YOUR GLOBAL EDI NETWORK

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1 MINIMUM REQUIREMENTS FOR NETSUITE USERS YOUR GLOBAL EDI NETWORK NORTH AMERICA // +1 (401) EUROPE // +353 (0) AUSTRALIA // +61 (2)

2 ABOUT B2BGATEWAY Founded in Boston, Massachusetts in 1999, B2BGateway is a world leader in the provision of a cloud-based, fully-integrated EDI solution for many ERP systems such as NetSuite B2BGateway s EDI solution is 100% built and maintained by B2BGateway developers B2BGateway has successfully integrated many NetSuite clients with their trading partners A B2BGateway Project Manager will work cohesively together with internal and external parties to plan expectations and determine how best to satisfy a clients needs allowing for hassle free, reliable and seamless exchange of any business documents such as purchase orders, invoices, inventory updates, advanced shipping notices via any communication method (FTP, AS2, HTTP, API) and any file type (X12, EDIFACT, CSV, etc) B2BGateway s EDI solutions with NetSuite are simple to use, competitively priced, highly effective and can increase profitability by reducing the costs associated with manual data entry errors B2BGateway has offices in Ireland, Australia and China enabling us to offer unparalleled support in many time zones with emergency after hours support available as well B2BGATEWAY SETUP@B2BGATEWAYNET

3 ORACLE NETSUITE ERP SETUP NEEDS Client, Trading Partners, B2BGateway and 3PL, if applicable, are ready to begin testing on an agreed upon date and central point of contacts are assigned by each party Ability to accept imported transactions Ability to export transactions containing all required and custom fields necessary for mapping Customer Accounts setup in NetSuite Items fully setup in NetSuite and with Trading Partners All custom fields to be populated by B2BGateway upon import or used during mapping of exported documents Locations (if applicable) Shipping Methods (if applicable) Classes (if applicable) Sales Reps (if applicable) Any discount or tax items (if applicable) Sandbox/testing environment containing all above data if we are expected to use for testing In Summary, if NetSuite is not setup to the point that the client can accept an order into their system and process it all the way through as if it were going to ship, B2BGateway will not be able to begin testing B2BGATEWAY

4 B2BGATEWAY CLIENT NEEDS Trading partner relationship entered by client into assigned B2BGateway Client Portal Testing cannot begin before the step Project plan outlining timeframes, expectations and testing plan is created by the B2BGateway Project Manager Client must return this signed document to B2BGateway before testing can begin Item cross reference tables (X-Ref) populated for each trading partner relationship DUNS cross reference populated if using multiple customer names (DUNS numbers are used by Trading Partners to identify their receiving addresses) Vendor # established with trading partner This must be setup before trading partner will test Client remit to details (DUNS and remit to address) All required documents for order fulfillment such as 940 Warehouse Shipping order, 945 Shipping Advice, 943 Warehouse Stock Transfer & 944 Warehouse Stock Transfer Receipt Map all required documents to any format (X12, CSV, EDIFACT, etc) and transmit via any communication method (HTTP, FTP, AS2, API) B2BGATEWAY SETUP@B2BGATEWAYNET

5 B2BGATEWAY CLIENT PORTAL Every B2BGateway client has access to their client portal where they can it use to view and manage their EDI relationships Features include: Metrics such as most Active Trading Partners, Documents Processed Per Day, Trading Partner Relationships Progress View and update company information Open support tickets 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 B2BGATEWAY

6 TRANSACTION AND EXCEPTION REPORTS Under the reports tab in the Client Portal, you can view all transactions over a given time period B2BGateway will you a daily transaction report B2BGateway will hold any documents that are missing data as required per a trading partner s mapping specifications and that were approved by a trading partner during testing B2BGateway does not validate the data itself in a transaction (ie if a price is incorrect) but will hold a document if the price is required but missing In the Exception Reports section of your client portal, you can view open exceptions with a description of the error for you to correct and resend the documents s are sent to a client as well, advising them of the error The B2BGateway Exception Report helps a client avoid costly trading partner imposed chargebacks for passing bad data B2BGateway specialists are here to help you with the errors, if necessary B2BGATEWAY SETUP@B2BGATEWAYNET

7 FUNCTIONAL ACKNOWLEDGMENT A 997 is also known as a Functional Acknowledgement (FA) It lets you 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 At no additional cost to a client, B2BGateway has dedicated staff that continuously monitors 997 s and will reach out to a trading partner on a client s behalf if any 997 is missing or if there are questions regarding the 997s Open Exception Closed Exception 997 Accepted: Trading Partner has received & accepted your file 997 Rejected: Trading Partner has rejected your file Blank Field: A 997 has not yet been received from the Trading Partner or this is an inbound file B2BGATEWAY SETUP@B2BGATEWAYNET

8 FUNCTIONAL ACKNOWLEDGMENT Contract The client signs and returns a 12 month (self renewing) contract with B2BGateway Dedicated Setup Team Upon receipt of a signed contract, B2BGateway assigns a dedicated 3 person team to setup the client with their chosen trading partners Kick Off Meeting Once the B2BGateway is assigned, a Kick Off meeting is held with the client for introductions and to discuss the setup process Project Plan A Project Plan is developed by the B2BGateway Setup team and sent to client for approval Once the signed project plan is returned, the setup process will begin Rapid Response Team Approximately 90 days after a setup has been in production, the client is moved to the RRT team for the day to day maintenance of their account should any issues arise B2BGATEWAY SETUP@B2BGATEWAYNET

9 CLIENT SUPPORT 1 Project Manager will develop an overall project plan for the entire implementation as well as individual project plans for each trading partner based on their defined requirements The Project Manager will coordinate all internal and external parties to schedule any necessary meetings, facilitate testing and ensure the project stays on course 2 Trading Partner Liaison will be working directly with the trading partners to define the required documents, file format, communication method and testing protocols 3 Setup Programmer will build required maps between B2BGatway and the client s ERP as well as map all required documents to the trading partner based on the specification gathered by your Trading Partner Liaison 4 DEV Team available if needed to work with client on any custom work as it pertains to the flow of your EDI documents B2BGATEWAY SETUP@B2BGATEWAYNET

10 CLIENT SUPPORT A key success factor of B2BGateway has been assigning a Dedicated Project Manager for every new implementation and a Trading Partner Liaison who will work to ensure that we meet all trading partner requirements Our Rapid Response Team is available for emergency support and routine production issues such as trading partner and mapping changes Support is available across several time zones with emergency personnel available after hours and on weekends Client Dedicated Project Manager Rapid Response Team Setup Programming Team Trading Partner Liaison Development Programming Team Maintenance Programming Team For more information on B2BGateway support click HERE How to use B2BGateway s Setup Queue and Client Portal, click HERE B2BGATEWAY SETUP@B2BGATEWAYNET

11 PROCESS FLOW FOR NEW TRADING RELATIONSHIP SETUP Gather requirements from client Gather requirements from TP Client review & sign project plan Obtain test file from TP B2BGateway programming maps test files Test files sent to client/3pl/tp Receive feedback from client/3pl/tp and make any requested changes Modified test files sent to client/3pl/tp Files approved Move relationship to production This process flow is a general overview of a standard setup Process flow and setup times vary based on TP & Client relationship B2BGATEWAY SETUP@B2BGATEWAYNET

12 CONTACTING B2BGATEWAY NORTH AMERICAN HEADQUARTERS Hopkinton, Rhode Island, USA +1 (401) EUROPEAN HEADQUARTERS Shannon, Ireland AUSTRALIAN HEADQUARTERS Sydney, Australia Sales@B2BGatewayNet CHINA HEADQUARTERS Jinan, China Sales@B2BGatewayNet F A C E B O O K Become a fan of B2BGateway on Facebook so you can stay on top of our latest developments and chat with other users w w w f a c e b o o k c o m / B 2 B G a t e w a y T W I T T E R Is tweeting more your thing? We do that too! Follow us on twitter using your mobile phone to receive tweets w w w t w i t t e r c o m / B 2 B G a t e w a y L I N K E D I N We re on the professional networking sites too! You can always find us contributing to a riveting EDI discussion w w w l i n k e d i n c o m / B 2 B G a t e w a y B2BGATEWAY SETUP@B2BGATEWAYNET