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ION Based EDI Business to Business Communications for XA

EDI Trading Partners

XML Trading Partners

File Trading Partners

Trading Partner

Your Enterprise

Electronic Commerce Overview

I want to do electronic business

with you

Your customer wants to order goods from you electronically. If low volume, offer them a customer portal. If higher volume, or they want their “system” to order direct from your “system”, then you need electronic data interchange (EDI)

Trading Partner

Your Enterprise

Electronic Commerce Overview

I want to do electronic business

with you

Your customer wants to order goods from you electronically. If low volume, offer them a customer portal. If higher volume, or they want their “system” to order direct from your “system”, then you need electronic data interchange (EDI)

System to System, please.

Trading Partner

Your Enterprise

What is EDI?

• EDI replaces postal mail, fax and email. • Email is also an electronic approach, however the documents

exchanged via email must still be handled by people rather than computers.

• Having people involved slows down the processing of the documents and also introduces errors.

Enter PO Request

Print PO

Mail PO

Fax or eMail

Deliver PO Queue PO’s

Inbox Receive PO Enter PO

Trading Partner

Your Enterprise

What is EDI?

Electronic Data Interchange (EDI) is the computer-to-computer exchange of business documents in a standard electronic format between business partners.

6

Traditional EDI

EDI is a Language and a Process

• Your systems data must be converted to a standard format.

• There are several EDI standards in use today: • ANSI, EDIFACT, TRADACOMS, cXML, and

ebXML.

• For each standard there are many different versions,

• e.g., ANSI 5010 or EDIFACT version D12, Release A.

Communications Standards

• EDI document transmission uses a system of three “envelopes” to house your transaction sets – • Message envelope,

• Group envelope

• and Interchange envelope.

Communications Standards

Basic EDI Process Steps – Prepare the Data

Trading Partner

Your Enterprise

Data Internal Format

• Human data entry via screens • Exporting PC-based data from spreadsheets or databases • Reformatted electronic reports into data files • Enhancing existing applications to automatically create output

files that are ready for translation into an EDI standard • Purchasing application software that has built-in interfaces for

EDI files

Basic EDI Process Steps – Translate the documents into EDI format

Trading Partner

Your Enterprise


EDI Translator

• EDI Translation Software • Specialized EDI Translation Software Expertise • Specialized Mapping Expertise

• Unique to the ERP System • EDI formatted data is ready to transmit

EDI Data

Basic EDI Process Steps - Communications

Trading Partner

Your Enterprise

Communications Software


• Early Adopters of EDI required dedicated (expensive) communications. • Common Software and Hardware Standards • Dedicated Communications Lines Leased from TelCom Companies


EDI Translator

EDI Data

Your Trading Partner must agree to the same EDI protocol (language)

To Reduce Costs, Value Added Networks (VAN) created communications networks dedicated to EDI. Trading partners could join these networks at a reduced cost of a dedicated system. But still expensive and traffic issues at peak hours.

Basic EDI Process Steps – Communications (cont.)

Trading Partner

Your Enterprise



EDI Network Service

Provider


EDI Translator

EDI Data

Trading Partner

Your Enterprise



Your systems must now inverse the process.

EDI Network Service

Provider


EDI Translator

EDI Data


EDI Translator

EDI Data

Trading Partner

Your Enterprise



EDI Network Service

Provider


EDI Translator

EDI Data


EDI Translator

EDI Data

And there is more…

• Data must also be cleansed, validated, and converted • Example:

• Your trading partner sends you a PO with a vendor number

• Your system must have a customer number

Trading Partner

Your Enterprise



EDI Network Service

Provider


EDI Translator

EDI Data


EDI Translator

EDI Data

And there is more…

• Business Rules • Example:

• No Back Orders • No Partial Shipments • Full Truck Loads Only

Staffing Costs

15 Trading Partners 2 Document Types 20 Transactions Month



0100,000200,000300,000400,000500,000600,000

Small MidSized

Large

Staffing

Mapping

Translator

Hardware

Source: http://www.dicentral.com/downloads/EDI%20Integration%20Methods%20White%20Paper.pdf

• Staffing required: • Mapping • Translation • Business Rules • Maintenance • Support • Monitoring

• All specialized Skills

Staff Activities

• EDI Translation into / from protocol standard

• Mapping of ERP to EDI

• Monitoring EDI System

• Defining and Implementing Business Rules • New Discount Pricing

• Maintenance • New Trading Partners

• Changes in Transactions

• Changes in Base ERP Systems

10%

5%

5%

25%

40%

Activity

EDITranslation

Mapping EDIto ERP

Monitoring

Buiness Rules

Maintenance

Trading Partner

Your Enterprise



EDI Network Service

Provider


EDI Translator

EDI Data


EDI Translator

EDI Data

Integrated Business Rules & Validation

Custom Code

Custom Code

Trading Partner

Your Enterprise



EDI Network Service

Provider


EDI Translator

EDI Data


EDI Translator

EDI Data

ERP to EDI Interface Applications

Custom Code

Custom Code ERP / EDI

Interface

ERP / EDI Interface

Trading Partner

Your Enterprise



EDI Network Service

Provider


EDI Translator

EDI Data

XA

Trusted Link

EDI Data

XA EDI Solution without ION

Custom Code

Custom Code EC

ERP/EDI Interface

22

Cloud (Internet) EDI

• B2B (Business to Business), P2P (Partner to Partner) Cloud (Internet) hosting services have been replacing the VAN’s and providing more services for 10 years.

Internet Changes Everything

Server Hardware OS Host Provided

Staff Augmentation Host Provided Trading Partner Transactions and Mapping to Standard Formats (cXML)

Translator Software Host Provided

EDI Mapping Software Host Provided

Communications Internet Costs

Operations Monitoring Host Provided

Support & Help Desk Host Provided

Transaction Data Backup Host Provided

Implementation, Maintenance Fee Based Some are fixed bid ($6,000 / mo)

3rd Party EDI / P2P

Trading Partner

3rd Party B2B/P2P

• Services Provided: • Mapping and Translation from Trading Partner

to Standard • Communications Trading Partner to P2P • Monitoring and Operations • Data Backup • Web Portals • …

A word about B2B and P2P Formats

• The P2P is responsible to translate your trading partners formats into a standard format that is sent to you.

• The P2P should be able to accept and translate a wide variety of file formats, including ASC X12, EDIFACT, ASCII delimited or fixed position, XML, cXML, ebXML, PIDX, Oildex and RosettaNET. • And new formats are being created all the time.

• This is the real benefit of a 3rd party EDI B2Bor P2P.

• Without them you do all the work!

ION Connector3P 3rd Party EDI / P2P

Trading Partner

Infor ION

• EDI Translation • EDI Mapping • Data Validation • Business Rules

Your Enterprise


Trading Partner

Infor ION

• ION can be Cloud Based • With or without Managed Services

Your Enterprise


Trading Partner

Infor ION Connect3P

• ION can support: • multiple B2B, P2P, • Direct to Trading Partner • multiple protocols • multiple file types

• Text • XML • …

Your Enterprise

3rd Party EDI / P2P

Trading Partner

Trading Partner

Trading Partner

Trading Partner

3rd Party EDI / P2P

Trading Partner

Trading Partner

Trading Partner

Trading Partner

XA

XA Invoice

BOD


ION BOD

EDI cXML Mapper XSLT

Outbound • XA SystemLink Generates BOD • Guide XSLT and IDF Objects

• EDI MAPS to EDI cXML

Inbound • Guide XSLT and IDF Objects

• MAPS EDI cXML to ION BOD • XA System Link Updates XA

3rd Party EDI / P2P

Trading Partner

3rd Party EDI / P2P

Trading Partner

Trading Partner

Trading Partner

Trading Partner

Trading Partner

Trading Partner

Trading Partner

Trading Partner

XA Inbox

XA Outbox

XA SalesOrder

BOD

System i

SystemLink

Guide ION EDI & Services

Guides EDI Service Offering

Inbound Process Outbound Process

• Trading Partner sends Purchase Order (EDI 850) to P2P partner (Ariba , Verian , SPS, other)

• P2P formats into cXML and sends to your system as an EDI 850 cXML BOD arrives in a shared directory

• ION Connect reads the inbound EDI 850 cXML BOD and translates to XA SalesOrder BOD using XSLT

• Guide creates the XSLT that translates and validates the data.

• ION puts the SalesOrder BOD in the XA In-box

• XA processes the inbox using SystemLink and creates the CSM Customer Order.

• Invoices are generated in XA

• XA SystemLink publishes an Invoice BOD and output is put into the XA SystemLink Outbox

• ION Connect reads the XA Outbox and translates the Invoice BOD to an EDI 810 cXML BOD

• Guide creates the XSLT the translates and validates the data

• ION places the EDI 810 cXML BOD into the shared directory of the P2P

• The P2P translates into the customer required format and sends the invoice to the customer

31

IDF SystemLink and ION

Two Real World Examples

Inbound Purchase Order

• Supported by Native XA R9.x

• XA can receive a customer purchase order as: • Data Entry

• IDF Replication

• ION SalesOrder BOD

Outbound Routing Instructions

• Not Supported by Native XA

• Enterprise Integrator • Create Objects • Create Edits • Create Actions • Create Publish

• Custom Outbound EDI753 Request For Routing Instructions BOD

XA Natively Supports Inbound Sales Orders

• XA R9.x has built in XML order sales order processing. • Ensure SystemLink Adaptor and

Server are running in Link Manager • Place a properly formatted

‘ProcessSalesOrder’ BOD in the XA Inbox • AMELIBx / ESBINE

• XA will automatically create a CSM sales order

• Why would anyone want to use offline load? • Values and functions not supported

Formatting the EDI 850 Order for use by XA

• Trading Partner places a cXML (one of many formats) into a specific shared folder. • Transmission is secured by encryption and authorized by use of SSL

Certificates

• ION polls the shared folder and upon receipt of cXML SalesOrder begins to route the XML to XA • Translation from cXML to XA IDFSystemRequest format is done with ION

Mapper or any XSLT file

• Translated ProcessSalesOrder XML BOD is placed in XA Inbox

A Word about XSLT

• Extensible Stylesheet Language Transformations (XSLT)

• XSL evolved into XSL-FO for formatting and XSLT for Translation • XSL-FO is used for formatting XML into documents (text, PDF, PNG…)

• XSLT is a programming language • XSLT can map XML data

• trading partner ID to customer Number

• XSLT can replace data • lookup up customer number from x-ref and replace trading partner ID

• XSLT can validate data

EDI 753 Request for Routing Instructions

• Use of ANSI 753 Request for Routing Instructions

• When Shipment is ready, send EDI 753 to trading partner requesting routing instructions for delivery of the goods. • Typically multi-containers, with each

container going to a different delivery point

• Receive back from trading partner EDI 754 which authorizes shipment and provides routing and delivery instructions. • XA definition: Ship to addresses by line item

• EDI 754 is also defined in EI, and includes user exit code for processing and updating the outbound shipment records.

Creating and Sending the EDI 753

• The publish feature of Enterprise Integrator recognizes when a shipment is ready and waiting for routing instructions from the trading partner. • Manual Action • Transaction Action

• EI generates the correctly formatted cXML (one of many possible formats) into the XA outbox

• ION Pulse recognizes the new EDI753 BOD and routes it to the trading partners system. • Typically Shared Folder but can be FTP, sFTP, or direct database update, with SAP Connector,

or Oracle connector

• The trading partners system reads the inbound EDI753 BOD and responds with an EDI754 BOD

XA ION EDI Technology Stack

IDF System Link ION Connect3P

• IDF Enterprise Integrator • Business Rules

• IDF SystemLink Publish • Translation

• Data Cleansing

• IDF SystemLink Transformations (XSLT) • Translation

• Mapping

• Validation

• XML Data Transport

• Communications

• Monitoring

• XSLT • Mapping

• Translation

• Conversion

• Validation

• Data Cleansing


• Prerequisites • Infor XA R9.1 or higher

• Enterprise Integrator (Required)

• Electronic Commerce (Recommended but not required)

• Infor ION 10x 3PConnector Version 11 or higher

• Internet connection with speeds sufficient to handle planned volumes

• Recommended • Guides System-Link Tool Kit (SLTK)

• 3rd Party B2B EDI translation Service : Guide recommends SPS Commerce • Monthly Subscription based on volume of transactions and number of trading partners

Outbound Transactions (ANSI X.12) Inbound Transactions


• EDI 856 Advanced Shipment Notice

• EDI 753 Routing Request

• EDI 832 Catalog

• EDI 997 Functional Acknowledgement

• EDI 865 Purchase Order Change Acknowledgement

• EDI 846 Inventory Inquiry

• EDI 850 Purchase Order

• EDI 860 Purchase Order Change

• EDI 754 Routing Instructions

• EDI 861 Receiving Advice

• EDI 869 Order Status Inquiry

• EDI 856 Shipment Notice

Many others and more all the time.

Guide Provides 3rd Party Trading Partner Management Provides


• XA EDI Business Objects

• XA EDI System-Link Requests

• XA EDI System-Link Translations

• ION Translation Mapping from ION BOD XML to EDI XML

• ION Translation Mapping from EDI XML to System-Link transactions

• On going Support and Change Management

• Translation Services from EDI XML to your trading partners inbound and outbound formats

• Trading Partner Change Management

Your Choice

• Traditional EDI

• ION Based EDI • Do it yourself

• XML and especially XSLT are critical skills

• Use Guide’s experience and Assistance

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