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5 Steps to Implement an EDI Message

 
There are five general steps in implementing EDI documents:
  • Planning
  • Development
  • Testing
  • Parallel
  • Production

Planning

  • Gaining management support
  • Establishing a plan
  • Designating business and technical contacts
  • Agreeing upon formats with trading partner

Development

  • Selection / development of EDI software
  • Creating mapping instructions from your business applications to the required format
  • Developing interfaces with current in-house applications
  • Determining audit and control points and requirements
  • Produce EDI Specifications if needed mapping to business process
  • Modify ERP system to integrate with EDI solution

Testing

  • Testing of communications
  • Testing of EDI software with in-house applications
  • Testing transmission of files to trading partner, with verification that all fields were received correctly
  • Testing receipt of file from your trading partner, with verification that all fields were received correctly

Parallel

  • Process both EDI and paper documents until you and your trading partner are satisfied and comfortable with the new process
  • All users from affected departments must be involved with parallel processing
  • Execute Trading Partner cutover plan

Production

  • Paper generation is eliminated
  • All users informed process now in “production”
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