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

2. 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

3. 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

4. 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

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

6. The “Wrapper”

7. 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.

8. 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

9. 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.

10. 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

11. 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.

12. The “Wrapper”
Components
User Defined Code
UBE: R

13. 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 ***

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

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

16. 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:
R | ZJDE0001 Unposted Batches
R | ZJDE0001 Batches Out of Balances

17. Report Email Distribution

18. Report Email Distribution
Business Case
The canned report output is fine (i.e. Inventory Stock –Status) and Plant Manager would like to have it 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

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

20. 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
R55IT005 – Send
2 UDCs
55 / JN – Last Execution Job Number
55 / ER – Send – Error Codes Description

21. 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 Address (use ; for many)
Send to User
Format (PDF or CSV)
From
Subject
Body
Attachment Filename
Server Path (/E900SYS/PrintQueue/ or \\JDEdwards\E920\PrintQueue\)

22. 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

23. Report Email Distribution
Components
R55IT006 – Process / Send
This UBE will inspect records in the Submitted Jobs table (F986110) at “Done” status and pull the information needed for the 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

24. Report Email Distribution
Components
R55IT006 – Process / Send
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 s with the attachment.
Updates UDC 55/JN with last job processed.
There is a processing option to control the execution of R55IT005 to send s.

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

26. Demo

27. User System Security Workbench

28. 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 (P | W A)
User Revision Inquiry (P | W E)

29. 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

30. 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)

31. 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 #)

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

33. Demo

34. Additional Resources
How to Use Business Function B91300C to Launch a Batch Application
Documentation on JDE_Send SMTPExt API

35. Q&A

36. 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

37. 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:
Webinar
Tuesday, September 19
1:00 pm – 2:00 pm EST
User Defined Objects and UX One Overview
Register:

38. Connect With Us @EmeraldCube EmeraldCube-Solutions

39. Please complete the session evaluation We appreciate your feedback and insight Session ID# JDE