EDI FOR MYOB ADVANCED - B2BGateway.NetCertificate X-12 Ver. 3040 Mapping Tools Consultant Fees. 2...

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NORTH AMERICA // +1 (401) 491-9595 EUROPE // +353 (0) 61 708533 AUSTRALIA // +61 2 8003 7584 “YOUR GLOBAL EDI NETWORKEDI FOR MYOB ADVANCED B2BGATEWAY MARCH 28, 2017

Transcript of EDI FOR MYOB ADVANCED - B2BGateway.NetCertificate X-12 Ver. 3040 Mapping Tools Consultant Fees. 2...

Page 1: EDI FOR MYOB ADVANCED - B2BGateway.NetCertificate X-12 Ver. 3040 Mapping Tools Consultant Fees. 2 GATEWAY ZS EDI FOR MYOB ADVANCED. PRESENTED BY: B2BGATEWAY. LETS START AT THE BASICS.

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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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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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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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

Page 12: EDI FOR MYOB ADVANCED - B2BGateway.NetCertificate X-12 Ver. 3040 Mapping Tools Consultant Fees. 2 GATEWAY ZS EDI FOR MYOB ADVANCED. PRESENTED BY: B2BGATEWAY. LETS START AT THE BASICS.

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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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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)

Page 14: EDI FOR MYOB ADVANCED - B2BGateway.NetCertificate X-12 Ver. 3040 Mapping Tools Consultant Fees. 2 GATEWAY ZS EDI FOR MYOB ADVANCED. PRESENTED BY: B2BGATEWAY. LETS START AT THE BASICS.

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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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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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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.

Page 23: EDI FOR MYOB ADVANCED - B2BGateway.NetCertificate X-12 Ver. 3040 Mapping Tools Consultant Fees. 2 GATEWAY ZS EDI FOR MYOB ADVANCED. PRESENTED BY: B2BGATEWAY. LETS START AT THE BASICS.

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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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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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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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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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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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Questions Anyone?

Page 29: EDI FOR MYOB ADVANCED - B2BGateway.NetCertificate X-12 Ver. 3040 Mapping Tools Consultant Fees. 2 GATEWAY ZS EDI FOR MYOB ADVANCED. PRESENTED BY: B2BGATEWAY. LETS START AT THE BASICS.

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]