Stuff to Share from Jerry’s bag of tricks! Session ID#: JDE-100440 Prepared by: Jerry Salazar Title: Principal Consultant and Project Manager Company: EmeraldCube Solutions #JDEINFOCUS or add your own Twitter handle

About the Speaker Principal Consultant and Project Manager for EmeraldCube Solutions Over 25 years of JD Edwards Experience, both Functional and Technical Worked at several JD Edwards Implementation and Upgrades across all Modules Started JDE career as Developer, back in 1992

About EmeraldCube Solutions Founded in 2012 Headquarters in Alpharetta GA US focused with partners in Canada and Europe 120+ customers Customer base from Fortune 100 to $40M Certified Oracle, Amazon & ICS/RF Smart Partner

About EmeraldCube Solutions Managed Services On-demand and managed services models with 24x7 coverage and 100% certified on-shore team. OBIEE, JDE E1 CNC, Functional & Development Project Services JDE Upgrades, Migrations and Net New Implementations, as well as Oracle Business Intelligence & Hyperion EmeraldSensor End-to-End solution, from hardware to analytics, which connects JDE E1 to with the Internet of Things EmeraldVision SaaS based Business Intelligence solution built specifically for JD Edwards EmeraldCloud Secure managed hosting solution built exclusively for JDE E1 environments. EnCrypto JDE sensitive data protection with military grade encryption (AES) FraudPatrol Proactively detects and alerts for suspicious accounts payable and payroll activity within JDE E1 EmeraldPrism Best in class CNC monitoring and alerting tool built, proactively identifying issues and changes that can affect stability and uptime

Agenda The “Wrapper” Report Email Distribution User System Security Workbench Q&A

The “Wrapper”

The “Wrapper” Business Case #1 Finance need to execute all Integrity reports on-demand. Finance need to run G/L Posting (R09801) on-demand at month-end single-threaded (all modules, about 10+ version). Current Solution IT to create folders with all versions. IT to ensure all versions are defined to use a single-threaded queue. End-user to execute every program|version, one at the time.

The “Wrapper” Business Case #1 Finance need to execute all Integrity reports on-demand. Finance need to run G/L Posting (R09801) on-demand at month-end single-threaded (all modules, about 10+ version). New Solution End-User to setup a new custom UDC End-User to setup a new version of the “Wrapper” End-User to execute a single program|version

The “Wrapper” Business Case #2 Need to run Sales Overnight-stream on SCHEDULER: Sales Reprice (R42750 – 2 versions) Invoices (R42565 – 5 versions) Sales Update (R42800 – 3 versions) Posting (R09801 – 2 versions). Current Solution IT to setup SCHEDULER with 12 entries, each entry with a second difference and using a single-threaded queue.

The “Wrapper” Business Case #2 Need to run Sales Overnight-stream on SCHEDULER: Sales Reprice (R42750 – 2 versions) Invoices (R42565 – 5 versions) Sales Update (R42800 – 3 versions) Posting (R09801 – 2 versions). New Solution IT to setup a new custom UDC IT to setup a new version of the Wrapper IT to setup a single program|version in SCHEDULER

The “Wrapper” Other Benefits End-User can easily maintain custom UDC to add, change or remove entries from the Wrapper. All entries in the UDC will run in a single-threaded mode with a built-in predecessor/successor process.

The “Wrapper” Components User Defined Code UBE: R5591300

The “Wrapper” *** That Simple *** Behind Scenes UBE is based on the UDC Table (F0005) and uses processing options to select the correct entries (based on System Code and User Defined Code). Sequence is defined in the UDC using the UDC Code value. For each record read/processed, UBE validates the program ID and version, and then uses the B91300C Business Function to Launch the specified entry. *** That Simple ***

The “Wrapper” Behind Scenes F9860 – Object Librarian F983051 – Version List B91300C – Launch Batch Application

The “Wrapper” Output UBE generates an output with the programs and version executed. All UBEs executed will be listed under Submitted Jobs, as normal.

Demo First will use an existing Wrapper that executes two reports: Companies and Business Units. Very Simple The UDC is 55/W1 -- See results Next we will create a new UDC to run a couple of Integrity Reports, something simple: R007011 | ZJDE0001 Unposted Batches R007032 | ZJDE0001 Batches Out of Balances

Report Email Distribution

Report Email Distribution Business Case The canned report output is fine (i.e. Inventory Stock –Status) and Plant Manager would like to have it email to all the plant planners and buyers. Current Solution Use BI Publisher Create Template (RTF or CSV) Design Report (merge XML and template) Setup Report Definition

Report Email Distribution Business Case The canned report output is fine (i.e. Inventory Stock –Status) and Plant Manager would like to have it email to all the plant planners and buyers. New Solution Setup entry in Report Email Distribution Next time report is executed (via end-user or scheduler), the output will be emailed to the defined recipients.

Report Email Distribution Components 2 Interactive Objects (plus 2 Tables/Business Views) P55IT005 – Distribution Setup P55IT006 – Workbench / History F55IT005 – Distribution Setup F55IT006 – Workbench / History 2 UBEs R55IT006 – Process/Send Email R55IT005 – Send Email 2 UDCs 55 / JN – Last Execution Job Number 55 / ER – Send Email – Error Codes Description

Report Email Distribution Components P55IT005 – Distribution Setup Application to setup the report distribution. Controls: Batch Application Version User ID Distribution: Send to Address Book Number Send to Email Address (use ; for many) Send to User Format (PDF or CSV) Email From Email Subject Email Body Attachment Filename Server Path (/E900SYS/PrintQueue/ or \\JDEdwards\E920\PrintQueue\)

Report Email Distribution Components P55IT006 – Workbench / History Application to review jobs processed and its status. Review job status (processed, sent or error) Review output generated Change distribution parameters Resend distribution

Report Email Distribution Components R55IT006 – Process / Send Email This UBE will inspect records in the Submitted Jobs table (F986110) at “Done” status and pull the information needed for the email distribution. It uses the UDC 55/JN to retrieve the last job processed. For each record processed UBE will cross-reference against the setup table (F55IT005) using the following sequence: Program | Version | User User Program | Version Program

Report Email Distribution Components R55IT006 – Process / Send Email If cross-reference found (in F55IT005) then it writes a record to the History Table (F55IT006) with “processed” (P) status. Second UBE (R55IT005) will process Ps records and send emails with the attachment. Updates UDC 55/JN with last job processed. There is a processing option to control the execution of R55IT005 to send emails.

Report Email Distribution Components R55IT005 –Send Email This UBE will inspect the “Processed” records in the History Table (F55IT006), and for every record processed it will execute the B0500725 (EmailMergeLetter) business function. If email is sent successfully then record is flagged as “Sent” (S).

Demo

User System Security Workbench

User System Security Workbench Background This application started as an easy way to research for users assigned to specific role. This was a replacement to Databrowser over the Role Relationships table (F95921). Over the years the application grew as I keep adding additional functionality to make my life easier. Two main screens: Role Relationships (P5595921 | W5595921A) User Revision Inquiry (P5595921 | W5595921E)

User System Security Workbench Role Relationships - Current Functionality Search for User Assigned to specific roles Search for all User Roles Search by Name Row Exits Mass Role Relationship Updates (delete, expire, reinstate) Copy Roles Form Exits Upload User Roles Upload User Roles (Horizontal) Upload Role/User Environments

User System Security Workbench User Revision Inquiry - Current Functionality Search for Users, Roles or Both; Enabled, Disabled or Both Display Roles or Display Environments Search by Name Row Exits Mass User Updates (enable or disable)

User System Security Workbench Additional Screens - Standalone User Role Relationship – Add roles from the list. This form was created to allow a power-user to add Roles to a user w/o having to access the Role Relationship application. It has a hardcoded restriction to prevent adding sysadmin roles (special character in Role Description #)

User System Security Workbench Components Interactive Application: P5592921 Supplemental Data (disable reason UDC and user overrides) – UP / O

Demo

Additional Resources 872222.1 - How to Use Business Function B91300C to Launch a Batch Application 652119.1 - Documentation on JDE_SendEMailSMTPExt API

Q&A

Feedback Cards Enter to win a $100 Gift Card Fill out the EmeraldCube session feedback card Drawing will be held at the end of the session

Continuing Education JD Edwards Upgrade Workshop Webinar Thursday, August 24 9:00 am – 2:00 pm PST Pacific Palms Resort – City of Industry, CA Register: https://www.emeraldcube.com/jdeupgradeworkshop/ Webinar Tuesday, September 19 1:00 pm – 2:00 pm EST User Defined Objects and UX One Overview Register: www.emeraldcube.com

Connect With Us @EmeraldCube EmeraldCube-Solutions info@emeraldcube.com www.emeraldcube.com

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