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Profiles in successful edi integration to dynamics gp by data masons

Profiles in Successful EDI Integration to Dynamics GP by Data Masons

Presenters:

Glenn McPeak & Dennis Bruce


Your presenters
Your Presenters Data Masons

  • Glenn McPeak – Senior EDI Specialist25 Years of ERP/EDI Integration & Compliance Experience8 Years of GP ExperienceParticipated on Several Microsoft Dynamics Product Planning Committees

  • Dennis Bruce - Director of Business Development13 Years of Experience in the Microsoft Dynamics Channel Solution Expert for EDI & ERP Integration for Dynamics


Agenda
Agenda Data Masons

  • Introductions

  • Overview of the Challenges and Opportunities of EDI Integrations

  • Types of EDI Partner Relationships with GP – What is Possible?

  • Industry Specific Challenges

  • Customer Success Profile:

    Boundtree Medical (Partner: Socius 1)Tescom (Partner: Rich Solutions)Burgaflex (Partner: Summit Stream)National Geographic (Partner: Straight Arrow Consulting)


Overview of the challenges and opportunities of edi integrations
Overview of the Challenges and Opportunities of EDI Integrations

  • EDI Integration is Challenging. Why?

  • Inconsistencies in the Use of “standards”

  • Business Models are changing faster than software

  • Performance can make or break

  • It Might require invasive changes to GP or Expensive…

    But….

  • You can more easily change your business model

  • Business Document Integration can offer huge savings

  • Errors can be reduced dramatically

  • Processing can happen 24/7


Types of edi partner relationships with gp what is possible
Types of EDI Partner Relationships with GP – What is Possible?

  • Customers

  • Suppliers

  • Banks

  • Public Warehouses

  • Freight Companies

  • Documents – PO’s, Invoices, PO Acks, Product Catalogs, Address changes, messages, errors, all sorts of freight documents, inventory planning data and much more..

  • The beauty is it can all be checked and you can manage your process flow by exception


Boundtree medical partner socius 1
Boundtree Medical Possible?(Partner: Socius 1)

  • Large provider of medical products and controlled substances to hospitals and healthcare distributors

  • Migration from a legacy system to GP and Vantage Point EDI enabled them to redirect activities of 5 FTE’s

  • Thousands of transactions per day – Inbound and Outbound PO, Invoices, ASN’s, PO Acknowledgements

  • Manage by Exception

  • Able to manage their “authorized customer” management in Vantage Point before orders can be created for unauthorized products


Tescom partner rich solutions
Tescom (Partner: Rich Solutions) Possible?

  • Repairs Electronic Equipment for major Telecommunication Companies like Verizon and AT&T

  • Dynamics GP 2010

  • Integration of PO’s to RMA’s In GP

  • Outbound ASN’s and Invoices


Burgaflex partner summit stream
Burgaflex Possible? (Partner: Summit Stream)

  • Tier One Automotive Supplier – manufactures air conditioning and hydraulic hoses

  • Planning Schedules and Forecasts Inbound

  • PO’s Inbound

  • Outbound ASN’s with AIAG Labeling

  • Outbound Inventory Stock Information

  • Kanban driven replenishment


National geographic learning straight arrow consulting
National Geographic Learning Possible?(Straight Arrow Consulting)

  • Produces Books for Education Market

  • Completely Outsourced Logistics – EDI enabled

  • Customer and Supplier Facing EDI

  • EDI with GP so successful corporate parent is considering adoption of GP for other divisions


Edi inbound documents
EDI Inbound Documents Possible?

FTP, AS2, VAN, ETC.

GP Tables

Dynamics GP eConnect

Vantage Point EDI™

CustomTables / Fields

Maps Maintained By Data Masons or User/Partner


Edi outbound documents
EDI Outbound Documents Possible?

SQL View

FTP, AS2, VAN,ETC.

GP Tables

Vantage Point EDI™

Maps Maintained By Data Masons or User/ Partner

Or eConnect

CustomFields


Data masons software
Data Masons Software Possible?

  • Produces Books for Education Market

  • Completely Outsourced Logistics – EDI enabled

  • Customer and Supplier Facing EDI

  • EDI with GP so successful corporate parent is considering adoption of GP for other divisions


Contact information
Contact Information Possible?

Glenn McPeak

Tel:

866-575-1631 x902

Email: glenn.mcpeak@datamasons.com

Dennis Bruce

Tel:

866-575-1631 x951

Email: dennis.bruce@datamasons.com


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