SMARTruck Integration

SMARTruck Integration
July 18, 2016
Veronica Stephens
Steve Silkaitis
Dan Warren - SKYBITZ/SMARTruck
2016 DM2 Connections User Conference
July 18 – 20, 2016
It’s 4:00 p.m. – do you know where your fuel
is?
2016 DM2 Connections User Conference
July 18 – 20, 2016
THE PARTNERSHIP OF TWO INDUSTRY LEADERS
DM2 – ACCOUNTING EXPERTS
ST – OPERATIONS EXPERTS
Solution providers for tracking fuel.
Deep integration within the programs allowing synchronicity for efficient,
flexible automation.
Solving the puzzle of tracking fuel –
1) Where is it?
2) Where did it go?
3) What’s the value and what’s the profitability?
2016 DM2 Connections User Conference
July 18 – 20, 2016
SMARTruck Dispatch and Delivery
OVERVIEW OF SMARTruck
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Digitally capture gallons. Digital register integration available.
Maintain up-to-the-minute compartment level inventory control.
Barcode & RFID scanning
Maintain paperless delivery records
Improve accuracy of delivery data
Reduce time from delivery to invoice
Digital posting of fueling transactions
Manage driver and overtime hours for total fleet management
2016 DM2 Connections User Conference
July 18 – 20, 2016
OVERVIEW OF SMARTLynx
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Is the conduit that allows information to flow from Accounting and Order
Entry to Dispatch and ultimately to Billing for seamless account resolution. As
the centerpiece of all your existing platforms,
Streamlines and dramatically increases accuracy and efficiency while moving
your business into a nearly paperless work environment.
Time savings – mass produce orders
Reconcile all delivered gallons from their original source(BOL) for true margin
analysis.
2016 DM2 Connections User Conference
July 18 – 20, 2016
SINGLE POINT OF ENTRY
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The “single point of entry” is always SAGE – the data entered into SAGE is pushed to
SMARTLynx.
Information is not bi-directional. SAGE is always the “system of record”.
Customer information, ship to ,and item information entered into SAGE is synchronized.
2016 DM2 Connections User Conference
July 18 – 20, 2016
SALES ORDER ENTRY- SAGE
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Sales Order Entry is the first piece of the integration process (SO or BOL
integration)
Confirm SMARTLOGIX ORDER Box is checked
Enter in items for order, click Accept which sends it to SMARTLynx
SALES ORDER ENTRYSAGE
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Launch SMARTLynx and the sales order created in SAGE will appear as below
It is now ready for dispatch
SAGE order number with no SMARTLynx order number.
2016 DM2 Connections User Conference
July 18 – 20, 2016
SALES ORDER ENTRY-SMARTLYNX
2016 DM2 Connections User Conference
July 18 – 20, 2016
SALES ORDER ENTRY-SMARTLYNX
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Add new order with customer, product, click SAVE.
A dialogue box will pop up asking for a backoffice number from SAGE, click YES
2016 DM2 Connections User Conference
July 18 – 20, 2016
SALES ORDER ENTRY-SMARTLYNX
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Notice there is now an Order Number which is SAGE backoffice number
2016 DM2 Connections User Conference
July 18 – 20, 2016
SALES ORDER DELIVERY-SMARTLYNX
• Orders are completed out in the field via the handheld
• Delivery Information is returned via cellular or satellite
2016 DM2 Connections User Conference
July 18 – 20, 2016
TRANSACTION VIEWER •
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Orders are reviewed for accuracy and approved via the Transaction Viewer
This is what completes the order and prepares it for invoicing in SAGE
2016 DM2 Connections User Conference
July 18 – 20, 2016
SALES ORDER INTEGRATION-SMARTLYNX
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Open Sage, then select Smartlogix\Main\Generate Invoice from Completed Order
Check Sales Order Deliveries, enter Truck Number, click Get SX Orders, click Create
Invoices
Invoices are created following standard SAGE invoice processing.
2016 DM2 Connections User Conference
July 18 – 20, 2016
BOL Integration – using Inventory Workbench
in SL
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Dan Warren – SMARTruck
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Demonstrate Inventory Workbench
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Describe what makes a BOL package
2016 DM2 Connections User Conference
July 18 – 20, 2016
BOL Integration
1 Load (BOL)
1 Product (Bought As and Sold As the same product)
1 Delivery
All gallons accounted for and package approved and pushed
to DM2
BOL Integration
1 Load (BOL)
1 Product (Bought As and Sold As the same product)
4 Deliveries
All gallons accounted for and package approved and pushed to DM2
1 Load (BOL)
1 Product (Bought As and Sold As the same product)
4 Deliveries
All gallons accounted for and package approved and
pushed to DM2
BOL Integration
1 Load (BOL)
2 Products (Bought As and Sold As the same product and
blended product)
1 Delivery – 3 grades of gasoline
All gallons accounted for and package approved and pushed
to DM2
BOL Integration
1 Load (BOL) – Retain at end of shift to allow a daily
accounting close
1 Product (Bought As one product, Sold As another)
1 Load (BOL) – loaded on top of the retain
All gallons accounted for and both packages approved and
pushed to DM2
The Sage Smartlogix module processing for Bills of Lading selects approved packages by truck and
displays them as seen below. Once Selected, a Create BOL’s button is available and creates BOL
transactions as seen in the next screens.
Product Movement Audit Report by Package:
Product Movement Packages are translated into BOL batches based on Inventory movements.
BOL 121212124 is one pickup of Diesel for 4000 Gals and distributed to 4 different sales orders
BOL 343434344 is a pickup of Regular Gas and Premium Gas for 750 Gals each, totaling 1500
Gals and the following distributions to one single sales order: 500 gals of Regular Gas, 500 Gals
of Premium Gas and 500 Gals of blended Midgrade Gas.
Header and Distribution data is completed during this integration process.
BOL 121212124 is one pickup of Diesel for 4000 Gals and distributed to 4 different sales
orders
BOL 343434344 is a pickup of Regular Gas and Premium Gas for 750 Gals each, totaling
1500 Gals and the following distributions to one single sales order: 500 gals of Regular Gas,
500 Gals of Premium Gas and 500 Gals of blended Midgrade Gas.
BOL 232323234 is a pickup of Gas for 1000 Gals and distributed to a single sales order for the total Gals
BOL 454545454 is a pickup of Diesel for 1500 Gals and distributed to a single sales order as Heating Oil
for 1000 Gals and 500 Gals of Diesel was retained on the truck whse. Also because the retain from that
truck is then sold, the original BOL number is referenced and distributed to the new sales order; again
sold as Heating Oil.
BOL 565656564 is a pickup of Diesel for 500 Gals and distributed to the above sales order, also used to
sell the retained product as Heating Oil for the newly picked up Gals.
BOL 232323234 is a pickup of Gas for 1000 Gals and distributed to a single sales order
for the total Gals
BOL 454545454 is a pickup of Diesel for 1500 Gals and distributed to a single sales order as
Heating Oil for 1000 Gals and 500 Gals of Diesel was retained on the truck whse. Also because
the retain from that truck is then sold, the original BOL number is referenced and distributed
to the new sales order; again sold as Heating Oil.
*** BOL 454545454 is a pickup of Diesel for 1500 Gals and distributed to a single sales order as
Heating Oil for 1000 Gals and 500 Gals of Diesel was retained on the truck whse. Also because the
retain from that truck is then sold, the original BOL number is referenced and distributed to the
new sales order; again sold as Heating Oil.
***There are 2 BOL’s in this transaction; one for the original pickup of fuel from the supplier and
then one for the internal transfer of the retained product off of the truck warehouse distributed to
the sales order. In this case, an internal vendor is used.
BOL 565656564 is a pickup of Diesel for 500 Gals and distributed to the above sales order,
also used to sell the retained product as Heating Oil for the newly picked up Gals.
DM2 New Feature #1
Add/Update Terminals and Suppliers from Sage BOL Pickup Point Code Maintenance
Terminal is created based on data added in Address section and Smartlogix section on
the Right.
Supplier is added to Smartlogix using Sage supplier(vendor) number and Name.
Terminal Maintenance in SL matches data in Sage based on info added above
Name is combination of City, State and Operator Code
Sage supplier is then mapped to Terminal as seen below
DM2 New Feature #2
Customer and/or Shipto for Gross/Net flag Over-Ride
In Customer Maintenance, in the Petrolink button there is a flag to force Gross or force Net
for the SX Distributions on the BOL transactions. This can also be done at the shipto level as
seen in the screens below.
DM2 New Features
ST New Features
• Dan Warren to present SMARTruck New Features
Follow-up questions?
E-mail DM2 at: [email protected]
2016 DM2 Connections User Conference
July 18 – 20, 2016