QAD Midwest Users Group
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Transcript of QAD Midwest Users Group
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Presented By:Steve Cromer – Stein Industries Inc
Mike Mina – Logan Consulting
QAD Midwest Users GroupEDI Case Study
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EDI Determining Factors
Automate entering large orders Create a constant and easy order stream from a customer Automate invoicing for our largest customers Give select customers better visibility to lifecycle of their
order Give select customer better visibility to our inventory
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Our Old Solution
Only did 850’s and 810’s All incoming orders loaded, no error\warning checking Complex solution between 4 windows server and a Linux server Adding documents or TP’s was very difficult and needed a
specific programmer to do this. Used a variety of software and server to complete tasks (Optio,
Lexicom/Gentran, Windows scheduled tasks, Web administration to setup TP’s, difficult to upgrade.)
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New Solution
QAD supported EDI module Variety of options for support to include QAD Use stock QAD, without customizations Use stock QAD screens to support the application Visibility to errors/warnings on order entry, and outbound documents Ability to add standard EDI documents without complex
customizations All the data is contained in QAD, easier to create Browses to see the
data
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EDI Documents
Inbound 850 (Purchase Order) Outbound 855 (PO Acknowledgement) Outbound 856 (Advanced Shipping Notice) Outbound 810 (Invoice) Outbound 846 (Warehouse Inventory) Inbound/Outbound 997 (receipts)
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Testing with Partners
Coordinating with TP’s, having regular communications Create a new mailbox for testing/New Production Discuss rounding methods for invoices vs the stock method of
QAD Account for all possible Ship To’s Discuss how to handle Orders with multiple lines of the same
item Same or different ship dates
Determine a method to calculate deliver time when items are not in stock (MRP)
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Testing with Partners
Determine how to handle invoicing There is an option to post the invoice during Shipper
Confirmation
Determine with TP how to handle PO changes Line deletions Item number changes Order cancelations
Create a separate mailbox in Gentran for testing
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Challenges
Customer cross references, using 1.16 or 32Soft Excel loader Ship To addresses not setup in QAD as Customers Understand how you want to load the orders, what to kick out on
errors and what to pass through with warnings Setting up email notifications on documents outbound and inbound Automating sending and receiving documents with scripts Transitioning Legacy EDI orders to the New EDI system (Invoices
Via) Use Channel codes to track EDI orders
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Supporting the Solution
VAN internet portal, setup notifications Send the session reports as the internal notifications to the
business Running the EDI utility screens, 35 series Character
vs .NETUI Creating a clear process on who does what (Business vs. IT) Send alerts from Gentran/Lexicom Create Browses inside QAD to help maintain and monitor
EDI documents
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VAN Internet Portal
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EDI sales order browse
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810 Browse
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EDI Document Browse
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QAD EDI ModuleFlexible
SustainableQAD supported
Ability to SupportSimplify