EDI FOR CLOUD BASED ERP USERS

Transcription

1 YOUR GLOBAL EDI NETWORK EDI FOR CLOUD BASED ERP USERS B2BGATEWAY NOVEMBER 10, 2015 NORTH AMERICA // +1 (401) EUROPE // +353 (0) AUSTRALIA //

2 TODAY S AGENDA & PRESENTERS 1 Introductions Dante Dell Agnese 2 Cloud Based ERP Systems and Online Accounting Software 3 What Is EDI? 4 Where Does EDI Fit Into The Marketplace 5 EDI Basics and Standards 6 Third Party Logistics (3PL) EDI 7 Online Retailers and CommerceHub EDI 8 ecommerce Platform EDI 9 The Omni-Channel 10 B2BGateway Client Portal Reporting 11 UCC/GS1-128 Labels 12 B2BGateway Fact Sheet 13 Customer Service 14 Top 5 Advantages of EDI 15 B2BGateway Contact Information Dante Dell Agnese AU Sales Director Sales@B2BGatewayNet

3 B2BGATEWAY AU SALES DIRECTOR - DANTE DELL AGNESE Dante Dell Agnese danted@b2bgatewaynet year career in the software industry Previously worked at Cloud ERP, Oracle and Autodesk Focused on manufacturing, and distribution industries Sales@B2BGatewayNet

4 B2BGATEWAY WORKS WITH THESE CLOUD BASED ERP SYSTEMS Plus these Online Accounting Software Packages

5 WHAT IS EDI? IT SOUNDS SIMPLE EDI (Electronic Data Interchange) is defined as the structured transmission of data between organizations by electronic means It is used to transfer electronic documents such as Purchase Orders, Invoices, Advance Shipping Notices (ASNs), and many more from one computer system to another, ie from one trading partner to another trading partner RETAILER CLOUD ERP RETAILER EDI USER

6 WHERE DOES EDI FIT INTO THE MARKETPLACE? EDIFACT Format INVOIC Invoice (ONLINE RETAILER) (FACTORY) ORDERSP REMADV Payment Remittance Advic ORDERS Outgoing PO / Incoming SO (BOX STORE RETAILER) ORDERS INVOIC SLSRPT ORDERS INVOIC CLOUD ERP EDI USER SLSRPT Product Activity Data INVRPT Inventory Inquiry ORDRSP PO Acknowledgement DESADV Advanced Ship Notice ORDCHG Purchase Order Change INSDES Warehouse Ship Order DESADV Warehouse Ship Advice (SHOPPING CART) 3PL (THIRD PARTY LOGISTICS) (FINANCIAL INSTITUTION) Sales@B2BGatewayNet

7 WHERE DOES EDI FIT INTO THE MARKETPLACE Most Popular Market Verticals That Use EDI: Wholesale Distribution Boxstore Retail (Coles, Woolworths, Target,) Online Retail (Amazon, Zappos, Buycom ) Shopping Cart Integration (Magento, Shopify, Bigcommerce ) Third Party Logistics (3PL) Manufacturing Automotive Pharmaceutical & Healthcare Government Finance Sales@B2BGatewayNet

8 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 (EDIFACT, X12, XML ) EDI Communication Protocols (VAN, AS2, FTP ) Integration with ERP/Accounting Software Protocols CLOUD ERP Sales@B2BGatewayNet EDI USER

9 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, eg 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 Sales@B2BGatewayNet

10 EDI STANDARDS ANSI X (PURCHASE ORDER) ISA*00* *00* *08*925485US00 *08*472103RI *141106*1211*:*00501* *0*P*> GS*PO*925485US00*472103RI* *1211* *X* ST*850*0001 BEG*00*SA* ** CUR*BY*USD REF*DP*00003 REF*MR*0003 REF*PD*JANFEAWK51 REF*IA* FOB*CC*OR*CHICAGO IL IL ITD*05*15*****65 DTM*038* DTM*037* DTM*063* PID*S*08*VI*FL TD5*O****RETAIL LINK/ BB N9*L1*SPECIAL INSTRUCTIONS MTX**NO PRETICKET MTX**==============================IF MULTIPLE DESTINATIONS HAVE MTX**THE SAME SHIP DATE, PLEASE SHIP TO FURTHEST DESTINATION MTX**FIRST AND CLOSEST DESTINATIONSLAST MTX**CALL FOR DELIVERY APPOINTMENT 48 HOURS IN ADVANCE MTX**==============================SUPPLIER WILL SHIP ALL MTX**MERCHANDISE IN ACCORDANCE WITHTHE CURRENT SHIPPING AND EDIFACT ORDERS (PURCHASE ORDER) UNB+UNOA: : : : ORDERS UNH+1+ORDERS:D:96A:UN:EAN008 BGM+220+LM T+9 DTM+137: :102 DTM+64: :102 NAD+DP ::9++BALLYMUN PBL LOC ::9 NAD+SE ::9++OLD IRISH CREAMERY CHEDDAR NAD+BY ::9++TESCO STORES LTD LIN :EN PIA :IN:92 IMD+F++TU:::OAK SMOKED CHED 200G QTY+21:82000 QTY+59:12000 LIN :EN PIA :IN:92 IMD+F++TU:::CHEDDAR WITH CHILLI 200G QTY+21:81000 QTY+59:12000 LIN :EN PIA :IN:92 IMD+F++TU:::CHEDDAR WITH CRANBERRIES QTY+21:81000 QTY+59:12000 TRADACOMS ORDHDR (PURCHASE ORDER) STX=ANAA: :UK LTD :SUPPLIER PLC : ZZ0014 +ORDHDR+B MHD=1+ORDHDR:9 TYP=0430+NEW-ORDERS SDT= : SUPPLIER PLC+THE FACTORY:ANYSTREET:ANYTOWN:ANYSHIRE:AN1 9ZZ CDT= BOOTS UK LTD+BEAUTY & PCARE:1 THANE RD:NOTTINGHAM NG90 1BS FIL= MTR=6 MHD=2+ORDERS:9 CLO= :D82 ORD=Q :: N OLD= : TOOTHBRUSH FIRM OLD= : TOOTHBRUSH MED OTR=2 MTR=7 MHD=3+ORDERS:9 CLO= :D82 ORD=Q :: N OLD= : TOOTHBRUSH SOFT OTR=1 MTR=6 MHD=4+ORDTLR:9 OFT=2 MTR=3 MHD=5+ORDHDR:9

11 SO LET S PUT ALL THAT TOGETHER Each trading partner specifies their required communication method and which documents they require to complete EDI transactions This can make the EDI process very complex as illustrated below AS2 AS2 Server AS2 Software X-12 Ver 5010Encryption Software Annual Licensing Software Certification Consultant Fees VAN Van Software Mailbox Setup Mailbox Fees X-12 Ver 4040 Mapping Tools Modem Phone Consultant Fees CLOUD ERP FTP FTP Server FTP Software Software Credential X-12 Ver 4010 Mapping Tools Consultant Fees FTPS FTPS Software Encryption Software Software Certificate X-12 Ver 3040 Mapping Tools Consultant Fees EDI USER Sales@B2BGatewayNet

12 B2BGATEWAY MAKES IT EASY AS2 VAN FTP AS2 Server Van Software FTP FTPS Server Software AS2 Software X-12 Ver 5010Encryption Annual Licensing Software Certification Consultant Software Fees Mailbox Setup Mailbox Fees X-12 Ver Mapping Modem Consultant FTP Software 4040 X-12 Ver Tools Mapping Phone Consultant Fees Encryption Software Software Credential 4010 X-12 Ver Tools Mapping FeesConsultant Software Certificate 3040 Tools Fees CLOUD ERP FTPS EDI USER

13 INSDES INSDES DESADV DESADV THIRD PARTY LOGISTICS 3PL EDI The term 3PL indicates that your client uses a 3 rd party for warehousing and shipping needs The following EDI documents are common: INSDES Warehouse Shipping Order DESADV Warehouse Shipping Advice DESADV Advance Ship Notice (ASN) UCC / GS1-128 Barcode Labels CLOUD ERP In this simplified scenario, there are only two steps: 1 An INSDES (Warehouse Ship Order) is sent from the client to their trading partner and 3PL 2 The 3PL returns an DESADV (Warehouse Ship Advice) to let the client know the goods have been shipped This lets the client fulfill the sales order in their Cloud ERP (THIRD PARTY LOGISTICS) Sales@B2BGatewayNet

14 ONLINE RETAILERS The following EDI transaction sets are popular with online retailers such as Amazon, Dealscomau, Kogan and others: ORDERS Purchase Order INVOIC Invoice INVRPT Inventory Inquiry Advice Drop Shipping to Warehouses CLOUD ERP

15 INVRPT INVRPT ORDERS ORDERS ECOMMERCE PLATFORMS The following items are often required when trading with popular ecommerce sites: ORDERS Purchase Order INVRPT Inventory Advice / Inquiry CLOUD ERP Many cloud based ERP clients use B2BGateway to connect with their ecommerce platforms to pull orders (ORDERS) and send Inventory updates (INVRPT) (ECOMMERCE PLATFORM) Sales@B2BGatewayNet

16 WHAT IS THE OMNI-CHANNEL? The Omni-Channel is the evolution of multi-channel retailing, but is concentrated more on a seamless approach to the consumer experience through all available shopping channels; for example: Mobile internet devices Computers Bricks-and-mortar Television Radio Direct mail Sales catalogs, etc Retailers are meeting the new customer demands by deploying specialized supply chain strategies and software solutions Today s suppliers must be able to support the Omni-Channel retailers new demands or face the possibility of extinction over the coming years Sales@B2BGatewayNet

17 ECOMMERCE SITES ONLINE MARKETPLACES WHAT IS THE OMNI-CHANNEL? The major challenge for today s suppliers, in order to meet the retailers' new Omni-Channel needs, is to get their goods and services to the correct channel as quickly and as accurately as possible and, needless to say, in the most cost effective manner ORDERSP INVRPT INVOIC ORDERS CLIENT ERP / WMS / OMS USING B2BGATEWAY EDI SERVICES CLOUD ERP ORDERS DROP SHIP PURCHASE ORDER INSDES DROP SHIP SUPPLIER INVRPT ORDERS DESADV DESADV WAREHOUSE / 3PL ORDERS AND SHIPMENTS REACHING YOUR CUSTOMERS! INVOIC ORDERS BOX STORE Sales@B2BGatewayNet

18 HOW DOES EDI HELP THE OMNI-CHANNEL? Fully integrated EDI solutions deliver full end to end seamless connectivity between the supplier and all parties in the supply chain From box store retailers (Wal-Mart, Coles, Woolworths, etc) To online retailers (Amazon, Kogancomau, etc) To manufacturers, third party logistics providers (3PL) and even online shopping carts (which may be powered by online platform providers such as 3dcart, Volusion, Magento, Shopify, etc) Using EDI allows all business documentation needed such as Purchase Orders (ORDERS) Invoices (INVOIC) Inventory Updates (INVRPT) Warehouse Shipping Orders (INSDES) Advanced Shipping Notices (DESADV) and so forth to be exchanged seamlessly and without error

19 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 labor 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

20 CLIENT PORTAL REPORTING - TRANSACTION REPORTS Each B2BGateway client gets access to their unique B2BGateway Client Portal Under the reports tab in the Client Portal the client can view all transactions over a given time period B2BGateway can also the client a daily transaction report if required Sales@B2BGatewayNet

21 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 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 Open Exception Closed Exception Blank Field: A 997 has not yet been received from the Trading Partner or this is an inbound file Sales@B2BGatewayNet

22 CLIENT PORTAL REPORTING - EXCEPTION REPORTS If a client sees an Open Exception in the Transaction Report, they should open up the Exception Reports Section on their Client Portal Here they will see files that have been rejected by the trading partner and a reason as to why the were rejected The client can then fix these errors and re-send or contact B2BGateway support for help Sales@B2BGatewayNet

23 GS1-128 LABELS In today s business environment, GS1-128 (formerly known as UCC- 128) labels have become a necessary part of the criteria for large format retailers in automating the supply chain with their suppliers GS1-128 labels are an outer label affixed to each carton and/or pallet and provide information about a particular shipment This label will alert the trading partner about shipment information such as who the vendor / supplier is, carton content, store ship to location, etc, and is a mix of both human readable as well as scan able information The GS1-128 label on every carton is scanned at its destination location (eg trading partner central warehouse) and information usually is tied to an Advance Ship Notice (ASN) that has already been transmitted via EDI to the trading partner from the supplier Sales@B2BGatewayNet

24 B2BGATEWAY FACT SHEET B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to thousands of clients across the globe Here are some other interesting facts about our EDI experience: GS1 Accredited EDI Solution Provider Offices in Australia, North America, Europe and China B2BGateway processes over $30-billion dollars in transactions each month Thousands of client / TP partner relationships worldwide Sales@B2BGatewayNet

25 TRADING PARTNERS B2BGatewayNet currently supports over 25,000 EDI relationships and presently works with hundreds of trading partners See our full list of Trading Partners across all verticals at wwwb2bgatewaynet/tradingpartnersasp - New trading partner relationships are added daily Sales@B2BGatewayNet

26 CUSTOMER SERVICE B2BGateway has been providing excellent customer service to all of our clients, including those using Cloud ERP and we will continue to do so in the future Our dedicated setup project managers and the Rapid Response Team (RRT) are responsible for setting up and maintaining their trading partner relationships Available Support Setup phase dedicated 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

27 TOP 5 ADVANTAGES OF EDI Integration with supply chain tools such as ERP, WMS, 3PL Faster Payment from your Trading Partners Greater Accuracy by removing need to re-key data Environmentally Friendly - reduce reliance on paper Greater Speed through electronic communication 1 Greater Accuracy Removing the need to rekey data greatly reduces the potential for human error 2 Integration EDI allows true integration with all relevant parties/systems in your supply chain: 3PL, WMS, ERP 3 Greater Speed Electronic almost real time communications 4 Faster Payments EDI speeds up your Order to Payment cash cycle with you Trading Partners 5 Environmentally Friendly EDI removes the need for paper and printing This not alone helps the environment but can drastically reduce your overall costs Sales@B2BGatewayNet

28 Questions Anyone?

29 THANK YOU FOR WATCHING Call USA: Call Europe: Call Australia: Web: (USA) (EU) (AU) wwwb2bgatewaynet Sales@B2BGatewayNet