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Standardized solutions for eProcurement and eInvoicing

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Interoperable Standardized solutions for eProcurement and eInvoicing Brussels November 24, 2009 Jostein Fr myr jostein.fromyr_at_edisys.no * The interoperability ... – PowerPoint PPT presentation

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Title: Standardized solutions for eProcurement and eInvoicing


1
Standardized solutions for eProcurement and
eInvoicing
Interoperable
  • Brussels
  • November 24, 2009
  • Jostein Frømyr
  • jostein.fromyr_at_edisys.no

2
The interoperability challenge
  • eProcurement, as well as eInvoicing, is more than
    just the exchange of electronic messages!
  • What is the business process?
  • Who is exchanging business documents and in what
    sequence?
  • What are the business rules governing the
    business process?
  • What is the content of each message?
  • What are the business rules governing the
    information content?
  • I which form (syntax and version) should the
    messages be represented
  • Which infrastructure should be used for transport?

3
BII deliverables enables interoperablee-procureme
nts solutions
  • BII Profiles allow for interoperability at the
    organisational level.
  • BII Transactions Data Models allow for
    interoperability at semantic level.
  • BII work with the UBL TC and UN/CEFACT ensures
    that appropriate syntax solutions are available.
    Together with BII syntax binding and toolbox this
    supports interoperability at technical level.
  • Use of BII guidelines on project execution,
    evaluation and testing provides for efficient and
    effective implementations by our users.

3
4
BII addresses the whole eProcurement process
  • The specifications provided by BII supports the
    whole procurement process, from publication of
    the Prior Information Notice through to the final
    Invoice.
  • The BII Profiles for the pre-award area can be
    combined to meet the requirements of most
    procurement procedures.
  • The BII Profiles for the Post-award area
    represents a combination of frequently
    implemented functions.

5
BII Profiles
  • The aim is to
  • facilitate implementation of electronic commerce
    in a standardized way,
  • thereby enabling the development of standardized
    software solutions,
  • as well as efficient connections between trading
    partners
  • without case by case specification of the data
    interchange.
  • The end goal is to reduce the cost of
    implementing support for eProcuremente to a level
    that is economical even for small and medium size
    companies and institutions.
  • A technical specification describing
  • the choreography of the business process(es)
    covered, i.e. a detailed description of the way
    the business partners collaborate to play their
    respective roles and share responsibilities to
    achieve mutually agreed goals with the support of
    their respective information systems,
  • the electronic business transactions exchanged as
    part of the business process and the sequence in
    which these transactions are exchanged,
  • the business rules governing the execution of
    that business process(es), its business
    collaborations and business transactions, as well
    as any constraints on information elements used
    in the transaction data models
  • the information content of the electronic
    business transactions exchanged by pointing to a
    given data model for each of the business
    transactions.

6
Syntax binding
  • As well as determining what business transactions
    are used, the profile restricts their content in
    terms of elements and the cardinality of
    elements. The key standardization aspect of the
    profile description is thus on the organizational
    and semantics interoperability levels rather than
    on syntax within the technical interoperability
    level.
  • Consequently the business transactions within a
    profile can be structured based on different
    message standards/syntax as long it contains all
    thenecessary data elements.
  • Although the profile descriptions and transaction
    data models provided by CEN BII will be neutral
    of syntax, the workshop has agreed to provide
    specifications of how its data models may be
    mapped to defined syntaxes.
  • UBL 2.0 and UN/CEFACT
  • This is done in order provide the market with
    implementable specifications.

Profile
Is used in
Business Transaction
Is mapped to
Syntax message
7
Scalable solutions
  • Trough the use of building blocks
    (collaborations), BII provides for flexible and
    scalable support for the various business
    processes in eProcurement.

8
Different purpose different content
A business document, like the Invoice, serves
different purposes and thus requires different
information content.
The everything Invoice
The marketing Invoice
The control Invoice
The VAT voucher
  • A VAT voucher to justify a posting in the
    accounts
  • A claim for payment
  • A tool to facilitate control and matching against
    order and goods received
  • A tool for market communication
  • The EU directive requires some 20 information
    elements
  • Additional payment and banking related
    information required
  • Additional information elements related to the
    Order required
  • Even further information elements required

9
BII Core Transaction Data Models
The everything Invoice
The marketing Invoice
The control Invoice
The VAT voucher
10
Specifically for the core invoice
  • Aimed at conventional commercial invoice based on
    common best practice
  • Must support (in-scope)
  • All legal requirements as expressed in EU
    directives
  • Cross border as well as domestic trade
  • Order-to-Invoice matching
  • Item identification by ID or description
  • Payment instruction
  • Details of price calculation (allowance and
    charges)
  • Simplified (textual) item characteristics
  • VAT information (rate) at line level
  • Attachments
  • Referencing to contract
  • Automated posing in customer account (accounting
    references), possibly also on line level
  • Pre-payment
  • No agreement
  • Matching against delivery (delivery note ID, were
    and when) Champion Søren
  • Factoring - Champion Søren
  • Very limited information content required
  • Very common in a number of markets

11
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12
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13
The deliverables from BII provides for ...
  • Interoperable and scalable e-procurement
    solutions
  • It allows implementers to start with a focused
    implementation, while still allowing them to grow
    into consistent support for the full
    e-procurement process
  • Removing technical barriers to cross-border and
    cross-sector trade
  • Being aimed at common European needs the same
    specifications and solutions can be used for both
    domestic and cross-border trade
  • Allows member states to focus on specific
    national requirements within a well defined
    framework
  • Being based on common European requirements it is
    expected that the BII deliverables meets most, if
    not all, national needs

13
14
  • Thank you for you attention!
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