B2BGATEWAY S ACUMATICA EDI FOR YOUR GLOBAL EDI NETWORK B2BGATEWAY SEPTEMBER 16, 2016

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1 YOUR GLOBAL EDI NETWORK B2BGATEWAY S EDI FOR ACUMATICA B2BGATEWAY SEPTEMBER 16, 2016 NORTH AMERICA // +1 (401) EUROPE // +353 (0) AUSTRALIA //

2 TODAY S AGENDA & PRESENTERS 1 About B2BGateway 2 Acumatica EDI Certification 3 What Is EDI? 4 Where Does EDI Fit Into The Marketplace 5 What Makes B2BGateway Stand Out From The EDI Crowd? - Built into Acumatica - Reporting Capabilities - Customer Service - Global EDI Standards - Accreditations & Awards - Clientele 6 How Much Does It Cost? 7 B2BGateway Contact Information Kent Jordan Business Development Representative

3 ABOUT B2BGATEWAY B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to hundreds of Acumatica clients across the globe 1999 $30- billion invoices processed per month 25,000+ trading partner relationships

4 ACUMATICA EDI CERTIFICATION B2BGateway is the only Acumatica Certified and Customer Validated EDI Solution Provider

5 WHAT IS EDI? IT SOUNDS SIMPLE EDI (Electronic Data Interchange) is defined as the structured transmission of data between organizations by electronic means It is used to transfer electronic business documents such as Purchase Orders, Invoices, Advance Shipping Notices (ASNs), and many more from one computer system to another, ie from one trading partner to another trading partner TRADING PARTNER TRADING PARTNER ACUMATICA USER

6 LET S START AT THE BASICS EDI is not an out of the box solution Whether your organization is implementing EDI on your own terms to introduce best business practice or you are implementing EDI to meet a Trading Partners requirement's, the following must be considered: EDI Standards (X12, EDIFACT, XML ) EDI Communication Protocols (VAN, AS2, FTP ) Integration with Acumatica Protocols

7 EDI STANDARDS ANSI X12 Developed by American National Standards Institute (ANSI) in 1979 Most popular EDI transaction set in North America Transaction sets given numeric values, eg PO = 850, Invoice = 810 etc Multiple standards within X12, 4010, 4030, 5010 etc EDIFACT Developed by the United Nations (UN) in 1986 Most popular EDI transaction set outside of N America Mostly used in Europe &Far East Transaction sets given names PO = ORDERS, Invoice = INVOIC, etc Multiple standards within EDIFACT Most popular current standard is D96A Tradacoms Developed by the United Kingdom Retail Sector in 1982 Had been most popular EDI Transaction Set in UK but is now being over taken by EDIFACT Still used today by UK retailers but is slowly being phased out and replaced by EDIFACT subset Eancom

8 EDI STANDARDS ANSI X (PURCHASE ORDER) ISA*00* *00* *08*925485US00 *08*472103RI *141106*1211*:*00501* *0*P*> GS*PO*925485US00*472103RI* *1211* *X* ST*850*0001 BEG*00*SA* ** CUR*BY*USD REF*DP*00003 REF*MR*0003 REF*PD*JANFEAWK51 REF*IA* FOB*CC*OR*CHICAGO IL IL ITD*05*15*****65 DTM*038* DTM*037* DTM*063* PID*S*08*VI*FL TD5*O****RETAIL LINK/ BB N9*L1*SPECIAL INSTRUCTIONS MTX**NO PRETICKET MTX**==============================IF MULTIPLE DESTINATIONS HAVE MTX**THE SAME SHIP DATE, PLEASE SHIP TO FURTHEST DESTINATION MTX**FIRST AND CLOSEST DESTINATIONSLAST MTX**CALL FOR DELIVERY APPOINTMENT 48 HOURS IN ADVANCE MTX**==============================SUPPLIER WILL SHIP ALL MTX**MERCHANDISE IN ACCORDANCE WITHTHE CURRENT SHIPPING AND EDIFACT ORDERS (PURCHASE ORDER) UNB+UNOA: : : : ORDERS UNH+1+ORDERS:D:96A:UN:EAN008 BGM+220+LM T+9 DTM+137: :102 DTM+64: :102 NAD+DP ::9++BALLYMUN PBL LOC ::9 NAD+SE ::9++OLD IRISH CREAMERY CHEDDAR NAD+BY ::9++TESCO STORES LTD LIN :EN PIA :IN:92 IMD+F++TU:::OAK SMOKED CHED 200G QTY+21:82000 QTY+59:12000 LIN :EN PIA :IN:92 IMD+F++TU:::CHEDDAR WITH CHILLI 200G QTY+21:81000 QTY+59:12000 LIN :EN PIA :IN:92 IMD+F++TU:::CHEDDAR WITH CRANBERRIES QTY+21:81000 QTY+59:12000 TRADACOMS ORDHDR (PURCHASE ORDER) STX=ANAA: :UK LTD :SUPPLIER PLC : ZZ0014 +ORDHDR+B MHD=1+ORDHDR:9 TYP=0430+NEW-ORDERS SDT= : SUPPLIER PLC+THE FACTORY:ANYSTREET:ANYTOWN:ANYSHIRE:AN1 9ZZ CDT= BOOTS UK LTD+BEAUTY & PCARE:1 THANE RD:NOTTINGHAM NG90 1BS FIL= MTR=6 MHD=2+ORDERS:9 CLO= :D82 ORD=Q :: N OLD= : TOOTHBRUSH FIRM OLD= : TOOTHBRUSH MED OTR=2 MTR=7 MHD=3+ORDERS:9 CLO= :D82 ORD=Q :: N OLD= : TOOTHBRUSH SOFT OTR=1 MTR=6 MHD=4+ORDTLR:9 OFT=2 MTR=3 MHD=5+ORDHDR:9

9 POPULAR EDI COMMUNICATION PROTOCOLS VAN: The VAN (value-added network) is simply a secure network where EDI documents can be exchanged between a business and its trading partners An organization will be provided with a mailbox Documents are sent and received from there and the organization checks the mailbox periodically to retrieve its documents AS2: Applicability Statement 2 is a specification about how to transport data securely and reliably over the Internet Security is achieved by using digital certificates and encryption AS2 is one of the most popular methods for transporting data, especially EDI data over the Internet FTP: File Transfer Protocol is the commonly used protocol for exchanging files over the Internet FTP by itself does not provide the security needed for document exchange with other companies over the Internet More secure options sftp or FTPS may be preferred

10 INTEGRATION WITH ACUMATICA

11 SO LET S PUT ALL THAT TOGETHER Each trading partner specifies their required communication method and which documents they require to complete EDI transactions This can make the EDI process very complex as illustrated below AS2 AS2 Server AS2 X-12 Ver 5010 Encryption Annual Licensing Certification Consultant Fees VAN Van Mailbox Setup Mailbox Fees X-12 Ver 4040 Mapping Tools Modem Phone Consultant Fees FTP FTP Server FTP Credential X-12 Ver 4010 Mapping Tools Consultant Fees FTPS FTPS Encryption Certificate X-12 Ver 3040 Mapping Tools Consultant Fees ACUMATICA USER

12 B2BGATEWAY MAKES IT EASY AS2 VAN FTP FTPS AS2 Server Van FTP Server FTPS AS2 Mailbox Setup FTP Encryption X-12 Ver 5010 Encryption Mailbox Fees Credential Certificate X-12 Ver 4040 X-12 Ver 4010 X-12 Ver 3040 Annual Licensing Mapping Tools Mapping Tools Mapping Tools Certification Modem Phone Consultant Fees Consultant Fees Consultant Fees Consultant Fees ACUMATICA USER

13 WHERE DOES EDI FIT INTO THE MARKETPLACE? (ONLINE RETAILER) (BOX STORE RETAILER) (FACTORY) ACUMATICA USER 810 Invoice 820 Payment Remittance Advice 850 Outgoing PO / Incoming SO 852 Product Activity Data 846 Inventory Inquiry 855 PO Acknowledgement 856 Advanced Ship Notice 860 Purchase Order Change 940 Warehouse Ship Order 945 Warehouse Ship Advice (SHOPPING CART) 3PL (THIRD PARTY LOGISTICS) (FINANCIAL INSTITUTION)

14 WORKING WITH AMAZON INVOICE 850 OUTGOING PO / INCOMING SO 855 PURCHASE ORDER ACKNOWLEDGEMENT 860 PURCHASE ORDER CHANGE REQUEST 856 ADVANCE SHIP NOTICE 753 REQUEST FOR ROUTING 754 ROUTING INSTRUCTIONS 846 INVENTORY INQUIRY/ADVICE GS1 128 LABELS GS1 128 LABEL

15 GS1-128 LABELS In today s business environment, GS1-128 (formerly known as UCC-128) labels have become a necessary part of the criteria for large format retailers in automating the supply chain with their suppliers GS1-128 labels are an outer label affixed to each carton and/or pallet and provide information about a particular shipment This label will alert the trading partner about shipment information such as who the vendor / supplier is, carton content, store ship to location, etc, and is a mix of both human readable as well as scan able information The GS1-128 label on every carton is scanned at its destination location (eg trading partner central warehouse) and information usually is tied to an Advance Ship Notice (ASN) that has already been transmitted via EDI to the trading partner from the supplier

16 ONLINE RETAILERS & COMMERCEHUB Most Box Store Retailers who also have online (com) stores will use the CommerceHub platform to transmit EDI documents In this case, B2BGateway would communicate with CommerceHub first ACUMATICA USER 850 Purchase Order [ Imported as Sales Order in Acumatica ] 846 Inventory Advice [ Outbound reflecting inventory levels ] 810 Invoice [ Outbound to your Trading Partner ]

17 MANAGE YOUR EDI ACCOUNT WITH B2BGATEWAY CLIENT PORTAL

18 CLIENT PORTAL FEATURES In the Client Portal clients can view and manage their EDI relationships Features include: Business Intelligence such as Most Active Trading Partners, Documents Processed Per Day, Trading Partner Relationships Progress View and update company information Contact support View Trading Partners Status and add new Trading Partners Reprocess EDI documents Login to Cross Reference and WSS View reports such as Transaction, Exception and/or Custom Reports

19 B2B DIFFERENCE BUILT INTO ACUMATICA DASHBOARD When designing our Acumatica integration tool, we decided the user should never have to leave their Acumatica system so we built B2BGateway in!

20 REPORTING - TRANSACTION REPORTS Under the reports tab in the Client Portal the client can view all transactions over a given time period B2BGateway can also the client a daily transaction report if required

21 REPORTING FUNCTIONAL ACKNOWLEDGEMENT A 997 is also known as a Functional Acknowledgement (FA) It lets the client know if the trading partner has received and accepted the file Receipt of a 997 does not necessarily mean that the file contains no errors 997 Accepted: Trading Partner has received & accepted your file 997 Rejected: Trading Partner has rejected your file Open Exception: There are issues with the file you tried to send Check the Exception Report for details Fix and resend the file Closed Exception: The file was fixed and resent or someone closed the exception manually Open Exception Closed Exception Blank Field: A 997 has not yet been received from the Trading Partner or this is an inbound file

22 REPORTING - EXCEPTION REPORTS If a client sees an Open Exception in the Transaction Report, they should open up the Exception Reports Section on their Client Portal Here they will see files that have been rejected by the trading partner and a reason as to why the were rejected The client can then fix these errors and re-send or contact B2BGateway support for help

23 B2BGateway s maps are not hard coded and therefore offer much flexibility MAPPING CAPABILITIES All incoming data is broken down into individual pieces that are individually tagged and stored This allows B2BGateway to re-configure and re-build the data in whatever manner or format is required by the client

24 CUSTOMER SERVICE B2BGateway has been providing excellent customer service to all of our clients, including Acumatica and we will continue to do so in the future B2BGateway has developed two new teams to help clients with setting up and maintaining their trading partner relationships The teams consist of a dedicated Setup Team for the setup phase of the relationship and thereafter the Rapid Response Team (RRT) is available for any ongoing requests the client may have during the lifetime of the relationship Available Support Setup phase dedicated project manager with trading partner liaison executive to ensure we meet all current trading partner requirements Rapid Response Support Team available for when issues need immediate attention Support is available 24/7 all year long and in your time zone These support features are included in the monthly fee at no extra cost 24/7

25 SUCCESS STORY NZXT Founded by Johnny Hou and headquartered in Los Angeles, CA, the company is one of the leading manufacturers of computer cases, components, and accessories for the PC enthusiast market since 2004 After purchasing Acumatica s cloud based ERP system from Collins Computing, the next step was to find an EDI provider that could not alone give NZXT the EDI functionality that they needed, but also a provider that could provide full, seamless integration with Acumatica Today with the help of B2BGateway, NZXT automates the transmission of thousands of documents and tens of thousands of SKUs (product lines) each and every month B2BGateway s EDI solution removes the need for the NZXT staff to manually re-key data; this in turn leads to reduced errors, lower labor costs and faster payments from their customers

26 ADVANTAGES OF B2BGATEWAY EDI FOR ACUMATICA Meet Customer Requirements: Acumatica users are able to meet the supply contract requirements of all major Online and Box Store Retailers Integrate with 3PL s Acumatica users are able to communicate effectively and efficiently with their outsourced third party logistics providers (3PL) GS1-128 Labels B2BGateway can support the outer case GS1-128 barcode labels and Packing Slips that may be required by trading partners CommerceHub B2BGateway can automate the flow of data between Online Retailer Hubs such as CommerceHub and VendorNet Full Communication Integration B2BGateway is a complete communications hub can work with all data formats such as XML, CSV as well as the traditional EDI formats and standards Customization B2BGateway can customize solutions to meet the individual Acumatica users needs

27 HOW MUCH DOES IT COST? Organizational Setup Fee $750 one time fee Trading Partner Fee $600 One time setup fee per trading partner B2BGATEWAY has been providing excellent customer service to all of our clients, including Acumatica users and we will continue to do so in the future Our pricing is posted on our website (b2bgatewaynet/pricingasp) All (318+) EDI X-12 Transaction sets are supported at one low price Free Cross Reference Tables All mapping changes and upgrades required included in standard fee Basic Service Fee $149/mo EDI Transactional Fee $006/SKU line Fully managed 997 Functional Acknowledgement SETUP FEES PRICING RECURRING FEES

28 Questions Anyone?

29 THANK YOU FOR WATCHING Call USA: Call Europe: Call Australia: Web: (USA) (EU) (AU) wwwb2bgatewaynet