Transcript SalesForce.Com into QAD EE - QAD West Coast User Group

WeCUG February 11-12, 2013
Integrating SFDC to QAD
Rusty Page, IT Manager Bioness Inc.
Ray Greenwood, Senior Vice President Consulting Services
Strategic Information Group.
AGENGA
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SFDC and QAD Environments
Technical Design/Configuration Options
Sample Data Sets
Case Study: Bioness, Inc.
Questions
SFDC and QAD Environments
• QAD Environments
- Test Database for interface development and unit
testing
- Test Database for User Acceptance & Validation
Testing
- Production Database.
• SFDC Environments
- Sandbox for development.
• SFDC will provide a sandbox with the current Production
environment, they may also dump SFDC from Production
into the sandbox depending upon contractual
agreements and the size of the SFDC data.
- Production
Technical Design/Configuration Options
• Will Data Flow Uni-directional or Bi-directional?
• Where will the Master Record (i.e. Customer)
reside?
• What Middleware Will Be Required?
- Options
• Dell Boomi, Cast Iron, Pervasive, BizTalk for SFDC Data
Translation
• QXtend for Data In and Out of QAD
• SIGConnects for Data In and Out of QAD
• Custom Java Programming for SFDC Data Translation
Sample Data Sets
• QAD to SFDC
- SFDC updated when the following events occur
in QAD:
• Shipment Confirmation in QAD. Shipment Data Sent to
SFDC
• Invoice Post. Update Customer’s Balance in SFDC
• Cash Receipts. Update Customer’s Balance in SFDC
• Customer Maintenance. Update Address, Telephone,
Credit, Contact Information
- QAD Finished Goods/Trunk Stock/Consignment
On Hand Inventory
Sample Data Sets
• SFDC to QAD
- Opportunities in SFDC converted to Sales Orders
in QAD
• Change in Opportunity Status triggers Dell Boomi to
grab the file, perform the data transformation and
deliver the data to QXtend or SIGConnects to create a
Sales Order in QAD.
- Physician cases in SFDC converted to Sales
Orders in QAD for inventory consumption and
billing
Bioness, Inc
Salesforce.com / QAD EE Integration
Rusty Page
Senior Manager, IT &
Systems Integration
[email protected]
Integration Touch-Points
Salesforce.com  QAD
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Business Relationship, Customer, SSM End-User
Sales Order/Pending Invoice
Upcoming sales forecasts
Contract (Warranty)
QAD  Salesforce.com •
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Customer Credit
Tracking Number
Installed Base
Shipping Costs
© 2009 Bioness Inc.
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Traceability Numbers
Invoice Date
Inventory Data
SFDC Account  QAD Customer
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© 2009 Bioness Inc.
SFDC Account  QAD Customer
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SFDC  QAD Sales Order
Data collected in SFDC opportunity and
opportunity product line
Approval workflow sends opportunity for
approval and marks “Send to QAD” when
approved
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© 2009 Bioness Inc.
QAD  Salesforce.com
Customer Credit Status (on-hold)
Inventory Data:
On-hand quantities
PO quantities
Inventory mins/maxes
Inventory movement data
Order information:
Tracking Number
Serial Numbers shipped
Invoice Date
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© 2009 Bioness Inc.
QAD  Salesforce.com
Sent to QAD – Not shipped
Sent to QAD – Shipped but not invoiced
Sent to QAD – Shipped and invoiced
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© 2009 Bioness Inc.
QAD  Salesforce.com
Inventory Data:
Installed Base w/complaint handling:
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© 2009 Bioness Inc.
Master Records
Salesforce.com:
• Customer
• Sales Reports
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Quotas
Commissions
QAD:
• Customer Terms
• Sales Orders
• Finance data
• Inventory availability & movement
• Installed base
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© 2009 Bioness Inc.
Reconciliation
Customers:
Orders:
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Protection
Attempt to modify a line:
You cannot change this line since it has already been synced with QAD.
Please contact the help desk or your manager for assistance.
Attempt to delete an entire Opportunity:
You cannot delete this order as it has been synced to QAD. Please contact
the help desk.
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© 2009 Bioness Inc.
What’s next?
Trunk Stock/Consignment Inventory
• Replenishment/transfer
• Salesperson Inventory Location Information
Credit Card Integration
• Mobile payments
• Customer pre-payment sent to QAD
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© 2009 Bioness Inc.
Questions & Answers
Contact Information
• Rusty Page
Senior Manger, IT & Systems Integration
Bioness
[email protected]
• Ray Greenwood
Senior Vice President Consulting Services
Strategic Information Group
[email protected]