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Announcement.pngThe JD Edwards EnterpriseOne Australia Payroll product is enhanced to support Australia SuperStream.  SuperStream is an Australian government reform aimed at improving the efficiency of the superannuation system.  The main purpose of SuperStream is to ensure employer contributions are paid in a consistent, timely and efficient manner to a member’s account. The change also removes many of the complexities employers currently face as a result of funds being able to set up different arrangements for accepting contributions. This new functionality provides a data and payment standard used to report Superannuation contributions electronically.


A new report, Superannuation XML Extract Report (R75A0350) will generate the data file that can be used to submit superannuation contributions to your clearing house.


Australia Superstream Extract Functionality Is Available (Doc ID 2004013.1) provides more information on the new enhancement features, Australia documentation updates and Transfer of Information (TOI) access.

What are Accruals?

  • Accruals represent a number of paid hours that a company funds as additional employee compensation.  Usually, an employee accrues a certain number of hours per pay period.
  • Accruals have no effect on an employee's gross or net pay.
  • Accruals can be considered as Vacation, Sick, Paid Time Off, etc.

 

Accruals are set up in JD Edwards EnterpriseOne HCM product in application Pay Types, Deductions, Benefits and Accruals (P059116).  Accruals can be a flat amount or they can utilize a calculation table to provide the employee their accrued hours.

 

Calculation Tables utilize Table Methods.  Table Methods contain the programming rules that tell the system how to calculate the DBA using the information defined in the calculation table.  Below is an example of table methods available in the Dates Category. 

  • Read the table from left to right
  • First and Second columns make up the Table Method (i.e., O+A=OA)
  • Match option in first column with value in second column, then continue reading straight across

There are a variety of table methods that can be utilized to calculate your employee accruals.  Refer to Calculation Table Quick Reference DBA Table Method Quick Reference Sheet (Doc ID 625898.1) and the Human Capital Management Fundamental Implementation Guide, Section 10.4:  Setting Up Table Method DBAs.

 

For more information on Understand and Utilizing DBA Calculation Tables and Methods to Calculate Accruals, please refer to the Advisor Webcast on the topic (access the 2015 Archived Tab and select the recording and/or power point presentation for Understand and Utilizing DBA Calculation Tables and Methods to Calculate Accruals). Additionally, the E1 HCM Community has been updated with Q&A from the advisor webcast. You can continue discussions on the topic here as well.

ShellyC-Oracle

Vertex Release 4.1

Posted by ShellyC-Oracle Apr 24, 2015

NewFeature.pngVertex Release 4.1 is available. JD Edwards EnterpriseOne code changes are required in order to receive the Vertex Release 4.1 functionality. Quantum for Payroll - Vertex Release 4.1 (Doc ID 2002367.1) provides information on the new functionality and the JD Edwards EnterpriseOne HCM associated bugs.

 

Vertex 4.1 Frequently Asked Questions:

Question 1:  Can the Vertex 4.1 Release be applied without the JD Edwards code changes?

Answer 1: Yes, Vertex Release 4.1 can be applied without the JD Edwards code changes.  Note that you will not receive the new functionality in Vertex 4.1 until the JD Edwards EnterpriseOne code changes are applied.

 

Question 2:  If we are on Vertex 4.0, can we move to Vertex 4.1 without the JD Edwards code changes?

Answer 2: Yes, you can move from Vertex 4.0 to Vertex 4.1 without the JD Edwards code changes, however, you will not receive the new functionality in Vertex 4.1 until the JD Edwards EnterpriseOne code changes are applied.

 

Question 3:  What will happen if I'm on Vertex 4.0 and I take the JDE ESU that contains Vertex 4.1 code?

Answer 3: If you are on Vertex 4.0 and apply the code for Vertex 4.1, you should not experience any difference in tax calculations.  You will not receive the new functionality for Vertex 4.1 until Vertex 4.1 is applied.

 

What's New in Vertex 4.1?

 

Federal Tax Recalculation

The following states have a new formula for calculating annual state taxable wages.

  • Alabama
  • Iowa
  • Missouri
  • Oregon


The formula for calculating annual state taxable wages includes a deduction for the employee’s annual federal withholding tax amount.  State tax withholding is calculated based on the annual state taxable wages.

 

New Tax Method

JD Edwards is providing a new tax method, for Non-Resident Aliens who are exempt from FICA (social security and medicare) but subject FUTA.

  • Tax Method H (UDC 06/TM)

 

ReleaseBug
9.0Bug 20764342
9.0Bug 20764355

JD Edwards published a new white paper on wearable technology and its application to JD Edwards EnterpriseOne ERP. Wearable technology represents one of the major innovative technology trends in recent times. Wearables, especially smartwatches, are unobtrusive and accessible and provide greater access than mobile devices, letting users view alerts that need immediate attention.

JD Edwards applications can be extended to a wearable platform for next-generation mobile users.

Read this new white paper here. You can also access the white paper from www.learnjde.com > What’s New > White Papers > Technologies .

untitled.bmpIn the 9.1 Release of JD Edwards EnterpriseOne we introduced Global Locator Number (GLN) for Electronic Data Interchange (EDI).

 

What is GLN? GLN is part of the GS1 systems of standards. GLN is a simple tool used to identify a location. The GS1 Identification Key is used to identify physical locations or legal entities. The key comprises a GS1 Company Prefix, Location Reference, and check digit.

 

A location identified with GLN can be a physical location such as a warehouse or a legal entity such as a company or a customer. GLN can also be used to identify something as specific as a particular shelf in a store.

 

Being able to identify locations with a unique number is a key to many business processes. The GLN is used in electronic messaging between customers and suppliers, where location advice is important.

 

For more information on Global Locator Number functionality within JD Edwards EnterpriseOne, review these great documents:

 

  • 9.1 Enhancement - Global Location Number for EDI Demand Scheduling (Note 1493472.1)
  • 9.1 Enhancement - GLN (Global Location Number, Global Locator Number) related Business Functions (Note 1487525.1)
  • 9.1 Enhancement - Global Location Number in Reports (Note 1493740.1)

 

Need more information? Check out our ADVISOR WEBCAST: Overview of the Enhancement for Global Locator Number (GLN) for 9.1 (Doc ID 1557969.1).

Were you aware that there are 5 Essential Keys to understanding Fiscal Anniversary Rollover?

 

Essential Key #1 – Understanding Anniversary Rollover

Anniversary Rollover allows the Payroll module to rollover accrued vacation or sick time balances at a specified time other than the end of the standard calendar year.  Anniversary rollover can be based on the Company’s fiscal year, any date field utilized by the Employee Master such as Date Started, Participation, Birthdate, etc. or a User Defined Date.

 

Essential Key #2 – DBA Setup for Rollovers

There are two types of DBAs that can be used with Anniversary Rollover.

  • Immediately available (Single DBA setup)
  • Accrual calculates for later availability (Paired DBA setup)

 

Essential Key #3 – Rollover Process

Anniversary rollover can be processed during Payroll or Stand alone via R073910 (Leave Anniversary Rollover)

 

Essential Key #4 – History Update

Anniversary DBAs populate the F06147 (Fiscal Anniversary Year History) for the accrual, available and any leave taken for the anniversary year.

 

Essential Key #5 – Online Inquiry

The Benefit Accrual Inquiry (P070931) can be used to review benefits and accrual history and year to date balances for anniversary DBAs.  Remember to set the processing option #1 – History Source File behind P070931 on the Process Tab to ‘1’ in order to pull in historical information from the F06147 table.

 

For more information on the 5 Essential Keys To Understanding Fiscal/Anniversary, please refer to the Advisor Webcast on the topic (access the 2015 Archived Tab and select the recording and/or power point presentation for The 5 Essential Keys To Understanding Fiscal/Anniversary Rollover).  Additionally, the E1 HCM Community has been updated with Q&A from the advisor webcast.  You can continue discussions on the topic here as well.

Stewart and Stevenson, one of JD Edwards’ valued customers, is featured in this month’s Computerworld magazine. The article focuses on extending enterprise applications to mobile devices and the ROI companies expect from this strategy. JD Edwards now offers 81 mobile applications for various business applications, such as project management, supply chain, financials, capital asset management, and more. Customers can also customize and create their own mobile applications with Oracle’s JD Edwards tools.

 

See the Computerworld Article Here.

AdvisorWebcast.pngConsidering Benefits or need a refresher on the Plan Master and How To Set up Benefit Plans?

 

Benefit Components:

  • Benefit Group – UDC 06/BG, P0801EMP - A group of employees that receive the same benefit
  • Benefit Category – UDC 08/SG - Groups types of benefit plans.  Benefit Categories are used to associate different category of benefits that a company offers to a benefit group.  For example, Medical, Dental, Vision, Life Insurance, etc.
  • Benefit Plan – (P08320) - Different types of benefits that are offered to employees such as Medical (HMO, PPO), Dental (Dental, Dental Plus), Vision (Vision I, Vision II), etc.
  • Plan Options – (P083202) - Use if coverage for a plan can vary from employee to employee

 

Benefits Setup Flow:

Benefits Setup Structure:

 

Tip - You can utilize the Benefits Structure Inquiry (P083204) to review the organization of your Benefit Plans

 

For more information on Plan Master and How To Set up Benefit Plans, please refer to the Advisor Webcast on the topic (access the 2015 Archived Tab and select the recording and/or power point presentation for Plan Master and How To Set up Benefit Plans).  Additionally, the E1 HCM Community has been updated with Q&A from the advisor webcast. You can continue discussions on the topic here as well.

AdvisorWebcast.pngEver wonder how to track changes to Job Cost Budgets, Purchase Orders, or a Contract Billing line?  Need a high level review of the Change Management System?  Watch the latest one hour advisor webcast presentation on Change Management - JD Edwards EnterpriseOne: Working with Change Requests (Doc ID 1962882.1).  In addition to familiarizing users with the Change Management System process, this presentation is a review on the steps required to track these changes to better control amounts going to jobs and projects. The presentation will cover the essentials as entering a Change Request requires a few sequential steps that need to be followed to successfully enter a Change Request.

untitled.bmpAre you integrating Vertex Q Series with EnterpriseOne?  If so, are you familiar with our Vertex Knowledge Center ? Check  out JD Edwards EnterpriseOne Vertex Knowledge Center (Doc ID 1676973.2)

 

The knowledge center provides links to setup, configuration, reference and troubleshooting information related to Vertex Q Series tax software being used with the JD Edwards EnterpriseOne applications.

 

In addition to providing easy access to knowledge documents, the knowledge center provides  step-by-step instructions useful for understanding how to complete the integration of Vertex Q Series with JD Edwards EnterpriseOne, along with implementing corresponding features and functionality - from start to finish.

 

The knowledge center is intended to be used by both technical and functional users.  The information provided  covers both configuration and testing details (integration), and functional aspects of relevant JD Edwards EnterpriseOne features and functionality (implementation).

 

What else is included in the knowledge center?

  • Information provided on the Overview page is information which may prove to be immediately useful.
  • The Reference & Resolve tab provides more specific and logically grouped knowledge documents (Payroll Tax, Sales & Use Tax, technical, Bugs, etc.)
  • The Integrate & Implement tab guides you through the process of integration and implementation of the Vertex Q Series Tax software with your JD Edwards EnterpriseOne applications.

My Oracle Support Accreditation at Collaborate 15! Make plans to be at Collaborate 15 on Sunday April 12 so that you can participate in the MOS Accreditation Learning Series. Increase your productivity by completing Oracle's Accreditation Program to accelerate your knowledge of Oracle products and the Support framework.

For the first time, COLLABORATE 15 attendees can participate in face-to-face sessions with Oracle experts to hear more about the My Oracle Support Accreditation Program, take the accreditation test(s) for key product areas, including JD Edwards EnterpriseOne and win prizes. Get your Level 1 Accreditation for My Oracle Support first. Then, come to Collaborate 2015 to attend overview and Q&A sessions for EnterpriseOne Accreditation (these are from 1-2 PM and 2:15-3:15 PM on Sunday). Bring your laptop and take the accreditation exam there.

Get more info on Quest's site here: http://bit.ly/1E1avGI

One of the foundations of Accounts Receivable is the ability to effectively manage the invoices you send to your customer. After all, if you don’t invoice them, you won’t get paid!

 

Most invoices will come into A/R from other systems:

  • Via the Batch Invoice Processor (R03B11Z1A) from outside, non-JDE1 systems
  • Via Sales Update (R42800) from the JD Edwards EnterpriseOne Sales Order module
  • From the JD Edwards EnterpriseOne Real Estate Management module
  • From the JD Edwards EnterpriseOne Contract/Service Billing module
  • Via Manual Netting (P03B455) from the JD Edwards EnterpriseOne Accounts Payable module.

 

But you can also enter them directly in A/R using:

  • Standard Invoice Entry (P03B11)
  • Speed Invoice Entry (P03B11SI)
  • Recurring Invoice Entry (P03B11): use either the Recurring Invoice form, which you access from the Form menu, or complete the frequency and number of payments fields in the detail area of the invoice.

 

Before you can get the invoices into the system, make sure you:

  • Set up the following UDCs:
    • Document Type Codes (00/DT)
    • Invoice Document Type Codes (00/DI)
    • Payment Status Codes (00/PS)
    • Payment Instrument Codes (00/PY)
    • Language Preference Codes (01/LP)
  • Decide what next numbers method to use, Standard Next Numbers or Next Numbers by Company/Fiscal Year.
  • Set up AAIs.
  • Set up payment terms.

 

Getting invoices into the system and processing them consists of three steps:

  1. Entering them.
    This creates unposted records in these tables:
    1. Batch Control (F0011);
    2. Customer Ledger (F03B11);
    3. General Ledger (F0911): entry or entries for revenue accounts only.
  2. Reviewing the entered invoices, and if appropriate, approving them.
    You review, and revise if needed, the invoices via Customer Ledger Inquiry (P03B2002) and Standard Invoice Entry (P03B11). You can then approve them via Invoice Journal Review (P0011), if you’re using Manager Approval (this is a setting in the A/R Constants (P0000)).
  3. Posting the invoices to the General Ledger (F0911) and Account Balances (F0902) tables by running the G/L Post (R09801).
    This updates the F0011 and F03B11 records to posted, creates offsetting entries for the A/R Trade account, and tax accounts if applicable, in the F0911, updates the existing entry or entries in the F0911 for the revenue account(s) to posted, and updates the account balances for all the G/L accounts, trade, revenue, and tax if applicable, in the F0902.

 

For more information on processing A/R invoices, have a look at the following knowledge articles:

  • Invoice Entry and Processing in EnterpriseOne Accounts Receivable (Doc ID 1466758.1)
  • Processing Recurring Invoices in EnterpriseOne Accounts Receivable (Doc ID 1466797.1)
  • How To Use Batch Invoice Processing In EnterpriseOne Accounts Receivable [Video] (Doc ID 1473954.1)
  • Understanding The Invoice Post Process Within JD Edwards EnterpriseOne Accounts Receivable (Doc ID 1967296.1)
  • Frequently Asked Questions about AR Invoices (Doc ID 960306.1)
  • Frequently Asked Questions Regarding The Post Process Within Accounts Payable and Accounts Receivable Within EnterpriseOne (Doc ID 1412945.1)
  • Frequently Asked Questions Regarding Batch Invoice Processing (Doc ID 1088737.1)

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