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EDI for Sage solutions

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Incorporating EDI into Your Business To Join the Audio: 1-650-479-3207 Access Code: 663 136 238 Danica Weappa Billy Ray Falce September 9 h 2015 Focused. On you.
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Page 1: EDI for Sage solutions

Incorporating EDI into Your Business

To Join the Audio: 1-650-479-3207

Access Code: 663 136 238

Danica WeappaBilly Ray Falce

September 9h 2015

Focused. On you.

Page 2: EDI for Sage solutions

2

Billy Ray FalceChannel Sales HighJump TrueCommerce

Billly Ray educates Sage Partners and Customers about how EDI can optimize the supply chain by increasing efficiencies and reducing costs.

About Our Team

Rachel RoselliCustomer Account Manager – West RKL eSolutions Rachel is your dedicated point-of-contact at RKL eSolutions for your Sage and complimentary software licenses.

Gia LaneCustomer Account Manager – East RKL eSolutions Gia is your dedicated point-of-contact at RKL eSolutions for your Sage and complimentary software licenses.

Page 3: EDI for Sage solutions

Agenda

The New HighJump

Company Objectives

HighJump Market Overview

2015 HighJump Product Strategy

Discussion

Page 4: EDI for Sage solutions

The New HighJump

Experienced, financially secure, growth company

3rd largest Supply Chain Management software provider

Global footprint with offices in the US,

Canada, Denmark, China and the UK

15,000 customers worldwide with

1,400+ new name logos in 2014

750+ employeesStable revenue base with 60% recurring and 90+% renewal

2011 2012 2013 2014

$97 $101

$124

$156

Revenue

Page 5: EDI for Sage solutions

Company Objectives

FINANCIALAchieve growth and profitability

that will drive significant stakeholder value to all

constituentsPRODUCTS

Deliver industry leading solutions that are feature rich,

resilient and affordable

QUALITYExceed customer

expectations in product and service quality

BUSINESS PARTNERBuild partnerships that complement

our sales and delivery modelsacross the globe and provide both

parties with profitable, sustainable, repeatablegrowth opportunities

CUSTOMERAttract, gain, and retain

the loyalty of customers byproviding solutions of

the greatest value

PEOPLECreate an environment

that facilitates extraordinaryindividual and team

performance

Page 6: EDI for Sage solutions

~60% recurring revenue 90%+ cash flow conversion

HighJump at a Glance

6

Deep Product CoverageNetwork

>$156MM in global revenue

~15,000 customers across enterprise and SMB 750+

employees

trading partner relationships120,000

100+qualified targets

in the M&A pipeline

90%+ renewal rates

into the SMB market1,400 New Customers in 2014

Supply Chain Execution

Page 7: EDI for Sage solutions

Deep Product Capabilities Across Supply Chain

HighJump Global Network

Source Make Connect Distribute ConsumeGlobal Execution Platform

Supply Chain Execution Network WMS solutions specialized to cover SMB through Tier 1 customers –

focused on low TCO and configurability Market leading 3PL solution Flexible TMS suited for a broad array of uses Products delivered through both cloud and on-premise Broad channel partner network to cost-effectively access SMB

customer base

Global, next-generation trading partner network with connect once, access all capability

e-invoicing, invoice/purchase order matching, product / price catalog sync

Deep ERP integrations Translation, connectivity, and networking

Page 8: EDI for Sage solutions

TrueCommerce Managed Network

Network

DIRECT AS2

FTP

VANs

CommerceHub

TrueCommerce Managed Network

Page 9: EDI for Sage solutions

Scalable Total Solution

Sage X3 ERP

Trading Network

Transaction Manager

Retail Logistics

Grocery Ocean

X12

X12 Mappin

g

Integration Map

Retail Logistics

Grocery Ocean

X12

HighJump TrueCommerce EDI

Scalable Total Solution

Page 10: EDI for Sage solutions

TrueCommerce Direct Integration to Sage 100• Customer Order Price vs. Sage

PricePricing

Validations

• Cross Referencing• Items UPC to Sage Item• Address – Store/DC Code

Translation

• Item Quantity • Weight • Unlimited Templates

Auto Packaging Rules

• Unposted Invoices• AR History

Flexible Invoicing

• Pick Tickets & Confirmations directly exchanged with your 3PL

External warehouse

support

• Set your schedule for inbound or outbound transactions between your customers and Sage 100

Scheduled activities

Direct Integration with Sage 100

Page 11: EDI for Sage solutions

Endorsed Sage 100

The TrueCommerce solution for Sage 100 fully integrates the most commonly used EDI documents leveraging Sage’s Business Objects Integration (BOI). This integration is directly interfaced with your Sage solution and ensures proper integrity by utilizing the validations in your ERP.

Sage 100 Integration

System Module Document EDI Doc # DirectionVersion

4.4 4.5 2013 (5.0)

Sales Order (Sales Order Entry) Sales Order 850/875 Inbound X X X

Sales Order (Invoice Data Entry) Sales Invoice 810/880 Outbound X X X

Sales Order (Shipping Data Entry) Shipment 856 Outbound X X X

Sales Order (Sales Data Entry) Sales Order 940 Outbound X X X

Sales Order (Shipping Data Entry) Shipment 945 Inbound X X X

Optional Integration available for Purchase Order Module

Purchase Order (Purchase Order Entry) Purchase Order 850 Outbound X X X

Purchase Order (Receipt of Invoice Entry) Receipt of Invoice 810 Inbound X X X

Purchase Order (Receipt of Goods Entry) Receipt of Goods 856 Inbound X X X

Page 12: EDI for Sage solutions

The TrueCommerce solution for Sage 500 ERP fully integrates the most commonly used EDI documents leveraging the Sage 500 ERP application programming interface (API). The TrueCommerce modules within Sage 500 ERP provide great visibility and activity logging.

Sage MAS 500 ERP Integration

System Module Document EDI Doc # DirectionVersion

7.05 7.2 7.3Accounts Receivable Sales Order 850 Inbound X X X

Accounts Receivable Sales Invoice 810 Outbound X X X

Accounts Receivable Shipment 856 Outbound X X X

Accounts Payable Purchase Order 850 Outbound X X X

Accounts Payable Purchase Receipt 810 Inbound X X X

Optional Integration available for warehouse documents

Accounts Payable Warehouse Order 940 Outbound X X X

Accounts Payable Warehouse Receipt 945 Inbound X X X

Endorsed Sage 500 ERP

Page 13: EDI for Sage solutions

Sage X3

Web-based integration to Sage X3. Built in process controls such as monitoring duplicate purchase ‐orders and price verifications, ensure data integrity – reducing errors and minimizing chargebacks.

Sage X3 Integration Detail  EDI Document EDI Doc # Direction

Sales (Web Service Integration)Sales Orders Purchase Order 850/875 InboundSales Invoices Invoice 810/880 OutboundSales Order - Allocated Purchase Order Acknowledgement 855 OutboundSales Delivery Advance Shipment Notice 856 OutboundRemote Warehouse (Web Service Integration)Sales Deliveries in an Open Status Warehouse Order 940 OutboundSales Delivery Warehouse Receipt 945 InboundPurchasing (File Integration)Purchasing Purchase Order Purchase Order 850 OutboundPurchasing Receipt of Goods Advance Shipment Notice 856 InboundPurchasing Bill/Invoice Invoice 810 Inbound 

Page 14: EDI for Sage solutions

Planning• Welcome Letter / Auto-Assignment• Kickoff Call / Project Plan• Installation of Transaction Manager

Training• One on One Training• Online Training Material / Downloaded Materials• Training Videos

Setup & Testing• Mapping of new EDI documents and partner• Configuration• Business System Testing• Trading Partner Testing• Label Testing

Production• Move from Test to Production• Handoff to Support

Implementation Stages

05/01/2023

Business Process Review

Data Mapping / Training

Testing / Validation

Go-Live

Page 15: EDI for Sage solutions

TRANSACTION MANAGER DEMONSTRATION

Page 16: EDI for Sage solutions

Global Network Product Suite

Unique next generation, global trading and business integration network

Any-to-any capabilities

Spanning both North America and Europe

With available value added services and applicationseInvoicing/

Supplier PortalASN &

LabelingTrading Partner

CommunityAnalytics &Reporting

Supply ChainHub

TrueCommerceGlobal Network

Page 17: EDI for Sage solutions

CONTACT RKL ESOLUTIONS FOR PRICING, COMPATIBILITY AND A CONSULTING REVIEW FOR YOUR EDI NEEDS.

EAST COAST WEST [email protected] [email protected] 717.735.9131


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