Budget Processing EnterpriseOne - guidance

[Sheen_Martin]

Has anyone had success implementing a tool or add-on to support the budget process in JD Edwards OneWorld? Third Party software suggestions are fine, if you have them.

Almost everyone I asked so far does the process outside of JDE, then uploads spreadsheet(s) into JDE.

Performance improvement suggestions also welcome.

I appreciate any responses, my research is not getting me anywhere new.

regards

 

[morglum666]

Hi Sheen,

My current employer and my last employer both exported JDE G/L budget data to a third party product, worked the budget within it and then brought it back.

Budgeting has described the JDE budget module as somewhat inflexible.

At my current employer, on a daily basis we send the daily spend information out as well as a complete charter of accounts so that the third party solution can recognize new business units, etc.

Hopefully this is of some assistance.

Malcolm

 

[Justin MacLean]

Have you looked at the Budgeting tool available from InsightSoftware.com? Insight is well known for JDE specific reporting, but we also have a tool built for JDE that can help you manage the workflow of budgeting and greatly reduce manual effort and spreadsheet proliferation.

There's actually a web session coming up on Thursday where you can hear from one of our customers about this product, and how it helped them : A Candid Interview with Flint Energy

 

[JdeInNJ]

If you budget annually and can use budget pattern codes to spread the annual budget to the months, you can use indexed allocations to create a model. For example you can multiple salaries & wages by a factor to create a payroll taxes budget. If you need precise monthly amounts it gets very messy and imho impractical.

 

[Sheen_Martin]

Pardon the late reply all..

Thanks Malcolm, Justin and Brad. I appreciate the input. I would like to look at 3rd party solutions, as you suggested Justin, and I am trying to find the time.

We are upgrading our service pack, archiving F0911 and others, and keeping up with day to day work, so it looks like I will only have time to support the current extract, massage, import process this year.

If that changes, I will update my post.