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1010 EDI Best Practices:
Integrating Your
Supply Chain with
Dynamics
Implementing, improving on, or replacing EDI in your
organization is no small feat. Without the right preparation
and expertise, the effort can be riddled with expensive and
complicated errors that could have been easily avoided.
#1
Don't Customize
the ERP
Embedded solutions can require
undesirable ERP version
updates or custom code
retrofitting to older versions.
The results are expensive
“one-off” coding and pose a
risk to your production ERP
system.
Minimize
Transaction Fees
Less predictable costs due to fees
for every transaction performed on
your EDI system can easily
blindside you.
Avoid this with predictable cost of
ownership that doesn't charge fees
for every transaction.
#2
Choose Scalable
The right EDI solution supports multi-server,
multi-instance environments servicing a single
business entity, offering room for your
business to grow.
#3
Support Multiple Standards
Invest in a solution that handles multiple standards
such as EDI, XML, Flat Files.
Look for EDI solutions that support as many of these
as possible, to accommodate future trading partner
requirements.
#4
Pick a Solution vs a Tool
Tools often require complicated customizations to
your ERP and tedious mapping of fields,
distracting you from your core business and
compromising ERP upgrades.
Solutions handle the "heavy lifting" when it comes
to ERP integration and various trading partner
rules and requirements.
#5
Trust an Expert
Choose the largest EDI support team for
Dynamics, and the only EDI provider
Certified for multiple Dynamics
applications.
A provider with deep ERP experience
and is only focused on EDI offers
customers the best team to support your
EDI investment.
#6
Source:
#8
Get
Optimized
Integration
Choose a solution which
natively integrates with
different document types so
there's no need for the data
entry normally required to
share document
information.
Choose a Flexible
Business Model
Content based off of the Data Masons "EDI Made Simple: A New Approach to EDI" executive brief
With a flexible license and service options,
your organization has the freedom to enjoy a
fully-managed experience or do as much of
the data mapping and
integration that you desire.
#9
Expect Full Automation
The more automated your EDI Solution is, the fewer people
are required to manage and maintain it. This extends to the
transactional processes that EDI supports.
If a transaction problem is overlooked or not resolved,
automated alerts or reports will remind your team that
these transactions require their attention.
#10
Many EDI service providers offer EDI compliance, but very few make the
commitment to coupling those capabilities with expert ERP integration that avoids
ERP customizations. Only those organizations can support such end-to-end
integration in the long-term. Ensure your EDI provider is following a best
practice approach to integration coupled with deep ERP and EDI experience,
and you can be on your way to experiencing integration success.
#7
Download the EDI Made Simple® Paper
Avoid Unexpected
Costs
New initiatives such as additional EDI
document sets and trading partner
additions can trigger unwanted
surprises and significant expenses.

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10 EDI Best Practices: Integrating Your Supply Chain with Dynamics Infographic by Data Masons

  • 1. 1010 EDI Best Practices: Integrating Your Supply Chain with Dynamics Implementing, improving on, or replacing EDI in your organization is no small feat. Without the right preparation and expertise, the effort can be riddled with expensive and complicated errors that could have been easily avoided. #1 Don't Customize the ERP Embedded solutions can require undesirable ERP version updates or custom code retrofitting to older versions. The results are expensive “one-off” coding and pose a risk to your production ERP system. Minimize Transaction Fees Less predictable costs due to fees for every transaction performed on your EDI system can easily blindside you. Avoid this with predictable cost of ownership that doesn't charge fees for every transaction. #2 Choose Scalable The right EDI solution supports multi-server, multi-instance environments servicing a single business entity, offering room for your business to grow. #3 Support Multiple Standards Invest in a solution that handles multiple standards such as EDI, XML, Flat Files. Look for EDI solutions that support as many of these as possible, to accommodate future trading partner requirements. #4 Pick a Solution vs a Tool Tools often require complicated customizations to your ERP and tedious mapping of fields, distracting you from your core business and compromising ERP upgrades. Solutions handle the "heavy lifting" when it comes to ERP integration and various trading partner rules and requirements. #5 Trust an Expert Choose the largest EDI support team for Dynamics, and the only EDI provider Certified for multiple Dynamics applications. A provider with deep ERP experience and is only focused on EDI offers customers the best team to support your EDI investment. #6 Source: #8 Get Optimized Integration Choose a solution which natively integrates with different document types so there's no need for the data entry normally required to share document information. Choose a Flexible Business Model Content based off of the Data Masons "EDI Made Simple: A New Approach to EDI" executive brief With a flexible license and service options, your organization has the freedom to enjoy a fully-managed experience or do as much of the data mapping and integration that you desire. #9 Expect Full Automation The more automated your EDI Solution is, the fewer people are required to manage and maintain it. This extends to the transactional processes that EDI supports. If a transaction problem is overlooked or not resolved, automated alerts or reports will remind your team that these transactions require their attention. #10 Many EDI service providers offer EDI compliance, but very few make the commitment to coupling those capabilities with expert ERP integration that avoids ERP customizations. Only those organizations can support such end-to-end integration in the long-term. Ensure your EDI provider is following a best practice approach to integration coupled with deep ERP and EDI experience, and you can be on your way to experiencing integration success. #7 Download the EDI Made Simple® Paper Avoid Unexpected Costs New initiatives such as additional EDI document sets and trading partner additions can trigger unwanted surprises and significant expenses.