IDX User Group

transcript

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2016 IDX User group

eBiz Forum 2016

Presented by:

Dirk Heartman – Epicor Tom Guzik - IDEA

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IDX Tracker Advanced Search capabilities

Advanced Search Options for Tracker Users

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Group Level searches

Semi new Features

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Library FeatureSemi new Features

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• Search for documents where duplicates are allowed (Dups Y/N)

• Search by document acknowledgment status

• Search by original file name

• Search for document pick up times

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• AS2 –the pickup time is when the document was pushed to the receiver

• FTP –the pickup time is when the document was picked up from the receiver’s FTP folder

• Off-net –the pickup time is when the document was sent to the Off-net gateway

Advanced Search Options for Tracker UsersSearch by Pick Up Times

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Advanced Search Options for Tracker UsersSearch for trading partners that allow duplicate interchanges (Dups Y/N)

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Additionally, the user can search for a specific document number

• Purchase order number

• Invoice Number

• ASN Number

• Shipment number

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Advanced Search Options for Tracker UsersSearch by document type works for EDIFACT too

(must be configured)

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Search by document number, in this case, by PO number

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Search by Unacknowledged Documents

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Search by Acknowledged Documents

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To Display the contents of the EDI document

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View the contents of the original document

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Advanced Search Options for Tracker UsersSearch by User Defined Field

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Advanced Search Options for Tracker UsersSet Up the User Defined Criteria

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Advanced Search Options for Tracker UsersConfirm the User Defined Criteria

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Advanced Search Options for Tracker UsersUser can now search by User Defined Criteria

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Search for Trading Partner ID

Users can search for Trading Partners by ID or by company name

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Display EDI as Print Format Documents

Allows non-technical staff to review the contents of EDI in human readable format

• Download and install free shareware – EDI Notepad 7.1 Express Edition

• Associate the .edi file extension with EDI Notepad 7.1• Execute a Tracker search

• Click one the edi hyperlink and download the document

• EDI Notepad 7.1 transforms the document into print image for viewing and printing

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Display EDI as Print Format Documents

• Google edi notepad

• Download and install Express Edition

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Display EDI as Print Format DocumentsClick on the edi hyperlink on any document to display the contents

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Display EDI as Print Format DocumentsAssociate EDI Notepad with the file extension

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Display EDI as Print Format DocumentsNow, any Tracker search can be displayed as human readable

• Click the hyperlink to display the EDI contents

• Click Download

• Click Open

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Display EDI as Print Format DocumentsHere is the full document view in logical, easy to read format. Click the printer icon to print the document.

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IDX Profitability Tracker Ver. 4.0

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Search—Advanced only, etc.By user:• Advanced only• Advanced & Basic• Basic onlyIf Advanced/Basic

make Advanced default?

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Viewing Many Files

To view many files• Click Select boxes• Click Print button• All EDI docs will appear• Either print or view it

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Viewing Many Files

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Graphics-Total Traffic

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Query types1. Date range2. Interval (daily, monthly, etc.)3. Types: by Kchar or doc count4. Graphic output:

pie chart, line, etc.5. Example: Column by month

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Query types1. Date range2. Interval (daily, monthly, etc.)3. Types: by Kchar or doc count4. Graphic output:

pie chart, line, etc

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Graphics-Pie Chart 12 months

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Graphics-TotalsDaily

Key Points1. Daily shows weekly trends

Weekend—low volumeTuesdays—peak usage

2. Graphics—On Target? Usage?

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Graphics Totals-Where is it?

Now—For test sitesGeneral availability after testingWhere is it?

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• Similar summary table for fast queries

• Need your input

• What do you need?

• What to display?

Graphics-By Doc/TPs (Future)

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• Right amount—avoid clutter

• Example—color differences 211 vs 894?

Graphics-By Doc/TPs (Future)

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• Table with TP EDI ID, TP name, date, doc type, Kchars & doc count

• Download table and do graphics locally (Excel)

• Graphics from IDX—most popular– Doc Types (850, 810, etc)

– Trading Partners

– Others?

Questions: Your Input

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Download & Local GraphicsDownload

ExcelPivot

ExcelGraph

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IDX Graphics by Doc Type

810812820850855856997

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IDX Graphics by TP

TP 1TP 2TP 3TP 4TP 5TP 6TP 7

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1. Routing by EDI value: Example: N104 values

2. Routing override when file size is greater than X characters

Example: Customer inadvertently send 100 meg file

Email alert goes out and you can see file on tracker

Similar to Dup, you can override

3. Other?

New Routing Rules?

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• User set up (most common)

• Displays reports

• Customer support for custom reports

Reports

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Report Set Up

Report Types—Pull down• Overdue 997s in 24 hrs• TotalsByTP&DocsST• AdvancedAckEmail addressTime Interval• Daily• Monthly

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Example: TotalsByTP&DocsST

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List of Reports

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Better Managing B2B-Basic

• In the 1990s, there was average of 5 business documents to buy products• Today, large companies are dramatically expanding number of B2B docs

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Better Managing B2B-Complex

• Above, Home Depot example and new document types• Helpful to track invoice number via 810, 864, 812 & 820?• We need your help to understand it better

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IDX User Group

Education