Read on to learn about EDI mapping and how the right EDI mapping software can bring efficiency to your EDI processes.
- What is EDI Mapping?
- 3 Benefits of EDI Mapping
- EDI Map Development Best Practices
- EDI Mapping for Modern Businesses
EDI is a standard protocol used for exchanging electronic business documents between different companies and organizations, and EDI mapping is a critical part of it.
What is EDI mapping?
EDI mapping is the process of taking data from one EDI format and transforming it into another so that it can be received and understood by a recipient's system (e.g. ERP, WMS, TMS). This may involve reformatting data, translating codes, or converting file types. Typically, EDI data mapping is performed using specialized software or tools that can automate the process.
Many distributors and retailers have developed specific EDI guidelines that specify the data they want for every transaction. To be EDI compliant, you need a map that corresponds to the required data format of your trading partner.
During an EDI to ERP mapping event, data structures are translated from an EDI standard format (EDIFACT, ANSI X12, OFTP2, etc.) to a proprietary file that can be easily ingested into a back end system (CSV format, txt, SAP IDoc, Flat File, or another ERP specific format).
It is important to note that EDI mapping software allows EDI platforms to create EDI maps bidirectionally, originating from an ERP, or originating from a trading partner. So, IDoc to EDI mapping is the reverse of EDI mapping to IDoc.
The diagram below illustrates one of many EDI mapping examples using an EDI mapping tool like Cleo Integration Cloud:
In this example, the SAP ERP system on the lefthand side uses an IDoc internal format. To communicate a message to a trading partner, that IDoc file needs to be converted into an EDI transaction and sent to a trading partner using a standardized EDI Format like ANSI X12 or EDIFACT.
Because the trading partner's ERP (Acumatica) uses JSON for its internal format, the EDI file is converted into a JSON file before being ingested into Acumatica ERP on the righthand side.
3 benefits of EDI mapping
Automation – EDI mapping automatically sends external data to critical internal systems, creating a repeatable process.
Accuracy – EDI mapping eliminates manual processes, eliminating the risk for user error, and ensuring EDI data is accurately imported into back-end systems.
Connection – EDI mapping allows for the creation of formats like XML or flat file that can easily be used to communicate EDI data to business trading partners.
Successful electronic data interchange implementations must begin with the development and employment of efficient object naming conventions using “best practices,” to avoid aggravation and redevelopment at a later time.
This is of particular advantage when creating files (tables) to store EDI data.
File tables are created during the implementation and deployment of EDI interface/staging files and in support of both inbound and outbound EDI transactions.
EDI Map Development Best Practices - Files and Fields
EDI map development involves the creation of interface files to translate one form of data into another.
EDI interface files generally support both the Enterprise Resource Planning (ERP) applications and the EDI transactions exchanged with trading partners.
The types of files used depend on business requirements and how you will process data within the ERP. Implementation could be affected by the degree of external programming, and how many custom programs are designed for interfacing with the EDI database files.
When creating EDI interface files, it is important to develop and standardize in-house naming conventions that can be used for all files.
This will help to identify a file’s purpose and keep your files organized. Remember, you may not be the only source who must use or have access to these files. Below is a list (with examples) of items that should be considered when developing both a file and field naming scheme:
- Direction Code: In, Out, Send, Receive
- Map/Transaction Type: 810, 850, INV, PO
- Structured Data Levels: Header, Detail, Address, Note
- Segment Labels: BEG, IT1, N1, MSG
- Element Labels: BEG01, IT102, N104
When identifying field (column) names, taking the time to include Element ID and Element Description detail will speak volumes when future technicians must figure out the data because the original file specs conveniently disappeared.
One recommendation is to include all Segment and Element descriptions in the metadata. This also significantly simplifies field searching when building maps or developing programs.
Consider the following two examples:
Field Name: “PONUM” Description: “Purchase Order Number BEG03”
Field Name: “CSTORD” Description: “Cust Ord #”
A glance will quickly reveal how the simple use of common and consistent conventions can have a noticeable effect on interfaces (programs, maps, etc) that access data, by improving search functions and removing the possibility of field misuse and abuse.
By taking the time to define and apply best-practice naming conventions before any development, EDI interfaces can be built once and used many times.
The alternative is to make customized changes until the interface (and the adding of new objects) grows out of control. Keeping your files and fields organized by using standards for naming and descriptions can make mapping a breeze.
EDI Mapping for Modern Businesses
EDI mapping is critical to meeting trading partner demands, eliminating manual entry, and streamlining the movement of data from front-end to back-end systems.
Modern EDI mapping software lets you convert EDI to other prevalent data formats, as well as to other EDI formats. This EDI mapping process will deliver complete control over business data, as well as enhanced EDI visibility through the delivery of accurate and automated EDI data to the back-end systems.
Here is an example diagram of an EDI map for a hypothetical trading partner:
The creation and maintenance of one or two EDI maps can be done in-house, but as standards change, certificates expire, and trading partner demands grow, companies are increasingly likely to adopt a managed services approach to EDI mapping.
The Best EDI Mapping Software in the Industry
Cleo offers a bit of everything to meet your EDI needs, from automated EDI mapping software for faster trading partner onboarding, to self-managed EDI integration processes for greater internal integration control and agility.
Because Cleo has become an industry leader in the EDI mapping software space, we offer out-of-the-box EDI maps for connecting to major companies across the supply chain.
With Cleo, EDI mapping is taken care of and you can focus on what's most important to your business: your customers.
Cleo's cloud-based EDI platform automates EDI mapping processes that connect, transform, and route EDI and non-EDI documents between internal and business partner applications, without the need for custom code.