EDI vs EOD for order management (part 2) - ANZREG€¦ · EDI vs EOD for order management (part 2)...
Transcript of EDI vs EOD for order management (part 2) - ANZREG€¦ · EDI vs EOD for order management (part 2)...
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EDI vs EOD for order management (part 2)
Donna Smith
Training & Implementation Consultant
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Agenda
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Introduction
• Better understanding of the processes of EDI and
EOD for receiving and invoice management
• Shared information regarding staff work impact
for each process
• Better understanding of where home processes
might take advantage of improved Voyager
technology post-Eluna
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Agenda
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EOD Sample files
Just because a file has
EOD does not mean
EOD has to be used
• Approval Plans
• Patron Driven
Acquisitions (PDA)
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Vendors – PO (alternatives)
• Vendor resends PDA file with only
‘purchased’ (used) resources
• Bulkimport with EOD
• Approval plan: Access reports for
hold requests
• Generate bibid file for Acq PO create
• EDI to vendor
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Cleanup
• Bulkdelete any bib records
from original imports for
Approval Plans or PDA which
do not have Acq order
• Bulk suppress Browsing
Collections after lease
periods
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EOD Receiving
• Vendor resends files
• Presumes loaded from this vendor
with EOD previously
• Bulkimport without EOD
• Configure to update previously loaded
MFHDs and items
• Updates shelf-ready information for
shipped items into MFHDs and Items
previously created via EOD
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Comments
Brainstorming related to running EOD files multiple times through bulk import.
When might this be useful?
Is it ‘receiving’?
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Agenda
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EDI Invoicing with Receiving
• Vendor transmits Invoice
• Via ftp
• Incoming files
• Check configurations for Review
• Receive incoming items?
• Mark as received complete?
• Continue EDI invoicing process
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Recap
EDI workflow
• Vendor and EDI connections configured
• PO must exist
• PO must be approved
• Process EDI Incoming Messages
• Transmits Invoice from Vendor
• Ensure proper file options are reviewed before processing file
• Test with small samples first
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Comments
What do you see as the main challenge of EDI?
Would it be a time-saver to use EDI? Why that answer?
What would be the concerns involved?
How could those concerns be addressed?
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Agenda
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Post-ELuna
EOD for MFHD/ITEM updates
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Post-ELuna
EOD for MFHD/ITEM updates
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Post-ELuna
EOD and EDI for Ordering
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Agenda
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ReCap
• Better understanding of the
processes of EDI and EOD for
receiving and invoice management
• Shared information regarding staff
work impact for each process
• Better understanding of where
home processes might take
advantage of improved Voyager
technology post-Eluna
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Agenda
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Resources
• Acquisitions User’s Guide - Chapter 15 Electronic Data Interchange
• System Administration User’s Guide – Chapter 4 Cataloging Configuration
• Ex Libris Documentation/Voyager/Product Information/EDI/Voyager EDI Certification.pdf
Contains the current list of approved Voyager EDI vendors in addition to the process a vendor needs to use to become certified.
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Resources
Ex Libris Customer Center - KCS Articles
• KCS 2070 How EOD works in Voyager
• KCS 4554 BULK/EOD:Single MFHD:"Missing main field type configuration for creating MFHD"
• KCS 3911 EOD:this fundcode is not unique
• KCS 4496 EOD/Bulk Import profile not recognizing fund information
• KCS 3900 EDI vendor code not does not match Voyager vendor code
• KCS 22289 Loading EDI invoices changes PO status to Received Complete
• KCS 22308 Trying to use "Relink" button on invoice results in error
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Voyager System Administration
Thank you for joining me today!