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Collaborate 2016 - Modernizing the JD Edwards AP Process with Oracle Fusion Middleware

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This presentation is from the AVIO and Land O'Lakes session at Collaborate 2016 (session 2007) called "Modernizing the JD Edwards AP Process".

This demo takes an Accounts Payable invoice through the complete lifecycle from scanning using Oracle Data Capture (ODC), extracting the metadata using Oracle Forms Recognition (OFR), storing the metadata an image using Oracle Imaging and Process Management (IPM), and Oracle Business Process Management (BPM).

Video of demo can be found at: https://www.youtube.com/watch?v=Lfk9fyMYiZI

Publié dans : Technologie
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Collaborate 2016 - Modernizing the JD Edwards AP Process with Oracle Fusion Middleware

  1. 1. Session ID: Prepared by: Modernizing the JDE AP Process 2007 @avio_oracle Dan Atwood – AVIO Consulting Tim DelCotto – Land O’Lakes
  2. 2. Introductions Tim DelCotto – Land O’Lakes • IT Delivery Manager – Finance Dan Atwood – • Director
  3. 3. Land O’Lakes Overview One of America’s Premier Member-Owned Cooperatives Second-Largest Cooperative in the Nation – 10,000 employees – 3,200 direct producer-members – In all 50 states – More than 50 countries Net Sales for Land O’Lakes in 2015 were $13 billion Three Business Units – Dairy Products – Seed/Crop Protection Products – Animal Nutrition
  4. 4. AP Processing 4 Vendors Accounts Payable Payment Archive ERP 4 ERP Systems JDE 8.1.2 (Dairy) JDE 9 (Winfield) JDE EnterpriseOne XE (Purina) Fusion (Indirect spend) AP Technician (~ 45) Business Partner (1,000 +) 1,000,000+ invoices processed/year 60,000 vendors 50/50 electronic and paper invoices ~
  5. 5. Challenges and Objectives 5
  6. 6. Work Management and Efficiency – Cannot scale without additional headcount – Automated recognition process was not effective – No automated matching into the ERP systems – Business Partner interaction via unstructured email – Ineffective task prioritization – Low SLA awareness Work Visibility and Search – Searching Ineffective and Slow – Data for Sorting and Viewing Invoices Limited AP Challenges
  7. 7. Goals • Improve Conversion to Digital Format • Effective Integration to ERP Systems • Defined Prioritization Built into the Workflow • SLAs Defined and Leveraged to Drive Process Logic, Including Notifications • Enhance Communication with Internal Partners for Exception Resolution • Complete Audit Trail of Actions Performed
  8. 8. Why Fusion Middleware? “Gaps in the Apps” Zero Modification of ERPs – Modifications make ERP upgrades much more difficult Multiple ERPs – None at Land O’Lakes do auto 3-way match Manual Effort is Still Required to Correct Scan Errors – With Business Process Management (BPM) user interface, the invoice and metadata are viewed simultaneously
  9. 9. The Solution Phased Approach – Phase 1 • Process Improvement • Improved capture/business process management – Key Success Measure – Discounts – Key Success Measure – Productivity • Integration with ERPs – Phase 2 • Improved OFR/Pass through processing • Improved integrations with ERP’s Agile Development • Team – AVIO + Land O’Lakes
  10. 10. AP Processing System Components
  11. 11. How are Invoices Captured? Image Capture Scans batches of documents • Email • File system Batch Splitting ~ Oracle Document Capture (ODC)
  12. 12. How is Invoice Data Captured? Optical Character Recognition (OCR) • Learn Sets OCR Verification • Release to IPM ~ Oracle Forms Recognition (OFR)
  13. 13. Where are Invoices and Data Stored? Stores Images and Metadata Image Viewer Image Search Image Annotation Initiates BPM Process Imaging and Process Management (IPM)
  14. 14. AP Process 14
  15. 15. AP Basic Process
  16. 16. Business Rule – Assign Priority ~
  17. 17. AP Automation Process in Action Service Business Rule UserActivity The 6 minute demonstration that steps through the entire lifecycle that was shown during this presentation is here: https://youtu.be/Lfk9fyMYiZI
  18. 18. Reporting 22
  19. 19. Reporting Business Activity Monitoring (BAM) • Operational data store for collecting metrics • Built to support • Operational needs – Reconciliation – How many invoices are at each activity in the process? – Should people be reassigned to support a different queue? • Analytical needs – What proportion of invoices with discounts are paid promptly? – What is the average processing time per invoice? Per AP Tech?
  20. 20. Daily Volume Monitoring
  21. 21. Reconciliation 25
  22. 22. Exception Trending 26
  23. 23. Discount Achievement 27
  24. 24. Invoice Aging 28
  25. 25. BAM Infrastructure 29
  26. 26. Blessings and Benefits 30
  27. 27. Blessings Business Sponsor Process Owner IT Management As-Is and To-Be Metrics Flexible Development Methodology Experienced Developers Relationship with Product Management and Support 32
  28. 28. Benefits Achieved Fills “gaps in apps” with no ERP modification Visibility Flexibility to quickly add new lines of business Time and cost reduction • Discount achievement • Labor efficiencies through reduced time per invoice
  29. 29. Thank You For additional information, please contact – Gary Buffington • +1 (214) 435-7301 • gbuffington@avioconsulting.com The 6 minute demonstration that steps through the entire lifecycle that was shown during this presentation is here: https://youtu.be/Lfk9fyMYiZI 35

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