If this butter click here 👇
It was Monday morning, and I received a message from our Account Manager that reeked of desperation and cold coffee:
"Mario, it's the start of the week, and the first order of business is sending reminders to clients with overdue invoices... It's a process that takes me a long time, especially when the list grows. The boring part begins: filtering the Client Ledger, generating the PDF for each one, writing the email... I need help."
Sound familiar?
That "gentle reminder" to collect invoices overdue by more than 30 days is vital for cash flow but deadly for team morale. So, instead of letting him continue to suffer through manual tasks in the digital age, we turned his complaint into our challenge of the day using JD Edwards Orchestrator.
It’s applied logic. Here is how we solved it:
The Data Hound (Data Request): First, we set up a request to the F03B11 table. We grouped by client and filtered: open amount greater than zero and, here’s the trick, due date with the formula
Today - 30 days. We only want the ones that are truly late.The Cicle Rule: We created a rule to iterate through each resulting client. If there is debt, Orchestrator gets to work.
The Report Engine: We call the R03B4201B report (A/R Details with Aging). Watch out here: disable Fire and Forget. We need the process to wait for the PDF to be generated before moving on.
The Automatic Messenger: We configured the email dispatch. Subject: "Gentle Reminder." We attach the freshly baked PDF and send it to the client's AN8.
Trench tip: For this to work seamlessly, make sure the client's email is correctly set up in the Who's Who. And an extra tip: Put also the Account Manager so they have visibility and control.
Autopilot (Scheduler): We scheduled it to run every Monday morning first thing.
The result?
✅ My Account Manager arrives on Monday with the emails already sent in his outbox.
✅ Clients receive their timely reminders.
✅ No one wastes time filtering Excel sheets or attaching PDFs.
Now, Monday doesn't start with a boring administrative task. It starts with doing what they do best: Selling more.
The technology is there, often "hidden" in plain sight within your ERP. You just need to connect the dots.
Now I ask you: What is that repetitive Monday process you’d love to automate but haven’t found the time for? Share your story in the comments, and let’s see if Orchestrator has the solution! 👇
