Businesses today are connecting like never before.  Omnichannel integration means pushing your products and services to multiple vendors websites.  This type of integration means that suppliers and vendors expect to be able to communicate electronically.  To stay ahead or beat your competition, you need to take the next step, using EDI to connect Epicor to your customer’s systems.

Our EDI Process

SaberLogic provides the software and implementation services for the portion of the EDI process that goes between your VAN or mapping partner and your Epicor ERP.

SaberLogic has been working closely with SPS Commerce on EDI integration since 2009, and we achieved certification of our Epicor EDI solution on their RSX platform.

Solid EDI Integration Methodology

In the past, every EDI trading partner you had needed to have a custom map developed. If you had a lot of trading partners, this quickly became a lengthy and costly development process.

To solve this, SPS Commerce developed a retail standard XML format that they called RSX (Retail Standard XML). By standardizing the format, this allowed SaberLogic to develop a tight integration layer between SPS and Epicor that eliminates the manual data entry of your orders, customer invoices, warehouse shipments, etc.

You have a single channel to SPS, who sorts and separate all EDI transactions and delivers them to us according to the trading partner.

SaberLogic then takes that RSX output file from SPS Commerce and converts that to a file that Epicor can read through Epicor Demand Management and Direct Import, which is the preferred process flow for Epicor EDI handling. Outbound documents are kicked off via a BPM (Business Process Management) which uses database calls for high-performance document creation.

Implementation Process

NOTE:  Total implementation time will vary based on whether you are already using SPS Commerce and on the total number of trading partners.

Supported EDI Document Types

We support the following document types:

		810 - Invoice
		Electronic version of a paper-based invoice document. Created in response to a Purchase Order (EDI 850).
		830 - Planning Schedule with Release Capability
		Used commonly as a sales forecast.
		May include shipping information, though solely based on forecasts.
		846 - Inventory Inquiry / Advice
		Used to communicate inventory information between partners.
		850 - Purchase Orders
		Used to place orders for good or services. Provides information you would find on a paper Purchase Order document (item pricing, item quantities, shipping detail, payment terms, etc.).
		855 - Purchase Order Acknowledgment
		Used to confirm receipt of 850 (Purchase Order). Can include details such as: accept, reject, accept with changes, change or reject one or more lines items for freight charges and terms.
		856 - Advance Ship Notice
		Used to communicate the contents of a shipment to another trading partner.
		Sent in advance of a shipment arriving at a partner facility.
		860 - Purchase Order Change Request - Buyer Initiated
		Used to request the change of a purchase order that had already been sent.
		940 - Warehouse Shipping Order
		Provides instructions to warehouse: what, when, how much to ship.
		945 - Warehouse Shipping Advice
		Used to notify partner shipment is complete.

Is there a document type you need but don’t see it in this list. No problem! Contact our sales support team to discuss your needs and we can develop a custom crafted solution to handle your specific document type needs.

Our Epicor ERP Experience

Over 60 cumulative years of Epicor consulting experience		Experience with Epicor 9, Epicor ERP 10 and Vantage

Experience with the following vertical markets:

• Manufacturing
• Medical Devices and Components
• Government
• Agriculture
• Automotive
• Aerospace
• Music and Entertainment

Magento's eCommerce platform is an incredible front-end for your next Epicor integrated website.

• Automatically push web orders into Vantage or Epicor 9 ERP.
• Integrate customers so they have ship-to addresses, customer-specific pricing and even credit term specific payment methods.
• Integrate items so that inventory and updates are quickly updated on your website.

Our Magento and Epicor ERP Experience

Epicor ERP Experience

• Almost 50 years of cumulative Epicor experience, going back to Epicor Vantage v 3.0

Magento eCommerce Experience

• 6 years of Magento development experience, dating back to 2008.
• Over 20 stores, ranging from software sales, automotive after-market parts, nutritional supplements, industrial supplies, high-end coolers, shipping materials and lawn care equipment.

Epicor and Magento Integration Options

Order Integration

• New orders can be pushed from Magento into Epicor ERP, through an EDI Dashboard. This intermediate step allows customer service representatives to review orders, correct issues and approve before they are imported.
• Update the Magento order status based on business process triggers inside of Epicor.
• Epicor ERP order shipment records can be pushed back to Magento to increment the order status and to populate order tracking fields for customer reference.

Customer Integration

• Bi-directional synchronization of customer information between Epicor and the website.
• Customers can be set-up to create new accounts or require approval before ordering.
• Choose to allow customers to checkout as a guest and orders can be routed accordingly.
• Customers can be set-up to allow/disallow them to manage their own ship-to and bill-to locations from Magento and push into Epicor.
• Updates to customer information inside of Epicor ERP can be pushed back and synchronized with Magento.
• Customer accounts in Magento can be linked with Epicor ERP to specify what kind of payment methods are available to each customer based on their payment terms in Vantage or E9.
• Magento can be enhanced to act as a customer self-service portal by providing archives of orders, invoices and other documents from within Epicor.

Items and Product Integration

• Item details and categories can be pulled down from Epicor ERP and pushed up to the website.
• Item pricing can be set-up by customer, customer group and quantity.
• Available inventory from the ERP can be displayed on Magento and can define the customer ability to order.
• Product attributes defined in Epicor can be imported into the website.
• Products with subscriptions or recurring transactions can be set-up.
• Custom product configurators can be programmed on the Magento front end to configure products on customer orders.

Other Epicor ERP and Magento Integrations

• Magento to Epicor shipping integrations to provide shipment quotes at the time of order, estimated shipment lead times and quotes based on proximity to multiple shipment centers, and integrated tracking numbers.
• Sales tax rates can be maintained in Epicor and integrated with the website, or help to integrate with a sales tax provider which can maintain and calculate rates.
• Customer returns and RMA can be set-up and integrated as needed.
• Search engine optimization (SEO) fields on the front end, such as page titles, meta descriptions, meta robot tags can be managed through user defined fields (UDF) in Epicor.
• SaberLogic has developed an exclusive custom Epicor credit card processing integration with Chase Paymentech to provide credit card processing to both the website's front-end transactions but also to the native Epicor sales orders.

_{Epicor and Vantage are registered trademarks of Epicor Software Corporation.}

A New Epicor Implementation or Deployment?

Our Epicor and Reporting Experience

Epicor ERP, Database and Crystal Reports Experience

Vertical Markets Served

Epicor Reporting Scope

Epicor BAQs & Microsoft SSRS

Epicor BAQ and Report Optimization

Crystal Reports for Multiple Applications

Epicor and Vantage are registered trademarks of Epicor Software Corporation.

Crystal Reports is a registered trademark of Business Objects and SAP AG.

Why hire an Epicor consultant?

What can SaberLogic do for you?

What is our Epicor consulting process?

Our Epicor Experience

Our Epicor Services

Key Areas of Epicor Experience

_{Epicor and Vantage are registered trademarks of Epicor Software Corporation.}

Epicor EDI Solution

Epicor Integrated with Websites

Epicor Integration with Magento eCommerce

Other Integration Projects

_{Epicor and Vantage are registered trademarks of Epicor Software Corporation.}

our customers

 

 

 

 

For more information on our Epicor services, please contact us!

_{Epicor and Vantage are registered trademarks of Epicor Software Corporation.}

Blog Posts with Epicor Tips and Tricks

The following are articles from our blog that focus on various functionality, features, and tips for Epicor 9, Epicor ERP 10 and Epicor Vantage.

• Setting the Default Value of a Field Through a Screen Customization
• Making Epicor 8/9 Searches Work Like They Did In Vantage® 6 and Earlier
• Automatic Job Closing / Completion in Epicor 8 & 9

Epicor on Reddit

Did you know that Bezlio helps to moderate the Epicor area of Reddit?  Check out the latest posts!

_{Epicor and Vantage are registered trademarks of Epicor Software Corporation.}

Epicor Customization

Epicor Mobile Programming

Crystal Reports Development for Epicor

Epicor Macro Programming

Epicor Dashboard Development

Add-ons and Extensions for Epicor

 _{Epicor and Vantage are registered trademarks of Epicor Software Corporation.}

Epicor 9, 10 and Vantage ERP Support Qualifications

Epicor Business Process Services

Epicor Implementation Support

Third Party App Integration for Epicor

Epicor 9, Epicor 10 ERP and Vantage Technical Support

Epicor Report Writing - BAQ and Crystal Reports

Add-ons and Extensions for Epicor

_{Epicor and Vantage are registered trademarks of Epicor Software Corporation.}