[ADD] purchase: EDI with SPS commerce

Author: Felicious

content/applications/inventory_and_mrp/purchase/advanced.rst

@@ -8,3 +8,4 @@ Advanced
    :titlesonly:
 
    advanced/analyze
+   advanced/sps

content/applications/inventory_and_mrp/purchase/advanced/sps.rst

@@ -0,0 +1,94 @@
+========================
+SPS commerce integration
+========================
+
+.. |EDI| replace:: :abbr:`EDI (Electronic Data Exchange)`
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+.. |SOs| replace:: :abbr:`SOs (Sales Orders)`
+
+Electronic data interchange (EDI) enables companies using different software systems to exchange
+information in a standardized, structured format.
+
+In Odoo, its |EDI| service provider, SPS Commerce, acts like a data translator that facilitates the
+exchange of sales orders (SOs) or purchase orders (POs) between Odoo and trading partners using
+other systems. This automation removes the need for manual data entry of products, quantities,
+prices, and other key information.
+
+To set up |EDI| in Odoo, the SPS Commerce module and FTP server must be installed by the
+:ref:`development team <purchase/advanced/edi-install>`.
+
+This is essential because Odoo and external software systems represent documents using different
+programming languages and data formats. As a result, the |EDI| mappings that define how data is
+shared with SPS Commerce must be configured individually.
+
+Document types in Odoo
+======================
+
+The documents available to be automatically transferred in Odoo are:
+
+- :ref:`850 inbound <purchase/advanced/850-inbound>`: external company sends |PO|, which is received
+  in Odoo database as a |SO|
+- :ref:`810 outbound <purchase/advanced/810-outbound>`: Send |SO| from Odoo database to become a
+  bill in external database
+
+.. _purchase/advanced/850-inbound:
+
+850 inbound
+-----------
+
+The `850 inbound <https://www.spscommerce.com/edi-document/edi-860-purchase-order-change/>`_ EDI
+transaction allows companies to automatically receive purchase orders from external software systems
+and populate them as |SOs| in Odoo, complete with the correct products, quantities, and prices.
+
+Odoo initiates this process by sending a daily request through SPS Commerce via the FTP server,
+querying for any new |PO| data from external companies. These external companies, integrated with
+SPS Commerce but not using Odoo, transmit their |PO| data via the FTP server. Once the data is
+available, SPS Commerce forwards it to the Odoo database, where it is processed into a fully
+populated |SO|.
+
+.. _purchase/advanced/810-outbound:
+
+810 outbound
+------------
+
+The `810 outbound <https://www.spscommerce.com/edi-document/edi-810-electronic-invoice>`_ |EDI|
+transaction allows companies to send invoices from Odoo to external systems. These external
+companies, through their own SPS Commerce integration, receive the documents as bills in their
+software, complete with the correct products, quantities, and the amount owed to the Odoo user.
+
+Odoo initiates this process through a daily automated action that collects new invoices and
+transmits them via the FTP server to the external company. The recipient's non-Odoo business
+software interprets the data as a bill.
+
+.. _purchase/advanced/edi-install:
+
+Development process
+===================
+
+To enable Odoo's |EDI| integration, the development team must install the FTP server and configure
+custom mappings for products and document types between Odoo and other business software systems.
+
+The `cost of setup <https://www.odoo.com/pricing-packs>`_ depends on the volume of products and
+external companies involved, with development hours billed upfront. The typical process includes:
+
+
+#. Scoping (approximately one week)
+
+   Odoo estimates development time and code requirements based on the Consolidated Design Matrix.
+
+#. Development (one week per document type)
+
+   A dedicated developer creates document connections, with a business analyst acting as liaison to
+   ensure alignment. between customer and developer.
+
+#. Testing (one month or more)
+
+   The EDI module is deployed to a staging environment, where the customer **must** test the
+   document exchanges with trading partners.
+
+4. Deployment (one day)
+
+   Deployment is scheduled for the end of a weekday to minimize disruption. Maintenance charges, if
+   applicable, will be added to the customer's subscription.
+