JD Edwards EnterpriseOne implementation partner scorecard

• Functional consultantOrganization setupHow would you design our companies, business units and chart of accounts in EnterpriseOne, and in what order do you set them up?
• Functional consultantAAIsA sale posts cost of goods sold to the wrong account. Where do you look, and how are the distribution AAIs resolved?
• Functional consultantOrder activity rulesDesign the order activity rules for our standard sales orders and a direct-ship line. What do the status codes control?
• Functional consultantBatches and closeWalk me through how sales and AP transactions reach the general ledger, and what you check before period close.
• Functional consultantNext numbersHow do next numbers work, and what would you do if we need a new document numbering range after go-live?
• Functional consultantManufacturingHow does a work order get its parts list and routing, and how are material and completions reported on the shop floor?
• Functional consultantPersonalizationWhich requirements would you meet with UDOs and Orchestrator instead of custom code, and how are they governed?
• Functional consultantData migrationWhat data would you convert, how would you load it, and how many rehearsals would you plan?
• Functional consultantBatch versionsHow would you set up the versions of UBEs like Sales Update or the GL post for different companies or users?
• Technical consultantOrchestratorDesign an orchestration that takes an order from an external system and creates a sales order. Which components do you build?
• Technical consultantConnectors and scriptingWhen would you use a REST connector, a database connector, Groovy or a logic extension in an orchestration?
• Technical consultantAIS and securityHow do you secure orchestrations and AIS access for an integration user?
• Technical consultantBusiness functionsWhen do you write a C business function and when a named event rule, and how do you debug each?
• Technical consultantOMWHow do objects move from development to production in your projects, and what does OMW enforce?
• Technical consultantPackagesExplain full and update packages. When does a change need a full package, and what happens at deployment?
• Technical consultantESUs and ASUsHow do you find, apply and test ESUs, and how do they interact with our custom objects?
• Technical consultantTools releasesWe are several Tools releases behind. How do you plan a Tools release upgrade, and how is that different from applying ESUs?
• Technical consultantRetrofitWe have hundreds of modified objects on 9.1. How do you estimate and run the retrofit to 9.2?
• Technical consultantSecurity WorkbenchHow would you design user security in EnterpriseOne, and when would you use row security?
• Technical consultantCNC and Server ManagerFor our on-prem system, what do you monitor in Server Manager, and what do you check first when UBEs stop processing?
• Project leadPlanShow me a JD Edwards project plan you ran. Where are the conference room pilots, test cycles and cutover rehearsals?
• Project leadTeamWho exactly will be on our project, including the CNC administrator, what percentage of their time, and what happens if one of them leaves?
• Project leadScope controlHow do you control custom objects and scope changes on a JDE project?
• Project leadCutoverDescribe your JDE go-live weekend. What is converted when, and what is the rollback decision point?
• Project leadStaying currentHow will you keep us code current after go-live, and how often should we take updates?
• Project leadCommercialsWalk me through your estimate. What assumptions would cause a change order?
• Project leadReferencesCan we speak to a JDE customer whose project had problems, and what did you change afterwards?

Red flags in JDE partner evaluations

• Senior people in the sales meeting, unnamed juniors on the proposal

  The team you interview should be the team you get. Ask for a key-person clause.

• No JDE-specific answers on AAIs, order activity rules, OMW or Orchestrator

  Generalist ERP consultants learn the product on your budget.

• Plans direct SQL inserts or updates to load or fix data in tables such as F4211 or F0911

  Bypasses business functions, next numbers and edits. Use Z tables, orchestrations or supported programs.

• No named CNC administrator or package build plan

  Every object change reaches users through OMW and packages. Someone must own that.

• Retrofit estimate given without an object inventory

  Effort depends on the modified objects the Spec Merge and analysis reports identify.

• ESUs or Tools releases applied straight to production

  ESUs can touch your modified objects. Apply and test in a lower path code first.

• Modifies delivered objects or XJDE and ZJDE versions when a copy, UDO or orchestration would do

  Every modified standard object adds retrofit work at each update.

• References only from JD Edwards World or other Oracle products, or more than a few years old

  EnterpriseOne Tools releases and Orchestrator change often. Recent EnterpriseOne references matter.

• Low fixed fee with broad exclusions

  Exclusions such as data, reports, interfaces and retrofit usually return as change orders.

• No cutover rehearsal in the plan

  The first full data load should never be the go-live.

• Certifications claimed for the firm but not the named people

  Ask for each consultant's certification name and date and verify it.

• Unverifiable claims of exclusive status or guaranteed timelines

  Ask for written evidence. Real partners describe risks, not guarantees.