Glenn McPeak

Glenn McPeak

Glenn is a supply chain expert and has over 25 Years of EDI/ERP solution consulting and ERP/EDI software product design and management. Glenn’s has managed and executed over 200 successful ERP and EDI related projects in a wide array of manufacturing and distribution oriented industries. Glenn is knowledgeable in the following ERP platforms – Microsoft Dynamics AX, Microsoft Dynamics NAV and Microsoft Dynamics GP.

Glenn holds a Bachelor of Science degree with highest honors from Babson College and numerous Microsoft Certifications, including Microsoft Certified Professional.

Blockchain, edi and ecommerce, Supply Chain EDI, EDI Expert Insights, EDI Articles

Blockchain technology is poised to have a revolutionary impact on the way we transact business, particularly the exchange of business document transactions commonly referred to as EDI (Electronic Data Interchange).

Traditional accounts receivable processes result in vendors and customers having their own set of truths about the transactions that occurred. Reconciling those transactions from two independent ledgers does not always lead both parties to the same conclusion.

This is where blockchain technology, also referred to as "the block," comes in. Mistakes, misunderstandings and other problems that commonly require weeks and months to unwind are detected during the insertion of the transaction into the Block. Sounds great, doesn't it?

There are nuances to the technology but understanding its strengths, weaknesses and interoperability with EDI and ERP solutions is key.

Read "Blockchain Technology Impact on EDI and ERP Systems" to better understand this groundbreaking technology, why its the future of error-free transaction processing and how you may be able to leverage it.

Download the Blockchain for EDI Brief

CfMD, Certified for Microsoft Dynamics, edI for dynamics 365, Dynamics 365, Certified EDI for AppSource, dynamics 365 for operations

EDI and eCommerce Platform Has Met Microsoft’s Highest Standard for Partner-Developed Software Solutions AppSource:

Data Masons Software, LLC., the leading provider of integrated EDI and XML solutions for Microsoft Dynamics customers announced today that Vantage Point EDI, the first EDI and eCommerce platform listed on AppSource, is now also Certified for Microsoft Dynamics 365 for Operations. Certified for Dynamics 365 indicates the solution has met Microsoft Corp.’s highest standard for partner-developed software. By successfully meeting all certification requirements, Vantage Point EDI now carries the distinct Certified for Microsoft Dynamics logo.

The Vantage Point EDI and eCommerce platform delivers an all-in-one solution to EDI for Microsoft Dynamics 365 for Operations without customizations. The platform is available for immediate deployment in one of three possible environments, 1) in the Data Masons’ public cloud, 2) private cloud and 3) on-premise. The flexibility to deploy their EDI in a manner that best suits an organization’s business needs is a great benefit. Coupled with Data Masons’ huge library of existing connections and compliance maps, Data Masons can help Microsoft Dynamics customers quickly turn EDI into a competitive advantage through reduced overhead costs and rapid partner onboarding. 

“The certification of Vantage Point EDI highlights our continued commitment to the Microsoft Dynamics platform which we believe to be the premier cloud ERP solution available. Vantage Point EDI enables Dynamics 365 for Operations’ customers to meet the significant challenges of integrating their entire supply chain activities into Dynamics 365 without invasive ERP customizations,” states Glenn McPeak, Principal. 

Solutions that are Certified for Microsoft Dynamics are those that have demonstrated the highest level of development quality and compliance to best practices with Dynamics 365 for Operations. Additionally, customer evidence of successful implementations of the solution is also required and indicates the certified solution works well in real world environments. These solutions can be found on Microsoft’s AppSource, an online marketplace by Microsoft Corporation for enterprises to find and use SaaS solutions from trusted solution providers those that are Gold Certified with a validated solution.

About Microsoft Dynamics
Microsoft Dynamics is a line of financial, customer-relationship and supply-chain management solutions that helps businesses work more effectively. Delivered through a network of channel partners providing specialized services, these integrated, adaptable business management solutions work with familiar Microsoft software to streamline processes across an entire business.

About Data Masons
Data Masons specializes in EDI Made Simple® for Microsoft Dynamics and Macola customers by offering advanced, turnkey EDI & XML solutions. Certified for Microsoft Dynamics, Vantage Point EDI provides an end-to-end EDI processing platform with seamless integration and predictable ownership costs for cloud or on-premise environments - all without expensive and disruptive ERP platform customization. Data Masons' compliance services, product flexibility, extensive EDI and ERP integration knowledge, and partner-driven experience have made Vantage Point EDI the winning choice for high-performance business document integration at more than 1,500 customers.

Dynamics 365, Dynamics ERP Integration, microsoft appsource, Microsoft Dynamics Community, dynamics 365 for operations, edI for dynamics 365

Data Masons' Vantage Point EDI Solution for Microsoft Dynamics 365 for Operations is the First Dedicated EDI and eCommerce Integration Solution to be listed on Microsoft AppSource

Data Masons Software, LLC., the leading provider of Integrated EDI and XML solutions for Microsoft Dynamics customers, announces the availability of its Vantage Point EDI for Microsoft Dynamics 365 for Operations solution in Microsoft AppSource, an online marketplace by Microsoft Corporation for enterprises to find and use SaaS solutions from the company and its partners. Data Masons delivers the first dedicated EDI solution for Microsoft Dynamics 365 to be certified on Microsoft AppSource.

“For the past 17 years Data Masons has dedicated our development efforts on supporting the EDI and eCommerce integration needs of companies that utilize the Microsoft Dynamics AX, GP and NAV ERP platforms. Microsoft Dynamics 365 for Operations is a breakthrough cloud-based ERP platform and we are proud to deliver our next generation EDI processing platform for Dynamics 365. Our long-standing alignment with Microsoft’s go-to market strategy means we have the solution set and expertise to support Dynamics 365 around the clock and around the globe. AppSource is the marketplace for Dynamics 365 and being the first dedicated EDI solution available will certainly help drive new opportunities for our valued partners.  Additionally, we will enable companies running Dynamics AX using customizations to handle EDI inside AX to shed those customizations and accelerate their migration to Dynamics 365 for Operations” stated Glenn McPeak, Principal, Data Masons Software.

The Vantage Point EDI Platform delivers an all-in-one approach to EDI for Microsoft Dynamics 365 for Operations without customizations. Available for deployment in the Data Masons’ public cloud, private cloud and on-premise, our customers have the flexibility to deploy their EDI in a manner that best suits their business needs. Combined with Data Masons’ huge library of existing connections and compliance maps, the company helps Microsoft Dynamics customers worldwide quickly turn EDI into a competitive advantage.

Data Masons offers education on EDI for Microsoft Dynamics 365 for Operations in an Executive Brief, "Dynamics 365 - A Radical Change for AX: Critical Information for Companies Upgrading AX to Dynamics 365 for Operations." In this brief, Data Masons shares the vastly improved integration options that have been introduced in Dynamics 365 and compares them to the legacy technologies that were deprecated from the Dynamics AX era.

About Data Masons

Since 1996, Data Masons has specialized in EDI Made Simple®, offering advanced, turnkey EDI & XML solutions for Microsoft Dynamics 365, AX, GP and NAV. Data Masons' Vantage Point EDI solution provides a complete EDI processing platform that enables users to become more competitive through tight EDI integration and ongoing compliance - all without the need for expensive and disruptive ERP platform customization. Data Masons' compliance services, product flexibility, extensive EDI and ERP integration knowledge and partner-driven experience have made Vantage Point EDI the winning choice for high-performance business document integration at more than 1,500 customers across North America. Additional information about Data Masons and its solutions is available at http://www.datamasons.com and follow the EDI conversation at #EDImadeSimple.

Dynamics 365, dynamics ax, Dynamics AX EDI, edI for dynamics 365, Dynamics ERP Integration

If your company is considering an upgrade from Dynamics AX to Dynamics 365 and currently has external business integrations, understanding the new integration framework will be critical to your planning and success. While looking forward to the benefits that the feature-rich Dynamics 365 platform promises to deliver, the integration technologies that have been added and deprecated warrant an overall evaluation of your integration strategy.

In this white paper, we’ll discuss what these changes mean to your organization and what opportunities they open the door to for EDI integration with Dynamics 365. Specifically, we’ll take a look at the pros and cons of the most widely-used approaches to EDI, such as Value Added Networks (VAN), the use of in-house development resources and contracting outsourced specialists.

As an alternative to these EDI approaches, we’ll discuss an integration option that does not modify the ERP, complementing the performance and functionality offered by the Dynamics 365 for Operations Platform.

Download the "Dynamics 365 -   A Radical Change for AX" Brief

For more information on EDI for Dynamics 365, Watch the Recorded Webinar, "A Radical Transformation for Microsoft Dynamics AX."

Dynamics AX EDI, Dynamics ERP Integration, Dynamics 365

change-948018_180.jpgDon't let the unveiling of Microsoft's messaging and go-to market strategies around Dynamics 365 Enterprise distract from the fact that this is really a very exciting time for the Microsoft Dynamics community.  From 1999 when it was known as Damgaard Axapta, we've watched the ERP evolve, with Microsoft continually building on its functional enhancements, UI and technology to the point that it became one of the fastest growing on-premise ERP solutions.

Today it stands among the most functional cloud-ready ERP solutions available. AX 7 (the ERP component of Dynamics 365 Enterprise) is undoubtedly the most ambitious transformation made to AX by Microsoft and arguably one of the most remarkable in the history of ERP development.

We're extremely excited to see the new integration framework in AX as it brings with it increased integration potential. To fully grasp the opportunities this transformation in integration offers, it's useful to understand AX Data Entities, the multiple types of entities and each of their purposes before undertaking an integration project...

For More Information, Read the Article, "Integration for Microsoft Dynamics AX 7: Improvement or Disappointment?"

Dynamics AX EDI, Dynamics GP EDI, Exact Software Integration, Dynamics NAV EDI, Dynamics ERP Integration

WMS.jpgAs ERP releases rollout more frequently, and more organizations edge closer to an upgrade project, they are evaluating the integration of disparate best of breed WMS solutions to their ERP platforms. While the integration of these critical technologies was once mainly driven by economic and project requirements, today the most common reason is simple – the WMS system is working well, but the company’s ERP platform needs to be replaced or upgraded.

In those cases, integration poses a major challenge and a project risk, especially when no native integration exists and it must be architected. While the optimal WMS to ERP integration is seamless real-time communication, in many cases it’s not a viable option due to technology limitations or simply because it’s not worth the expense of building a real-time interface.

Data Masons has a large degree of success integrating WMS platforms to ERP systems, such as to Microsoft Dynamics or Exact Macola, by utilizing the same approach we use for public warehouse (third-party logistics or 3PL’s). This integration model is mature and relatively standardized in the 3PL industry. These process flows, including the EDI X.12 document description, are as follows:

  • Warehouse Shipping Order - Used to enable the depositor (ERP system) to advise a warehouse (WMS System) to make a shipment, confirm a shipment, or modify or cancel a previously transmitted shipping order, make a shipment, confirm a shipment, or modify or cancel a previously transmitted shipping order.
  • Warehouse Stock Transfer Shipment Advice - Used by the warehouse to advise the depositor that shipment was made. Also used to reconcile order quantities with shipment quantities.
  • Warehouse Stock Transfer Shipment Advice - Used by a depositor or an agent of the depositor to advise the recipient that a transfer shipment has been made. Also provides a receiving location with detailed information concerning product being shipped to that location.
  • Warehouse Stock Transfer Receipt Advice - Used by a receiving location to advise a depositor or an agent of the depositor that a transfer shipment has been received. Also provides the depositor or the depositor's agent with detailed information concerning product that has been received.
  • Warehouse Inventory Adjustment Advice - Used to inform a warehouse/depositor of a quantity or status change to inventory records. Also provides detailed information concerning the internal adjustments which occur between a warehouse and a depositor.
  • Inventory Product Synchronization (Item Maintenance) – Pushed by the ERP to the WMS that includes item dimensions and weights, which is essential for WMS and Transportation Management System (TMS) functionality).
  • Inventory Inquiry – This document is commonly used to communicate inventory status and quantity information from a seller to a customer. This information can be used to compare and reconcile inventory levels between the ERP and WMS systems.

Integrating WMS systems is a little different than 3PL’s as far as process flow and information needs go, but it’s possible to reduce the challenges utilizing existing integration patterns and specifications that are tried and proven in the world of EDI. The format of the data itself is secondary to the concept – flat files, XML files and virtually any data format can deliver the same result – X.12 EDI flows simply provide an established template that has considered virtually all data requirements.

Understanding this concept will allow organizations to integrate disparate WMS and ERP systems utilizing existing EDI design models, which is a proven way to reduce design time, project risk and cost when integrating EDI to WMS solutions without native integration.

Read how our customers are successfully integrating EDI
with their ERP and WMS systems
.

 

Exact Software Integration, Exact Software EDI Customers

exact_macola_evolve_2016Exact Macola is dedicating Exact Macola Evolve 2016 to helping customers become masters of their Exact Macola solutions and to motivate them to find their fierce ambition. Well, we found ours - unparalleled customer service and industry leading EDI solutions. We can't wait to share how our EDI Made Simple strategy can help customers find their fierce, whether it's productivity, operational efficiency or bigger bottomlines that get them there.

With the focus on Exact Macola 10, the agenda is sprinkled with customer success stories, including Exact Macola EDI customer Wastequip. We're looking forward to hearing from Paul Thomas and Jim Widner on how Wastequip prepared for a successful and seamless upgrade to Exact Macola 10. They have an impressive story to share about how they upgraded eight Exact Macola ES instances (with hundreds of users) over a single weekend with normal business activity commencing on Monday morning with almost no user disruptions. Join us at the Wastequip session on Wednesday, April 20th at 2:30PM

EDI is often a major 3rd-party consideration when planning an ERP upgrade, as EDI disruptions and delays can often result in unnecessary costs and jeopardized trading partner relations. While at Exact Macola Evolve, we hope you take the opportunity to visit Data Masons so we can share how EDI for Exact Macola can simplify your upgrade and then continue to deliver operational and financial advantages to your business. Email or call us at 866-575-1631 to schedule a meeting with the fierce Data Masons team or visit us in the Evolve expo center.

Get inspired by other Exact Macola customers who have realized a significant impact from our EDI Made Simple stratgey. Read Exact Macola EDI customer success snapshots and case studies.

Read Customer Successes

Dynamics AX EDI, Dynamics GP EDI, Exact Software Integration, Dynamics NAV EDI, Dynamics ERP Integration, Vendor edi, Supply Chain EDI, EDI Articles

trucking_supplier_side_EDI_smWhen most SMBs think about implementing EDI with suppliers there is a common belief that you need to be forced into EDI by enterprise customers or other changes to business requirements.  However, EDI is gaining momentum in becoming a non-mandated technology, delivering significant ROI for both customers and suppliers.

Implementing EDI with suppliers will minimize error-related costs.  By opting to transact electronically with suppliers, carriers or public warehouses, SMBs can eliminate unnecessary labor and paperwork. Take for example ASN management and integration: vendors can send you an ASN at the time of shipment that is integrated into your purchasing, inventory and billing applications.

Large enterprises often mandate their suppliers to do EDI because it saves money, which goes straight to the bottom line.  The same can be said for SMBs and it doesn’t have to cost an arm and a leg.

Continue reading this article

Exact Software Integration, Exact Software EDI Customers, Highlighted Customers

grocery_store_displayWhen The Marco Group’s EDI solution reached 13 years of age, the company knew it would be unable to survive the terrible teens with such an outdated system. "Band-aids" and patches had supported the company throughout the years, but at age 13, the system had stopped working and The Marco Group saw its accounts receivables back up into the millions.

The Marco Company is a family-owned business that specializes in providing merchandising solutions for the retail industry including a variety of fixtures, display carts, trays, baskets, backroom organizers and refrigerators. As the company expanded, so did the sheer volume of EDI transactions that were necessary to process customer delivery requirements, something the company’s Gentran EDI technology could not support.

In this case study, Marco Company CIO Bob Durden explains the business and financial drivers behind the decision to seek a newer, better EDI solution.  Durden shares how the company’s previous EDI solution handicapped the organization financially, and handicapped its customer delivery commitments and communication through EDI.  By switching to Vantage Point EDI, The Marco Company eliminated these handicaps with an EDI solution that can automate supply chain processes and scale to support future expansions.

Read the full case study to learn how The Marco Group:  

  • Received a $2.5 Million deposit on the first transaction using Vantage Point EDI;
  • Adopted a scalable solution that can support expanding transaction volumes; and
  • Eliminated manual processes to automate its entire supply chain.

Read the press release here.

READ CUSTOMER CASE STUDY

Dynamics AX EDI, Dynamics GP EDI, Dynamics NAV EDI, Dynamics ERP Integration

Selecting the right EDI eCommerce solution for your business can be riddled with complex and expensive errors if you don't know which key mistakes to avoid. 

Top_10_MistakesNothing can make an EDI project go off the rails faster than choosing a solution and vendor based on assumptions, rather than properly researching the solution and clearly understanding your company's needs now and in the future. 

Whether your EDI project is implementing a new EDI solution or it's to improve upon an existing one, your project will be more successful if you understand the biggest pitfalls and how to avoid them.  

Get the "Top 10 Mistakes When   Selecting an EDI Solution" Brief