2 GATEWAY ZS EDI FOR ACUMATICA · PDF file2 GATEWAY ZS EDI FOR ACUMATICA PRESENTED BY: B2BGATEWAY. ABOUT B2BGATEWAY B2BGateway has been doing EDI since

NORTH AMERICA // +1 (401) 491-9595EUROPE // +353 (0) 61 708533

AUSTRALIA // +61 2 8003 7584

B2BGATEWAY‘S EDI FOR

ACUMATICAB2BGATEWAY

SEPTEMBER 16, 2016

“YOUR GLOBALEDI NETWORK”

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B2BGATEWAY‘S EDI FOR ACUMATICAPRESENTED BY: B2BGATEWAY

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TODAY’S AGENDA & PRESENTERS

1. About B2BGateway2. Acumatica EDI Certification3. What Is EDI?4. Where Does EDI Fit Into The Marketplace5. What Makes B2BGateway Stand Out From The EDI Crowd?

- Built into Acumatica - Reporting Capabilities- Customer Service- Global EDI Standards- Accreditations & Awards- Clientele

6. How Much Does It Cost?7. B2BGateway Contact Information

Kent JordanBusiness Development

Representative

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ABOUT B2BGATEWAY

B2BGateway has been doing EDI since 1999, offering EDI and supply chain integrationsolutions to hundreds of Acumatica clients across the globe.

25,000+ trading partner

relationships

1999 $30-billion

invoices processed per

month

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ACUMATICA EDI CERTIFICATION

B2BGateway is the only Acumatica Certified and Customer Validated EDI Solution Provider.

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WHAT IS EDI? IT SOUNDS SIMPLE…

EDI (Electronic Data Interchange) is defined as the structured transmission of data betweenorganizations by electronic means. It is used to transfer electronic business documents suchas Purchase Orders, Invoices, Advance Shipping Notices (ASNs), and many more from onecomputer system to another, i.e. from one trading partner to another trading partner.

TRADING PARTNER

TRADING PARTNER

ACUMATICA USER

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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 (X12, EDIFACT, XML….)• EDI Communication Protocols (VAN, AS2, FTP…)• Integration with Acumatica

Protocols

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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, e.g. 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

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EDI STANDARDS

ANSI X12 – 850 (PURCHASE ORDER)

ISA*00* *00* *08*925485US00 *08*472103RI *141106*1211*:*00501*850011160*0*P*>GS*PO*925485US00*472103RI*20141106*1211*850011160*X*005010ST*850*0001BEG*00*SA*0453517993**20141106CUR*BY*USDREF*DP*00003REF*MR*0003REF*PD*JANFEAWK51REF*IA*472103030FOB*CC*OR*CHICAGO IL ILITD*05*15*****65DTM*038*20150123DTM*037*20150121DTM*063*20150128PID*S*08*VI*FLTD5*O****RETAIL LINK/ BBN9*L1*SPECIAL INSTRUCTIONSMTX**NO PRETICKETMTX**==============================IF MULTIPLE DESTINATIONS HAVEMTX**THE SAME SHIP DATE, PLEASE SHIP TO FURTHEST DESTINATIONMTX**FIRST AND CLOSEST DESTINATIONSLAST.MTX**CALL FOR DELIVERY APPOINTMENT 48 HOURS IN ADVANCE.MTX**==============================SUPPLIER WILL SHIP ALLMTX**MERCHANDISE IN ACCORDANCE WITHTHE CURRENT SHIPPING AND

EDIFACT – ORDERS (PURCHASE ORDER)

UNB+UNOA:3+5000119000006:14+5088942150030:14+110513:0510+360949++ORDERSUNH+1+ORDERS:D:96A:UN:EAN008BGM+220+LM73553272001 T+9DTM+137:20110513:102DTM+64:20110515:102NAD+DP+5000119007353::9++BALLYMUN PBLLOC+7+5000119007353::9NAD+SE+5088942150030::9++OLD IRISH CREAMERY CHEDDARNAD+BY+5000119000006::9++TESCO STORES LTDLIN+1++05391517715644:ENPIA+1+9629668:IN:92IMD+F++TU:::OAK SMOKED CHED 200GQTY+21:82.000QTY+59:12.000LIN+2++05391517715651:ENPIA+1+9629743:IN:92IMD+F++TU:::CHEDDAR WITH CHILLI 200GQTY+21:81.000QTY+59:12.000LIN+3++05391517715736:ENPIA+1+9629766:IN:92IMD+F++TU:::CHEDDAR WITH CRANBERRIESQTY+21:81.000QTY+59:12.000

TRADACOMS – ORDHDR (PURCHASE ORDER)

STX=ANAA:1+5000167000003:UK LTD+5088942150038:SUPPLIER PLC+120208:170512+ZZ0014 +ORDHDR+BMHD=1+ORDHDR:9TYP=0430+NEW-ORDERSSDT=5088942150038:987654+SUPPLIER PLC+THE FACTORY:ANYSTREET:ANYTOWN:ANYSHIRE:AN1 9ZZCDT=5000167000003+BOOTS UK LTD+BEAUTY & P.CARE:1 THANE RD:NOTTINGHAM NG90 1BSFIL=5+1+940601MTR=6MHD=2+ORDERS:9CLO=5000167100301:D82ORD=Q8521073::940601++NOLD=1+5012345000015+5012345100012+:1364537+12+100+54000+++TOOTHBRUSH FIRMOLD=2+5012345000022+5012345100029+:1364541+12+100+54000+++TOOTHBRUSH MEDOTR=2MTR=7MHD=3+ORDERS:9CLO=5000167100301:D82ORD=Q8521086::940601++NOLD=1+5012345000046+5012345100043+:1364595+12+50+54000+++TOOTHBRUSH SOFTOTR=1MTR=6MHD=4+ORDTLR:9OFT=2MTR=3MHD=5+ORDHDR:9

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POPULAR EDI COMMUNICATION PROTOCOLS

VAN: The VAN (value-added network) is simply a secure network where EDI documents can be exchangedbetween a business and its trading partners. An organization will be provided with a mailbox. Documentsare sent and received from there and the organization checks the mailbox periodically to retrieve itsdocuments.

AS2: Applicability Statement 2 is a specification about how to transport data securely and reliably over theInternet. Security is achieved by using digital certificates and encryption. AS2 is one of the most popularmethods for transporting data, especially EDI data over the Internet.

FTP: File Transfer Protocol is the commonly usedprotocol for exchanging files over the Internet. FTPby itself does not provide the security needed fordocument exchange with other companies over theInternet. More secure options sFTP or FTPS may bepreferred.

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INTEGRATION WITH ACUMATICA

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SO LET’S PUT ALL THAT TOGETHER…

Each trading partner specifies their required communication method and which documentsthey require to complete EDI transactions. This can make the EDI process very complex asillustrated below.

VAN

AS2

FTP

FTPS

AS2 Server

AS2 Software

X-12 Ver. 5010

Encryption Software

Annual Licensing

Software Certification

ConsultantFees

ConsultantFees

ConsultantFees

ConsultantFees

Modem Phone

VanSoftware

Mailbox Setup

Mailbox Fees

X-12 Ver.4040

Mapping Tools

FTPServer

FTPSoftware

SoftwareCredential

X-12 Ver.4010

Mapping Tools

FTPSSoftware

EncryptionSoftware

SoftwareCertificate

X-12 Ver.3040

Mapping Tools

ACUMATICA USER

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B2BGATEWAY MAKES IT EASY…

VAN

AS2

FTP

FTPS

AS2 Server AS2

Software X-12 Ver. 5010 Encryption

Software Annual Licensing Software

CertificationConsultant

Fees

ConsultantFees

ConsultantFees

Modem Phone

VanSoftware

Mailbox Setup

Mailbox Fees

X-12 Ver.4040

Mapping Tools

FTPServer

FTPSoftware

SoftwareCredential

X-12 Ver.4010

Mapping Tools

FTPSSoftware

EncryptionSoftware

SoftwareCertificate

X-12 Ver.3040

Mapping Tools

ConsultantFees

ACUMATICA USER

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WHERE DOES EDI FIT INTO THE MARKETPLACE?

820

852(BOX STORE RETAILER)

(ONLINE RETAILER)

850

810

846

850

846

846

846

852

855

3PL(THIRD PARTY LOGISTICS)

846

810

810

(FACTORY)

(SHOPPING CART)

820

(FINANCIAL INSTITUTION)

820 – Payment Remittance Advice

856 – Advanced Ship Notice

846 – Inventory Inquiry

850 – Outgoing PO / Incoming SO

852 – Product Activity Data

855 – P.O. Acknowledgement

860 – Purchase Order Change

940 – Warehouse Ship Order

945 – Warehouse Ship Advice

810 – Invoice

ACUMATICA USER

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WORKING WITH AMAZON

850

810

810

856

855

855

856

753

753

754

754

846846

860

860

GS1 – 128

LABEL

850

850

810 – INVOICE

850 – OUTGOING PO / INCOMING SO

855 – PURCHASE ORDER ACKNOWLEDGEMENT

860 – PURCHASE ORDER CHANGE REQUEST

856 – ADVANCE SHIP NOTICE

753 – REQUEST FOR ROUTING

754 – ROUTING INSTRUCTIONS

846 – INVENTORY INQUIRY/ADVICE

GS1 – 128 LABELS

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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 formatretailers in automating the supply chain with their suppliers.

GS1-128 labels are an outer label affixed to each carton and/or palletand provide information about a particular shipment. This label willalert the trading partner about shipment information such as who thevendor / supplier is, carton content, store ship to location, etc., and is amix of both human readable as well as scan able information.

The GS1-128 label on every carton is scanned at its destination location(e.g. trading partner central warehouse) and information usually is tiedto an Advance Ship Notice (ASN) that has already been transmitted viaEDI to the trading partner from the supplier.

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ONLINE RETAILERS & COMMERCEHUB

Most “Box Store Retailers” who also have online (.com) stores will use the CommerceHubplatform to transmit EDI documents. In this case, B2BGateway would communicate withCommerceHub first…

850 – Purchase Order [ Imported as Sales Order in Acumatica ]846 – Inventory Advice [ Outbound reflecting inventory levels ]810 – Invoice [ Outbound to your Trading Partner ]

ACUMATICA USER

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MANAGE YOUR EDI ACCOUNT WITH B2BGATEWAY CLIENT PORTAL

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CLIENT PORTAL FEATURES

In the Client Portal clients can view and manage their EDI relationships. Features include:

Business Intelligence such as Most Active Trading Partners, Documents Processed Per Day,Trading Partner Relationships Progress.

View and update company information. Contact support. View Trading Partners Status and add new Trading Partners. Reprocess EDI documents. Login to Cross Reference and WSS. View reports such as Transaction, Exception and/or Custom Reports.

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B2B DIFFERENCE BUILT INTO ACUMATICA DASHBOARD

When designing our Acumatica integration tool, we decided the user should never have toleave their Acumatica system so we built B2BGateway in!

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REPORTING - TRANSACTION REPORTS

Under the reports tab in the Client Portal the client can view all transactions over a given timeperiod. B2BGateway can also email the client a daily transaction report if required.

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REPORTING – FUNCTIONAL ACKNOWLEDGEMENT

A 997 is also known as aFunctionalAcknowledgement (FA).It lets the client know ifthe trading partner hasreceived and acceptedthe file. Receipt of a 997does not necessarilymean that the filecontains no errors.

Open Exception

Closed Exception

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.

Blank Field: A 997 has not yet been received from the Trading Partner or this is an “inbound” file.

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REPORTING - EXCEPTION REPORTS

If a client sees an Open Exception in the Transaction Report, they should open up theException Reports Section on their Client Portal. Here they will see files that have beenrejected by the trading partner and a reason as to why the were rejected. The client can thenfix these errors and re-send or contact B2BGateway support for help.

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MAPPING CAPABILITIES

B2BGateway’s maps are not hard codedand therefore offer much flexibility.

All incoming data is broken down intoindividual pieces that are individuallytagged and stored.

This allows B2BGateway to re-configureand re-build the data in whatevermanner or format is required by theclient.

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CUSTOMER SERVICE

B2BGateway has been providing excellentcustomer service to all of our clients, includingAcumatica and we will continue to do so in thefuture. B2BGateway has developed two newteams to help clients with setting up andmaintaining their trading partner relationships.

The teams consist of a dedicated Setup Teamfor the setup phase of the relationship andthereafter the Rapid Response Team (RRT) isavailable for any ongoing requests the clientmay have during the lifetime of therelationship.

Available Support

• Setup phase dedicated project manager with trading partner liaison executive to ensure we meet all current trading partner requirements.

• Rapid Response Support Team available for when issues need immediate attention.

• Support is available 24/7 all year long and in your time zone.

• These support features areincluded in the monthly feeat no extra cost.

24/7

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SUCCESS STORY – NZXT

• Founded by Johnny Hou and headquartered in Los Angeles, CA, the company is one of theleading manufacturers of computer cases, components, and accessories for the PC enthusiastmarket since 2004.

• After purchasing Acumatica’s cloud based ERP system from Collins Computing, the next step wasto find an EDI provider that could not alone give NZXT the EDI functionality that they needed, butalso a provider that could provide full, seamless integration with Acumatica.

• Today with the help of B2BGateway, NZXT automates the transmission of thousands ofdocuments and tens of thousands of SKUs (product lines) each and every month

• B2BGateway’s EDI solution removes the need for the NZXT staff to manually re-key data; this inturn leads to reduced errors, lower labor costs and faster payments from their customers

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ADVANTAGES OF B2BGATEWAY EDI FOR ACUMATICA Meet Customer Requirements: Acumatica users are able to

meet the supply contract requirements of all major Onlineand Box Store Retailers.

Integrate with 3PL’s Acumatica users are able to communicateeffectively and efficiently with their outsourced third partylogistics providers (3PL).

GS1-128 Labels B2BGateway can support the outer case GS1-128 barcode labels and Packing Slips that may be required bytrading partners.

CommerceHub B2BGateway can automate the flow of databetween Online Retailer Hubs such as CommerceHub andVendorNet

Full Communication Integration B2BGateway is a completecommunications hub can work with all data formats such asXML, CSV as well as the traditional EDI formats and standards.

Customization B2BGateway can customize solutions to meetthe individual Acumatica users needs

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SETUP FEES

Organizational Setup Fee

$750one time fee

RECURRING FEES

Basic Service Fee

$149/mo

EDI Transactional Fee

Fully managed 997 Functional Acknowledgement

B2BGATEWAYhas been providing excellent customer service to all of our

clients, including Acumatica users and we will continue to do so in

the future.

• Our pricing is posted on our website (b2bgateway.net/pricing.asp)

• All (318+) EDI X-12 Transaction sets are supported at one low price

• Free Cross Reference Tables• All mapping changes and upgrades

required included in standard fee.

PRICING

Trading Partner Fee

$600One time setup fee per trading partner

$0.06/SKU line

HOW MUCH DOES IT COST?

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Questions Anyone?

THANK YOU FOR WATCHINGCall USA: +1 401 491 9595 (USA)

Call Europe: +353 61 708533 (EU)

Call Australia: +61 28003 7584 (AU)

Web: www.B2BGateway.Net

Email: [email protected]