The development of EDI Policies and Procedures
EDI Policies and Procedures creation may be an important first step for EDI project teams or the team’s management, whether that management is an individual or an EDI Steering Committee. Some examples of potential subject areas for EDI Policies and Procedures are given below.
Value-Added Network Cost Sharing
In optimal situations, determination as to how trading partners will pay for the inbound and outbound components of EDI transactions.
EDI Document Review
In the EDI environment, will documents require queuing for human review or exception processing prior to sending those documents to trading partners (i.e., purchase orders, invoices shipping notification)? Will queuing for human review or exception processing be required prior to inbound processing by internal applications systems (i.e., buyer’s orders, remittance advice for suppliers)?
EDI Document Archiving
For the target EDI transaction, what are the archive requirements? Archive requirements could come from several sources: internal operations requirements, internal audit, external audit, legal, Internal Revenue Service, or government regulations. Will the archiving requirements dictate that transaction detail or summary level information be retained?
Functional Acknowledgment Utilization
When using VICS EDI, functional acknowledgments are required.
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