One Platform for Any Process
No-Code Data Management
MDM - Master Data
Management
Create, modify, and maintain data in JDE using our robust and
configurable low-code/no-code Designer Tools solution.
             
        
Click a process below to see a detailed workflow example
Vendor Onboarding
Effortless Vendor Onboarding in JDE with the Vendor Onboarding process. New vendors are invited to enter their information through the portal, while internal users input additional required details. The workflow follows an approval process, and once completed, Address Book, Who’s Who, Supplier Master, and Bank Transit Master records are automatically created in JD Edwards.
New Item Create
The New Item Create process allows you to easily create new items in JDE. Capture essential details like master info, location or branch info, and unit of measure data. The workflow routes requests through various departments for approvals and required information. Once approved, the item records are automatically entered into JD Edwards, streamlining the entire process.
Custom On-boarding
Streamline customer setup with the Customer Onboarding process. New customers are invited to enter their information through the portal, while internal users add details like payment terms. The workflow follows an approval process, and once complete, Address Book and Customer Master records are automatically created in JD Edwards.
PO Edit
Allow vendors & supplier to revise acknowledged purchase orders with the PO Edit workflow. Vendors can update quantities, dates, prices, and more, with all changes automatically triggering an approval process to ensure accuracy and compliance.
W-9
Vendors & Suppliers can easily submit their W9 forms through the W9 Workflow. Scan or upload completed forms for review and seamless attachment in JD Edwards, streamlining the documentation process for compliance and record-keeping.
Compliance
The Compliance Workflow invites vendors to upload required compliance documents directly through the portal. Custom approval flows ensure the right departments review each file type. Once approved, documents are seamlessly uploaded into JD Edwards, with attachments stored via the AIS API for easy access and compliance tracking.
Invoice Automation
Leverage OCR technology with the “Invoice Automation Workflow” to streamline invoice scanning and automatic voucher creation. Invoices can be scanned from multiple sources—network folders, smartphones, or manual uploads. The AP team can easily review, correct, and route invoices for approval, ensuring efficiency and accuracy at every step.
