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.