electronic data interchange - customer...electronic data interchange - customer dxc eclipse fact...
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DXC Eclipse | Fact Sheet
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EDI is a well-proven business tool for lowering costs, improving business efficiency, speed and accuracy. DXC EDI enables companies to easily setup, send/receive and manage messages with their EDI trading partners, all within Microsoft Dynamics 365 for Operations.
Powerful functionality extends Microsoft Dynamics 365:
• Receive, create and process Customer EDI documents as D365 transactions
• Process D365 transactions and send to Customers as EDI documents
• Trading partners are created and managed within D365 and linked to valid
customers EDI data available on D365 transactions (i.e.. Sales order line details)
• Effortlessly navigate from EDI incoming and outgoing files to applicable D365
transaction
• Store codes field on Customer address
Benefits
• Natively integrated with
Microsoft Dynamics 365
• Trading partners setup within
D365 and linked to applicable
customers
• Reduce administration costs
and user errors
• Ability to define error control
• Various communication
method options
Expand your business efficiency with DXC Electronic Data Interchange for Microsoft Dynamics 365.
for Microsoft DynamicsDXC Electronic Data Interchange (EDI)
Electronic Data Interchange - Customer
DXC Eclipse | Fact Sheet
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Features:
• Various communication methods available
Setup connection details and credentials as well as incoming and outgoing paths for Production and Test environments.
FTP, Azure, Cloud blob storage
• Flexible setup options by trading partner
Define document types and templates for each trading partner
Easily configure validation profiles for error handling per document type and trading partner.
Manage error documents via workspaces or staging forms
Outbound filename can be built assigned using D365 embedded fields from the trigger transaction
• Customer
Create new sales orders or release against an agreement/blanket order
Option to use system price or customer price within allowed variance values for each EDI customer
D365 delivery date control based on requested receipt date applied to Sales orders with validation tolerance
Inventory dimensions can be specified on inbound file lines and D365 transaction processed accordingly
Option to put Sales order on hold based on Purchase Order Confirmation (POC) and/or Purchase Order Acceptance (POA) settings
Ability to send ASN per delivery note or consolidate per consignment note
Trading partner
Setup Customer trading partner
Incoming documents: Defines the
incoming EDI document types that
have been configured and enabled
for the trading partner. It brings
the document template, mappings,
validation profiles and setting
profiles together along with a file
mask for importing to enable the
document for the trading partner.
Outgoing documents: Defines the
outgoing EDI document types that
have been configured and enabled
for the trading partner. It brings the
document template and mappings
together with the settings profiles to
enable the document for the trading
partner
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Document types
Various document types are
available in DXC EDI - Customer
for D365.
Easily define templates, settings/
parameters, validation profiles, field
metadata and outbound filenames
and assign to Customers on Trading
Partner setup.
Receive purchase order, sales
agreements or releases from
Customer and send optional
acknowledgement for quantity,
price and delivery dates.
Send advanced shipping
notification (ASN) and sales invoice.
Document mapping
For Text documents specify the
columns within the file that are
to be mapped to D365. Can also
set static values for outbound
documents.
Function: Option to apply any
of the following functions to the
mapping, dependent on the type
of field.
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Document setting profiles
Easily configure business process
logic for each document and trading
partner.
Purchase Order (PO)
Easily configure business logic parameters such as:
• Item Id source: our item number, external item number, GTIN or barcode
• Price includes tax (Y/N)
• Use customer price (Y/N)
• Maximum positive and negative price variance
Purchase agreement
• Create release order without blanket order: yes, no or warning
• Duplicate tolerance on customer order number: accept, error or update existing
Purchase Order Acknowledgement (POA)
• Lock order for POA (Y/N): sales order can’t be processed until POA has been
sent
• Safety level of sales order if POA has been sent: none, warning or locked
• Purchase order confirmation (POC) required (Y/N)
Acknowledgement
• Set defaults for automatic POA
• Set default response codes
Advanced Shipping Notification (ASN)
• Single/Consolidated packing slip
• Part/Full shipment identifier
• Date source: header or lines
• Date strategy: earliest or latest
Sales order:
• Delivery date: Customer order’s requested receipt date doesn’t fall within D365
delivery date control calculation.
• Minimum/maximum quantity: Customer order’s quantity doesn’t comply to
item’s minimum and maximum quantity.
• Sales price: Customer order’s price doesn’t comply to trade agreement and,
where applicable, allowed sales price variation.
• Sales unit: Customer order’ unit doesn’t equal item’s sales unit.
Document validation profiles
Validation profiles are groups of
business validation rules that can be
applied to a trading partner. They
provide the ability to set variable
tolerances on various aspects of the
documents business process.
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Workspace
Review and manage errors via
Workspace or staging forms.
Managing files
View/manually import Inbound or
export Outbound files. Ability to
view original file as attachment.
Alternatively manually process
Inbound to Staging or Send
Outbound files.
Outbound File Names
The module allows per document
type many different file name
masks to be configured and one to
be specified on the trading partners
setup.
A file name mask can have
information from fields within the
document embedded so file name
uniqueness and readability can be
achieved.
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Staging forms
Inbound and Outbound files written
to Staging forms. Ability to navigate
to target transaction or re-process
error document.
View error text per document.
Batch control
Automate your EDI processing by
utilizing D365 batch control by
Company.
T: +61 2 9279 3000 www.dxc.technology/au/eclipse
About DXC Technology
DXC Technology (DXC: NYSE) is the world’s leading independent, end-to-end IT services company, serving nearly 6,000 private and public-sector clients from a diverse array of industries across 70 countries. The company’s technology independence, global talent and extensive partner network deliver transformative digital offerings and solutions that help clients harness the power of innovation to thrive on change. DXC Technology is recognized among the best corporate citizens globally. For more information, visit www.dxc.technology.
0XX-0000XXX. Month 20XX© 2018 DXC Technology Company. All rights reserved.
DXC Eclipse | Fact Sheet
The right partnerships
DXC Product Lifecycle Management is available from DXC Eclipse, a practice
within DXC Technology.
DXC Eclipse helps enterprise and mid-market companies accelerate digital
transformation, solve business challenges and deliver intelligent solutions that make
a difference for clients, employees and partners. We believe in delivering expertise,
project transparency and excellent customer service in every engagement. With
team members in North America, EMEA, Asia and Australia-New Zealand, we are
uniquely positioned to deliver Microsoft Dynamics 365, ERP, CRM, business process,
analytics and collaboration solutions to clients across the globe. The largest
independent Microsoft Dynamics partner in the world, DXC Eclipse serves more than
4,000 clients across multiple industries. Our practice delivers services and solutions
that make a positive impact on our world today and into the future.