1. 1

2. <Insert Picture Here>
Upgrade to the 9’s!
John Schiff - Vice President Oracle Applications

3. The following is intended to outline our general product
direction. It is intended for information purposes only, and
may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality,
and should not be relied upon in making purchasing
decisions.
The development, release, and timing of any features or
functionality described for Oracle‟s products remains at
the sole discretion of Oracle.
3

4. Agenda
• Upgrade Activity
• Upgrade Drivers
• ROI Tool
• Upgrade Value Proposition Tool
• Business Case Samples
• Customer White Papers
• Resources
4

5. Get to the 9‟s
2011: The year of the Upgrade
9
5
5

6. Announcing! New Premier Support Timeline for the
Nines
Release 9.0 Update 2
Nov. 2010 - Nov. 2015 (Premier Support)
Nov. 2015 - Nov. 2018 (Extended Support)
Release A9.2 Update 1
May 2010 - May 2015 (Premier Support)
May 2015 - May 2018 (Extended Support)
Enterprise One 9.0.2 and World A9.2.1 are now being treated as new
major releases
•They follow the standard 5 year premier + 3 year extended support
model
•Can be applied as updates to existing EnterpriseOne 9.0 and World
A9.2 installs
6

7. Customers Moving to the Latest Releases
JD Edwards EnterpriseOne January 2005
May 2011
50 %
Customers on Specific Release
Xe 8.0 8.9 8.10 8.11 8.12 9.0
JD Edwards EnterpriseOne Release
Based on Support Service Requests

8. Customers Moving to the Latest Releases
JD Edwards World
January 2005
100%
May 2011
Customers on Specific
Release
A7.3 A8.1 A9.1 A9.2
JD Edwards World Release
Based on Support Service Requests

9. Continued Momentum Forward to New Releases
By the Numbers – Extensive Upgrades and Migrations
JD Edwards EnterpriseOne customers working with
48% release 9.0
Downloads for the Tools release
1700+ 8.98 Update 4 as of March 1, 2011
JD Edwards World customers working with current
32% releases (A9.1 and A9.2)
Data as of June 2011

10. Clark Construction
<Insert Picture Here>
Jan Withers
Director of Software Engineering
“Clark Construction upgraded from JD Edwards World
A7.3 to A9.2 to take advantage of new functionality such
as the export capabilities, the new user interface and
database enhancements positioning us for future
upgrades.”
10

11. DNE World Fruit Sales
<Insert Picture Here>
Deborah Rivera
Programmer/Manager
“DNE World Fruit Sales upgraded from EnterpriseOne
8.11 to EnterpriseOne 9.0 in 10 weeks and 4 days and
under budget; exceeding all expectations. We are now
benefiting from various enhancements and continued
Premier Support.”
11

12. Value.
Business Drivers

13. Upgrade Value
Building your Business Case
 New applications for competitive advantage
 Functional enhancements
 Technical improvements/Web
 Support dates /tax and regulatory
 Mergers, acquisitions, common process model
 Eliminate custom code
 Opportunity to re-engineer business processes, Get to 9
eliminate manual work

14. New EnterpriseOne and World Applications
EnterpriseOne EnterpriseOne World
Fulfillment Apparel Purchase Card
Management Management Management
Efficient collection of items Efficient collection of items Up to a 70% reduction in the cost of
Product delivery optimized Product delivery optimized processing small dollar invoices
FY 11 planned

15. Upgrade Value
Building your Business Case
 New applications for competitive advantage
 Functional enhancements
 Technical improvements/Web
 Support dates /tax and regulatory
 Mergers, acquisitions, common process model
 Eliminate custom code
 Opportunity to re-engineer business processes,
Get to 9
eliminate manual work

16. JD Edwards EnterpriseOne

17. Financial Management - EnterpriseOne
Comprehensive Money Control Across Your Enterprise
Business unit, job, project , account life cycle control
Financial burdening with unlimited categories
9.0 Advanced variable numerator allocations
Financial data relationships
Financial Management and Compliance Console
8.12 Asset depreciation account postcode
Fixed asset post books proceeds to tax ledgers
A/R and A/P netting
8.11 Automatic bank statement processing
Pay When Paid sub-contractor controls
Cash Forecasting
Advanced Budgeting and Forecasting
8.10 Expense Management Configurable Per Diem
Advanced Cost Accounting Drill Down to G/L
Ledger type master setup
Check number management
8.9 PPD payment formats
Delinquency management

18. EnterpriseOne Human Capital Management
Comprehensive Employee Management
Timecard Corrections
9.0 Total Time Accounting
Component Pay
Advanced leave tracking
8.12 Employee Scheduling
Date effective PDBAs
Personal data protection
8.11 Resource assignments
State common paymaster
New Module: eRecruit
Enhanced employee profile
8.10 Union pay rate synchronization
Historical payroll register
Graphic organizational charting
8.9 COBRA notifications
Employee self-service wizard

19. Manufacturing and Engineering
Comprehensive Capabilities for Process, Discrete Production
Dynamic Configurator
9.0 Design to Release: Agile PLM Integration
24/7 Manufacturing Accounting
Demand Planning: Demantra Integration
8.12 New Module: Plant Manager‟s Dashboard
New Module: Demand Flow® Manufacturing
8.11 New Module: Lean Execution
Purchased Item Detail Product Costing
New Module: Supplier Release Scheduling
Kanban – Multi Tiered, Ad Hoc
8.10 Forecast Consumption by Customer
ETO – Multi Facility PRP
New Module: Engineer to Order
Configurator Segment Length/Number of Segments
8.9 Advanced Lot Control
Dual UOM (Catch Weight)

20. Supply Chain Execution
Procurement
Enhanced expense and inventory with PO flexibility
9.0
New: Operational Sourcing Bid Workbench
8.12 Bid Sourcing Portal Award Events
Lean procurement Punch out capabilities to supplier
8.11 Kanban processing website
New: Requisition SS Receiving requisition
New: Buyer Workspace Kanban
Supplier Collaboration New Module: Supplier Release
8.10 Configurable Alerts Scheduling
Inquiries
Supplier Performance
Usability Enhancements Stock based commitments
Workflow Messaging Cascading receipts
8.9 Configured PO Dual UOM
New: Engineer to Order

21. Sales Order Management
Comprehensive Order to Cash
Kit component level processing
9.0 Kit integrity and balancing
Ship confirm additional line entry
8.12
Customer service order entry
Proposal generation
8.11 Automated credit order checking/credit hold release
Multiple blanket order release
Release held orders by parent
New Module: Customer Self Service
8.10 Performance improvements
Sales order audit logging and approval
Dual unit of measure
Flexible sales commissions
8.9 Customer segment-based selling
Date-sensitive customer sets
Matrix order entry
Returned material authorizations

22. Food and Beverage Producers
Integrated Field to Factory Agricultural Business Solutions
Additions to all three F+B modules including:
Scheduling for harvest activities
Calculate maturity dates
9.0 Speed application for weigh tags
Track QA samples
New with Release 8.12
New Module: Grower Management – Track land and crop attributes and
farming practices to duplicate successful techniques
New Module: Grower Pricing and Payments – Improve visibility and
control over contracts with growers to support compliance
8.12 New Module: Blend Management – Establish and maintain lot quality by
tracking attributes
from source of supply to finished product

23. JD Edwards World

24. Financial Management
Including Cross Industries Applications
New Module: Purchase Card Management
Address Book Consolidations
A9.2 Enhanced Importing Across Financials
Emailing Exported Financial Reports
Enhanced Address Book System
Enable/Disable an Address Book Number
A9.1 Approvals Management in Address Book
Segregation of Duties Reporting
Attachment Links
Configurable Inter-companies
Improved Financial Integrities
Positive Pay for Accounts
Currency Enable for Contract/Service Billing Payable
7.3 Statement
Positive Pay for Accounts Payable of Cash Flows
A8.1 Accounts Payable Approvals
Statement of Cash Flows
Accounts Payable Approvals
24

25. Human Capital Management
Integrated Workforce Management
Advanced Labor Reclass
History Adjustment Interim
9.2 Contract Calendar Enhancements
Timecard Upload – Labor Distribution
Positive Pay Processing
9.1 Spousal Life Premium Calculation
Employee Self Service Usability
Public Sector Enhancements
8.1 Leave Balance Update
Leave Docking
Separate Check Pay Types
7.3 DBA Balance Transfer
Self Service – Federal W-4

26. Distribution Management
Comprehensive and Complete Distribution Solution
Batch Ship Confirm
Reverse Ship Confirm
9.2 Enhanced Sales Repost
Z-file Processing for Inventory Master Files
Service & Warranty Management
As-Of for Received not Vouchered Reconciliation
9.1 Inventory As-Of Summarization Table
Sales Commitment Workbench
8.1 Warehouse Management Cross-docking
Vendor Managed Inventory
Advanced Pricing
7.3 Advanced Warehouse Management
Energy & Chemical Systems/Load and Delivery

27. Manufacturing Management
Complete and Integrated Mixed-Mode Manufacturing
Order-less Processing
Work Order Ledger
9.2 Forecast Cross-reference/Extract Item History
Auto Calendar Generation
Advanced Lot Control
9.1 MRP Auto Message Processing
Enhanced Lean Processes
Repetitive Manufacturing/Kanban
8.1 Quality Management
Advanced Forecasting
Process Manufacturing
7.3 Sales Configurator
Plant & Equipment Maintenance

28. Upgrade Value
Building your Business Case
 New applications for competitive advantage
 Functional enhancements
 Technical improvements/Web
 Support dates /tax and regulatory
 Mergers, acquisitions, common process model
 Eliminate custom code
 Opportunity to re-engineer business processes,
eliminate manual work
Get to 9

29. Ongoing Investments in Tools
JD Edwards EnterpriseOne Tools 8.98
User Experience Lower Total Cost of Ownership
 User productivity increased with improved  Further reduce total cost of ownership
look and feel and screen display with better administration of batch jobs,
organization faster installations and easier
 Users rapidly generate more relevant and customization roll out
detailed reports for business operational  Leverage Oracle VM and Oracle BI
needs Publisher

30. EnterpriseOne Web Client Interface
Maximum Flexibility and Superior Usability!
Extensive Help
• context sensitive field level
help, screen level help,
documentation, and web-
Saved Query based training
• allows filter and QBE
values to be recalled User Defined Display
Format
Visual Assist • column order
• find valid values • sort sequence
• fonts/color
Attachments
• highlight columns
• attach free-form text,
images, scans, web links, Import/Export
office documents • Excel, Word, CSV
User Friendly Query By Example
• user defined field and (QBE)
column labels
• <, >, = operators
• web “hyperlinks”
• wildcard searches
• clear button labels
• combine to create complex
Keyboard Shortcuts queries
• 90+ “hot keys” • provides end-user access
to information

31. A91 Sign-on screen
JD Edwards World
Java client deployment – faster, crisper,
more functional
Support for Windows client
 “Swan” colors
 Intermixes with green screen environment
 Function keys or point-and-click
 Links to Support, Documentation, email,  Dynamic Build for consistency,
URL‟s, & World Resources flexibility, maintainability
 Action code & field specific help buttons  Dynamic pop ups to help reduce the
need for customization
 Print to local printer
 Parameterized URL

32. World Electronic Document Distribution
Streamline communications throughout your business ecosystem
• Distribute World output
• Interactive / DREAM Writer / Run DREAM Writer or
• A Distribution Profile provides
distribution parameters
World Writer World Writer Report,
Export to XML
• Optional email list provides recipients
• Optional email template provides subject &
body
• Optional transformation template can
reformat XML output
• Create mailing lists and Batch (Spooled File)
preconfigured routings Export produces a
file from the report
• Attach documents to Email Batch
Export
templates or ad hoc EDD supports simple EDD Batch
Distribution
bursting based on
• Simple Bursting Address Number sends completed
email or FTP to
recipients
Batch
• Email or FTP or... World
Burst Distribution
• Gateway to advanced
publishing in Oracle
Business Intelligence
Publisher
© 2006 Oracle Corporation – Proprietary and Confidential

33. BI Publisher for EnterpriseOne and World
© Oracle Corporation – Proprietary and Confidential

34. Upgrade Value
Building your Business Case
 New applications for competitive advantage
 Functional enhancements
 Technical improvements/Web
 Support dates /tax and regulatory
 Mergers, acquisitions, common process model
 Eliminate custom code
 Opportunity to re-engineer business processes, Get to 9
eliminate manual work

35. Oracle Recommendations for JD Edwards Upgrades
For Current JD Edwards EnterpriseOne Customers
On Premier Support Eligible for Oracle
Project Notes and Ideas
Release End Date Extended Support Recommends
Xe Dec 2013 No 9.0.2 Begin upgrade project now
8.0 New functionality, web user interface, major architectural changes
8.9 Sep 2008 No 9.0.2 Begin upgrade project now
New functionality, web user interface, major architectural changes
8.10 Jun 2009 No 9.0.2 Begin upgrade project now
New functionality, web user interface, major architectural changes
8.11 Dec 2009 Dec 2012 9.0.2 Begin upgrade project now
Low level of effort to move to 9.0.2
8.12 Apr 2011 Apr 2014 9.0.2 Upgrade to 9.0.2 – Low level of effort
or Option No. 2 - Purchase Extended Support and plan upgrade to 9.1
9.1 (planned)
9.0 Sep 2013 Sep 2016 Take update 2 Deploy update 2 to extend support window
9.0.2 Nov 2015 Nov 2018 Stay current  Upgrade to 9.1 when available
Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.

36. Oracle Recommendations for JD Edwards Upgrades
For Current JD Edwards World Customers
On Premier Support Eligible for Oracle
Project Notes and Ideas
Release End Date Extended Support Recommends
A7.3 Dec 2013 No JDE E1 9.0.2 Begin upgrade project now
or New functionality, web user interface
A9.2 Business decision – Upgrade to EnterpriseOne 9.0.2 or World A9.2
A8.1 Dec 2013 No JDE E1 9.0.2 Begin upgrade project now
or New functionality, web user interface
A9.2 Business decision – Upgrade to EnterpriseOne 9.0.2 or World A9.2
A9.1 Apr 2012 Apr 2015 JDE E1 9.0.2 Option 1 - Upgrade to EnterpriseOne 9.0.2
or Option 2 – Easy upgrade to A9.2.1 with new functionality
A9.2 Option 3 – Purchase extended support; then upgrade to A9.3
A9.2 Apr 2014 Apr 2017 Take update 1 Deploy A9.2 Update 1 to extend support window
A9.2.1 May 2015 May 2018 Stay current  Upgrade to A9.3 when available
Roadmap subject to change without notice. The above is intended for information purposes
and may not be incorporated into a contract.

37. Lifetime Support Policy Deliverables
Feature Premier Extended Sustaining
Support Support Support
Major Product and Technology Releases   
Technical Support   
Access to Knowledge Base   
(MetaLink/SupportWeb)
Updates, Fixes and Security Alerts   Pre-existing Only
Tax, Legal and Regulatory Updates   No
Upgrade Scripts   No
Certification with existing Third Party   No
Products/Versions
Certification with New Third Party  No No
Products/Versions
Certification with new Oracle Products   No

38. Upgrade Value
Building your Business Case
 New applications for competitive advantage
 Functional enhancements
 Technical improvements/Web
 Support dates /tax and regulatory
 Mergers, acquisitions, common process model
 Eliminate custom code
 Opportunity to re-engineer business processes,
Get to 9
eliminate manual work

39. ROI
JD Edwards EnterpriseOne and World
39

40. Dynamic, Online Upgrade Value Proposition DEMO
JD Edwards EnterpriseOne and JD Edwards World
Doc ID #1310896.1
support.oracle.com Customize report title
Customize searches
Online search ► Between releases ►Custom report

41. IBM ROI Tool for Oracle JD Edwards http://k.kmaone.com/jderoi
All it takes is four easy steps to an estimated ROI and a professional presentation
Input your current
1. situation
2. Immediately see the
estimated ROI
Revise estimates
used in the tool to
match your
3. environment
Generate a custom
4. presentation
41
© 2010 IBM Corporation

42. Sample Business Cases
Sample Business Cases
• Sample Business Case for EnterpriseOne – Doc ID 1283093.1
• Sample Business Case for World – Doc ID 1283154.1
• Written by customers when they upgraded
• Use as a reference when building a business case

43. Upgrade Challenge White Paper – JD Edwards World
Document # 1084525.1 • Written by customers for customers
• Upgrade Challenges
• Modifications / Customizations
• Resources
• Business Case
• Training
• User Adoption and Acceptance
• Technical
• 3rd Party Products
• Web Applications
• Project Management
• Product Support

44. Upgrade Best Practice White Paper-JD Edwards EnterpriseOne
• Written by JD Edwards EnterpriseOne Strategy Council
• Best Practice
• Upgrade Focus Group
• 15 large E1 customers
• Identified issues, challenges and approaches
• Tools upgrade best practices
• Application upgrade best practices
• Document # 1282389.1

45. Resources
45

46. Upgrade Consortium
JD Edwards EnterpriseOne
Objective Bring JD Edwards EnterpriseOne customers who are evaluating,
planning or in the process of upgrading together with Oracle
representatives to enable the sharing of lessons learned, tips &
techniques and best practices.
Subscribe Quest Website – http://questdirect.org/, under the Community Tab,
select Groups. In Search in Groups, type: “EnterpriseOne
Upgrade Consortium”. When the JD Edwards EnterpriseOne
Upgrade Consortium Group is displayed, click on Join Group.
You will then be on the email distribution list for the call each
month and will receive emails with dial-in information and an
agenda.
Cost Free
When 2nd Wednesday of each month 11am EST
Contact barbara.canham@oracle.com
46

47. Upgrade Consortium
JD Edwards World
Objective Bring JD Edwards World customers who are evaluating, planning
or in the process of upgrading together with Oracle representatives
to enable the sharing of lessons learned, tips & techniques and
best practices.
Subscribe Quest Website – http://questdirect.org/, under the Community Tab,
select Groups. In Search in Groups, type: “World Upgrade
Consortium”. When the JD Edwards World Upgrade Consortium
Group is displayed, click on Join Group.
You will then be on the email distribution list for the call each month
and will receive an email with dial-in information and an agenda.
Cost Free
When 1st Thursday of each month 11am EST
Contact barbara.canham@oracle.com
47

48. World A9.2 Product Information Page
48

49. EnterpriseOne 9.0 Product Information Page

50. Upgrade Advisors – for E1 and World
• Advisors For Database, Fusion Middleware, E-Business Suite, PeopleSoft, JD Edwards, Siebel. Find Oracle
Support Upgrade Advisors Note 250.1

51. Upgrade Planning Requests
 Have an 'Upgrade Planning Session‟ with Oracle Support
An opportunity to proactively discuss your upgrade plans with Oracle Support. We can help
clarify roadmaps, best practices and provide general guidance.
Simply open an SR to request an 'Upgrade Planning Session„. Include:
1. Anticipated Start Date for the upgrade?
2. Anticipated Completion Date for the upgrade?
3. Any other relevant information or specific questions related to the upgrade
How to Open an SR for an Upgrade Planning Request (Doc ID 974500.1)
51

52. World - 1st Step – Contact GCS
Log an Upgrade Service Request
• Named support contact will be assigned
• Technical assistance throughout upgrade process
• Resources for application issues
• Help installing Web Enablement
• Clarification on the new functionality
• Request for list of known issues
52

53. User Productivity Kit (UPK)
 Content Authoring Tool
 Used Throughout the Software Lifecycle
 Training: See It, Try It, Know It, Do It Modes
 Documentation: User Guides, Business Processes,
Test Scripts, Job Aids
 Pre-built Content
 21 Modules Available for JD Edwards EnterpriseOne 9.0
 24 Modules Available for JD Edwards World A9.2
53

54. UPK Content – JDE EnterpriseOne 9.0
• Fundamentals
• Configurator
• General Ledger
• Advanced Pricing
• Accounts Payable
• Homebuilder Management
• Accounts Receivable
• Real Estate Management
• Fixed Asset Accounting
• Advanced Real Estate Forecasting
• Sales Order Management
• Grower Management
• Inventory Management
• Grower Pricing and Payments
• Procurement and Subcontract
• Blend Management
• Human Capital Management Fundamentals
• Product Data Management
• Time and Labor
• Discrete Shop Floor Management
• Engineer to Order
54

55. UPK Content – JD Edwards World A9.2
Human Capital
Foundation Financials
• Accounts Payable Management
 Address Book
• Accounts Receivable • Human Resources
 Common Foundation
• General Ledger • Payroll
 Technical Foundation
 World Writer • Fixed Assets
 Approvals Management • FASTR
• Purchase Card Management
• Job Costing
Distribution Manufacturing
• Inventory • Product Costing and Manufacturing Accounting
• Purchasing • Product Data Management and Shop Floor Control
• Sales Order • Requirements Planning and Production Scheduling
• Quality Management • Base Configurator
• Advanced Pricing
• EDI
55

56. Oracle Training Offerings
 TOIs, Transfer of information
 On-line courses
 Release specific product knowledge
 No cost for maintenance customers
 Advisor Web Casts
 More than 10 live sessions per month
 Sessions archived
 No cost for maintenance customers
 Self Study Classes
 Available for most modules
 Documentation
 Web based
 Easily Searchable
 Custom Classes
 Onsite training provided by Oracle Consulting and Business Partners
56

57. 57

58. JD Edwards in Social Media
BLOGS
• The JD Edwards blog is named: JD Edwards Attitude@Altitude
 Attitude@Altitude goes live on April 8th, 2011
MICRO BLOGGING on Twitter:
Twitter - Follow these JD Edwards staff members.
(Tip: From the Twitter site, search JD Edwards and jdedwards to find others that post tweets about JD Edwards)
@lyleekdahl (Lyle Ekdahl – JD Edwards Group Vice President)
@kembutler (Kem Butler – JD Edwards Communications Director)
@johnschiff (John Schiff – JD Edwards Vice President and General Manager)
JD Edwards USER COMMUNITIES - sharing information and having conversations
• Oracle Mix @ https://mix.oracle.com/home
a. Be sure to click on the “Groups” tab and explore the wide variety of groups.
b. Search on JD Edwards to narrow your focus, or use the drop down menu (right side of page) to select a JD Edwards product family
c. This site requires your MyOracle Support sign on
• LinkedIn – there are many JD Edwards groups on LinkedIn.
• The one that JD Edwards strategy is most active in is named “JD Edwards Professionals”
NEWLETTERS
• Oracle specialty newsletters available. You can read them by going to http://www.oracle.com/us/syndication/subscribe/index.html, or you can
subscribe to newsletters so that they are delivered to your inbox. (use this same link to review and subscribe to newsletters of your choice.
58

59. JD Edwards World Resources
JD Edwards World A9.2 Product Information Center
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYSTEMDOC&id=1114713.1
For more information about JD Edwards World
http://www.oracle.com/applications/jdedwards-world.html
JD Edwards World A9.2 – Transfer of Information – TOIs
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=605155.1
JD Edwards World Upgrade Advisors:
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=274.1
JD Edwards Upgrade Value Proposition Tool:
https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1310896.1
General Support Policy
http://www.oracle.com/support/premier/lifetime-support-policy.html
Contact barbara.canham@oracle.com for additional information 59

60. JD Edwards EnterpriseOne Resources
JD Edwards EnterpriseOne 9.0 Information Center
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYSTEMDOC&id=974914.1
More Information on JD Edwards EnterpriseOne
http://www.oracle.com/us/products/applications/jd-edwards-enterpriseone/index.html
JD Edwards EnterpriseOne Transfer of Information (TOIs)
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id= 605155.1
JD Edwards EnterpriseOne Upgrade Advisors
https://support.oracle.com/CSP/main/article?cmd=show&type=NO
JD Edwards Upgrade Value Proposition Tool:
https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1310896.1
General Support Policy
http://www.oracle.com/support/premier/lifetime-support-policy.html
Contact barbara.canham@oracle.com for additional information 60