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Copyrighted materialJohn Tullis
04/15/00 EDI
At the end of this presentation you will:
• Know the definition of EDI• Understand the history & development of EDI• Understand standards bodies & how standards are developed• Understand a basic EDI information flow• Understand EDI industry initiatives & groups
Copyrighted materialJohn Tullis
Electronic Data Interchange (EDI)
The idea behind EDI is to standardize the format of commonly used business documents (such as purchase orders or invoices) so that they can be sent in electronic form from one business computer application to another business computer application.
Copyrighted materialJohn Tullis
The Problem
PO
PO
U.S. Mail - 4 to 6 daysOvernight - costly
Telephone - error pronePaper, FAX, phone - re-
keying
Copyrighted materialJohn Tullis
EDI Solution
StandardizedFormat
RapidErrorless
No re-keyingLess Expensive
Copyrighted materialJohn Tullis
EDI Standards - Definition
Electronic Data Interchange (EDI) is the system to system exchange of unambiguous business information in a standard format.
Copyrighted materialJohn Tullis
EDI Standards - History
• 1960’s - Private company specific• Sears• Kmart
• 1970’s - Public industry specific• TDCC (transportation)• UCS (grocery)• WINS (warehouse)
• 1979 - American National Standards Institute (ANSI) chartered the Accredited Standards Committee (ASC X12) to develop uniform standards for electronic interchange of business transactions.
Copyrighted materialJohn Tullis
EDI Standards - History
• 1980’s - Cross industry implementation of EDI using ANSI ASC X12 standards.• 1990’s - International implementation of EDI using UN/EDIFACT
• 2000’s - Next generation of business messaging?• Web forms based EDI?• EDIINT - EDI using the internet for transport?• OO-EDI - international effort from CEFACT?• XML?
Copyrighted materialJohn Tullis
EDI Standards - X12 Development Process
ANSI ASC X12 (American National Standards Institute Accredited Standards Committee X12)• Voluntary organization • Meets 3 times per year - February, June, October• Develops standards in committees• Uses consensus process in standards development• There are currently 328 transaction sets (10/99)
Copyrighted materialJohn Tullis
EDI Standards - X12 Versions & Releases
• Standards (major releases)• Voted on by full ANSI membership (e.g. 2000, 3000, 4000…)• Rarely (if ever) implemented
• Draft Standards for Trial Use (sub-releases)• Voted on by full X12 membership (e.g. 2030, 3050, 4020…) • Are implemented• Issue three DTSU’s per year
Copyrighted materialJohn Tullis
Standards Bodies
ASC X12 develops, maintains, interprets, publishes and promotes the proper use of American National and UN/EDIFACT International Electronic Data Interchange Standards.
www.X12.org
The Data Interchange Standards Association (DISA) is a not-for-profit organization that supports the development and use of electronic data interchange standards in electronic commerce. DISA serves as the secretariat for ASC X12.
www.disa.org
Copyrighted materialJohn Tullis
Standards Bodies
As the international focal point for trade facilitation standards and recommendations, UN/ECE develops instruments to reduce and automate procedures and paperwork. The Centre for Facilitation of Procedures and Practices for Administration, Commerce and Transport (CEFACT) develops and maintains the only international standard for electronic data interchange (UN/EDIFACT). This standard is used to exchange structured information between computers and is critical to the implementation of management techniques such as "just-in-time" manufacturing.
www.unece.org/cefact
Copyrighted materialJohn Tullis
Standards Bodies
XML.ORG is a self-supporting community resource designed to provide a credible source of accurate, timely information about the application of XML in industrial and commercial settings. Hosted by OASIS, the world's leading independent organization for the standardization of XML applications in electronic commerce, XML.org serves as a reference for XML vocabularies, DTDs, schemas, and namespaces.
www.xml.org
Copyrighted materialJohn Tullis
EDI Procurement Process
PurchasingOrderEntry
Inventory Shipping
AccountsPayable
AccountsReceivable
Advanced Ship Notice (856)
RFQ Response (843)
Purchase Order (850)
Request for Quote (840)
Payment/Remittance (820)
Invoice (810)
Customer Supplier
Copyrighted materialJohn Tullis
EDI - Initiatives
JIT - Just in TimePioneered by the auto industry
ERS - Evaluated Receipts SettlementEliminates 810 - Invoice
VMI - Vendor Managed InventoryVendor is given shelf space & is expected to maximize their profitsPioneered by the retail industry
Copyrighted materialJohn Tullis
Industry Groups
Retail - VICSWarehouse - WINSGrocery - UCSPetroleum - PIDX - www.pidx.orgUtility - UIG - www.uig.org
Auto - AIAG - www.aiag.org
Chemical - CIDX - www.cidx.org
Banking - NACHA (www.nacha.org)
- BAI (www.bai.org)
Computers - COMPTIA - www.comptia.org
UCC - www.uc-council.org
www.ecomworld.com/html/weblinks/weblinks.htm
JUPUG - Joint UtilityPetroleum UsersGroup
Copyrighted materialJohn Tullis
Industry Groups
Health - HEDIC (www.hedic.org) AFEHCT(www.afehct.org) WEDI (www.wedi.org) HIPAA (aspe.os.dhhs.gov/admnsimp)
Insurance - ACCORD
Copyrighted materialJohn Tullis
Proprietary Standards
• Air Transport -Spec 2000 standard• Keyword, delimited file• Mappings to X12 and EDIFACT• www.ata.org
• Banking - ACH standard• Keyword, delimited file • CCD - Cash Concentration & Disbursement• CCD+ - CCD with one addenda record• CTX - Corporate Trade Exchange has 99,999 addenda• www.nacha.org• www. bai.org
•Banking - SWIFT
Copyrighted materialJohn Tullis
Electronic Data Interchange (EDI)
This section covered:
• The definition of EDI• The history & development of EDI• Standards bodies & how standards are developed• A basic EDI information flow• EDI industry initiatives & groups
Copyrighted materialJohn Tullis
Electronic Data Interchange (EDI)
At the end of this next section you will:
• Understand a general EDI architecture & its components • Learn basic EDI vocabulary
Copyrighted materialJohn Tullis
EDI Architecture
Since each application has its own internal format & standard, EDI standards were developed to define a common format for each business document.
Thus, a translator is needed to convert from internal formats to the standard format.
ApplicationSystem
EDITranslator
EDIStandards
Copyrighted materialJohn Tullis
EDI Architecture
ApplicationSystem
EDITranslator
CommunicationsInterface
EDIData
ApplData
ApplicationSystem
EDITranslator
CommunicationsInterface
ApplData
EDIData
ValueAdded
Network
Copyrighted materialJohn Tullis
EDI - Terms
• Trading Partner - The sending and/or receiving party involved in the exchange of EDI transmissions • Translator - converts files from one format to another• Communications Interface - takes a file, wraps it in a communications envelope, and sends it to a VAN or vice versa• Value Added Network (VAN) - provides store & forward mailboxing services
http://pages.prodigy.com/edibooks/edigloss.html
Copyrighted materialJohn Tullis
EDI Communications
Communications management becomes more complicated with each additional trading partner so VAN’s are used.
Company A Company B
Company A Company B
Company C Company D
Dial-up
Copyrighted materialJohn Tullis
ValueAdded
Network
Value Added Networks
Company A Company B
Company C Company D
The VAN takes care of the communication conversions between trading partners.
Copyrighted materialJohn Tullis
VAN Interconnections
VAN connections allow Companies A, B, and D to reach Company C on another VAN. Can’t interconnect through to a 3rd VAN.
ValueAdded
Network
Company A Company B
Company C Company D
ValueAdded
Network
Copyrighted materialJohn Tullis
EDI - Value Added Networks (VANs)
VAN (Value Added Network) allows the exchange of data between trading partners by providing mailbox (store & forward) services.• Provide routing services for each trading partner • Independent third party • Provide non-repudiation on message delivery• Security• 24 x 7 reliability• RedundancyAdded Services• Header conversions • EDI to fax conversion• Archiving• Re-transmissions• Carbon copies• Check for missing batches• Compliance checking for adherence to standards
Copyrighted materialJohn Tullis
VAN Pricing
In general, the sender pays to send a transmission and the receiver pays to receive a transmission. • Some VANs allow charges to be split between the trading partners. e.g. 100% to one, 75%-25%...
Each VAN has their own pricing scheme making comparison difficult. They also offer volume discounts. In general, pricing is based on some combination of:• Envelope charge• Number of segments within the envelope• Kilo-character charge
Rule of thumb - Each transaction is less than the cost of a stamp.
Copyrighted materialJohn Tullis
EDI Over the Internet
EDIINT - EDI Over the Internet - www.ediint.org
• Viewed as a cost saver• Companies need to carefully evaluate savings based on a risk assessment. For example:
• Adding & maintaining security• Providing backups • Providing retransmissions• Building non-repudiation into the process (ensure that “they got it”)• Monitoring & follow-up to ensure that transmissions are received• Reliability/redundancy
Copyrighted materialJohn Tullis
EDI Architecture
EDIData
ApplData
ApplicationSystem
EDITranslator
CommunicationsInterface
ValueAdded
Network
PurchasingOrder EntrySAPBAAN,etc.
IBM’s DataInterchangeGEIS’ Application IntegratorHarbinger (TI, Supply Tech, Premenos)Sterling’s GentranTSI’s Mercator
IBM’s Information ExchangeGEISSterling’s Connect Products
IBM’s AdvantisGEISSterlingKleinschmidt, AT&T, MCI, Sprint, etc.
EDI/TPManagement
EDIFECSForesight
Copyrighted materialJohn Tullis
EDI - Components
• Segment is a collection of related information called data elements• Data element is the smallest unit of information
N1*ST*Pete Painfree N/L
Segment
Element Delimiter Element Segment
Delimiter
Copyrighted materialJohn Tullis
EDI Structure
ISAGSST…transaction set (e.g. PO)SEST…transaction set (e.g. PO)SEGEGS…ST… PO Change…SEGEIEA
Interchan
ge Envelope
Fu
n ctional Group
Envelopes
Tran
sactions
Tran
s
Copyrighted materialJohn Tullis
EDI Structure
ISAGSST…transaction set (e.g. PO)SEST…transaction set (e.g. PO)SEGEGS…ST… PO Change…SEGEIEA
Interchan
ge Envelope
ISA Control Number
ISA Control Number &# of Functional Groups
Copyrighted materialJohn Tullis
EDI - Envelopes - ISA/IEA
Element Delimiter
Segment Delimiter
ISA*00* *12* 5555555555*12* 4444444444*991109*1008*U*00402*123456789*1*T*~ N/L
Sub-element Separator
ISA Receiver IDISA Sender ID
ISA Control #
IEA*1*123456789 N/L
Copyrighted materialJohn Tullis
EDI Structure
ISAGSST…transaction set (e.g. PO)SEST…transaction set (e.g. PO)SEGEGS…ST… PO Change…SEGEIEA
Fu
n ctional Group
Envelopes
Group Control Number
Group Control Number &# of Transaction Sets
Copyrighted materialJohn Tullis
EDI - Envelopes - GS/GE
GS*PO*5554443333*4443332222*19991109*0845*456789012*X*0004020 N/L
GS Receiver IDGS Sender ID
GS Control #
Group ID
StandardsVersion
GE*1*456789012 N/L
# TransSets
Copyrighted materialJohn Tullis
EDI Structure
ISAGSST…transaction set (e.g. PO)SEST…transaction set (e.g. PO)SEGEGS…ST… PO Change…SEGEIEA
Tran
sactions
Tran
sTransaction Set Control #
# of Segments &Transaction Set
Control #
Copyrighted materialJohn Tullis
EDI - Envelopes - ST/SE
ST*850*890123456 N/L
ST Control #
Transaction Set
SE*21*890123456 N/L
Segment Count
Copyrighted materialJohn Tullis
EDI Structure
ISAGSST…transaction set (e.g. PO)SEST…transaction set (e.g. PO)SEGEGS…ST… PO Change…SEGEIEA
Interchan
ge Envelope
Fu
n ctional Group
Envelopes
Tran
sactions
Tran
s
Copyrighted materialJohn Tullis
Electronic Data Interchange (EDI)
This section covered:
• General EDI architecture & components • A basic EDI vocabulary
Copyrighted materialJohn Tullis
EDI - Transaction Sets
• Transaction Set• Represents a business process such as purchase orders, invoices, transcripts... • Composed of Segments• Consists of header, detail, and summary areas
Copyrighted materialJohn Tullis
Invoice
Create an EDI Purchase Order (850) based on the following paper invoice.
Assignment!!!
Copyrighted materialJohn Tullis
H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 . 5 5 5 . 5 5 5 5 F a x 5 5 5 . 5 5 5 . 5 5 5 6
T h e f o l l o w i n g n u m b e r m u s t a p p e a r o n a l l r e l a t e dc o r r e s p o n d e n c e , s h i p p i n g p a p e r s , a n d i n v o i c e s :P . O . N U M B E R : 3 4 5 6 1
T o : S h i p T o :A l f r e d A b e l P e t e P a i n f r e eA c m e A s p i r i n C o m p a n y H & P W a r e h o u s e1 0 1 X M L P a r s e r T r a i l 5 4 1 0 S e c r e t P a s s a g eK a u a i , H a w a i i 9 9 2 9 3 P l a n o , T X 7 5 2 9 9
P . O . D A T E R E Q U I S I T I O N E R S H I P V I A F . O . B . P O I N T T E R M S
N o v e m b e r 9 , 1 9 9 9 H e i d i H a p p y U S P S N / A N / A
aQ T Y U N I T D E S C R I P T I O N U N I T P R I C E T O T A L
5 1 2 E a c h 1 0 1 0 1 0 0 - R e g u l a r S t r e n g t h A s p i r i n 1 . 0 0 $ 5 1 2 . 0 0
4 5 C a s e 1 0 1 0 1 1 0 – E x t r a S t r e n g t h A s p i r i n 5 0 . 0 0 $ 2 , 2 5 0 . 0 0
S U B T O T A L $ 2 , 7 6 2 . 0 0
S A L E S T A X 0 . 0 0
S H I P P I N G & H A N D L I N G $ 2 5 . 0 0
O T H E R
T O T A L $ 2 , 7 8 7 . 0 0
1 . P l e a s e s e n d t w o c o p i e s o f y o u r i n v o i c e .
2 . E n t e r t h i s o r d e r i n a c c o r d a n c e w i t h t h e p r i c e s , t e r m s , d e l i v e r y m e t h o d ,a n d s p e c i f i c a t i o n s l i s t e d a b o v e .
3 . P l e a s e n o t i f y u s i m m e d i a t e l y i f y o u a r e u n a b l e t o s h i p a s s p e c i f i e d .
4 . S e n d a l l c o r r e s p o n d e n c e t o :H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 - 5 5 5 - 5 5 5 5 ; F a x 5 5 5 - 5 5 5 - 5 5 5 6
H e i d i H a p p y N o v e m b e r 9 , 1 9 9 9A u t h o r i z e d b y D a t e
Purchase Order
Copyrighted materialJohn Tullis
H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 . 5 5 5 . 5 5 5 5 F a x 5 5 5 . 5 5 5 . 5 5 5 6
T h e f o l l o w i n g n u m b e r m u s t a p p e a r o n a l l r e l a t e dc o r r e s p o n d e n c e , s h i p p i n g p a p e r s , a n d i n v o i c e s :P . O . N U M B E R : 3 4 5 6 1
T o : S h i p T o :A l f r e d A b e l P e t e P a i n f r e eA c m e A s p i r i n C o m p a n y H & P W a r e h o u s e1 0 1 X M L P a r s e r T r a i l 5 4 1 0 S e c r e t P a s s a g eK a u a i , H a w a i i 9 9 2 9 3 P l a n o , T X 7 5 2 9 9
P . O . D A T E R E Q U I S I T I O N E R S H I P V I A F . O . B . P O I N T T E R M S
N o v e m b e r 9 , 1 9 9 9 H e i d i H a p p y U S P S N / A N / A
aQ T Y U N I T D E S C R I P T I O N U N I T P R I C E T O T A L
5 1 2 E a c h 1 0 1 0 1 0 0 - R e g u l a r S t r e n g t h A s p i r i n 1 . 0 0 $ 5 1 2 . 0 0
4 5 C a s e 1 0 1 0 1 1 0 – E x t r a S t r e n g t h A s p i r i n 5 0 . 0 0 $ 2 , 2 5 0 . 0 0
S U B T O T A L $ 2 , 7 6 2 . 0 0
S A L E S T A X 0 . 0 0
S H I P P I N G & H A N D L I N G $ 2 5 . 0 0
O T H E R
T O T A L $ 2 , 7 8 7 . 0 0
1 . P l e a s e s e n d t w o c o p i e s o f y o u r i n v o i c e .
2 . E n t e r t h i s o r d e r i n a c c o r d a n c e w i t h t h e p r i c e s , t e r m s , d e l i v e r y m e t h o d ,a n d s p e c i f i c a t i o n s l i s t e d a b o v e .
3 . P l e a s e n o t i f y u s i m m e d i a t e l y i f y o u a r e u n a b l e t o s h i p a s s p e c i f i e d .
4 . S e n d a l l c o r r e s p o n d e n c e t o :H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 - 5 5 5 - 5 5 5 5 ; F a x 5 5 5 - 5 5 5 - 5 5 5 6
H e i d i H a p p y N o v e m b e r 9 , 1 9 9 9A u t h o r i z e d b y D a t e
BEG*00*NE*34561**19991109**RD*IEL N/L
Purchase Order
Copyrighted materialJohn Tullis
H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 . 5 5 5 . 5 5 5 5 F a x 5 5 5 . 5 5 5 . 5 5 5 6
T h e f o l l o w i n g n u m b e r m u s t a p p e a r o n a l l r e l a t e dc o r r e s p o n d e n c e , s h i p p i n g p a p e r s , a n d i n v o i c e s :P . O . N U M B E R : 3 4 5 6 1
T o : S h i p T o :A l f r e d A b e l P e t e P a i n f r e eA c m e A s p i r i n C o m p a n y H & P W a r e h o u s e1 0 1 X M L P a r s e r T r a i l 5 4 1 0 S e c r e t P a s s a g eK a u a i , H a w a i i 9 9 2 9 3 P l a n o , T X 7 5 2 9 9
P . O . D A T E R E Q U I S I T I O N E R S H I P V I A F . O . B . P O I N T T E R M S
N o v e m b e r 9 , 1 9 9 9 H e i d i H a p p y U S P S N / A N / A
aQ T Y U N I T D E S C R I P T I O N U N I T P R I C E T O T A L
5 1 2 E a c h 1 0 1 0 1 0 0 - R e g u l a r S t r e n g t h A s p i r i n 1 . 0 0 $ 5 1 2 . 0 0
4 5 C a s e 1 0 1 0 1 1 0 – E x t r a S t r e n g t h A s p i r i n 5 0 . 0 0 $ 2 , 2 5 0 . 0 0
S U B T O T A L $ 2 , 7 6 2 . 0 0
S A L E S T A X 0 . 0 0
S H I P P I N G & H A N D L I N G $ 2 5 . 0 0
O T H E R
T O T A L $ 2 , 7 8 7 . 0 0
1 . P l e a s e s e n d t w o c o p i e s o f y o u r i n v o i c e .
2 . E n t e r t h i s o r d e r i n a c c o r d a n c e w i t h t h e p r i c e s , t e r m s , d e l i v e r y m e t h o d ,a n d s p e c i f i c a t i o n s l i s t e d a b o v e .
3 . P l e a s e n o t i f y u s i m m e d i a t e l y i f y o u a r e u n a b l e t o s h i p a s s p e c i f i e d .
4 . S e n d a l l c o r r e s p o n d e n c e t o :H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 - 5 5 5 - 5 5 5 5 ; F a x 5 5 5 - 5 5 5 - 5 5 5 6
H e i d i H a p p y N o v e m b e r 9 , 1 9 9 9A u t h o r i z e d b y D a t e
N1*BY*H&P Emporium N/L
N3*2000 Translator Drive N/L
N4*Dallas*TX*75201 N/L
PER*AE*Heidi Happy*TE*5555555555 N/L
BEG*00*NE*34561**19991109**RD*IEL N/L
Purchase Order
Copyrighted materialJohn Tullis
H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 . 5 5 5 . 5 5 5 5 F a x 5 5 5 . 5 5 5 . 5 5 5 6
T h e f o l l o w i n g n u m b e r m u s t a p p e a r o n a l l r e l a t e dc o r r e s p o n d e n c e , s h i p p i n g p a p e r s , a n d i n v o i c e s :P . O . N U M B E R : 3 4 5 6 1
T o : S h i p T o :A l f r e d A b e l P e t e P a i n f r e eA c m e A s p i r i n C o m p a n y H & P W a r e h o u s e1 0 1 X M L P a r s e r T r a i l 5 4 1 0 S e c r e t P a s s a g eK a u a i , H a w a i i 9 9 2 9 3 P l a n o , T X 7 5 2 9 9
P . O . D A T E R E Q U I S I T I O N E R S H I P V I A F . O . B . P O I N T T E R M S
N o v e m b e r 9 , 1 9 9 9 H e i d i H a p p y U S P S N / A N / A
aQ T Y U N I T D E S C R I P T I O N U N I T P R I C E T O T A L
5 1 2 E a c h 1 0 1 0 1 0 0 - R e g u l a r S t r e n g t h A s p i r i n 1 . 0 0 $ 5 1 2 . 0 0
4 5 C a s e 1 0 1 0 1 1 0 – E x t r a S t r e n g t h A s p i r i n 5 0 . 0 0 $ 2 , 2 5 0 . 0 0
S U B T O T A L $ 2 , 7 6 2 . 0 0
S A L E S T A X 0 . 0 0
S H I P P I N G & H A N D L I N G $ 2 5 . 0 0
O T H E R
T O T A L $ 2 , 7 8 7 . 0 0
1 . P l e a s e s e n d t w o c o p i e s o f y o u r i n v o i c e .
2 . E n t e r t h i s o r d e r i n a c c o r d a n c e w i t h t h e p r i c e s , t e r m s , d e l i v e r y m e t h o d ,a n d s p e c i f i c a t i o n s l i s t e d a b o v e .
3 . P l e a s e n o t i f y u s i m m e d i a t e l y i f y o u a r e u n a b l e t o s h i p a s s p e c i f i e d .
4 . S e n d a l l c o r r e s p o n d e n c e t o :H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 - 5 5 5 - 5 5 5 5 ; F a x 5 5 5 - 5 5 5 - 5 5 5 6
H e i d i H a p p y N o v e m b e r 9 , 1 9 9 9A u t h o r i z e d b y D a t e
N1*ST*Pete Painfree N/L
N2*H&P Warehouse N/L
N3*5410 Secret Passage N/L
N4*Plano*TX*75299 N/L
N1*BY*H&P Emporium N/L
N3*2000 Translator Drive N/L
N4*Dallas*TX*75201 N/L
PER*AE*Heidi Happy*TE*5555555555 N/L
BEG*00*NE*34561**19991109**RD*IEL N/L
Copyrighted materialJohn Tullis
H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 . 5 5 5 . 5 5 5 5 F a x 5 5 5 . 5 5 5 . 5 5 5 6
T h e f o l l o w i n g n u m b e r m u s t a p p e a r o n a l l r e l a t e dc o r r e s p o n d e n c e , s h i p p i n g p a p e r s , a n d i n v o i c e s :P . O . N U M B E R : 3 4 5 6 1
T o : S h i p T o :A l f r e d A b e l P e t e P a i n f r e eA c m e A s p i r i n C o m p a n y H & P W a r e h o u s e1 0 1 X M L P a r s e r T r a i l 5 4 1 0 S e c r e t P a s s a g eK a u a i , H a w a i i 9 9 2 9 3 P l a n o , T X 7 5 2 9 9
P . O . D A T E R E Q U I S I T I O N E R S H I P V I A F . O . B . P O I N T T E R M S
N o v e m b e r 9 , 1 9 9 9 H e i d i H a p p y U S P S N / A N / A
aQ T Y U N I T D E S C R I P T I O N U N I T P R I C E T O T A L
5 1 2 E a c h 1 0 1 0 1 0 0 - R e g u l a r S t r e n g t h A s p i r i n 1 . 0 0 $ 5 1 2 . 0 0
4 5 C a s e 1 0 1 0 1 1 0 – E x t r a S t r e n g t h A s p i r i n 5 0 . 0 0 $ 2 , 2 5 0 . 0 0
S U B T O T A L $ 2 , 7 6 2 . 0 0
S A L E S T A X 0 . 0 0
S H I P P I N G & H A N D L I N G $ 2 5 . 0 0
O T H E R
T O T A L $ 2 , 7 8 7 . 0 0
1 . P l e a s e s e n d t w o c o p i e s o f y o u r i n v o i c e .
2 . E n t e r t h i s o r d e r i n a c c o r d a n c e w i t h t h e p r i c e s , t e r m s , d e l i v e r y m e t h o d ,a n d s p e c i f i c a t i o n s l i s t e d a b o v e .
3 . P l e a s e n o t i f y u s i m m e d i a t e l y i f y o u a r e u n a b l e t o s h i p a s s p e c i f i e d .
4 . S e n d a l l c o r r e s p o n d e n c e t o :H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 - 5 5 5 - 5 5 5 5 ; F a x 5 5 5 - 5 5 5 - 5 5 5 6
H e i d i H a p p y N o v e m b e r 9 , 1 9 9 9A u t h o r i z e d b y D a t e
N1*ST*Pete Painfree N/L
N2*H&P Warehouse N/L
N3*5410 Secret Passage N/L
N4*Plano*TX*75299 N/L
PO1*001*512*EA*1.00**VP*1010100 N/L
PID*F*Regular Strength Aspirin N/L
PO1*002*45*CA*50.00**VP*1010110 N/L
PID * F*Extra Strength Aspirin N/L
N1*BY*H&P Emporium N/L
N3*2000 Translator Drive N/L
N4*Dallas*TX*75201 N/L
PER*AE*Heidi Happy*TE*5555555555 N/L
BEG*00*NE*34561**19991109**RD*IEL N/L
Copyrighted materialJohn Tullis
H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 . 5 5 5 . 5 5 5 5 F a x 5 5 5 . 5 5 5 . 5 5 5 6
T h e f o l l o w i n g n u m b e r m u s t a p p e a r o n a l l r e l a t e dc o r r e s p o n d e n c e , s h i p p i n g p a p e r s , a n d i n v o i c e s :P . O . N U M B E R : 3 4 5 6 1
T o : S h i p T o :A l f r e d A b e l P e t e P a i n f r e eA c m e A s p i r i n C o m p a n y H & P W a r e h o u s e1 0 1 X M L P a r s e r T r a i l 5 4 1 0 S e c r e t P a s s a g eK a u a i , H a w a i i 9 9 2 9 3 P l a n o , T X 7 5 2 9 9
P . O . D A T E R E Q U I S I T I O N E R S H I P V I A F . O . B . P O I N T T E R M S
N o v e m b e r 9 , 1 9 9 9 H e i d i H a p p y U S P S N / A N / A
aQ T Y U N I T D E S C R I P T I O N U N I T P R I C E T O T A L
5 1 2 E a c h 1 0 1 0 1 0 0 - R e g u l a r S t r e n g t h A s p i r i n 1 . 0 0 $ 5 1 2 . 0 0
4 5 C a s e 1 0 1 0 1 1 0 – E x t r a S t r e n g t h A s p i r i n 5 0 . 0 0 $ 2 , 2 5 0 . 0 0
S U B T O T A L $ 2 , 7 6 2 . 0 0
S A L E S T A X 0 . 0 0
S H I P P I N G & H A N D L I N G $ 2 5 . 0 0
O T H E R
T O T A L $ 2 , 7 8 7 . 0 0
1 . P l e a s e s e n d t w o c o p i e s o f y o u r i n v o i c e .
2 . E n t e r t h i s o r d e r i n a c c o r d a n c e w i t h t h e p r i c e s , t e r m s , d e l i v e r y m e t h o d ,a n d s p e c i f i c a t i o n s l i s t e d a b o v e .
3 . P l e a s e n o t i f y u s i m m e d i a t e l y i f y o u a r e u n a b l e t o s h i p a s s p e c i f i e d .
4 . S e n d a l l c o r r e s p o n d e n c e t o :H & P E m p o r i u m2 0 0 0 T r a n s l a t o r D r i v eD a l l a s , T X 7 5 2 0 15 5 5 - 5 5 5 - 5 5 5 5 ; F a x 5 5 5 - 5 5 5 - 5 5 5 6
H e i d i H a p p y N o v e m b e r 9 , 1 9 9 9A u t h o r i z e d b y D a t e
N1*ST*Pete Painfree N/L
N2*H&P Warehouse N/L
N3*5410 Secret Passage N/L
N4*Plano*TX*75299 N/L
PO1*001*512*EA*1.00**VP*1010100 N/L
PID*F*Regular Strength Aspirin N/L
PO1*002*45*CA*50.00**VP*1010110 N/L
PID * F*Extra Strength Aspirin N/L
CTT*2*2787.00 N/L
AMT*TZ*25.00 N/L
AMT*5*2787.00 N/L
N1*BY*H&P Emporium N/L
N3*2000 Translator Drive N/L
N4*Dallas*TX*75201 N/L
PER*AE*Heidi Happy*TE*5555555555 N/L
BEG*00*NE*34561**19991109**RD*IEL N/L
Copyrighted materialJohn Tullis
EDI - Purchase Order (850)
ISA*00* *12* 5555555555*12* 4444444444*991109*1008*U*00402*123456789*1*T*~ N/LGS*PO*5554443333*4443332222*19991109*0845*456789012*X*0004020 N/LST*850*890123456 N/LBEG*00*NE*34561**19991109**RD*IEL N/LN1*SE*Alfred Able N/LN2*Acme Aspirin Company N/LN3*101 XML Parser Trail N/LN4*Kauai*HI*99293 N/LN1*BY*H&P Emporium N/LN3*2000 Translator Drive N/LN4*Dallas*TX*75201 N/LPER*AE*Heidi Happy*TE*5555555555 N/LN1*Pete Painfree N/LN2*H&P Warehouse N/LN3*5410 Secret Passage N/LN4*Plano*TX*75299 N/LPO1*001*512*EA*1.00**VP*1010100 N/LPID*F*Regular Strength Aspirin N/LPO1*002*45*CA*50.00**VP*1010110 N/LPID*F*Extra Strength Aspirin N/LCTT*2 N/LAMT*TZ*25.00 N/LAMT*5*2787.00 N/LSE*21*890123456 N/LGE*1*456789012 N/LIEA*1*123456789 N/L
Copyrighted materialJohn Tullis
Invoice
Create an EDI Invoice (810) based on the following paper invoice.
Assignment!!!
Copyrighted materialJohn Tullis
A c m e A s p i r i n C o m p a n y1 0 1 1 X M L P a r s e r T r a i lK a u a i , H a w a i i , 1 0 1 0 14 4 4 - 4 4 4 - 4 4 4 4 F a x 4 4 4 - 4 4 4 - 4 4 4 5
I N V O I C E N O : 1 4 3 6 7 8 9 9D A T E : N o v e m b e r 1 5 , 1 9 9 9
T o : S h i p T o :H e i d i H a p p y P e t e P a i n f r e eH & P E m p o r i u m H & P W a r e h o u s e2 0 0 0 T r a n s l a t o r D r i v e 5 4 1 0 S e c r e t P a s s a g eD a l l a s , T X 7 5 2 0 1 P l a n o , T X 7 5 2 9 9
S A L E S P E R S O N P . O . N U M B E R D A T E S H I P P E D S H I P P E D V I A F . O . B . P O I N T T E R M S
A l f r e d A b e l 3 4 5 6 1 N o v 1 0 , 1 9 9 9 U S P S N / A N / A
Q U A N T I T Y D E S C R I P T I O N U N I T P R I C E A M O U N T
5 1 2 1 0 1 0 1 0 0 – R e g u l a r S t r e n g t h A s p i r i n 1 . 0 0 $ 5 1 2 . 0 0
4 5 1 0 1 0 1 1 0 – E x t r a S t r e n g t h A s p i r i n 5 0 . 0 0 $ 2 , 2 5 0 . 0 0
S U B T O T A L $ 2 , 7 6 2 . 0 0
S A L E S T A X 0 . 0 0
S H I P P I N G & H A N D L I N G 2 5 . 0 0
T O T A L D U E $ 2 , 7 8 7 . 0 0
M a k e a l l c h e c k s p a y a b l e t o : A c m e A s p i r i n C o m p a n yI f y o u h a v e a n y q u e s t i o n s c o n c e r n i n g t h i s i n v o i c e , c a l l : A l f r e d A b e l @ 4 4 4 - 4 4 4 - 4 4 4 4
T H A N K Y O U F O R Y O U R B U S I N E S S !
Copyrighted materialJohn Tullis
ISA*GS*ST*BIG*N1*N2*N3*N4*N1*N3*N4*PER*N1*N2*N3*N4*
IT1*PID*PO1*PID*TDS*TXI*AMT*CTT*SE*GE*IEA*
Invoice
Copyrighted materialJohn Tullis
A c m e A s p i r i n C o m p a n y1 0 1 1 X M L P a r s e r T r a i lK a u a i , H a w a i i , 1 0 1 0 14 4 4 - 4 4 4 - 4 4 4 4 F a x 4 4 4 - 4 4 4 - 4 4 4 5
I N V O I C E N O : 1 4 3 6 7 8 9 9D A T E : N o v e m b e r 1 5 , 1 9 9 9
T o : S h i p T o :H e i d i H a p p y P e t e P a i n f r e eH & P E m p o r i u m H & P W a r e h o u s e2 0 0 0 T r a n s l a t o r D r i v e 5 4 1 0 S e c r e t P a s s a g eD a l l a s , T X 7 5 2 0 1 P l a n o , T X 7 5 2 9 9
S A L E S P E R S O N P . O . N U M B E R D A T E S H I P P E D S H I P P E D V I A F . O . B . P O I N T T E R M S
A l f r e d A b e l 3 4 5 6 1 N o v 1 0 , 1 9 9 9 U S P S N / A N / A
Q U A N T I T Y D E S C R I P T I O N U N I T P R I C E A M O U N T
5 1 2 1 0 1 0 1 0 0 – R e g u l a r S t r e n g t h A s p i r i n 1 . 0 0 $ 5 1 2 . 0 0
4 5 1 0 1 0 1 1 0 – E x t r a S t r e n g t h A s p i r i n 5 0 . 0 0 $ 2 , 2 5 0 . 0 0
S U B T O T A L $ 2 , 7 6 2 . 0 0
S A L E S T A X 0 . 0 0
S H I P P I N G & H A N D L I N G 2 5 . 0 0
T O T A L D U E $ 2 , 7 8 7 . 0 0
M a k e a l l c h e c k s p a y a b l e t o : A c m e A s p i r i n C o m p a n yI f y o u h a v e a n y q u e s t i o n s c o n c e r n i n g t h i s i n v o i c e , c a l l : A l f r e d A b e l @ 4 4 4 - 4 4 4 - 4 4 4 4
T H A N K Y O U F O R Y O U R B U S I N E S S !
N1*SE*Acme Aspirin Company N/L
N3*101 XML Parser Trail N/L
N4*Kauai*HI*99293 N/L
BIG*19991115*14367899*19991109*34561 N/L
N1*ST*Pete Painfree N/L
N2*H&P Warehouse N/L
N3*5410 Secret Passage N/L
N4*Plano*TX*75299 N/L
IT1*2*45*CA*50.00**VP*1010110 N/L
PID*F****Extra Strength Aspirin N/L
IT1*1*512*EA*1.00**VP*1010100 N/L
PID*F****Regular Strength Aspirin N/L
TDS*2767.00 N/L
AMT*TZ*25.00 N/L
CTT*2 N/L
Copyrighted materialJohn Tullis
ISA*00* *00*12*4444444444*12*5555555555*991115*2345*U*00400*678901234 N/LGS*IN*4443332222*5554443333*19991115*2330*901234567*X*004010 N/LST*810*712345678 N/LBIG*19991115*14367899*19991109*34561*00 N/LN1*ST*Pete Painfree N/LN2*H&P Warehouse N/LN3*5410 Secret Passage N/LN4*Plano*TX*75299 N/LN1*SE*Acme Aspirin Company N/LN3*101 XML Parser Trail N/LN4*Kauai*HI*99293 N/LN1*BY*H&P Emporium N/LN3*2000 Translator Drive N/LN4*Dallas*TX*75201 N/LPER*AE*Heidi Happy*TE*5555555555 N/LIT1*2*45*CA*50.00**VP*1010110 N/LPID*F****Extra Strength Aspirin N/LIT1*1*512*EA*1.00**VP*1010100 N/LPID*F****Regular Strength Aspirin N/LTDS*2767.00 N/LAMT*TZ*25.00 N/LCTT*2 N/LSE*21*712345678 N/LGE*1*901234567 N/LIEA*1*678901234 N/L
Invoice
Copyrighted materialJohn Tullis
Remember -
Electronic Data Interchange (EDI) is the system to system exchange of unambiguous business information in a standard format.
What has happened recently where data wasmisinterpreted?
EDI - Unambiguous Information
Copyrighted materialJohn Tullis
EDI - Unambiguous Information
•Data was exchanged in proprietary file formats.
•One group sent data in English measures & the other used metric measures.
NASA’s Mars Climate Orbiter Believed To Be
LostSeptember 23, 1999
NASA/JPL/Caltech
Copyrighted materialJohn Tullis
EDI - Legal Issues
Trading Partner Agreement (TPA) - defines the terms and conditions for exchanging business documents electronically
• Generally based on the model trading partner agreement from the American Bar Association (www.abanet.org)
• Sometimes part of a larger business agreement
• Contains documents for exchange, timing of exchanges, networks used
• Not required by some trading partners
Copyrighted materialJohn Tullis
EDI - Audit & Control
Functional Acknowledgment (997) is the EDI equivalent to the post office’s “return receipt requested” form.
• Should be a required response to all transaction sets• Automatically generated by the translator• “Good” 997 indicates that the transaction is syntactically correct, nothing more • Provides proof-of-delivery (non-repudiation)• Must be tracked. Follow up missing 997’s with trading partner
Non-repudiation
• Functional acknowledgment (997)• Application acknowledgment (824, 855)• VAN reports• Mailbag/TA3 (for interconnects)
Copyrighted materialJohn Tullis
EDI - Trading Partner Management
Trading Partner Information• Must keep contact name (both business & technical) for all transaction sets• Need to keep a call tracking history• Need to keep track of trading partner change requests
Version control/migration• Some industries use the convention that only the current and 2 prior versions are maintained• Takes about 18 months for a Hub to migrate off a version• Suppliers versions are dictated by their customer’s capabilities
Implementation guides• Most industries have created an implementation guide to define what segments and qualifiers are acceptable. This provides a normalization of the data.
Copyrighted materialJohn Tullis
EDI - Security
• Most EDI sent through a VAN is not additionally secured.• The subject matter expert determines the need for security.• X12 supports both encryption & authentication• Security segments are inserted between the ISA/IEA and GS/GE envelopes.• Financial transactions are secured by encryption. This is generally dictated by the bank.
Copyrighted materialJohn Tullis
EDI Structure
ISAGSST…transaction set (e.g. PO)SEST…transaction set (e.g. PO)SEGEGS…ST… PO Change…SEGEIEA
Interchan
ge Envelope
Fu
n ctional Group
Envelopes
Tran
sactions
Tran
s
Security Segments
Security Segments
Copyrighted materialJohn Tullis
Barriers to EDI Implementations
• Too difficult to implement
• Too expensive, especially for the small to medium enterprise (SME)
• Cost of translator & network• Lack of programming expertise• Applications aren’t integrated
• Takes too long to make changes to the standards
• Standards have become too generic and require industry implementation guides
• Business rules are not retained with the standard
Copyrighted materialJohn Tullis
XML-EDI Takes the existing ASC X12 EDI standards and develops XML DTD’s Naming guidelines, etc have been developed
What’s Next? - XML
Copyrighted materialJohn Tullis
EDI - XML Initiatives
X12 Communications & Control Committee has published a tutorial detailing how to render an X12 document into XML.
ASC X12 syntax:N4*Dallas*TX*75201 N/L
Corresponding XML syntax:<N4_GeographicInfo>
<City>Dallas</City><StateOrProvince>TX</StateOrProvince><PostalCode>75201</PostalCode>
</N4_GeographicInfo>
Copyrighted materialJohn Tullis
EDI - XML Initiatives
UN/CEFACT• Announced on 09/20/99 a joint work effort with OASIS to develop a technical framework to enable XML to be used in a consistent manner for exchanging all electronic business data.• 18 month project• Results to be posted to XML.org and uncefact.org• Co-chaired by Klaus-Dieter Naujok/Harbinger & Bob Sutor/IBM
www.unece.org select XML Initiative
Copyrighted materialJohn Tullis
EDI & XML
EDI ain’t broke….it isn’t dead….it isn’t going away in the near term….
Corporations have large investments in EDI and EDI serves the 20% of the trading partners that comprise 80% of the business.
It’s the other 80% of the trading partners - the small to medium enterprises - where XML has potential. Thus, XML opportunities will be found masking as EDI problems/opportunities.