JD Edwards UPK Pre-built Content for EnterpriseOne 9.2 Oracle s User Productivity Kit (UPK) is a collaborative content development platform that drives end-user and project team productivity throughout all phases of the software ownership lifecycle. UPK pre-built application specific content provides significant additional benefit beyond the UPK Developer for enterprises deploying JD Edwards applications. UPK application specific content created by Oracle is released in English and updated with each major release of the application, documenting best practices for that release to help organizations achieve faster ROI and manage knowledge more efficiently and effectively. UPK Application Content: As Delivered System Process References The value of UPK pre-built application content starts from the premise that implementation project teams can save substantial time and labor by leveraging UPK application content as baseline reference system process flows first and then iterating to capture specific business process requirements. The savings can be substantial project team resources typically dedicated to the preparation of system test data, storyboarding, and process standardization can be greatly reduced. Mirrors Oracle Application Development Methodology Key to the value of UPK application specific content is the fact that it is authored in tight collaboration with the actual developers who wrote the code, thus creating content, which accurately reflects industry best practices with detailed conceptual information. Delivering Value Throughout the Software Lifecycle The value of UPK application content has relevance in many phases common to software implementation projects. For example, early on in the project lifecycle, UPK play back capabilities allow implementation leads to educate themselves on the delivered system process flows (vanilla functionality) of the new application without having to actually configure a sand-box environment, mitigating costs associated with labor and hardware and reducing the new functionality learning curve. Eliminate Dedicated Instances to Analyze Delivered Functionality Once the delivered functionality and process flows of the new application are understood, the project team can use the UPK content as an aid to do the fit-gap analysis. For this phase of the project lifecycle, the functional expert visually moves through a UPK simulation leveraging the application specific content - while noting in the test document the configuration and/or customizations necessary to achieve the desired business outcome.
Downloading the UPK Content Oracle User Productivity Kit (UPK) Professional is an easy-to-use and comprehensive content development, deployment, and maintenance platform for increasing project, program, and user productivity. With Oracle UPK Professional, project teams can mitigate risk through all phases of any project lifecycle, dramatically reduce the time to deployment, and ensure end user adoption. The value of UPK application content has relevance in many phases common to software implementation projects. For example, early on in the project lifecycle, UPK playback capabilities allow implementation leads to educate themselves on the delivered system process flows of the new application without having to actually configure a training environment, mitigating costs associated with labor and hardware, and reducing the new functionality learning curve. Click here for more details on UPK: Oracle User Productivity Kit. Use the Oracle Software Delivery Cloud to download UPK content for JD Edwards. To see a list of available UPK Content for JD Edwards by release, visit the User Productivity Kit page on o.com. Customizing Pre-Built Content Over the course of an implementation or upgrade, the UPK pre-built content can evolve until it mirrors the final deployed application. The existing pre-built content can easily be modified using the UPK Developer to capture the configuration changes or steps in the new process. UPK s re-record feature also enables a guided recapture of screens and steps in the application so your UPK content reflects the final state of your application. Use the UPK Developer to easily customize the content to match your organization s needs. The UPK Content products contain the following sections: Accounts Payable Setting Up the Accounts Payable System Entering Supplier Information Entering Vouchers Using Other Voucher Entry Methods Processing Recurring Vouchers Processing Logged Vouchers Working With Unposted Vouchers Processing Vouchers Working With Posted Vouchers Automatic Payment Process - Preparing Vouchers for Payment Automatic Payment Process - Working with Payment Groups Automatic Payment Process - Working with Payments Processing Manual Payments Working With Unposted Manual Payments Working With Manual Payments Working with Supplier Ledger and Payment Information 2 JD EDWARDS ENTERPRISEONE USER PRODUCTIVITY KIT
Processing Accounts Payable Drafts Working With Accounts Payable Netting Updating and Reviewing Tax Information Using Accounts Payable Reports Running the Accounts Payable Period-End Process Processing Multicurrency Setting Up Automatic Payment Processing Fundamentals Describing Basic Skills and Navigation Introducing EnterpriseOne Form Types Working with Records Describing Help and Other Assists Working with User Defined Objects Working with Media Objects Working with Reports Working with Messages and Queues Working with Processing Options Working with Send Email and Meeting Invite Options General Ledger Understanding General Ledger Functionality Setting Up the System Setting Up the Organizational Structure Working with Supplemental Data for Business Units Setting Up the Chart of Accounts Entering Journal Entries Entering Other Types of Journal Entries Working with Unposted Journal Entries Posting Journal Entries Working with Posted Journal Entries Working with Batch Journal Entries Understanding Intercompany Settlements Working with General Ledger Multi-Currency Working With Allocations Working with Account Reconciliation Working with Budgets Working with Account Consolidations Reviewing Balances and Transactions Generating Financial Reports Verifying Data Integrity Completing Closing Processes for General Ledger Sales Order Management Setting Up the Sales Order System Foundation Describing Product Information 3 JD EDWARDS ENTERPRISEONE USER PRODUCTIVITY KIT
Describing Customer Information for Sales Setting Up Pricing Information Entering and Managing Sales Orders Creating Order Acknowledgements and Pricing Documents Confirming Order Shipments and Generating Shipping Documents Printing Invoices Performing End-of-Day Sales Update Processing Direct Ship Orders Processing Transfer Orders Processing Intercompany Orders Processing Credit Orders Processing Returned Material Authorizations Processing Quote Orders Processing Blanket Orders Processing Recurring Sales Orders Processing Backorders Applying and Releasing Order Holds Creating and Using Templates to Enter Sales Orders Setting Up and Processing Kit Items Using Customer Segment Based Selling Processing Orders with Taxed Unit Price Defining Item Cross-References Applying Print Messages Setting Up Flexible Sales Commissions Approving and Logging Changes to Sales Orders Updating Prices for Sales Orders Processing Prepayments Describing Advanced Preferences Describing Reposting and Purging Information Reviewing Sales Order Reports and Inquiries Accounts Receivable Setting Up the Accounts Receivable System Entering Customer Information Entering Invoices Processing Recurring Invoices Working with Unposted Invoices Processing Invoices Working with Posted Invoices Working with Revenue Recognition Processing Batch Invoices Using the Customer Ledger Inquiry Program Using the Speed Status Change Program Entering Standard Receipts Entering Standalone Receipts Entering Speed Receipts 4 JD EDWARDS ENTERPRISEONE USER PRODUCTIVITY KIT
Working with Receipts Processing Receipts Processing Automatic Receipts Processing Accounts Receivable Drafts Processing Automatic Debits Managing Deductions Processing Statements Managing Credit and Collection Information Processing Delinquency Notices and Fees Updating Accounts Receivable Statistics for Customer Analysis Netting in Accounts Receivable and Accounts Payable Processing Credit Reimbursements Reviewing Accounts Receivable Reports Working with Multi-Currency for Accounts Receivable C O N T A C T U S For more information about JD Edwards EnterpriseOne, visit oracle.com or call +1.800.ORACLE1 to speak to an Oracle representative. C O N N E C T W I T H U S blogs.oracle.com/oracle facebook.com/oracle twitter.com/oracle Copyright 2004, 2018, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. oracle.com Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are 5 JD EDWARDS ENTERPRISEONE USER PRODUCTIVITY trademarks KIT or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 0312