A large industrial manufacturing group needed a unified, audit-ready platform to raise, review, and approve capital expenditure requests across multiple plants. Their earlier process relied on emails and spreadsheets, offered no visibility, and required manual consolidation before pushing approved requests to their ERP system. They partnered with us to modernize and automate this end-to-end process using Oracle APEX and seamless integration to their ERP (JDE 9.2).
Business Need
The organization required a digital solution that:
Standardized capital expenditure workflows across departments and locations.
Enabled transparent approvals with a clear audit trail.
Automated complex financial calculations such as NPV, IRR, and total project cost.
Integrated seamlessly with their ERP system to eliminate manual data entry and reconciliation.
Improved governance, data security, and cycle times for budget approvals
Requests moved through emails and attachments with no structured workflow or traceability
Approval escalations were difficult to track, creating bottlenecks.
Financial calculations were handled outside the system, leading to inconsistencies.
Data entry into JDE was manual, error-prone, and slow
Lack of standardized templates, naming conventions, or numbering logic across plants.
No centralized view of all approval requests, documents, or audit history.
We designed and delivered a comprehensive Capital Budget Approval System on Oracle APEX, fully aligned with their financial year and operational workflows.
Serial Numbering (WBR): Automated A–E pattern generation with unique combinations of department, location, financial year, and sequence.
Role-based Approval Hierarchy: HOD → Executive Director → Head of Finance, driven by location and department mapping.
Comprehensive Master Data: Locations, departments, project types, approval roles, and access rules.
Logical Application Modules: WBR Info, Capex Details, Technical Feasibility, Attachments, Approval Status, and Activity Log.
Automated Financial Calculations: NPV, IRR, taxes & duties, freight, P&F, and computed totals.
Integrated Evidence Repository: Upload financial sheets, quotes, approvals, and supporting documents.
Transport Options: REST API integration with JDE Orchestrator or secure SFTP loaders for data ingestion.
Field-level Validations: Mandatory fields, duplicate checks, date logic, region-specific rules.
Julian Date Handling: Automated conversion for JDE compatibility.
Retry & Idempotency Controls: To prevent duplicate processing.
Faramond followed a structured delivery model aligned to Oracle best practices:
Discovery & Blueprinting: Numbering model, FY logic, approval hierarchy, master data, UI/UX design.
Build:
⦁ Workflow rules and contextual approvals based on location and department.
⦁ Financial validation logic with audit-ready calculation templates.
⦁ Secured attachments and encrypted parameter handling.
⦁ User roles, SSO integration, and controlled access to sensitive data.
Integration:
⦁ REST / JDE Orchestrator integration for live staging updates.
⦁ SFTP loader as a fallback mechanism with reconciliation.
UAT & Cutover:
⦁ Large-volume data seeding.
⦁ User training, go-live support, and handover.
Hardening:
⦁ Performance tuning, session controls, security hardening, and audit enablement.
Cycle Time Reduction: Approvals moved predictably from HOD → ED → Finance with real-time visibility.
Data Reliability: All master data and financial calculations centralized and validated.
No Manual Re-Entry: Approved requests synced to JDE automatically with reconciliation.
Better Capital Discipline: Standardized templates and approval structures across plants.
Enhanced Security and Compliance:
⦁ Single Sign-On
⦁ Encrypted attachment handling
⦁ Full audit trail of approvals, clarifications, and edits
Higher Efficiency: Clear dashboards, pre-validated templates, and automated workflows significantly improved turnaround time
Oracle APEX on Oracle Cloud (OCI-ready)
Oracle Database for transactions, masters, validations
Oracle Object Storage for attachments
ERP Integration: JDE 9.2 via Orchestrator/REST/SFTP loaders
Authentication: SSO, role-based access, session governance
