How Will Epicor ERP EDI Integration Improve Your Customer Relationships?

The emergence of new technologies, expanded industry adoption, standardization efforts, and the integration of EDI with other emerging technologies are driving the evolution and relevance of EDI. As businesses seek greater efficiency, automation, and connectivity, EDI continues to adapt and provide solutions for streamlined data exchange and improved business processes.

What is Epicor ERP?

Epicor ERP is a business management software suite provided by Epicor Software Corporation. The Epicor ERP software is modular, industry-specific, cloud-based, and scalable to meet the needs of businesses of different sizes.. It is designed to help organizations manage and streamline their core business processes, including finance, manufacturing, distribution, supply chain, inventory, sales, and customer relationship management (CRM).

Who uses Epicor ERP?

Epicor ERP system and business management software both are the best solution for small, medium and large organizations. From small businesses to largest companies, 21,000 customers in 150 countries are connecting with their business partners and employees with Epicor ERP software.

What is EDI?

EDI facilitates the exchange of various business documents, such as purchase orders (EDI 850), invoices (EDI 810), ASN (856), and Inventory Data (EDI 846), in a computer-readable format. The documents are typically exchanged between different computer systems or software applications, enabling seamless integration and communication between trading partners.

What is Epicor ERP EDI Integration?

Epicor ERP EDI integration refers to the seamless integration of Electronic Data Interchange (EDI) functionality within the Epicor ERP (Enterprise Resource Planning) system. Epicor EDI integration is the process of connecting Epicor ERP systems to an EDI solution. It enables businesses to exchange electronic business documents with their trading partners using standardized EDI formats. Here's an overview of Epicor ERP EDI integration:

• Document Generation: Epicor ERP allows users to generate EDI documents such as purchase orders, invoices, shipping notices, and more directly within the ERP system.
• Format Translation: Epicor ERP supports standard EDI formats such as ANSI X12 and UN/EDIFACT. The EDI integration within Epicor can translate the internally generated documents into the appropriate EDI format required by trading partners.
• Data Mapping: Epicor ERP's EDI integration involves mapping data fields between the ERP system and the specific EDI format used for communication. This mapping defines how data elements within the ERP system align with the segments and fields in the EDI documents.
• Validation and Compliance: The EDI integration within Epicor ERP includes validation checks to ensure the accuracy and completeness of the data being exchanged. It verifies that all required fields are populated correctly and checks for any errors or missing information.
• Automated Processing: When receiving EDI documents from trading partners, Epicor ERP's EDI integration automatically processes the incoming data. It extracts relevant information and updates the appropriate fields within the ERP system, eliminating the need for manual data entry and expediting business processes.
• Communication and Transmission: Epicor ERP provides various methods for transmitting EDI documents to trading partners. This can include integration with Value-Added Networks (VANs), direct connections using protocols like AS2 (Applicability Statement 2), or utilizing File Transfer Protocol (FTP) for secure data transmission.
• Trading Partner Management: Epicor ERP's EDI integration allows for efficient management of trading partner relationships. It enables the configuration and maintenance of trading partner profiles, defining specific EDI document requirements, communication protocols, and security settings for each partner.

If you are looking for a way to improve the efficiency and communication of your business, Epicor ERP EDI integration is a good option to consider. The integration process can be complex, but the benefits of integration can be significant.

Below is the step-by-step breakdown of Epicor ERP EDI integration process.

• Receipt of EDI 850 Purchase Order: The EDI integration receives an EDI 850 purchase order document from a retail, wholesale, or manufacturing partner.
• Automated Tally and Conversion: The received EDI 850 purchase order is automatically processed by the integration system. It tallies and validates the data within the document to ensure accuracy and completeness. Then, the EDI 850 data is converted from the EDI format into an internal format such as Idoc, XML, or Flat File (FF). This conversion allows the data to be understood and ingested by the ERP system.
• Ingestion into Epicor ERP System: The converted internal format of the EDI 850 purchase order is ingested into the Epicor ERP system. The Epicor ERP system is responsible for processing and managing various aspects of the purchase order, such as inventory management, order fulfillment, and financial processes.
• API Connection: To push the information from the converted EDI document into the Epicor ERP system, an API (Application Programming Interface) connection is used. The integration system leverages the API provided by the Epicor ERP system to establish a connection and transfer the converted data. This ensures a seamless and automated flow of data between the EDI integration and the ERP system.
• Data Integration into Epicor ERP: The integration system utilizes the API connection to push the converted EDI data into the respective modules and fields within the Epicor ERP system. The data from the EDI purchase order is integrated with the Epicor ERP system's relevant functionalities, such as creating sales orders, updating inventory levels, generating financial entries, and triggering fulfillment processes.

By following this integration process, the data contained within the EDI 850 purchase order is efficiently processed, converted into the appropriate internal format, and seamlessly integrated into the Epicor ERP system for further processing and management.

The benefits of integrating epicor ERP and EDI

Integrating Epicor ERP (Enterprise Resource Planning) with Electronic Data Interchange (EDI) offers several significant benefits for businesses. Here are some key advantages of integrating Epicor ERP and EDI:

• Streamlined Data Exchange & Improved Efficiency: Epicor ERP EDI Integration eliminates the need for manual data entry and streamlines the exchange of business documents between trading partners. It automates the transfer of data, reducing errors and improving data accuracy & Efficiency.
• Enhanced Visibility and Control: Epicor ERP EDI Integration provides real-time visibility into EDI transactions within the Epicor ERP system. It allows organizations to track the status of orders, shipments, and other documents, enabling better decision-making and proactive management of business processes.
• Error Reduction: Epicor ERP EDI Integration minimizes the risk of errors associated with manual data entry and document processing. By automating data transfer, validation, and synchronization, integration ensures accurate and consistent information throughout the order fulfillment process.
• Increased Customer Satisfaction: Epicor ERP EDI Integration enables faster order processing, improved order accuracy, and better communication with trading partners. This leads to enhanced customer satisfaction, as orders are fulfilled accurately and in a timely manner.
• Supply Chain Optimization: Integration facilitates seamless collaboration and data exchange with trading partners, optimizing supply chain operations. It improves inventory management, demand planning, and order fulfillment, resulting in reduced stock-outs, improved production planning, and better overall supply chain efficiency.
• Cost Savings: Integration reduces manual effort, paper-based processes, and administrative costs associated with data entry and document processing. It eliminates the need for physical document handling, reduces paperwork, and streamlines business operations, resulting in cost savings over time.

Overall, integrating Epicor ERP with EDI provides organizations with improved efficiency, enhanced visibility, reduced errors, and increased customer satisfaction. It optimizes supply chain processes, promotes better collaboration with trading partners, and helps organizations stay compliant with industry standards.

Epicor ERP EDI Integration with Infocon Systems

Infocon Systems is a trusted cloud-based EDI and API Integration Solutions company, connects Epicor ERP with your important business applications. Infocon Systems ensures that your business data is always accurate and up to date with Epicor ERP.

Key points of Epicor ERP Integration with Infocon Systems.

• Fast Set up: Get a fast setup of your EDI Domain.
• Rapid Deployment of Trading Partners: Onboard new trading partners with our easy-to-use scalable solution that grows with your business needs.
• EDI Training: Integrating EDI into Epicor ERP gives you the ability to electronically trade with trading partners.
• Security and Support: Learn how to integrate Epicor ERP and Infocon Systems with the help of EDI experts.
• Flexible Communication: Connect with all major communication networks (AS2, Van).
• Data Mapping: Cross-reference data and use field defaults to map Epicor ERP custom fields with Infocon Systems.
• Document Formatting: Ensure invoices, sales orders, purchase orders, packing slips, receipts, and more are formatted correctly for each trading partner.

To learn more about how Infocon Systems can take care of your EDI needs for Epicor, please don’t hesitate to give us a call at +1 888-339-0722 or email sales@infoconn.com.
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