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Anveo EDI Connect for Microsoft Dynamics NAV Version 7 · December 2017

Transcript of Anveo EDI Connect - anveonav.com EDI Connect EN V7...UNH+777+ORDERS:D:96A:UN:EAN008'...

Anveo EDI Connectfor Microsoft Dynamics NAV

Version 7 · December 2017

Features

Content

FeaturesEDI Overview ………………………………………………….. Page 2Message Control Center ……………….…………………. Page 3Components ………………..…………..…………………….. Page 4EDI Setup ……………………….………………………………… Page 5EDI Assistant ……………….…………………………………… Page 6

Data FormatsX12 ……………………………………………………………..… Page 8EDIFACT ………………………………………………………….. Page 9XML ………….…………………………………………………… Page 10Plain-Text / CSV ……………………………………………... Page 11Communication Channels ……………………………… Page 12

LicenseAnveo EDI Connect License …………………………… Page 14Service Plan ……………………………………………………. Page 16

ServicesAnveo Projects ……………………………………………….. Page 18EDI Starter Package ……………………………………….. Page 19Training ……………………………………………………….... Page 21Service Packages ………………………………………….. Page 22

ActAnveo Product Family …………………………………….. Page 24Get an Overview …………………………………………... Page 25Next Step ……………………………………………………... Page 26

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EDI – Data Interchange With Partners

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Message Control CenterKeep your EDI messages under control

The Anveo Control Center clearly shows incoming and outgoing EDI messages.

You will be informed about data transformation problems. Direct links to the corresponding EDI messages helps you solve issues.

Tailor the Anveo Message Control Center to your needs with the power of Dynamics NAV.

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Anveo EDI ConnectAll you need is combined in one product

Components of Anveo EDI Connect

Electronic data interchange between business partner.

Send and receive business documents.

Keep control over your EDI data in Dynamics NAV.

Dynamics NAV converter to process any data formats.

Inter company posting feature for any documents.

Configure your own EDI workflow

EDI SETUP

Definition of data transformation takes place in Microsoft Dynamics NAV.

ASSISTANT

CONVERTER

Transform your data directly in Microsoft Dynamics NAV –without the need of external software.

DATA TRANSFER

Automatically detects message structure of EDIFACT and XML.

Transfer your data to EDI partners and keep control with EDI message control center.

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EDI SetupSimple definition of data transformation realized in Anveo EDI Connect

Anveo EDI Connect is an add-on for Microsoft Dynamics NAV and is fully set up and operated from there. Simply define your data transfor-mations by mouse-click.

No external converter or additional service provider required to transform XML, EDIFACT, X12 or other formats.

All data transformations are executed on Microsoft’s Dynamics NAV service tier (or the Classic Client).

System requirement is Dynamics NAV 2009 R2 or newer (application). Anveo EDI Connect also runs with previous database versions.

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EDI AssistantAutomatically create EDI document structure

Save valuable time by extracting the data structure from example files

This is unique

The Anveo EDI Connect setup assistant analyzes the EDIFACT and XML data structure from your example files. A mapping template is created automatically in Microsoft Dynamics NAV.

All EDIFACT formats/standards are supported

The message structure is automatically interpreted for UN/EDIFACT formats like D96A. All other formats can be also read by its generic detection.

EDI set-up in just a few minutes

The Anveo EDI Connect assistant significantly reduces your setup time. Define your EDI data structure with just a few mouse-clicks.

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FormatsThere are numerous formats for the exchange ofdata between business partners. Anveo EDI Connect supports almost all data formats making Anveo an universal tool for any EDI requirements.

On the following pages, we will present the most common EDI formats.

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ISA*00* *00* *01*0123456789 *12*1123456789 *100325*1113*U*00403*000011436*0*T*>~GS*PO*1234567890*1234567890*20140411*1354*1704*X*004010~ST*850*00001234~

X12American National Standards Institute Accredited Standards Committee X12

Extract from an X12 example file

X12 is an international standard and mainly used in the United States.

X12 is still growing and used in different sectors like health care, insurance, transportation and many more.

Anveo EDI Connect supports X12. We can configure any message types and exchange data from and to any Dynamics NAV table.

Commonly Used Data Types:

✓ 810 Invoice✓ 832 Price/Sales Catalog✓ 846 Inventory Inquiry/Advice✓ 850 Purchase Order✓ 855 Purchase Order Acknowledgment✓ 857 Shipment and Billing Notice✓ 879 Price Information✓ 940 Warehouse Shipping Order✓ 945 Warehouse Shipping Advice

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UNB+UNOC:3+1234567890123:14+0987654321098:14+120501:1324+1'UNH+777+ORDERS:D:96A:UN:EAN008'BGM+220+ORD111111+9'DTM+137:120501:101'

UN/EDIFACTUnited Nations Electronic Data Interchange For Administration, Commerce and Transport

Especially in Europe, EDIFACT has gained wide acceptance and is supported by many systems.

Anveo EDI Connect offers a very wide-ranging support for EDIFACT and handles all message types and dialects.

The standard is constantly evolving. Each version gets a version number, such as D96A, D01B, D10A.

Commonly used data formats:

✓ Orders (ORDERS)✓ Order Confirmation (ORDRSP)✓ Shipment (DESADV)✓ Invoice (INVOIC)✓ Advice Of Settlement (REMADV)✓ Load Data(IFTMIN)✓ Sales Data (SLSRPT)✓ Inventory (INVRPT) ✓ and a lot more …

Extract of anEDIFACT example file

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XML-FilesExtensible Markup Language

XML files are supported by many systems. The format is easily readable for both the computer and with a little practice for humans. The data is structured by elements.

Anveo EDI Connect supports XML files with many features, such as namespaces, prefixes, and other features that are not available by XMLPorts of Microsoft Dynamics NAV.

XML example file

XML-based file formats

✓ IDOC✓ cXML✓ OpenTrans✓ and more …

<?xml><Root xmlns="http://anveonav.com/2014/examples/communication"><Item No="IX3241"><Description>Item description with <b>Formated</b> Text</Description></Item></Root>

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Plain-Text / CSV Simple text formats

Quite often text separated formats are used to organize simple data structures such as item master data. Although its format is quite simple to read and understand, it may be difficult to represent complex data structures.

Anveo EDI Connect supports formats with fixed field lengths, as with dynamic, and mixed forms. It is possible to define optional elements and record-based text formats such as VDA.

CSV example file

# Record Type = CUST;Name;No.CUST;Smith, John;1000# Record Type = ORDER;No.;Item No.;QtyORDER;10023;IX3243;5ORDER;10023;IX3241;1ORDER;10023;IX3248;2

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Communication ChannelsEDI files may be exchanged during different communication channels.

Commonly Used Communication Channels

FTP - File Transfer ProtocolFTPS - FTP over TLSSSH - Secure ShellSFTP - SSH File Transfer ProtocolSCP - Secure CopyX.400 - Message Handling SystemAS/2 - Applicability Statement 2AS/3 - Applicability Statement 3OFTP - Odette File Transfer ProtocolOFTP 2- Odette File Transfer Protocol 2POP3 - Post Office Protocol 3SMTP - Simple Mail Transfer ProtocolIMAP - Internet Message Access Protocol

AnveoNAV.com

There are many ways to send and receive EDI messages. Some are directly supported by Anveo EDI Connect. However, some may require a provider or external software to increase the control of data flow.

Anveo EDI Connect supports the following communication directly:

• File based (including UNC network shares)• POP3 - Post Office Protocol 3• SMTP - Simple Mail Transfer Protocol• FTP - File Transfer Protocol• FTPS - FTP over TLS

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License

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2.Simply license each required EDI mapping by a package price, or choose the Unlimited Mapping Package.

A mapping is the definition of an EDI message type for one communication partner.

The Basic Package provides all the core featuresand is required once for each installation.

The Anveo License is bound to your Microsoft Dynamics NAV license and to an NAV company name. Additional companies must be licensed separately. Licenses for test and development systems are available on request and free of charge.

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NUMBERS OF MAPPINGS

LicenseThe Anveo EDI Connect licensing consists of a base license plus the required mappings.

BASIS € 2.000

Setup in Windows Client

Data transferfile, email, FTP

Control centerand converter

Assistant fordata structure

Version control and debugger

1 EDIFACT/X12Mapping

€ 500

10 Text/CSVMappings

10 XMLMappings

€ 500

€ 500

UnlimitedEDIFACT/X12, XML and Text/CSV

Unlimited number of mappings

€ 14.500

ODER

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For a quick start, services are already included in the Anveo license depending on license size.

∞UNLIMITED

Package

BASEPackage

15 hours2 hours

Technical questions regarding installation, and configuration.

Additional support on demand15 minutes minimum/incident.Included support hours must be used within 6 months after license order.

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The Anveo Service Plan protects your investment Anveo:You get access to new features and optimizations.

Included Services▪ Update rights for all Anveo EDI Connect versions within the

validity period of the service plan. The installation as a service is to be provided by the partner, or Anveo be requested separately chargeable.

▪ Upgrade the Anveo license for additional mappings▪ Extends automatically by one year▪ Period of notice 1 month before the expiry▪ Mandatory for the first year, optional from 2nd year

16% of the license value per yearProportionally at supplementing a license

Anveo Service Plan provides you with instant access to the latest features.

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Services

All Anveo services are optional services to support the

Anveo Partners. Anveo is optimized for the

independent development by Microsoft partners for

Dynamics NAV.

✓ Creating a requirements analysis

✓ Installation of Anveo EDI Connect

✓ Configuration of mappings in Dynamics NAV

✓ Programmer's Manual for examples

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Anveo ProjectsIndividual, practical training for your project managers and developers

Requirements Analysis

Configuration of Mappings

Installation

Communication with all project partners

User training / documentation

Test phase / Go live

Integration

Customerwith its ownproject management,if available.

Microsoft Partner for Dynamics NAVas an Anveo Partner

The different tasks can be distributed individually depending Anveo project.

Typical Tasks

On request, we take over parts of the implementation orif resources are limited, the entire solution development.

Anveosupport and configuration

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REQUIREMENT ANALYSIS INSTALLATION

ANVEO EDI STARTER PACKAGE

Installation of Anveo EDI Connect in your system.

Basic installation of Microsoft Dynamics NAV incl. SQL Server is required and must be met in advance.

Combine our three packages and save money!Requirements Analysis + Installation (incl. Test license)+ Training

We create on the basis of example files or documentation, and the customer database, a detailed requirements analysis (up to3 mappings)

This serves as a basis for project planning and offer creation.

Anveo ServicesWe assist you with your EDI projects - Your success is our goal

ANVEO TRAINING

Practical training for direct solution development.

In the Anveo training we will start to configure the required mappings together3x2 Std. Online + 2 hours Support

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✓ Creating a requirements analysis: Based on a maximum of 3 mapping and

analysis of the data sets in the existing Dynamics NAV database

✓ Basis for project quotation

✓ Installation: Evaluation of Anveo solution to the customer's infrastructure

✓ 30 days test license for its own data

✓ This increases the acceptance in the team and facilitates decision-making

Anveo EDI Start PackageMade first steps easy

REQUIREMENTS ANALYSIS INSTALLATION30 days

TEST LICENSE++

Specific questions to be answered by individual

requirements Anveo. The communication to Anveo as

manufacturer ensures project success and strengthens

confidence in the product.

Download project questionnaire for

customers now and it send by email

Download

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Anveo TrainingIndividual, practical training for your project managers and developers

Overview about the product

Configuration of X12 mappings

Configuration of XML mappings

Configuration of CSV mappings

Set up of communication

Configuration of EDIFACT mappings

Customizations

Typical content

Your Advantage: After just one workout, you can independently implement Anveo projects.

TRAINING

Practice related Training foryour team to own solution development.

e.g. 3 x 2 hour online or1 day ago in Hamburg at Anveoexcl. 2, hours supportfor subsequent questions

Individual trainings

Set the focus and decide on the

content.

Practice oriented

Make the first steps of the project in

a training: instead of theoretical

considerations your specific

customer requirements are already

being implemented.

Multiple, brief online meetings

allow the trained between

appointments apply themselves and

secure long-term investment.

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1031

LARGE

Anveo Service package for Support & Development

As Required

Day

Days Days

Choose between three support plans or choose hourly based services.

SMALL

MEDIUM

FLEX

Daily based packages are prepaid support packages (Small, Medium, Large) · FLEX support plan is invoiced as incurred, payment terms 7 days · 1

day is 8 hours · support hours can be used for any services like online installation, online training and support · no travel times and costs included

· valid 12 months after purchase · appointments on request and after approval, no guaranteed response time · time billed in 15 minute blocks.

We help you with specific project issues with phone

support, e-mail and remote maintenance. We are happy to

take over parts or the entire solution development.

According to your desire.

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Act

First steps with Anveo EDI Connect

We will be glad to assist you to evaluate Anveo EDI

Connect. We offer the following options to charge:

✓ Personal Online Presentation

✓ Demonstration and training videos on our website

✓ Personal Consultation - We answer your questions

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Anveo Product Family

WEB PORTALEMOBILE APPS

Create your individual, full offline-capable app directly in Microsoft Dynamics NAV.

Web client for portal solutions and limited access users

EDI

Electronic Data Inter-change 100% powered by Dynamics NAV.Experience EDIFACT without any external converter.

The Anveo product family provides powerful add-ons for Microsoft Dynamics NAV.

Anveo is sold worldwide through the Dynamics NAV Partner channel to more than 250 Anveo partners.

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DEMO- AND TRAININGVIDEOS

Get An Overview

On our website we provide free demo and training videos.

See our demo video on how to import files or XML files directly in Dynamics NAV directly Anveo EDI Connect EDIFACT.

Free training videos are available on our website for following scenarios:

✓ EDIFACT ORDERS import✓ EDIFACT INVOICE export✓ XML im- and export of orders and order

response

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ONLINE PRESENTATION

Next step – with your customers

In a personal online presentationwe give you an overview ofAnveo EDI Connect.

We show you how easy the device mappings are and answer both your questions and the questions of your customers.

You want a technical presentation? Ask for your personal presentation on www.AnveoNAV.com.

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Copyright conion media GmbH · Fruchtallee 23a · 20259 Hamburg · Germany. All rights reserved.Unauthorized reproduction is prohibited, even in the form of excerpts. No claim whatsoever exists interms of correctness or completeness. The right to make changes is reserved, even without priorannouncement. Microsoft, Microsoft Dynamics and the Microsoft Dynamics logo are either registeredbrand trademarks or brand trademarks belonging to the Microsoft Corporation in the USA and/or in othercountries. Apple, the Apple logo, iPhone, and iPad are trademarks of Apple Inc., registered in the U.S. andother countries. App Store is a service mark of Apple Inc. All other corporate names and product namesstated in this document are possibly brand trademarks belonging to the respective legal proprietors.Anveo® itself is protected as a name and logo at Deutsches Patentamt, the German Patent Office, as a so-called word/picture brand.

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