METHOD AND SYSTEM OF PERFORMING ELECTRONIC DATA INTERCHANGE
FIELD OF INVENTION
The invention relates to a method and system of performing electronic data interchange (EDI) between trading partners.
BACKGROUND
Electronic Data Interchange (EDI) is the transmission between trading partners of information in standard, computer-readable format. It includes electronic order placement, electronic shipping notification, electronic invoicing, and many other business transactions in which it is more efficient to use computer-implemented rather than manual transfer of information.
Where one trading partner is a retailer and another trading partner is a supplier, for example, an electronic purchase order can flow directly from the retailer's purchasing system into the order management system of the supplier. The supplier in turn may send order shipment information electronically to the retailer and the information will be deposited in the appropriate business application. Once an electronic invoice is sent by the supplier, the retailer's accounts payable can act upon it and a signal to pay can complete the cycle.
In traditional EDI systems a difficulty may arise where one trading partner wishes to transfer several business transactions as separate EDI files must be created for each business transaction. Also, where a trading partner receives business transactions from many trading partners, the receiving trading partner receives separate EDI files for each business transaction.
A further difficulty may arise where the preferred timing and delivery method for business transactions for one trading partner differ from the preferred timing and delivery method of the trading partner to which business transactions are sent. For example, a supplier may wish to send out invoices with each shipment, sending these invoices by e-mail. The retailer in turn may wish to receive these invoices monthly by floppy disk.
The invention relates to an improved method for facilitating EDI between trading partners, and in particular between suppliers and retailers.
SUMMARY OF INVENTION
In broad terms the invention comprises in one form a computer implemented method of performing electronic data interchange between trading partners, the method comprising the steps of receiving an electronic input data file comprising at least one business transaction from a sender, each business transaction addressed to respective recipients; separating the data file into individual business transactions if the data file comprises more than one business transaction; and delivering each business transaction to the intended recipient of that business transaction based on the individual requirements of the recipient.
In another form the invention comprises a computer implemented method of performing electronic data interchange between trading partners, the method comprising the steps of receiving at least one business transaction from respective senders based on the individual requirements of each sender, each business transaction addressed to a common recipient; storing the business transactions in an electronic output file; and delivering the output file to the intended recipient.
The invention comprises in another form a system for performing electronic data interchange between trading partners, the system comprising receiving means arranged to receive an electronic input data file wherein the input data file comprises at least one business transaction from a sender, each business transaction addressed to respective recipients; separating means arranged to separate the data file into individual business transactions if the data file comprises more than one business transaction; and delivery means arranged to deliver each business transaction to the intended recipient of that business transaction based on the individual requirements of the recipient.
In another form the invention comprises a system for performing electronic data interchange between trading partners, the system comprising receiving means arranged to receive at least one business transaction from respective senders based on the individual requirements of each sender, each business transaction addressed to a common recipient; means arranged to store the business transactions in an electronic output file; and delivery means arranged to deliver the output file to the intended recipient.
In a further form the invention comprises a computer program for performing electronic data interchange between trading partners, the program comprising receiving means arranged to receive an electronic input data file wherein the input data file comprises at least one business transaction from a sender, each business transaction addressed to respective recipients; separating means arranged to separate the data file into individual
business transactions if the data file comprises more than one business transaction; and delivery means arranged to deliver each business transaction to the intended recipient of that business transaction based on the individual requirements of the recipient.
The invention also comprises in a further form a computer program for performing electronic data interchange between trading partners, the program comprising receiving means arranged to receive at least one business transaction from respective senders based on the individual requirements of each sender, each business transaction addressed to a common recipient; means arranged to store the business transactions in an electronic output file; and delivery means arranged to deliver the output file to the intended recipient.
BRIEF DESCRIPTION OF FIGURES
Preferred forms of the method will now be described by way of example and without intending to be limiting, with reference to the accompanying figures in which:
Figure 1 is a block diagram illustrating trading partners sending transactions to each other using the invention;
Figure 2 is a block diagram illustrating one trading partner sending transactions to more than one other trading partner;
Figure 3 is a block diagram illustrating more than one trad ng partner sending transactions to the same trading partner;
Figure 4 illustrates a preferred data format for file transfers;
Figure 5 illustrates part of a preferred data format for an invoice;
Figure 5 A illustrates the remainder of the invoice of Figure 5;
Figure 6 shows a preferred data format for payment advice;
Figure 7 is a block diagram of a mail box of the invention;
Figure 8 is a block diagram of a front end for processing incoming transactions;
Figure 9 is a block diagram of a front end for processing outgoing transactions;
Figure 10 is a flow chart showing formatting of incoming business transactions; and
Figure 1 1 is an example of an XREF transaction class.
DETAILED DESCRIPTION OF PREFERRED FORMS
As shown in Figure 1, the invention comprises a method of performing electronic data interchange (EDI) between trading partners, for example a retailer 2 and a supplier 4. It will be appreciated that the trading partners could include any combination of suppliers, wholesalers, retailers and consumers.
Retailer 2 may send to supplier 4 an order for goods electronically. Such an order may be sent as a business transaction using EDI. On receiving the order the supplier 4 may send to the retailer shipping details and/ or an invoice as separate business transactions .or as one combined transaction. On receiving the invoice the retailer may send to the supplier payment details using EDI.
As shown in Figure 1 , the invention provides a method of performing EDI between trading partners for example between retailer 2 and supplier 4 by interposing between the retailer and the supplier an EDI mail centre 6. Retailer 2 sends business transactions intended for supplier 4 to the mail centre 6 instead of sending the transactions directly to the supplier. The method of delivery includes internet e-mail, FTP transfer, or transfer of a file on a floppy disc, depending on the requirements of the retailer. Similarly the supplier may send business transactions intended for the retailer to the mail centre instead of sending the transactions directly to the supplier. The delivery method chosen will depend on the requirements of the supplier.
Retailer 2 and supplier 4 may receive business transactions from the mail centre 6 using a delivery method chosen depending on the requirements of the retailer and supplier respectively. The delivery method preferences for the business transactions for individual retailers and suppliers may be stored at the mail centre 6.
Individual retailers and suppliers may also have preferences as to the timing that business transactions are delivered from mail centre 6. These preferences may also be stored in the mail centre.
One difficulty with traditional EDI systems is where one trading partner wishes to transfer several business transactions to another trading partner, as each EDI transaction requires
a separate file. Figure 2 illustrates how this situation is addressed by the invention.
Sender 8 wishes to send to recipients 10A, 10B, IOC, 10D and 10E, separate business transactions. Rather than sending the business transactions individually the sender 8 may place each of these transactions in a common file. Each transaction is addressed to a particular recipient. The common file is sent to the mail centre 6 as an electronic input data file.
Where the input file contains more than one business transaction, the mail centre separates the data file into individual business transactions and stores these individual transactions in a memory. Where the input data file contains only one business transaction, the mail centre does not need to separate the file into individual transactions.
The mail centre 6 may then retrieve transactions intended for a particular recipient from the memory and deliver the transactions to the intended recipients. The method of delivery and timing may be adjusted according to the requirements of the trading partner to which the transactions are sent.
A further feature of the invention is illustrated in Figure 3. Senders 8A, 8B, 8C, 8D and 8E may each wish to transfer one business transaction to the same recipient 10. Each sender 8 delivers a business transaction to the mail centre 6, where the transactions are stored in a memory.
The mail centre 6 may then retrieve the transactions from the memory and send the transactions to the recipient 10. Rather than send the transactions individually, the mail centre may store each of the transactions intended for the recipient 10 in a single electronic output file. This file may then be delivered to the recipient 10 taking into account the delivery method and timing preferences of the recipient. It will be envisaged that the business transactions could also be stored in a memory and subsequently retrieved from the memory and stored in the output file.
Figure 4 illustrates a preferred format for files transferred in accordance with the invention. Files are preferably sent via file transfer (FTP) and messaging based on the internet protocols of Post Office Protocol 3 (POP3) and Simple Mail Transfer Protocol (SMTP). The invention integrating these protocols allows files to be transferred over the internet.
Each file transferred in accordance with the format includes a header 12, one or more EDI transactions 14, and a trailer 16. The header 12 comprises the following data fields:
EDI field Description header flag Signals that the data following is the header sender ID Where a trading partner sends a file to the mail centre, this will hold the address of the sender. Where the mail centre sends a file to a trading partner, it will hold the address of the mail centre. recipient ID Where a trading partner sends a file to the mail centre, this is left blank. Where the mail centre sends a file to a trading partner, it will hold the address of the trading partner.
EDI transfer no. This is a unique sequential number used to determine if all transfers have been received. It is generated by the sender or the mail centre. date sent time sent
Each file will comprise at least one EDI transaction 14. The preferred fields are as follows:
EDI field Description detail flag Signals that the following data is a transaction detail sender ID This may be a duplicate of the sender ID in the header receiver ID This will be the ultimate recipient of the transaction EDI trx class Transfer classes are more fully described below EDI trx sub-class trx class version no. business transaction
The file will also comprise a trailer 16, the fields of which are illustrated below:
EDI field Description trailer flag Signals that the following data is a trailer no. of transactions Optional no. of transaction classes Optional
The method provides a set of standard predefined formats for business transactions, called "transaction classes". For example, the method provides transaction classes for transactions such as invoices, orders and payment details. These transaction classes are available for any trading partner to use. Transaction class definitions generally comprise a class (for example invoice), any sub-classes (for example, invoice header, invoice items)
and data items or fields within each sub-class (for example product ID, quantity, and price).
Figures 5 and 5A illustrate a typical invoice using the "invoice" transaction class of the invention, while Figure 6 illustrates a typical payment advice using the "payment details" transaction class.
The preferred form method provides the facility for trading partners to define their own private transaction classes in addition to the transaction classes described above. These user-defined transaction classes may be available for other trading partners to use, or may alternatively be kept private between sender and recipient.
The mail centre has stored in a memory copies of public transaction class definitions. This allows the mail centre to perform functions on business transactions such as formatting or code mapping. The functions of formatting and code mapping are -more particularly described below. The preferred form mail centre does not store definitions of private transaction class definitions. The mail centre simply identifies a business transaction as having a private and unknown transaction class and delivers the business transaction to the intended recipient.
Trading partners frequently have existing systems in place for handling EDI business transactions. These systems will generally have preferred or even fixed formats for data items. One difficulty which has arisen in the past is when one trading partner prefers or requires a format which is not compatible with that of another trading partner.
Where a business transaction having a public transaction class is sent to the mail centre, the transaction may be formatted where necessary by the mail centre. For example, records and fields may be either fixed or variable length, and the mail centre may alter the format of these records and fields between fixed and variable length. Preferably the formatting functions are performed by a front end as will be more particularly described with reference to Figures 7, 8 and 9.
As shown in Figure 7, the preferred form mail centre 6 delivers business transactions to and receives business transactions from an EDI mail box 18 of trading partner 20. As shown in Figure 8, a front end 22 may operate to convert the format of business transactions in mail box 18 to a format compatible with the format of the system of trading partner 20. As shown in Figure 9, the front end 22 may alternatively or additionally operate to convert the format of business transactions sent from the system of trading partner 20 to a form compatible with mail box 18.
Another formatting function of the front end could be performed on field delimiters when using variable length fields. This function may be defined for the individual trading partners or may be defined for a particular transaction class. Figure 10 illustrates how field delimiters are processed in a business transaction.
The front end first establishes whether or not the incoming transaction class has field delimiters (24), whether or not these are the same as the delimiters of the trading partner (26) and whether or not the trading partner uses field delimiters for that transaction class (28). Depending on these criteria, delimiters may be added (30), removed (32), or changed (34). In some cases no action will be taken (36).
A further formatting function of the invention could be the alteration of field formats, for example dates, money and numbers. Certain field types within business transactions will be formatted differently by different traders. Instead of insisting that EDI transfer conform to a standard format, the front end allows for formatting of the fields during sending and receipt of business transactions. Field formatting may be performed, for example, when transactions are sent to and from mail boxes.
A further feature of the invention involves code mapping. Trading partners involved in business transactions seldom use the same codes to identify a business entity. For example, a supplier will have its own customer code whereas a customer will use a different code as a supplier code. Business transactions sent electronically frequently have descriptions of individual codes sent with each transaction. These descriptions enable the codes to be identified by the recipient.
The invention enables each trader to use its own codes which are mapped to the codes used by other traders, and enables traders to set up and even exchange mapping function data for new codes. This exchange of mapping function data may either be performed using a special transaction class, or may be performed online at the mail centre.
An example of a special transaction class (XREF) is shown in Figure 11. One trader (the originator) will send to the mail centre an EDI business transaction of the class XREF. This business transaction signals that there is a new code being used. The transaction may include business identifier, transaction item, code, and/or description for Doth originator and recipient.
Once the mail centre receives from the originator the XREF transaction, a message is sent to the intended recipient that a new code has been received. The recipient may then use
an online mail centre function to finalise the mapping, for example to enter further descriptions.
It will be appreciated that security of the system may be enhanced by encrypting the data portion of each business transaction sent between trading partners and the mail centre. In this situation both sender and receiver should have the facility to encrypt and decrypt files, either using their own systems or using standard features within the mail centre.
The foregoing describes the invention including preferred forms thereof. Alterations and modifications as will be obvious to those skilled in the art are intended to be incorporated within the scope hereof, as defined in the accompanying claims.