Proactive ways we can help you maximise your JDE investment:
Order to Cash Optimisation
Order to Cash is most likely the number one critical process within your JD Edwards environment as it is the revenue generating engine of the business and if not optimised can result in significant impacts:
- Customer impact due to missing sales orders/lost shipments, late shipments, inaccurate invoices.
- Internal resources impact due to workload caused by manual processes or the troubleshooting of errors.
- Period close impact due to financial reconciliation issues.
- Compliance impact due to the failure to keep up to date with e-invoicing requirements.
- Sales orders interfaced from other systems (EDI, e-commerce, CRM etc).
- Multiple Order Management steps within JDE (pricing, order holds/approvals, commitments, back order, inventory allocation etc.)
- Shipment of sales orders performed by a Warehouse Management System (WMS) requiring critical JDE/WMS integrations for complex scenarios (e.g. multiple lots per sales order line, partial shipments).
- E-invoicing roll out to more countries resulting in additional processes and interfaces to support customer invoicing.
- Cash application interfaces from Banks – complex logic for matching incoming receipts to invoices.
- Multiple batch interface jobs/staging tables between the Sales Order or WMS systems and JDE creating multiple failure points which may result in processing delays, lost orders, late shipments, incorrect invoicing and manual effort (error handling, reconciliation issues, management escalations).
- Convoluted/manual Order Management processes within JDE from order creation to the order being sent to the warehouse for fulfilment.
- The Inventory quantity on hand in the WMS does not reconcile with JDE inventory. This leads to many issues e.g. orders sent from JDE to the WMS with no inventory available in the warehouse creating a ‘doom loop’ where orders sent to the WMS, cancelled by the WMS, then resent to the WMS.
- The value of inventory within the JDE inventory module (Cardex) does not agree to the General Ledger inventory value creating manual reconciliation work and potential delays to period close.
- Invoice matching issues due to missing invoice references on the bank interface.
- Maximise revenue generation
- Enhance customer service
- Ensure optimal resource utilisation
- Orders flowing seamlessly between sales order creation systems and JDE with reconciliations in place to detect any anomalies.
- Orders processed efficiently within JDE from creation to ready to send to the WMS.
- Orders flowing seamlessly between JDE and the WMS with reconciliations in place to detect any anomalies.
- Invoices issued to customers in compliance with local tax authorities.
- Inventory quantities reconcile between JDE and the WMS.
- Inventory values reconcile between the JDE Cardex and the General Ledger.
- Customers provided with flexible payment methods by utilizing Payment Gateways.
- Our highly experienced team can perform a comprehensive health check assessment on your end-to-end O2C process, delivering prioritised recommendations and a structured roadmap for the optimisation of processes while maintaining data integrity.
- Some examples of how we have helped clients optimise:
- Middleware logging on interfaces from external systems to JDE to ensure full visibility and audit trail of all transactions to ensure ‘nothing gets lost’.
- Near real time integrations from e-commerce systems to JDE. Validation rules in middleware to reject e-commerce transactions with errors, API/Orchestrator calls from e-commerce to JDE to retrieve pricing/tax data, subsystem call for single JDE batch job to create and validate the sales order.
- Streamlined Order Management within JDE to prepare orders for transmission to the WMS either through custom code or orchestrations.
- Utilise single JDE batch job/staging table to process inbound pick, pack and ship messages from the WMS to JDE to minimise failure points and reduce error rates.
- Implemented Payment Gateway e.g. Stripe to provide customers with multiple payment methods to improve customer service/invoice matching/reduce bad debt.
- Daily/ad-hoc reconciliation of WMS inventory with JDE with errors flagged at lowest (location/lot) level. The success of the inventory reconciliation is dependent upon robust transaction processing (streamlined processes/single batch jobs).
- E-invoicing solutions to comply with tax authorities across EMEA.
Warehouse Management System (WMS) Integration optimisation
Third-party logistics (3PL) and warehouse systems must operate as a seamless extension of your ERP and commerce platforms. Misaligned integrations lead to inventory discrepancies, fulfilment delays and customer dissatisfaction. We rationalise and optimise 3PL/WMS integrations to ensure real-time visibility, accurate stock movements and resilient order fulfilment.
- WMS & JDE are both embedded in the end-to-end Supply Chain; they both need to work seamlessly to ensure inbound receiving, inventory movements, value added services and customer shipments are optimised.
- The wide range and criticality of the WMS/JDE integrations creates a complex picture that needs to be addressed by efficient processes within JDE and the middleware integrations to/from the WMS.
- The Inventory quantity on-hand in the WMS does not reconcile with JDE inventory. This leads to many issues e.g. orders sent from JDE to the WMS with no inventory available in the warehouse creating a ‘doom loop’ where orders sent to the WMS, cancelled by the WMS, then resent to the WMS etc.
- Multiple batch interface jobs/staging tables to/from JDE & WMS resulting in processing delays and manual effort error handling, reconciliation issues, escalations etc.
- Streamlined processes within JDE to prepare orders for transmission to the WMS (back order, validation, inventory commit, pick slip creation).
- Single batch jobs to process outbound/inbound transactions to/from the WMS avoiding multiple batch jobs/staging tables.
- ‘One stop shop’ to identify and reprocess any errors for each integration.
- Transaction handshake WMS/JDE.
- Daily/ac-hoc reconciliation of WMS inventory with JDE with errors flagged at lowest (location/lot) level.
The success of the inventory reconciliation is dependent upon robust transaction processing (streamlined processes/single batch jobs).
Application Support and Managed Services
Operational stability depends on more than reactive support, it requires structured governance, proactive monitoring and continuous improvement. Our global managed services model provides controlled, accountable system stewardship, ensuring business-critical platforms remain secure, performant and aligned with evolving operational demands.
- Whether JDE is hosted on-premise or in the Cloud, the technology stack has a range of servers, databases, operating systems, software versions, networks etc. which all need to be up and running, patched, sized, upgraded and monitored to ensure the JDE application is available for users.
- JDE typically supports a wide range of business processes and integrations with critical systems.
- JDE support involves both the infrastructure and the application vs a SaaS product like Oracle NetSuite where the infrastructure is managed by the software vendor and the client can concentrate on the application business processes.
- It is difficult for an organisation to have the wide range of skills internally to support:
- The varied technology stack that runs JDE.
- The wide range of business processes running on JDE – manufacturing, procurement, order to cash, inventory, finance, security etc.
- Time differences across multiple regions, especially when out of hours for the UK support team.
- Ongoing cost challenges:
- Internal vs external support
- External: onshore vs offshore resource mix
- Retention/Recruitment of internal team (where JDE seen as a legacy product with no career growth).
- Incident (ticket) Resolution – typically using clients ticketing system.
- Functional e.g. sales order stuck at incorrect status and Technical e.g. JDE is down and we cannot ship any product
- SLA based on incident priority
- Problem Management – review recurring incidents and provide recommendations to remediate the problem.
- Change Management – configuration/custom code to drive process improvement, bug fixes, process automation, changing business requirements.
- CNC Infrastructure management/ Patching/ Monitoring/ Performance tuning/ Scheduled job management/ Data purge & archive.
- Application security – new users, role changes, terminations.
- Data Integrity – review reports and troubleshoot/resolve data issues.
- Inside JDE e.g. Inventory (Cardex) vs G/L valuation
- Outside JDE e.g. WMS inventory vs JDE Inventory (Cardex), EDl/e-commerce vs JDE sales orders
- Hubble Report development/user coaching.
- Support covering JDE plus any 3rd party applications – middleware, Cloud Inventory, Transform, Vertex, Hubble, BI Publisher, e-commerce etc.).
CNC/Infrastructure
Core network and compute infrastructure underpins every business transaction. Poor configuration, legacy architecture or capacity constraints introduce risk, latency and avoidable cost. We assess and optimise infrastructure environments to improve resilience, performance, scalability and cost efficiency across the estate.
- Whether JDE hosted on-premise or in the Cloud, the technology stack has a range of servers, databases, operating systems, software versions, networks etc. which all need to be up and running, patched, sized, upgraded and monitored to ensure the JDE application is available for users.
- In other words, the system needs strong foundations for the JDE application to perform well for the business (no point in having great configuration and data if it takes 5 minutes to enter a sales order due to issues with the technology stack).
- It is difficult for an organisation to have the wide range of skills internally to support the varied technology stack that runs JDE and ensure it is available, monitored, secure etc.
- If any of the components fail it can rapidly shut down the business activities, lead to management escalations and generally erode confidence in the system.
- Exiom can deliver a wide range of services in the CNC/Infrastructure area:
- System health check to review the technology stack and make improvement recommendations.
- Automation e.g. scripts to monitor the availability of servers, identify long running jobs, automate package build/deploys.
- Upgrades e.g. Service Packs, ESU’s etc.
- Migrate to Oracle Cloud Infrastructure
- Run the Technology Stack as part of a Managed Services contract (provision, install, patch, monitor, scan, upgrade, package build etc.).
Data Integrity
Data integrity is fundamental to financial accuracy, operational confidence and management decision-making. Inconsistent master data, weak controls or integration failures undermine reporting and create downstream inefficiencies. We implement governance frameworks, validation controls and reconciliation mechanisms to ensure data is accurate, trusted and audit-ready across systems.
- All JDE inventory (Cardex) transactions manufacturing work orders, purchase order receipts, sales invoices, inventory movements end up posted to the JDE G/L inventory accounts.
- The value of inventory in the Cardex should equal the value in the G/L, but this relies on solid foundations e.g. master data (Accounting Instructions, Standard costs), custom code calling standard G/L business functions, timing differences eliminated, no performance issues etc.
- No standard JDE report exists to compare summary Inventory (AS Of) vs G/L. Standard report compares inventory v G/L at a transactional level (which becomes cumbersome with large volumes).
- Inventory vs G/L reconciliation typically left until period close and is manually intensive and never ending (excel downloads, V Look up reconciliation etc.).
- Manual reconciliation process can delay the period end close, divert valuable resources, result in financial misstatement etc.
- Build an end-to-end Inventory reconciliation process (Inventory As Of Generation, As of v G/L e-mailed reconciliation report).
- Daily Inventory G/L reconciliation ensures errors are quickly identified and resolved. Highlights master data issues e.g. incorrect DMAAl or a wider system issue e.g. incomplete entries created due to performance or space issue.
- Exiom can provide a Data Integrity service to monitor and resolve integrity issues across inventory and other areas e.g. sales orders stuck at sales update, Goods in Transit v G/L.
