Implementing J.D. Edwards OneWorld

Table of Contents......Page 2
 Implementing J. D. Edwards OneWorld......Page 14
 The Purpose of This Book......Page 17
 Who Should Read This Book......Page 18
 Part IV: Making OneWorld Work for You......Page 19
 How to Contact the Author......Page 20
 Part I: General Information......Page 21
 It's About Constant Reinvention......Page 22
 It's Not About Return on Investment......Page 23
 It's All About Return on Information......Page 25
 Is ERP Long on Hype and Short on Results?......Page 26
 "I Recently Read an Article That Said ERP Was Dead."......Page 27
 Why Use J. D. Edwards' OneWorld?......Page 28
 A Brief History of OneWorld......Page 29
 The History of J. D. Edwards......Page 31
 The J. D. Edwards Software Family......Page 33
 OneWorld Software Architecture......Page 34
 What Is Coexistence?......Page 35
 Technology Partners......Page 36
 Summary......Page 37
 Documentation......Page 38
 Classroom Education......Page 39
 Computer-Based Education......Page 40
 Custom User Education......Page 42
 Train-the-Trainer Course and Documentation Writing Training......Page 43
 What About End-User Education?......Page 44
 The Response Line......Page 47
 What Is a Software Action Request?......Page 48
 What's a Reasonable Amount of Time to Allow?......Page 49
 The Knowledge Garden......Page 50
 Why Use the Knowledge Garden?......Page 51
 J. D. Edwards Implementation Tools and Methodologies......Page 53
 Quest: The J. D. Edwards User Group......Page 54
 Special-Interest Groups......Page 56
 The J. D. Edwards Home Page......Page 57
 Summary......Page 58
 What's the AS/400?......Page 59
 What Is an Open System?......Page 60
 Software Follows Hardware Toward the Open System Model......Page 61
 Why Windows NT?......Page 62
 OneWorld and Java......Page 63
 Open Database Connectivity (ODBC)......Page 64
 Comparing OneWorld Environments......Page 65
 The Evolution of OneWorld in the Marketplace......Page 66
 What Is Client/Server Computing?......Page 67
 Applying These Concepts to the Network......Page 68
 Basic Characteristics of Client/Server Architectures......Page 69
 Client/Server Architectures......Page 70
 What Is Thin Client Computing?......Page 71
 Client/Server Communications......Page 72
 Configurable Network Computing......Page 73
 Environmental Elements......Page 75
 Environmental Processes......Page 77
 OneWorld Infrastructure Requirements......Page 78
 OneWorld Stand-Alone Installation Tips......Page 80
 How Much Time Will You Need?......Page 81
 Summary......Page 82
 Part II: Preparing for Success with OneWorld......Page 83
 Why ERP Projects Fail......Page 84
 Did You Buy the Right Software?......Page 85
 How Consultants Complete a OneWorld Project......Page 86
 Business Process Reengineering and the OneWorld Implementation......Page 88
 How Does Just-in-Time Business Process Reengineering Work?......Page 89
 Project Team Selection......Page 90
 Managing Your Consultants......Page 91
 Project Risks......Page 92
 Summary......Page 93
 The Best-Practice-Based Implementation Model......Page 94
 Selecting Your Project Team......Page 95
 Configuring the Software for Your Business......Page 96
 Developing Technical Solutions......Page 97
 Training End-Users......Page 98
 Performing Periodic Health Checks......Page 99
 Is the OneWorld Implementation Ever Really Complete?......Page 100
 The Second Step: Working the Plan......Page 101
 The Third Step: Repeating the First Two Steps......Page 102
 Summary......Page 105
 How Do the Model Approach Stages Fit into the Project Plan?......Page 106
 How Do You Determine What Tasks to Include in the Project Plan?......Page 107
 Iterative Project Plan Refinement......Page 112
 Enter the Stoplight Report......Page 113
 Business Modeling......Page 114
 How Much Modeling Should You Do?......Page 115
 Is Process Understanding Through Modeling Really Necessary?......Page 116
 Summary......Page 117
 Part III: Understanding OneWorld......Page 118
 Accessing J. D. Edwards' OneWorld......Page 119
 Starting J. D. Edwards' OneWorld......Page 120
 A Word About Selecting Values from the Grid......Page 123
 Menus in OneWorld......Page 124
 Biology 101: Dissecting the OneWorld Explorer......Page 125
 The Menu Tree and the Menu Entry Windows......Page 126
 What Happens When a Menu Entry Is Selected?......Page 131
 Closing OneWorld......Page 137
 Summary......Page 138
 OneWorld Program Models......Page 139
 Reviewing the Address Book Work With Form......Page 140
 Using the Work With Program......Page 141
 Populating the Grid with Data......Page 145
 Personalizing the Data Grid......Page 150
 Effecting Grid Changes......Page 151
 Data Grid Formats......Page 152
 Program- or Form-Level Help in OneWorld......Page 159
 General Online Help......Page 160
 Summary......Page 161
 The OneWorld Program Models......Page 162
 The Search and Select Program......Page 163
 The Fix and Inspect Program......Page 165
 The Parent/Child Browse Program......Page 173
 OneWorld Business Views......Page 175
 OneWorld Header Programs......Page 176
 The Header Detail Program......Page 177
 Where Do Entry Form Details Originate?......Page 178
 How Version Prompting Works......Page 180
 Summary......Page 184
 Part IV: Making OneWorld Work for You......Page 185
 The Soft-Coding Concept......Page 186
 How Much Customization Should You Do?......Page 187
 Will a Smaller Organization Have Less Configuration Work?......Page 188
 Can a Large Organization Get by with Less Configuration Work?......Page 189
 How ActivEra Works......Page 190
 Some Final Thoughts on ActivEra......Page 192
 The OneWorld Back Office......Page 193
 System Administration Tools......Page 194
 Application-Specific System Setup Menus......Page 195
 Constants......Page 196
 User-Defined Codes......Page 197
 Configuration Sharing......Page 200
 Putting It All Together: Some Tips on OneWorld Configuration......Page 201
 Summary......Page 202
 DREAM Writer Versus the Versions List......Page 203
 Version Maintenance......Page 204
 Data Selection......Page 205
 Data Sequencing......Page 207
 Batch Versions and Menus......Page 208
 Advanced Topics: Versions......Page 209
 "Copied Version" Problems......Page 210
 Processing Options......Page 211
 Menus......Page 214
 Summary......Page 220
 Additional Back Office Tools......Page 221
 The Active Data Dictionary......Page 222
 Creating and Maintaining Data Dictionary Entries......Page 223
 Vocabulary and Text Overrides......Page 227
 OneWorld Is Event-Driven......Page 228
 A Primer on OneWorld Objects......Page 229
 OneWorld Application Development Steps......Page 235
 Batch Versus Interactive Applications......Page 236
 Accessing the OneWorld Development Tools......Page 237
 Interactive Applications......Page 238
 The Enterprise Report Writer......Page 239
 OneWorld Object Management......Page 242
 Accessing the Object Management Workbench......Page 243
 Building and Deploying Packages......Page 245
 Package Deployment Administration......Page 246
 Summary......Page 247
 Enterprise Workflow Management......Page 248
 Scripted Versus Ad Hoc Workflows......Page 249
 Planning for Workflow Automation......Page 250
 Workflow Messages......Page 251
 OneWorld Security......Page 254
 Establishing Security in OneWorld......Page 255
 Implementing Security......Page 256
 The Initial OneWorld Installation......Page 261
 A "Best of Breed" Hardware Architecture for OneWorld......Page 262
 OneWorld Upgrades......Page 263
 System and Data Integrity......Page 265
 Conversion and Integration......Page 266
 Table Conversions......Page 267
 Batch Interface Processors......Page 268
 World and OneWorld Coexistence......Page 273
 Development Tools......Page 274
 Summary......Page 275
 Part V: An Overview of OneWorld Functionality......Page 276
 Back Office......Page 277
 General Accounting......Page 278
 An In-Depth Look at the Address Book......Page 279
 The Address Book Data Model......Page 280
 Category and Reporting Codes in OneWorld......Page 281
 Maintaining Address Book Information......Page 282
 The Chart of Accounts Data Model......Page 285
 Account Code Structure......Page 286
 Maintaining General Accounting Information......Page 288
 Designing the Chart of Accounts......Page 289
 Chart of Accounts Design Considerations......Page 290
 An In-Depth Look at Inventory Management Master Data......Page 292
 The Inventory Management Data Model......Page 293
 Control Information......Page 296
 Descriptive and Classifying Information......Page 298
 Item Master Design Strategies......Page 301
 Maintaining Item Information......Page 302
 OneWorld Supplemental Databases......Page 303
 Summary......Page 304
 Overview......Page 306
 Important General Accounting Features......Page 307
 Journal Entries......Page 310
 The Batch Post Process......Page 311
 System Integrity......Page 316
 Financial Reporting......Page 320
 Budgeting......Page 322
 Allocations......Page 323
 Data Model......Page 325
 Workflow......Page 326
 Data Model......Page 329
 Workflow......Page 330
 Bill by Invoice or from an Account Statement......Page 331
 World Versus OneWorld Accounts Receivable......Page 332
 How It Works: From Acquisition to Disposition......Page 333
 Integration with Subsystems......Page 337
 Automatic Accounting Instructions......Page 338
 Summary......Page 339
 Inventory Management......Page 341
 Stock-Related Transactions......Page 342
 Stock Valuation......Page 344
 Locating and Identifying Stock in OneWorld......Page 348
 Serialization......Page 349
 Inventory Reporting......Page 350
 The OneWorld Distribution System Transaction Model......Page 351
 Order Line Information......Page 352
 Inventory Line Types......Page 353
 Order Processing Rules......Page 354
 How Status Updates Occur......Page 355
 Sales Order Processing......Page 357
 Procurement......Page 358
 Price Management......Page 359
 How OneWorld Pricing Works......Page 360
 Transportation Management......Page 361
 OneWorld Warehouse Management......Page 362
 The SCOR Model......Page 365
 SCOREX......Page 366
 Summary......Page 367
 The J. D. Edwards ERPx Model......Page 368
 Planning the Work......Page 369
 Process Versus Discrete......Page 370
 Mixed-Mode Manufacturing......Page 371
 Bills of Material......Page 372
 Engineering Change Management (ECM)......Page 377
 Work Orders......Page 378
 Shop Floor Paper Generation......Page 379
 Reporting Consumption or Completion......Page 381
 Outside Operations......Page 382
 Product Costing and Manufacturing Accounting......Page 383
 Product Costing......Page 384
 OneWorld Manufacturing Accounting......Page 385
 Forecasting......Page 386
 Other Forecasting System Features......Page 387
 Resource and Capacity Planning......Page 389
 Materials Planning......Page 390
 Master Production Scheduling......Page 391
 Specifications......Page 392
 Summary......Page 393
 Overview......Page 395
 The Human Resource Management and Payroll Foundation System......Page 396
 Human Resource Management......Page 398
 Payroll......Page 402
 The Customer Service Management System......Page 404
 Sales Configuration......Page 406
 Job Cost......Page 409
 Work Order Management......Page 411
 Service Billing......Page 412
 Contract Management, Billing, and Change Management......Page 413
 Equipment and Plant Maintenance......Page 415
 Profitability Management Systems......Page 416
 Enterprise-Wide Profitability Management......Page 417
 Alliance Products......Page 419
 Siebel Systems......Page 420
 Vertex......Page 421
 Summary......Page 424
 Appendix A: OneWorld Product Alliance Directory......Page 426
A-C......Page 428
D-E......Page 431
F-J......Page 433
L-O......Page 434
P......Page 437
Q-S......Page 439
T-W......Page 441
Epilogue......Page 443
 Chapter 13: Advanced Technical Topics......Page 448
 Chapter 7: Introducing the OneWorld Explorer......Page 444
 Chapter 10: Tailoring OneWorld to Your Business Needs: Part I......Page 445
 Chapter 15: OneWorld Financials......Page 446
 Chapter 18: OneWorld Human Resource Management, Payroll, and Specialized Business Management Systems......Page 447
 Appendix A: OneWorld Product Alliance Directory......Page 449