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How do you ensure EDI compatibility with all trading partners?

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Electronic data interchange (EDI) is a standardized way of exchanging business documents between trading partners, such as orders, invoices, and shipping notices. EDI can reduce costs, errors, and delays, and improve efficiency, accuracy, and customer service. However, to reap these benefits, you need to ensure EDI compatibility with all your trading partners, regardless of their systems, formats, and protocols. How do you achieve this? Here are some tips to help you.

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Mikhail Kalyabin

SAP SD/MM Consultant, EDI expert. I'm passionate about creating comprehensive solutions by combining EDI standards, SAP…
Lennart Garbarsch

Helping ERP projects to succeed by adding Best Practice Output Management solutions.

1 Choose a suitable EDI format

There are many EDI formats available, such as ANSI X12, EDIFACT, TRADACOMS, and XML. Each format has its own rules, syntax, and structure, and may vary by industry, region, or transaction type. You need to choose a format that meets your business needs, complies with your industry standards, and is compatible with your trading partners' expectations. You can also use multiple formats if you need to accommodate different requirements or preferences.

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Mikhail Kalyabin

SAP SD/MM Consultant, EDI expert. I'm passionate about creating comprehensive solutions by combining EDI standards, SAP techniques, and middleware opportunities to enhance business efficiency.
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Typically, an EDI service provider (or EDI VAN in the US) is involved in the interchange, tasked with handling the technical variety of formats and standards. Essentially, you need to manage the following: - Select one or two EDI service providers. - Choose a suitable interchange format with the selected EDI provider. Usually it's the native format for the source system (ERP, CRM, etc) or for the EDI provider. - Ensure that all the required business data and necessary scenarios/triggers are considered for all customers.

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Lennart Garbarsch

Helping ERP projects to succeed by adding Best Practice Output Management solutions.
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Hvis man er ny i et EDI samarbejde, vil ens samhandelspartnere ofte have et foretrukkent format og varariant. Det handler derfor om at kunne levere i mange forskellige formater/varianter.

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2 Use a reliable EDI translator

An EDI translator is a software tool that converts your business documents into EDI format and vice versa. It also validates, maps, and routes the EDI messages between you and your trading partners. You need a reliable EDI translator that can handle the complexity and volume of your EDI transactions, support the EDI formats and protocols you use, and integrate with your existing systems and applications. You can choose between an on-premise or a cloud-based EDI translator, depending on your budget, security, and scalability needs.

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Lennart Garbarsch

Helping ERP projects to succeed by adding Best Practice Output Management solutions.
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Fra et omkostningsperspektiv er der 2 basismodeller: 1) transaktionsbaseret afregning, hvor man afregner pr. Transaktion. 2) m?nedsbaseret leje af softwaretool, som man kan anvende s? meget man har behov for, til en fast m?nedlig pris.

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3 Establish clear EDI guidelines

EDI guidelines are the specifications and rules that define how you and your trading partners will exchange EDI messages, such as the format, content, frequency, timing, and acknowledgment of the transactions. You need to establish clear and consistent EDI guidelines with each of your trading partners, and document them in an EDI agreement or contract. You also need to communicate any changes or updates to your EDI guidelines in advance, and test them before implementing them.

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Lennart Garbarsch

Helping ERP projects to succeed by adding Best Practice Output Management solutions.
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Ofte kan man bruge et eksempel p? formatet for at specificere sin konvertering, men guidelines er ofte n?dvendige for at fange varianter.

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4 Monitor and troubleshoot EDI issues

EDI issues can arise due to various reasons, such as format errors, network failures, system outages, or human errors. You need to monitor and troubleshoot your EDI transactions regularly, and have a backup plan in case of any disruptions. You can use an EDI dashboard or report to track the status, performance, and quality of your EDI transactions, and identify any errors or exceptions. You can also use an EDI audit or review to evaluate your EDI processes, compliance, and best practices, and make improvements as needed.

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5 Seek professional EDI support

EDI can be a complex and challenging process, especially if you have multiple trading partners, formats, and protocols. You may not have the time, resources, or expertise to manage your EDI operations effectively and efficiently. You can seek professional EDI support from an EDI service provider or consultant, who can help you with your EDI setup, integration, translation, testing, maintenance, and troubleshooting. You can also leverage their experience, knowledge, and network to optimize your EDI performance and compatibility.

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Mikhail Kalyabin

SAP SD/MM Consultant, EDI expert. I'm passionate about creating comprehensive solutions by combining EDI standards, SAP techniques, and middleware opportunities to enhance business efficiency.
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As an EDI professional, I would recommend making this the first step. It's essential to establish a robust and scalable foundation for cost-effective operations and development throughout the lifecycle of your solution.

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Lennart Garbarsch

Helping ERP projects to succeed by adding Best Practice Output Management solutions.
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Mange professionelle Output Management v?rkt?jer kan som standard levere b?de EDI, UBL og Peppol formater som en del af pakken.

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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 do you ensure EDI compatibility with all trading partners?

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1 Choose a suitable EDI format

2 Use a reliable EDI translator

3 Establish clear EDI guidelines

4 Monitor and troubleshoot EDI issues

5 Seek professional EDI support

6 Here’s what else to consider

Electronic Data Interchange (EDI)

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