walk away from cookie cutter software€¦ · title: advanced features in edi/hq™ author: snyder,...

Walk Away from Cookie Cutter Software

Presenter: Mike Snyder

Copyright© 2013 1 EDI Source. All rights reserved.


Software Developer 6 years @ 1 EDI Source, Inc. B.S. Kent State University

Mike Snyder

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Please silence your phone Questions are encouraged anytime Presentation will be followed by a Q&A Come see me in the ReSource Center

Ground Rules

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Insight into flexible features available when automating EDI/HQ Cookie-cutter simplicity vs. Flexibility & Customization A better understanding of features that you may already be using to improve your implementation

The Take Away

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EDI Workflow

Communication – Send/Receive Data Translation – Mapping Integration – Import/Export ERP Feedback – Reports, Errors, Alerts

Automation – Automation of the EDI Workflow

Overview

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EDI Workflow


Automation – Automation of the EDI Workflow.

Overview

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File Definitions – What type of data are we working with, and where is it stored? Processes – Tasks other than importing data into EDI/HQ Jobs – Define the sequence of tasks Triggers – When Job execution should occur

Automation

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Definition Data Types

Inbound EDI

Outbound Flat-Files (Delimited, Fixed Length) Structured Files (XML, SAP IDOC) Integration Adapters Database (ODBC, SQL Server)

Automation: File Definitions

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Inbound EDI



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Inbound EDI



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Inbound EDI



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Inbound EDI



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Inbound EDI



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SQL

Flat-file format, XML SQL as XML

Normalized XML New Features

Extraction History for external data


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Automation: File Definitions - SQL

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Automation: File Definitions – SQL as XML

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Automation: Extraction History

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Prevent import of duplicate transactions.


Automation: Extraction History Manager

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Menu -> Tools -> Manage Extraction History…


Automation - Processes

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Processes

Transaction Query HTTP Request

Features Macro-Substitution


Transaction Query – Trigger e-mails when certain conditions are met

Conditions vs. Transaction count Customizable

Time sensitive documents E-Mail when errors found in data EDI is detected with a specific value Any Transaction Filter can be used as a condition

Automation: Processes – Transaction Query

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Automation: Processes – Transaction Query

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Generic HTTP process. Flexible utility.

Automation: Processes – HTTP Request

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Macro-Substitution

Settings that have dynamic values at runtime {command} Primarily used when defining outbound EDI outputs. (Single ISA per file)

Automation: Processes – Macro-Substitution

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Examples:

C:\HQ\Archive\{now(yyyy)}\{now(MMMM)}\, this would create a ‘2013’ folder and a sub-folder for ‘October’ C:\ediout\{tpalias}\edi_out_{now(yyyy-MM-dd)}_{isa}.txt, might look like: c:\ediout\walmart\edi_out_2010-07-20_000001129.txt


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Command Samples:

{isa} = ISA Control Number {tpname} = Trading Partner Name {tpalias} = Trading Partner Alias {guid} = New Unique Identifier {network} = Resolved EDI Network {now(format)} = Current Date/Time


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Jobs – Group Processes, and File Definitions together in a specific order

Automation: Jobs

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Triggers – When to run Jobs

Improvements EDI/HQ made over EDIC Windows Task Scheduler vs. HQ Scheduler File Based Triggers – real time processing

Automation: Triggers

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Common Mistakes

User on the scheduler service Make sure data source is configured as Active (Data Source Purpose)


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Automation: Bringing it all together.

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EDI Workflow



Questions?

* See me in the ReSource Center

“That’s the way the cookie crumbles”

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walk away from cookie cutter software€¦ · title: advanced features in edi/hq™ author: snyder,...

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