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EDI vs EOD for order management (part 2)

Donna Smith

Training & Implementation Consultant

Donna.Smith@exlibrisgroup.com

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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!