1 Localization Overview

This chapter contains the topic:

Localization is the process of enhancing J.D. Edwards software to meet specific legal business requirements and common business practices within selected industries and markets. The primary focus of the localization effort is to enable J.D. Edwards and business partners to remain competitive within strategic industries and currently targeted markets.

1.1 Defining the Scope of Localization

To manage the scope of the localization effort, J.D. Edwards has formulated specific guidelines to determine which statutory requirements and common business practices to address. The major localization categories are defined as follows:

Category Explanation
Fiscal requirements Localization for fiscal requirements includes:
  • Reports, such as ledgers, journals, trial balances, financial statements, and other reports that you cannot generate with the use of standard DREAM Writer, FASTR, or World Writer report tools. Reporting requirements across multiple countries are consolidated into acceptable formats for multiple countries to limit the scope of this category.

  • Additional validation of dates, accounts, tax identification numbers, and document number sequences.

  • Legal document number assignment for countries that use pre-numbered documents or require a legal document number in addition to the J.D. Edwards assigned document number.

  • Legal report formats, when a specific format is required for a country or the standard J.D. Edwards format does not provide all of the required information.

Banking requirements Localization for banking requirements includes:
  • Bank information validation verify bank account numbers

  • Payment term assignment

  • Payment and receipt document formats and media

Tax requirements Localization for tax requirements includes:
  • Validation of tax identification numbers, often using prescribed algorithms

  • Additional tables to collect information for tax calculation and reporting

  • Special tax calculation routines for withholding, sales, and other country-specific taxes


Many other types of enhancements might be considered localizations, but are not in the scope of J.D. Edwards localization. Enhancements that are outside the scope of localization are addressed by the corporate development group or by custom programming groups for specific areas. Specifically, the localization effort is not responsible for enhancements in the following categories:

Enhancement Explanation
Industry-specific requirements Changes to the software to meet industry-specific requirements are not considered localizations. For example, a complete software solution for a specific industry would not be included in the scope of localization.
Client-specific enhancements Client-specific enhancements are not considered localizations. J.D. Edwards analyzes all enhancement requests to determine whether the request is common to many clients or whether it is a custom request that will always remain specific to a single client.
Base software enhancements Base software enhancements are not localizations. Enhancement requests that involve the base software are entered in the software action request (SAR) system and addressed by corporate development at regular intervals.