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Sue Probert

Technical Advisor to SITPRO Vice-Chair UN/CEFACT Forum Management Group (FMG) Co-Chair UNTDED Maintenance Agency for ISO TC154 Editor of UN/CEFACT Core Components Library project Joint Project Leader UNeDocs. Sue Probert.

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Sue Probert

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  1. Technical Advisor to SITPRO Vice-Chair UN/CEFACT Forum Management Group (FMG) Co-Chair UNTDED Maintenance Agency for ISO TC154 Editor of UN/CEFACT Core Components Library project Joint Project Leader UNeDocs Sue Probert

  2. Evolving trading relationships and new business practices such as outsourcing, self-billing and changed divisions of labour etc. Growth and globalisation of trade New restrictions (environment, hazardous goods control etc.) Supply chain efficiency New technologies and opportunities (IT, internet, RFID, Digital Signatures etc.) New criteria (Security concerns, risk analysis, fraud and corruption prevention etc.) Increased competition and cost reduction requirements The world is changing...... ASEAL meeting – Leeds Castle - UK

  3. Objectives: To facilitate international trade and electronic transfer of data for cross border trade by developing, publishing and maintaining a coordinated set of international standards including the UN/CEFACT Trade Reference Model, a comprehensive cross-domain data model, UN/EDIFACT and XML document structures, document presentation methodologies and box completion guidelines. To enable the development of simple low-cost solutions to support the generation and exchange of standardised paper and/or electronic international trade documents by implementing existing standards and recommendations. UNeDocs Project ASEAL meeting – Leeds Castle - UK

  4. UNeDocs Milestones In 2002: UN/ECE Secretariat and SITPRO signed an MoU to combine the UN/ECE UNeDocs ‘proof of concept’ project with the SITPRO ElecTra project and to collaborate on the future development of UNeDocs In 2005: UN/ECE Secretariat and SITPRO approved the transfer of their joint UNeDocs work into the UN/CEFACT Forum as a TBG project for the next stage of development. ASEAL meeting – Leeds Castle - UK

  5. UNeDocs Process Scope Buy Ship Pay Prepare for export Export Transport Prepare for import Import • Commercial • Procedures • Establish sales • contract • Order goods • Advise on delivery • Request payment • Transport • Procedures • Establish transport • contract • Collect, transport • and deliver goods • Provide waybills, • Goods receipts, etc. • Financial • Procedures • Provide credit • rating • Insurance • Execute payment • Issue statements • Regulatory • Procedures • Obtain im/export • licenses etc. • Provide Customs • Declarations • Provide cargo • Declarations • Apply security • measures • Clear goods International Trade Reference Model ASEAL meeting – Leeds Castle - UK

  6. A Business Process Model illustrating where the UNeDocs documents fit into the operation of the International Supply Chain based on the UNCEFACT International Supply Chain Reference Model. An ISO 15000 Part 5 compliant Common Data Model based on candidate or published UNCEFACT (ebXML) Core Components that are linked to the UNTDED/ISO 7372. A methodology for the presentation of data contained in electronic data exchanges onto electronic or paper forms and the update of UNLK to become eUNLK. For each document the project will develop: oA class diagram and document structure oThe paper and electronic, re-usable layout description of the documentbased on the UN Layout Key oBox Completion Guidelines oXML profiles oUN/EDIFACT message implementation guide Project Deliverables · · · · ASEAL meeting – Leeds Castle - UK

  7. UNLK – UN/ECE Rec. 1The unsung Global Hero • First published 1973 • UNTDED (ISO 7372) • Flexible aligned data presentation which has become the de facto standard for the majority of international trade documents • Foundation for International transport conventions e.g. Maritime B/L (ICS), Airwaybill (IATA), Road CMR (IRU), Rail CIM (UIC) etc. • Foundation of Customs and other Regulatory Procedures e.g. SAD, Phyto-Sanitary Certificates, Cert of Origins etc. • Hundreds of document formats based on UNLK across trade, transport, finance, customs, insurance, inspection etc. • Basis for box completion guidelines etc. ASEAL meeting – Leeds Castle - UK

  8. UN Layout Key Cross-Sector Transaction Data Sector Specific Detail e.g. order line items, goods items ... Document Function Specific ASEAL meeting – Leeds Castle - UK

  9. UNLK Form Families Trade Documents – Quotation, Order, Invoice etc. Materials Management Documents – Despatch Advice, Pick List, Packing List etc. Transport Documents – Bill of Lading, Shipping Instructions etc. Customs Documents – Export, Import, Transit Declarations, Cargo Reports etc. Other Regulatory Documents – Cert of Origin, DGN etc. ASEAL meeting – Leeds Castle - UK

  10. Negotiable Bill of Lading Insurance Certificate Consular Invoice Import/Export Licences Letter of Credit Cargo Declarations Certificates of Origin, Phytosanitary etc. etc. Key International Paper Forms ASEAL meeting – Leeds Castle - UK

  11. After >30 years of ‘e‘ most of the documents in international trade are still paper based Traders..., Authorities..., Carriers..., Manufacturers... - all need more information and control Many activities to use digital paper, US Gov Xforms, W3C, UBL, Adobe, Microsoft,... Development of proprietary solutions – both for content and layout of e-documents Increased momentum, but in isolated pockets of progress And NOW there is a Tipping Point ASEAL meeting – Leeds Castle - UK

  12. Combined Approach Electronic Document Exchange XML or UN/EDIFACT <?xml version="1.0" encoding="UTF-8"?> <n:Invoice xmlns:n="urn:oasis:names:tc:ubl:Invoice:1.0:0.70" xsi:schemaLocation="urn:oasis:names:tc:ubl:Invoice:1.0:0.70 UBL_Library_0p70_Invoice.xsd"> <cat:ID>token</cat:ID> <cat:IssueDate>2003-02-14</cat:IssueDate> <n:TaxPointDate>2003-02-14</n:TaxPointDate> <cat:BuyerParty> <cat:PartyName> <cat:Name>Bills Microdevices</cat:Name> </cat:PartyName> </cat:BuyerParty> <cat:SellerParty> <cat:ID/> <cat:PartyName> <cat:Name>Joes Office Supply</cat:Name> </cat:SellerParty> <cat:InvoiceLine> <cat:ID>1</cat:ID> <cat:InvoicedQuantity unitCode="token">5</cat:InvoicedQuantity> <cat:Item> <cat:Description>Pencils, box #2 red</cat:Description> </cat:Item> </cat:InvoiceLine> </n:Invoice> Electronic Edit Form Paper Document aligned to UN Layout Key ASEAL meeting – Leeds Castle - UK

  13. Support for presentation of eForms Maintains print format capabilities Links to electronic data exchanges Updated to reflect current global trade practices Core Component aware Support for multilingual aspects UNeDocs and eUNLK ASEAL meeting – Leeds Castle - UK

  14. Intellectual Property Rights – 3 Levels UNeDocs Stakeholders Forms/Convention Owners plus UN/CEFACT Country Delegations 1st - IPR UNeDocs Project UN/CEFACT Forum Trade & Business Group Digital Paper Workgroup – TBG2 2nd – No IPR UNeDocs National Projects Such as UNeDocsUK led by SITPRO 3rd – Possible IPR ASEAL meeting – Leeds Castle - UK

  15. Next Steps • Canvassing for membership and resource support • Building project plan, meeting schedule • Developing marketing campaign • Encouraging national UNeDocs projects • Please join the UNeDocs project team • Interested? Please contact us • Project leads: Michael Dill@gefeg.com and Sue.Probert@SEPIAeb.com • Secretary: Markus.Pikart@unece.org ASEAL meeting – Leeds Castle - UK

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