EDI for Sage solutions
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The document details a presentation on incorporating electronic data interchange (EDI) into business operations to enhance supply chain efficiency, presented by HighJump and TrueCommerce. It outlines HighJump's company objectives, market overview, product strategies, and EDI solutions integrated with various Sage ERP systems. The focus is on optimizing operations, customer retention, and the benefits of a global trading partner network.
EDI for Sage solutions
- 1. Incorporating EDI into Your Business To Join the Audio: 1-650-479-3207 Access Code: 663 136 238 Danica Weappa Billy Ray Falce September 9h 2015 Focused. On you.
- 2. 2 Billy Ray Falce Channel Sales HighJump TrueCommerce Billly Ray educates Sage Partners and Customers about how EDI can optimize the supply chain by increasing efficiencies and reducing costs. About Our Team Rachel Roselli Customer Account Manager – West RKL eSolutions Rachel is your dedicated point-of-contact at RKL eSolutions for your Sage and complimentary software licenses. Gia Lane Customer Account Manager – East RKL eSolutions Gia is your dedicated point-of-contact at RKL eSolutions for your Sage and complimentary software licenses.
- 3. Agenda The New HighJump Company Objectives HighJump Market Overview 2015 HighJump Product Strategy Discussion
- 4. The New HighJump Experienced, financially secure, growth company 3rd largest Supply Chain Management software provider Global footprint with offices in the US, Canada, Denmark, China and the UK 15,000 customers worldwide with 1,400+ new name logos in 2014 750+ employees Stable revenue base with 60% recurring and 90+% renewal $97 $101 $124 $156 2011 2012 2013 2014 Revenue
- 5. Company Objectives FINANCIAL Achieve growth and profitability that will drive significant stakeholder value to all constituents PRODUCTS Deliver industry leading solutions that are feature rich, resilient and affordable QUALITY Exceed customer expectations in product and service quality BUSINESS PARTNER Build partnerships that complement our sales and delivery models across the globe and provide both parties with profitable, sustainable, repeatable growth opportunities CUSTOMER Attract, gain, and retain the loyalty of customers by providing solutions of the greatest value PEOPLE Create an environment that facilitates extraordinary individual and team performance
- 6. ~60% recurring revenue 90%+ cash flow conversion HighJump at a Glance 6 Deep Product Coverage Network >$156MM in global revenue ~15,000 customers across enterprise and SMB 750+ employees trading partner relationships 120,000 100+ qualified targets in the M&A pipeline 90%+ renewal rates into the SMB market 1,400 New Customers in 2014 Supply Chain Execution
- 7. Deep Product Capabilities Across Supply Chain HighJump Global Network Source Make Connect Distribute Consume Global Execution Platform Supply Chain Execution Network WMS solutions specialized to cover SMB through Tier 1 customers – focused on low TCO and configurability Market leading 3PL solution Flexible TMS suited for a broad array of uses Products delivered through both cloud and on-premise Broad channel partner network to cost-effectively access SMB customer base Global, next-generation trading partner network with connect once, access all capability e-invoicing, invoice/purchase order matching, product / price catalog sync Deep ERP integrations Translation, connectivity, and networking
- 8. TrueCommerce Managed Network Network DIRECT AS2 FTP VANs CommerceHub TrueCommerce Managed Network
- 9. Scalable Total Solution Sage X3 ERP Trading Network Transaction Manager Retail Logistics Grocery Ocean X12 X12 Mappin g Integratio n Map Retail Logistics Grocery Ocean X12 HighJump TrueCommerce EDI Scalable Total Solution
- 10. TrueCommerce Direct Integration to Sage 100 • Customer Order Price vs. Sage Price Pricing Validations • Cross Referencing • Items UPC to Sage Item • Address – Store/DC Code Translation • Item Quantity • Weight • Unlimited Templates Auto Packaging Rules • Unposted Invoices • AR History Flexible Invoicing • Pick Tickets & Confirmations directly exchanged with your 3PL External warehouse support • Set your schedule for inbound or outbound transactions between your customers and Sage 100 Scheduled activities Direct Integration with Sage 100
- 11. Endorsed Sage 100 The TrueCommerce solution for Sage 100 fully integrates the most commonly used EDI documents leveraging Sage’s Business Objects Integration (BOI). This integration is directly interfaced with your Sage solution and ensures proper integrity by utilizing the validations in your ERP. Sage 100 Integration System Module Document EDI Doc # Direction Version 4.4 4.5 2013 (5.0) Sales Order (Sales Order Entry) Sales Order 850/875 Inbound X X X Sales Order (Invoice Data Entry) Sales Invoice 810/880 Outbound X X X Sales Order (Shipping Data Entry) Shipment 856 Outbound X X X Sales Order (Sales Data Entry) Sales Order 940 Outbound X X X Sales Order (Shipping Data Entry) Shipment 945 Inbound X X X Optional Integration available for Purchase Order Module Purchase Order (Purchase Order Entry) Purchase Order 850 Outbound X X X Purchase Order (Receipt of Invoice Entry) Receipt of Invoice 810 Inbound X X X Purchase Order (Receipt of Goods Entry) Receipt of Goods 856 Inbound X X X
- 12. The TrueCommerce solution for Sage 500 ERP fully integrates the most commonly used EDI documents leveraging the Sage 500 ERP application programming interface (API). The TrueCommerce modules within Sage 500 ERP provide great visibility and activity logging. Sage MAS 500 ERP Integration System Module Document EDI Doc # Direction Version 7.05 7.2 7.3 Accounts Receivable Sales Order 850 Inbound X X X Accounts Receivable Sales Invoice 810 Outbound X X X Accounts Receivable Shipment 856 Outbound X X X Accounts Payable Purchase Order 850 Outbound X X X Accounts Payable Purchase Receipt 810 Inbound X X X Optional Integration available for warehouse documents Accounts Payable Warehouse Order 940 Outbound X X X Accounts Payable Warehouse Receipt 945 Inbound X X X Endorsed Sage 500 ERP
- 13. Sage X3 Web-based integration to Sage X3. Built‐in process controls such as monitoring duplicate purchase orders and price verifications, ensure data integrity – reducing errors and minimizing chargebacks. Sage X3 Integration Detail EDI Document EDI Doc # Direction Sales (Web Service Integration) Sales Orders Purchase Order 850/875 Inbound Sales Invoices Invoice 810/880 Outbound Sales Order - Allocated Purchase Order Acknowledgement 855 Outbound Sales Delivery Advance Shipment Notice 856 Outbound Remote Warehouse (Web Service Integration) Sales Deliveries in an Open Status Warehouse Order 940 Outbound Sales Delivery Warehouse Receipt 945 Inbound Purchasing (File Integration) Purchasing Purchase Order Purchase Order 850 Outbound Purchasing Receipt of Goods Advance Shipment Notice 856 Inbound Purchasing Bill/Invoice Invoice 810 Inbound
- 14. Planning • Welcome Letter / Auto-Assignment • Kickoff Call / Project Plan • Installation of Transaction Manager Training • One on One Training • Online Training Material / Downloaded Materials • Training Videos Setup & Testing • Mapping of new EDI documents and partner • Configuration • Business System Testing • Trading Partner Testing • Label Testing Production • Move from Test to Production • Handoff to Support Implementation Stages 9/10/2015
- 16. Global Network Product Suite Unique next generation, global trading and business integration network Any-to-any capabilities Spanning both North America and Europe With available value added services and applications eInvoicing/ Supplier Portal ASN & Labeling Trading Partner Community Analytics & Reporting Supply Chain Hub TrueCommerce Global Network
- 17. CONTACT RKL ESOLUTIONS FOR PRICING, COMPATIBILITY AND A CONSULTING REVIEW FOR YOUR EDI NEEDS. EAST COAST WEST COAST GLANE@RKLESOLUTIONS.COM RROSELLI@RKLESOLUTIONS.COM 717.735.1492 717.735.9131
Editor's Notes
- #9: If you do EDI Today: TrueCommerce handles all the connectivity information for each of your trading partners. Regardless if it is Walmart, Target, HSN, Best Buy, or Costco.com, we handle all the network connections, leaving you focused on your business. This is also a money saver for our customer as the more volume you do with 1 solution, the bigger volume discounts you receive. If they not doing EDI: TrueCommerce handles all trading partner connectivity for your prospective customers. If you trade with a customer that requires a Direct AS2, or FTP, or VAN (Sterling, GXS, etc), a lot of companies use multiple EDI providers because they were unaware it could all be done by 1 company. TrueCommerce saves our customers time and money by
- #10: The TrueCommerce solution was designed to be both flexible and scalable. Let’s walk through a scenario with your first Partner “Wal-Mart” from them placing a purchase order all the way to sending that Purchase order into Sage 100 as a Sales Order. First, when Wal-Mart sends a purchase order, it gets picked up by our Trading Network which handles all the routing rules and delivery to ensure you receive your orders and reply confirming the order was received. Next, we compare Wal-Mart's X12 Template vs. the PO for structure validation. This happens before you ever receive your order and if there is a problem, our team is working with Wal-Mart to assist and have them resubmit. Once the transaction is mapped based on Wal-Mart's template, we use our Translator, Transaction Manager to convert the Raw EDI to a usable format. Lastly, we use our Integration Map to connect the PO to Sales Order Entry in Sage and import the order using the business logic built in Sage. This includes pricing validation, customer validation, item code validation & conversions. Our unique approach to EDI makes adding future trading partners so simple all with the same solution. When you need to add your next partner, you don’t need to worry about which network they use, how their mapping changes will impact the integration or that your provider is unable to handle future trading partners. TrueCommerce can accommodate new partners all within the same process without a lot of money, time and headaches.
- #15: A typical deployment for TrueCommerce is between 6-12 weeks depending on the number of documents, integration types, trading partner testing requirements, and responsiveness of parties. For the Global Crossing’s project, we anticipate a total implementation time of 2-4 months from start to finish. This would include 5 phases above and connecting you with your first few customers. To get the project started, we have a kickoff call that will help transition from our sales team into deployment. TrueCommerce ensures the implementation process is smooth by setting up a lot of the analysis up front to avoid Surprises during configuration.