B2B distribution 9 projects
Orders outside EDI: emails, PDFs, portal exports, fax. Posted to the ERP the day they arrive.
Non-EDI POs extracted against the contract price list.
Inbound POs arriving by email, fax, and portal export are classified by customer, lines extracted to part-number, and posted into Epicor Prophet 21 against the contract pricing on the account. Branch counter staff stop keying the orders that show up overnight, and the credit memo desk stops cleaning up after price mismatches that should never have posted.
Contract pricing verified before the order posts.
Tiered contract pricing checked at line level on every order before it posts to Infor CSD. Mismatches held in a desk queue, never wait until a credit memo to surface.
Emailed POs posted to Prophet 21 the day they arrive.
Email-intake POs parsed line-by-line, contractors resolved against the customer master, and posted into Prophet 21 same business day with the source PDF attached.
Faxed PDFs extracted to order lines, ship-to resolved.
Low-resolution faxes and phone-screenshot PDFs read into clean order lines, ship-to resolved against the multi-branch customer master, posted into Infor SX.e.
Faxed POs routed to the right entity, posted into Infor SX.e.
Three operating entities sharing a single inbound fax queue. Documents classified to the right ERP company on intake, with under 1% misroute rate end to end.
Contract pricing verified on orders before they post.
Tiered customer price schedules checked at line level on every PO before the order posts. Mismatches caught upfront instead of surfacing as credit memos a week later.
Order confirmations sent back to customers inside business hours.
Confirmation generation moved off the desk and onto the pipeline. Each confirmation built against the live order, sent inside the business day with the source PO referenced.
Credit memos matched to the originating invoice and entity.
Inbound credit memos matched to the originating invoice and the right NetSuite entity before posting. A/R no longer rebuilds the link by hand at month-end.
AP coding trained on two years of ledger history.
Coding suggestions trained against the customer's actual ledger, not a generic GL template. New hires productive in week one instead of after a 60-day shadow period.
