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EDI. Agenda. EDI Communications with NAV The Standard 800 Series The 900 Series – Warehouse and Intercompany Transactions Vendor EDI The 200 Series – Freight EDI Less Frequently Used 800 Docs Other Options Hosted EDI Supplier Point of Sale Analysis Recent Trends.

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agenda
Agenda
  • EDI Communications with NAV
  • The Standard 800 Series
  • The 900 Series – Warehouse and Intercompany Transactions
  • Vendor EDI
  • The 200 Series – Freight EDI
  • Less Frequently Used 800 Docs
  • Other Options
  • Hosted EDI
  • Supplier Point of Sale Analysis
  • Recent Trends
edi communications within nav
EDI Communications within NAV
  • Who’s already using EDI?
  • EDI Options:
    • Lanham
    • Lanham + SPS Commerce – a hosted solution
    • 3rd Party Software
    • Other hosted service providers (ex: GXS, Redtail, DataMasons)
lanham
Lanham
  • Pros:
      • Eliminates the need for other translation tools
      • No more double entry of documents in multiple systems
      • The Lanham piece can be / has been updated with food specific functionality
      • JF library and internal expertise continues to grow
      • Control resides with customer
  • Cons:
      • Control resides with customer
      • Communication piece must be handled by a third party
          • FTP scripts
          • Cleo Lexiom
      • User interface could be more appealing
lanham justfooderp
Lanham & JustFoodERP
  • IB product offerings use the EDI solution built by Lanham & Associates as its core EDI platform.
  • ANY EDI transaction can be mapped into the system
  • Only specific transactions have functionality already built into the platform…
the standard 800 series
The Standard 800 Series
  • 850 - Inbound Purchase Order
    • creates a NAV Sales Order document
  • 875 - Inbound Purchase Order (Grocery)
    • creates a NAV Sales Order document
  • 810 - Outbound Sales Invoice
    • sent from a NAV Posted Sales Invoice document
  • 880 - Outbound Sales Invoice (Grocery)
    • sent from a NAV Posted Sales Invoice document
watch out
Watch Out…
  • Cross References
  • EDIout (totaling) requirements
  • EDIout field requirements
  • Barcode cross references may not need UOM references
  • Missing / Changing TP Specs
  • Change Management
the 900 series warehousing intercompany transactions
The 900 Series – Warehousing & Intercompany Transactions
  • 943 - Warehouse Stock Transfer Shipment Advice
    • Sent from a NAV Purchase Order or Transfer Order document
    • This transaction informs a location/warehouse to expect a receipt of product
    • Supports Warehouse Receipt documents
    • Can send up to 10 unique lot/serial no. combinations (with quantity per combination) per document line
  • 944 - Warehouse Stock Transfer Receipt Advice
    • Updates a NAV Purchase Order or Transfer Order document
    • This transaction updates the NAV document with the product information that was actually received at the location/warehouse
    • Supports Lot and Serial No. tracking (eg. creates Item Tracking when required)
    • Supports Warehouse Receipt documents (eg. updates a warehouse receipt line if required)
the 900 series warehousing intercompany transactions1
The 900 Series – Warehousing & Intercompany Transactions
  • 940 - Warehouse Shipping Order
    • Sent from a NAV Sales Order or Transfer Order document
    • This transaction informs a location/warehouse to make a shipment of product
  • 945 - Warehouse Shipping Advice
    • Updates a NAV Sales Order or Transfer Order
    • Is the response to the 940 transaction
    • This transaction updates the NAV document with the product information that was actually shipped from the location/warehouse
    • Supports Lot and Serial No. tracking (eg. creates Item Tracking when required)
    • Supports Warehouse Shipment documents (eg. updates a warehouse shipment line if required)
watch out1
Watch Out…
  • Warehouse Lot Requirements
    • One to many & Many to one relationships
    • Necessary Re-class
the 900 series warehousing intercompany transactions2
The 900 Series – Warehousing & Intercompany Transactions
  • 947 - Warehouse Inventory Adjustment Advice
    • creates a NAV EDI Inventory Adjustment document
    • this transaction posts through as Physical Inventory Journal lines in NAV
    • supports Lot and Serial No. tracking
  • Other intercompany docs:
      • 850 - Inbound Purchase Order (Intercompany)
        • creates a NAV Intercompany Sales Order document
      • 850 - Outbound Purchase Order (Intercompany)
        • sent from a NAV Intercompany Purchase Order document
vendor edi
Vendor EDI
  • 850 - Outbound Purchase Order
    • sent from a NAV Purchase Order document
  • 810 - Inbound Vendor Invoice
    • Updates purchase order header and lines; primarily with qty to invoice and dollar amounts.
  • 855 - Purchase Order Confirmation
    • Updates Purchase Order header and lines; primarily with quantity to receive, and shipment method details
the 200 series freight edi
The 200 Series – Freight EDI
  • 204 - Motor Carrier Load Tender Transaction
    • Outbound document used to offer (tender) a shipment to a load carrier; including scheduling, item and shipment details.
    • Generated en masse, using the data from the logistics run document.
    • Supporting details coming from warehouse shipments.
  • 214 - Transportation Carrier Shipment Status
    • Inbound document, received from the load carrier to provide shippers with the status of shipments, including planned appointment dates, times and locations
    • Updates details on the logistics run header and lines.
the 200 series freight edi1
The 200 Series – Freight EDI
  • 210 - Motor Carrier Freight Details and Invoice
    • Inbound document providing freight invoice details
    • Updates the NAV Freight Reconciliation document
    • Subsequently creating a purchase invoice that would apply item charges to items on the referenced shipments
    • Limited functionality depending on variability of data received
the 200 series freight edi2
The 200 Series – Freight EDI
  • Watchout..
      • Trouble with consistency and priority:
      • What document is being used to identify a shipment to your carriers?
      • Is this the same document that is identified on the invoice?
      • How are your charges broken out on your freight invoices?
          • By distance?
          • By weight?
          • By Pallet?
      • How many different types of charges do you have?
less frequently utilized 800s
Less Frequently Utilized 800s
  • 856 - Advanced Shipment Notice (ASN)
    • Sent from a Bill of Lading document
    • Requires the E-Ship granule from Lanham & Associates
  • 857 - Shipping and Billing Notice
    • provides the recipient of a shipment with data for both receipt planning and payment generation.
    • The Trading Partner will receive information including Shipment level, Order level, Pallet level, Carton level, and Item level information as well as the additional invoice detail.
    • It is basically a way to reduce the redundancy of the 856 and 810 by combining them in one document.
less frequently utilized 800s1
Less Frequently Utilized 800s
  • 812 - Credit/Debit Adjustment
    • creates a NAV EDI A/R Adjustment document
    • this transaction posts through to the Customer Ledger as sales journal entries
  • 823 - Lockbox (eg. Bank Deposit)
    • creates a NAV Bank Deposit Worksheet
    • this transaction is processed through to a NAV Bank Deposit transaction
  • 882 - Direct Store Delivery Summary Information
    • provides a summary of sales invoices without product details
  • 810 Credit Memo
    • Requires additional granule (EDI Extended Doc Handling - 14000380)
less frequently utilized 800s2
Less Frequently Utilized 800s
  • 867 - Product Transfer and Resale Report
    • Incorporated with new ‘Extended Sales’ functionality
      • Creates a historical Posted Invoice document (without hitting customer or item ledgers)
      • Calculates Rebates and Commissions just like regular Sales Order posting
      • If there is a Sold-By Customer No., and the Credit Sold-By Customer flag is set, two sales journal lines are posted for the External Sale amount:
      •   a. A Credit to the Sold-By Customer
      •   b. An Invoice to the Bill-To Customer
      • Supports periodic Commission and Rebate calculations
less frequently utilized 800s3
Less Frequently Utilized 800s
  • 820 (outbound)
    • An X12 820 Purchase Payment Advice is sent to a supplier when payment is made, especially in the case of an EFT (electronic funds transfer).
    • This document provides suppliers the ability to reconcile which invoices have been paid in full for any given payment.
  • 846 (Inventory Advice outbound)
    • An X12 846 Inventory Advice allows suppliers to report their product’s inventory information to their Trade Partner(s).
less frequently utilized 800s4
Less Frequently Utilized 800s
  • 860 (PO change Request)
    • Used by the buyer to request a change to previously submitted purchase order (850)
    • Creates a sales quote to hold change details pertaining to an order
    • Handles increased, decreased quantity transmissions (+- x), quantity replacements and deletions
  • Event Notifications
    • Built off of SMTP foundation in NAV
    • Sends email notifications on send or receipt of EDI docs with error
    • Saves manual check of EDI doc status
    • Can be used in other areas of NAV
other options
Other Options?
  • Vantage Point EDI
  • No document or transaction fees
  • Built on MS SQL server
  • .Net development tools
other options1
Other Options?
  • RedTail EDI
  • Hosted Solution
  • Limited NAV integration experience ($ per additional doc)
  • Xml interface
hosted edi
Hosted EDI
  • Problem: Resource dedication to EDI
  • EDI as a Business Service; things to consider:
      • Which option is more expensive to purchase, implement and maintain?
      • Which is easier/faster to implement?
      • Which offers the most reliable, responsive and timely post-production support model?
  • IB has partners with SPS commerce to offer a hosted EDI solution
slide28

Retailer #1

EDI PO

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ADAPTER

V4010

VAN

V4010

VAN

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APP MAP

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Retailer EDI

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Retailer #2

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Biz Rules

EDI PO

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V5010

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Biz Rule Examples:

Item Cross Reference

Location Cross Reference

Any turn-around data not stored in ERP

V5030

FTP

Retailer #3

V5030

FTP

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EDI PO

webforms
Webforms
  • Webforms
    • An online way to send and receive human readable EDI documents
  • Advantages
    • For documents that don’t “need” to be integrated with NAV can be compliant on Webforms
    • Backup system if documents can’t be viewed through NAV
    • For speedy compliancy requirements, Webforms can be up and running in 5 business days
    • Visibility and reporting remotely on inbound PO’s etc.
sps supplier pos analysis
SPS – Supplier POS Analysis
  • Trading Partner Intelligence
  • Based on receipt of the 852
  • Spend more time analyzing the business as opposed to collecting data
  • Identify product performance across retailers
  • Identify sales trends
  • Predict orders
  • Assist in business and inventory plans
sps supplier pos analysis3
SPS – Supplier POS Analysis
  • Consolidated views of consumer and product trends across retailers
  • Automatic reports e-mailed to you to help you stay top of business trends
  • Detailed item and store-level sell-through details available online from any location with Internet access
  • Customizable views and item categories for use across all your retailers
  • Quick and easy comparisons across retailers and categories
recent trends
Recent Trends
  • 856 – Spartan Stores
  • 870 Order Status Report – Walgreens
  • Support for Read Only Documents
  • 879 Price Information– Dot Foods
  • iTrade & FoodLink