EDI FOR MYOB ADVANCED - B2BGateway.NetCertificate X-12 Ver. 3040 Mapping Tools Consultant Fees. 2...
Transcript of EDI FOR MYOB ADVANCED - B2BGateway.NetCertificate X-12 Ver. 3040 Mapping Tools Consultant Fees. 2...
NORTH AMERICA // +1 (401) 491-9595EUROPE // +353 (0) 61 708533
AUSTRALIA // +61 2 8003 7584
“YOUR GLOBALEDI NETWORK”
EDI FOR MYOB ADVANCED
B2BGATEWAY
MARCH 28, 2017
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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TODAY’S AGENDA & PRESENTERS
1. About B2BGateway2. What Is EDI?3. Where Does EDI Fit Into The Marketplace4. Third Party Logistics (3PL) EDI5. GS1-128 Labels6. Online Retailers and eCommerce Platforms7. Popular Market Verticals8. Global EDI Standards9. Built Into The MYOB Advanced Dashboard10. Transaction and Exception Reports11. Customer Service12. How can B2BGateway Help You Close the Sale?13. How Much Does It Cost?14. B2BGateway Contact Information
Dante Dell’AgneseAU Sales Director
B2BGATEWAY
TBC
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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ABOUT B2BGATEWAY
B2BGateway has been doing EDI since 1999, offering EDI and supply chain integrationsolutions to thousands of clients and trading partners across the globe since 1999.
1999 $30-biliion
invoices processed per
month
25,000+ trading
relations
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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TRADING PARTNERS
B2BGateway.Net currently supports over 25,000 EDI relationships andpresently works with thousands of trading partners. See our full list of TradingPartners across all verticals at
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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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 documents such asPurchase 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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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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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 & Australia.
• 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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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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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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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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COMMUNICATION PROTOCOLS
Protocols are the communication methods used to transfer the EDI data between trading partners. Some of the most popular communication protocols include:
• VAN: A value-added network (VAN) is a private network provider (sometimes called a turnkey communications line) that is hired by a company to facilitate electronic data interchange (EDI)
• AS2: Applicability Statement 2(AS2) is a specification about how to transport data securely and reliably over the Internet. Security is achieved by using digital certificates and encryption
• FTP/sFTP: The File Transfer Protocol (FTP) is a standard network protocol used to transfer computer files from one host to another host over a TCP-based network, such as the Internet
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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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
EDIFACT D96A
Encryption Software
Annual Licensing
Software Certification
ConsultantFees
ConsultantFees
ConsultantFees
ConsultantFees
Modem Phone
VanSoftware
Mailbox Setup
Mailbox Fees
EDIFACT D96A
Mapping Tools
FTPServer
FTPSoftware
SoftwareCredential
X-12 Ver.4010
Mapping Tools
FTPSSoftware
EncryptionSoftware
SoftwareCertificate
X-12 Ver.3040
Mapping Tools
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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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
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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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 MYOB Advanced Protocols
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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WHERE DOES EDI FIT INTO THE MARKETPLACE?
EDIFACTFormat
(BOX STORE RETAILER)
(SHOPPING CART)
(ONLINE RETAILER)
(FACTORY)
ORDERS
INVOIC
SLSRPT
OR
DC
HG
ORDERS
INVOIC
INVRPT
INVRPT
SLSRPT
ORDRSP
(THIRD PARTY LOGISTICS)
INVOIC – Invoice
INVRPT – Inventory Inquiry
ORDERS – Outgoing PO / Incoming SO
SLSRPT – Product Activity Data
ORDRSP – P.O. Acknowledgement
DESADV – Advanced Ship Notice
ORDCHG – Purchase Order Change
INSDES – Warehouse Ship Order
DESADV – Warehouse Ship Advice
MYOB ADVANCED
USER
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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WHERE DOES EDI FIT INTO THE MARKETPLACE
If you trade in any of the following Market Verticals – You WILL Need EDI:
SUPPLY BOX STORE RETAILERS
ORDER FROM A MANUFACTURER
SUPPLY GOVERNMENT / FINANCE SECTOR
SELL THROUGH ONLINE MARKETPLACE
SELL DIRECT ONLINE
USE THIRD PARTY LOGISTICS (3PL)
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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(THIRD PARTY LOGISTICS)
DES
AD
VD
ESA
DV
INSD
ESIN
SDES
THIRD PARTY LOGISTICS – 3PL EDI
The term “3PL” indicates that your client uses a 3rd party forwarehousing and shipping needs. The following EDI documents arecommon:
• INSDES – Warehouse Shipping Order• DESADV – Warehouse Shipping Advice• DESADV – Advance Ship Notice (ASN)• UCC / GS1-128 Barcode Labels
In this simplified scenario, there are only two steps:1. An INSDES (Warehouse Ship Order) is sent from the client to their
trading partner and 3PL.
2. The 3PL returns an DESADV (Warehouse Ship Advice) to let theclient know the goods have been shipped. This lets the clientfulfill the sales order in their MYOB.
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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(ECOMMERCE PLATFORM)
OR
DER
SO
RD
ERS
INV
RP
TIN
VR
PT
ECOMMERCE PLATFORMS
The following items are often required when trading with populareCommerce sites:
• ORDERS – Purchase Order• INVRPT – Inventory Advice / Inquiry
Many MYOB clients use B2BGateway to connect with theireCommerce platforms to pull orders and send Inventory updatesto the shopping cart.
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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ONLINE RETAILERS
The following EDI transaction sets are popular with onlineretailers such as Amazon, Deals.com.au, Kogan and others:
• ORDERS – Purchase Order• INVOIC – Invoice• INVRPT – Inventory Inquiry Advice• Drop Shipping to Warehouses
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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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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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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HOW CAN B2BGATEWAY HELP YOUR EDI REQUIREMENTS?
‘Integration between our distributors and ouraccounting and warehousing functions use to be a bigpaperwork nightmare that took many staff hours toreconcile. Now, with B2BGateway, it's there, at ourfingertips, fully accountable and in the cloud. Employeesin Sydney, San Francisco, London and Toronto are nowall on the same page, and our staff requirements havebeen reduced by nearly 20%. How good is that?’
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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BUILT INTO THE MYOB DASHBOARD
When designing our MYOB Advanced integration tool, we decided the user should never have to leave their MYOB Advanced system so we built B2BGateway in!
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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MANAGE YOUR EDI ACCOUNT WITH B2BGATEWAY CLIENT PORTAL
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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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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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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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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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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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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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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CUSTOMER SERVICEB2BGateway has been providing excellentcustomer service to all of our clients since 1999and we will continue to do so in the future.B2BGateway has developed two new teams tohelp clients with setting up and maintaining theirtrading partner relationships.
(1) Setup Team: A dedicated Project Managerand setup team is assigned to each newB2BGateway client for the implementationphase of the project.
(2) Rapid Response Team (RRT): The RRT isthere to assist any client with any issues theymay come across once in production. Eachclient has direct access to the RRT team withemergency 24/7 support if needed.
Available Support
• Setup phase dedicated project manager
• Rapid Response Team available for when issues need immediate attention.
• Support is available 24/7 all year long and in your time zone.
• These support features are included in the monthly fee at no extra cost.
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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EDI CONNECT APP
B2BGateway is doing business without barriers, running regardless of geographical location, thanks to Internet connectivity, which allows for monitoring of processes in real time and keeping clients in touch
with support engineers 24/7.
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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1. Greater Accuracy – Removing the need to re-key data greatly reduces the potential for human error.
2. Integration – EDI allows true integration with all relevant parties/systems in your supply chain: 3PL, WMS, ERP…..
3. Greater Speed – Electronic almost real time communications.
4. Faster Payments – EDI speeds up your ‘Order to Payment’ cash cycle with you Trading Partners.
5. Environmentally Friendly – EDI removes the need for paper and printing. This not alone helps the environment but can drastically reduce your overall costs.
TOP 5 ADVANTAGES OF EDI
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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Pricing Information SKU Based Pricing
MYOB ADVANCED EDI PRICING MODEL
• Our pricing is posted on our website(b2bgateway.net/pricing.asp)
• All EDIFACT and International EDITransaction sets are supported at onelow price
• All mapping changes and upgradesrequired included in standard fee.
ONE TIME SETUP FEES1. Organizational Setup Fee AU $8002. Trading Partner Setup Fee AU $800
RECURRING MONTHLY FEES1. Basic Service Fee AU $1502. Transactional Fees (per SKU) AU $0.103. VAN Comm. Fees* (per KB) AU $0.204. Functional Acknowledgements No Charge
+61 (2) 8003 7584 or [email protected]* Communication Fees are conditional based on TP requirements
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B2BGATEWAY‘S EDI FOR MYOB ADVANCEDPRESENTED BY: B2BGATEWAY
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Questions Anyone?
THANK YOU FOR WATCHINGCall Australia: +61 2 8003 7584 (AU)
Call USA: +1 401 491 9595 (USA)
Call Europe: +353 61 708533 (EU)
Web: www.B2BGateway.Net
Email: [email protected]