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	Provide Invoice Format	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

Table of Contents

1 Establishing Requirements and Communicating Responsibilities
- 1.1 Disable Allowing Invoices from Manual Receive:

For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.

Distributor Integration Phases and Responsibilities

Establishing Requirements and Communicating Responsibilities

Disable Allowing Invoices from Manual Receive: