Sourcebooks, Inc. BISG/BEA 2007 Panel Toward a More Profitable Bottom Line Understanding EDI Lynn Dilger Sourcebooks, Inc.

What is EDI? Electronic Data Interchange Send/receive orders and invoices Quicker and more efficient then fax or mail

Sourcebooks, Inc. Benefits and Efficiencies Transfers information faster and more accurately Automates routine transactions Shortens transaction processing cycles Provides Quick Response capability Reduces/eliminates manual handling of data, errors and rework Improved resource allocation Consolidate purchase orders/shipping Reduces shipping discrepancies and PODs Lowers freight costs Builds closer business partnerships Improves productivity and business controls Improves cash-flow management Creates a competitive advantage

Sourcebooks, Inc. How did Sourcebooks get involved in EDI? Customers (booksellers, wholesalers and distributors) required that we conduct business with them using EDI based transactions

Sourcebooks, Inc. How do I go from… ISA*00* *00* *ZZ* *ZZ* *070418*1807*U*00300* *0*P*>~ GS*PO* * *070418*1807*2323*X*003020BISAC~ ST*850* ~ BEG*00*NE* **070418**AE~ CSH*O~ DTM*001*070902***20~ N1*ST**15* ~ N1*BT**15* ~ PO1*1*15*UN*14.95*SR*IB* *********EN* *UK* ~ CTP******DIS*.52~ DTM*010*070502***20~ PO1*2*37*UN*14.95*SR*IB* *********EN* *UK* ~ CTP******DIS*.52~ CTT*3*7~ SE*17* ~ GE*4*2323~ IEA*1* ~

Sourcebooks, Inc. …to a readable Purchase Order?

Sourcebooks, Inc. Key Transaction Sets Purchase Order (850) Purchase Order Acknowledgement (855) Advance Ship Notice (856) Invoice (810) Functional Acknowledgements (997)

Sourcebooks, Inc. Essentials for starting an EDI Implementation Evaluate current systems Do back office or ERP systems already handle EDI transactions? If not, what upgrades are required? If upgrades are not available, which third party solutions are available? Internal warehouse systems or external fulfillment center Determine partners Start with one transaction set Obtain specs, setup and test Method of Communication VAN or ftp

Sourcebooks, Inc. Essentials for starting an EDI Implementation Additional Resources EDI Implementation Checklist Recipes for Success - BISAC X Version 2 & 3 of EDI Cookbook Conventions for EDI documents and data elements Understanding Standards, Conventions and Guidelines

Sourcebooks, Inc. Thank you! Questions?