Understanding JDE

JD Edwards EnterpriseOne Tools, often referred to as JDE, is a comprehensive technology suite designed to support a wide array of business applications. It serves as the foundation for applications that cater to functions such as Human Capital Management and Customer Relationship Management. Developers can use these tools to create new applications or customize and administer existing ones. Additionally, JDE facilitates the integration of JD Edwards applications with other software, whether within the JD Edwards ecosystem or from third-party vendors.

Apart from its role as a supporting technology, JDE is also recognized for its service management capabilities, specifically through JDE Service. This service management component is aimed at enabling companies to deliver exceptional customer service. It achieves this by managing numerous customer service aspects, from tracking purchases and service histories to managing contracts and warranty claims, all contributing to a company's customer service goals.

Furthermore, JDE encompasses specific data types used in creating business functions within JD Edwards EnterpriseOne. These data types, MATH_NUMERIC and JDEDATE, are integral to representing numeric values and dates, respectively. Developers are advised to manipulate these data types using the Common Library APIs, adhering to best practices and ensuring data integrity within applications.

JDE Plugins for Excel

Launch Orchestration for JD Edwards EnterpriseOne

The Launch Orchestration for JD Edwards EnterpriseOne plugin by Creek View Solutions is designed to execute transactions in JD Edwards using data compiled in Excel. This integration simplifies the process of compiling data in Excel and then using it to create transactions within JD Edwards. It's particularly effective for automating the creation of master data, such as customers, suppliers, or items, and reduces data entry tasks for ad-hoc sales orders, purchase orders, and manual invoices. To utilize this plugin, users must have JD Edwards EnterpriseOne and at least one Application Interoperability Services (AIS) server on tools release 9.2.3 or higher, although a tools release of 9.2.4 or higher is recommended.

Spreadsheet Server

Spreadsheet Server is an Excel add-on that enables users to pull data directly from JD Edwards into Excel. It allows for data manipulation using standard Excel functions and provides the capability to drill down within Excel for more detailed analysis. Specific data can be accessed from Fixed Assets using the GXA formula and from Sales Files using the GXSALES formula. This tool boasts a variety of features that extend beyond these functions.

Benefits of JDE Plugins for Excel

JDE plugins for Excel, such as the ones mentioned above, offer several advantages. They automate business processes, facilitate the creation of dynamic integrations for data management and process automation via the JDE Orchestrator, and are considered more accessible and useful than other comparable software. These plugins are described as lightweight, inexpensive, and easy to install. They are compatible with all existing orchestrations and any new orchestrations that may be created in the future. Designed to maximize the utility of JDE investments, these plugins are user-friendly and do not necessitate the involvement of developers, enabling users to efficiently update or add bulk records in JDE.

Common Use Cases

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  Automating the input of orders into JD Edwards by customer service representatives
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  Updating or adding bulk records in JD Edwards to streamline data management
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  Converting repetitive and time-consuming tasks into orchestrations for efficiency
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  Facilitating data entry and updates to reduce the time required for these processes
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  Executing queries for data requests and managing master and transactional data

Frequently Asked Questions

What is Spreadsheet Server and what does it do?

Spreadsheet Server is an add-on for Excel that allows users to pull data from JDE into Excel in real-time, manipulate data using Excel functions, and has a drilldown capability within Excel.

Can Spreadsheet Server only query the F0902 & F0911 tables in JDE?

No, it is not limited to just the F0902 & F0901 tables. It can also pull data from Fixed Assets, Sales Files, both current and history, and allows drilling down to subsystems like AR and AP.

What are the benefits of JDE Excel integration?

JDE Excel integration simplifies complex processes, improves data accuracy, accelerates decision-making, saves time through automation, enhances work productivity and quality, and eliminates additional costs and delays for custom integrations.

Is the JDE Excel plugin compatible with Windows 10 and Office 2013?

The JDE XE export to Excel application experiences compatibility issues with Win10 and Office 2013, and Windows 10 and Office 2013 are not officially supported by OneWorld Xe.

How can users work around compatibility issues with the JDE Excel plugin on newer software versions?

A workaround includes resetting the browser and accepting the installation of the ActiveX control when prompted. Users are also advised to upgrade from the 15-year-old software to a newer version, such as E1 9.x.