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Comparatio EDI Maintenance vs Professional Services

Definitions

Installation: Refers to the installation of the EDI system itself, e.g. the server installation and configuration.

Trading Partner: Any entity that Comparatio’s customers are exchanging transactions with. These entities may be Comparatio’s customers, vendors, vending machines, eCommerce system and others.

Trading Partner Setup (aka Setup): Refers to the setup and configuration of trading partners.

Company: Synonymous for Comparatio customer.

Monitoratio: Comparatio’s internal system – and server monitoring tool.

Comparatio EDI Portal: Comparatio’s online EDI Portal where customers can view their EDI traffic, access historical transactions and monitor or resend transactions.

Maintenance – Included in Monthly/Annual Fee

    1. Activation of Comparatio’s EDI software
    2. General usage of Comparatio’s EDI software
    3. Setting up ERP connection if connectors exist (e.g. P21) – see under Professional Services if connectors do not exist yet
    4. Responding to support requests
      1. Access to the EDI Support: 6:00 am – 9:00 pm ET, Monday-Friday
      2. Assistance on product questions, functionality or process questions
      3. Troubleshooting issues
      4. Identify and escalate system issues to Comparatio R&D as necessary
    5. Gathering Trading Partner connectivity and data format information
    6. Setting up new trading partner connections (e.g. SFTP, AS2, VAN)
      1. Access to boarding request forms for Trading Partner Setup
      2. Testing during Trading Partner Setup
      3. Configuration changes for Trading Partner Setups
      4. Promotion of Trading Partners in test mode to Production
      5. Access to existing trading partner mapping templates
      6. Access to existing eCommerce integrations
      7. Access to existing APIs
    7. Updating trading partner connections
      1. AS2 certificate updates/changes
      2. FTP/SFTP password changes
      3. URL and HTTPS certificate updates and installation
    8. Enabling/disabling trading partners
    9. Cloning existing trading partners
    10. Bug fixes, including all corresponding code changes
    11. System monitoring for errors, issues and warnings via Monitoratio
    12. System monitoring for absence of messages (e.g. Alive signals or acknowledgments)
    13. EDI reporting, e.g. PO reports, order reports, inventory discrepancy reports
    14. Proactive system maintenance, e.g. applying system updates
    15. Proactive system performance improvements, e.g. enabling multi-threading
    16. Proactive system scalability improvements
    17. Proactive system availability check-ups and restarts as needed
    18. Automated error checking and corrections in inbound transactions
    19. Separation between Live and Test
    20. Deployment of updates
    21. Access to Comparatio EDI Portal:
      1. EDI transaction overview
      2. EDI transaction full text search, filtering and sorting
      3. Statistics and reporting
      4. EDI transaction resending
      5. EDI transaction content & details
      6. Access to transaction-related emails
    22. Inventory report downloads
    23. Continuous processing of inbound and outbound transactions
    24. Continuous pickup of transactions from remote servers
    25. Scaling seamlessly with changing transaction volume
    26. Communicating bottlenecks to scale the system accordingly
    27. Automated detection of inbound data formats
    28. Automated resending of failed transactions within certain parameters
    29. Automated resending of failed emails within certain parameters
    30. Automated, daily system backups
    31. Setting up Comparatio EDI Portal users

Professional Services – Billable Events

    1. Comparatio EDI System installation
    2. Mapping
      1. Analyzing mapping specs
      2. Map setups and implementation for Trading Partners
      3. Implementing maps according to specs; utilizing existing templates where applicable
      4. Implement mapping logic and corresponding business logic (e.g. order routing, unit of measure translations, transaction consolidation or de-consolidation)
      5. Update maps and business logic when trading partner’s maps or requirements change
    3. New API implementations
    4. On-site consulting
    5. Remote business consulting. e.g.
      1. “How do I restore my test ERP system settings and configuration so it will work for EDI testing?”
      2. “Why are live transactions going into my test ERP system after a restore from live?”
      3. “How can I see the error my ERP system created during the order creation?”
      4. EDI-related questions concerning the inner-workings of the ERP
      5. Custom queries
      6. Custom reports
      7. Custom imports or exports outside the ERP
    6. Training
      1. Training on Comparatio’s EDI applications
      2. Technical training of EDI documents
      3. Technical training of ERP imports or exports
    7. Custom modifications that benefit only your company
    8. Custom modifications to circumvent ERP system limitations
    9. Custom modifications to implement custom processes that deviate from standard processing
    10. Comparatio EDI system re-installation and server assistance
    11. VPN changes
    12. Project conference calls
    13. Technical system setup or guidance outside of system installation, e.g.
      1. Server OS configuration or firewall setup
      2. Hardware related items
      3. EDI database restoration due to OS or hardware related issues
    14. Technical research and fix resulting from “self-inflicted” items, e.g.
      1. Outbound documents not going out or going out wrong due to manual changes made to the inbound EDI document or EDI document import process into the customer’s ERP system
      2. Modified firewall rules without prior notification
      3. Network or public IP changes without prior notification
    15. Customer error from database manipulation with resulting research and fix needed by Comparatio
    16. Assistance in recovering from a procedural error or hack
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