SPS Commence EDI integration
SPS Commence is an EDI provider that Spire integrates with. Using this integration, you can accept EDI orders, as well as manage those orders after they have been received. Spire handles the following types of EDI documents. If there are additional document types you need to send/receive, SPS Commerce is able to accommodate these via their web based fulfillment tool that is available in parallel to the Spire integration.
- Sales Order Request (EDI 850)
- Sales Order Acknowledgement (EDI 855)
- Invoice (EDI 810)
In order to establish and use this integration, perform the following steps;
Step 1. Link Spire Server to SPS Commerce
In order to provide a link to SPS Commerce, you will need an account with SPS Commerce. Contact Ellen Tonkin at etonkin@spscommerce.com or phone directly at 218-258-5967, and she will align resources who can discuss and scope out your EDI needs and provide you with credentials that will allow you to use their service.
Logon to Spire Server Administration, and click on “Integrations”. Select “SPS Commerce” and click “CONNECT”.
Click “Continue”.
Click “Confirm” when prompted to link your Spire Central credentials to SPS Commerce.
When prompted, logon to the SPS Commerce site.
When this process is complete, you will have received the necessary credentials (authentication details) to communicate securely with SPS Commerce.
While these credentials apply to this Spire server instance, you must also select the Spire companies that you wish to use with SPS Commerce. You do this by clicking “Manage Access” and selecting each company that will use SPS Commerce;
Once these steps are completed, you can begin setting up the integration of customers, items and terms within a Spire company.
Step 2 – Setting up mappings
In order to use the EDI link, customers must be mapped to outside customers and items to outside items. In other systems, your customer may be using a different customer number, and the items numbers (part numbers) they use may differ from yours. These mapping are established on the “Integrations” tab for each of these modules in Spire.
Notice that in the above case, the Spire values “N30”, “RICK” and “WIDGET” map to “05”, “000ALLTESTID” and “980023”. We are providing links for the term, inventory item and customer codes so that two different systems can communication. Note that it is critical that these codes are provided, otherwise it will not be possible for Spire to create the sales order when it receives an EDI order request.
Note that the provider ID for this purpose is sps_commerce (you can also browse to select this from a list of available providers).
This association process can be done manually, or these associations can be imported using Spire’s built in import utility. Choose “Tools”, “Import…” and choose “Import Type” Integration Association.
Step 3 – Managing EDI orders
When you have completed the proceeding steps, you can import import orders. This assumes customers have sent EDI orders and that they are waiting in your EDI mailbox.
To import an EDI order, load the sales list, and click “EDI: Import”;
If orders are in your EDI mailbox, they will be added to Spire automatically using the next available order number.
Once an EDI order has been accepted, it can be acknowledged. To do so, load the order and click “EDI: Acknowledge”. This sends an acknowledgment back through the EDI provider (SPS Commerce) and on to your customer. An order can be acknowledged more than once.
When an EDI order has been invoiced in your Spire accounting system, that invoice can be sent through your EDI provider as a communication. To send an invoice, load the invoice in sales history and click “EDI: Invoice”.
