Vallestra Sage X3 EDI Module
Automate EDI order processing within Sage X3
The Vallestra Sage X3 EDI Module has been developed to help businesses automate the exchange of sales documents between Sage X3, their customers and external EDI providers.The module can work with OpenText and other EDI providers, enabling incoming customer orders to be received into Sage X3 while supporting outbound Order Acknowledgements, Advance Shipping Notices (ASNs), Sales Invoices and Credit Notes.
Incoming EDI orders are first received into a dedicated preparation area within Sage X3, allowing users to review the information before converting the transaction into a live Sage X3 Sales Order.
Receive EDI Sales Orders into Sage X3
Customer purchase orders received through your EDI provider can be automatically loaded into the Vallestra EDI preparation area.
Users can review key order information before creating the live Sales Order, including:
- Customer and delivery details
- Purchase order references
- Products and quantities
- Requested delivery dates
- Pricing and other order information
Once approved, the transaction can be converted into a standard Sage X3 Sales Order and continue through your normal order fulfilment process.
EDI Automation with Control
EDI can significantly reduce manual Sales Order entry, but businesses may not always want incoming electronic transactions to create live orders automatically.
The Vallestra Sage X3 EDI Module provides an additional level of control by allowing incoming orders to be reviewed before Sales Order creation.
This helps your team identify exceptions before they enter live processing, combining the efficiency of EDI automation with the control of Sage X3.
Support the Order-to-Cash
EDI Process
Order
Acknowledgements
Advance Shipping
Notices
Sales Invoices
Sales Credit Notes
Connect with OpenText and Other EDI Providers
The Vallestra Sage X3 EDI Module is designed to work with external EDI providers, including OpenText.
This allows businesses to retain their existing EDI network while using the Vallestra module to manage the Sage X3 side of the process.
Customer → EDI Provider → Vallestra Sage X3 EDI Module → Sage X3
Benefits of the Vallestra Sage X3 EDI Module
The module can help businesses:
- Reduce manual Sales Order entry
- Reduce re-keying and transcription errors
- Review incoming EDI orders before creating live Sales Orders
- Improve order processing efficiency
- Automate Order Acknowledgements
- Automate Advance Shipping Notices
- Automate Sales Invoices and Credit Notes
- Connect Sage X3 with OpenText and other EDI providers
Developed Specifically for Sage X3
The Vallestra Sage X3 EDI Module has been developed specifically around Sage X3 sales and distribution processes.
Rather than introducing a separate application for users to manage, the module works within the Sage X3 environment and helps keep Sage X3 at the centre of your order-to-cash process.
Whether you are introducing EDI to meet the requirements of a new customer or looking to reduce manual order processing, Vallestra can help connect your Sage X3 solution with your EDI environment.
FAQs
What is the Vallestra Sage X3 EDI Module?
The Vallestra Sage X3 EDI Module is a solution developed by Vallestra to help automate the exchange of sales documents between Sage X3, customers and external EDI providers.
It supports incoming customer orders as well as outbound Order Acknowledgements, ASNs, Sales Invoices and Credit Notes.
Can the Vallestra Sage X3 EDI Module work with OpenText?
Yes. The module can work with OpenText and other EDI providers, allowing businesses to connect their existing EDI network with Sage X3.
Are EDI orders automatically created as Sage X3 Sales Orders?
Not necessarily. Incoming EDI orders can first be received into a dedicated preparation area within Sage X3, where users can review the information before converting the transaction into a live Sales Order.
Which EDI documents does the module support?
The Vallestra Sage X3 EDI Module can support:
- Incoming customer Sales Orders
- Order Acknowledgements
- Advance Shipping Notices (ASNs)
- Sales Invoices
- Sales Credit Notes
Do we need to change our existing EDI provider?
Not necessarily. The Vallestra Sage X3 EDI Module is designed to work with external EDI providers, including OpenText, allowing businesses to retain their existing EDI arrangements.
Can Vallestra help us introduce EDI for a new customer?
Yes. Vallestra can work with your organisation and EDI provider to understand the required document flows and configure how they should interact with Sage X3.