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Sales Design

Salinas, CA
October 08, 2019

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Srini Reddy (Srini)

ERP & CRM Applications Manager

Phone: 805-***-****

Email: /


Master’s Degree in Computer Science

ITIL (Information Technology Infrastructure Library)


ERP Applications Manager / Functional Analyst having 20+ years of IT experience leading multiple ERP systems implementation, upgrade, migration, integrations, maintenance and support

Hands on technical and functional configuration experience with Sales & Distribution (Sales Order / Inventory / Procurement / Transportation), Financials Modules (General Accounting / Accounts Receivables / Accounts Payable / Fixed Assets), Supply Chain, Rental Management (Contract Service Billing) and EDI Inbound / Outbound

Experience with enterprise systems JDE and Microsoft Dynamics 365 for Finance & Operations cloud ERP system.

Lead multiple migration projects to replace legacy systems with JD Edwards and Microsoft Dynamics 365 ERP systems.

Thorough functional and technical knowledge of ERP systems (JD Edwards / SAP / Microsoft Dynamics for finance and operations) and aligning with other internal / external systems to solve and support current business and future initiatives.

Experience with enterprise system design, configuration, customization, enhancements, systems interface / integrations, automation, systems / process migration, gap analysis, master data configuration, and data conversion

Ability to interact with all levels within an organization includes business, IT staff and senior executives. Strong understanding of development and design with the ability to transform business requirements into technological architecture and to communicate effectively with end users throughout the project

Working experience with CRM Salesforce administration, development and Integration

Proficient in all phases of SDLC, Agile methodology, troubleshooting, interfaces, custom applications development, production support, business requirements analysis & planning, problem solving, customer service, national and global support, audit controls, change management and change evaluation, release and deployment management, incident management, problem management, access management, system performance monitoring, user training, and documentation

My areas of expertise

JD Edwards EnterpriseOne and JDE World

Technical / Enhancements / Customization / Development / JDE Database Archive

JD Edwards Foundation, JDE Applications [APPL], JDE Enterprise Report Writer [RDA / ERW], JDE One View Reporting [OVR],

JD Edwards BI Publisher, Forms Design Aid [FDA], Table Conversion [TC], C and NER Business Functions [BSFN], Business Views [BSVW], Tables [TBLE], Data structures [DSTR], Processing Option Templates [PO], Version Overrides, Menu Design (Tasks and Task Views), User Defined Objects-UDOs (EOne Pages / Watchlists / Queries / List Views / Cafe One) / database archive tools - ARCTOOLS / Purge-it

Functional / System & Process Configuration


Accounts Payable, Accounts Receivables, Fixed Assets, General Ledger Accounting, Contract / Billing, Rental Management

Enterprise structure design. Chart of Accounts, Company Codes, Setup Organizations and hierarchies

Master data and process configuration for Financials (A/R, A/P, Fixed Assets, G/L) and Distribution & Logistics

Financial process controls, data integrity and security design

Distribution / Logistics

Supply chain management, Inventory Management, Sales order management, Procurement, Products pricing and discounts, accounting determination for financials postings

Products master data and Products pricing setup. Item cost valuation

JD Edwards EDI (Electronic Data Interchange) / Interface Design / Systems Integration

JD Edwards EDI inbound / outbound / interfaces / Automation / EDI Interoperability, Z files process

Concur and Hyperion financial systems integration for payments and financial reporting consolidation

Master and transactional data conversion for system migration, interfaces, and upgrades

EnterpriseOne CNC Administration / Configuration

Package Build, and Deployment, SAR, ESU updates and upgrades, Object Management Workbench (OMW), Activity Rules Setup, OMW Projects Management and OneWorld Job Scheduler design and maintenance, Batch and Interactive applications error tracking and resolutions, EnterpriseOne system performance tuning, and maintain system stability

Change Management / Sarbanes Oxley (SOX) / GCC & SOD Controls / JD Edwards Security Setup

Design and Manage Security Setup, EnterpriseOne User Roles, Business Unit Security and Applications Access

Support SOX, GCC, Internal / external audit controls and Audit Assistance

Microsoft Dynamics 365 for Finance and Operations

Enterprise system structure design (organization / legal entities / account structures / accounting setup for automatic transactions / Intercompany transactions / settlement process / credit orders

Financials and inventory dimensions, inventory valuation and cost management

Configure Journals for transactions posting

Price setup – Base price / Trade agreements and Trade Allowances (rebates process)

System configuration setup for financials, sales, procurement & sourcing, inventory management

Workflow approval process setup for POs and Credit notes

Products receipts process / purchase order agreements

Design and setup vendor invoice process

Master data setup – vendors / customers / products / accounts

Products configuration – Item groups / dimension groups

Ledger integration for inventory / procurement / sales order management / posting setup

Salesforce - CRM

Custom Application development and integrations leveraging Salesforce platform

Creating triggers, Visual force pages, App Exchange Packages and Custom Application, Sandbox data loading

Salesforce administration, Security setup, Custom objects, workflows, approval process, button, custom tabs

Creating apps, objects, custom fields, record types, escalation rules, assignment rules, validation rules, email service, data migration activities, custom page layouts

Experience with sandbox, integration, production environments, deployment with change sets

Security setup, profiles and permission set. Data mapping and data loading, integration with ERP system

Experience with standard objects like Campaigns, Leads, Accounts, Contacts, Opportunity, Forecast, Cases, Report and Dashboards, Data Loader and scheduling data backup operations

Professional Work Experience

Dole Food Company, Dallas, TX

ERP Applications Manager / Functional Architect Dec 2006 – Current

JD Edwards EnterpriseOne 9.1 / 9.0 / OneWorld Xe and JDE World

Microsoft Dynamics 365 for Finance and Operations / SAP ECC 6.0

Responsible for lead functional and technical teams. Involved with system functionality evaluation, analyse new features of the system, gap analysis, solutions design, and performing design walkthroughs with project leaders, process owners and business users

Responsible for enterprise business processes design, system configuration, master data setup, data conversion and clean up, migration, development, implementation and manage change controls

Responsible for managing all aspects of JDE platform from a development and functional perspective. Provide leadership for system implementations, version upgrades, production support, customizations, and third-party applications integration

Provide functional and technical consultation and support

Supply chain management & Procure to Pay configuration and setup (PTP): Configure process for creating purchase orders, products receipts, Inventory management configuration, receipts routing, approval routing, PO approval process, voucher matching process, EDI inbound / outbound interfaces design for creating purchase orders / receipts for third party vendors, Inventory transactions, procurement setup, branch plants, landed cost rules, item price, item cost setup, transfer orders, consignment inventory process

Order to Cash configuration and setup (OTC): Sales order management configuration, ledger integration, order types, line types, order activity rules, automatic accounting instructions setup for accounting determination, delivery documents setup, transfer orders, custom invoice process, flex accounting, product base price and advanced pricing setup, preference hierarchies, and end of day process update

Financials (Accounts Receivables / Accounts Payables / General Ledger / Fixed Assets) configuration and setup: Financial system configuration and process design. Organizational hierarchy, company codes setup, chart of accounts, AAIs, financial reports design, master data setup, date patterns, third-party systems integration with JD Edwards financial system, integrity reports validation and resolution

Interfaces / Systems Integration / Automation: Inbound / Outbound interface designs for sales, purchase orders, invoices, payments. Legacy systems interface design for receiving sales / purchase and financial transactions.

Salesforce CRM: Lead and responsible for Salesforce CRM applications design, development, configuration, security, interface design with enterprise system for generating quality claims

Production Support: Support production issues, period close and annual close activities. Resolve data integrity and reconcile issues

As an ERP Department manager overseeing all enterprise software development, design and implement enterprise best practice solutions that complement the business paradigm. Manage and coordinate with onsite-offsite development teams

Provide assigned task efforts estimates, maintain project schedule, and performs business analyst work

Supervise, direct, and mentor the technical staff to ensure high levels of customer service, coordinate assignments and workloads

Review and approve change specifications for JD Edwards enhancements and configurations

Provide technical support to ERP team to ensure technical issues are resolved in a timely and efficient manner

Responsible for Requirements analysis and design, planning development process, determining requirements priority for implementation, organizational hierarchy design and manage changes, data analysis, design business applications, determine requirements fit analysis and customizations, develop proposals, enhancements and cost estimates

Monitoring system integrity and performance issues. Analyse and resolve financial systems integrity and reconcile issues

Manage SOX and GCC controls associated with ERP business applications and database changes and system access

Involved in Microsoft Dynamics 365 ERP project blueprint design for migration project, including detailed mapping, gap-analysis, configurations and scope preparation

Configure organization global settings and enterprise structure and parameters, such as company codes, chart of accounts, fiscal year variants, accounting determination

National Cement Company of California, Inc., Los Angeles, CA

Sr. Business Systems Analyst Mar 2003 – Dec 2006

JD Edwards EnterpriseOne 8.11 SP1 / OneWorld Xe

National Cement Company, Inc. (NCC) is a private producer of cement and ready-mix products in the United States. NCC operates two cement plants (Alabama and California) with several cement shipping terminals.

Lead and SME for implementing new enterprise system JD Edwards EnterpriseOne 8.11 SP1

Involved from process definition” to go-live through into post go-live support

System and process design for Sales & Distribution (Sales Order Management, Advanced Pricing, Procurement, Inventory Management, Transportation Management), Financials (A/P, A/R, Fixed Assets, and G/L) and Time entry

JDE EnterpriseOne 8.11 SP1 ERP system was implemented with 0% customization with exception to designing custom solutions

Designed EDI inbound sales order online application for creating sales orders in batch mode

Perform feasibility studies for business requirements including alternate approaches, cost, benefits, resource requirements

Partner with cross-functional IT and business partners to lead innovation and process improvement initiatives

Designed complex Advanced pricing setup for items price, rebates, additional charges

Preparing technical and functional specifications documents for JD Edwards Logistics (Sales, Transportation, Procurement, and Inventory) and JD Edwards Financials (A/R, A/P, G/L, and Fixed Assets) business process requirements

Involved in the definition, coordination, configuration, maintenance and enhancements of complex business applications

Troubleshoot and resolve production data and integrity issues. User training and process documentation

Designed Positive Pay process for bank payments and auto process for payments reconciliation

Inventory receipt process for receiving inventory from manufacturing factory to multiple warehouse / distribution locations

Procurement process integration with third party systems (3-way / 2-way voucher matching)

JD Edwards ERW Reports design – batch reports, financials reports (tabular / smart fields), version overrides

Prepares program specifications and diagrams including process flows, data flows and logical data models

EDI Integration process design, EDI Inbound, EDI outbound (Sales Orders, PO Acknowledgement, Invoice, Advanced Shipment Notification, EDI Legacy interface). Production support, period close and annual close activities and support

Setup User / Role Security, OMW configuration, User Training, and User Documentation

System configuration for JDE Financials (A/P, A/R, G/L & Fixed Assets) and Distribution & Logistics. Setup Branch / Plants, PO Approvals routing codes, Workflows, Flex Accounting for Sales, Date Patterns, AAIs, GL Class Codes, Object Accounts, UDCs, Category Codes, Company Codes, Chart of Accounts, Organizational Hierarchy

National Cement Company of Alabama Inc., Birmingham, AL

Systems Analyst (Technical / Functional) Dec 1999 – Mar 2003

JD Edwards OneWorld Xe / OneWorld B7332

Member of upgrade project team for upgrading from JDE version B7332 to JDE OneWorld Xe (B7333)

Responsible for requirements gathering & analysis, gap analysis, writing functional / technical specifications, development, customization, enhancements, system configuration, coordinate deployments, production support, and user training

Analyse production data for supporting data integrity issues

Legacy system Interface design using standard JDE EDI inbound / outbound and Z process functionality

Functional analysis and identify root cause and potential solutions for production issues

Designed carrier freight payment process. Generate purchase orders / receipts against freight cost from sales order freight charges and match to vendor invoices

Designed Financial tabular reports / general JDE reports, writing programming specifications

Sales order process customization for calculating freight cost and freight allowances based on carrier selection and freight handling code

Alliance Midwest Tubular Products [AMTP], Alliance, OH

JD Edwards OneWorld Technical Consultant (JDE Migration Project) Jun 1998– Dec 1999

AMTP is an international producer and marketer of welded and cold drawn mechanical steel tubing, chrome plated bar products, fabricated tubular parts and precision components. My role with this client was a technical / functional resource for JD Edwards’s migration project.

JD Edwards OneWorld B7322 and B7332 with Oracle database

Technical team member for JD Edwards OneWorld upgrade project

Involved with upgrade project for upgrading from version JDE OneWorld B7322 to JD Edwards OneWorld B7332

Responsible for Customization, evaluation and re-write the modifications

Analysis, design, coding, testing, custom add-ons, enhancements and troubleshoot production issues

Designed Interface between JDE OneWorld and Legacy system for receiving work order from legacy system and converting into

Purchase orders in JDE

Designed ERP custom solutions for shipping, invoices processes in JD Edwards OneWorld version B7332

Communicate with business users on issues, resolutions, and provided user training

Con-Way Transportation Services, Oregon (COMSYS)

Technical Consultant Feb 1997 – Mar 1998

Requirements analysis, design, programming, test Oracle Applications, interfaces design, reports using PL/SQL, Forms, SQL*Loader. Support existing interfaces, design new interfaces/extensions and customizations

Wrote technical documentation, specifications for transportation business requirements

Provide business analysis and technical expertise for logistics business applications

SAP migration Project from JDE.

Involved in SAP project blueprint design for migration project from JDE World to SAP, including detailed mapping, design and documentation of SD, FI/CO modules requirements and scope preparation, gap-analysis, analyse system feasibility. Went thought extensive training with SAP system.

Configure FI, CO global settings and organizational structure and parameters, such as company codes, chart of accounts, fiscal year variants, accounting determination, and credit control area


Technical Foundation:

ABAP Workbench & Programming concepts, ABAP Debugger, Change Management, Transport Organizer, Version Management, Data Conversion (BDC / LSMW), SAP system landscape, Information System (Reporting), Scheduling Jobs, Variants Setup, Data Dictionary, Table Maintenance, Internal Tables, Function Module, Subroutines, Customer / User Exits, ABAP Query

Business Intelligence / Reporting

SAP Financial Accounting (FI)

SAP Financials – Accounts Receivables / Accounts Receivables / General Ledger

SAP Hierarchy – Organization Structure, Reporting Requirements, Business Process Environment

Enterprise structure design, Variants Configuration, Ledgers, Automatic Account Determination

Customer / Vendor / Item master data, Down payments, Incoming payments, Write-off, Debtor Management

SAP Controlling (CO)

Integration with FI

Cost Elements, Cost Center, and Profit Center Accounting and real time integration

New General Leger (Document Splitting, Segment)

SAP SD/Logistics Execution / Transportation Management / Material Management

Configuration experience in the areas of Order Management, Logistics Execution, Billing, Pricing, Output Determination, Rebate Processing, Scheduling, Partner Determination and Text Determination

Experience in pricing including condition technique, determination procedures, VOFM routines and incomplete procedures

Configure sales deals, pricing master data management, LSMW and pricing upload

Experience in the configuration of basic functions including partner determination, output determination, text determination,

Experience with account determination, material determination, free good determination, partner functions determination

Experience in SD enterprise structure design and integration with financial and material management module

Organizational Structures in Logistics Execution (Warehouse Management / Transportation Management)

Sales and Distribution and Material Management integration with Financial Accounting

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