IDX User Group
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Transcript of IDX User Group
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One Connection.
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2016 IDX User group
eBiz Forum 2016
Presented by:
Dirk Heartman – Epicor Tom Guzik - IDEA
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IDX Tracker Advanced Search capabilities
Advanced Search Options for Tracker Users
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Group Level searches
Semi new Features
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Library FeatureSemi new Features
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• Search for documents where duplicates are allowed (Dups Y/N)
• Search by document acknowledgment status
• Search by original file name
• Search for document pick up times
Advanced Search Options for Tracker Users
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• AS2 –the pickup time is when the document was pushed to the receiver
• FTP –the pickup time is when the document was picked up from the receiver’s FTP folder
• Off-net –the pickup time is when the document was sent to the Off-net gateway
Advanced Search Options for Tracker UsersSearch by Pick Up Times
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Advanced Search Options for Tracker UsersSearch for trading partners that allow duplicate interchanges (Dups Y/N)
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Additionally, the user can search for a specific document number
• Purchase order number
• Invoice Number
• ASN Number
• Shipment number
Advanced Search Options for Tracker Users
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Advanced Search Options for Tracker UsersSearch by document type works for EDIFACT too
(must be configured)
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Advanced Search Options for Tracker Users
Search by document number, in this case, by PO number
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Advanced Search Options for Tracker Users
Search by Unacknowledged Documents
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Search by Acknowledged Documents
Advanced Search Options for Tracker Users
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Advanced Search Options for Tracker Users
To Display the contents of the EDI document
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Advanced Search Options for Tracker Users
View the contents of the original document
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Advanced Search Options for Tracker UsersSearch by User Defined Field
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Advanced Search Options for Tracker UsersSet Up the User Defined Criteria
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Advanced Search Options for Tracker UsersConfirm the User Defined Criteria
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Advanced Search Options for Tracker UsersUser can now search by User Defined Criteria
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Search for Trading Partner ID
Users can search for Trading Partners by ID or by company name
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Display EDI as Print Format Documents
Allows non-technical staff to review the contents of EDI in human readable format
• Download and install free shareware – EDI Notepad 7.1 Express Edition
• Associate the .edi file extension with EDI Notepad 7.1• Execute a Tracker search
• Click one the edi hyperlink and download the document
• EDI Notepad 7.1 transforms the document into print image for viewing and printing
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Display EDI as Print Format Documents
• Google edi notepad
• Download and install Express Edition
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Display EDI as Print Format DocumentsClick on the edi hyperlink on any document to display the contents
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Display EDI as Print Format DocumentsAssociate EDI Notepad with the file extension
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Display EDI as Print Format DocumentsNow, any Tracker search can be displayed as human readable
• Click the hyperlink to display the EDI contents
• Click Download
• Click Open
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Display EDI as Print Format DocumentsHere is the full document view in logical, easy to read format. Click the printer icon to print the document.
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IDX Profitability Tracker Ver. 4.0
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Search—Advanced only, etc.By user:• Advanced only• Advanced & Basic• Basic onlyIf Advanced/Basic
make Advanced default?
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Viewing Many Files
To view many files• Click Select boxes• Click Print button• All EDI docs will appear• Either print or view it
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Viewing Many Files
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Graphics-Total Traffic
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Graphics-Total Traffic
Query types1. Date range2. Interval (daily, monthly, etc.)3. Types: by Kchar or doc count4. Graphic output:
pie chart, line, etc.5. Example: Column by month
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Graphics-Total Traffic
Query types1. Date range2. Interval (daily, monthly, etc.)3. Types: by Kchar or doc count4. Graphic output:
pie chart, line, etc
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Graphics-Pie Chart 12 months
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Graphics-TotalsDaily
Key Points1. Daily shows weekly trends
Weekend—low volumeTuesdays—peak usage
2. Graphics—On Target? Usage?
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Graphics Totals-Where is it?
Now—For test sitesGeneral availability after testingWhere is it?
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• Similar summary table for fast queries
• Need your input
• What do you need?
• What to display?
Graphics-By Doc/TPs (Future)
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• Right amount—avoid clutter
• Example—color differences 211 vs 894?
Graphics-By Doc/TPs (Future)
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• Table with TP EDI ID, TP name, date, doc type, Kchars & doc count
• Download table and do graphics locally (Excel)
• Graphics from IDX—most popular– Doc Types (850, 810, etc)
– Trading Partners
– Others?
Questions: Your Input
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Download & Local GraphicsDownload
ExcelPivot
ExcelGraph
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IDX Graphics by Doc Type
810812820850855856997
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IDX Graphics by TP
TP 1TP 2TP 3TP 4TP 5TP 6TP 7
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1. Routing by EDI value: Example: N104 values
2. Routing override when file size is greater than X characters
Example: Customer inadvertently send 100 meg file
Email alert goes out and you can see file on tracker
Similar to Dup, you can override
3. Other?
New Routing Rules?
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• User set up (most common)
• Displays reports
• Customer support for custom reports
Reports
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Report Set Up
Report Types—Pull down• Overdue 997s in 24 hrs• TotalsByTP&DocsST• AdvancedAckEmail addressTime Interval• Daily• Monthly
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Example: TotalsByTP&DocsST
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List of Reports
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Better Managing B2B-Basic
• In the 1990s, there was average of 5 business documents to buy products• Today, large companies are dramatically expanding number of B2B docs
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Better Managing B2B-Complex
• Above, Home Depot example and new document types• Helpful to track invoice number via 810, 864, 812 & 820?• We need your help to understand it better
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Demos