Connecting the Ground & the Cloud: JDE Integration with Salesforce.com CRM

Connecting the Ground & the Cloud: JDE Integration with Salesforce.com CRM

September 06, 2011

*N.B.: Information in the following blog entry is based on the whitepaper: A Tale of Two Cities: JD Edwards ERP Integration and Interoperability with Salesforce.com CRM - Interface Touchpoints between the Cloud and the Ground (October 2010) from MAGIC Software.
 
Authored by Sarah Mack, TeamCain
 
JD Edwards and Salesforce.com were both designed to allow for integration and interoperability. However, most organizations must resort to technical programming efforts as a result of completely contrary table structures and lack of any direct integration. This can be a frustrating job but luckily, there is a solution that orchestrates Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) integration with no manual programming. The iBolt solution from MAGIC Software has pre-designed building blocks that allow you to integrate composite processes, web interfaces, content management workflow, security procedures, specialized requirements and more.  iBOLT enables organizations to synchronize data within various applications and provides enhanced workflows, automation of manual processes, and a real-time view of business activity. 
 
The most common approach to JDE interoperability with CRM involves transaction tables processing, also known as Z-processes. The iBOLT processes validate and clean the data, taking care of any ambiguities before the Z-process is run. This reduces or eliminates exceptions file records that are a product of the transaction tables processing. The beauty of iBOLT is that it can automate integration for any version of JD Edwards, so even if you are using 9.0 or Xe, you can still integrate your JD Edwards and your Salesforce.com.
 
Any JDE user knows that the four pillars of ERP are financial management, human capital management, manufacturing management, and distribution management. Each of these pillars present a unique data set and set of business functions. When viewed together with related CRM business functions, you get a full view of the enterprise business process.
 
With financial management, the most popular integration need is accounts receivable with CRM. The reason for this is that AR integration can provide the sales team an accurate view of receivables. iBOLT facilitates a variety of automated processes including opportunity-to-order conversion. Some organizations running EnterpriseOne use a third party CRM solution rather than the CRM capabilities of JD Edwards EnterpriseOne. In order to address this, iBOLT will work with the Master Business Functions or the Universal Batch Engine (UBE) Z file process.
 
JD Edwards payroll features aren’t the best at dealing with sales commissions. This is important for human capital management and being able to pull this data from the CRM system means you can easily apply your business rules for commission calculations. iBOLT brings in sales commission on a batch basis to the timecard management table. It can also allow the R05116Z11 UBE to integrate access and manipulate the table.  
 
With manufacturing management, automated integration and synchronization of master item data is essential to an organization’s competitive advantage as it provides the quickness needed to run smooth business processes and having a mismatch in data will lead to business process errors and exceptions. It’s recommended to only pull a limited set of information from JD Edwards to Salesforce.com – overloading the CRM system with all the detail available in a JDE system could become a problem. This is something to consider when using iBOLT for your integration project.
 
Visibility into your warehouse operations is becoming more important these days and integrating sales orders and inventory into Salesforce.com should be a priority when thinking about distribution management. By using an iBOLT process that makes inventory data visible to a salesperson using a CRM system, you gain a unique competitive advantage – there is no need to contact an administrator or manager, the salesperson can look up on the CRM system inventory information that is important to a sale. Setting up sales order entry integration reduces the need for the time to manually enter sales order data into Salesforce.com.
 
You can even use iBOLT to automate lead conversion in Salesforce.com as it will check for similar accounts or contacts in JD Edwards and apply business rules for validation, disambiguation and reduplication of data. Having an automated solution like iBOLT will help you overcome the traditional inefficiencies and costs associated with a non-integrated approach or manual integration and you’ll see improved business processes.

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