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Powerful Integration Solutions for EDI and Trading Networks

We apply a knowledgeable and disciplined approach to integration projects, partnering with customers to leverage webMethods products and create robust solutions for EDI and trading networks.

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Powerful Integration Solutions for EDI and Trading Networks

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  1. EDI and Trading Networks Concepts Document Setup Mapping Enveloping Functional Acks

  2. We apply a knowledgeable and disciplined approach to integration projects. With a focus on business benefit, rather than on technical coolness, we partner with our customers to leverage webMethods products and our insight to create robust, powerful integration solutions. webMethods platform solutions • The Fundamentals • 700 technology and marketing professionals • Offices in Portland, Seattle, Salt Lake City, Denver, San Francisco, Los Angeles, Dallas, Houston, Chicago, New York, Boston • The Offerings • Assessment • Integration architecture • Design, development and implementation • Education and knowledge transfer

  3. Integration Server Built-in Services HTTP Partners Adapters HTTPS OnRamps FTP XML Marketplaces Packages Trading Networks Applications Web Services Trading Networks Recognize Document Type and Extract Attributes Determine How to Process the Document PerformPre-processingActions PerformProcessingActions Document Processing Rules Document Types • Verify • Validate • Check uniqueness • Save Processing Rule Document Attributes Trading Networks provides services for the management of partners and the exchange of documents. You define partners, document types and processing rules that manage the flow of documents in and out of your environment. Based on this configuration information, Trading Networks processes each document by passing the document to a service, delivering it to a partner or sending an alert e-mail to an administrator. Trading Networks

  4. Trading Networks Document(env) Recognize Document Type and Extract Attributes Determine How to Process the Document PerformPre-processingActions PerformProcessingActions Document (TS1) Document Processing Rules Document Types • Verify • Validate • Check uniqueness • Save Document (TS2) Processing Rule Document Attributes The EDI modules work with the TN framework to extend the benefits of TN to EDI document exchange. The EDI Module: Core Component provides services for mapping, enveloping, flat-file support, etc. while the EDI Module: Trading Networks component supplements the TN environment to support processing EDI. EDI for TN provides “de-enveloping” so your services can work with one transaction set at a time. • What You’ll See Today: • Integration Server 4.6 • Trading Networks 4.5.1 • EDI Module: Core Component 4.5 • EDI Module: Trading Networks Component 4.5 EDI and TN EDI for TN

  5. 1 Download schemas and templates. 2 Install the template. These are the high-level steps to configure your TN install- ation for specific transaction sets. You should read both the EDI Core and EDI TN component manuals before starting. Setup 3 Create namespace record and schema. 4 Define validation record reference. 5 Install EDI document type. 6 Configure TN profiles and rules.

  6. X12 Custom Record X12 Custom Record “…consider mapping a segment/section of the document at a time, especially when those segments have multiple occurrences.” Segment Mapping

  7. ISA*00* *00* *01*00001 *01*1234598 GS*RC*00001*123459876*20010926*1030*00000000 ST*861*000000001 BRA*BRAReferenceId*20010926*00*1**07 REF*SI*Shipper Id DTM*050*20011026 PRF*Purchase Order #**20010909 TD1*CTN*500*G*600*LB TD5****M TD3*TL*Init*Equipment Number . . SE*20*000000001 GE*2*000000009 IEA*1*123456789 Various elements of an EDI document need to vary by trading partner. This includes delimiters, identification qualifiers and identifiers. Instead of hard-coding these into a mapping service, thereby making the mapping service partner specific, we can look up these values from extended fields in the TN profiles. Enveloping

  8. Use a custom service to lookup values from TN profile extended fields and establish defaults. Place these values in a custom envelope record.

  9. For outbound EDI documents, the same steps for converting a record to an EDI string and adding the group and interchange envelopes can be used for any transaction set. A utility service simplifies the work. Simple changes to the service presented here can be made to support multiple transaction sets per group and multiple groups per interchange.

  10. A functional acknowledgement (FA) “indicates the results of a syntactical analysis of the electronically encoded documents.” In other words, did the document(s) being acknowledged conform to the format we agreed upon? Were all the data elements in the right order? Were the codes values used correct? An FA only indicates that the indicated interchange was accepted or rejected syntactically. It does not indicate the acceptance of the document by the system that performs the ultimate processing. For example, an FA does not say “we accept your purchase order.” Rather, it says “we received your purchase order and are processing it.” Functional Acks (997s) Here’s my purchase order. Here’s my purchase order. I don’t understand XYZ. Got it. Here’s a corrected one. Got it.

  11. The EDI Core Component service, wm.b2b.edi.util.generateFA, performs group-level validation and an envelope-level compliance check. It acknow-ledges interchange and group-level validation status only. Custom work is need-ed to create FAs at the transaction set level. TSet FAs

  12. Service Highlights • Duplicates TN validation using wm.b2b.edi:convertToValues and pub.schema:validate • Validates at envelope level first • Verifies counts and control numbers • If no errors, validates transaction sets • Uses error array from validate service to determine error codes and segment location • AK3/AK4 segments require special handling to determine position of the offending segment • 997s within input document are ignored for validation but included in acknowledgement counts The EDI Core Component service, wm.b2b.edi.util.generateFA, performs group-level validation and an envelope-level compliance check. It acknow-ledges interchange and group-level validation status only. Custom work is need-ed to create FAs at the transaction set level. TSet FAs ISA*00* *00* *01*12 GS*FA*123459876*00001*20020718*1815*1 ST*997*181815103 AK1*RC*000000009 AK2*861*000000001 AK3*TD3*8**8 AK4*03**5*Equipment Number AK3*RCD*11**8 AK4*08**7*00

  13. Why SBI? Contact For more information please contact Rob Eamon at 208-890-2255 email: reamon@sbiandcompany.com www.sbiandcompany.com

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