Partnering QXtend with eCommerce for a 3PL Solution Glen Diener – Excel Industries James Jarosz – Rocket Software

About: Manufacturer of Hustler Turf (since 1960) and BigDog mowers experiencing significant growth over the past 5 years. Located in Central Kansas (about 40 minutes north of Wichita). More than 1200 U.S. dealers and more than 40 distributors worldwide. Employ approximately 800 people with over 200 QAD users. Have been using QAD since 2005 and currently using QAD 2010se. Our mission is to provide the most dependable, useful, and time- saving products in turf care, while providing unmatched customer loyalty and the best warranty in the business. © 2015 Rocket Software, Inc. All Rights Reserved.

Who is ? 2008 2014 2011 © 2015 Rocket Software, Inc. All Rights Reserved.

Typical “Warehouse” EDI Transactions 940 – Whse. Shipping Order 945 – Whse. Shipping Advice 943 – Whse. Stock Transfer Ship Advice 944 – Whse. Stock Transfer Receipt Advice 947 – Whse. Inventory Adjustments Advice © 2015 Rocket Software, Inc. All Rights Reserved.

How does QAD integrate with 3PL EDI Documents?

“Typical” Ordering Process

940 – Warehouse Shipping Order End-User Order(s) from QAD ERP sent to 3PL. QAD “Sales Order” Information. Exported using eCommerce “Packing List Export” (.35.4.15) menu. Can be formatted as an EDI 850 “Purchase Order”. © 2015 Rocket Software, Inc. All Rights Reserved.

945 – Warehouse Shipping Advice Order Shipment information from 3PL is sent to QAD ERP System. Imported using eCommerce “Sales Order Shipper” Gateway. Documents are viewable in Pre-Shipper/Shipper Workbench (.7.9.2). Can be formatted as an EDI 856 “Ship Notice”. © 2015 Rocket Software, Inc. All Rights Reserved.

© 2015 Rocket Software, Inc. All Rights Reserved.

“Typical” Stocking Process

943 – Whse. Stock Transfer Shipment Advice Bulk Stock Order from QAD ERP sent to 3PL. QAD “Purchase Order” or “Distribution Order” Information. Exported using eCommerce “Purchase Order Export” (.35.4.9) or “Distribution Order Shipment” (.35.4.18). © 2015 Rocket Software, Inc. All Rights Reserved.

944 – Whse. Stock Transfer Receipt Advice Bulk Stock Receipt from 3PL sent to QAD ERP. Imported using eCommerce “Purchase Order Receipt” or “Distribution Order Receipt” Gateway. PO Receipt viewable in QAD menu (.5.13.1) DO Receipt viewable in QAD menu (.12.15.20) © 2015 Rocket Software, Inc. All Rights Reserved.

© 2015 Rocket Software, Inc. All Rights Reserved.

Review: “Typical” Order/Stocking Process Flow Business Documents originate from the Manufacturer and flow to the 3PL. 3PL transmits responding Business Documents. Closed Loop. All transactions can be handed by QAD’s eCommerce Gateways using Traditional EDI. © 2015 Rocket Software, Inc. All Rights Reserved.

Excel Industries 3PL Process Flow

End-User Orders/Receipts Order Processing will follow a “Typical” 3PL process flow. 3PL required the use of the EDI 850 over 940, and 856 over 945 transactions. Chose to create “Shippers” in Pre-Shipper/Shipper Workbench allowing for future EDI business growth. Shippers will allow for 856 ASN exports to customer who require Ship Notifications via EDI. 3PL will invoice Excel for carrier and service fees on a per-shipment basis using an EDI 810 document. © 2015 Rocket Software, Inc. All Rights Reserved.

© 2015 Rocket Software, Inc. All Rights Reserved.

Review: Excel/3PL Order Process Flow Orders (EDI 850) and Shipment (EDI 856) documents follow “Typical” QAD/3PL Document Flow. Added an Invoice (EDI 810) Document from 3PL to Excel for services rendered. There is no eCommerce Gateway that can receive the EDI 810 and create a Voucher in QAD’s “Voucher Maintenance” (.28.1). © 2015 Rocket Software, Inc. All Rights Reserved.

Stocking Orders/Receipts 3PL will manage stock levels and purchase and manufactured items via EDI 850 Purchase Order to Excel. Purchase Orders for purchased items need to be entered into QAD and must originate from Excel, not the 3PL. Need to create a QAD PO (menu .5.7) Purchase Orders for manufactured items need to be entered into QAD Need to create a QAD Material Order (menu .10.7.1) EDI 944’s will be sent from 3PL to Excel and imported into QAD to reconcile PO’s (menu .5.13.1) and MO’s (menu .3.4.3). © 2015 Rocket Software, Inc. All Rights Reserved.

© 2015 Rocket Software, Inc. All Rights Reserved.

Review: Excel/3PL Bulk Stock Process Flow ALL EDI Business Documents originate from 3PL. Not a “Closed Loop” Process Flow. Needs PO’s created in QAD for purchasing from external supply chain. Needs MO’s created in QAD for manufactured stocking components. Need to create Receipts in QAD to reconcile PO’s and MO’s. © 2015 Rocket Software, Inc. All Rights Reserved.

Review: Excel/3PL Bulk Stock Process Flow No eCommerce Gateway that will create a PO in QAD’s “Purchase Order Maintenance” (menu .5.7). No eCommerce Gateway that will create a MO in QAD’s “Material Order Maintenance” (menu .10.7.1) No eCommerce Gateway that will create a MO Receipt in QAD’s “Transfer with Lot/Serial Change” (menu .3.4.3). © 2015 Rocket Software, Inc. All Rights Reserved.

How do we create a QAD Voucher, PO, MO, and MO Receipt using EDI?

QXtend!

EDI to QXtend Workflow 3PL sends EDI Transaction not supported by eCommerce. Rocket TRUedx receives EDI document and transforms the EDI message to the required QXtend document format. Excel picks up the file, transforms to a QDoc and submits to QXtend Broker. Optionally, TRUedx could create the QDoc from EDI data and directly submit to the QXtend Broker. Due to project time and resource constraints, the implementation was completed with a flat-file to QDoc process. © 2015 Rocket Software, Inc. All Rights Reserved.

© 2015 Rocket Software, Inc. All Rights Reserved.

Review: EDI to QXtend EDI 810 (Invoice form the 3PL) creates a QAD Voucher with the maintainVoucher QDoc. EDI 850 PO (PO for purchased goods) creates a QAD PO with maintainPurchaseOrder QDoc. EDI 850 MO (PO for manufactured goods) creates a QAD Material Order with maintainMaterialOrder QDoc. EDI 944 MO (Receipt for manufactured goods) creates an Inventory Transfer with inventoryTransfer QDoc. All of the above are standard UI API adapters provided with QAD’s Qxtend module. © 2015 Rocket Software, Inc. All Rights Reserved.

Questions. Glen Diener – gdiener@excelii. com – www. excelii Questions? Glen Diener – gdiener@excelii.com – www.excelii.com James Jarosz – jjarosz@rocketsoftware.com – www.rocketsoftware.com

© 2015 Rocket Software, Inc. All Rights Reserved.

© 2015 Rocket Software, Inc. All Rights Reserved.