EDI Standards and Setup for ERP Integrations Training Course

EDI Standards and Setup for ERP Integrations Training Course

Introduction

In today's interconnected digital economy, Electronic Data Interchange (EDI) remains the cornerstone of supply chain optimization and B2B automation. Effective management of vast commercial data from Purchase Orders (850) to Invoices (810) and Advance Ship Notices (856) is critical. However, many organizations face challenges when integrating their EDI processes with their core Enterprise Resource Planning (ERP) systems, leading to data silos, manual re-entry, increased errors, and cycle delays. This course addresses this vital gap, providing comprehensive, hands-on knowledge to master EDI standards like ANSI X12 and EDIFACT, and execute seamless ERP integration with platforms such as SAP, Oracle, and Microsoft Dynamics 365.

EDI Standards and Setup for ERP Integrations Training Course is designed to transform business and IT professionals into proficient practitioners of EDI-ERP integration. We will explore the latest B2B integration trends, including the coexistence of EDI and API connectivity, the role of AI-driven data mapping, and strategies for achieving real-time data visibility and compliance. By focusing on practical implementation best practices and advanced data transformation techniques, participants will gain the expertise to streamline procure-to-pay and order-to-cash cycles, reduce operational costs, and build a highly resilient and automated digital supply chain. The ultimate goal is to enable organizations to unlock the full potential of their ERP investment through robust, error-free electronic document exchange.

Course Duration

5 days

Course Objectives

1. Master ANSI X12 and EDIFACT Standards for global B2B transactions.
2. Design EDI-ERP Integration Architectures
3. Perform comprehensive EDI Data Mapping and Data Transformation processes.
4. Configure Transaction Sets for core business cycles.
5. Ensure EDI Compliance and mitigate risks related to e-invoicing and regulations.
6. Implement and test secure Communication Protocols
7. Troubleshoot and resolve common EDI Exceptions and Functional Acknowledgement issues.
8. Streamline Trading Partner Onboarding using best practices and automation.
9. Optimize Order-to-Cash and Procure-to-Pay cycles through EDI automation.
10. Leverage Cloud ERP and Hybrid Integration Platforms for scalability.
11. Introduce concepts of AI in EDI for mapping and predictive analytics.
12. Establish robust Data Quality and Error Handling mechanisms in the workflow.
13. Drive Digital Transformation by fully integrating B2B processes with core ERP.

Target Audiences

1. EDI Analysts / Specialists
2. ERP Implementation Consultants
3. Supply Chain and Logistics Managers
4. IT/Integration Developers
5. Business Process Owners
6. System Administrators
7. B2B Integration Architects
8. IT Project Managers

Course Modules with Case Studies

Module 1: EDI and ERP Integration Fundamentals

• Introduction to Electronic Data Interchange (EDI) architecture and components.
• Understanding core EDI standards.
• The business case for EDI-ERP Integration: Automation, cost savings, data quality.
• Case Study: A global retailer reduces manual order entry errors by 90% via integrated EDI.
• Difference between direct integration, VAN (Value Added Network), and modern API-led B2B integration.

Module 2: EDI Standards & Transaction Sets (Documents)

• In-depth analysis of key X12 transaction sets
• Structure of an EDI document
• Mastering the Functional Acknowledgement (997) and its role in compliance.
• Case Study: Implementing EDI 856 for a manufacturing company to achieve supply chain visibility.
• Review of industry-specific standards

Module 3: ERP Integration Points and Data Flow

• Identifying key ERP interfaces and required internal file formats
• Defining Inbound and Outbound data flows.
• Understanding master data requirements and synchronization between EDI and ERP.
• Case Study: Integrating customer EDI 850 directly into the SAP Sales Order module.
• Best practices for using middleware or Integration Platforms as a Service (iPaaS).

Module 4: Practical EDI Mapping and Translation

• Principles of Data Mapping.
• Hands-on exercises with an EDI Translator tool for map creation.
• Implementing Conditional Logic and complex mapping rules
• Case Study: Mapping EDIFACT D96A ORDERS to an Oracle ERP internal purchase requisition format.
• Strategies for maintaining and versioning EDI Maps for multiple trading partners.

Module 5: Communication Protocols and Security

• Setting up secure communication protocols.
• Implementing digital certificates and encryption for data security
• Configuring connection settings for a Value Added Network (VAN).
• Case Study: Securely exchanging EDI healthcare claims using an AS2 gateway.
• Monitoring and auditing data transmission logs for non-repudiation.

Module 6: Trading Partner Onboarding Lifecycle

• The Trading Partner Implementation Guide.
• The EDI Testing process.
• Managing Go-Live procedures and post-implementation hypercare.
• Case Study: Rapidly onboarding 5 new key suppliers in under one month with standardized templates.
• Establishing service level agreements with partners and EDI providers.

Module 7: Advanced Concepts and Troubleshooting

• Developing effective Error Handling and Exception Management workflows.
• Leveraging Business Process Modeling for complex EDI scenarios.
• Performance optimization: handling High-Volume EDI transactions and batch processing.
• Case Study: Troubleshooting a recurring data integrity issue that was causing ERP posting failures.
• Introduction to API-EDI Hybrid approaches for real-time visibility.

Module 8: Governance and Future of B2B Integration

• Establishing EDI Governance policies and organizational structures.
• Key Performance Indicators for measuring EDI success
• The impact of Cloud ERP on integration strategy.
• Case Study: A company transitions from a legacy on-premise EDI system to a modern iPaaS solution.
• AI, Machine Learning, and Blockchain in supply chain B2B.

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

• Interactive lectures and presentations.
• Group discussions and brainstorming sessions.
• Hands-on exercises using real-world datasets.
• Role-playing and scenario-based simulations.
• Analysis of case studies to bridge theory and practice.
• Peer-to-peer learning and networking.
• Expert-led Q&A sessions.
• Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.