The Jurgensen Companies, a family-owned leader in asphalt, aggregates, and construction, leverages Circular Edge's expertise in JDE E1 and Concur solutions to drive innovation for high-quality projects.
Challenges
- This project had incredibly challenging time line as the deadline was driven by Concur Team based on Jurgensen’s business plan for using Concur system for Employee Expense Reimbursement and there was no other back up option to postpone Go Live date.
- Due to Jurgensen IT policy, the CE team could not access E1 PD data, hence if PY data was not the latest, we had to work with Jurgensen IT team with screen sharing to understand functional process and analyze business data. This was time consuming and was entirely dependent on their IT team’s availability.
- Initially there were access issues for CE developer and functional person to read Concur file from shared network due to strict IT security policy, this used to delay planned testing work.
- Concur GL mapping with E1 GL codes (Out of scope for CE) was not accurate hence faced several issues during CRP/UAT. – Invalid GL account errors.
Business Requirements
- Develop a E1 inbound interface to get Concur Employees Expenses Transactions file from shared folder and load in AP Z-voucher data (F0411Z1, F0911Z1)
- Process Z-voucher data and create AP Voucher for those transactions that are to be reimbursed to the employees in E1. For Company Credit card data, create JE in GL during posting of a $0 voucher document.
- Develop E1 outbound interface to read E1 Address Book and HR data and generate a flat file for Employees details that Concur will read and update the data on their side.
- Run these jobs daily and run the process automatically through scheduler jobs.
- Once Concur file is processed successfully, it will be stored in the processed folder. In case of errors, the file will be moved to Error folder.
Customer Benefits
- Automated process to read the Concur file from network folder and process to load the data in Z-table and then automatically call z-batch processor report to create AP vouchers and immediately post the batch to GL.
- An extensive detailed error report was developed by Diwakar to validate all the data in Concur file and highlight record with all reasons so IT team can manually fix the Concur file to be placed it again for a re-run.
- Earlier entering Employees expenses vouchers were manually processed to separate reimbursable vouchers or creating JE for credit card data. This is now fully automated under this project.
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