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Welcome!
Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel
Today’s Presenters
Kelly Hummel | Net@Work
Sage 300 Practice Director
Billy Ray Falce | HighJump TrueCommerce
Channels Sales Manager – EDI
Calum Greig | HighJump
Director of Technical Services - WMS
Supply Chain Accelerated
IMPROVING VENDOR
COMPLIANCE WITH A
SEAMLESSLY INTEGRATED
WMS AND EDI
Billy Ray Falce, EDI Channel Sales Development
Calum Greig, Director of Technical Services | WMS
WITH A CONNECTED PRODUCT PORTFOLIO
DesktopWeb Service Web Mobile
Trading
Community
eCommerce
Apps
Transportation
In & Out
Warehouse
Operations
Multi-Client
Operations
Store
Delivery
Store
Operations
Tracking/
Visibility
• Monitored Managed Network
• Hosted application
• Data stored by HighJump
• Tier 3 Data Hosting Facility
TECHNOLOGY & ARCHITECTURE
Web Based
CLOUD - BASED EDI BENEFITS
Benefits
– Solution, and data is hosted and maintained by TrueCommerce
– Accessible from anywhere
– No additional software or hardware is required to be installed,
creating a hassle-free environment and eliminates capital
investment
– No manual upgrades are required
– No need to back up data or worry about losing it
– Disaster recovery capabilities
TRANSACTION MANAGER WEB-BASED
Web-based EDI Translator
• Manages your EDI transactions through an intuitive web-based user interface
• Access from any supported browser
• 2,300+ Customers on the web-based version
Other Features
• EDIFACT support
• Ability to hide/remove unwanted EPP’s, BSP’s and ID’s
• Detailed error notifications from failed scheduled events
• Ability to update an address table from incoming documents
• Ability to use multiple “ship-from” addresses with web-based labeling
Labeling and Packing List capabilities
• Print from Transaction Manager if not using WMS or other shipping solutions
Connects directly with Sage 300
• Local installation required for integration connectivity
Automation
• Automate many of the general Transaction Manager tasks like exports and imports
Sage 300 Integration
SAGE 300 STANDARD INTEGRATION
Framework Integration
– Direct integrated transactions can be fully automated
– Integrates with Sage 300 via Transaction Manager Web-Based leveraging Sage 300’s SDK
• All Sage 300 Integrated Transaction can be fully automated
Item and Partner Sync
– Allows for easy association of Sage 300 data to EDI Partners and Sage 300 Items
Available Integrated Transactions
EDI Transaction Sage 300 Transaction
Inbound Purchase Orders (850875) Create OE Sales Order or Quotes
Outbound Invoices (810/880) OE Invoice or AR Invoice
Outbound Credit Invoices (810/880) Credit Invoice
Outbound Purchase Order Acknowledgments (855) OE Sales Order
Outbound Advance Ship Notice (856) OE Shipment
Outbound Warehouse Order (940) OE Order or OE Shipment
Inbound Warehouse Advice (945) OE Shipment creation or update
SAGE 300 SALES INTEGRATION
Sales Order Processing
– Create quotes or orders
– Duplicate purchase order check
 Based on PO and Sage 300 ship-to code
– Unit Price Verification
 Validates down to a customer/item based on price level
Invoices
– Process OE or AR invoices
– OE credit invoice
– Import based on invoice statuses
 Open or Day End Processed
 Incomplete/Complete/Not Included statuses
– Include/Exclude component support
Purchase Order Acknowledgements
– Created from a sales order
– Include/Exclude component support
TRUECOMMERCE SAGE 300 MODULES/ASNS
TrueCommerce Embedded Modules includes
– Trading Partner Settings, used to define the following:
• ASN Type per customer and Auto-Pack Template
• Set pack size for pure carton auto-pack
• Set shipment status to view/edit in Edit EDI Shipments
– Edit EDI Shipments
• Allows for packaging of Sage 300 Shipments
• Only needed if required to send ASNs
• Built in auto-pack capabilities
– Pure Carton or Mixed Carton Auto-Pack support
Advance Ship Notice
– Streamlines ASN creation
– Embedded TrueCommerce ASN Module
• Used for Shipping and packaging for creation of ASN
• Auto-pack capabilities for quick and automatic packaging
• Define mixed carton packaging rules
– Support No Pack, Pick and Pack and Standard ASNs
– Consolidated ASN Support
SAGE 300 INTEGRATION940 Warehouse Shipping Order
– Automate and communicate with your 3PL
– Create a Warehouse Order (940) from a Sage 300 OE Order or Shipment
– Import based on different statuses
• Open or Day End Processed
• Incomplete/Complete/Not Included statuses
– Include/Exclude component support
945 Warehouse Shipping Advice
– Create or Update an OE Shipment
– Creates a shipment in the TC ASN Module
– Automate the 945 to outbound 856
SAGE 300 WAREHOUSE INTEGRATION
ACCELLOSONE WMS – ASN INTEGRATION
ASN Manager is an extension of the WMS
• Manages the outbound ASN process
 Complete visibility to the shipment structure and
order details
 Allows for adjustments weight and shipment
details prior to sending out
• Adaptability layer allows personalization
 User-defined alerts
 User-defined data extensions
• ASN Integration Process with TrueCommerce
 ASN Manager will organize the shipment from the
WMS into a structure required by EDI
 An XML ASN file will be created by ASN Manager
 The file is picked up by Transaction Manager to
create the outbound ASN
TRANSACTION MANAGER WEB-BASED MIGRATION
Process to Migrate to Transaction Manager Web-based
– Work with your account manager to identify your needs
– See a demo of the new Sage 300 integration
– Migrate your Transaction Manager On-premise data to the cloud
 Migrations happens overnight
 Be able to use the web-based version of Transaction Manager
 Migrate up to 6 months of your live data
– Requires limited downtime
FULL CIRCLE CONSIDERATION
• There are a number of incredible capabilities within
the WMS, including a growing compliance library
• We are building a unified Suite including and
beyond:
– True Commerce Manager
– A1WMS
– A1Ship
– A1ASN Manager
– Multiple integration Solutions & maps
– much more that enable you to fine tune
• Generates true full circle consideration in design
• WMS Services is ramping up interactions with
the True Commerce team
– More immediate internal access to EDI & WMS
knowledge
– Improved comprehension introduced to each team
– Repetitive interaction
– Faster responsiveness & engagement by being internal
– Common & shared language
– Shared sites - reference for logic
– We invest in one base, then build upon that base again
and again
HIGHJUMP TEAMS SYNERGIZE
PRE-CONSIDERED ADDITIONAL
REQUIREMENTS
• Standardized Integration & Mapping documents
– AccellosOne WMS ERP Integration Transactions Outline 2015-Q2.pdf
– ASNManager_XML Output Mapping.pdf
• Packslips with notes - large fields - added in 64.01
– We added 25 UDF's to our key downloads
– We Extended field widths on numerous fields
• Field shifting or conditional logic updates
– Xlat (translations) on variables in download
– Custom field mapping partially standardized
• cust_xref/special instruct 7
COMPLIANCE LABEL IMPLICATIONS IN
THE WMS
• Compliance demands can actually dictate Warehouse process
• Human Readable Elements might be required on a label
– Pro Bill #
– SCAC/Ship_via & Service
– Product
– Style
– QTY
• Count of cartons on label
– N of M
• Pre Pick Label data array
• Post pick Label data array
PARTNER RECOMMENDATIONS
• We are your partners and advise accordingly
– Compliance fines generate revenue for the stores
– Compliance elements on printed labels are not always required
• Guides will state that elements are required
• Exceptions can be made - Ask if you have volume to manage an exception
– Example accurate weight on a Carrier label
– Some Values can be hardcoded – since always static
– Question a human readable value on a label that affects your process
• You need to inquire, we can’t do it for you
– Be open to varying operational flows based on compliance requirements
• We can handle multiple business flows
WMS COMPLIANCE LABEL LIBRARY
• Growing Compliance Label library
• Pooling resources
• Rolling out new shared sites
• Leveraging A1PM
– Training you how to vs. let me do it for you
– Easy to tweak & add labels
• Interesting how there are so many variances of one label
– Posting for easy access - so we can share them
• Label XML
• Image to view layout for that file
WMS COMPLIANCE PACKSLIP LIBRARY
• Growing Compliance Packslip Library
• Leveraging A1PM & SSRS reports
– Again - Training you how to vs. let me do it for you
• We are glad to develop the reports, but goal is to empower if possible
– Easy to tweak & Add Reports
• Leverage standard SSRS report developing skills
– Posting, so we can share them
• Barcodes on SSRS reports - requires an add-on
– Neodynamics or alternative
ANY QUESTIONS?
Please type in
your questions
THANK YOU FOR ATTENDING!
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
Connect with
Kelly Hummel | Net@Work
Sage 300 Practice Director
Phone: 800.719.3307
khummel@netatwork.com

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Seamlessly Integrated WMS & EDI for Improved Vendor Compliance

  • 1. Start Time: 2:00pm EST Live Webinar Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your microphone or computer speakers. Welcome!
  • 2. Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
  • 3. Today’s Presenters Kelly Hummel | Net@Work Sage 300 Practice Director Billy Ray Falce | HighJump TrueCommerce Channels Sales Manager – EDI Calum Greig | HighJump Director of Technical Services - WMS
  • 4. Supply Chain Accelerated IMPROVING VENDOR COMPLIANCE WITH A SEAMLESSLY INTEGRATED WMS AND EDI Billy Ray Falce, EDI Channel Sales Development Calum Greig, Director of Technical Services | WMS
  • 5. WITH A CONNECTED PRODUCT PORTFOLIO DesktopWeb Service Web Mobile Trading Community eCommerce Apps Transportation In & Out Warehouse Operations Multi-Client Operations Store Delivery Store Operations Tracking/ Visibility
  • 6. • Monitored Managed Network • Hosted application • Data stored by HighJump • Tier 3 Data Hosting Facility TECHNOLOGY & ARCHITECTURE Web Based
  • 7. CLOUD - BASED EDI BENEFITS Benefits – Solution, and data is hosted and maintained by TrueCommerce – Accessible from anywhere – No additional software or hardware is required to be installed, creating a hassle-free environment and eliminates capital investment – No manual upgrades are required – No need to back up data or worry about losing it – Disaster recovery capabilities
  • 8. TRANSACTION MANAGER WEB-BASED Web-based EDI Translator • Manages your EDI transactions through an intuitive web-based user interface • Access from any supported browser • 2,300+ Customers on the web-based version Other Features • EDIFACT support • Ability to hide/remove unwanted EPP’s, BSP’s and ID’s • Detailed error notifications from failed scheduled events • Ability to update an address table from incoming documents • Ability to use multiple “ship-from” addresses with web-based labeling Labeling and Packing List capabilities • Print from Transaction Manager if not using WMS or other shipping solutions Connects directly with Sage 300 • Local installation required for integration connectivity Automation • Automate many of the general Transaction Manager tasks like exports and imports
  • 10. SAGE 300 STANDARD INTEGRATION Framework Integration – Direct integrated transactions can be fully automated – Integrates with Sage 300 via Transaction Manager Web-Based leveraging Sage 300’s SDK • All Sage 300 Integrated Transaction can be fully automated Item and Partner Sync – Allows for easy association of Sage 300 data to EDI Partners and Sage 300 Items Available Integrated Transactions EDI Transaction Sage 300 Transaction Inbound Purchase Orders (850875) Create OE Sales Order or Quotes Outbound Invoices (810/880) OE Invoice or AR Invoice Outbound Credit Invoices (810/880) Credit Invoice Outbound Purchase Order Acknowledgments (855) OE Sales Order Outbound Advance Ship Notice (856) OE Shipment Outbound Warehouse Order (940) OE Order or OE Shipment Inbound Warehouse Advice (945) OE Shipment creation or update
  • 11. SAGE 300 SALES INTEGRATION Sales Order Processing – Create quotes or orders – Duplicate purchase order check  Based on PO and Sage 300 ship-to code – Unit Price Verification  Validates down to a customer/item based on price level Invoices – Process OE or AR invoices – OE credit invoice – Import based on invoice statuses  Open or Day End Processed  Incomplete/Complete/Not Included statuses – Include/Exclude component support Purchase Order Acknowledgements – Created from a sales order – Include/Exclude component support
  • 12. TRUECOMMERCE SAGE 300 MODULES/ASNS TrueCommerce Embedded Modules includes – Trading Partner Settings, used to define the following: • ASN Type per customer and Auto-Pack Template • Set pack size for pure carton auto-pack • Set shipment status to view/edit in Edit EDI Shipments – Edit EDI Shipments • Allows for packaging of Sage 300 Shipments • Only needed if required to send ASNs • Built in auto-pack capabilities – Pure Carton or Mixed Carton Auto-Pack support Advance Ship Notice – Streamlines ASN creation – Embedded TrueCommerce ASN Module • Used for Shipping and packaging for creation of ASN • Auto-pack capabilities for quick and automatic packaging • Define mixed carton packaging rules – Support No Pack, Pick and Pack and Standard ASNs – Consolidated ASN Support
  • 13. SAGE 300 INTEGRATION940 Warehouse Shipping Order – Automate and communicate with your 3PL – Create a Warehouse Order (940) from a Sage 300 OE Order or Shipment – Import based on different statuses • Open or Day End Processed • Incomplete/Complete/Not Included statuses – Include/Exclude component support 945 Warehouse Shipping Advice – Create or Update an OE Shipment – Creates a shipment in the TC ASN Module – Automate the 945 to outbound 856 SAGE 300 WAREHOUSE INTEGRATION
  • 14. ACCELLOSONE WMS – ASN INTEGRATION ASN Manager is an extension of the WMS • Manages the outbound ASN process  Complete visibility to the shipment structure and order details  Allows for adjustments weight and shipment details prior to sending out • Adaptability layer allows personalization  User-defined alerts  User-defined data extensions • ASN Integration Process with TrueCommerce  ASN Manager will organize the shipment from the WMS into a structure required by EDI  An XML ASN file will be created by ASN Manager  The file is picked up by Transaction Manager to create the outbound ASN
  • 15. TRANSACTION MANAGER WEB-BASED MIGRATION Process to Migrate to Transaction Manager Web-based – Work with your account manager to identify your needs – See a demo of the new Sage 300 integration – Migrate your Transaction Manager On-premise data to the cloud  Migrations happens overnight  Be able to use the web-based version of Transaction Manager  Migrate up to 6 months of your live data – Requires limited downtime
  • 16. FULL CIRCLE CONSIDERATION • There are a number of incredible capabilities within the WMS, including a growing compliance library • We are building a unified Suite including and beyond: – True Commerce Manager – A1WMS – A1Ship – A1ASN Manager – Multiple integration Solutions & maps – much more that enable you to fine tune • Generates true full circle consideration in design
  • 17. • WMS Services is ramping up interactions with the True Commerce team – More immediate internal access to EDI & WMS knowledge – Improved comprehension introduced to each team – Repetitive interaction – Faster responsiveness & engagement by being internal – Common & shared language – Shared sites - reference for logic – We invest in one base, then build upon that base again and again HIGHJUMP TEAMS SYNERGIZE
  • 18. PRE-CONSIDERED ADDITIONAL REQUIREMENTS • Standardized Integration & Mapping documents – AccellosOne WMS ERP Integration Transactions Outline 2015-Q2.pdf – ASNManager_XML Output Mapping.pdf • Packslips with notes - large fields - added in 64.01 – We added 25 UDF's to our key downloads – We Extended field widths on numerous fields • Field shifting or conditional logic updates – Xlat (translations) on variables in download – Custom field mapping partially standardized • cust_xref/special instruct 7
  • 19. COMPLIANCE LABEL IMPLICATIONS IN THE WMS • Compliance demands can actually dictate Warehouse process • Human Readable Elements might be required on a label – Pro Bill # – SCAC/Ship_via & Service – Product – Style – QTY • Count of cartons on label – N of M • Pre Pick Label data array • Post pick Label data array
  • 20. PARTNER RECOMMENDATIONS • We are your partners and advise accordingly – Compliance fines generate revenue for the stores – Compliance elements on printed labels are not always required • Guides will state that elements are required • Exceptions can be made - Ask if you have volume to manage an exception – Example accurate weight on a Carrier label – Some Values can be hardcoded – since always static – Question a human readable value on a label that affects your process • You need to inquire, we can’t do it for you – Be open to varying operational flows based on compliance requirements • We can handle multiple business flows
  • 21. WMS COMPLIANCE LABEL LIBRARY • Growing Compliance Label library • Pooling resources • Rolling out new shared sites • Leveraging A1PM – Training you how to vs. let me do it for you – Easy to tweak & add labels • Interesting how there are so many variances of one label – Posting for easy access - so we can share them • Label XML • Image to view layout for that file
  • 22. WMS COMPLIANCE PACKSLIP LIBRARY • Growing Compliance Packslip Library • Leveraging A1PM & SSRS reports – Again - Training you how to vs. let me do it for you • We are glad to develop the reports, but goal is to empower if possible – Easy to tweak & Add Reports • Leverage standard SSRS report developing skills – Posting, so we can share them • Barcodes on SSRS reports - requires an add-on – Neodynamics or alternative
  • 23. ANY QUESTIONS? Please type in your questions
  • 24. THANK YOU FOR ATTENDING! 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Connect with Kelly Hummel | Net@Work Sage 300 Practice Director Phone: 800.719.3307 khummel@netatwork.com