Is anyone using an online portal for their customers (Trade) to view their accounts, pay bills, etc.? Specifically, one that integrates with JDE? Please let me know as I am currently doing some research to propose this to our IT team.
Discussion
Q&A Forum Anyone here using an online portal?
Anyone here using an online portal?
Where am I?
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We use Pay Trace for the credit card payment portal; our bank handles the ACH transactions thru a company called Gulf Management. Our IT team developed the necessary programs to accommodate. Sorry, I can't help with the JDE portion.
We are about to launch a bolt-on product for this purpose. I think as you continue your research you will find that most of these products work via incoming and outgoing batch files - new invoices and customer master information files sent to the payment portal software from JDE, and an incoming batch file sent from the portal to JDE containing payments made in the software that will settle outstanding invoices. The point is most of these products will integrate with JDE via incoming and outgoing batch files, the question is which one has the best functionality for your customer needs.
If you are considering additional software in the future for collections, deductions, or cash applications you should keep this in mind when making a selection, if you choose a single provider some will offer an integrated solution as opposed to selecting multiple bolt-ons that do not talk to each other.
If I'm understanding the question correctly… Our operating system is JDE and we have a handful of customers who require us to utilize their chosen portals (e.g., Coupa, Ariba, Taulia, Tungsten). Some of these customers submit their POs via those portals which integrate into JDE via EDI.
Our order acknowledgments and shipping documents transmit electronically back into their portal, and invoices are usually entered manually into the portals. It's very time-consuming, so we had to hire a part-time contractor to do the invoice portal entries.
Due to the time and cost involved, we're only agreeing to additional portal use by our largest customers. The greatest negative I find with this process is when there's a quantity or price discrepancy because the portals rarely permit invoice submittal if it's not an exact match to the PO. Some customers set their portal up for complete autonomy so when there's a problem, you have no name/contact info to resolve it. Rosa or others are welcome to contact me directly if I can answer specific questions.