Our JDE digital workforce platform

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JDE Digital Workforce

An AI-powered multi-agent system that understands your JD Edwards EnterpriseOne environment end-to-end — querying data, running reports, managing servers, and delivering audits autonomously.

Explore the Platform ↓

3

MCP Servers

24

Expert Agents

80+

MCP Tools

22

Audit Sections

Built on Anthropic Claude · Model Context Protocol

Enterprise AI Foundation

Infrastructure

Three MCP Servers. Total JDE Coverage.

The Digital Workforce connects to JD Edwards through three purpose-built Model Context Protocol servers, giving AI agents native access to every layer of the ERP.

◆

JDE AIS Server

Full access to Application Interface Services — query any table, execute business functions, run reports with custom data selections, and interact with JDE forms programmatically via AppStack.

50+ ToolsData QueriesBSFNsAppStackReportsFile AttachmentsProcessing Options

◈

JDE Orchestrations Server

Discover, inspect, and execute orchestration workflows. Retrieve report outputs as PDFs, run end-to-end business processes, and chain multi-step automations across modules.

7 ToolsDiscoverExecuteFile I/OPDF RetrievalOpenAPI Catalog

◉

JDE Server Manager

Real-time infrastructure monitoring and control. Check instance health, user counts, memory, kernel processes — and start or stop servers with confirmation safeguards.

30 ToolsHealth ChecksUser ActivityMemoryStart/StopLogsCache Ops

AI Capabilities

Agentic Intelligence for JDE

Beyond simple queries — the Digital Workforce reasons, plans, and executes multi-step workflows autonomously.

Agentic Reverse Engineering

Point the system at any JDE environment and it autonomously maps your configuration: tables, security rules, processing options, UBE schedules, customisations, and data volumes.

• Discover custom objects and modifications
• Map security role structures and user provisioning
• Analyse processing option configurations across versions
• Identify unused or redundant customisations
• Generate comprehensive audit documentation

Agentic Creation from Design

Provide a design document or requirements specification and the agents translate it into executable JDE artefacts — orchestrations, data selections, processing option configurations, and validation logic.

• Parse functional design documents
• Generate orchestration workflows
• Configure report data selections and PO values
• Create AppStack interaction sequences
• Produce unit-test validation queries

Autonomous Audit Execution

A state-machine orchestrator drives 22-section audits from initialisation to final document assembly — executing live MCP queries and producing a branded Word report.

• 22-section audit framework with persistent state
• Every query logged to audit trail (SUCCESS/ERROR)
• Validation gate blocks until all sections pass
• Document assembler — never summarises — all content

Conversational ERP Access

Ask questions in plain English. The agents resolve aliases and return meaningful answers — no JDE jargon required.

• Natural language to AIS query translation
• Conversational UBE execution with overrides
• Interactive AppStack form navigation
• Real-time server health in plain language

Agent Network

24 Expert Agents. Every JDE Module.

Each agent carries deep domain knowledge of its module — tables, business processes, audit patterns, common issues, and best-practice configurations.

Financial

• General Ledger
• Accounts Payable
• Accounts Receivable
• Fixed Assets

Distribution

• Sales Orders
• Procurement
• Inventory Management
• Warehouse Management
• Transportation

Manufacturing

• Work Orders & BOMs
• Quality Management
• Capital Asset Management

Human Capital

• Payroll & Time Entry
• HCM & Benefits

Services & Projects

• Service Management
• Project / Job Cost
• Real Estate & Leasing
• Environmental H&S

Technical

• CNC Administration
• Development & Customisation
• Address Book
• System Constants

Spotlight

CNC Expert + Server Manager

Real-time infrastructure intelligence — monitor every instance, every user, every byte of memory, without ever opening Server Manager Console.

• ⇅

  Instance Lifecycle Control

  List, start, and stop servers — with mandatory user confirmation for destructive actions.

• ☷

  Live User Monitoring

  See who’s logged in right now, sessions, and login status across every running instance.

• ⚙

  Memory & Performance

  Heap analysis, GC triggers, call-object/BSFN performance stats, and instance uptime.

• ⚖

  Security & User Provisioning

  Audit users, role assignments, row/column security, sign-on policies, and access.

• ⌨

  Enterprise Server Insight

  Kernel process monitoring, server group topology, batch queue status, and config.

Server Manager MCP
by the Numbers

30

MCP Tools

5

Instance Types

6

Core Workflows

0

Manual Logins

"How many users are online?"
Instantly answered via sm_instance_metrics — no console, no clicks, no waiting.

How It Works

From Question to Answer in Seconds

Whether it's a quick data lookup or a full module audit, the same agentic pipeline applies.

1

Understand

Request parsed, context resolved, expert agent selected.

2

Plan

Chooses MCP tools, tables, queries — resolves aliases.

3

Execute

MCP calls made; results validated; queries logged.

4

Deliver

Plain language answers or assembled branded outputs.

Audit Engine

22-Section Audit Pipeline

A state-machine orchestrator that drives comprehensive module audits from initialisation to branded document delivery.

Step 1

Initialise

Create state file, identify expert agent, configure environment

Step 2

Execute

Worker agents run each section, writing to individual files

Step 3

Query & Log

All MCP queries through Query Executor with full audit trail

Step 4

Validate

Validation gate blocks until all 22 sections pass checks

Step 5

Assemble

Assembler concatenates — never summarises — all content

Step 6

Deliver

Fusion5-branded Word document with full findings

Impact

Why It Matters

The Digital Workforce transforms how consultants and administrators interact with JD Edwards.

⏱

90%

Reduction in audit preparation time

🔎

24/7

Always-on environment monitoring

✅

100%

Query audit trail coverage

⚡

0

Manual console logins required

Ready to Meet Your
Digital Workforce?

See how Fusion5's AI agents can transform your JDE operations — from daily queries to full module audits.

Introducing the JDE Digital workforce

 Phew, after many late nights and early mornings, we have our JD Edwards digital platform at version 1.0.

We developed complete MCP servers for JD Edwards orchestration and AIS and then needed to wrap them up with some more prescriptive functionality, so our container based AI powered digital workforce is here.

You can drill down to any JD Edwards expert from the front page, or just start talking...  Each expert has been trained on everything that the internet has to offer and the solution also has a RAG based knowledge system which you can add your custom documentation too - or just rely on the standard JDE doco that we have vectorised for you.

You can see that once you choose and expert there are some intuitive (and configurable) operations that are available immediately.  In my example I chose the AP expert - it's book smart and connected to my JD Edwards!

Critical Setup Tables and Configuration for Accounts Payable Module

Based on my analysis of the live JDE system, here are the essential setup requirements for the AP module:

1. CRITICAL AAI (Automatic Accounting Instructions) - F0012

PC - Trade Accounts Payable (MANDATORY)

• Purpose: Controls the liability account for all vouchers
• Standard Account: 4110 (Trade Accounts Payable)
• Critical Configuration: Must be set for each company
• Failure Impact: Voucher posting will fail without PC AAI

From the system data, I can see PC AAI is configured across multiple companies (00001, 00028, 00050, etc.) primarily using account 4110.

Other Critical AP AAIs:

AAI	Description	Purpose	Account Type
PCM	AP Clearing	Matching/clearing account	Asset
RT	Cash Account	Payment posting	Asset
4310	GRNI (Received Not Invoiced)	Purchase receipt liability	Liability

2. AP Constants Table - F04001 (If Available)

⚠️ CRITICAL SETUP FIELDS:

Field	Description	Setup Requirement
DCAN8	Company Address Number	Valid address book number
DCPST	Default Pay Status	Match approval workflow (blank/A/#)
DCDPF	Duplicate Checking	MUST BE 'Y' (Error or Warning)
DCEDI	Allow EDI Override	Security control
DCGLBA	Default Bank Account	Valid GL bank account
DCEDIT	Edit Supplier	MUST BE 'Y'
DCPTC	Default Payment Terms	Standard terms code
DCTXA	Default Tax Area	Correct tax jurisdiction
DC1099	1099 Processing	'Y' for US companies

3. Supplier Master Configuration - F0401

MANDATORY FIELDS FOR EACH VENDOR:

Category	Fields	Critical Settings
Payment Control	HDPY, HOLD	Payment holds ('Y'/'N')
Payment Method	PYIN	Check/EFT/Wire/ACH
Tax Reporting	TRAP, A61099	Tax ID + 1099 code
Default Terms	PTC	Payment terms code
Banking	GLBA	Bank account for payments

4. Payment Terms Master - F04575

REQUIRED TERMS SETUP:

Field	Description	Business Rule
PTPTC	Terms Code	Unique identifier
PTDSC	Discount %	Early payment discount
PTDDD	Discount Days	Days to earn discount
PTNDD	Net Due Days	Payment due days
PTDP	Date Pattern	Due date calculation method

5. UDC Codes (F0005) - CRITICAL CONFIGURATIONS

UDC 00/DT - Document Type

PV - Standard Voucher
PM - Manual Payment  
PW - Automatic Payment
PD - Debit Memo
PP - Prepayment

UDC 00/PS - Pay Status

(blank) - Pending Entry
# - Pending Manager Approval
% - Pending Reapproval  
A - Approved (ready to pay)
H - Hold
P - Paid
D - Draft
V - Void

UDC 00/PY - Payment Instrument

C - Check
D - Draft
E - EFT
W - Wire Transfer
A - ACH

UDC 00/1099 - 1099 Reporting Types

M - 1099-MISC
N - 1099-NEC
I - 1099-INT
D - 1099-DIV

6. Processing Options - CRITICAL SETTINGS

P0411 - Standard Voucher Entry

• Duplicate Invoice Checking: Error or Warning (not Bypass)
• Supplier Validation: Error level
• Auto Next Number: Enabled
• Default Pay Status: Match workflow

P04575 - Create Payment Groups

• Pay Status Selection: 'A' (Approved)
• Bank Account: Valid account
• Payment Format: Match bank requirements

7. MANDATORY TABLE RELATIONSHIPS

F0401 (Supplier Master) → F0101 (Address Book)
F0411 (AP Ledger) → F0401 (Supplier Master)  
F0411 (AP Ledger) → F04575 (Payment Terms)
F0012 (AAIs) → Chart of Accounts

8. VALIDATION CHECKLIST

✅ MUST VERIFY:

1. PC AAI exists for every company - Voucher posting fails without it
2. Supplier Master completeness - Payment method, terms, tax setup
3. Payment Terms accuracy - Discount rates and days
4. UDC code completeness - All status codes defined
5. Processing Options alignment - Match business rules
6. 1099 compliance - Tax IDs for reportable vendors

🚨 FAILURE POINTS:

• Missing PC AAI = Voucher posting failure
• Missing payment method = Payment processing failure
• Missing 1099 setup = Tax compliance failure
• Incorrect terms = Cash flow impact

This configuration framework ensures proper AP module operation, financial accuracy, and regulatory compliance.

So a simple prompt get's a comprehensive result!

You can discover and call orchestrations, call BSFN's run reports AND interpret the PDF results with AI!  And more and more and more.

You can see how simple questions get comprehensive answers...

The functionality is incredible and drives productivity.

The enxt view we have is the custom agent builder:

This allows our customers to create individual, purposeful and proactive agents to process JD Edwards transactions autonomously.  We have provided the tools for you to create your agentic workforce.  Choose the module, discover the data and orchstrations and then define the business rules!

You can then export your agent definitions to claude or copilot and get them working for you.

My favourite feature is creating the agents from a functional specification:

You can see I am able to drag a functional specification into this portal and it will reverse engineer all of the JDE tables, reports and orchestrations needed to support the agent definition!  Pretty cool.

Let me know what you think, we are carefully choosing the first round of customers and the demand is  high!  People can see the potential.  This has been amazing for AI literacy too, enabling people to chat with JDE and build out complex automations over time.

 

How We Built an AI-Powered Digital Workforce for JD Edwards

Transform your JDE operations with AI agents that audit, analyse, and automate

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The Challenge: Buried in Data, Starved for Insights

If you manage JD Edwards EnterpriseOne, you know the paradox: your ERP contains millions of transactions and decades of business logic, yet extracting meaningful insights feels like archaeology. Running integrity reports, auditing module configurations, researching Oracle documentation, and generating compliance reports consumes countless hours of expert consultant time.

What if your JDE system could audit itself? What if an AI agent could run integrity reports, interpret the results, identify issues, recommend fixes, and generate professional audit reports - all in minutes instead of days?

That's exactly what we've built at Fusion5.

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Introducing the JDE Digital Workforce

The JDE Digital Workforce is an AI-native platform that deploys specialized agents to work alongside your finance and operations teams. These agents understand JD Edwards at a deep technical level - they know your table structures, integrity reports, business functions, orchestrations, and can execute complex multi-step audits autonomously.

What Can It Do?

Our Digital Workforce agents can:

• Audit any JDE module - AP, AR, GL, Sales, Inventory, Manufacturing, Procurement
• Execute and interpret integrity reports - Run R04701, R41543, R09701, retrieve PDFs, analyse results
• Identify data quality issues - Orphan records, negative inventory, duplicate vendors, unposted entries
• Research Oracle enhancements - Find relevant features from recent releases that address your issues
• Generate professional deliverables - Branded audit reports with charts, findings, and remediation steps
• Discover orchestrations - Search your orchestration library for automation opportunities

All of this happens conversationally. You simply ask: "Run a comprehensive Accounts Payable audit" and the Digital Workforce handles the rest.

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The Building Blocks: How It Works

1. Model Context Protocol (MCP)

The foundation of our solution is Anthropic's Model Context Protocol (MCP) - an open standard that allows AI models to securely connect to enterprise systems.

Think of MCP as a universal adapter. Instead of building custom integrations for each AI model and each data source, MCP provides a standardized way for:

• AI models (Claude, GPT, etc.) to discover available tools and data
• Servers (your JDE environment) to expose capabilities through a standard interface
• Clients (our agents) to invoke operations without knowing implementation details

2. JDE AIS MCP Server

Our JDE AIS MCP Server wraps the JD Edwards AIS (Application Interface Services) REST API and exposes it to AI agents via MCP. It provides 43+ tools:

Tool Category	Examples	Purpose
Data Service	ais_data_service_v2	Query any JDE table (F0411, F03B11, F4111)
Form Service	ais_form_service_execute	Execute JDE applications (P0411, P4210)
Report Execute	ais_report_execute, ais_report_status	Run UBEs and check status
BSFN Execute	ais_bsfn_discover, ais_bsfn_execute	Call business functions
Knowledge	ais_table_knowledge, ais_column_knowledge	Explain JDE tables and fields

🔴 Current Status: AIS Server is currently offline (f5play.fusion5.cloud unreachable)

3. JDE Orchestrations MCP Server

The Orchestrations MCP Server provides access to JDE Orchestrator capabilities:

• Search orchestrations - Find orchestrations by keyword
• Execute orchestrations - Run orchestration workflows
• Get UBE output - Retrieve PDF output from batch jobs (via orch_getUBEOutput)
• Discover integrations - Explore available orchestrations in your environment

This enables agents to not only analyse data but also discover and recommend automation opportunities.

4. Expert Agents

We've created 11 module-specific expert agents, each with deep knowledge of a JDE functional area:

• GL Expert - General Ledger audits
• AP Expert - Accounts Payable analysis
• AR Expert - Accounts Receivable reviews
• Inventory Expert - Inventory integrity checks
• Sales Expert - Sales order analysis
• Procurement Expert - Purchase order audits
• Manufacturing Expert - Work order reviews
• Fixed Assets Expert - Asset tracking audits
• Payroll Expert - Payroll validation
• Address Book Expert - Master data quality
• Real Estate Expert - Property management audits

Each expert agent knows:

• Primary tables to query (e.g., F0411 for AP, F4211 for Sales)
• Integrity reports to execute (e.g., R04701 for AP, R41543 for Inventory)
• Status codes and their meanings
• Common data quality issues to check for
• AAI (Automatic Accounting Instructions) to validate
• Best practices for the module

5. The Audit Controller

The Audit Controller is the orchestrator that ensures consistency across all audits. It defines 22 mandatory sections that every audit must include:

1. Preface - About JDE, about AI, about the audit
2. Technical Landscape - Environment configuration
3. Environment Fundamentals - F0010, F0006, F0092 queries
4. Integrity UBE Execution - Run and interpret reports
5. Executive Summary - Key findings at a glance
6. Module-Specific Analysis - Deep dive into the module
7. User & Data Currency Analysis - Who's using the system, how fresh is the data
8. Status/Code Analysis - Breakdown by status codes
9. Aging/Period Analysis - Historical trends
10. Entity Analysis - Company, business unit, supplier/customer breakdown
11. Data Quality Checks - Duplicates, orphans, anomalies
12. Audit Findings Summary - Categorized by severity
13. Recommendations - Prioritized action items
14. Orchestration Discovery - Available automation
15. Data Visualisation - Charts using Fusion5 brand colors
16. Findings with Remediation - How to fix each issue
17. Release Enhancement Opportunities - Oracle features that can help
18. Fusion5 Services - How we can assist
19. Document Generation - Final deliverable creation

This ensures that whether you're auditing Accounts Payable or Inventory, you get a consistent, comprehensive report.

6. The Audit Completion Agent

Before any audit is finalized, the Audit Completion Agent validates that all 22 mandatory sections are present and complete. If anything is missing, it identifies the gaps and triggers completion.

This acts as a quality gate - no audit leaves our platform incomplete.

7. Skills for Specialized Operations

We've created reusable skills that agents can invoke for specific tasks:

Skill	Purpose
jde-ais	Direct AIS operations reference
jde-orchestrations	Orchestration execution patterns
jde-batch-job-interpretation	Run reports, retrieve PDFs, interpret results
jde-enhancements	Research release enhancements
fusion5-document	Generate branded Word documents

Skills provide structured knowledge that agents can reference when performing complex operations.

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Real-World Example: Inventory Audit in Minutes

Here's what happens when you ask the Digital Workforce to audit Inventory:

Step 1: Environment Connection

The agent calls ais_get_config to understand your environment:

• JDE version (e.g., E9.2.9.4)
• Environment name (JPLAY920)
• Server details (F5PLAY2)

Step 2: Data Analysis

It queries key inventory tables:

• F4101 - Item Master (2,578 items found)
• F41021 - Item Location (5,528 location records)
• F4102 - Item Branch Plant (3,633 branch records)
• F4111 - Item Ledger (15,346 transactions)

Step 3: Pattern Recognition

The agent identifies critical issues:

• ⚠️ 90 items with negative inventory totaling -500M units
• ⚠️ Soft committed quantity of -499M (stale commitments)

Step 4: Integrity Report Execution

It executes the mandatory integrity reports:

• R41543 - Item Ledger Integrity (Job 1620 - Complete)
• R41540 - Item Location Integrity (Job 1621 - Complete)
• R41550 - Item Ledger to Location (Job 1622 - Complete)
• R41500 - Item Balance to GL (Job 1623 - Complete)

Step 5: PDF Retrieval and Interpretation

For each report, it:

1. Retrieves the PDF via orchestration
2. Decodes and extracts the text
3. Interprets the results
4. Explains business impact

Step 6: Comprehensive Report Generation

Finally, it generates a professional audit report with:

• Executive summary with risk ratings
• Detailed findings with remediation steps
• Data visualizations
• Oracle enhancement recommendations
• Next steps

Total time: 3-5 minutes (vs. 4-8 hours manually)

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Why This Matters: The Business Impact

For Finance Teams

• Reduce audit preparation time from weeks to hours
• Improve data quality with continuous monitoring
• Accelerate period close by catching issues early
• Strengthen internal controls with documented evidence

For IT Teams

• Proactive issue detection before users report problems
• Faster root cause analysis with AI-powered investigation
• Better utilization of JDE investment by understanding what you have
• Knowledge preservation as expertise is codified in agents

For Leadership

• Data-driven decisions backed by real-time insights
• Risk mitigation through continuous compliance monitoring
• Cost reduction by automating routine analysis
• Competitive advantage through AI augmentation

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The Technical Advantage: Why MCP Changes Everything

Traditional ERP integration approaches have major limitations:

Traditional Approach	MCP-Powered Approach
Custom APIs per model	One standard protocol
Hard-coded integrations	Dynamic tool discovery
Manual prompt engineering	Agents learn from schemas
Static workflows	Autonomous decision-making
Brittle when systems change	Self-adapting to capabilities

MCP transforms AI from a chatbot to a colleague. The AI doesn't just answer questions - it actively works with your systems, discovers available tools, and accomplishes complex multi-step tasks.

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What's Next: Expanding the Digital Workforce

We're actively expanding capabilities:

Near-Term Roadmap

• Continuous monitoring agents - Scheduled audits that alert on anomalies
• Remediation agents - Agents that not only identify issues but fix them
• Enhanced visualizations - Interactive dashboards from audit data
• Multi-environment comparison - DEV vs. TEST vs. PROD analysis
• User training agents - AI tutors for JDE users

Research Areas

• Predictive analytics - Using historical patterns to forecast issues
• Natural language queries - "Show me vendors we haven't paid in 90 days"
• Automated testing - Agents that validate JDE changes before promotion
• Integration discovery - Mapping data flows across your JDE ecosystem

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Getting Started

The JDE Digital Workforce is available now for Fusion5 customers. We can:

1. Deploy to your environment - Connect to your JDE AIS endpoint
2. Customize expert agents - Tailor to your specific business rules
3. Train your teams - Show your staff how to work with AI agents
4. Deliver ongoing value - Continuous improvement as agents learn

Pricing Models

• Project-based - One-time audit deliverables
• Subscription - Ongoing access to the Digital Workforce platform
• Hybrid - Core platform + custom agent development

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The Future is AI-Native

Five years from now, every JDE customer will have a Digital Workforce. The question is: will you be leading the transformation, or catching up?

Approach	Description
Traditional consulting	Send a team for 3 weeks, deliver a report, leave.
Digital Workforce	Deploy agents that work 24/7, learn your environment, and provide continuous insights.

The technology is here. The agents are ready. The only question is: what will you have them do first?

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Contact Information

Contact: Shannon Moir | shannon.moir@fusion5.com.au

Try it: Request a demo audit of your JDE environment

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Published by Fusion5

Trusted JD Edwards partner across Australia and New Zealand

www.fusion5.com.au | jde@fusion5.com.au