2. EDI

3. Agenda EDI Communications with NAV The Standard 800 Series
The 900 Series – Warehouse and Intercompany Transactions
Vendor EDI
The 200 Series – Freight EDI
Less Frequently Used 800 Docs
Other Options
Hosted EDI
Supplier Point of Sale Analysis
Recent Trends

4. EDI Communications within NAV
Who’s already using EDI?
EDI Options:
Lanham
Lanham + SPS Commerce – a hosted solution
3rd Party Software
Other hosted service providers (ex: GXS, Redtail, DataMasons)

5. Lanham Pros: Cons: Eliminates the need for other translation tools
No more double entry of documents in multiple systems
The Lanham piece can be / has been updated with food specific functionality
JF library and internal expertise continues to grow
Control resides with customer
Cons:
Communication piece must be handled by a third party
FTP scripts
Cleo Lexiom
User interface could be more appealing
Around since 1997
More than 2000 customer companies
110,000 users

6. Lanham & JustFoodERP
IB product offerings use the EDI solution built by Lanham & Associates as its core EDI platform.
ANY EDI transaction can be mapped into the system
Only specific transactions have functionality already built into the platform…

7. The Standard 800 Series 850 - Inbound Purchase Order
creates a NAV Sales Order document
875 - Inbound Purchase Order (Grocery)
creates a NAV Sales Order document
810 - Outbound Sales Invoice
sent from a NAV Posted Sales Invoice document
880 - Outbound Sales Invoice (Grocery)
sent from a NAV Posted Sales Invoice document 
For customer communication

8. Watch Out… Cross References EDIout (totaling) requirements
EDIout field requirements
Barcode cross references may not need UOM references
Missing / Changing TP Specs
Change Management

9. The 900 Series – Warehousing & Intercompany Transactions
943 - Warehouse Stock Transfer Shipment Advice
Sent from a NAV Purchase Order or Transfer Order document
This transaction informs a location/warehouse to expect a receipt of product
Supports Warehouse Receipt documents
Can send up to 10 unique lot/serial no. combinations (with quantity per combination) per document line
944 - Warehouse Stock Transfer Receipt Advice
Updates a NAV Purchase Order or Transfer Order document
This transaction updates the NAV document with the product information that was actually received at the location/warehouse
Supports Lot and Serial No. tracking (eg. creates Item Tracking when required)
Supports Warehouse Receipt documents (eg. updates a warehouse receipt line if required)
For 3rd party warehouse communication

10. The 900 Series – Warehousing & Intercompany Transactions
940 - Warehouse Shipping Order
Sent from a NAV Sales Order or Transfer Order document
This transaction informs a location/warehouse to make a shipment of product
945 - Warehouse Shipping Advice
Updates a NAV Sales Order or Transfer Order
Is the response to the 940 transaction
This transaction updates the NAV document with the product information that was actually shipped from the location/warehouse
Supports Lot and Serial No. tracking (eg. creates Item Tracking when required)
Supports Warehouse Shipment documents (eg. updates a warehouse shipment line if required)

11. Watch Out… Warehouse Lot Requirements
One to many & Many to one relationships
Necessary Re-class

12. The 900 Series – Warehousing & Intercompany Transactions
947 - Warehouse Inventory Adjustment Advice
creates a NAV EDI Inventory Adjustment document
this transaction posts through as Physical Inventory Journal lines in NAV
supports Lot and Serial No. tracking
Other intercompany docs:
850 - Inbound Purchase Order (Intercompany)
creates a NAV Intercompany Sales Order document
850 - Outbound Purchase Order (Intercompany)
sent from a NAV Intercompany Purchase Order document

13. Vendor EDI 850 - Outbound Purchase Order 810 - Inbound Vendor Invoice
sent from a NAV Purchase Order document
810 - Inbound Vendor Invoice
Updates purchase order header and lines; primarily with qty to invoice and dollar amounts.
855 - Purchase Order Confirmation
Updates Purchase Order header and lines; primarily with quantity to receive, and shipment method details
For vendor communication

14. The 200 Series – Freight EDI
204 - Motor Carrier Load Tender Transaction
Outbound document used to offer (tender) a shipment to a load carrier; including scheduling, item and shipment details.
Generated en masse, using the data from the logistics run document.
Supporting details coming from warehouse shipments.
214 - Transportation Carrier Shipment Status
Inbound document, received from the load carrier to provide shippers with the status of shipments, including planned appointment dates, times and locations
Updates details on the logistics run header and lines.
With freight carriers

15. The 200 Series – Freight EDI
210 - Motor Carrier Freight Details and Invoice
Inbound document providing freight invoice details
Updates the NAV Freight Reconciliation document
Subsequently creating a purchase invoice that would apply item charges to items on the referenced shipments
Limited functionality depending on variability of data received

16. The 200 Series – Freight EDI
Watchout..
Trouble with consistency and priority:
What document is being used to identify a shipment to your carriers?
Is this the same document that is identified on the invoice?
How are your charges broken out on your freight invoices?
By distance?
By weight?
By Pallet?
How many different types of charges do you have?

17. Less Frequently Utilized 800s
856 - Advanced Shipment Notice (ASN)
Sent from a Bill of Lading document
Requires the E-Ship granule from Lanham & Associates
857 - Shipping and Billing Notice
provides the recipient of a shipment with data for both receipt planning and payment generation.
The Trading Partner will receive information including Shipment level, Order level, Pallet level, Carton level, and Item level information as well as the additional invoice detail.
It is basically a way to reduce the redundancy of the 856 and 810 by combining them in one document.     

18. Less Frequently Utilized 800s
812 - Credit/Debit Adjustment
creates a NAV EDI A/R Adjustment document
this transaction posts through to the Customer Ledger as sales journal entries
823 - Lockbox (eg. Bank Deposit)
creates a NAV Bank Deposit Worksheet
this transaction is processed through to a NAV Bank Deposit transaction
882 - Direct Store Delivery Summary Information
provides a summary of sales invoices without product details
810 Credit Memo
Requires additional granule (EDI Extended Doc Handling )

19. Less Frequently Utilized 800s
867 - Product Transfer and Resale Report
Incorporated with new ‘Extended Sales’ functionality
Creates a historical Posted Invoice document (without hitting customer or item ledgers)
Calculates Rebates and Commissions just like regular Sales Order posting
If there is a Sold-By Customer No., and the Credit Sold-By Customer flag is set, two sales journal lines are posted for the External Sale amount:
  a. A Credit to the Sold-By Customer
  b. An Invoice to the Bill-To Customer
Supports periodic Commission and Rebate calculations 

20. Less Frequently Utilized 800s
820 (outbound)
An X Purchase Payment Advice is sent to a supplier when payment is made, especially in the case of an EFT (electronic funds transfer).
This document provides suppliers the ability to reconcile which invoices have been paid in full for any given payment.
846 (Inventory Advice outbound)
An X Inventory Advice allows suppliers to report their product’s inventory information to their Trade Partner(s).  

21. Less Frequently Utilized 800s
860 (PO change Request)
Used by the buyer to request a change to previously submitted purchase order (850)
Creates a sales quote to hold change details pertaining to an order
Handles increased, decreased quantity transmissions (+- x), quantity replacements and deletions
Event Notifications
Built off of SMTP foundation in NAV
Sends notifications on send or receipt of EDI docs with error
Saves manual check of EDI doc status
Can be used in other areas of NAV

22. EDIFACT Transmissions
ORDERS
Much like an 850 or 875
Standard Purchase Order
Creates a Sales Order in NAV
ORDRSP
Purchase Order Response
Sent from the seller to the buyer
An acknowledgment of receipt and understanding of data
Confirmation of acceptance or a proposal of amendment
A notification of non-acceptance for all or part of the message
Populates EDI PO Change Request in NAV
Posting updates a purchase order doc in NAV with line and header details

23. EDIFACT Transmissions
DESADV
Despatch Advice
Notifies recipient (seller) when material has been dispatched or will be ready for dispatch
Much like an inbound 856 – notifies seller of incoming product
Populates EDI PO Change Request in NAV
Posting updates a purchase order doc in NAV with line and header details

24. Other Options? Vantage Point EDI No document or transaction fees
Built on MS SQL server
.Net development tools

25. Other Options? RedTail EDI Hosted Solution
Limited NAV integration experience ($ per additional doc)
Xml interface

26. Hosted EDI Problem: Resource dedication to EDI
EDI as a Business Service; things to consider:
Which option is more expensive to purchase, implement and maintain?
Which is easier/faster to implement?
Which offers the most reliable, responsive and timely post-production support model?
IB has partners with SPS commerce to offer a hosted EDI solution

27. Comparison of Models

28. The Value Proposition Supporting Retailer EDI demands
Tracking data to make sure it was sent or received by the VAN
Caring if a Retailer changes their specifications
Paying costs for dedicated EDI hardware
Paying external software and hardware maintenance fees
Contacting your customers’ EDI department to solve problems
Reading or understand an EDI specification
Planning for EDI version migrations

29. SPS Commerce

30. Retailer #1 Retailer #2 NAV Retailer #3 EDI PO V4010 VAN V4010 VAN
AS2
V5030
FTP
V4010
VAN
V5010
AS2
V5030
FTP
APP MAP 1 2 3 4 ? 6 7 8 9 . 24 25 27
28`
Retailer EDI
to Common MAP 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
Retailer #2
EDI PO 3 4 5 6 7 8
ADAPTER
NAV
Retailer #3
EDI PO 3 4 5 26 27 28
Biz Rules ? 27
28`
Biz Rule Examples:
Item Cross Reference
Location Cross Reference
Any turn-around data not stored in ERP

31. Webforms Webforms Advantages
An online way to send and receive human readable EDI documents
Advantages
For documents that don’t “need” to be integrated with NAV can be compliant on Webforms
Backup system if documents can’t be viewed through NAV
For speedy compliancy requirements, Webforms can be up and running in 5 business days
Visibility and reporting remotely on inbound PO’s etc.

32. Webform PO

33. SPS Commerce Partnerships with over 120 retailers
Some You May Recognize…
Brookshire Grocery Co
PetsMart
Walmart Canada
Costco
Safeway
Walmart USA
Dollar General
Sams Club
Wegmans
Kroger
Sobeys Canada
Whole Foods Global
Loblaws
Target Domestic
Winn Dixie
Petco
Target Imports
Zellers

34. An Outsourced EDI Dept. Service Levels:
24x7x365 Support and Monitoring
Avg Document Processing Time: 20 minute processing times (99.75% processed within 2 hours)
Avg Service Uptime: 99.9%
Avg Resolution of System Issues - 90% within 48 hours
Avg Time of First Call Support Resolution - 85%
Avg Monthly Transaction Volume: > 4 million

35. Retail Partner Development & Support Infrastructure Support
Make Them Your EDI Dept.
Scopes, Builds & Tests all new Retailer maps/forms.
Manages all Retailer maps/forms changes & bug fixes.
Works with Retailers daily to understand and consult on new maps and/or changes to support supply chain needs.
Retail Partner Development & Support
Monitors individual dataflow and uptime of translation services (24x7 pager alerts)
Installs new Integration Maps
Application Support
Monitors entire uptime and availability of production environment (24x7 pager alerts)
Manages & installs new services in production data center
Infrastructure Support

36. SPS – Supplier POS Analysis
Trading Partner Intelligence
Based on receipt of the 852
Spend more time analyzing the business as opposed to collecting data
Identify product performance across retailers
Identify sales trends
Predict orders
Assist in business and inventory plans

37. SPS – Supplier POS Analysis

38. SPS – Supplier POS Analysis

39. SPS – Supplier POS Analysis
Consolidated views of consumer and product trends across retailers
Automatic reports ed to you to help you stay top of business trends
Detailed item and store-level sell-through details available online from any location with Internet access
Customizable views and item categories for use across all your retailers
Quick and easy comparisons across retailers and categories

40. Recent Trends 856 – Spartan Stores 870 Order Status Report – Walgreens
Support for Read Only Documents
879 Price Information– Dot Foods
iTrade & FoodLink
870 req’d by Dec 31st

41. Q&A