How can you create and deliver clear EDI data reports?

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Electronic data interchange (EDI) is a method of exchanging business documents in a standardized format between different systems. EDI data reports are essential for monitoring, analyzing, and improving your EDI transactions and processes. However, creating and delivering clear EDI data reports can be challenging, especially if you have to deal with multiple formats, standards, and partners. In this article, you will learn some tips and best practices for creating and delivering clear EDI data reports that can help you optimize your EDI performance and communication.

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jaya Krishna tummala ,MS, CSM

Award Winning Senior Functional Quality Assurance|BSA|SAP QA|Safe 6.0 Agilist|Sigma Xi Full Member|IEEE Senior…

1 Understand your EDI data needs

Before you create any EDI data report, you need to understand your EDI data needs and goals. What kind of information do you want to extract from your EDI transactions? What are the key performance indicators (KPIs) that you want to measure and track? Who are the intended recipients and users of your EDI data reports? How often do you need to generate and deliver your EDI data reports? Answering these questions will help you define the scope, purpose, and frequency of your EDI data reporting.

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jaya Krishna tummala ,MS, CSM

Award Winning Senior Functional Quality Assurance|BSA|SAP QA|Safe 6.0 Agilist|Sigma Xi Full Member|IEEE Senior Member|Fellow IETE|Author
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Embrace real-time or near-real-time reporting capabilities to provide timely insights and enable agile decision-making in response to dynamic market conditions, customer demands, or operational changes. Implement streaming data processing, event-driven architectures, or real-time analytics platforms to capture, process, and visualize EDI data as it is generated, enabling stakeholders to react swiftly to emerging opportunities or threats.

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2 Choose the right EDI data reporting tools

Creating clear EDI data reports requires selecting the right EDI data reporting tools that can handle your EDI data sources, formats, and standards. Depending on your EDI system and integration, you may have different options for EDI data reporting tools, such as built-in modules, third-party software, or custom solutions. When choosing an EDI data reporting tool, look for features such as data extraction and transformation capabilities to convert your EDI data into readable and usable formats, data visualization and presentation features to create charts, graphs, tables, and dashboards to display your EDI data in a clear and engaging way, data filtering and sorting options to help you focus on the most relevant and important EDI data for your report, and data export and delivery functions to save, share, and distribute your EDI data reports in various formats and channels.

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3 Follow the EDI data reporting standards and best practices

To ensure that your EDI data reports are clear and consistent, you need to adhere to the EDI data reporting standards and best practices that apply to your industry, business, and partners. This includes using the appropriate EDI document types and codes that correspond to your EDI transactions and processes, as well as the common EDI data elements and segments that are recognized and accepted by your EDI partners. Additionally, you should use the standard EDI data formats and syntax that are compatible with your EDI system and integration. Furthermore, you should stick to the agreed-upon EDI data report frequency and schedule that meet your EDI partner's expectations and requirements. Finally, use secure and reliable EDI data report delivery methods to ensure your EDI data confidentiality and integrity.

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4 Review and validate your EDI data reports

Prior to delivering your EDI data reports, you should review and validate them to guarantee their accuracy, completeness, and quality. Scan your EDI data reports for errors, inconsistencies, or anomalies that may interfere with your EDI performance and communication. To review and validate your EDI data reports, you can compare them with your original EDI transactions and documents to verify their alignment and correctness. Additionally, cross-check them with your EDI partner's data reports to confirm their matching and reconciliation. Moreover, analyze your EDI data reports for any trends, patterns, or insights that can help you identify and resolve any EDI issues or opportunities. Lastly, test your EDI data reports for any technical or functional issues that may prevent or impair their delivery or usage.

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5 Communicate and collaborate with your EDI partners

Finally, you need to communicate and collaborate with your EDI partners to ensure that your EDI data reports are clear and useful for both parties. You should share your EDI data reports with your EDI partners in a timely and transparent manner, and solicit their feedback and suggestions for improvement. You should also discuss and agree on any changes or updates that may affect your EDI data reporting, such as new EDI transactions, standards, or partners. By communicating and collaborating with your EDI partners, you can build trust and rapport, and enhance your EDI performance and communication.

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jaya Krishna tummala ,MS, CSM

Award Winning Senior Functional Quality Assurance|BSA|SAP QA|Safe 6.0 Agilist|Sigma Xi Full Member|IEEE Senior Member|Fellow IETE|Author
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Soliciting feedback and suggestions for improvement from EDI partners may not always yield actionable insights or align with the strategic priorities of each organization. Differing interpretations of data or varying levels of technical expertise among partners can complicate the process of implementing suggested changes, potentially leading to delays or additional costs.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you create and deliver clear EDI data reports?

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1 Understand your EDI data needs

2 Choose the right EDI data reporting tools

3 Follow the EDI data reporting standards and best practices

4 Review and validate your EDI data reports

5 Communicate and collaborate with your EDI partners

6 Here’s what else to consider

Electronic Data Interchange (EDI)

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