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Automating and tracking EDI requirements in NetSuite

By September 9, 2020No Comments

Have you integrated your EDI transactions with NetSuite? If you are working with an EDI Network like SPS Commerce or TrueCommerce and still need to make manual changes on EDI orders, or are getting multiple EDI failure notifications daily, we’ve got you covered. At Green Business Systems, we’ve customized features for EDI tracking and automating, so the hassle of complying with all of your trading partners’ EDI requirements is virtually eliminated.

Here’s a (very short) primer on EDI. EDI is an electronic interchange of business information using a standardized format. EDI enables the automatic exchange of data across business applications across a supply chain. The companies with whom you exchange business documents are called your trading partners. Although the document formats are the same across trading partners, the data required by each trading partner varies.

If you’re only supplying your products to, say, one trading partner, their requirements are not too difficult to track. But what if you’re supplying to 40?

That’s why GBS created a way to track EDI trading partner requirements directly on the customer record in NetSuite. It gives you a single source of information for all of your EDI data. Here’s a rundown of how it works:

EDI requirements tracking and automation

You know that the data required by each of your trading partners varies, even though the document formats are the same. Sort of defeats the purpose of those standardized documents, doesn’t it? Manually changing that information from trading partner to trading partner is a time-consuming hassle and, the way we see it, should be easier and more effortless than that. By creating these features, you can track those requirements directly on the customer record in NetSuite. Automated. Easy. More efficient.

But, we didn’t stop there. With EDI automation, we went one step further than simple tracking. The automation feature we created ties into tracking but is much more complex and, we believe, helps our customer in a deeper and more robust way.

We created a workflow in NetSuite in which we take all of a customer’s trading partners and create a separate workflow for each of them. For each trading partner, their EDI requirements will always be set in the workflow. We automate all of the field levels and details required at a trading partner level.

Why is the automation important? It goes back to the complexity of having multiple trading partners. Not only do you need to track their EDI requirements, but you need to automatically comply with them. Companies can have 50 trading partners, all with different requirements.

These features support integrations with SPS Commerce, True Commerce, B2B Gateway and can be customized to fit any EDI partner you are working with.

The whole idea is to simplify your compliance with the different EDI requirements of all of your trading partners, using the power of NetSuite. Now more than ever, businesses have to be as efficient as possible to meet the demands of this new economy.

If you’re interested in cutting the (electronic) red tape with your EDI transactions, contact us and we’ll help simplify the process for you.