improve your supply chain with acctivate & b2bgateway | b2bgateway co-hosted webinar
TRANSCRIPT
NORTH AMERICA // +1 (401) 491-9595EUROPE // +353 (0) 61 708533
AUSTRALIA // +61 2 8003 7584
IMPROVE YOUR SUPPLY CHAIN WITH
ACCTIVATE & B2BGATEWAY
B2BGATEWAY
FEBRUARY 10, 2016
“YOUR GLOBALEDI NETWORK”
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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TODAY’S AGENDA & PRESENTERS
1. What Is EDI?2. Where Does EDI Fit Into The Marketplace?3. EDI 753/754 & ASN And GS1-128 Label4. GS1-128 labels5. Popular Market Verticals6. EDI standards7. EDI and the Omni-Channel8. B2BGateway 9. Acctivate10. B2BGateway Fact Sheet11. Acctivate Fact Sheet12. Top 5 advantages of EDI13. Questions & Answers
Brad BeardenImplementation
ACCTIVATE
Louisa GoodingDirector of Sales &
Strategic RelationshipsB2BGATEWAY
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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B2BGATEWAY FACT SHEET
B2BGateway has been doing EDI since 1999, offering EDI and supply chain integrationsolutions to thousands of clients across the globe.
1999
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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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.
RETAILER
RETAILER
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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945
WHERE DOES EDI FIT INTO THE MARKETPLACE?
852(BOX STORE RETAILER)
(ONLINE RETAILER)
850
810
846
850
846
940
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
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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WHERE DOES EDI FIT INTO THE MARKETPLACE?
SUPPLY BOX STORE RETAILERS
ORDER FROM A MANUFACTURER
SUPPLY GOVERNMENT / FINANCE SECTOR
SELL THROUGH ONLINE MARKETPLACE
USE A THIRD PARTY LOGISTICS
SELL DIRECT ONLINE
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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EDI 753/754 & ASN AND GS1-128 LABEL
850
810
810
856
855
856
753
753
754
754
846
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
856
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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GS1-128 LABELS
GS1-128 labels are an outer label affixed to each carton and/orpallet and provide information about a particular shipment.This label will alert the trading partner about shipmentinformation such as who the vendor / supplier is, cartoncontent, store ship to location, etc., and is a mix of bothhuman readable as well as scan able information.
The GS1-128 label on every carton is scanned at its destinationlocation (e.g. trading partner central warehouse) andinformation usually is tied to an Advance Ship Notice (ASN)that has already been transmitted via EDI to the tradingpartner from the supplier.
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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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 Acctivate / QuickBooks / Intacct Protocols
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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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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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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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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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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AS2
VAN
FTP
FTPS
AS2 Server AS2 Software X-12 Ver. 5010Encryption Software
Annual LicensingSoftware Certification
VanSoftware
Mailbox Setup Mailbox Fees X-12 Ver.4040
Mapping Tools
Modem Phone
FTPServer
FTPSoftware
SoftwareCredential
X-12 Ver.4010
Mapping Tools
ConsultantFees
FTPSSoftware
EncryptionSoftware
SoftwareCertificate
X-12 Ver.3040
Mapping Tools
ConsultantFees
Consultant
Fees
Consultant
Fees
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.
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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AS2 Server AS2 Software X-12 Ver. 5010Encryption Software
Annual LicensingSoftware Certification
VanSoftware
Mailbox Setup Mailbox Fees X-12 Ver.4040
Mapping Tools
Modem PhoneFTP
ServerFTPSoftware
SoftwareCredential
X-12 Ver.4010
Mapping Tools
ConsultantFees
FTPSSoftware
EncryptionSoftware
SoftwareCertificate
X-12 Ver.3040
Mapping Tools
ConsultantFees
ConsultantFees
ConsultantFees
AS2
VAN
FTP
FTPS
B2BGATEWAY MAKES IT EASY…
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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Greater Accuracy by removing
need to re-key data
Greater Speed through electronic
communication
Integration with supply chain tools
such as ERP, WMS, 3PL
Faster Payment from your Trading
Partners
Environmentally Friendly - reduce reliance on paper
1. Greater Accuracy – Removing the need to re-key data greatly reduces the potential forhuman error.
2. Integration – EDI allows true integration withall relevant parties/systems in your supplychain: 3PL, WMS, ERP…..
3. Greater Speed – Electronic almost real timecommunications.
4. Faster Payments – EDI speeds up your ‘Orderto Payment’ cash cycle with you TradingPartners.
5. Environmentally Friendly – EDI removes theneed for paper and printing. This not alonehelps the environment but can drasticallyreduce your overall costs.
TOP 5 ADVANTAGES OF EDI
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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B2BGATEWAY CLIENT PORTAL
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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CLIENT PORTAL REPORTING - TRANSACTION REPORTS
Each B2BGateway client gets access to their unique B2BGateway Client Portal. Under thereports tab in the Client Portal the client can view all transactions over a given time period.B2BGateway can also email the client a daily transaction report if required.
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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CLIENT PORTAL 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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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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ACCTIVATE – OVERVIEW
Acctivate is the most feature-rich inventory management software for QuickBooks® and Intacct® that’s powerful, easy to use and affordable.
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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ACCTIVATE – EDI
Process all exported EDI Transaction Files in one window for all Trading Partners. Based on thecolor of the dots shown, the user will know if any warnings or errors exist in the files.
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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ACCTIVATE – EDI
For any warnings shown on screen, the user can update the data either with the B2B for re-export or directly in Acctivate. Once corrected, click Refresh to verify the transactions. ClickProcess creates the documents in Acctivate to be fulfilled.
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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ACCTIVATE – EDI
Acctivate will display all documents imported or exported based on the type of transaction.The user can Save Results or go ahead and Refresh to check for more transactions.
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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HERE’S WHAT OUR CUSTOMERS HAVE TO SAY…
Acctivate’s EDI integration saves literally hundreds of hours a year of manual entry in the system.”“
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Acctivate EDI is a very helpful and an easy module to utilize. Importing orders is done in the blink of an eye, no matter if there is one order to import or fifty.”
Since we do business with Walmart, Acctivate’s EDI integration is really helpful. Walmart sends over POs using EDI, we export the PO into Acctivate so we don’t need to key in every order. We use it almost every day.”
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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ACCTIVATE FACT SHEET
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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ACCTIVATE FACT SHEETAcctivate offers a robust and comprehensive solution for small to mid size businesses. In addition to EDI integration, Acctivate offers many features to help your business grow, including:
Barcoding and mobile
Bill of materials, kitting & assemblies
Landed cost
Lot and serial number control
Multiple location control
Shipping integration
Web store integration
& many more
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IMPROVE YOUR SUPPLY CHAIN WITH ACCTIVATE & B2BGATEWAYPRESENTED BY: B2BGATEWAY & ACCTIVATE
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Questions Anyone?
Call USA: +1 401 491 9595 (USA)Call Europe: +353 61 708533 (EU)Call Australia: +61 28003 7584 (AU)Web: www.B2BGateway.NetEmail: [email protected]
THANK YOU FOR WATCHING
Call: 817 870 1311Web: acctivate.comEmail: [email protected]: @Acctivate