Load Local JD Edwards

The Load Local JDE profile type is used to download account balance information from JD Edwards to local databases, allowing for optimized calculation speeds.

Create and Maintain a Load Local JD Edwards Job

1. Use the following table to enter data in the Load Local JDE > Job - Load Local tab:

Field	Description
Job Name	Specify the name of the job.
Comments	If desired, specify comments related to the job.
Database Location:
Database Type	Click the drop-down list, and, select whether to load the data to a SQL Server or MS Accessdatabase type.
SQL Connection	If using a SQL Server database type, click the drop-down list, and, select the connection to be used for connecting to the database. The list only displays SQL Server connections which are flagged as load local connections, and to which the user is authorized.
Local database files location (Local .accdb)	If using an MS Access database type, type the path, or, click the Browse button to select the location of the local database files.
Copy loaded database to	If using an MS Access database type, if desired, type the path, or, click the Browse button to select the location to which to copy the loaded local database files.
Results Window (no label)	Displays a list of what has been downloaded to the database.


2. Use the following table to enter data in the in the Load Local JDE > Ledger Selections tab:

Field	Description
Configuration	Click the drop-down list, and, select the host configuration from which to retrieve data. The list only displays configurations to which the user is authorized. Note: If the associated host configuration uses <Sign-On>, the user is first prompted to sign into the database, if not already connected.
From Year	Click the drop-down list, and, select the first reporting year.
To Year	Click the drop-down list, and, select the last reporting year.
Specific Ledger Types	If desired, specify the ledger type(s) for which to retrieve balances. If selecting multiple types, separate with a comma (for example, AA,BA,CU).
Summarize Balances by CO, BU, OBJ, and SUB	If selected, account balances are summarized when the load is executed.
Use Weekly F0902B for Selections	If selected, account balances are retrieved from the Weekly F0902B file.
Account Mask	Specify the account mask(s) for which to retrieve balances. If not specified, balances are retrieved for all accounts. When entering an account mask, each segment of the account string must be typed and delimited by a dash ( - ) (for example, 00060-51-1110-123). Account segments may be a single value, mask (wildcard), range, value list, or segment list. To: Add an account mask: type the account mask in the field, and click the Add button. Remove an account mask: select the desired account mask, and click the Remove button. Remove all account masks: click the Clear All button. Retrieve account masks from Application Configurator for the current user: click the Profile button. Note: Regardless of the Account Masks defined for loading the local database, normal user security applies when using Spreadsheet Server.
Account Mask SQL	Displays the SQL statement to be used to retrieve the account mask(s).
Data Replacement Option	Specify, when downloading data, whether to find and replace downloaded records for only the year and type being processed, find and replace records for only the accounts defined in the Account Mask section in the Ledger Selections tab, or clear all data for the selected library.


3. The Load Local JDE > Performance Indexes tab lists the available business unit and object account category codes, and allows the user to select up to a maximum 22 of the most popular category codes used in Spreadsheet Server formulas. The system creates special indexes for the selected category codes, and uses these indexes to reduce the time required to process spreadsheet calculations.

4. Proceed to the next step: Schedule Job.