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ERP Integration MGT-002

ERP Integration MGT-002. Bob Phare rphare@commandalkon.com +1 205 879 3282 ext. 1130 Chris Strickland cstrickland@commandalkon.com +1 205 879 3282 ext. 1241 Caleb Stuart cstuart@commandalkon.com +1 205 879 3282 ext. 1156. Session Objective.

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ERP Integration MGT-002

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  1. ERP IntegrationMGT-002 Bob Phare rphare@commandalkon.com +1 205 879 3282 ext. 1130 Chris Strickland cstrickland@commandalkon.com +1 205 879 3282 ext. 1241 Caleb Stuart cstuart@commandalkon.com +1 205 879 3282 ext. 1156

  2. Session Objective • This session will describe how EDX is being incorporated into COMMANDseries, Apex, COMMANDbatch, and other Command Alkon products to facilitate integration with your ERP or financial system. • The discussion will focus on data and process flows to help you better understand the business advantages of incorporating EDX into your system architecture. Management Track | MGT-002 | ERP Integration

  3. Agenda • Overview of EDX • Definitions and Concepts • Specific ERP integration scenarios • ERP – COMMANDseries • ERP – COMMANDbatch • ERP – Apex • Justifying EDX as an integration solution • Some technical “nuts and bolts” Management Track | MGT-002 | ERP Integration

  4. Agenda • Overview of EDX • Definitions and Concepts • Specific ERP integration scenarios • ERP – COMMANDseries • ERP – COMMANDbatch • ERP – Apex • Justifying EDX as an integration solution • Some technical “nuts and bolts” Management Track | MGT-002 | ERP Integration

  5. EDX Overview • EDX– Enterprise Data Exchange • Is an integration platform that is standardizing the method of transporting data between Command Alkon and third-party products. • Allows systems with different platforms and data structures to exchange information in a uniform fashion Management Track | MGT-002 | ERP Integration

  6. EDX Overview • The Integration Problem Management Track | MGT-002 | ERP Integration

  7. EDX Overview CAI Product Environment CMD batch CMD series CMDqc Apex WCF EDX “Bus” Integra KP Apex TMS Management Track | MGT-002 | ERP Integration

  8. EDX Overview CAI Product Environment CAI products (software applications) reside on the EDX “Bus”. CMD batch CMD series CMDqc Apex EDX provides a guaranteed delivery mechanism between publishers and subscribers. WCF EDX “Bus” A A All business content is exchanged via standard BODs. BODs are the “building blocks” of integration. Integra KP Apex TMS BODs follow OAGIS (or B2MML) schema definitions. Management Track | MGT-002 | ERP Integration

  9. Agenda • Overview of EDX • Definitions and Concepts • Specific ERP integration scenarios • ERP – COMMANDseries • ERP – COMMANDbatch • ERP – Apex • Justifying EDX as an integration solution • Some technical “nuts and bolts” Management Track | MGT-002 | ERP Integration

  10. Definitions and Concepts • ERP – “Enterprise Resource Planning” system • “A system used to manage and coordinate all the resources, information, and functions of a business.” • This may be a true ERP system like SAP or a simple accounting system. • OAG – Open Applications Group • A not-for-profit standards development organization focused on building data exchange standards for B2B and A2A integration. • OAGIS – “Open Applications Group Integration Specification” • A broad data exchange standard developed by OAG. • ISA-95 – Describes interfaces between enterprise and control systems. Management Track | MGT-002 | ERP Integration

  11. Definitions and Concepts • XML – “Extensible Markup Language” • A set of rules for encoding data in a format that is both human-readable and machine-readable. • XML format is simple, general-purpose, and can be used over the Web. • (Also known as “Excellent Marketing Language”) • BOD – “Business Object Document” • Describes/defines a type of transaction between systems • Consists of a “Verb” and a “Noun” • Example: “Notify Credit” • CAI has defined approximately 20 Business Objects based on OAGIS and ISA-95 • (Business Objects are the building blocksof system integration) A Management Track | MGT-002 | ERP Integration

  12. Definitions and Concepts • “Business Objects are the Building Blocks” OAGIS “CustomerPartyMaster” System A System B Customers CUST A Management Track | MGT-002 | ERP Integration

  13. Definitions and Concepts CAI Product Environment CMD batch CMD series CMDqc Apex EDX supports “Push”, “Pull” and “Publish-Subscribe” mechanisms. WCF EDX “Bus” A A Integra KP Apex TMS Management Track | MGT-002 | ERP Integration

  14. Definitions and Concepts Partner “V” CAI Product Environment Partner X CMD batch CMD series CMDqc Apex WCF Text File REST EDX “Gateway” EDX “Bus” External systems perceive the CAI product environment as a single system. SOAP ERP System B ERP System A Integra KP Apex TMS Management Track | MGT-002 | ERP Integration

  15. EDX Overview • EDX Technology • Integrates using standard XML messages • Follows widely-used integration standards: • OAGIS • B2MML • Supports multiple interface methods • Web services (SOAP, REST) • Text files • WCF “plug-ins” Management Track | MGT-002 | ERP Integration

  16. EDX Overview • Other EDX Features: • Guaranteed message delivery • Content-based message routing and filtering • “Plug-in” architecture simplifies and standardizes product development • Multi-master Environment; Publisher & Subscriber Relationship • Administrative functions (e.g. configuration and diagnostics) • Full Diagnostic Support Tools • Product status: • Fully functional and shipping in multiple configurations. Management Track | MGT-002 | ERP Integration

  17. Agenda • Overview of EDX • Definitions and Concepts • Specific ERP integration scenarios • ERP – COMMANDseries • ERP – COMMANDbatch • ERP – Apex • Justifying EDX as an integration solution • Some technical “nuts and bolts” Management Track | MGT-002 | ERP Integration

  18. Three Integration Scenarios Scenario 1: ERP to COMMANDseries Management Track | MGT-002 | ERP Integration

  19. COMMANDseries-ERP Integration • Overview “Master Data” ERP System - Invoicing - Purchasing - Financials… COMMAND Concrete - Order Entry - Dispatch… Transactional Data Management Track | MGT-002 | ERP Integration

  20. COMMANDseries-ERP Integration ERP System COMMANDseries Raw Materials NotifyItemMaster Materials NotifyItemMaster Products Mixes Customers Customers NotifyCustomerPartyMaster Carriers Vendors Carriers Vendors NotifyPartyMaster Quotations Projects NotifySalesOrder

  21. COMMANDseries-ERP Integration ERP System COMMANDseries Dispatch Orders Credit Control GetCredit ShowCredit UpdateCredit Sales Order Tickets/Loads NotifyShipment Invoicing - A/R NotifyRemittanceAdvice Payments Cartage Payable NotifyInvoice A/P Inventory Inventory NotifyInventoryBalance Purchasing NotifyPurchaseOrder Purchase Orders Mat’l. Receipts NotifyReceiveDelivery

  22. COMMANDseries-ERP Integration ERP System COMMANDseries Raw Materials NotifyItemMaster Materials NotifyItemMaster Products Mixes Customers Customers NotifyCustomerPartyMaster Carriers Vendors Carriers Vendors NotifyPartyMaster Quotations Projects NotifySalesOrder GetCredit Dispatch Orders Credit Control ShowCredit UpdateCredit Sales Order Tickets/Loads NotifyShipment Invoicing - A/R NotifyRemittanceAdvice Payments Cartage Payable NotifyInvoice A/P Inventory Inventory NotifyInventoryBalance Purchasing NotifyPurchaseOrder Purchase Orders Mat’l. Receipts NotifyReceiveDelivery

  23. COMMANDseries-ERP Integration • Variations are supported, for example: • Items maintained on ERP, prices maintained on COMMANDseries. • Projects maintained on ERP or COMMANDseries • Two different credit models • Static credit status from ERP; and/or • Real-time credit inquiry from Order Entry to ERP Management Track | MGT-002 | ERP Integration

  24. COMMANDseries-ERP Integration • Project Status: • Development complete on CS08 V3 • Delivered to one large multinational producer • Field implementation/testing in progress • Go-live scheduled for Q1 2014 • CS08 V2 delivery scheduled for Q2 2014 Management Track | MGT-002 | ERP Integration

  25. Three Integration Scenarios Scenario 2: ERP to COMMANDbatch Management Track | MGT-002 | ERP Integration

  26. COMMANDbatch-ERP Integration • Direct COMMANDbatch-ERP implementation • Suited for plant-level dispatch vs. central dispatch • Large number of plants justifies integration investment • Ideal for operations with intermittent plant connectivity “Master Data” ERP System - Invoicing - Purchasing - Financials… COMMAND batch - Order Entry - Shipping - Batching… Transactional Data Management Track | MGT-002 | ERP Integration

  27. COMMANDbatch-ERP Integration • Differs from “Classic” implementation COMMAND batch ERP System COMMAND concrete COMMAND batch COMMAND batch Management Track | MGT-002 | ERP Integration

  28. COMMANDbatch-ERP Integration ERP System COMMANDbatch Raw Materials NotifyItemMaster Materials Products/Mixes Mixes NotifyItemMaster NotifyCustomerPartyMaster Customers Customers NotifyCredit Credit Status Quotations Projects NotifySalesOrder Drivers/Trucks Drivers/Trucks Management Track | MGT-002 | ERP Integration

  29. COMMANDbatch-ERP Integration ERP System COMMANDbatch Raw Materials NotifyItemMaster Materials Products/Mixes Mixes NotifyItemMaster NotifyCustomerPartyMaster Customers Customers NotifyCredit Credit Status Quotations Projects NotifySalesOrder Drivers/Trucks Drivers/Trucks Dispatch Orders Sales Order Tickets/Loads NotifyShipment Invoicing - A/R Batch Weights ProductionPerformance NotifyInventoryBalance Inventory Inventory NotifyReceiveDelivery Mat’l. Receipts Purchasing Management Track | MGT-002 | ERP Integration

  30. COMMANDbatch-ERP Integration • Project Status: • Development 50% complete • Completion scheduled Q1 2014 • Specific alpha/beta site not yet selected Management Track | MGT-002 | ERP Integration

  31. Three Integration Scenarios Scenario 3: ERP to Apex Management Track | MGT-002 | ERP Integration

  32. Apex-ERP Integration • Typical Apex configurations are • Centralized/Distributed; or • Distributed Apex ERP System Apex Office Apex Apex • In a centralized configuration, Apex manages data replication to the plant systems. Management Track | MGT-002 | ERP Integration

  33. Apex-ERP Integration • In a distributed configuration… Apex ERP System Apex Apex • …EDX and the ERP system manage routing of data. Management Track | MGT-002 | ERP Integration

  34. Apex-ERP Integration • The data and process flows are similar regardless of configuration. “Master Data” ERP System - Invoicing - Purchasing - Financials… Apex - Order Entry - Shipping - Weighing… Transactional Data Management Track | MGT-002 | ERP Integration

  35. Apex-ERP Integration • Composite Integration ERP System COMMAND series Apex Master Data (Customers, Credit, etc.) Transactional Data EDX “Bus” Management Track | MGT-001 | Integration Forum

  36. Apex-ERP Integration ERP System Apex Products NotifyItemMaster Products NotifyCustomerPartyMaster Customers Customers NotifyCredit Credit Status NotifyPartyMaster Haulers Carriers Quotations Sales Orders NotifySalesOrder Orders NotifySalesOrder Dispatch Orders NotifyShipmentUnit Trucks Trucks Management Track | MGT-002 | ERP Integration

  37. Apex-ERP Integration ERP System Apex Products NotifyItemMaster Products NotifyCustomerPartyMaster Customers Customers NotifyCredit Credit Status NotifyPartyMaster Haulers Carriers Quotations Sales Orders NotifySalesOrder Orders NotifySalesOrder Dispatch Orders NotifyShipmentUnit Trucks Trucks Invoicing - A/R Tickets/Loads NotifyShipment Inventory Inventory Management Track | MGT-002 | ERP Integration

  38. Apex-ERP Integration • Project Status • Development complete • Delivered to one large multinational producer • Field implementation/testing in progress • Go-live scheduled for Q1 2014 • Unfinished features: • Inventory transactions • Currently seeking early adopters to implement Apex-ERP integration Management Track | MGT-002 | ERP Integration

  39. agcXML and OAGi Industry Workgroup • Current Members: • AGC • Colas • Command Alkon • Would you like to join? • See Mark Merino

  40. Agenda • Overview of EDX • Definitions and Concepts • Specific ERP integration scenarios • ERP – COMMANDseries • ERP – COMMANDbatch • ERP – Apex • Justifying EDX as an integration solution • Some technical “nuts and bolts” Management Track | MGT-002 | ERP Integration

  41. Justifying EDX …or, “Why would I want to do this?” • Data is entered once • Data is consistent on all systems • Elimination of double-entry • Saves labor/ frees up staff for more important tasks • Reduces human errors - improves data accuracy and value • Data owner/ most competent person enters data • “Business real-time” data availability • Use data when it’s needed - improves operational efficiency • Reduces workarounds currently required to deal with slow or missing data • Promotes timely detection and correction of data problems • Improves speed of decision-making • Greater functionality, e.g. • Example: Real-time credit checking Management Track | MGT-002 | ERP Integration

  42. Justifying EDX • Higher reliability and reduced support cost • “Guaranteed delivery” of data • Transactional control over data objects such as Projects and Mix Designs • Automatic re-synchronization of data after system or network outage • Higher data security • Configuration flexibility makes future system changes easier. • …therefore lower Total Cost of Ownership (“TCO” ) Management Track | MGT-002 | ERP Integration

  43. Agenda • Overview of EDX • Definitions and Concepts • Specific ERP integration scenarios • ERP – COMMANDseries • ERP – COMMANDbatch • ERP – Apex • Justifying EDX as an integration solution • Some technical “nuts and bolts” Management Track | MGT-002 | ERP Integration

  44. Anatomy of a Business Object (XML) <CustomerPartyMaster xmlns="http://www.openapplications.org/oagis/9"> <PartyIDs> <ID>1003636</ID> <TaxID /> </PartyIDs> <AccountID>1003636</AccountID> <Name sequence="1">Ronald Reagan</Name> <Name sequence="2">REAGAN</Name> <Location type="Primary"> <Address> <AttentionOfName>White House</AttentionOfName> <AddressLine sequence="1">1600 Pennsylvania Ave</AddressLine> <AddressLine sequence="2" /> <AddressLine sequence="3" /> <CityName>Washington</CityName> <CountrySubDivisionCode>DC</CountrySubDivisionCode> <CountryCode>USA</CountryCode> <PostalCode>20502</PostalCode> </Address> </Location> <Location type="Invoice"> <Address> <AttentionOfName>White House</AttentionOfName> <AddressLine sequence="1">1600 Pennsylvania Ave</AddressLine> <AddressLine sequence="2" /> <AddressLine sequence="3" /> <CityName>Washington</CityName> <CountrySubDivisionCode>DC</CountrySubDivisionCode> <CountryCode>USA</CountryCode> <PostalCode>20502</PostalCode> </Address> </Location> Customer Code Description Short Description Primary Address Element Invoice Address Element A Management Track | MGT-002 | ERP Integration

  45. One Implementation Approach CAI Product Environment Data Mapping and Process Coordination EDX “Bus” EDX “Gateway” SAP NetWeaver™ PI SOAP Web Services SAP Services SAP Process Integration (SAP PI) is SAP's enterprise application integration software. Management Track | MGT-001 | Integration Forum

  46. One Implementation Approach • A few more words about SAP • Command Alkon is an SAP software solution and technology partner under their PartnerEdge program. • However, CAI DOES NOT have internal expertise in SAP implementation per se. • Clarification -- SAP PI and EDX product descriptions may create a misunderstanding that the two products are equivalent or overlapping, which they are not. Management Track | MGT-002 | ERP Integration

  47. One Implementation Approach • There are many other ERP players: • Oracle • Great Plains • Microsoft Dynamics • Infor • OpenERP • Sage • JDE/PeopleSoft/Oracle • Etc. • Fine Print: • These are not recommendations or endorsements Management Track | MGT-002 | ERP Integration

  48. Integration Technical Resources • CAI technical resources for integration projects include: • Scenario-specific integration overviews (like this document) • Detailed element-level BOD definitions in spreadsheet form • Technical consulting expertise in • Process workflow • Data definition/mapping • Web services, SOAP, REST, etc. • Integration testing • Detailed workflow drawings and documents, e.g… Management Track | MGT-002 | ERP Integration

  49. Integration Technical Resources • Excerpt from “Credit” workflow document • ERP user or automated process creates or modifies customer party credit status. • ERP system sends a single NotifyCredit message to CAI systems immediately or as scheduled. (Because of the publish/subscribe nature of EDX, all subscribing systems receive the message.) • One or more CAI systems are unable to process the message due to one or more errors. • CAI system(s) report the error to the ERP system with a ConfirmBOD message. Possible error conditions and their corresponding error codes… Management Track | MGT-002 | ERP Integration

  50. Questions (& Answers?) Management Track | MGT-002 | ERP Integration

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