EDI with 8.03 Blank Title 57935

Thank you, Mark.

That gives us a good place to start addressing the issues. Your
expertise and sharing has certainly been appreciated.

Dick
308-233-3040
We are currently using Vantage 8.0 and planning an upgrade to 8.03
soon.

EDI is an important aspect of our business generating a fair share of
our sales and we have had a few difficulties with it. Is there anyone
currently using V 8.03 with EDI who can tell us how it has been to
work with?

Is there anything we can do to ease the transition?

Thanks,

Dick

Marketing
Fasse Valves
308-233-3040
fvrm1510@...
> EDI is an important aspect of our business generating a fair share of
> our sales and we have had a few difficulties with it. Is there anyone
> currently using V 8.03 with EDI who can tell us how it has been to
> work with?

What kind of EDI do you do Dick? Do you need automotive release accounting?
Retail? What transaction sets do you use?

Mark W.
--- In vantage@yahoogroups.com, "Mark Wonsil" <mark_wonsil@...>
wrote:
>
> > EDI is an important aspect of our business generating a fair
share of
> > our sales and we have had a few difficulties with it. Is there
anyone
> > currently using V 8.03 with EDI who can tell us how it has been
to
> > work with?
>
> What kind of EDI do you do Dick? Do you need automotive release
accounting?
> Retail? What transaction sets do you use?
>
> Mark W.
>

Mark,

We currently just use two transaction sets... 850 (Purchase order)
and 810 (Invoice).

At this time we are not using automotive release accounting. What
would be the advantage to us?

Thanks

Dick L.
> We currently just use two transaction sets... 850 (Purchase order)
> and 810 (Invoice).

OK.

> At this time we are not using automotive release accounting. What
> would be the advantage to us?

No advantage at all. It's just another level of complexity that you're missing
out on...

In a previous life, I did EDI integration. I haven't needed to do it for
Vantage but just some thoughts. Forget about Vantage right now because this
applies to every package. Just because you have an import and export routine,
that doesn't mean that you can do EDI. You have to understand the semantics of
your transaction. For example, given this data:

Part Qty Date
----- ----- ---------
1001 1000 7/24/2007

What does it mean? It could mean:

- I want 1000 pieces of 1001 by 7/24/07 (Discrete PO)
- My new blanket amount has been changed to 1000 as of 7/24/07 for part 1001
(blanket PO or release accounting)
- My period usage for part 1001 ending 7/24/07 was 1000 pieces (vendor managed
inventory)
- My current quantity on-hand at 7/24/07 was 1000 pieces (also vendor managed
inventory)
- I just used 1000 pieces of 1001 on 7/24/07 (Kan Ban signal)
- As of 7/24/07 you have permission to buy the materials required to make 1000
pieces of 1001 (Raw Material Authorization with a Fabrication schedule to
follow)

As a client once said, "'Seamless'-integration 'seemsless' likely all of the
sudden..."

You're using an 850 document, which is a discrete PO but the 850 can also be
used for PO changes or cancellations - so be careful.

For outbound documents, make sure you have a way to retransmit a
corrected-document if the first was sent in error or there were changes to the
original document.

Other things to watch:

- Translation issues: Is that my part number? The customer part number? A 3rd
party part number like a UPC number? Is your product describable with a single
part number or is it highly configurable?
- Missing Data Part I: Do I have all of the data to enter a document into my
system? Can I map to a customer/ship to number? Pick Sales Agents? Terms?
- Missing Data Part II: Do I have all of the data necessary to send a complete
document to the trading partner? Dock ID? Customer Part Number? Release ID?
- Data Structure Incompatibilities: Can my sales order have multiple ship-to
per line? PO's by line? Single bill to for all ship-to locations?
- Organizational Issues: Do I receive POs on behalf of several plants? Do I
know how to route the orders to the correct plants?
- Exceptions: What happens if someone is on credit hold? What if part numbers
don't exist? What if I can't make the delivery date? Do I reject the whole
order? Just the offending lines? The whole batch?

A good EDI interface helps one deal with these kinds of issues. When you're
testing the Vantage EDI interface, these are the things that you want to keep
in mind.

I hope this helps you out when someone says, "Can't you just paste it in?"

;-)

Mark W.