EDI Expert Insights, Dynamics AX EDI, Dynamics GP EDI, Exact Software Integration, Dynamics NAV EDI, Dynamics ERP Integration, EDI Articles

Buy-Build-1Choosing an EDI software solution for your company is a serious undertaking. The right choice results in a smooth and painless process with strong positive ROI. The wrong choice can have detrimental effects for years with poor ROI and ongoing operational and support issues. One key question we often hear is “Should we build it or buy it?”.

 Commercial solutions (the buy option), are usually the best option for almost all software decisions assuming the solution can meet the business requirements. Commercial solutions are typically the most cost-effective choice since you are spreading the cost of development and ongoing maintenance over a larger population of companies. Unfortunately, they don’t always appear lower cost as many costs of custom solutions are not factored into the cost analysis.

Custom solutions (the build option) are ideally perfectly focused solutions with little or no “bloatware” to add confusion and operational overhead. There is a percentage of businesses that can benefit from custom EDI solutions, but it is extremely low as the future business requirements have to be clearly understood and relatively simplistic. In today’s business economy, with the emergence of omni-channel selling, increasing sophisticated supply chain activities and increasing expectations of business partners that want to eliminate human activities from business transaction processes – predictable and simplistic are not the norm.

Understanding the real risks of a custom solution is critical to making the right decision. Download the brief to decide which is right for your company.

 Get the "Choosing an EDI Solution: Build or Buy?" Executive Brief

Highlighted Customers, Exact Software Integration, Exact Software EDI 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EDI solution reached 13 years of age, the company knew it would be unable to survive the terrible teens with such an outdated system.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.


Exact Software Integration


EDI for Exact Saves Time and Money[May 7, 2015] Sarasota, FL – Data Masons Software, LLC., a leading provider of Integrated EDI and XML solutions for Exact customers, announces its Bronze Sponsorship of Exact Macola Evolve 2015, May 11-14, 2015 in Boca Raton, FL. Exact Macola Evolve is Exact’s customer conference focused on bringing users together with manufacturing and technology industry authorities, business partners and Exact Macola product experts to learn, share and get hands-on experience with Exact Macola 10.

“We’re very pleased to have Data Masons as a sponsor at Exact Macola Evolve 2015,” said Alison Forsythe, managing director, Exact Macola. “Data Masons is a leader in EDI technology and offers seamless integration with the Exact Macola solutions providing customers a powerful solution to meet their EDI requirements.”

Data Masons’ Vantage Point EDI for Exact solution integrates with Exact Macola 10 and earlier versions to solve critical EDI business challenges that impact day-to-day business operations. Through tight ERP integration, comprehensive automation of key EDI processes and predictable ownership costs, Exact users, such as Advantus Corporation, can realize increased operational efficiencies and significant cost-savings. Andy Anderson, IT Manager at Advantus Corporation, commented, “Data Masons’ Vantage Point EDI for Exact solution saves us a significant amount of time and money. We do business with most of the large consumer products retailers and the Vantage Point EDI solution meets our requirements...”

Read Complete Press Release

Exact Software Integration

EDI for Exact Macola


We look forward to seeing all of our Exact Macola customers again as we sponsor Exact Macola Evolve 2015 in beautiful Boca Raton, FL.

Dare To Be Bold! This year’s event theme challenges customer to focus on new ways to compete in an evolving world, using technology to reinvent themselves, affect change, and provide dynamic customer experiences. And this is exactly what Data Masons does for our customers. By streamlining the supply chain with EDI for Exact Macola, our customers accelerate their processes, changing the way they do business and securing a competitive advantage.

If you’re attending Exact Macola Evolve, we invite you to stop by the Data Masons booth to learn more about integrated EDI for Exact Macola and the benefits of connecting your entire supply chain, including customers, suppliers, banks and logistics organizations. A fully-connected supply chain, tight ERP integration and complete automation, has proven to deliver increased profits and more streamline supply chain operations to Exact Macola users.

For those companies considering an upgrade to Exact Macola 10, we’d love to share how an integrated EDI solution can simplify your Exact Macola 10 upgrade and provide uninterrupted EDI processing during the migration process.

Join Glenn McPeak of Data Masons at booth #6 at Exact Macola Evolve 2015 to learn more or read more about EDI for Exact Macola Solutions here.

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

WMS ERP Integration

From the Desk of EDI & ERP Expert: Glenn McPeak

The integration of disparate best of breed WMS solutions to ERP platforms is an increasingly common trend in the emerging enterprise market space. In many cases the decision to mesh these critical technologies is driven by economics and project scope, however, the most common reason is simple – the WMS system is working well, but the ERP platform needs replaced.

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.

Integration is possible. Read our white paper to learn more.

However, the opportunity to avoid these challenges exists if the EDI provider can utilize the same integration approach used 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.

In summary, 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.

To read more about how integrating EDI messaging with your ERP can be easier than you think, download our white paper: 3 Keys to Automated Integration Without Customization.

Download the "Integration Without Customization:  3 Keys to Automated Integration" Brief

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


From ERPSoftwareBlog:

Streamlining and automating the basic core EDI documents – customer-facing Purchase Orders, ASNs and Invoices – is a process that many business organizations have figured out and they have integrated those documents seamlessly with the ERP. However, bigger EDI challenges that extend beyond those documents can truly threaten your company’s business operations and efficiency.

753 and 754 Document Set: Request for Routing Instructions and Response

In an effort to improve their logistics efficiency and lower their operating costs, some of the larger trading partners such as Amazon, JCPenney, Cabela’s and Kohl’s, are expanding their ability to make last minute changes to how and where shipments are routed. These initiatives have a significant impact on suppliers and challenge their systems to assemble all of the data for a hypothetical shipment, transmit that information and then receive a response document that finalizes the shipment. The response can have a significant impact on WMS and ERP systems and thus provide a major challenge for seamless automation.

To complicate matters, all of this must happen in a limited time window, typically 24-48 hours prior to scheduled shipment, which drives the need for a sophisticated EDI solution to “simplify” the process flow. The EDI solution must have...Read How to Efficiently Manage the 753 and 754 Routing Requests

Exact Software Integration

DM_ExactSarasota, FL – July 24, 2014 – Data Masons Software, LLC., a leading provider of Integrated EDI and XML solutions for Exact Macola and Exact Globe ERP solutions, announces integration of its Vantage Point EDI solution with Exact Macola 10, the next evolution in ERP software from Exact. Exact Macola 10 was developed for organizations serving manufacturing and distribution customers in the SMB and mid-market.

“Data Masons’ EDI solution provides tremendous value to Exact Macola customers,” said Alison Forsythe, Managing Director, Exact Macola. “The seamless integration between Vantage Point EDI and Exact Macola 10, coupled with Data Masons’ extensive industry expertise, extends our core ERP offering and enables our customers to start transacting electronic documents with minimal effort. Partnering with respected solution partners like Data Masons is key to our technology strategy.”

Data Masons’ Vantage Point EDI solution provides unparalleled integration capabilities to support day one integration with Exact Macola 10. Through broad and deep Macola 10 integration, comprehensive automation of key EDI processes and predictable ownership costs, Exact Macola users can solve critical EDI business challenges, improve operational efficiencies and generate significant cost-savings.

“With expanded core ERP functionality and an optimized user experience, Exact Macola 10 will go a long way in further enabling customers to realize their goals around supply chain operations...Read Complete Press Release

Highlighted Customers, Exact Software Integration, Exact Software EDI Customers

From the Desk of Dennis Bruce:

Welcome Quinoa Corporation Who Purchased Vantage Point EDI for Exact Macola!

quinoaQuinoa Corporation was the first company to bring quinoa to the United States in 1983 when they walked the very first bag of this “supergrain of the future®” into a Boulder food store. To this day, Quinoa Corporation provides the premier brand of organic quinoa and innovative ancient grain products. The company’s Ancient Harvest brand serves up great tasting, non-GMO, organic, gluten-free foods for all, earning Prevention Magazine’s “Eat Clean 2013: Best Packaged Foods” award for its commitment to clean, organic ingredients.

Running Exact Macola, Quinoa Corporation required an integrated EDI solution that would keep its ERP environment clean and not require invasive customizations. Working with their Exact reselling partner, Quinoa selected Vantage Point EDI for Exact to automate its EDI supply chain communications. Data Masons’ differentiated itself from other EDI providers with its unparalleled team expertise with both the Exact Macola ERP and EDI.

Welcome Quinoa Corporation to the Data Masons Family of EDI for Exact Macola Users!

Highlighted Customers, Exact Software Integration, Exact Software EDI Customers

From the Desk of Dennis Bruce:

Welcome Yurbuds Who Purchased Vantage Point EDI for Exact Macola!

yubudsYurbuds was founded in 2008 by Seth Burgett, President and CEO, an active triathlete and Richard Daniels, COO, a 24-time marathoner. Burgett and Daniels left their corporate roles and joined forces to improve personal performance. They’ve been joined by Craig Ceranna, Managing Director & Chief Financial Officer, to realize the company’s mission: transform the athlete’s experience through personalized service and exceptional audio products that integrate ergonomics, technology, and emotive design.

Yurbuds wanted the same thing from its EDI provider as they provide to the customer: great service and an outstanding product that integrates seamlessly with the ERP. With these requirements in hand, Yurbuds selected Data Masons’ EDI for Exact Macola solution. In addition to Data Masons’ innovative integration approach to the Exact ERP, Yurbuds found an unprecedented level of quality assurance in Data Masons’ delivery and support teams. While the Vantage Point EDI solution spoke for itself, Yurbuds understood that support was a critical factor in the success of their EDI integration initiative and appreciated that Data Masons provides the industry’s highest level of support, with a guaranteed response time of hours, not days.

Welcome Yurbuds to the Data Masons Family of EDI for Exact Macola Users!

Exact Software Integration

Evolve_logoHas integrating EDI been a struggle?
Have you had to customize Exact Macola or Exact Globe to get EDI documents to integrate?
And are you attending Exact Macola Evolve?

If you answered yes, than attend the session "Advanced EDI Integration for Exact Macola and Exact Globe Made Simple” on Wednesday, April 23rd at 4:45pm.

In this session, Exact EDI Expert Glenn McPeak will discuss the benefits of connecting your entire supply chain including supplier, customers, public warehouses, banks, carriers and brokers; and show you how EDI transactions can be seamlessly integrated, into and out-of Exact Macola and Exact Globe, without evasive customizations. This type of integration reduces data entry time, reduces errors, and enables 24/7/365 business activity.

Learn the latest EDI trends that are driving customers to adopt an innovative technology model that eliminates inconveniences and streamlines EDI integration and compliance requirements.Integrating our EDI technology enables you to leverage your existing investment in Exact Macola or Exact Globe to increase your ROI and reduce overhead.

You can also catch Glenn at the Data Masons booth #104.