<Insert Picture Here> Justify Your JDEdwards Upgrade by Understanding the Benefits of the Latest Releases Bud Shaw Solution Consultant Innowave Kristen Gallagher Solution Consultant Manager Oracle J62.0 rev 13 August 2010 (REL) 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. 2 Agenda Introduction Net Change Enterprise One 8.0 to 9.0 Tools 8.9.2 to 8.9.6 Localizations World A7.3 to A.9.2 Strategy and Roadmap Enterprise 9.0 and beyond World A.9.2 and beyond Customer Success Closing 3 Enterprise One. 5 Financial Management Comprehensive Money Control Across Your Enterprise 9.0 8.12 Financial Management and Compliance Console Asset depreciation account postcode Fixed asset post books proceeds to tax ledgers 8.11 A/R and A/P netting Automatic bank statement processing Pay When Paid sub-contractor controls 8.10 Cash Forecasting Advanced Budgeting and Forecasting Expense Management Configurable Per Diem Advanced Cost Accounting Drill Down to G/L 8.9 Ledger type master setup Check number management PPD payment formats Delinquency management Business unit, job, project , account life cycle control Financial burdening with unlimited categories Advanced variable numerator allocations Financial data relationships 6 Human Capital Management Comprehensive Employee Management 9.0 Timecard corrections Total Time Accounting Component pay 8.12 Advanced leave tracking Create time from calendars Date effective PDBAs 8.11 Personal data protection Resource assignments State common paymaster 8.10 8.9 Graphic organizational charting COBRA notifications Employee self-service wizard New Module: eRecruit Enhanced employee profile Union pay rate synchronization Historical payroll regulation 7 Customer Relationship Management Embedded, Comprehensive Core CRM Functionality Complete rewrite of acquired U-Centric into JDE E1 New Module – Sales Force Automation New Module – Sales Order Entry New Module – Configurator 8.11 New Module – Case Management New Module – Branch Scripting New Module – Solution Advisor New Module – Service Management New Module – Customer Self-Service 8 Capital Asset Management Comprehensive Enterprise Asset Lifecycle Management 8.12 Addition of three new meters for meter readings Condition-Based Maintenance Alert Action Rules 8.11 Resource Assignment and Crew Scheduling Work Order Management (Powerform UI) 8.10 8.9 Failure Analysis Component Change Out Material Planning Maintenance Request 8.0 Work Order Resource Assignments Parts List Use of Installed Base Use of Service Order Resource Assignment Workbench CAM Workspace Condition-Based Maintenance – Alerts Speed Meter Reading, Batch Upload Equipment Cost Analysis 9 Manufacturing and Engineering Comprehensive Capabilities for Process, Discrete Production 9.0 Dynamic Configurator Design to Release: Agile PLM Integration 24/7 Manufacturing Accounting 8.12 Demand Planning: Demantra Integration New Module: Plant Manager’s Dashboard 8.11 New Module: Demand Flow® Manufacturing New Module: Lean Execution Purchased Item Detail Product Costing 8.10 New Module: Supplier Release Scheduling Kanban – Multi Tiered, Ad Hoc Forecast Consumption by Customer ETO – Multi Facility PRP 8.9 New Module: Engineer to Order Configurator Segment Length/Number of Segments Advanced Lot Control Dual UOM (Catch Weight) 10 Supply Chain Execution Transportation Management 8.12 Transportation Sequencing Enhancement User Defined Receipt Matching 8.11 Customer Self Service Enhancements Lot Status Processing Lot Trace/Track Workbench License Plating RFID Inbound 8.10 RFID Outbound Enhanced ASN Automatic-Manual Shipment Consolidation Item & Pallet Standard Pack Carton Recommendation Carton & Shipment Reconciliation Excess Transportation Charges Enhanced Shipment Number Visibility Record Shipment Seal Numbers Bypass Rating and Routing 11 Supply Chain Execution Warehouse Management 8.12 8.11 8.10 Use Carton Recommendation Method of Standard Pack without the Transportation Module The Carton Recommendation Report enhanced for packing structure for sequenced items. RFID Processing License Plating Lot Control & Quality Putaway, Picking, and Replenishment, Transfers, Adjustments, Issues, Inventory Counts Enhanced Standard Pack capabilities Enhanced ASN Extraction capabilities to capture item/case/pallet hierarchical details. Enhanced tracking of container shipments and returns. RFID (Data Standards Compliance) 12 Supply Chain Execution Procurement 9.0 Enhanced expense and inventory with PO flexibility 8.12 New: Operational Sourcing Bid Sourcing Portal Bid Workbench Award Events 8.11 Lean procurement Kanban processing New: Requisition SS Punch out capabilities to supplier website Receiving requisition 8.10 New: Buyer Workspace Supplier Collaboration Configurable Alerts Inquiries Supplier Performance Kanban New Module: Supplier Release Scheduling 8.9 Stock based commitments Cascading receipts Dual UOM Usability Enhancements Workflow Messaging Configured PO New: Engineer to Order 13 Advanced Pricing Flexible Discount Management 8.12 8.11 Promotion ID for trade promotions 8.9 Usability and visibility improvements: customer price list, direct adjustments, mass maintenance, price workbench, search agent Control margins and up-selling additions: related items, profit margin, volume based up-selling, volume incentive deals Innovative pricing strategies: buying structures, enhanced baskets, free goods catalog, rounding rules, sliding rates, tiered rebates, supplier proof-of-sale rebates, multiple unit of measures, additional price search unit of measure, extended terms Accelerated pricing resolution engine Minimum and maximum pricing Price matrix Price on quality test results (for purchasing receipts) Reprice for procurement Skip-to adjustments 14 Sales Order Management Comprehensive Order to Cash 9.0 Kit component level processing Kit integrity and balancing 8.12 Ship confirm additional line entry 8.11 8.10 New Module: Customer Self Service Performance improvements 8.9 Customer service order entry Proposal generation Automated credit order checking/credit hold release Multiple blanket order release Release held orders by parent Sales order audit logging and approval Dual unit of measure Flexible sales commissions Customer segment-based selling Date-sensitive customer sets Matrix order entry Returned material authorizations 15 Food and Beverage Producers Integrated Field to Factory Agricultural Business Solutions 9.0 Additions to all three F+B modules including: Scheduling for harvest activities Calculate maturity dates Speed application for weigh tags Track QA samples New with Release 8.12 New Module: Grower Management – Track land and crop attributes and farming practices to duplicate successful techniques 8.12 New Module: Grower Pricing and Payments – Improve visibility and control over contracts with growers to support compliance New Module: Blend Management – Establish and maintain lot quality by tracking attributes from source of supply to finished product 16 Tools. 17 System Administration JD Edwards EnterpriseOne Tools 8.96 8.95 Multi-threaded kernels Install verification tool Dynamic logging 8.94 8.93 8.92 XML meta data Performance monitor Media Object Security Enhanced audit reporting Improved JAS logging Print immediate Role security FDA visual compare Change assistant Support assistant Version security Platform packs Batch promotion 18 Security JD Edwards EnterpriseOne Tools 8.96 8.95 Oracle Internet Directory adoption Oracle single sign-on adoption Data browser security 8.94 RUNUBE password security Button, image and link security Media object security Enhanced audit reporting LDAP V3 support Single sign-on support from Collaborative portal Enterprise portal Data privacy Business unit security Encryption-decryption API 19 Fusion Infusion JD Edwards EnterpriseOne Tools 8.98 WSRP – portal support Swan (R12) UI Enterprise Manager XML Publisher – distribution, bursting, LCM Fusion Integration Services: 8.97 8.96 ESB J Developer Oracle 11g DB Oracle Access Manager (CoreID) Oracle Linux 4 XML Publisher – output formatting Dashboard UI widgets same as Oracle BI Fusion Middleware certified: 8.95 Portal BPEL Apps Server SSO WSG (SOA enablement) 20 Integration Infrastructure JD Edwards EnterpriseOne Tools Services Catalog 8.97 Address Book Customer Sales Order Inventory Procurement Receipts Supplier Vouchers Tooling Exposes JDE E1 business logic as web services Expose JDE E1 service or call external service Easy-to-use wizards Leverages JDE E1 security and lifecycle mgmt Service Oriented Architecture (SOA) Seamless integration with Oracle AS products Seamless integration with Oracle SOA Suite Open Standards Support Broad range of connectivity 21 Web Design JD Edwards EnterpriseOne Tools Web usability improvements: 8.95 Hot keys and mouse-less data entry Required fields In-your-face error notification Improved grid controls Auto populate Dynamic form interconnect Web usability improvements: 8.94 Ctrl-End Easy export Enhanced Sort Saved Search Default rows in the grid Select all rows Combo Box Calendar Control (CRM) Interactive HTML 8.92 Web grid formats Grid columns as check box Grid columns as hyperlinks Partial page refresh 22 Design Features and Additions JD Edwards EnterpriseOne Tools 8.96 8.95 Page at a time PDF Web client password policy Mode change on OK Data today Web TCs Verity MO search 8.94 Parent/child control enhancements JSR 168 for portlets for FDA Send message enhancement Peoplebooks Mail merge Data browser Task/solution explorer Time zone support Math rounding rules Roles and security Graphical workflow w/ processor modeler Web grid formats 8.92 Platform Independent Metadata Admin Application Web Support User Level Performance Monitor Web Logging Improvement Hyperlink & Button Media Object Auditing Enhancements Media Objects Powerforms Grid Format Improvements Grid Control Improvements Error Line Number Item Help Print Immediate by Version Oracle Rebranding Charting E1 Portlets for Oracle Portal PocketPC 2003 Support Mobile client Text search Browser support Wizards Interactive Versions Application save data UTIME 23 Localizations. 24 Localization Investments Support for More Countries Supports Your Global Business 9.0 Taiwan, India , Poland, Russia, Chile, Peru, Colombia, Venezuela, Ecuador, Czech Republic and Hungary 8.12 Taiwan, India , Poland, Russia, Chile, Peru, Colombia, Venezuela, Ecuador, Czech Republic and Hungary 8.11 Taiwan, India , Poland, Russia, Chile, Peru, Colombia, Venezuela, Ecuador, Czech Republic and Hungary 8.10 Taiwan, India, Poland, Russia, Chile and Peru 8.9 Taiwan and India 8.0 Taiwan and India Xe Taiwan and India 25 JD Edwards World. 26 Financial Management Including Cross Industries Applications A9.2 New Module: Purchase Card Management Address Book Consolidations Enhanced Importing Across Financials Emailing Exported Financial Reports A9.1 Enhanced Address Book System Enable/Disable an Address Book Number Approvals Management in Address Book Segregation of Duties Reporting Attachment Links A8.1 Configurable Inter-companies Improved Financial Integrities Currency Enable for Contract/Service Billing 7.3 Positive Pay for Accounts Payable Statement of Cash Flows Accounts Payable Approvals 27 Distribution Management Comprehensive and Complete Distribution Solution 9.2 Batch Ship Confirm Reverse Ship Confirm Enhanced Sales Repost Z-file Processing for Inventory Master Files 9.1 Service & Warranty Management As-Of for Received not Vouchered Reconciliation Inventory As-Of Summarization Table 8.1 Sales Commitment Workbench Warehouse Management Cross-docking Vendor Managed Inventory 7.3 Advanced Pricing Advanced Warehouse Management Energy & Chemical Systems/Load and Delivery 28 Manufacturing Management Complete and Integrated Mixed-Mode Manufacturing 9.2 Order-less Processing Work Order Ledger Forecast Cross-reference/Extract Item History Auto Calendar Generation 9.1 Advanced Lot Control MRP Auto Message Processing Enhanced Lean Processes 8.1 Repetitive Manufacturing/Kanban Quality Management Advanced Forecasting 7.3 Process Manufacturing Sales Configurator Plant & Equipment Maintenance 29 Technical Management Open Connectivity and Streamlined Operation A9.2 Electronic Document Delivery SOA: Additional Services & Notification Infrastructure JDBC Driver - BI Publisher Gateway A9.1 Import / Export SOA: Service-enablement Web-Enabled Interface A8.1 Generic Function Keys Data Dictionary Enhancements A7.3 Database Audit Manager WorldWriter Enhancements UDC inquiry by description DREAMWriter support for custom file formats 30 Strategy. 31 Both Products Covered by Applications Unlimited. Applications Unlimited Lifetime Support Applications Unlimited is Oracle's long-term plan to provide continuing enhancements and ongoing support to your existing investments in Oracle applications. Simple, predictable, flexible, and the most comprehensive support policy available, the Oracle Lifetime Support policy helps drive your business success. Premier Extended Sustaining 0 5 8 Years from Release G/A 32 Continuous, Deep Investing Across Many Releases JD Edwards EnterpriseOne Applications/Tools and World 8.11 8.94 ERP 8 Xe OneWorld B7.1.2 B7.3.2 B7.3.3 B7.3.1 8.9 8.10 8.9 8.93 8.0 8.92 8.12 8.96 applications tools 9.0 8.98 9.0 u1 8.98.2 8.11 SP1 8.95 8.97 24* SP23* 8.98.1 8.98.3 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 A7.3 A8.1 1G: Proprietary Midrange Co-existence 2G: Client/Server Open System JD Edwards Corporation A9.1 3G: Pure Internet Architecture PeopleSoft * Tools for Xe and 8.0 ongoing development A9.2 4G:SOA and Open Standards Oracle Lifetime Support Policy Applications Unlimited Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 33 Planned Investment Continues. Other Oracle JD Edwards EnterpriseOne and JD Edwards World JD Edwards EnterpriseOne AIA 2.3 9.0 8.98 OBIA 7.9.6.2 9.0 u1 8.98.3 8.98.2 AIA 3.1 9.1 9.1 9.0 u2 8.98.4 8.98.1 2007 JD Edwards World OBIA 7.9.6 A9.1 2008 2009 A9.2 Delivered! Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2010 FY11 and Beyond A9.2 u1 A9.2 u2 A9.3 On Going Development ► 34 Investment Guides and Principles Driving the Future of JD Edwards EnterpriseOne Lower Customer TCO Continued Fusion Integration Greater Business Insight Enhanced Tools More, Deeper Industry Solutions More Globalization 35 More Integrations to Oracle JD Edwards EnterpriseOne CRM On Demand Lead-to-Order Process January 2009 Value Chain Planning August 2009 Agile PLM Primavera P6 EPPM October 2009 Primavera Contract Mgt April 2010 36 More Business Intelligence JD Edwards EnterpriseOne Oracle BI Publisher integration August 2007 Financial Management and Compliance Console module September 2008 Oracle BI Apps 7.9.6 Financial Adapter May 2009 37 Planned. 38 Oracle’s Ongoing, Demonstrated Investments Across Apps/Tools Through Applications Unlimited Investment Core Technology BI (OBIA) Other Apps Fusion Investment Investment Investment Investment Investment Fusion Architecture OBIEE Fusion Middleware 39 Core Investment More Productivity. Lower TCO. FY 11 planned 40 JD Edwards EnterpriseOne Product Strategy Application directions for next 24 months End user productivity enhancements Industry enhancements Localizations Legislative and regulatory updates Business intelligence Integrations to Oracle applications (Including Fusion Apps) 41 JD Edwards EnterpriseOne Product Strategy Technology directions for next 24 months Expand end user productivity – Web 2.0, search, end user reporting, mobile devices Leverage our technology infrastructure –Oracle technology stack, open platform, Sun innovations Reduce cost of ownership more – High availability, eliminate downtime, simplify system admin 42 Fulfillment Management A New JD Edwards EnterpriseOne Module FY 11 planned 43 Fulfillment Management Allocation Enhancement Typical Order Management JD Edwards EnterpriseOne Sales Order Management Enter Orders Print Pick Slips Confirm Shipment Print Invoice Update Sales Fulfillment Management Select Orders Score. Prioritize Assign (Commit) Review Release What Why How Value New sales order management app lets customers prioritize orders for items where demand exceeds supply Fills functional gap now met with expensive custom apps Common distribution requirement Users define weighting of attributes (customer priority, requested date window, transaction types) and define event rules. Weighted average is calculated and sequenced according to priority. Improve fulfillment rates to highest priority customers Better meet service level agreements Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 44 Apparel Management A New JD Edwards EnterpriseOne Module FY 11 planned 45 Integrated Core Code Solution; 2 Leading Concepts Apparel Solution for JD Edwards EnterpriseOne Sports Spring Customer B Fall Punk Customer A Collection Management Allocation Management One Style in Many Collections Product Delivery Optimized Coherent assortment of items Automatic shortage management A collection is marketed during a limited period of time Dynamic order priority definition Control data consistency: sales, purchase and work orders Delivery constraints integration Manage sales prices by season and collection Proposals with manual or automatic validation Single item can belong in several collections at one time 46 Apparel Management: Not Only for Clothes, Shoes Capabilities Apply to Other Industries Supports any Product Produced with Differentiated Multiple Attributes sizes, lengths, colors, widths, materials … Furniture Carpets Linens Rolled Goods Paper Products Automotive Parts Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. Food Products Beverages Consumer Electronics 47 Business Intelligence Know More. Know More Faster. FY 11 planned 48 Oracle BI “Insight to Action”: Oracle BI Apps JD Edwards EnterpriseOne Available In Progress Financials analytics OBIA inside JD Edwards EnterpriseOne Supply Chain (Inventory) and Order Management analytics Procurement and Spend analytics Future Projects analytics Manufacturing analytics 49 Run Oracle BI inside JD Edwards EnterpriseOne 50 BI for Supply Chain and Order Management JD Edwards EnterpriseOne What Adapter for supply chain and order mgmt analytics Why Common JDE E1 request from large M+D customer base for robust BI Lets JDE W customers leverage more Oracle How Value ODI to extract, load, and transform source data into Oracle BI apps supply chain and order mgmt analytics Lower TCO to adopt Oracle BI apps for any JDE customers and prospects 51 Customer Success. 52 Customers Moving to the Latest Releases JD Edwards EnterpriseOne Customers on Specific Release January 2005 50 % February 2010 Xe 8.0 8.9 8.10 8.11 8.12 9.0 JD Edwards EnterpriseOne Release 53 Customers Moving to the Latest Releases JD Edwards World Customers on Specific Release January 2005 February 2010 100% A7.3 A8.1 A9.1 A9.2 JD Edwards World Release 54