Terillium Educational Sessions at BLUEPRINT 4D

Our Sessions at BLUEPRINT 4D

Join us June 6-9 in-person or virtually (a hybrid event format) for the new Quest conference – BLUEPRINT 4D. As a merging of many of the best attributes of Quest’s offerings, BLUEPRINT 4D includes a robust agenda and programming identical to that offered in the Quest and IOUG Forums at COLLABORATE for the JD Edwards, PeopleSoft, Cloud apps and Database & Technology communities. Check out our behind-the-scenes exclusive interview with the Chief Executive Officer at Quest Oracle Community for more info!

This year at BLUEPRINT 4D, we’ll still be hosting 9 sessions (including one deep dive workshop). To help you navigate the conference, we’ve put together a list of all our sessions.

How to Add Our Sessions to Your Agenda

In the attendee portal, use the search bar or filter drop down options for track, session format, date, or speaker. Speakers can be found by name when searching within the filter dropdown options. Once you find the correct session, click the plus sign icon to the right of the info and you’re all set. We appreciate your time and look forward to you joining us!

1. [WORKSHOP] Introduction to Creating and Managing User Defined Objects - Everything You Need to Get Started

Bernadette Durham, Solution Architect

Nathan Ley, Senior Consultant

[In-Person -106780] Monday, June 6 | 9:00 AM - 12:00 PM | Room 205*

Are you hearing a lot about UX One and User Defined Objects, but don’t really know how to create and use them? This is an introductory session that will cover the setup, management, and deployment of some simple but powerful UDOs, with lots of real-world business examples of where they can add value. You’ll leave with knowledge of how to configure multiple UDO types, handle UDO security, and manage UDO projects in Web OMW.

  • Learning Objective 1: Review the different types of User Defined Objects and where they might be used to meet/solve business requirements – we’ll look at examples of where each of the UDO types has been used to deliver real business solutions.
  • Learning Objective 2: Deep dive into UDO configuration – we’ll review some business cases and then do hands on setup of Queries, Watch Lists, EnterpriseOne Search, CafeOne Pages and Personal Forms.
  • Learning Objective 3: Learn how to manage UDO security and Web OMW projects for deployment of your UDO objects


*Attendees must separately register for this workshop – $50/person and a max capacity of 45 people.

2. 4 Ways to Improve your Inventory Management Strategy Using Oracle Cloud Inventory Planning

David Moon, Principal Consultant – Oracle SCM Cloud

[In-Person -102450] Tuesday, June 7 | 2:00 PM - 3:00 PM | Room 105

[Virtual – 108770] Tuesday, June 7 | 2:00 PM - 3:00 PM

Oracle Cloud Inventory Management offers a complete materials management and costing solution that has several inventory planning methods to improve your inventory management processes. During this session, we’ll walk you through:

  • Learning Objective 1: Learn the different inventory planning methods available with Oracle Cloud Inventory Management.
  • Learning Objective 2: Learn how to automate inventory replenishments.
  • Learning Objective 3: Learn some of the configurations to support Inventory planning methods and what additional configurations users typically request.


Cloud Inventory Management offers multiple advantages:

  • Complete inventory visibility across multiple warehouses / locations
  • Intuitive dashboards to monitor inventory levels, replenishment tasks, and inbound receipts
  • Material movement that includes stock issues, receipts, counts and transfers of materials within and between facilities
  • Robust min-max planning capabilities that enable replenishment of stocks from both internal and external sources Cloud Inventory Management fully integrates with other Oracle Cloud applications
  • Use inventory management to automate the replenishment of your shop floor locations within Supply Chain Execution.
  • Inventory management integrates with Oracle Procurement to drive stock replenishments directly from suppliers

3. Delivering the Hard Messages: Success through Candor

Thomas Colbert, Dir Organizational Change Management

[In-Person -101850)] Wednesday, June 8 | 9:00 AM - 10:00 AM | Room 210

To successfully lead a project or major change, we must be proficient at facilitating discussions, guiding individuals/groups, and manage conflict. We hope things go smoothly, however; we will be faced with tough, unsettling discussions that are uncomfortable…there is no other way around it if we are going to be successful. Avoid the hard conversations and failure ensues. This session will provide an excellent framework that will help you prepare for and engage in the exchanges we wish weren’t necessary yet are imperative to master. If you are in a leadership, change or management role, this is a must to attend.

  • Learning Objective 1: Learn how to have difficult conversations with colleagues, employees, and managers. Develop your communication skills to improve your relationships, teamwork, and business performance.
  • Learning Objective 2: This session will provide specific tools to thwart under promising and over-delivering, keeping a project on the right track, and improving morale and productivity.
  • Learning Objective 3: Creating a strong culture of feedback, effective teams and high-performing organizations.

4. 3 Steps to Modernize AP Invoice Processing with Oracle Cloud Intelligent Document Recognition

Matt Sullender, Oracle Cloud Consultant

[In-Person -102900] Wednesday, June 8 |10:15 AM - 11:15 AM | Room 104

More Suppliers are choosing to send invoices to Accounts Payable electronically via email. Cloud ERP offers Intelligent Document Recognition (IDR) that combines optical character recognition (OCR) with machine learning to extract information from the emailed documents and create invoice records directly into Accounts Payable. IDR offers adaptive intelligence to learn a more invoices come through the system from suppliers. IDR leverages the Document Viewer to highlight a selected field from the invoice and extract the information into the system. The next time an invoice of that supplier comes in, the system will recognize that the field had been identified from the Adaptive learning feature previously.

  • Learning Objective 1: IDR Configuration – how to train your dragon.
  • Learning Objective 2: Workflow routing setup considerations
  • Learning Objective 3: Processing AP invoices designated as incomplete from IDR.

5. Stop Training, Start Onboarding – Moving to Sustainability in The Cloud or On-Prem.

Thomas Colbert, Dir Organizational Change Management

[In-Person -101720] Wednesday, June 8 | 1:30 PM - 2:30 PM | Room 107

Couple remote workforces, with systems, business, and markets changing faster than ever, training needs to move from the keyboard to the organization. Deploying an Active Trainer model is more than a one-time training event. It’s a learning and documentation program that will support the needs of the users. Producing an onboarding approach to end-user training resulting in long-term sustainability and repeatability. Based upon many years of implementation experience and a proven methodology, this session will present a comprehensive, systematic, and straightforward model for Cloud and On-Prem system implementations. Using both sequential and iterative processes, participants will receive a blueprint to effectively onboard users to acceptance and proficiency – before making the actual change, and long after go-live.

  • Learning Objective 1: Outline of a practical training model that starts at the inception of a project, accounts for each stakeholder, and results in proficiency at go-live.
  • Learning Objective 2: Review and integration of proven tools and techniques, social media, tactical communication, knowledge management and documentation, and impact management will be outlined as part of the model.
  • Learning Objective 3: Enterprise/local go-live/post go-live support and continuous onboarding solutions will be presented as part of the overall training model.

6. Managing integrated processes with UX One and Orchestrations - Direct Shipments

Bernadette Durham, Solution Architect

[In-Person -104500] Wednesday, June 8 | 4:00 PM - 5:00 PM | Room 110

Integrated processes in JD Edwards don’t anticipate the exceptions that occur in the real business world – managing these exceptions typically requires managing communication between multiple departments, updating related transactions in the system, and coordinating impacts with external partners. In this session we’ll look at how UX One tools and Orchestrations to improve the user experience and automate alerts when exceptions occur. We’ll be using the Direct Shipment process as our example, but the tools used are applicable to just about any integrated process.

  • Learning Objective 1: Demonstrate how simple UX One tools such as CafeOne views and Watch Lists can be used to drive exception management proactively
  • Learning Objective 2: Review how Orchestrations can be used to minimize the impact when exceptions occur in integrated processes, and how they can be used to alert users and business partners when action needs to be taken.

7. Adding Flexibility to Sales Order Processing with Advanced Preferences

Bernadette Durham, Solution Architect at Terillium, Inc.

[In-Person -100040] Thursday, June 9 | 9:00 AM – 10:00 AM | Room 107

Rules are made to be broken, as the saying goes, and even the most robust standard process needs to allow for special scenarios. Advanced Preferences are your key to adding flexibility to the Sales Order process, allowing alternate rule sets to be built based on customers, items, and transportation criteria. This session will provide a high-level overview of all the Advanced Preferences available for Sales Order processing and Transportation and will provide some specific examples of how preference rules can be applied to meet real world business scenarios.

  • Learning Objective 1: This session is aimed primarily at anyone want to understand how Advanced Preferences can be used to manage alternate processes and customer-specific requirements without enhancements. We’ll look at basic examples, and demonstrate how preference rules can be used creatively to satisfy business requirements.
  • Learning Objective 2: Showcase business solutions delivered with Advanced Preferences, including use of Lot Grade and Order Detail preferences.
  • Learning Objective 3: Provide a high-level overview of how each of the Advanced Preferences can be used – this is the key to knowing when to turn to preferences to meet business requirements.

8. What Are They Thinking?: A Key to Changing Outcomes and Project Success

Thomas Colbert, Dir Organizational Change Management

[In-Person -104550] Thursday, June 9 | 10:15 AM - 11:15 AM | Room 104

Everyone carries a personal learning style. The way they take in information, view things, orient themselves, and operate. To effectively work with others, drive a project, and increase learning, one must understand these learning styles. Explore the four basic styles of learning/information comprehension; learn to “read” and “speak”another person’s style; ensuring faster and more effective communication. Learn techniques for facilitating learning in any person or group. This session is beneficial to all roles and levels within an organization, as well as personal-life applications.

  • Learning Objective 1: Understand and effectively identify built-in learning styles.
  • Learning Objective 2: The ability to identify another person’s learning style(s).
  • Learning Objective 3: Learn how to use learning styles to improve communications, team focus, and project success.

9. How to Streamline Your Fixed Asset Leases Within Oracle Cloud

Matt Sullender, Oracle Cloud Consultant

[In-Person -102510] Thursday, June 9 | 11:30 AM - 12:30 PM | Room 105

Companies frequently struggle to keep track of asset leases and their associated amortization schedules in a clear concise way. Often these lease details are tracked outside financial systems, in spreadsheets, and require a lot of manual time and analysis to accurately account for costs associated to such assets, and to report on such costs as the end of month. This session will review standard out-of-the-box functionality for managing leased assets within the fixed assets module.

  • Learning Objective 1: Review Oracle Cloud Application setup (Fixed Assets) used to capture asset lease information
  • Learning Objective 2: Demonstrate creation of lease asset, produce associated schedules – Report and Inquire on leased asset


May 8 – 11, 2023 | Hilton Anatole Dallas, Texas