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Recommendations for Training on EDI?

  • 1.  Recommendations for Training on EDI?

    Posted Feb 19, 2019 05:20 PM
    Curious if anyone has recommendations for training on EDI. When our company changed our ERP over to Nav/Just Foods in 2017, it enabled us to start transitioning some customers over to EDI integration. It's been a real learning curve and we're looking for opportunities for the staff who work with it to get some more foundational background to how it all works, and more capacity to troubleshoot. Looking at EDI Academy, interested in feedback on that and/or other options. Sure I'm leaving out all kinds of detail needed for folks to answer this Q -- if so let me know! Thanks!

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    Ellen Mickle
    Equal Exchange
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  • 2.  RE: Recommendations for Training on EDI?

    TOP CONTRIBUTOR
    Posted Feb 19, 2019 06:16 PM
    ​Which EDI add-on do you use? I think Just Food uses Lanham EDI but I'm not sure.  You'll need to know this to get assistance.

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    Kim Dallefeld
    Kim@Dallefeld.com
    Dallefeld Consulting, LLC
    Member of Dynamics Consulting Group
    Ft. Worth, TX
    2019 NAVUG Board of Advisors
    Past NAVUG Board Chairman
    NAVUG Programming Committee
    ------------------------------



  • 3.  RE: Recommendations for Training on EDI?

    Posted Feb 20, 2019 10:20 AM
    To confirm, JustFood does use Lanham for EDI. I don't know about EDI Academy myself so cannot comment. I believe Lanham themselves sometimes have courses. You can probably find a resource on NAVUG that could help provide training in understanding Lanham EDI better (or I might be able to refer a resource). JustFood themselves might be able to offer a resource for some specific training although sometimes in the past that has been a challenge to arrange I know. From my own experience I believe EDI is one of those things that the more you use it the more you learn and retain but certainly a bit more training should help you in your day to day understanding of where to look and how to resolve an error when you get one at the very least.

    I hope that helps. Thanks

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    Jim Wilson
    Independent Consultant
    Launch Project Management Ltd
    Bolton ON
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  • 4.  RE: Recommendations for Training on EDI?

    Posted Feb 20, 2019 11:44 AM
    Thanks Kim and thanks Jim for confirming we use Lanham as our Nav EDI software add-on. SPS is our VAN (value added network) and manages EDI file communications between us and our customers.

    I'll look into what training resources Lanham has on EDI. If you could refer any resources from NAVUG that'd be great. It's helpful at the very least to hear that this is a skill that builds with time!



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    Ellen Mickle
    Equal Exchange
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  • 5.  RE: Recommendations for Training on EDI?

    Posted Feb 20, 2019 11:38 AM
    Hi Ellen,

    I have been learning EDI myself, and one of the critical things about EDI I have found is that, once you understand how each of the common documents will fit into our business processes between your business, and your trading partners, the biggest challenge is navigating the way that each of your trading partners uses each document. There is a lot of latitude in what each partner can require from you, so deploying one document with three trading partners can be like three unique deployments. I personally like to collect the specifications from each trading partner for each document that we integrate, and use that as a jumping off point for my learning.

    -
    Paul Davis

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    Paul Davis
    The Sun Valley Rice Co., LLC
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  • 6.  RE: Recommendations for Training on EDI?

    TOP CONTRIBUTOR
    Posted Feb 20, 2019 02:04 PM
    i found some ressources:
    https://www.edibasics.com/
    https://www.youtube.com/watch?v=oWkzeP2LP-8
    https://www.youtube.com/watch?v=_l8LuX-ZI5A
    https://www.youtube.com/watch?v=es9bEJbmGMQ
    http://www.datainterchange.com/downloads/brochures/whitepaper-what-is-edi.pdf

    in general, from my experience, each customer is a new challenge, each uses his own EDI data format. but as mentioned you learn from the experience. so, from customer to customer you get better and faster.

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    Franz Kalchmair
    Microsoft MVP
    Senior Consultant
    Austria, Europe
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  • 7.  RE: Recommendations for Training on EDI?

    TOP CONTRIBUTOR
    Posted Feb 20, 2019 03:51 PM
    ​I agree with all of the above.  The simplest documents to manage, in my experience, are the inbound orders (850) and outbound invoices (810).  Advanced Ship Notices (856), Order Acknoweldgements (855), and Order Chane Requests (860), etc. are generally more challenging because customers have different expectations, the EDI integration with NAV may present different options in how the documents can be processed, etc.

    We had Lanham come onsite to provide some mapping training a couple of years ago.  I was already mapping some of these documents, but having Lanham come onsite providied me with addtional knowlege and an enanced understanding.  Still, it is challenging at times.




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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    -----------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    NAVUG/BCUG FOCUS Houston March 13-14, 2019
    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl/
    ------------------------------



  • 8.  RE: Recommendations for Training on EDI?

    TOP CONTRIBUTOR
    Posted Feb 21, 2019 07:43 AM
    ​We typically offer training to our EDI customers that is tailored to how they will be using it. That is, some customers will perform all of the EDI work from setup to daily transactions and others will only manage daily transactions and leave setup (and mapping) to others.

    We have an EDI theme next month at the Toro​nto Chapter meeting.

    ------------------------------
    Andrew Good
    President
    Liberty Grove Software
    Oakbrook Terrace IL

    Join us at User Group Focus in Houston, March 13-14, 2019.

    Join me and my co-presenter at the following session:
    CFO79 - Standard Costing and Manufacturing Variances

    Not for you, check out the other great content at https://www.ugfocus.com/focus/locations/houston/houston2

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  • 9.  RE: Recommendations for Training on EDI?

    SILVER CONTRIBUTOR
    Posted Feb 21, 2019 01:15 PM
    Just Foods has traditionally used Lanham EDI in their product, and we do hold training classes several times a year. You can find descriptions and the schedule here:  https://www.lanhamassoc.com/education-class-eship-edi.htm.

    We are also available to do onsite training or to assist in completing your mapping and testing with trade partners. For more information in these areas contact Lanham Services at help@lanhamservices.com or call 928-846-4909.

    We're glad to help!

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    Mary Lanham
    COO
    Lanham Associates/Lanham Services
    Norcross, GA
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  • 10.  RE: Recommendations for Training on EDI?

    SILVER CONTRIBUTOR
    Posted Feb 21, 2019 01:22 PM
    Edited by Mary Lanham Feb 21, 2019 01:23 PM
    I should also mention that we have an EDI You Tube video for reviewing basics which can be found at: https://www.youtube.com/results?search_query=Lanham+EDI. If I can help further, please feel free to reach out at 678-389-4269.

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    Mary Lanham
    COO
    Lanham Associates/Lanham Services
    Norcross, GA
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  • 11.  RE: Recommendations for Training on EDI?

    Posted Mar 04, 2019 01:39 PM
    Thanks all for the helpful info, appreciate it!

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    Ellen Mickle
    Equal Exchange
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  • 12.  RE: Recommendations for Training on EDI?

    Posted Mar 05, 2019 10:56 AM
    When I was learning EDI, I took a class at Lanham, I believe they are still offering the course. They cover a lot of ground in EDI and E-ship. Osprey has sent three employees so far and we have learned enough to take nearly 100% of our EDI program in-house.

    Looks like they have some dates coming up:

    https://www.lanhamassoc.com/education-class-eship-edi.htm

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    Josh Standard
    ERP/EDI Professional
    Osprey Packs, Inc.
    Cortez CO
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  • 13.  RE: Recommendations for Training on EDI?

    Posted Mar 05, 2019 12:23 PM
    DiCentral offers a full managed service EDI integrated suite.  We handle all mappings and connections, and integrate EDI into the ERP. Thus, no need to necessarily learn EDI.  With us, you can focus on other areas of the ERP while we handle the EDI

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    Donald Harrell
    DiCentral
    houston TX
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  • 14.  RE: Recommendations for Training on EDI?

    SILVER CONTRIBUTOR
    Posted Mar 06, 2019 09:57 AM
    Just as a point of clarification, with Lanham EDI the user can have their EDI outsourced as a managed service while the EDI is still actively working in their database. The user can also do their own mapping and managing of EDI, or the user can have their partner or Lanham Services handle any portion of their EDI mapping, operations, and/or processing. Glad to answer any questions as needed!

    ------------------------------
    Mary Lanham
    COO
    Lanham Associates/Lanham Services
    lawrenceville GA
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  • 15.  RE: Recommendations for Training on EDI?

    Posted Mar 07, 2019 09:35 AM
    Edited by Joel Baines Mar 07, 2019 10:03 AM
    Ellen

    It depends on what kind of training you are looking for.

    If you are looking for how your solution works..then it has to come from them [Lanham offers excellent training...I believe I was end-user 1 to take this course]

    If you are looking for general information about EDI or have specific questions, you can email me.    I've been doing EDI since 2001.

    If you are looking for specifics about what is on each document, that is a bit of a bigger question.    ANSI manages the X-12 standard [which is used in North America].   Generally, each partner has a unique spin on how they use each document and what they require.   They do this thru IMPLEMENTATION GUIDES.    There are a ton of formats these can be in from Excel to Word [but I have attached an example for an 850].   I did a basics presentation last year at NAVUG, and I've attached the slides as well.   There are lots of documents, but the most common are 850/810/855/856/997.    Other partners can also want 812/816/832/846/860.     Grocery also usually replaces some of these with the 870/880 series.  You can see what all of these are [but not format] on the attached PDF.

    In the rest of the world, they generally don't use X12..they use something else with the most common global standard being EDIFACT.   There are a lot of specific case or regional standards, but EDIFACT has the lions share.

    Some relationships use XML to trade documents.   This is far more verbose and when you pay per kilo character, it can add to your costs significantly.

    You can use a 'do it yourself' solution like Lanham where you have total control [which I like] or you can use a variety of outsource services that promise to take the pain out of doing EDI.  As Mary noted, they also have a service which will help you get setup with partners.   They let you get as involved or as hands off as you prefer.  My experience has been that many outsource services do not remove as much pain as they claim, but they do get the documents back and forth and do a lot of the process for you [which you pay for].    You give up some control...but if you are not technical - or don't want to be - this can be a valid option.    Any really good solution, once setup, should be relatively trouble free.

    Hope this helps.

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    Joel Baines, PMP, MCP
    Navision and EDI Business Analyst
    Oakville ON
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    Attachment(s)



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