JD Edwards Update Why JD Edwards Matters and Why it Should Matter to You

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2 JD Edwards Update Why JD Edwards Matters and Why it Should Matter to You Pat Mariles Product Strategy Director Oracle Product Development November 8, 2017

3 Safe Harbor Statement 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. Copyright 2017, Oracle and/or its affiliates. All rights reserved. 3

4 Agenda JD Edwards Product Investments JD Edwards, Oracle Cloud, and the Customer Journey Why JD Edwards Should Matter to You Copyright 2017, Oracle and/or its affiliates. All rights reserved. 4

5 JD Edwards Product Investments What s New from JD Edwards and Why it Matters Copyright 2017, Oracle and/or its affiliates. All rights reserved. 5

6 We re Listening! Customers want: Less disruptive upgrades Stronger ROI for upgrades Oracle s commitment on support and enhancements Longer support timelines Copyright 2017, Oracle and/or its affiliates. All rights reserved. 6

7 Your Confidence in Our Commitment Lifetime Support The most comprehensive support policy available. Applications Unlimited Commitment to ongoing enhancements and support of Oracle Applications. Coexistence Apps designed to add value and to work with existing investments. Premier Extended Sustaining Future Years from Release G/A Copyright 2017, Oracle and/or its affiliates. All rights reserved. 7

8 JD Edwards Install Base by Release Current Projected (12-24 months) Other E1 Other World A9.x 46% of companies consider themselves favorable to upgrade in the next months Customer Survey Other E1 Other World A9.x Copyright 2017, Oracle and/or its affiliates. All rights reserved. 8

9 Have you Started your Journey to 9.2? JD Edwards Customers who have Completed their 9.2 Journey Copyright 2017, Oracle and/or its affiliates. All rights reserved. 9

10 New Support Timelines Release Existing Support General Availability Timelines World A9.4 EnterpriseOne Years Years Copyright 2017, Oracle and/or its affiliates. All rights reserved. 10

11 Continuous Innovation Roadmap Two Sides of Same Coin Copyright 2017, Oracle and/or its affiliates. All rights reserved. 11

12 Continuous Innovation for JD Edwards EnterpriseOne 9.2 Continuous Delivery Product innovation delivered by Oracle in smaller updates Delivered on a more frequent basis Released rapidly to deliver value to the market faster EnterpriseOne 9.2 Continuous Adoption New releases adopted by customers to realize the value delivered by Oracle on a regular basis Reducing the requirement for costly, disruptive upgrades Copyright 2017, Oracle and/or its affiliates. All rights reserved. 12

13 Continuous Adoption Enablers Tools to Stay Current Personalization Framework Personal Forms Orchestration Studio One View Reports One View Watch List Advanced Query Page Composer Reduce Customization Footprint Helps you apply updates Simplicity & Ease of Use Provide more insight for updates Simplified Upgrade Object Usage Tracker Impact Analysis Change Assistant TC Improvements Customization Object Analyzer Customization Workbench Product Catalog Copyright 2017, Oracle and/or its affiliates. All rights reserved. 13

14 Planned JD Edwards EnterpriseOne Product Roadmap Release 9.2 Reviewed Annually for Extension 2015 Oct 9.2.A 9.2.B 9.2.C 9.2.D 2017 Aug 9.2.K 9.2.L 2028 Feature Packs Updates Future Code Line Release X X.A X.B The above 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. As of August 2, 2017 Copyright 2017, Oracle and/or its affiliates. All rights reserved. 14

15 Applications and Tools 9.2 October 2015 JD Edwards EnterpriseOne Releases 2016 Feature Highlights 8 Releases since 9.2 Code Line General Availability Feb 2016 Apr 2016 Jul 2016 Nov 2016 IoT Studio Page Composer REST Data Access Customization Workbench Affordable Care Act New World to EnterpriseOne Migration JDE Trial Edition on Oracle Public Cloud Health & Safety Task Management Outbound Inventory Management Global Revenue Recognition Mobile Customization and Extension JDE Multi Tier for Oracle Public Cloud Data Base Cloud Service Mobile Cloud Service JDE Integration Cloud Service Adapter Mobile Expense Receipt Matching List View Grid UX One Foundation UX One Roles (32) Mobile Barcode Scanning Mobile Proximity Search EnterpriseOne Search Sales Order Entry Guide Form Personalization Attachment Manager Objects in Database Platform Certifications, Security, Legislative & Regulatory Enhancements Visit LearnJDE.com for details Copyright 2017, Oracle and/or its affiliates. All rights reserved. 15

16 Applications and Tools 9.2 October 2015 JD Edwards EnterpriseOne Releases 2017 Feature Highlights 8 Releases since 9.2 Code Line General Availability Feb 2017 Apr 2017 Jul 2017 Oct 2017 One-Click Provisioning UX One Roles (+6) Maps and Gantt Charts with ADF Sales Order Lines in Transit Service Management Usability Clustering & Scalability for Oracle Public Cloud Object Usage Tracker Revenue Recognition for Real Estate Enterprise Search 2.0 Simplified Orchestrated Transactions Attachment Preview and Search Social Conversations within EnterpriseOne Tools EnterpriseOne Orchestrator Licensing Media Object Storage Batch Load Confirm UX One Analytic Components Enhanced Enterprise Search Service Management UI Capital Asset Management UI Tools UX One Analytics Mobile Time Entry EnterpriseOne Manufacturing Execution Grower Blend Inventory Commitments Straight Line Rent Accounting Address Book Alternate Language Joint Venture Management Platform Certifications, Security, Legislative & Regulatory Enhancements Visit LearnJDE.com for details Copyright 2017, Oracle and/or its affiliates. All rights reserved. 16

17 FASBError messages for R04570 and R World A9.3.1 TO E1 9.2 Migration Processing option wording for GL build Allow multiple delete in AP Workfile 1099 Year end Updates FASB audit-ability in A/R Update Vertex Registers when posting vouchers with G/L Date Location services to capture address latitude/longitude Credit transfer validations Field Progress Entry phone and tablet app Rental Management Editable Rental Rates Rental Management Rental Item Forecasting Project Time Entry phone and tablet app Features Since 9.2 One View Reporting for Real Estate Rental Management new module Rental Management Simplification Enhance R/E recurring billing to consider indices for automatic changes to billing Environmental Accounting & Reporting for JD Edwards Real Estate Gross up processing and Unit, floor and building attributes Additional R/E Lease info for auditing in AREF AREF Budget Calculation for lessees if unit is vacant Recurring Billing R/E Consolidate vouchers created for the same supplier Certified Payroll Exclude Employees with Self-Adjust Canadian Employment Insurance Print 1095-C Option to Print Alternate Company Address New VETS 4212 Format VETS100A Add Summarization by Company R08119 Report Include Info About Excluded Employees ACA Eligibility Option to Default More than 160+ new Features and Growing! ACA Workbench Order 1095-C Option to Extend Coverage After End Date Self Service Enrollment Allow One Dependent Spouse Australia Payroll SuperStream Derive Account Number When Pay Type is Changed Add Subledger Editing on Employee ESS Add 24 Hour Daily Limit Edit option Single Batch for Leave Requests Self Service Update Emergency Contact Add Pay Period Dates to Pay Stub History Eligibility Status Offer/Coverage Build Option for End Date Allow Simultaneous Prereq and Secondary DBA Enrollment Calculate Loan Fees Based on Attachment Number Employee Hover Form Add Upload Timecards with Work Order Status 90 DBA Register Performance Improvements Procurement RSS Budget Rollup Work Order Standard Application Interface Allow Employee Who is Dependent to Enroll Allow Select of Active Jobs Only Business Interface Build-out to Support Oracle Sales Cloud Recognize Lots and Country of Origin for Bulk Items Want to see all our new Features? Visit the Product Catalog on LearnJDE.com Blend Report of Wine Premises Operations Business Process Models Manufacturing Work Center Load Review Calendar Canadian XML T5018 Statement of Contract Payments Calculate Project Final amounts (HA/HU Ledgers) and run Profit Rec by Subledger Identify multiple performance obligations within a single project/job New detailed revenue recognition posting report Project Status phone and tablet app Change Request Approval phone and tablet app

18 OPERATIONAL AGILITY IOT MARGIN Financial Consolidation VOICE CONTROLLED KICKSTARTER AXA WIN CUSTOMERS SINGLE VIEW OF YOUR ACROSS ALL CHANNELS BIG DATA HYBRID MOBILE UBER TRANSPORTATION PANDORA Disruption & Transformation OFFER GREAT PRODUCTS SUPERIOR SERVICE LEVEL SOCIAL MOBILE RECRUITING TALENT CRISIS WORKFORCE ENGAGEMENT SEGMENT OF ONE PROCESS STANDARDIZATION BUSINESS REGULATORY COMPLIANCE PLANNING, IFRS15 & ASC606 BUDGETING & FORECASTING COST REDUCTION GLOBAL EXPANSION PROFIT INVENTORY MANAGEMENT TRANSPORTATION LOGISTICS WAREHOUSING SAAS SOCIAL INTERNET-OF-THINGS MACHINE LEARNING CHATBOTS IN-MEMORY BITCOIN CLOUD PREDICTIVE ANALYTICS TECHNOLOGY 3D PRINTING ARTIFICIAL INTELLIGENCE DATA CAPEX OPEX DRONES VIRTUAL REALITY AR REAL TIME DATA SCIENCE GESTURE CONTROL AUTONOMOUS DRIVING SENSORY DATA PAYMENTS / POS izettle NETFLIX YOUTUBE SPOTIFY MOVIES LYFT DIDI TAXI.EU SQUARE MUSIC MUSICAL.LY COMPETITION MORTGAGES / INSURANCE ROCKET MORTGAGE METROMILE ALLIANZ AZIMO ELECTRIC CARS TESLA 4D PRINTING FINTECH RIPPLE CARBON SELF-ASSEMBLY LAB RETAIL ZAPPOS JUST EAT FOOD INSTACART Copyright 2017, Oracle and/or its affiliates. All rights reserved. 18

19 What Digital Business is NOT Copyright 2017, Oracle and/or its affiliates. All rights reserved. 19

20 Digital Business is Connected is Agile is Real-Time Pervasive digital technologies Location & device independence Process & business change Breakthrough performance Strategic opportunities Digitize Enterprise Product Operations Digital No Manual Delivery, Steps, Value No Paper Chain Exception Processing, Decision Support Copyright 2017, Oracle and/or its affiliates. All rights reserved. 20

21 Digital Transformation Workshops Success Over 40 Companies in attendance USA Locations: Dallas, Denver, Georgia, Houston, Illinois, Maryland, New York, Texas, Virginia EMEA Italy, Netherlands, UK, France, Switzerland Coming Soon: APAC, Australia EMEA: France, Germany, Netherlands, Portugal, Spain, Switzerland Many more North American Locations Mini Workshop being held today! Industries Supported at Digital Transformation Workshops 15% 15% 15% 21% 34% Industrial MFG & Distribution Consumer Products Projects & Services Capital Asset Intensive Other Copyright 2017, Oracle and/or its affiliates. All rights reserved. 21

22 Learnjde.com Digital Transformation Copyright 2017, Oracle and/or its affiliates. All rights reserved. 22

23 JD Edwards Investing for your Future Enabling the Customer Journey into a Digital Enterprise ERP Digital Technologies User Experience Cloud ERP Enhancements that Differentiate your Business - Rich Industry Functionality Personalized User Experience - UX One Digital Technologies for Business Transformation - Mobility, IoT, Collaboration Cloud Enablement - IaaS, PaaS, SaaS Copyright 2017, Oracle and/or its affiliates. All rights reserved. 23

24 Orchestrator Now Available to All Included in EnterpriseOne Core Tools and Infrastructure Mobile and AIS UX One Third-party Systems Apps Data Internet of Things Your Apps Citizen Developer Oracle Cloud Services Copyright 2017, Oracle and/or its affiliates. All rights reserved. 24

25 Orchestrator - Path to Digital Transformation Process Automation Mobile Applications JDE UX One Application Interface Services JDE Apps Internet of Things Orchestrator Business Logic Business Data Third-party systems Oracle Cloud Your App Here Orchestrator Studio The Digital Economy The Digital Gold Copyright 2017, Oracle and/or its affiliates. All rights reserved. 25

26 Alternate Language Descriptions Support for Additional Description Fields GA Ability to store and display alternate language descriptions based on your language preference Address Book Alpha Name Mailing Name Mailing Address Payment Terms Copyright 2017, Oracle and/or its affiliates. All rights reserved. 26

27 Basket Pricing for Procurement Leverage Discounts and best Pricing for Products Purchased GA Automated structured method of discounting product purchases for related category items. Avert loss of savings Eliminate manual maintenance Maintain data integrity between purchase order and price history Copyright 2017, Oracle and/or its affiliates. All rights reserved. 27

28 Manufacturing Production Execution Process Modernization GA Gantt style graphical display of all work order operations Drag & drop work order scheduling Unexpected shortage triggers cycle count and notifications Warning notifications when operational yield is lower than expected Notifications of test/inspection failures awaiting disposition New mobile applications for Cycle Count and Inventory Transfers Copyright 2017, Oracle and/or its affiliates. All rights reserved. 28

29 JD Edwards Notifications Proactive Push of Information or Requested Action GA Capability Significance Evaluate conditions Subscription model Recommend action Scheduler Untethered awareness Management by exception Simple workflow Scheduled automation R E S T Notification / Action Application Interface Services Orchestrator APIs Orchestrator Studio JDE Apps Business Logic Business Data Copyright 2017, Oracle and/or its affiliates. All rights reserved. 29

30 Object Tracking and Impact Analysis The Who, What and When of EnterpriseOne application usage Discover the object usage and understand the impact of JDE E1 updates GA Which Customizations are being used or no longer used? What is the impact of an EnterpriseOne update on my users? Which Objects are being accessed and how often? Who is accessing EnterpriseOne object? When do I have Peak Load on my system? As a CIO I want to know which EnterpriseOne users are using which applications and the frequency in order to understand EnterpriseOne usage in my business and identify opportunities to optimize the system. Copyright 2017, Oracle and/or its affiliates. All rights reserved. 30

31 Server Manager Foundation & REST API Enhancements Diagnostic APIs - All Servers Useractivity configsummary - HTML Server instanceinfometric javamemoryusage callobjectstats jdbjpooledconnections rungc updateloglevel jdbjdatabasecaches clearjdbjdatabasecache - Enterprise Server entserverinstanceinfo entserverprocessmetric cleartablecache SM Health Check APIs DB Health Checks Enterprise Server HTML & OVR AIS Server BSSV RTE ES/DB Provisioning APIs Enterprise Server on WIN Oracle DB on WIN SQL Server on WIN Health Check UI Instance level Filter By All Servers GA Copyright 2017, Oracle and/or its affiliates. All rights reserved. 31

32 Joint Venture Management Financial visibility (budgets, actuals, forecasts, etc) Manage approvals for joint ventures and AFEs (Authorization for Expenditure) Date-effective percentage of ownership (Division of Interest (DOI)) Manage requests for cash from JV partners (Cash calls) Calculation of overhead, management and other fees charged to a JV Calculate pro rata share for JV partners (Distributions) Create net amounts for JV partners The above 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. Copyright 2017, Oracle and/or its affiliates. All rights reserved. 32

33 Joint Venture Management New Capabilities Within JD Edwards Financials Joint Venture Management Manage joint ventures to account for reported cost, revenue and infused cash in order to distribute net amounts to joint venture partners Legal Entities Joint Venture Approvals Date Effective Percentage of Ownership (Division of interest) Extract JV costs from general ledger Calculate and manage distributions (pro rata share of each JV partner UX One Available Manage requests for cash from JV partners Calculation of overhead, management and other fees charged to a JV Manage AFE s Create net amounts for Invoicing/vouchering JV partners Financial visibility including role based dashboards Notifications Planned Copyright 2017, Oracle and/or its affiliates. All rights reserved. 33

34 Lease Accounting Standard FASB ASC 842 and IRFS 16 Leases What Revenue Recognition for lease management companies Lessor Accounting for property and non-property leases Lessee Accounting for property and non-property leases Available Revenue Recognition for Real Estate Lessor Accounting (FASB 13) for Real Estate - Straight Line Rent Planned Lessee Accounting for Real Estate Lease Accounting for non-property Lease Term Change Management Lease Conversion (Finance to operating or operating to finance) Copyright 2017, Oracle and/or its affiliates. All rights reserved. 34

35 UX One Analytic Component Navigation Planned Drill Down Segment Drill down to a detailed list of all data that fed the chart to explore business conditions in more detail Drill down to pre-filtered data based on a chart segment Context Menus allow users to quickly navigate to related master and transactional applications for further investigation and action Copyright 2017, Oracle and/or its affiliates. All rights reserved. 35

36 Orchestrations > Notifications > Workflow Continued Innovation Planned Confirmed Completion of Orchestrations Integration Cloud Service - Orchestrator Notifications JD Edwards Orchestrator Workflow Orchestrator Form Request Recorder Assigned Subscriptions Modern Work Center Complex workflow & process automation Recorder Oracle Cloud Services Copyright 2017, Oracle and/or its affiliates. All rights reserved. 36

37 JD Edwards is Investing! Innovating and Delivering at the Speed of Trust Continuous Delivery Copyright 2017, Oracle and/or its affiliates. All rights reserved. 37

38 JD Edwards and the Oracle Cloud The Customer s Journey Cloud is Transforming Possibilities into Realities Copyright 2017, Oracle and/or its affiliates. All rights reserved. 38

39 Oracle Cloud Oracle offers choice and control, enabling your journey with complete, open, secure solutions for business transformation Copyright 2017, Oracle and/or its affiliates. All rights reserved. 39

40 JD Edwards Practical Paths to Oracle Cloud Complement, Extend, and Optimize Your JD Edwards Applications SaaS Complement JD Edwards PaaS Extend Digital Business IaaS Optimize Copyright 2017, Oracle and/or its affiliates. All rights Copyright reserved. 2017, Oracle and/or its affiliates. All rights reserved. 40

41 Oracle IaaS Networking Storage Compute Oracle IaaS and JD Edwards Engineered to work together with One Click Provisio Reduce risk of technology obsolescence Increase IT support for LOB Exit data center ownership Support acquisition & divestiture strategies Secure data and systems World class storage, backup and disaster recovery Copyright Copyright 2017, Oracle 2017, and/or Oracle and/or its affiliates. its affiliates. All rights All reserved. rights reserved. 41

42 Oracle PaaS Data Management Enterprise Integration Security Data Integration Big Data Management Application Development Business Analytics Content Accelerate innovation develop and deploy with modern low-code nocode technologies Integrate and connect across all applications Manage app performance, experience, access Copyright Copyright 2017, Oracle 2017, and/or Oracle and/or its affiliates. its affiliates. All rights All reserved. rights reserved. 42

43 Oracle SaaS Supply Chain ERP / EPM HCM Sales Marketing Service Best-in-breed, unified suite of SaaS apps Connect processes, connect people, connect anything across the enterprise Pre-packaged, real-time adaptive intelligent applications Commerce Copyright Copyright 2017, Oracle 2017, and/or Oracle and/or its affiliates. its affiliates. All rights All reserved. rights reserved.

44 JD Edwards Customers are Moving to Cloud Growing Pipeline of Customers Adopting IaaS, PaaS, and SaaS Dozens of JD Edwards Customers live on IaaS and in progress with Oracle Cloud solutions Many customers are supported by our strategic partners with Managed Service offerings Relative number of JD Edwards customers by Cloud Service Copyright 2017, Oracle and/or its affiliates. All rights reserved. 44

45 Cloud Enables Transformation! It s Your Journey JD Edwards and Oracle Cloud offer choice and control, enabling your journey to business transformation Copyright 2017, Oracle and/or its affiliates. All rights reserved. 45

46 Why JD Edwards should Matter to You Focus on the future benefits and strategic promise of change Copyright 2017, Oracle and/or its affiliates. All rights reserved. 46

47 JD Edwards Labs Research and Development team which works on pioneering technologies and their intersection with real world business problems Incubate prototypes, working with early adopters Anticipate next generation business Position JD Edwards to deliver first Examples of technologies : Copyright 2017, Oracle and/or its affiliates. All rights reserved. 47

48 JDE Labs Current Initiatives Machine Learning & Cognitive Computing Beacons Research Natural Language Interface Modeling & Prediction Leveraging Big Data Virtual Assistants Automated Time-Tracking Equipment Locations Inventory Management Proximity-Based Alerts Cloud Containers Voice-Based Command Hands-Free Productivity Low Infrastructure Costs Rapid Deployment Natural Language Interaction Low-Overhead Availability Easy Duplication Process Simplification The above 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 Copyright 2017, Oracle and/or its affiliates. All rights reserved. 48 of any features or functionality described for Oracle's products remains at the sole discretion of Oracle.

49 JD Edwards is Investing! Investing in what is comfortable is rarely profitable Continuous Delivery Copyright 2017, Oracle and/or its affiliates. All rights reserved. 49

50 So, What s Next? Copyright 2017, Oracle and/or its affiliates. All rights reserved. 50

51 A Change Tsunami is Coming! For most it changes How we do things. For others it changes What we do. Copyright 2017, Oracle and/or its affiliates. All rights reserved. 51

52 Are You Ready? Challenges are Opportunities JD Edwards can transform your business to achieve strategic outcomes Copyright 2017, Oracle and/or its affiliates. All rights reserved. 52

53 LearnJDE All JD Edwards, All the Time New and improved site! New UI! Improved Search! Check it out TODAY! LearnJDE.com What has JDE done? Copyright 2017, Oracle and/or its affiliates. All rights reserved. 53

54 Be Informed, Get Connected, @wardquarles JD Edwards Professionals OracleJDEdwards Oracle JD Edwards Channel My Oracle Support Communities Copyright 2017, Oracle and/or its affiliates. All rights reserved. 54

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