Profiles in successful edi integration to dynamics gp by data masons
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Profiles in Successful EDI Integration to Dynamics GP by Data Masons. Presenters: Glenn McPeak & Dennis Bruce. Your Presenters.

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Profiles in Successful EDI Integration to Dynamics GP by Data Masons

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Profiles in Successful EDI Integration to Dynamics GP by Data Masons

Presenters:

Glenn McPeak & Dennis Bruce


Your Presenters

  • 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

  • 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

  • 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?

  • 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)

  • 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)

  • 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)

  • 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)

  • 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

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

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

  • 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

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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