Distributor Integration Phases and Responsibilities

Establishing Requirements and Communicating Responsibilities

The table below outlines the phases, tasks, responsible parties, and requirements for setting up a distributor integration with Decision Logic.

 Phase

 Task

Responsible Party 

Requirements to Move Forward 

 Phase

 Task

Responsible Party 

Requirements to Move Forward 

 Prerequisite  

Ensure the Distributor is created in Decision Logic Supply Chain Maintenance Distributors Maintenance

Customer

Yes

 Prerequisite

Ensure the Vendor is Created in Decision Logic 

Supply Chain Maintenance PPC Maintenance

Customer

Yes

 Prerequisite 

Determine FTP site host and provide FTP Credentials

Decision Logic 
Vendor

Vendor 

Yes 

 Prerequisite

Provide Customer Ids for Each Store Using the Integration

Customer or Vendor

Yes

 Prerequisite

Provide Order Format

Vendor or Decision Logic 



No. Orders are not required as part of EDI but are a helpful piece to completing the Decision Logic Supply Chain.

If a Vendor cannot process E-Orders from Decision Logic, our Customer can proceed with the current ordering method and use How do I manually receive orders (invoices)? or How do I receive electronically placed orders with ‘Exceptions’ & what does that mean? in Decision Logic.

 Prerequisite

Vendor or Decision Logic 

Yes

 Prerequisite 

Vendor or Decision Logic 

Yes

 Staging

Decision Logic Development

Yes. Decision Logic will test the file formats to ensure an Order can be created and received by the Distributor. Once approved Decision Logic will notify the customer.

 Staging

Decision Logic Development

Yes

 Staging

Decision Logic Development

Yes

 Staging

Decision Logic Development

Yes

 Staging

Decision Logic Development

Yes

 Staging

Decision Logic Development

Yes









 Staging 

Customer

Yes

Deployment

 

Decision Logic Development

Yes

Deployment

Disable Allowing Invoices from Manual Receive:

  • We recommend un-checking the box to allow invoices from Manual Receive. This is to prevent stores from creating an invoice during the manual receive process once the integration is live. The reason for doing this is that when the integration is live, all invoices and credits should be importing into your Decision Logic and there should be no need to create a manual invoice. This includes all invoices and credits that are ordered, even those orders NOT placed from  Decision Logic.

  • Stores should receive the Order & Invoices by following the How do I receive electronically placed orders with ‘Exceptions’ & what does that mean? process 

  • If there is a need to allow stores to create an invoice in Decision Logic check the box "allow invoices from manual receive" on the Distributor tab.

Determine by Customer 

No

Pre-Roll Out Testing and Validation 

Customer

Once Decision Logic has confirmed their test order was successful, they will notify you can begin Ordering at all locations. It is a recommended best practice that you coordinate a test order for each location with your Distributor to ensure all customer ids are accepted. 

  Roll Out

Customer

Yes

  Roll Out

Customer

Required only for Decision Logic Supply Chain Reporting

  Roll Out

Customer

Not required to Order from Decision Logic. Not required to Receive Invoices from Electronically

  Roll Out

Customer

Not required to Order from Decision Logic. Not required to Receive Invoices from Electronically.

Is required for Cost of Goods, IVA, TvA

  Roll Out

Customer

Items Invoiced without Account Mapping will fall into an unassigned account. 

  Roll Out

Customer

Yes

  Roll Out

Customer

this is a nice courtesy 

Roll Out

Customer

Not required but is a recommended best practice to ensure the distributor will accept orders from all your locations. 

Go-Live

Store Locations 

Yes


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