IFSNA EXTENSIONS FOR DATA COLLECTION/BAR CODING CREDIT CARDS, FREIGHT INTERFACE & TAX SOFTWARE

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2 IFSNA EXTENSIONS FOR DATA COLLECTION/BAR CODING CREDIT CARDS, FREIGHT INTERFACE & TAX SOFTWARE Bob Corrigan IFS CUSTOMER SUMMIT 2011, CHICAGO

3 IFS DATA COLLECTION SOLUTION OVERVIEW INCLUDES BAR CODE TRANSACTIONS The IFS Barcode and Automated Data Collection Adapter and a Business Application Programming Interface known as a BizAPI that provides for the exchange of data between data collection devices, like barcode or RFID readers, supervisory control and data acquisition (SCADA) systems, weight scales, etc. and the IFS application software. IFS Customer Summit 2011, Chicago

4 IFS DATA COLLECTION SOLUTION OVERVIEW WHAT IS PROVIDED Provides material handling and production personnel with real time transaction validations from your IFS database. You can have every material receipt, inventory move, production update and shipment pick being validated and recorded correctly! Can include weight scales to insure accurate weight information is transferred into IFS, or process control systems to insure production information can be captured real time, or equipment warnings can be used to automatically generate work orders, or coordinate measuring devices can be automatically update SPC information, etc. IFS Customer Summit 2011, Chicago

5 IFS DATA COLLECTION SOLUTION OVERVIEW REQUIRES ADDITIONAL 3 RD PARTY HELP Each Barcode and Automated Data Collection Solution requires the involvement of a supplier of hardware interfaces, data collection devices including barcode readers, barcode label printers, and sometimes wireless network devices. The Barcode and Automated Data Collection solution can be used for a variety of uses by nearly any automation supplier. IFS has a global business partner, Radley Corporation that provides a complete Barcode and Automated Data Collection solution including the hardware and software needed to interface with the IFS applications. IFS Customer Summit 2011, Chicago

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7 PHYSICAL ARCHITECTURE Web Browser Enterprise Explorer IFS DC Java, JSP VS.NET Mobile Client Web Service Java AP.Net AP Http Http Http Http Http MQe SOAP Agents LAN / WAN J2EE Web AS IFS Web Client objects Http IFS Extended Server: J2EE App Server Service layer objects (stateless session beans) JDBC 100% IFS Base Server: Database Instance Application core objects Tables, indexes SERVER ARCHITECTURE 7

8 IFS DATA COLLECTION TRANSACTIONS Functional Area Transaction Name BizAPI Transaction Description Trans. ID Purchasing PO Arrival Imitates the functionality of Register Purchase Order Arrival screen. Includes inventory and non inventory parts. User can update receive case and change receive location. Allows for 1 Yes Yes Yes automatic (order based) and manual lot/serial tracking. Purchasing PO Move to stock Imitates the functionality of Move Into Stock. Allows you to move to One Location or Move to Multiple Locations. 2 Yes Yes Yes Inventory Inventory Inventory Inventory Inventory Change Inventory Part Location Receive from transit Query inventory part in stock (overview) Counting per inventory part Counting per count report TRANSACTIONS LISTING Imitates the functionality of Change Inventory Part Location screen. (Inventory stock move). Includes moving parts between sites, as well as direct move and move into transit. Also handles changing availability control id and setting W/D/R. Imitates the functionality of Receive from Transit screen. Includes intersite moves. Imitates the functionality of Overview - Inventory part in stock (Inventory Inquiry). Includes viewing and completing scrap, change inventory part location, change availability control, change w/d/r, change expiration date. Imitates the functionality of Count per inventory part screen. Includes cycle count in/out. Imitates the functionality of Count Per Count Report screen. Allows you to report the count result with or without differences, and confirm the result. IFS Customer Summit 2011, Chicago 3 Yes Yes Yes 4 Yes Yes Yes 5 Yes Yes Yes 6 Yes Yes Yes 7 Yes Yes Yes Inventory Receive Inventory Part Imitates the functionality of the Receive Inventory Part screen 8 Yes Yes Yes Inventory Issue from Material Imitates the functionality of Issue material from Material requisition Requisition. Handles both manual and automatic issue. 10 Yes Yes Inventory Scrap Inventory Part Imitates the functionality of Scrap Inventory part screen 14 Yes Yes Yes Inventory Transport Task Imitates the functionality of Transport Task screen. Supports inter site. 15 Yes Yes Yes Shop Order Shop Order Issue Imitates the functionality of Shop Order Issue. Includes SO Manual Issue as well as automatic issue. 16 Yes Yes Yes Shop Order Un-issue material from SO Imitates the functionality of un-issuing material from a shop order. Allows the user to either manually define to what location 17 Yes Yes material shall be unissued, or to automatically select a location. Shop Order Receive Shop order Imitates the functionality of Shop Order Receipt. Handles automatic and manual receipt. 18 Yes Yes Yes

9 IFS DATA COLLECTION TRANSACTIONS Functional Area Transaction Name BizAPI Transaction Description Trans. ID Shop Order Shop Order Pick List - Issue Material Shop Order Pick List - Issue Material 19 Yes Yes Yes Shop Order Report time to SO operation To imitate the functionality of reporting labor and machine time for a shop order 20 Yes Yes Yes Production Schedule/ Receipt Customer Order Customer Order Customer Order Customer Order Customer Order Shop Floor Reporting Maintenance Management Receive from repetitive production schedule Report Picking of Customer Orders Report Picking with Differences Deliver Customer Order line Receive Authorized Returns (RMA's) Reserve Customer Order Lines Production schedule receipt - to imitate the functionality or reporting received quantities for production schedule (May include the possibility to select immediate or deferred back flush) Performs picking of Customer Order using pick list number associated with customer order. The transaction first checks if the pick list is associated with one customer order only, or if it is a consolidated pick list and then performs the proper procedure accordingly. Imitates the functionality of the screen Report Picking with Differences Customer Order / Report Picking/ Report Picking with Differences). Imitates the functionality of delivering customer order, including delivering with differences. Imitates the functionality of Return Material Authorizations including Receive, Scrap and Return into Inventory. Includes non inventory parts (where you only enter information in upper part of screen) Imitates the functionality of the screen Reserve Customer Order Lines. Handles all parts (non inventory sales parts, package parts etc). Includes automatic as well as manual reservation. 21 Yes Yes 22 Yes Yes Yes 23 Yes Yes Yes 24 Yes Yes Yes 25 Yes Yes Yes 26 Yes Yes Yes Report Operation Qty Report Operation Qty 34 Yes Yes Issue from Material requisition on Work order Issue from Material requisition on Work order 41 Yes Yes Yes Customer Order Create Delivery Note Imitates the functionality of Create Delivery Note for Customer Orders 43 Yes Yes Yes Inventory Issue Inventory Part Imitates the functionality of Issue Inventory Part. 44 Yes Yes Yes TRANSACTIONS LISTING IFS Customer Summit 2011, Chicago

10 IFS DATA COLLECTION TRANSACTIONS Functional Area Transaction Name BizAPI Transaction Description Trans. ID Shop Floor Reporting Shop Floor Reporting Shop Floor Reporting Shop floor operation Start/Stop Shop floor location Start/Stop Report Shop Order Component Scrap This transaction emulates Start/Stop labor reporting generating time card transactions per employee. Imitates the functionality of start/stop location SFR transaction for machine time. 45 Yes Yes 46 Yes Yes Report Shop Order Component Scrap 47 Yes Yes Purchasing Ship supplier material Should imitate the functionality of shipping supplier material (full quantity) 49 Yes Yes Yes Shipping Print Bill of Lading Print Bill of Lading 50 Yes Yes Shipping Finalize Shipment Finalize Shipment 51 Yes Yes Shipping Print Delivery Note Print Delivery Note 52 Yes Yes Shipping Reserve Shipment Reserve Shipment 53 Yes Yes Shipping Shipment Package Structure This transaction handles nearly all the Shipment Package Structure functions. 54 Yes Yes Shop Order Maintenance Management Maintenance Management Time & Attendance (HR) Shop Order Lot Batch Reservation Create Work Order Material Line Reserve Work Order Material Line Allows create and edit of Shop Order Lot Batch Reservation records. Create material line, either new or adding to existing material requisition. Reserve material to work order material line, manually or automatically 55 Yes Yes 57 Yes Yes 58 Yes Yes Employee Clock In Out HR application to record clock in/out of employees on time card. 59 Yes Yes TRANSACTIONS LISTING IFS Customer Summit 2011, Chicago

11 PRICING FOR DATA COLLECTION IFS Barcode and Automated Data Collection Adapter - $10,000 IFS Barcode and Automated Data Collection BizAPI Transaction - $1,500 per Transaction Annual Maintenance at Normal Percentage IFS Customer Summit 2011, Chicago

12 IFS CREDIT CARD SOLUTION IFS Customer Summit 2011, Chicago

13 CREDIT CARD INTERFACE GENERAL INFORMATION IFS Credit Card Interface Solution Secure A simple solution for credit card processing through IFS Applications Provides authorization and charge capabilities for the Customer Order Process Uses Secure Socket Layer (SSL) for Secure Data Transport Encrypts credit card information stored in the database Supports Address Verification System (AVS) Supports Card Security Code (CSC) validation Uses Checksum LUHN Formula - modulus 10 to validate credit card numbers Pre-Requisites Supported for IFS Applications 2004 or later Must have Extended Server Requires Paypal Payflow Pro Gateway account

14 IFS CREDIT CARD INTERFACE ARCHITECTURE/CONCEPT Credit Card data is stored securely in the storage tier Transactions are sent through Extended Server to third party processor (Paypal) synchronously (i.e. real time) Only transformation and data transport is Gateway Provider dependent Routing allows for multiple credit card Payment Gateway Providers

15 IFS CREDIT CARD INTERFACE FUNCTIONAL DESCRIPTION Provides for the gathering, storing, and retrieving of Credit Card information and a customer can have one or more cards on file with one being the default Credit card information can be entered in both the Customer Order screen (Credit Card tab) and in the Customer master record screen New credit card records for a given customer can be created on the fly from Customer Order screen. Every transaction for each unique credit card is recorded against the Customer Order During the order entry process, the end user can RMB on the Customer Order screen - Credit Card tab and authorize a credit card transaction. During the order flow process, as the order reaches the status of delivered, the underlying business logic will automatically charge the credit card and create customer check payment on account. Upon posting the invoice of the credit card customer order, CCI payment flow will create a customer offset transaction to offset or match the customer payment on account with the invoice. As a result, the invoice is paid, and the payment on account is cleared.

16 BASIC DATA CREDIT CARD PARTNER PartnerID Currently only integrated with the Payflow Pro product by PayPal. Other partners can be utilized via the creation of a new connector. Our Account No - Payflow Pro Merchant Login User Name - Payflow Pro Login User Name Password - Payflow Pro Login User Password

17 BASIC DATA CREDIT CARD TYPE Credit Card Type - Credit card types. E.g.: MASTERCARD, VISA, AMEX Description - Description of Credit Card Type Partner ID - Specifies the Credit Card Partner (Payment Gateway) Enabled - Indicates whether the Credit Card Type is enabled/disabled. CSC Required - Indicates whether the Card Security Code is required Check Digit Algorithm - Credit Card number verification algorithm used

18 BASIC DATA CREDIT CARD VERIFICATION Credit Card Type & Description - Should be a Credit Card Type Check Digit Algorithm - Check digit algorithm used to verify the validity of a credit card number of the given Credit Card Type. Enabled - Indicates whether validation is enabled/disabled Prefix - Credit Card number prefix Number Length - Valid length (number of digits) of a credit card number that has the prefix specified in the Prefix column

19 CREDIT CARD REQUIRED PAYMENT TERM Company - Company for which the Credit Card Required Pay Terms are defined. All companies defined in IFS, are available in this select box. Description (header) - Description of Company Payment Term - Payment Term that should be considered as a credit card required Payment Term. This should be a valid Payment Term defined in Accounting Rules for the selected Company. Description (detail table) - Description of Payment Term

20 BASIC DATA CUSTOMER INFORMATION Financials/Payment Basic Data/Cash Book/Payment Methods (in IEE) Payment /Cash Book /Cash Book Basic Data/Payment Methods (Centura) Need to set up a Payment Method for each credit card type For example, VISA, MASTERCARD, AMEX Payment Methods are used with the cash application Payment Methods are defined per Company; therefore, this setup should be repeated for each Company that is defined in the system.

21 BASIC DATA CUSTOMER MASTER Sales/Customer/Customer Order tab/ Credit Card sub tab (IEE) Customer Orders Customer/Customer Order tab/ Credit Card sub tab (Centura) Credit Card ID - A unique ID for each credit card, if blank, system will generate Card Type Credit card type - Should be a Credit Card Type defined in basic data. Credit Card Number - When the record is saved, this number will be validated. Card Holder Name - Card Holder Name as it appears on the credit card. Issuer Name - Name of the institution issuing the card. This field is optional. Card Default - Sets the default credit card for the customer. Card Active - Flags a credit card as active/inactive.

22 CUSTOMER ORDERS Authorization Quotation Customer Order Release Reserve Charge Transport Options Deliver Shipment Pick Customer Returns Invoicing Customer check Payment on Account

23 IFS CREDIT CARD PROCESS FLOW Customer Orders are entered as usual. The Credit Card payment option is activated by Payment terms designated, credit card payment transactions, or simply by entering credit card information in the Credit Card tab on the Customer Order screen.

24 IFS CREDIT CARD PROCESS FLOW Releasing a Credit Card Order A credit card order which is an order that has credit card information attached can be released only after the order amount is authorized as explained in the above section. An error message similar to the following will be displayed if the user attempts to release a credit card customer order without credit card authorization: Furthermore, the payment term on a Customer Order will be reviewed when the user attempts to release it. If the payment term indicates that a credit card is required (as defined in Basic Data for Credit Card, CC Req-Pay Term tab), the system will verify that a credit card has been entered on the Credit Card tab. If credit card information has not been entered in the Credit Card tab, an error message similar to the following will be displayed:

25 IFS CREDIT CARD PROCESS FLOW When the customer order lines and credit card information have been entered, an authorization request is sent to the Payment Gateway Provider and approval or rejection is returned and logged on the customer order.

26 IFS CREDIT CARD PROCESS FLOW You can also Manually Authorize and get the authorization over the phone. Or replace a Credit Card.

27 IFS CREDIT CARD PROCESS FLOW Delivering a Credit Card Order User actions performed when delivering a credit card order are the same as when delivering any other order. At order delivery, the credit card is charged automatically. If the credit card processor rejects the charge transaction due to some reason, delivery will be stopped a failed background job will indicate that the credit card charge was not successful. The system will perform two additional tasks when a credit card order is delivered successfully and invoiced. A customer check payment on account will be created at delivery and a Customer Offset transaction will be created at invoice posting. IFS Customer Summit 2011, Chicago

28 PRICING FOR CREDIT CARD SOLUTION IFS Credit Card Interface - $12,000 Annual Maintenance at Normal Percentage IFS Customer Summit 2011, Chicago

29 IFS FREIGHT INTERFACE SOLUTION IFS Customer Summit 2011, Chicago

30 IFS FREIGHT INTERFACE OVERVIEW Basic Concepts Adds a new procedure that reads information from IFS inbox Process the shipment information into IFS Add and remove charges automatically on Customer Order Adds new views and tables within IFS that contains the information the shipping software will utilize Information such as tracking numbers, charge, method sent back to IFS Customer Order Works with the following Packages UPS WorldShip Clippership FedEx Ship Manager AgileElite

31 IFS FREIGHT INTERFACE OVERVIEW UPS WorldShip User configurable ODBC connection. Separate tables and views with one specific freight user access and security. Freight user does not have direct access to IFS Applications. IFS offers predefined mapping. Clippership The IFS Freight Interface is fully ready for integration with Clippership. The mapping to Clippership has to be done by an authorized consultant on Clippership. FedEx The IFS Freight Interface is fully ready for integration with FedEx. FedEx will provide this integration work for free. AgileElite The mapping to AgileElite has to be done by an authorized consultant on AgileElite.

32 IFS FREIGHT INTERFACE WHAT S DIFFERENT? Sales / Freight Interface / Basic Data for Freight Interface Customer Order/Freight Tracking/Basic Data for Freight Tracking

33 IFS FREIGHT INTERFACE WHAT S DIFFERENT? Additional Tabs on Customer Order Screen

34 IFS FREIGHT INTERFACE WHAT S DIFFERENT?

35 IFS FREIGHT INTERFACE WHAT S DIFFERENT?

36 IFS FREIGHT INTERFACE WHAT S DIFFERENT? Additional Tab on Customer Screen

37 IFS FREIGHT INTERFACE WHAT S DIFFERENT? New sub Tab on Address Tab of the Customer Record Check Box for Residential Address

38 IFS FREIGHT INTERFACE BASIC DATA SCREEN SHOTS Delivery terms which will be used by the freight Interface are flagged in a new basic data table and the add freight charge flag is checked if you want the system to automatically create a charge on the customer order.

39 IFS FREIGHT INTERFACE BASIC DATA SCREEN SHOTS Ship Via Codes already defined in IFS basic data are used by the Freight Interface. Ship Via also controls the freight charge group, charge type and shipment type. Ship Via also controls the option to add additional handling charges onto the CO Line.

40 IFS FREIGHT INTERFACE BASIC DATA SCREEN SHOTS You can also define Service Types that will be used. You can also setup the Billing Options by Shipper.

41 IFS FREIGHT INTERFACE BASIC DATA SCREEN SHOTS The Delivery Field Configuration allows Part Characteristics to be added to the delivery details when they are sent back to IFS.

42 IFS FREIGHT INTERFACE PROCESS FLOW SCREEN SHOTS Delivery terms and ship via codes are defaulted from the Customer Master but may be changed on an individual order or even order line, if desired. This means that you can use different shipping methods for different order lines.

43 IFS FREIGHT INTERFACE PROCESS FLOW SCREEN SHOTS Additional freight specific information also defaults from the Customer Master to the new Freight Info Tab and this information can be changed on the order if desired.

44 IFS FREIGHT INTERFACE PROCESS FLOW SCREEN SHOTS When the Delivery Note is created for the Customer Order Line the Freight Interface adds a freight information line to the Freight Tracking tab on the Customer Order record.

45 IFS FREIGHT INTERFACE PROCESS FLOW SCREEN SHOTS The Delivery Key is used to identify the delivery in and pulls all the information from the shipping software.

46 IFS FREIGHT INTERFACE PROCESS FLOW SCREEN SHOTS IFS CO # and Customer PO # Enter the Delivery Reference Key to import the order information to UPS WorldShip

47 IFS FREIGHT INTERFACE PROCESS FLOW SCREEN SHOTS Weigh the package(s) and enter the total. Many customers have this entered automatically through an electronic scale. Click "Process Shipment" to calculate total Shipping Cost

48 IFS FREIGHT INTERFACE PROCESS FLOW SCREEN SHOTS You can add handling charges either per shipment or per package.

49 IFS FREIGHT INTERFACE PROCESS FLOW SCREEN SHOTS Once the Process Shipment function is done in WorldShip the information will be sent back to IFS and will update the Freight Tracking tab with the tracking numbers, weight, and charges.

50 IFS FREIGHT INTERFACE PROCESS FLOW SCREEN SHOTS Depending on the Delivery Term settings, the total shipping charges are added to the Charges tab on the Customer Order.

51 IFS FREIGHT INTERFACE PROCESS FLOW SCREEN SHOTS You can connect to UPS from IFS to track the shipment. Just highlight the line and RMB in the Freight Tracking tab.

52 IFS FREIGHT INTERFACE PROCESS FLOW OTHER ITEMS Capable of creating multiple packages from one Delivery Key in Shippers system and send back data correctly. You are able to Void a Shipment from the Shippers software. The voided information will update Customer Order if the Order Line is not Invoiced yet. The Invoice for the Customer Order will show the freight charges as a separate line item. Several new tables for monitoring freight transactions: Freight Details Freight Delivery Details Freight Errors

53 IFS FREIGHT INTERFACE REQUIREMENTS Customer has shipping software system in place. Customer is running IFS Applications 2003 or later. Customer can install the Freight Interface code in their test and production environments. IFS can assist if needed. Customer is responsible for setting up the necessary Basic Data tables to utilize the interface. No existing modifications to IFS Applications or UPS WorldShip that would interfere with the installation or operation of this functionality.

54 AGILE ADDITIONAL FUNCTIONALITY

55 AGILE ELITE IFS SOLUTIONS Agile Ship automates rating, labeling, and documentation for all parcel and freight carriers

56 IFS CUSTOMER ORDER IS PROCESSED THROUGH DELIVERED STATUS

57 DELIVERY NOTE CREATED

58 AGILE ELITE IS POPULATED WITH ORDER INFORMATION FROM IFS

59 ADDRESS VERIFICATION IN AGILE ELITE

60 RATE SHOPPING IN AGILE ELITE Selection of the optimal carrier based on predetermined lane routing, performance, price, or other custom client criteria

61 RATE SHOPPING IN AGILE ELITE Use Rateshopping Open Routing Preferences and enter the weight press Route to see your shipping options and cost

62 SHIPMENT DETAILS IN AGILE ELITE Get ITN Number Press Request ITN Number and wait then use update to assign the ITN/FTSR to the shipment

63 TRACKING INFORMATION FROM AGILE ELITE RETURNED TO IFS CUSTOMER ORDER

64 ORDER CHARGES RETURNED FROM AGILE ELITE TO IFS CUSTOMER ORDER

65 AGILE ELITE IFS SOLUTIONS Agile Export automates international export compliance and regulatory reporting processes. 1. Access Order Header Detail 8. Update Order 5. Generate export forms Commercial invoice Shippers Letter Instruction Electronic SED Certificate of Origin NAFTA forms Declaration of Wood Canadian Export docs 4. Request ITN# for SED filing 6. Transmit export data, including ITN, for customs clearance 2. Validate Tariffs and Descriptions Export Compliance Database 7. Store shipping transaction with digitized forms for filing and audit trails 3. Denied Party Screening Request

66 INTERNATIONAL SHIPMENT WITH RATE SHOPPING

67 ITN VALIDATION OF SHIPMENT

68 ITN VALIDATION OF SHIPMENT

69 ITN VALIDATION OF SHIPMENT

70 ITN NUMBER RETURNED TO AGILE ELITE

71 SUMMARY OF FREIGHT INTERFACE BENEFITS Reduce transportation costs Improve financial accountability Reduce labor costs Reduce compliance risks Improve customer service Management visibility and control from Purchase to Payment Reduced cost of ownership Expandable and extensible as your business changes

72 PRICING FOR FREIGHT INTERFACE SOLUTION IFS Freight Interface - $12,000 Annual Maintenance at Normal Percentage IFS Customer Summit 2011, Chicago

73 IFS VERTEX ENHANCED INTERFACE IFS Customer Summit 2011, Chicago

74 IFS VERTEX ENHANCED INTERFACE FOR VERTEX SALES TAX Q (STQ) SERIES IFS ships in the core product basic support for interfacing Vertex STQ with sales tax in Customer Orders. The Enhanced Interface solution key features are: Use of Customer Group and Part Group IFS sends Order Acceptance, Ship From and Ship To Adds Customer Order Invoice tax retrieval Provides Customer Order Invoice Registration: Write to the register Special Tax Retrieval (i.e. max tax and/or tiered tax) County is not mandatory in customer order A Finance user can manually enter a tax exception in the Vertex STQ Series Tax Decision Maker for customer ID, customer group, or part group. IFS Customer Summit 2011, Chicago

75 IFS VERTEX ENHANCED INTERFACE IFS Customer Summit 2011, Chicago

76 IFS VERTEX ENHANCED INTERFACE IFS Customer Summit 2011, Chicago

77 PRICING FOR VERTEX ENHANCED SOLUTION IFS Vertex Enhanced Interface - $18,000 Annual Maintenance at Normal Percentage IFS Customer Summit 2011, Chicago

78 THIS DOCUMENT MAY CONTAIN STATEMENTS OF POSSIBLE FUTURE FUNCTIONALITY FOR IFS S SOFTWARE PRODUCTS AND TECHNOLOGY. SUCH STATEMENTS OF FUTURE FUNCTIONALITY ARE FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE INTERPRETED AS ANY COMMITMENT OR REPRESENTATION. IFS AND ALL IFS PRODUCT NAMES ARE TRADEMARKS OF IFS. THE NAMES OF ACTUAL COMPANIES AND PRODUCTS MENTIONED HEREIN MAY BE THE TRADEMARKS OF THEIR RESPECTIVE OWNERS IFS