JDE Integration with Shipping Solutions® for International Export Documents Prepared by: Name: John Howe Title: Senior Business Systems Analyst Company:

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Presentation transcript:

JDE Integration with Shipping Solutions® for International Export Documents Prepared by: Name: John Howe Title: Senior Business Systems Analyst Company: Dober Dober integrates Shipping Solutions® with JDE for all their international shipments. The presentation will cover the following: First, how the integration works from user perspective and steps involved to create documents. Secondly, the technical integration via automated SQL and text file. By teaming with Shipping Solutions® technical support team, we devised the methodology to allow automated SQL integration between JDE and Shipping Solutions® to ensure customer and material tables are maintained. Lastly, by using automated JDE exports to text files along with scheduled Shipping Solutions® imports. We bring in current orders from JDE to Shipping Solutions® to generate all the necessary export documents for the specific country on the order ensuring the export documents are accurate Session ID#: JDE #JDEINFOCUS or add your own Twitter handle

This is a divider slide title This is a subtitle or bulleted list

Who is Dober? ■Dober is a family owned chemical manufacturer, producing cleaning, water treatment and corrosion & scale inhibitors ■We service the following industries ▪Pharmaceutical ▪Engine Coolant Additives ▪Oil & Gas Industries ■Spindle (division of Dober) produces operations management software to track productivity and reduce utility costs for industrial laundries ■Went live with XE in Upgraded to 9.0 in 2011

Business Problem ■International business is growing ■Difficult to keep customer service and or shipping receiving personal trained on different regulations

Why Shipping Solutions ■Import / Export capabilities ■Pricing ■Free trial – used for our proof of concept ■60 day money back guarantee ■Recommended by one of our larger international customers ■Open database structure ▪Allows more control for automated process ▪Consentient with JDE open database structure

Shipping Solutions Imports ■Can be imported via text file import ■Shipping Solutions support verified we could write directly to their contacts table ■Changes required to support ▪Enabled SA user on SS server (default install is SQL express) ▪Set SA password ▪Added linked server between JDE SQL and SS SQL servers ▪Added nightly SQL agent job to populate SS ▪Setup share on “Shipping Solutions Imports” SS server ▪Created folder on JDE SQL "D:\JDE to Shipping Solutions Export"

Shipping Solution Import Process Contacts - Bill to Contacts - Freight Forwarder Contacts - Intermediate Consignee Contacts - Ultimate Consignee Contacts - Exporter Import products Import cross reference products JDE Exports of Shipments Run Shipping Solution Data Exchange Manager Dangerous goods – IATA Dangerous goods – IMO/IMDG

User defined fields in Shipping Solutions ■tbl_products.userdefined_5 ▪"Cross Reference Item" when item is a cross referenced item ■tbl_products.userdefined_6 ▪JDE short item number (ITM) ■tbl_products.userdefined_7 ▪JDE customer cross reference number (AN8) ■Changes to Data Exchange Manager (DXM) ▪Added XML attribute “ShortItemNumber” to ssdatafields.xml ▪Allows JDE short item number to be imported at shipment level ▪Data exchange manager field mappings:

Changes to Data Exchange Manager (DXM) ■Needed relationship for customer cross reference as shipment level ■Shipping Solution support advised how to change your DXM to bring over additional or user defined fields ■Changes to ssdatafields.xml ▪Added XML attribute “ShortItemNumber” to ssdatafields.xml — — Detail — ZZ — userdefined_6 — System.Double — -1 — 0 — 1 — 99 — ShortItemNumber — 0 — Product UserDefined 6 — ZZZZZ —

Shipping Solution Contact Types ■Exporter ▪JDE branch plants we ship from (AT1 = F) ■Ultimate Consignee ▪AT1 = CS,CP,F and CTR not equal US,blank ■Bill To ▪JDE AT1 = CB or (AT1 = CS and BADT = X) ■Freight forwarder ▪AT1 = TC (Transportation carrier) ■Intermediate Consignee ▪AT1 = CI (Intermediate consignee) ■Miscellaneous ▪Not used ■Notes ▪AT1 (Address book search type) ▪BADT (AR billing information billing address type) ▪CTR (Address book mailing country)

Contacts Import ■Tables affected ▪tbl_contacts ▪tbl_contacts_tmp ■SQL scripts

Products Import ■Table affected ▪tbl_products — 1 st import for actual JDE item numbers — 2 nd import for customer cross reference items numbers ■SQL scripts

Shipments Import ■Shipping solutions has Data Exchange Manager (DXM) designed for importing shipment. ■Support recommended to use DXM over direct imports ■DXM requires a header and detail file ■Used a batch file to run SQL script outputting to text file ■Batch steps ▪Set date time for file name ▪Run SQL script outputting to | (pipe) delimited text file ▪Remove separator line with dashes between data and column ▪Copy text file to share on Shipping Solutions server

Import Shipments - Data Exchange Manager ■Run DXM – Manual step within Shipping Solutions ■Can be scheduled to run a batch process

Dangerous Goods Imports ■Shipments must be imported prior to running ■Used to populate Dangerous Goods table for IATA/IMDG ■Currently handled as a nightly process with a one day delay ▪Day 1 imports shipments ▪Day 2 populates Dangerous Good table based on shipment

Please complete the session evaluation We appreciate your feedback and insight Session ID# JDE