1 Introduction to JD Edwards EnterpriseOne Change Management

This chapter contains the following topics:

• Section 1.1, "JD Edwards EnterpriseOne Change Management Overview"

• Section 1.2, "JD Edwards EnterpriseOne Change Management Integrations"

• Section 1.3, "JD Edwards EnterpriseOne Change Management Implementation"

1.1 JD Edwards EnterpriseOne Change Management Overview

The JD Edwards EnterpriseOne Change Management system from Oracle enables you to monitor changes to a job or project through multiple revisions and approval stages. For example, you can:

• Move a change request through a series of approval stages.

• Create requotes, which provides an audit trail for multiple quotations and stages of approval outside of the JD Edwards EnterpriseOne General Accounting and JD Edwards EnterpriseOne Job Cost systems.

• Monitor changes by change request numbers.

• Monitor changes by subledger detail.

• Create an audit trail in general ledger for line items in the change request as they are modified and approved.

• Calculate the best amount of a change request line item based on its original, quoted, and final amounts.

• Manage change requests by attaching related change requests to a planned change order and attaching related planned change orders to a change order.

• Manage document control that is shared with the JD Edwards EnterpriseOne Subcontract Management system.

• Use a search facility that supports a wide range of search criteria, such as job number, ledger type, supplier, account cost code, and cost type.

• Commit change requests to JD Edwards EnterpriseOne Subcontract Management and JD Edwards EnterpriseOne Contract Billing.

1.2 JD Edwards EnterpriseOne Change Management Integrations

The JD Edwards EnterpriseOne Change Management system integrates with these JD Edwards EnterpriseOne systems from Oracle:

Figure 1-1 EnterpriseOne Change Management Integrations

Description of "Figure 1-1 EnterpriseOne Change Management Integrations"

The JD Edwards EnterpriseOne Change Management system works with other JD Edwards EnterpriseOne systems. We discuss integration considerations in the implementation chapters in this implementation guide. Supplemental information about third-party application integrations is located on the My Oracle Web site at https://support.oracle.com/.

1.2.1 JD Edwards EnterpriseOne Subcontract Management

You can commit change requests to subcontracts that you are managing using JD Edwards EnterpriseOne Subcontract Management. For example, you can send information from a subcontract account on a detail line on a change request to the JD Edwards EnterpriseOne Subcontract Management system. Also, the JD Edwards EnterpriseOne Change Management system uses a document control feature that is shared with the JD Edwards EnterpriseOne Subcontract Management system.

1.2.2 JD Edwards EnterpriseOne Job Cost

You can use JD Edwards EnterpriseOne Change Management to track changes jobs you created and are managing using JD Edwards EnterpriseOne Job Cost. For example, you can define a detail status code that automatically updates the Job Cost budget ledger. Then, when you make a status change to a line item that has that status code assigned to it, the system moves amounts and quantities from the old ledger to the new ledger, thus keeping the ledgers balanced.

1.2.3 JD Edwards EnterpriseOne Contract and Service Billing

You can commit change requests to contracts you are managing using JD Edwards EnterpriseOne Contract Billing. For example, you can send information from a revenue account on a detail line of a change request to the JD Edwards EnterpriseOne Contract and Service Billing system.

1.2.4 JD Edwards EnterpriseOne General Accounting

You can create an audit trail in general ledger of the JD Edwards EnterpriseOne General Accounting system for line items in the change request as they are modified and approved. The Account Ledger table (F0911) tracks revisions to account balance amounts and quantities by providing a detailed audit trail of transactions.

1.3 JD Edwards EnterpriseOne Change Management Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne Change Management system.

In the planning phase of the implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Change Management, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.

See JD Edwards EnterpriseOne Tools Software Updates Guide.

1.3.1 Global Implementation Steps

The suggested global implementation steps for JD Edwards EnterpriseOne Change Management are:

1. Set up companies, fiscal date patterns, and business units.

   See "Setting Up Organizations" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

2. Set up accounts, and the chart of accounts.

   See "Creating Chart of Accounts" in theJD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

3. Set up the General Accounting constants.

   See "Setting Up the General Accounting System" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

4. Set up multicurrency processing, including currency codes and exchange rates.

   See "Setting Up General Accounting for Multicurrency Processing" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.

   See "Setting Up Exchange Rates" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.

5. Set up ledger type rules.

   See "Setting Up Ledger Type Rules for General Accounting" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

6. Enter address book records.

   See "Entering Address Book Records" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.

1.3.2 JD Edwards EnterpriseOne Change Management Implementation Steps

The implementation steps for the JD Edwards EnterpriseOne Change Management system are:

1. Set up user-defined codes.

   See Setting Up UDCs for EnterpriseOne Change Management.

2. Set up change request detail status codes.

   See Setting Up Change Request Detail Status Codes.

3. Set up job-specific user-defined codes.

   See Setting Up Job-Specific UDCs.

4. Set up automatic accounting instructions (AAIs).

   See "Setting Up AAIs for General Accounting" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

5. Set up column versions.

   See Understanding Change Requests.