Entrust EDI is an ERP-agnostic solution that enables the automation of document exchange between a business, its trading partners, and customers. This Entrust EDI Automation Demo shows the manual steps Entrust EDI is able to remove from the document exchange process. This saves time, cuts down on errors, and improves supplier/trading partner relationships.

Implementation of the Entrust EDI solution will depend on your business’ level of preparation prior to engaging with Encompass. You can begin the process of readying your business by completing a simple checklist. We’ve outlined an EDI readiness checklist HERE with the most common information required to move forward with an EDI implementation project.

To expedite the process, you can complete the EDI discovery questionnaire at your convenience. This will help both Encompass and your organization to move through to implementation more swiftly.

For an idea of the costs associated with implementing EDI, you can use our convenient EDI quote calculator tool.

Want to know more about Entrust EDI? Contact our representatives from the Entrust EDI support team at edisupport@encompass-inc.com or get in touch with us for a general inquiry using the Contact Us link at the bottom of this page.

Watch the Entrust EDI Automation Demo Recording

Additional Entrust EDI Resources

Entrust EDI Brochure

 

Entrust EDI Brochure

 

Entrust EDI Functionality Technical Overview

 

esi-managed-services-electronic-data-interchange-edi-flyer

 

Entrust EDI Managed Services Overview

 

esi-managed-services-electronic-data-interchange-edi-flyer

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


So, you just purchased a shiny new ERP, and are looking to roll out EDI.  You want to get started right away on your EDI project, right?   We should be able to set up data and test all transactions out of the box, right? WRONG!

EDI Project Best Practices

EDI is a customized, systemic process, that much like your data, rolls through the quote to cash cycle in a coordinated sequence.  Each EDI document requires data from an upstream process, and you must always complete, and validate,  the upstream processes first.    A common mistake we see on many EDI projects, is an expectation that EDI is plug and play, and that we can implement all documents simultaneously.  EDI is not plug and play, for the same reason that ERP implementations are not plug and play.

EDI trading partners are notorious for sending through erroneous or uniquely specific data.    Our customers all have different shipping and packaging scenarios.   Many customers have different expectations on how EDI data is to be handled.    The answer to a successful EDI implementation, is to work on each document until it is correct, until moving to the next one, and ensuring that the ERP system has been configured and validated for packaging and shipping processes prior to starting to work on outbound transactions.  EDI implementations always lag the ERP implementation by some weeks, and always last the duration of the design and validation stage of the implementation project.

Below are some typical EDI transactions, that must be managed, and processed sequentially.

Inbound Purchase Orders (850i), Demand Forecasts (830i), etc.

Many times, Trading Partners will send data that does not have a native home in ERP.  Our EDI team must carefully inspect all the inbound PO documents from all your trading partners, and understand for each file, which will be unique, whether there is a native home in Epicor, and if not, we create one for it, and make it visible in the ERP through customization.  This can take time, and for some trading partners, extensive customer part cross references must be built, so that Epicor ERP can understand what it is in fact that this customer is ordering.

Outbound Sales Acknowledgement (855o)

It is common to need to include custom trading partner data in an 855 outbound.  Until all of the inbound maps have been translated, and the data housed in Epicor, we can not start testing 855o.   This is normally not a difficult transaction, but until we have every inbound document defined and custom schema in place to accommodate your trading partners, we can not design the outbound format for this document for testing.

Outbound Packing Slip (856o)

Most customers expect us to be able to start this right away.  Some customers have even demanded that we start this right away.  The trouble is that everyone ships differently, and some people have multiple levels of packaging, at various points in their production process, that change how we build the dataset for the 850o.    Another common mistake our customers make are asking for the packing labels before the ASN is designed.

The shipping and packaging process must ALWAYS be designed first, and approved, before we start building 856o data and labels.  Typically the label would be the last thing we build, as we process through all the 850i for all trading partners, demonstrate all packaging scenarios for each, and then finally, armed with model data, we can construct the outbound ASN dataset and labels.  This is especially important when you have multiple versions of labels for different trading partners, or if you have Master Pallets, Mixed Pallets etc.    All EDI projects I have seen go over budget, or that have been frustrated, have been those where the company insists on having working outbound ASN’s before the shipping process is validated.

Outbound Invoices (810)

Typically the easiest of all, but these can not be started until a validated ASN document has been produced.  As such, we save these until the end of the project, to ensure all the data necessary on the invoice, whether from custom inbound data from the 850o, or custom packaging data from the 856o, are available.   Shipments in the system are required to invoice, so there needs to be a solid, unchanging process to generate multiple shipments for the inbound orders, such that they can be invoiced.  This data is typically not available until the last quarter of the implementation.

Listening to your expert EDI implementation consultant, understanding that EDI will slightly lag the work being done in ERP, and that the work will stretch the duration of the project, are key to a successful EDI implementation.  Following our process and methodology  and will minimize frustrations if expectations were that EDI would be ready day one, and reduce or eliminate rework for any EDI transactions forced through before the system is validated.

If you are having a difficult implementation and would like to talk to Encompass about how to put things back on track, we would be happy to conduct a mid ERP implementation review.   If you are about to start an EDI implementation, understanding the above before starting, and ensuring that the project manager and steering committee understand the timeline, will be critical to meeting expectations, and ultimately having a successful, error free cutover.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


This page is currently only accessible to registered members of our website. Please register here to view this content. Thank you.

 


This page is currently only accessible to registered members of our website. Please register here to view this content. Thank you.

 


The following form is intended to both educate companies on what information is needed to complete an EDI implementation and to allow prospective Entrust EDI customers to submit their EDI implementation or migration project’s details electronically. If you would like to submit a project RFP using this form, please fill out all fields in as much detail as possible, where applicable. This will ensure projects can be quoted, outlined, and started in a timely manner.

By submitting this EDI implementation questionnaire, you consent to receiving communications from Encompass Solutions in regard our services and your proposed project.

In the meantime, we invite you to review the following Entrust EDI resources:

Thank you for your interest in Encompass Solutions and Entrust EDI.

Entrust EDI Implementation Project Details

The name under which your business operates if it differs from the business' legal, registered name.
Select All That Apply
Select All That Apply
Select All That Apply

Encompass solutions delivers an array of useful services to support your business beyond ERP implementation. Whether you need IT support for your on-prem or cloud-deployed ERP system, EDI management, or system patch management services, we are fully-equipped to deliver on your needs. Make use of these managed services promotions to ensure your business has the support necessary to enjoy continued success.

Keep in mind, These offers are applicable to any of the Managed Services coverage levels outlined HERE.

Managed Services Promotions

Whether assisting with infrastructure support, reporting customization, Epicor patch management or EDI managed services, we are proud to add value for our customers.

New Managed Services customers committing contracts can take advantage of considerable savings on waived fees and free services.

6-Month Commitment : on-boarding fee waived (up to a $2,000 value)

12-Month Commitment : on-boarding fee waived and an additional 1-month service included (up to a $4000 value)

Offer Terms and Conditions

  • To remain eligible for discounts, commitments must be signed by October 30th, 2020
  • Terms are based on your organization’s Managed Services proposal
  • If 12-month agreement is broken, the user owes remainder of contract and waived on-boarding fee
  • If 6-month agreement is broken, the user owes remainder of contract and waived on-boarding fee
  • Contract termination based on service subject to review and approval
  • As an introductory offer, contract promotions are available to new Managed Services customers only.

For any questions or to request customer referrals on our Managed Services offerings, please contact us to set up a meeting.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


The EDI invoicing process in Epicor is generally done behind the scenes with little to no intervention from the user. However, occasionally some kind of hiccup occurs. This may require a mass reprint of invoices to send out via EDI. For example, your network may have gone down just as your EDI invoices were processing. If those files never made it to your VAN or to the trading partner, you have to send a large number of files back out. Traditionally, we’ve accomplished this by assigning one person to sit in front of their computer, with a list of the impacted invoices, manually printing them one-by-one.

an image of the electronic data interchange principals used to allow Entrust EDI users to mass re-print edi invoices.

Mass Re-Printing Of EDI Invoices

There is a “Mass Print AR invoices” report in Epicor. However, this doesn’t work for EDI. The file generated ends up being one giant file with multiple records in it. Unfortunately, EDI maps cannot process a file like this.

A solution that we’ve recently been using successfully, has been to do a DMT update of the open invoices in question. Complete this at an “off” time for invoicing to maintain the normal flow of invoicing.

The process starts by identifying the outstanding invoices, and pulling them out of Epicor via DMT. The invoices will be opened in Excel for editing.  Once you have a working Excel spreadsheet to work from, it’s then time to start the update process.  Begin by setting the Auto-print BPM in Epicor to trigger off of the “document printed” field (InvcHead.DocumentPrinted) if the field is “true”.  Using DMT, reset all of the values in that field to FALSE and load DMT back in.  Your invoices are all now reset to not print.  Next, change your excel file to set that same document printed flag as TRUE and reload DMT.  This will trigger the BPM to fire and should result in the EDI output being generated.

If you have more than 200 files, it’s best to complete this task in sections. Try not to exceed 200 files per pass. This will minimize and control the load on EDI mapping software.

Finally, validate the invoices have made it through mapping and successfully arrived at the trading partner or at the VAN.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Over the last 40 years, electronic data interchange (EDI) has become known as a business standard format for relaying documents electronically between trading partners in a network. While EDI comes with great benefits, it is not without its challenges. Fortunately, for the vast majority of businesses, the benefits of EDI far outweigh the drawbacks. Modern methods and technology have only served to provide more potent EDI benefits for small and medium businesses.

Financial Benefits Of EDI

Because EDI is a digital means of communicating for businesses, it comes with many advantages over paper-based systems. Not only this, but it saves on costly errors, wait time, and a host of other factors that businesses not utilizing EDI will suffer from.

Take for instance paper and postage, the most obvious difference between EDI and other communication systems. Because all EDI transactions are completed electronically and instantaneously, the expense for paper, postage, envelopes, forms, ink, and transit costs are cut out of the equation. EDI not only saves on waste and materials within a business, but also resources beyond the walls of the business, such as fuel and labor associated with shipping and transit activities. Administrative and maintenance costs are also impacted by EDI, due to storage, filing, and retrieval costs no longer being part of the equation.

an image of the financial benefits of edi

Labor costs are reduced, as well. This is due to the fact that data entry, manual review of documents, and other administrative tasks, like sorting, copying, and filing, are no longer necessary with EDI. The automation provided by EDI frees time to take on and complete constructive tasks for teams while cutting down on costly errors significantly. The work hours involved are reduced significantly and order processing can essentially be put on autopilot, save for the instances and conditions a business has built into their EDI processes.

Operational Benefits of EDI

We touched on the automation EDI provides in the section above, but those improvements go beyond cost-savings and financial benefits of EDI. When your business runs more efficiently, trading partners and customers are more inclined to return to you with their business.

Maintaining accuracy in a paper-based trading network is a full-time job. Even with expert administrators and financial professionals, these tasks are wrought with problematic processes. There are many opportunities for human errors when it comes to re-keying data from orders, processing returns, and carrying out payment processing. EDI is an as-in, as-out technology. This means that the data received is the exact same as the data transmitted from trading partners. There is no need to re-enter data manually. The result is fewer erroneous entries, product returns, and lost orders.

an image of the operational benefits of edi

On the topic of order fulfilment, EDI provides businesses with better visibility into their supply chain and inventory. The lead-time necessary to process an order is reduced and a business can move closer to a Just-in-time (JIT) system.

Order accuracy is maintained at the highest level via digital records. When tied into a business’ ERP system, order, supply chain, and inventory data are ready and accessible for better and more informed decision making. When a business is more able to adapt to market conditions and respond to supply chain issues, they are better positioned to outperform their competitors.

EDI has a tremendous impact on operations, from speed and accuracy to automation and efficiency. However, security is a topic increasingly at the forefront of conversations between trading partners and businesses with their customers. EDI delivers enhanced security protocols that place several layers of protection between transactional data between businesses and their networks, as well as their customers.

Trading Partner and Customer Benefits of EDI

Beyond all the internal business benefits of EDI, there are many external trading partner and customer benefits of EDI.

One example emerges in a businesses ability to respond to changes in market conditions more quickly and effectively. Response time to environmental factors can be shaved down to seconds with EDI, resulting in fewer order disruptions and streamlined processes between sales and trading partner activities. The precision that this facilitates ensures that production planning, order fulfilment, delivery, and response time are much more precise and in alignment with a trading network or customers’ best interests.

an imag eof the tradin partner and customer benefits of edi

The internet has connected the world on a scale never seen before in history. As a result, those we communicate with expect updates to be quick, accurate, and on-demand. EDI facilitates all three of these demands by providing information on process statuses, such as acknowledging receipt of orders, invoices, changes to purchase orders, pending payment status and more.

Delivering on customer expectations is the key to securing their business long-term. EDI ensures that businesses are equipped to do so while also making accurate and timely updates available. In a competitive marketplace, where the buyer has the power, businesses need to leverage every advantage available. A high-level of customer service is essential to thrive and EDI can help provide customer benefits their competitors may lack.

Trading partners and trading networks are often the driving force behind EDI implementation. EDI compliance can open the doors to more fruitful and expansive trading networks for businesses. Once the standards are put into place, EDI trading partner benefits are numerous and serve to grow a business’ trading network.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


When it comes to EDI, small businesses are often compelled to implement by their larger trading partners and suppliers. While a business may think it’s too small to warrant such a change, it’s easier to get started with EDI for small businesses than one might think.

EDI For Small Businesses: Burdens And Benefits

There are, as with many transformative technologies, initial barriers to be overcome. However, this is true for entities of every size when implementing EDI. In fact, smaller businesses have an easier time with some of these barriers than their larger counterparts. For many, the biggest barrier is costs associated with infrastructure and staff, for others, it’s the transition from paper-based systems to digital and automated ones. Whatever the hurdle to overcome may be, the benefits of integrated EDI for small businesses far outweigh the benefits that may be holding a business back from making the change.

Satisfaction, Loyalty, And Growth With EDI For Small Businesses

When it comes to the many arguments for a small business to begin leveraging EDI, nothing trumps growth. EDI enables growth in a big way, especially for smaller businesses. Two significant avenues through which EDI facilitates this are customer satisfaction and brand loyalty. When the experience of purchasing goes smoothly, and communication is fluid, customers appreciate the experience. Consistent performance in this regard delivers repeatable experiences that drive customer satisfaction. Positive word-of-mouth and online recommendations increase, which earn more business and retain loyal customers.

an image of a small business owner growing his business with edi for small businesses

Accuracy, Automation, And Accountability

It’s not unusual for small business staff to wear many hats and assume several responsibilities from day to day. Even specialists make mistakes, but staff tasked with multiple duties at a business are provided more opportunities to make simple errors. These errors can have far-reaching consequences. With EDI many of the repetitive and manual tasks associated with purchasing, invoicing and shipping can be automated, accurately enacted, and provide transparent records for superior accountability. The result is fewer botched orders, better follow through on commitments to customers, and another opportunity to prove their loyalty is earned and valued.

An image of a shop floor production improvements thanks to edi for small businesses

Reducing Overhead With An EDI Partner

For many small businesses, envisioning the added burden of managing EDI infrastructure and maintaining knowledgeable staff can sink the idea of before it’s put into action. Fortunately, there are options that don’t place these anxieties squarely on the shoulders of businesses. After the initial set-up of EDI, an EDP partner can maintain the system apart from a business’ day-to-day operation and IT structure. These systems are repeatable and scale with growth and can be easily integrated into existing ERP systems or to those added further down the line as time goes on.

an image of a business owner and edi partner agreeing on an edi for small businesses contract

By passing off the cost of an EDI project to an external partner, small businesses can enjoy the benefits of EDI without the additional staff, software, and hardware to maintain. This leaves in-house talent free to take on value-added activities that drive business growth and focus on customer care.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in EDI,  business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.