Download - EDI for Acumatica Webinar | B2BGateway
NORTH AMERICA // +1 (401) 491-9595EUROPE // +353 (0) 61 708533
B2BGATEWAY
March 08, 2016
“YOUR GLOBALEDI NETWORK”
EDI FORACUMATICA
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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TODAY’S AGENDA & PRESENTER
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 CommerceHub7. Working with Amazon8. The Omni-Channel9. Popular Market Verticals10. Global EDI Standards11. Built Into The Acumatica Dashboard12. B2BGateway Client Portal13. Transaction and Exception Reports14. Customer Service15. How Much Does It Cost?16. B2BGateway Contact Information
Roger LeydenDirector of Global Business
Development
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED 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
25,000+ trading
relations
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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TRADING PARTNERS
B2BGateway.Net currently supports over 25,000 EDI relationships and presently works withhundreds of trading partners. See our full list of Trading Partners across all verticals atwww.b2bgateway.net/tradingpartners.asp - New trading partner relationships are added daily.
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED 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.
ACUMATICA USER
RETAILER
RETAILER
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED 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 Acumatica Protocols
ACUMATICA USER
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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BUT IT CAN BE VERY COMPLEX…
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.
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
ACUMATICA USER
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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B2BGATEWAY MAKES IT EASY…
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 ACUMATICA USER
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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WHERE DOES EDI FIT INTO THE MARKETPLACE?
820
852(BOX STORE RETAILER)
(ONLINE RETAILER)
850
810
846
850
846
846
846
852
855
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
ACUMATICA USER
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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(THIRD PARTY LOGISTICS)
94
5 -
WSA
94
5 -
WSA
94
0 -
WSO
94
0 -
WSO
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:
• 940 – Warehouse Shipping Order• 945 – Warehouse Shipping Advice• 856 – Advance Ship Notice (ASN)• UCC / GS1-128 Barcode Labels
In this simplified scenario, there are only two steps:1. An EDI 940 (Warehouse Ship Order) is sent from the client to their
trading partner and 3PL.
2. The 3PL returns an EDI 945 (Warehouse Ship Advice) to let theclient know the goods have been shipped. This lets the clientfulfill the sales order in their Acumatica.
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED 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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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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ONLINE RETAILERS
The following EDI transaction sets are popular with onlineretailers such as Amazon, Wayfair, Zappos and others:
• 850 – Purchase Order• 810 – Invoice• 846 – Inventory Inquiry Advice• Drop Shipping to Warehouses
ACUMATICA USER
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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(ECOMMERCE PLATFORM)
85
0 -
PO
85
0 -
PO
84
6 -
INV
84
6 -
INV
ECOMMERCE PLATFORMS
The following items are often required when trading with populareCommerce sites:
• 850 – Purchase Order• 810 – Invoice• 846 – Inventory Advice / Inquiry
Many Acumatica clients use B2BGateway to connect with theireCommerce platforms to pull orders (EDI 850) and send Inventoryupdates (EDI 846)
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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ONLINE RETAILERS & COMMERCEHUB
Most “Box Store Retailers” who also have online (.com) stores will use the CommerceHubplatform to transmit EDI documents. In this case, B2BGateway would communicate withCommerceHub first…
850 – Purchase Order [ Imported as Sales Order in Acumatica ]846 – Inventory Advice [ Outbound reflecting inventory levels ]810 – Invoice [ Outbound to your Trading Partner ]
Communication Protocol may be AS2 or sFTP
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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WORKING WITH AMAZON
850
810
810
856
855
855
856
753
753
754
754
846846
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
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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WHAT IS THE OMNI-CHANNEL?
Retailers are meeting the new customerdemands by deploying specialized supplychain strategies and software solutions.
Today’s suppliers must be able to supportthe Omni-Channel retailers new demandsor face the possibility of extinction over thecoming years.
The ‘Omni-Channel’ is the evolution of‘multi-channel retailing’, but isconcentrated more on a seamlessapproach to the consumer experiencethrough all available shopping channels;for example:
• Mobile internet devices• Computers• Bricks-and-mortar• Television• Radio• Direct mail• Sales catalogues, etc.
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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HOW DOES EDI HELP THE OMNI-CHANNEL?
As EDI introduces full automation there is:• No need for the supply chain partners to re-key data
The supplier benefits greatly from • increased speed• increased accuracy• greater visibility• reduced labour costs
While the omni-channel retailer is assured that they• will get the right product • to the right customer • in the right time frame • and within agreed costs
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED 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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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED 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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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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BUILT INTO THE ACUMATICA DASHBOARD
When designing our Acumatica integration tool, we decided the user should never have toleave their Acumatica system so we built B2BGateway in!
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED 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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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED 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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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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CLIENT PORTAL REPORTING – TRANSACTION REPORTS
A 997 is also known as a Functional Acknowledgement (FA).
It lets the client know if the trading partner has received and accepted the file.
Receipt of a 997 does not necessarily mean that the file contains no errors.
Open Exception
Closed Exception
997 Accepted: Trading Partner has received & accepted your file.
997 Rejected: Trading Partner has rejected your file.
Open Exception: There are issues with the file you tried to send. Check the “Exception Report” for details. Fix and resend the file.
Closed Exception: The file was fixed and resent or someone closed the exception manually.
Blank Field: A 997 has not yet been received from the Trading Partner or this is an “inbound” file.
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED 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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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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POPULAR GLOBAL 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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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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POPULAR GLOBAL 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=3
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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Contract – The client signs and returns a 12 month(self renewing) contract with B2BGateway.
Dedicated Setup Team – On return of signed contractB2BGateway assigns a dedicated 3 person team tosetup the client with their chosen trading partners.
Kick Off Meeting – Once the B2BGateway is assigneda Kick Off meeting is held with the client and VAR forintroductions and to discuss the setup process.
Project Plan – From the Kick Off meeting a ProjectPlan is developed by the B2BGateway Setup teamand sent to client for approval.
RRT – When setup is successful the client is movedto the RRT team for the day to day maintenance oftheir account should any issues arise.
THE B2BGATEWAY AFTER SALES PROCESS
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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DEDICATED B2BGATEWAY SETUP TEAM
1. Trading Partner Liaison will be working directly with the trading partners to define the requireddocuments, file format, communication method and testing protocols.
2. Project Manager will: A) Develop an overall plan for the entire implementation as well as individualproject plans for each trading partners based on their defined requirements. B) Work with the client toset up the queries for all outbound documents. C) Test and validate all EDI documents.
3. Setup Programmer will build required maps between B2BGatway and Acumatica as well as map allrequired documents to the trading partner based on the specification gathered by your Trading PartnerLiaison.
4. DEV Team available if needed to work with client on saved searches (if required) and any custom workas it pertains to the flow of your EDI documents. Need a work around? They’ve got you covered!
Protocols
DEV
REF*MR*0003REF*PD*JANFEAWK51REF*IA*472103030
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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ROLES AND RESPONSIBILITIES
Dedicated Account Setup
Project Manager
Setup Account Engineers
Setup Programming
Team
Infrastructure Account
Engineers
SE & RRT Teams with 24/7 Backup
Maintenance Programming
Team
CLIENT
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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CUSTOMER SERVICE
B2BGateway has been providing excellentcustomer service to all of our clients, includingAcumatica users and we will continue to do soin the future. B2BGateway has developed twonew teams to help clients with setting up andmaintaining their trading partner relationships.
Available Support
• Setup Phase Dedicated Team headed by 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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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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Pricing Information SKU Based Pricing
ACUMATICA EDI PRICING MODEL
• Our pricing is posted on our website(b2bgateway.net/pricing.asp)
• All ANSI X12 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 $7502. Trading Partner Setup Fee $600
RECURRING MONTHLY FEES1. Basic Service Fee $1492. Transactional Fees (per SKU) $0.063. VAN Comm. Fees* (per KB) $0.164. Functional Acknowledgements No Charge
* Communication Fees are conditional based on TP requirements
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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICAPRESENTED BY: B2BGATEWAY
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Questions Anyone?
THANK YOU FOR WATCHINGCall USA: +1 401 491 9595 (USA)
Call Europe: +353 61 708533 (EU)
Web: www.B2BGateway.Net
Email: [email protected]