Integrating SFDC to QAD

Rusty Page, IT Manager Bioness Inc.Ray Greenwood, Senior Vice President Consulting Services Strategic Information Group.

WeCUG February 11-12, 2013

AGENGA• SFDC and QAD Environments• Technical Design/Configuration Options• Sample Data Sets• Case Study: Bioness, Inc.• Questions

SFDC and QAD Environments• QAD Environments

- Test Database for interface development and unit testing

- Test Database for User Acceptance & Validation Testing

- Production Database.

• SFDC Environments- Sandbox for development.

• SFDC will provide a sandbox with the current Production environment, they may also dump SFDC from Production into the sandbox depending upon contractual agreements and the size of the SFDC data.

- Production

Technical Design/Configuration Options

• Will Data Flow Uni-directional or Bi-directional?

• Where will the Master Record (i.e. Customer) reside?

• What Middleware Will Be Required?- Options

• Dell Boomi, Cast Iron, Pervasive, BizTalk for SFDC Data Translation

• QXtend for Data In and Out of QAD• SIGConnects for Data In and Out of QAD• Custom Java Programming for SFDC Data Translation

Sample Data Sets• QAD to SFDC

- SFDC updated when the following events occur in QAD:

• Shipment Confirmation in QAD. Shipment Data Sent to SFDC

• Invoice Post. Update Customer’s Balance in SFDC• Cash Receipts. Update Customer’s Balance in SFDC• Customer Maintenance. Update Address, Telephone,

Credit, Contact Information

- QAD Finished Goods/Trunk Stock/Consignment On Hand Inventory

Sample Data Sets• SFDC to QAD

- Opportunities in SFDC converted to Sales Orders in QAD

• Change in Opportunity Status triggers Dell Boomi to grab the file, perform the data transformation and deliver the data to QXtend or SIGConnects to create a Sales Order in QAD.

- Physician cases in SFDC converted to Sales Orders in QAD for inventory consumption and billing

Bioness, Inc

Salesforce.com / QAD EE Integration

Rusty Page

Senior Manager, IT & Systems Integration

rusty.page@bioness.com

© 2009 Bioness Inc. 8 © 2009 Bioness Inc. 8

Salesforce.com QAD• Business Relationship, Customer, SSM End-User• Sales Order/Pending Invoice• Upcoming sales forecasts• Contract (Warranty)

QAD Salesforce.com• Customer Credit• Tracking Number• Installed Base• Shipping Costs

• Traceability Numbers• Invoice Date• Inventory Data

Integration Touch-Points

© 2009 Bioness Inc. 9 © 2009 Bioness Inc. 9

SFDC Account QAD Customer

1010

SFDC Account QAD Customer

© 2009 Bioness Inc. 11 © 2009 Bioness Inc. 11

Data collected in SFDC opportunity and opportunity product line

Approval workflow sends opportunity for approval and marks “Send to QAD” when approved

SFDC QAD Sales Order

© 2009 Bioness Inc. 12 © 2009 Bioness Inc. 12

Customer Credit Status (on-hold)Inventory Data:

On-hand quantitiesPO quantitiesInventory mins/maxesInventory movement data

Order information:Tracking NumberSerial Numbers shippedInvoice Date

QAD Salesforce.com

© 2009 Bioness Inc. 13 © 2009 Bioness Inc. 13

Sent to QAD – Not shipped

Sent to QAD – Shipped but not invoiced

Sent to QAD – Shipped and invoiced

QAD Salesforce.com

© 2009 Bioness Inc. 14 © 2009 Bioness Inc. 14

Inventory Data:

Installed Base w/complaint handling:

QAD Salesforce.com

© 2009 Bioness Inc. 15 © 2009 Bioness Inc. 15

Salesforce.com:• Customer• Sales Reports

• Quotas• Commissions

QAD:• Customer Terms• Sales Orders• Finance data• Inventory availability & movement• Installed base

Master Records

16

Customers:

Orders:

Reconciliation

© 2009 Bioness Inc. 17 © 2009 Bioness Inc. 17

Attempt to modify a line:

Attempt to delete an entire Opportunity:

You cannot change this line since it has already been synced with QAD. Please contact the help desk or your manager for assistance.

You cannot delete this order as it has been synced to QAD. Please contact the help desk.

Protection

© 2009 Bioness Inc. 18 © 2009 Bioness Inc. 18

Trunk Stock/Consignment Inventory• Replenishment/transfer• Salesperson Inventory Location Information

Credit Card Integration• Mobile payments• Customer pre-payment sent to QAD

What’s next?

Questions & Answers

Contact Information• Rusty Page

Senior Manger, IT & Systems IntegrationBionessRusty.Page@bioness.com

• Ray GreenwoodSenior Vice President Consulting ServicesStrategic Information Grouprayg@strategic.com