JD Edwards Contractor Data Management Process

Issue

Due to the dynamic development in 2020, IMI Hydronic Engineering decided to implement a virtual employee. The business faced a large number of enquiries from around the World and needed to handle them swiftly. It received about 420 applications for manual processing each month; the person performing this task spent 15 minutes on each application on average.

Solution

Automation consists of setting up/modifying/deactivating/reactivating contractor data in the JD Edwards system. Required information is generated in an Excel Request Form on the ServiceNow portal.
The Robot validates the current version number, correctness and completeness of the XLSM file and uses SQL queries in the JD Edwards database.
Then it runs contractor’s data against all relevant business enquiries, fills data in all required fields, amends them and files them in preferred order.
Finally, the Robot updates the status of the request in ServiceNow and sends the customer a summary report containing a unique contractor number from the Address Book application.
In the event of error at any stage of the process, the Robot communicates the incident to the operator after three unsuccessful attempts to execute the task.

Piotr Woszczek

JD Edwards, ERP Functional Lead for Data Management

Customer's feedback

The strategy of our department (responsible for master data management in the ERP system) is focused on automating processes by transferring repetitive tasks to the Robot, so that team members can focus on tasks related to controlling and supervising data integrity. As part of the test of the solution offered by the XELTO DIGITAL team, we chose one of our processes – the customer data management process in the JD Edwards system. The implementation was carried out as planned, and its effect is best illustrated by the fact that so far four more processes have been automated and further implementations are planned. The benefits are visible from the first day after commissioning and in addition to saving time, we have also improved the quality of processed applications and the ability to immediately respond to reports from countries in other time zones. The cooperation with the XELTO DIGITAL team was exemplary, and the flexible approach and extensive experience of experts who are determined to obtain the best result by optimizing the implemented solutions deserve a distinction.