March 2007UNeDocs OverviewSlide 1 UNeDocs Project Overview Background Scope Objectives Status More...

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March 2007 UNeDocs Overview Slide 1 UNeDocs Project Overview Background Scope Objectives Status More Information...

Transcript of March 2007UNeDocs OverviewSlide 1 UNeDocs Project Overview Background Scope Objectives Status More...

March 2007 UNeDocs Overview Slide 1

UNeDocs

• Project Overview• Background• Scope• Objectives• Status• More Information...

UNeDocs Overview Slide 2

UNeDocs – from yesterday

through to tomorrow

A single data modelling approach for:• Paper documents • Electronic documents which are simply

equivalent to paper documents• Structured electronic documents UNEDIFACT,

Cargoimp, VDA, XML etc.• Snippets, e.g. Web/Service Orientated

eTransactions

March 2007

UNeDocs Overview Slide 3

UNeDocs Project

• To facilitate international trade by providing a migration path towards paperless trade by:

– developing a cross-domain, multimodal cross-border Core Component data model mapped to the United Nations Trade Data Element Directory (UNTDED)

– publishing and maintaining a set of UN/CEFACT syntax implementation standards including EDIFACT, XML amd aligned paper document layouts

• To support maintainable national, regional and industry-focussed contextual implementations by:

– delivering Capacity Building Workshops– developing and publishing UNeDocs

implementation guidance documentation.

March 2007

UNeDocs Overview Slide 4

Background

2002: UN/ECE Secretariat and UK’s SITPRO signed an MoU to combine the UN/ECE UNeDocs ‘proof of concept’ projectwith the SITPRO ElecTra project and to collaborate on the future development of UNeDocs

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

2006: TBG2 project team complete first version UNeDocs Core Component Data Model in collaboration with TBG3 Transport Group

March 2007

UNeDocs Overview Slide 5

UNeDocs Process Scope

Buy Pay Ship

Prepare for export

Import Prepare

for import Transport Export

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.

Regulatory Procedures•Obtain im/export licenses etc.•Provide Customs Declarations•Provide cargo Declarations•Apply security measures•Clear goods

Financial Procedures•Provide credit rating•Insurance•Execute payment•Issue statements

International Trade Reference Model

March 2007

UNeDocs Overview Slide 6

UN/CEFACT Global Supply Chain Business Standards

TBG18 Agriculture

TBG5Finance

TBG8 Insurance

TBG13Environment

TBG1Supply Chain

TBG4WCO DM

TBG3Transport

TBG2Digital Paper

United Nations Trade Data Elements Directory (UNTDED)

TBG15Trade

Facilitation

TBG15 International Trade Single Window

TBG19 eGov

TBG17 UN/CEFACT Core Component Library

TBG14 International Supply Chain Model & TBG2 UNeDocs Data Model

March 2007

UNeDocs Overview Slide 7

Standards Foundation

 • UNCEFACT Trade Reference Model for the International

Purchase and Supply Chain (TBG14)• UNCEFACT Unified Modelling Methodology - UMM (TMG/BP)• UNCEFACT Core Components Technical Specification -

CCTS (TMG/CC)• UNCEFACT Core Component Library (TBG17)• UNCEFACT XML Naming and Design Rules (ATG2)• UNCEFACT UN/EDIFACT Directory (ATG1)• United Nations Trade Data Elements Directory (UNTDED)• United Nations Layout Key (UNLK) – UN/ECE Rec. 1

March 2007

UNeDocs Overview Slide 8

UN Layout Key

UNeDocs Overview Slide 8

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.

March 2007

UNeDocs Overview Slide 9

UN Trade Data Element Directory

UNTDED

March 2007

UNeDocs Overview Slide 10

UN Layout Mapping Example

2280 Transport Means. Actual Departure. Date TimeDate and or time of the departure of means

of transportFlight Date, Sailing Datean..17UNLK: L 17, P 16

UIDNameDefinition

SynonymRepr.Mapping

March 2007

UNeDocs Overview Slide 11

Multi Function Document Types

• Commercial Invoice•Document/message claiming payment for goods or services supplied under conditions agreed between seller and buyer.

• Self-Billed Invoice•An invoice the invoicee is producing instead of the seller.

• Consular Invoice•Document/message to be prepared by an exporter in his country and presented to a diplomatic representation of the importing country for endorsement and subsequently to be presented by the importer in connection with the import of the goods described therein.

• Customs Invoice•Document/message required by the Customs in an importing country in which an exporter states the invoice or other price (e.g. selling price, price of identical goods), and specifies costs for freight, insurance and packing, etc., terms of delivery and payment, for the purpose of determining the Customs value in the importing country of goods consigned to that country.

March 2007

UNeDocs Overview Slide 12

Combined Approach

Paper Documentaligned to UN Layout Key

Electronic Document ExchangeXML or UN/EDIFACT

Electronic Edit Form

<?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:1.0:0.70UBL_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>

March 2007

UNeDocs Overview Slide 13March 2007

Slide 14

Trade InsuranceTransportMaterials

Management

CustomsOther Govt. Agencies

Single WindowInternational Trade

Payment

B2G

G2G

B2B

UNeDocs

WCO DM

Global TradeSingle Window

March 2007

January 2007 UNeDocs Overview Slide 15

UNeDocs Project Status

• Step 5 UN/CEFACT Open Development Process• 30 day Public Review launched this week

• High-Level Business Requirements Specification

• V2.0 Framework Data Model• 12 Example Document Structures• New web-site including comments forms

• This week• Updated Project Document• Further developed UNeDocs Document

Refinement Methodology with Export Customs Declaration examples

January 2007 UNeDocs Overview Slide 16

Summary

A combination of cross-border business requirements collected from the TBG domain Working Groups and the necessary international regulatory requirements collated in conjunction with the WCO, paper-based Convention stakeholders and the Trade Facilitation work of TBG15.

A harmonised, multimodal cross-domain data model based on the reuse of the UN/CEFACT Core Component Library plus pre-harmonised contributions to the further development of the Library.

The application of a holistic approach which incorporates the deployment of all relevant UN/CEFACT instruments and standards.

The development of coordinated implementation specifications for paper, eforms, UN/EDIFACT and XML document formats and structures.

UNeDocs Overview Slide 17

UNeDocs

http://www.cen.eu/UNCEFACTforum/TBG/TBG2/tbg2_unedocs.htm

Visit our new web-site:

March 2007

Project leads: Michael Dill ([email protected]) and Sue Probert ([email protected])