Start Your New Year Right: Oracle JD Edwards Product Support Resources for Year-End Processes (Doc ID 1946966.1)

Last updated on NOVEMBER 18, 2024

Applies to:

JD Edwards EnterpriseOne Canadian Payroll
JD Edwards World U.S. Payroll Processing
JD Edwards EnterpriseOne Tools
JD Edwards World Canadian Payroll Processing
JD Edwards EnterpriseOne Accounts Payable
Information in this document applies to any platform.

Details

Be prepared for those year-end tasks you need to finish out the old year - and ring in the New Year right!

Take the stress out of the coming holiday season and make the start to your new 2024 year easier by being prepared, planned, and ready for any hidden "gotchas". Be sure your accounts and taxes are ready, your data purged, calendars and records set-up. These tasks will help to make your annual close a breeze and ease you into the new year. All the information provided below will enable you to get closer to a smoother end of 2023 and therefore a more successful start to 2024. Also... many of the tasks may also be applicable for your fiscal year-end, if it is different from the calendar year-end. So, start your new year right - whether that's for the calendar year or your fiscal year!

JD Edwards EnterpriseOne

DISTRIBUTION
- Budget Checking: Budget Checking in Procurement (2197137.2)
- Encumbrance and Commitments
  - Encumbrance Rollover (625473.1)
  - Encumbrance/Commitment Processing (625480.1)
- Inventory Counts:
  - Tag Count/Physical Count Overview and FAQ (625732.1)
  - Cycle Count with Advanced Warehousing (625570.1)
  - Cycle Count Overview (625732.1)
- Subcontracts: Subcontract Management (625724.1)

FINANCIALS
- 1099 and T5018 Processing:
  - My Oracle Support Community: follow the E1 Financial community to receive the latest information about 1099s and to post your questions Financial - JDE1 (MOSC)
    - --> for 2024 follow the community thread "Tax Year 2024 Get Ready Campaign for Supplier Year End Preparations" for notifications related to ESU info, updated KM docs, reported issues and more!
  - Overview 1099 Year End Setup and Process (2388282.2)
  - Frequently Asked Questions and Troubleshooting Guidelines on 1099 Year End Setup and Process (2388283.2)
- 1099 ESU
  - Overview ESU And Release Information, Minimum Technical Requirements, Known Issues, Software Changes and Resources For EnterpriseOne Financials 1099 Year End Processing (2388271.2)
  - Resolving 1099 Processing Errors Due to ESU Install - How to Obtain, Install and Verify Installation of the ESU (1596756.1)
- Financial Year-End Close: How To Close A Fiscal Year In JD Edwards EnterpriseOne (1620858.1)

FIXED ASSETS
- Depreciation Preparation: Fixed Asset Projection Purge (785658.1)
- Fixed Assets Annual Close: Fixed Asset Annual Close (1311752.1)
  - Fixed Assets Units of Production Close (1569472.1)
  - Fixed Asset Account Balance Close FAQ (629641.1)

HUMAN CAPITAL MANAGEMENT (HCM)
- Comprehensive Payroll Year-End, ESU and Checklists:
  - US and Canadian Payroll Year End ESU, Checklist, BIP Setup Instructions, Troubleshooting and FAQ (2918540.2)
  - How to Obtain, Install and Verify Installation of the ESU for Year-End Payroll for US (W2s) and Canada (T4s) (1919314.1)
- W2 and T4 Processing:
  - My Oracle Support Community: follow the E1 HCM community to receive the latest information about payroll year-end and to post your questions HCM - JDE1 (MOSC)
    - --> for 2024 follow the community thread "Tax Year 2024 Get Ready Campaign for JD Edwards Payroll Year End Preparations" for notifications related to ESU info, updated KM docs, reported issues and more!
  - Information Center: Payroll Year End Processing (1377566.2)
- History Integrities
  - US Tax & PDBA History Integrity Report Error Codes (1292962.1)
  - Tax History Report FAQ (2908443.1)
  - Canadian Tax History Integrity Report Error Codes (1588662.1)
- Payroll Year-end Rollovers (1371412.1)

CROSS-MODULE
- Review Fiscal Date Patterns: How To Change Date Patterns and End Dates In EnterpriseOne (664748.1)
- Review Shop Floor Calendar: Shop Floor Calendar Setup and Use (1129994.1)

JD Edwards World

DISTRIBUTION
- Encumbrance/Commitments: Encumbrance Rollovers (P4317) (626672.1)
- Inventory Counts
  - Inventory Tag Count Physical Count (626812.1)
  - Cycle Count Process (626660.1)

FINANCIALS
- 1099 Processing:
  - Checklist for Processing 1099 Returns (2985184.1)
  - Year-End Updates for 1099, W-2 and T4 (2985161.1)
- Financial Year-End Close: Closing a Fiscal Year and Understanding the Close Year (Annual Close) Program (P098201) (943701.1)

FIXED ASSETS
- Fixed Asset Annual Close: Understanding Asset Account Balance Close (P12825) and Units of Production Close (P12824) (626853.1)

HUMAN CAPITAL MANAGEMENT (HCM)
- Comprehensive document for Payroll Year-End: Checklist, BIP Set Up Instructions, Troubleshooting, and FAQs (2918540.2)
- W2 and T4 Processing:
  - Information Center: Payroll Year End Processing (1377566.2)
  - Year-End Updates for 1099, W-2 and T4 (2985161.1)
- Payroll Year-End Rollover: Year-end Rollovers (627205.1)

CROSS-MODULE
- JD Edwards World Release and IBM Operating System Requirements for Year-End Updates (2903354.1)
- Review Fiscal Date Patterns:
  - How to Change From a Calendar Year to a Fiscal Year Date Pattern (626963.1)
  - How to Change From a Fiscal Year to a Calendar Year Date Pattern (626967.1)
- Review Shop Floor Calendar: P00071 Shop Floor Calendar FAQ (631273.1)

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