edi for acumatica webinar | b2bgateway

NORTH AMERICA // +1 (401) 491-9595EUROPE // +353 (0) 61 708533

B2BGATEWAY

March 08, 2016

“YOUR GLOBALEDI NETWORK”

EDI FORACUMATICA

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY

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TODAY’S AGENDA & PRESENTER

1. About B2BGateway2. What Is EDI?3. Where Does EDI Fit Into The Marketplace4. Third Party Logistics (3PL) EDI5. GS1-128 Labels6. Online Retailers and CommerceHub7. Working with Amazon8. The Omni-Channel9. Popular Market Verticals10. Global EDI Standards11. Built Into The Acumatica Dashboard12. B2BGateway Client Portal13. Transaction and Exception Reports14. Customer Service15. How Much Does It Cost?16. B2BGateway Contact Information

Roger LeydenDirector of Global Business

Development

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ABOUT B2BGATEWAY

B2BGateway has been doing EDI since 1999, offering EDI and supply chain integrationsolutions to thousands of clients and trading partners across the globe since 1999.

1999

$30-biliion

25,000+ trading

relations

http://www.google.ie/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRw&url=http://www.otterbox.com/&ei=uf-sVOO9J6vD7ga_nIHwBg&bvm=bv.83134100,d.ZGU&psig=AFQjCNEzbabuAPwcL758s2aA7m2_gqKiag&ust=1420710190913325

http://www.google.ie/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRw&url=http://www.otterbox.com/&ei=uf-sVOO9J6vD7ga_nIHwBg&bvm=bv.83134100,d.ZGU&psig=AFQjCNEzbabuAPwcL758s2aA7m2_gqKiag&ust=1420710190913325

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TRADING PARTNERS

B2BGateway.Net currently supports over 25,000 EDI relationships and presently works withhundreds of trading partners. See our full list of Trading Partners across all verticals atwww.b2bgateway.net/tradingpartners.asp - New trading partner relationships are added daily.

http://www.b2bgateway.net/tradingpartners.asp

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WHAT IS EDI? IT SOUNDS SIMPLE…

EDI (Electronic Data Interchange) is defined as the structured transmission of data betweenorganizations by electronic means. It is used to transfer electronic documents such asPurchase Orders, Invoices, Advance Shipping Notices (ASNs), and many more from onecomputer system to another, i.e. from one trading partner to another trading partner.

ACUMATICA USER

RETAILER

RETAILER

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LET’S START AT THE BASICS

EDI is not an out of the box solution.

Whether your organization is implementing EDI on your own terms to introduce best business practice or you are implementing EDI to meet a Trading Partners requirement's, the following must be considered:

• EDI Standards (X12, EDIFACT, XML….)• EDI Communication Protocols (VAN, AS2, FTP…)• Integration with Acumatica Protocols

ACUMATICA USER

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BUT IT CAN BE VERY COMPLEX…

Each trading partner specifies their required communication method and which documentsthey require to complete EDI transactions. This can make the EDI process very complex asillustrated below.

AS2

VAN

FTP

FTPS

AS2 Server AS2 Software X-12 Ver. 5010Encryption Software

Annual LicensingSoftware Certification

VanSoftware

Mailbox Setup Mailbox Fees X-12 Ver.4040

Mapping Tools

Modem Phone

FTPServer

FTPSoftware

SoftwareCredential

X-12 Ver.4010

Mapping Tools

ConsultantFees

FTPSSoftware

EncryptionSoftware

SoftwareCertificate

X-12 Ver.3040

Mapping Tools

ConsultantFees

Consultant

Fees

Consultant

Fees

ACUMATICA USER

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B2BGATEWAY MAKES IT EASY…

AS2 Server AS2 Software X-12 Ver. 5010Encryption Software

Annual LicensingSoftware Certification

VanSoftware

Mailbox Setup Mailbox Fees X-12 Ver.4040

Mapping Tools

Modem PhoneFTP

ServerFTPSoftware

SoftwareCredential

X-12 Ver.4010

Mapping Tools

ConsultantFees

FTPSSoftware

EncryptionSoftware

SoftwareCertificate

X-12 Ver.3040

Mapping Tools

ConsultantFees

ConsultantFees

ConsultantFees

AS2

VAN

FTP

FTPS ACUMATICA USER

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WHERE DOES EDI FIT INTO THE MARKETPLACE?

820

852(BOX STORE RETAILER)

(ONLINE RETAILER)

850

810

846

850

846

846

846

852

855

3PL(THIRD PARTY LOGISTICS)

846

810

810

(FACTORY)

(SHOPPING CART)

820

(FINANCIAL INSTITUTION)

820 – Payment Remittance Advice

856 – Advanced Ship Notice

846 – Inventory Inquiry

850 – Outgoing PO / Incoming SO

852 – Product Activity Data

855 – P.O. Acknowledgement

860 – Purchase Order Change

940 – Warehouse Ship Order

945 – Warehouse Ship Advice

810 – Invoice

ACUMATICA USER

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(THIRD PARTY LOGISTICS)

94

5 -

WSA

94

5 -

WSA

94

0 -

WSO

94

0 -

WSO

THIRD PARTY LOGISTICS – 3PL EDI

The term “3PL” indicates that your client uses a 3rd party forwarehousing and shipping needs. The following EDI documents arecommon:

• 940 – Warehouse Shipping Order• 945 – Warehouse Shipping Advice• 856 – Advance Ship Notice (ASN)• UCC / GS1-128 Barcode Labels

In this simplified scenario, there are only two steps:1. An EDI 940 (Warehouse Ship Order) is sent from the client to their

trading partner and 3PL.

2. The 3PL returns an EDI 945 (Warehouse Ship Advice) to let theclient know the goods have been shipped. This lets the clientfulfill the sales order in their Acumatica.

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GS1-128 LABELS

GS1-128 labels are an outer label affixed to each carton and/orpallet and provide information about a particular shipment.This label will alert the trading partner about shipmentinformation such as who the vendor / supplier is, cartoncontent, store ship to location, etc., and is a mix of bothhuman readable as well as scan able information.

The GS1-128 label on every carton is scanned at its destinationlocation (e.g. trading partner central warehouse) andinformation usually is tied to an Advance Ship Notice (ASN)that has already been transmitted via EDI to the tradingpartner from the supplier.

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ONLINE RETAILERS

The following EDI transaction sets are popular with onlineretailers such as Amazon, Wayfair, Zappos and others:

• 850 – Purchase Order• 810 – Invoice• 846 – Inventory Inquiry Advice• Drop Shipping to Warehouses

ACUMATICA USER

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(ECOMMERCE PLATFORM)

85

0 -

PO

85

0 -

PO

84

6 -

INV

84

6 -

INV

ECOMMERCE PLATFORMS

The following items are often required when trading with populareCommerce sites:

• 850 – Purchase Order• 810 – Invoice• 846 – Inventory Advice / Inquiry

Many Acumatica clients use B2BGateway to connect with theireCommerce platforms to pull orders (EDI 850) and send Inventoryupdates (EDI 846)

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ONLINE RETAILERS & COMMERCEHUB

Most “Box Store Retailers” who also have online (.com) stores will use the CommerceHubplatform to transmit EDI documents. In this case, B2BGateway would communicate withCommerceHub first…

850 – Purchase Order [ Imported as Sales Order in Acumatica ]846 – Inventory Advice [ Outbound reflecting inventory levels ]810 – Invoice [ Outbound to your Trading Partner ]

Communication Protocol may be AS2 or sFTP

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WORKING WITH AMAZON

850

810

810

856

855

855

856

753

753

754

754

846846

860

860

GS1 – 128

LABEL

850

850

810 – INVOICE

850 – OUTGOING PO / INCOMING SO

855 – PURCHASE ORDER ACKNOWLEDGEMENT

860 – PURCHASE ORDER CHANGE REQUEST

856 – ADVANCE SHIP NOTICE

753 – REQUEST FOR ROUTING

754 – ROUTING INSTRUCTIONS

846 – INVENTORY INQUIRY/ADVICE

GS1 – 128 LABELS

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WHAT IS THE OMNI-CHANNEL?

Retailers are meeting the new customerdemands by deploying specialized supplychain strategies and software solutions.

Today’s suppliers must be able to supportthe Omni-Channel retailers new demandsor face the possibility of extinction over thecoming years.

The ‘Omni-Channel’ is the evolution of‘multi-channel retailing’, but isconcentrated more on a seamlessapproach to the consumer experiencethrough all available shopping channels;for example:

• Mobile internet devices• Computers• Bricks-and-mortar• Television• Radio• Direct mail• Sales catalogues, etc.

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HOW DOES EDI HELP THE OMNI-CHANNEL?

As EDI introduces full automation there is:• No need for the supply chain partners to re-key data

The supplier benefits greatly from • increased speed• increased accuracy• greater visibility• reduced labour costs

While the omni-channel retailer is assured that they• will get the right product • to the right customer • in the right time frame • and within agreed costs

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WHERE DOES EDI FIT INTO THE MARKETPLACE

If you trade in any of the following Market Verticals – You WILL Need EDI:

SUPPLY BOX STORE RETAILERS

ORDER FROM A MANUFACTURER

SUPPLY GOVERNMENT / FINANCE SECTOR

SELL THROUGH ONLINE MARKETPLACE

SELL DIRECT ONLINE

USE THIRD PARTY LOGISTICS (3PL)

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HOW CAN B2BGATEWAY HELP YOUR EDI REQUIREMENTS?

‘Integration between our distributors and ouraccounting and warehousing functions use to be a bigpaperwork nightmare that took many staff hours toreconcile. Now, with B2BGateway, it's there, at ourfingertips, fully accountable and in the cloud. Employeesin Sydney, San Francisco, London and Toronto are nowall on the same page, and our staff requirements havebeen reduced by nearly 20%. How good is that?’

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BUILT INTO THE ACUMATICA DASHBOARD

When designing our Acumatica integration tool, we decided the user should never have toleave their Acumatica system so we built B2BGateway in!

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CLIENT PORTAL FEATURES

In the Client Portal clients can view and manage their EDI relationships. Features include:

Business Intelligence such as Most Active Trading Partners, Documents Processed Per Day,Trading Partner Relationships Progress.

View and update company information. Contact support. View Trading Partners Status and add new Trading Partners. Reprocess EDI documents. Login to Cross Reference and WSS. View reports such as Transaction, Exception and/or Custom Reports.

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CLIENT PORTAL REPORTING - TRANSACTION REPORTS

Each B2BGateway client gets access to their unique B2BGateway Client Portal. Under thereports tab in the Client Portal the client can view all transactions over a given time period.B2BGateway can also email the client a daily transaction report if required.

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CLIENT PORTAL REPORTING – TRANSACTION REPORTS

A 997 is also known as a Functional Acknowledgement (FA).

It lets the client know if the trading partner has received and accepted the file.

Receipt of a 997 does not necessarily mean that the file contains no errors.

Open Exception

Closed Exception

997 Accepted: Trading Partner has received & accepted your file.

997 Rejected: Trading Partner has rejected your file.

Open Exception: There are issues with the file you tried to send. Check the “Exception Report” for details. Fix and resend the file.

Closed Exception: The file was fixed and resent or someone closed the exception manually.

Blank Field: A 997 has not yet been received from the Trading Partner or this is an “inbound” file.

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CLIENT PORTAL REPORTING - EXCEPTION REPORTS

If a client sees an Open Exception in the Transaction Report, they should open up theException Reports Section on their Client Portal. Here they will see files that have beenrejected by the trading partner and a reason as to why the were rejected. The client can thenfix these errors and re-send or contact B2BGateway support for help.

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POPULAR GLOBAL EDI STANDARDS

ANSI X12• Developed by American

National Standards Institute (ANSI) in 1979

• Most popular EDI transaction set in North America

• Transaction sets given numeric values, e.g. PO = 850, Invoice = 810 etc.

• Multiple standards within X12, 4010, 4030, 5010 etc.

EDIFACT• Developed by the United

Nations (UN) in 1986

• Most popular EDI transaction set outside of N. America. Mostly used in Europe &Far East

• Transaction sets given names.PO = ORDERS, Invoice = INVOIC, etc.

• Multiple standards within EDIFACT. Most popular current standard is D96A

Tradacoms• Developed by the United

Kingdom Retail Sector in 1982

• Had been most popular EDI Transaction Set in UK but is now being over taken by EDIFACT

• Still used today by UK retailers but is slowly being phased out and replaced by EDIFACT subset Eancom

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POPULAR GLOBAL EDI STANDARDS

ANSI X12 – 850 (PURCHASE ORDER)

ISA*00* *00* *08*925485US00 *08*472103RI *141106*1211*:*00501*850011160*0*P*>GS*PO*925485US00*472103RI*20141106*1211*850011160*X*005010ST*850*0001BEG*00*SA*0453517993**20141106CUR*BY*USDREF*DP*00003REF*MR*0003REF*PD*JANFEAWK51REF*IA*472103030FOB*CC*OR*CHICAGO IL ILITD*05*15*****65DTM*038*20150123DTM*037*20150121DTM*063*20150128PID*S*08*VI*FLTD5*O****RETAIL LINK/ BBN9*L1*SPECIAL INSTRUCTIONSMTX**NO PRETICKETMTX**==============================IF MULTIPLE DESTINATIONS HAVEMTX**THE SAME SHIP DATE, PLEASE SHIP TO FURTHEST DESTINATIONMTX**FIRST AND CLOSEST DESTINATIONSLAST.MTX**CALL FOR DELIVERY APPOINTMENT 48 HOURS IN ADVANCE.MTX**==============================SUPPLIER WILL SHIP ALLMTX**MERCHANDISE IN ACCORDANCE WITHTHE CURRENT SHIPPING AND

EDIFACT – ORDERS (PURCHASE ORDER)

UNB+UNOA:3+5000119000006:14+5088942150030:14+110513:0510+360949++ORDERSUNH+1+ORDERS:D:96A:UN:EAN008BGM+220+LM73553272001 T+9DTM+137:20110513:102DTM+64:20110515:102NAD+DP+5000119007353::9++BALLYMUN PBLLOC+7+5000119007353::9NAD+SE+5088942150030::9++OLD IRISH CREAMERY CHEDDARNAD+BY+5000119000006::9++TESCO STORES LTDLIN+1++05391517715644:ENPIA+1+9629668:IN:92IMD+F++TU:::OAK SMOKED CHED 200GQTY+21:82.000QTY+59:12.000LIN+2++05391517715651:ENPIA+1+9629743:IN:92IMD+F++TU:::CHEDDAR WITH CHILLI 200GQTY+21:81.000QTY+59:12.000LIN+3++05391517715736:ENPIA+1+9629766:IN:92IMD+F++TU:::CHEDDAR WITH CRANBERRIESQTY+21:81.000QTY+59:12.000

TRADACOMS – ORDHDR (PURCHASE ORDER)

STX=ANAA:1+5000167000003:UK LTD+5088942150038:SUPPLIER PLC+120208:170512+ZZ0014 +ORDHDR+BMHD=1+ORDHDR:9TYP=0430+NEW-ORDERSSDT=5088942150038:987654+SUPPLIER PLC+THE FACTORY:ANYSTREET:ANYTOWN:ANYSHIRE:AN1 9ZZCDT=5000167000003+BOOTS UK LTD+BEAUTY & P.CARE:1 THANE RD:NOTTINGHAM NG90 1BSFIL=5+1+940601MTR=6MHD=2+ORDERS:9CLO=5000167100301:D82ORD=Q8521073::940601++NOLD=1+5012345000015+5012345100012+:1364537+12+100+54000+++TOOTHBRUSH FIRMOLD=2+5012345000022+5012345100029+:1364541+12+100+54000+++TOOTHBRUSH MEDOTR=2MTR=7MHD=3+ORDERS:9CLO=5000167100301:D82ORD=Q8521086::940601++NOLD=1+5012345000046+5012345100043+:1364595+12+50+54000+++TOOTHBRUSH SOFTOTR=1MTR=6MHD=4+ORDTLR:9OFT=2MTR=3

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Contract – The client signs and returns a 12 month(self renewing) contract with B2BGateway.

Dedicated Setup Team – On return of signed contractB2BGateway assigns a dedicated 3 person team tosetup the client with their chosen trading partners.

Kick Off Meeting – Once the B2BGateway is assigneda Kick Off meeting is held with the client and VAR forintroductions and to discuss the setup process.

Project Plan – From the Kick Off meeting a ProjectPlan is developed by the B2BGateway Setup teamand sent to client for approval.

RRT – When setup is successful the client is movedto the RRT team for the day to day maintenance oftheir account should any issues arise.

THE B2BGATEWAY AFTER SALES PROCESS

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DEDICATED B2BGATEWAY SETUP TEAM

1. Trading Partner Liaison will be working directly with the trading partners to define the requireddocuments, file format, communication method and testing protocols.

2. Project Manager will: A) Develop an overall plan for the entire implementation as well as individualproject plans for each trading partners based on their defined requirements. B) Work with the client toset up the queries for all outbound documents. C) Test and validate all EDI documents.

3. Setup Programmer will build required maps between B2BGatway and Acumatica as well as map allrequired documents to the trading partner based on the specification gathered by your Trading PartnerLiaison.

4. DEV Team available if needed to work with client on saved searches (if required) and any custom workas it pertains to the flow of your EDI documents. Need a work around? They’ve got you covered!

Protocols

DEV

REF*MR*0003REF*PD*JANFEAWK51REF*IA*472103030

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ROLES AND RESPONSIBILITIES

Dedicated Account Setup

Project Manager

Setup Account Engineers

Setup Programming

Team

Infrastructure Account

Engineers

SE & RRT Teams with 24/7 Backup

Maintenance Programming

Team

CLIENT

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CUSTOMER SERVICE

B2BGateway has been providing excellentcustomer service to all of our clients, includingAcumatica users and we will continue to do soin the future. B2BGateway has developed twonew teams to help clients with setting up andmaintaining their trading partner relationships.

Available Support

• Setup Phase Dedicated Team headed by Project Manager.

• Rapid Response Team available for when issues need immediate attention.

• Support is available 24/7 all year long and in your time zone.

• These support features are included in the monthly fee at no extra cost.

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Pricing Information SKU Based Pricing

ACUMATICA EDI PRICING MODEL

• Our pricing is posted on our website(b2bgateway.net/pricing.asp)

• All ANSI X12 and International EDITransaction sets are supported at onelow price

• All mapping changes and upgradesrequired included in standard fee.

ONE TIME SETUP FEES1. Organizational Setup Fee $7502. Trading Partner Setup Fee $600

RECURRING MONTHLY FEES1. Basic Service Fee $1492. Transactional Fees (per SKU) $0.063. VAN Comm. Fees* (per KB) $0.164. Functional Acknowledgements No Charge

* Communication Fees are conditional based on TP requirements

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Questions Anyone?

THANK YOU FOR WATCHINGCall USA: +1 401 491 9595 (USA)

Call Europe: +353 61 708533 (EU)

Web: www.B2BGateway.Net

Email: [email protected]

edi for acumatica webinar | b2bgateway

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