1 EDI Source, an Epicor solution Features
Management (13)
Approval
Use criteria to add or remove suppliers to/from approved lists.
Communication
Manage communications with suppliers on multiple channels such as phone or email.
Documents
Capture and maintain documents related to suppliers and their products or services.
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Workflow Management
Enables end-to-end automation of key EDI processes without any user intervention.
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Exception Handling
Detects the EDI errors and instantly notifies and alerts the transmission issue.
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Real Time Reporting
Provides a real-time customizable dashboard that allows users to track, monitor and manage transactions.
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Exceptions Management
Automated handling of non-compliant EDI transmissions.
Email Management
Manage, store and organize emails within the system or via third-party apps
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Additional Functionality (38)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Multiple Format Support
Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
Database Support
Supports common databases such as MySQL and Oracle
Workflow Scheduler
Allows automated and event-driven transaction scheduling
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multiple Data Sources
Allows users to manage data from a number of sources
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
AS2 Capability
Conduct transmissions via AS2 in addition to other methods such as value-added network (VAN)
File Transfer
Move files across different systems or networks
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Data Transformation
Translate EDI formats into data suitable for use with company applications.
Data Import/Export
Import and export data to and from software applications
Supplier Quality Control
Qualify, select, and monitor supply chain partners
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Supplier Web Portal
Integrated online platform shared by businesses and their vendors to exchange information/files and collaborate on projects.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Quotes/Estimates
Generate quotes or estimates for customers
Data Visualization
Graphical representation of data
Performance Monitoring
Monitoring and measurement of relevant metrics to assess the performance of IT resources
Import/Export Data
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Multi-Vendor
Designed for multiple vendors
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
Integrations (4)
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Third Party Integration
Allows integrations to business applications such as accounting packages, ERP software, E- commerce systems etc to streamline order processing workflow.
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BI Tools Integration
Allows integration with third party reporting and business intelligence applications.
Accounting Integration
Integrate with a third-party accounting system
ERP integration
Integrate with existing ERP systems
Supplier Information (3)
Profiles
Create and manage supplier profiles that include contact and pricing information.
Supplier Qualification
The process of assessing potential suppliers based on required credentials, quality standards, etc.
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Supplier Collaboration - Supply Chain Business Networks (4)
Onboarding
Streamlines the process of onboarding new suppliers to a network
Order Tracking
Provides visibility into the movement of goods/products
Quotes
Enables users to acquire and evaluate quotes for services
Performance Analysis
Provides an overview of supplier performance and actions to take to mitigate risks
Performance (14)
Evaluation
Allows users to evaluate supplier performance using standard and custom KPIs.
Selection
Provide features to compare suppliers and choose the best option for various activities.
Supplier Risk Management
Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain
Communications Management
Record and track all relevant internal and external communications
Vendor Master Data Management
Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Contact Management
Manage, organize, and store contact information
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Inventory Management
Track and manage inventory levels to maintain proper supply
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Supplier Management
Manage all supplier data and operations
Functionality (3)
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Data Exchange
Enables electronic document transfer between businesses and trading partners.
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Data Mapping
Translates the EDI data back and forth, basically converts internal data format into the EDI standard format.
Real-Time Data
Receive data and information in real time
Logistics (5)
Scaling
Easily scale to meet your organization's needs
Automation
Automate various processes
Communication
Standardize communication for your team.
Copy
Copies files
Integration
Integrate with your ERP system.
Security (2)
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Communication Protocols
Supports encrypted file transfer protocols like VAN, AS2, FTP/sFTP and HTTPS.
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EDI Standards
Built-in support for a wide variety of traditional and modern EDI standards as well as the ability to define custom standards.
Support (1)
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EDI Testing
Creates a test environment for EDI transactions to verify them and ensure they adhere to industry compliance requirements.
Data (4)
Information Tracking
Tracks information through various sources
Data Duplication
Controls data duplication
Security
Allows users to securely exchange and validate documents.
Scheduling
Schedules document downloads


