delivered by the Platform Pack installer are locked down.

Simplified Upgrade Process

This upgrade process allows customers on EnterpriseOne 9.1 or 9.0 (update 2) to upgrade to EnterpriseOne 9.2 by applying only the incremental changed objects. This upgrade “uplift” methodology reduces the amount of code/objects that are changed during the upgrade, therefore reducing the time needed to retrofit and test when upgrading.

If you are considering upgrading to EnterpriseOne 9.2 here are some things you may want to know, and new features you may find interesting.