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Eaton Corporation - EMT and EDI

Rachael Thompson September 2011

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Introduction – Rachael Thompson

• IT Manager of EDI Integration - Eaton Corporation• Team responsible for EDI implementations and support activities for

all Industrial Sector facilities (Hydraulic, Aerospace, and Vehicle) around the world which utilize MFG/PRO

• EDI is currently implemented in more than 40 Databases (Version 7.4, 8.6, 9.0, eB, eB2, and eB2.1), 25 Domains, and 100 Sites

• EMT is currently implemented in more than 10 Databases, 5 Domains, and 25 Sites.

• Bachelor’s Degree Business Administration, Tiffin University

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Agenda

• Eaton’s EMT / EDI evolvement• What exactly is EMT and EDI• Eaton’s customized solutions• Questions?

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Eaton – Overview of EMT/EDI Evolvement• Boston Weatherhead Acquisition

• Customers ordered similar products from Cleveland, TN or Vanwert, OH• Vanwert (7.4) did not have standard EMT or EDI• Customized Multi-Channel process (like EMT)• EC Bridges Solution to export/import EDI• Sterling Gentran to translate EDI

• SwissCo Model• Customers ordered products from US locations• US (PBU) and MX (SBU) locations in same Database (eB)• Utilized “canned” EMT EDI (progress programs)

• Synflex Acquisition• Similar to SwissCo but Aurora (eB2.1) did not have “canned” EMT EDI• Could implement IC Model (Ecommerce-Gentran-Ecommerce)• Transformations SNF-SNF reduces processing time and resources• Implementations quick and consistent

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Acronyms - EMT and EDI• EMT = Enterprise Material Transfer• EDI = Electronic Data Interchange• PBU = Primary Business Unit• SBU = Secondary Business Unit• DIR-SHIP = Shipment from SBU directly to Customer• TRANSHIP = Shipment from SBU to PBU• SO = Sales Order• PO = Purchase Order (EDI 850)• POA = PO Acknowledgement (EDI 855)• POC = PO Change (EDI 860)• PCA = POC Acknowledgement (EDI 865)• ASN = Advanced Shipping Notice (EDI 856)• PS = Planning Schedule (EDI 830)

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Definitions of EMT and EDI

• Enterprise Material Transfer (EMT) enables you to automatically translate a Sales Order into a Purchase Order which can then be transmitted to your supplier.

• Electronic Data Interchange (EDI) enables you to electronically export, send, receive, and import business documents thus eliminating manual entry.

• PBU SO <EMT> PBU PO <EDI> SBU SO

PBU SO

PSO456

PBU PO

PPO789

SBU SO

SSO789

EMT EDI

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Manual Intervention Comparison

NO EMT or EDIACTION PBU SBU

7.1.1 X  5.7 X  

CONTACT X X7.1.1   X

EMT ONLYACTION PBU SBU

7.1.1 X  5.7    

CONTACT X X7.1.1   X

EMT and EDIACTION PBU SBU

7.1.1 X  5.7    

CONTACT    7.1.1    

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Creating an EMT Order

• PBU Location• 7.1.1 – SO created (either manually or electronic import)• 5.7 – PO automatically created if item is setup as EMT• 35.4.9 – PO electronically exported

• SBU Location• 35.1 – PO electronically imported• 7.1.1 – SO automatically created and confirmed• 35.4.5 – POA electronically exported from SBU

• PBU Location• 35.1 – POA electronically imported into PBU

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Modifying an EMT Order

• PBU Location• 7.1.1 – SO manually modified• 5.7 – PO automatically modified• 35.22.16 – POC electronically exported

• SBU Location• 35.1 – POC electronically imported• 7.1.1 – SO automatically modified• 35.22.15 – PCA electronically exported

• PBU Location• 35.1 – PCA electronically imported

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Picking/Shipping an EMT Order

• SBU Location (Picking)• 7.9.1/2 – SO Shipper manually created• 35.22.15 – PCA electronically exported

• PBU Location• 35.1 – PCA electronically imported• 7.1.1 – SO automatically updated as “picked”

• SBU Location (Shipping)• 7.9.5 – SO Shipper confirmed• 35.4.1 – ASN electronically exported

• PBU Location• 35.1 – ASN electronically imported• 5.5.5.6 – PO Shipper automatically created

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Receiving an EMT Order

• PBU Location (TRANSHIP)• 5.13.20 – PO Shipper manually received• 7.9.1/2 – SO Shipper manually created• 7.9.5 – SO Shipper manually confirmed

• PBU Location (DIR-SHIP)• 5.13.20 – PO Shipper automatically received• 7.9.1/2 – SO Shipper automatically created• 7.9.5 – SO Shipper automatically confirmed

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Behind the Scenes (po_xmit, trq_mstr, cmf_mstr)• Whenever EMT POs are created, changed, exported, and/or acknowledged, the

po_mstr.po_xmit is updated to reflect the status of the PO as follows:• 1 – EMT PO Created• 2 – EMT PO Exported• 3 – EMT PO Acknowledged• 4 – EMT PO Changed• 5 – EMT POC Exported

• Whenever EMT POs are created, changed, exported, acknowledged, or shipped a trq_mstr record is created to indicate a respective EDI transaction can be exported as follows:• ORDERS – EMT PO (850)• ORDCHG – EMT PO Change (860)• ORDRSP-I – EMT PO Acknowledgement (855)• ORDRSP-C – EMT PO Change Acknowledgement (865) • ORDRSP-S – EMT PO Change Acknowledgement (865)• ASN – Advanced Shipping Notice (856)

• Whenever EMT POs are changed, a cmf_mstr record is created to indicate an EDI transaction can be exported. They get deleted from SBU after EDI transaction (ex. 865 or 856) is exported. They get deleted from the PBU only after an EDI PCA (865) is imported.

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EDI Import ERROR Examples

• EDI Import ERRORs occur for a variety of reasons.• ERRORs during EDI Import of 860 into SBU:

• ERROR: Purchase Order does not exist PO12345.• ERROR: SO SO12345 Line 1 Picked qty 123.• ERROR: Change not allowed. Line(s) already picked.• ERROR: PO change not loaded. CMF acknowledgement exists.

• ERRORs during EDI Import of 856 or 865 into PBU:• ERROR: PO is closed P1234509/25/11.• ERROR: Line is closed or canceled for PO PO12345 IT1234 S1.• ERROR: Order not for this supplier PO12345.• ERROR: Changes exist for PO12345.

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Eaton Corporation Customizations

• Stranded trq_mstr records happen for a variety of reasons and as the number increases then the EDI processing times also increase exponentially. Eaton has designed a customized program to automatically delete stranded trq_mstr records to run on a daily basis.

• Stranded cmf_mstr records also happen for a variety of reasons and prevent future updates or processing of the corresponding SO/PO. Eaton is currently designing a customized program to automatically delete stranded cmf_mstr records to run after the 860 export.

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Eaton Corporation Customizations • Eaton currently emails EDI Import ERRORs to respective employees

who can take immediate action. However, sometimes the action is delayed or there is simply no immediate action which can be taken. Therefore, Eaton has designed a customized program to create an EMT Audit Report. A program is first executed on the SBU Database to export all of the EMT SO information. Another program is then executed on the PBU Database to compare that SBU information to all of the EMT SO/PO information available in the PBU Database. The discrepancies are then output to another file and emailed to the respective employee who can perform the remaining actions to fix them.

• Eaton customized an EMT process to automatically copy PBU Customer Schedule header/detail information into PBU Supplier Schedules and transfer that information down to the SBU automatically creating Customer Schedules. Standard EDI then transfers the demand from the PBU to the SBU.

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Standard EMT Setup Programs/Menus

MENU DESCRIPTION PBU SBU NOTES2.3.1 Supplier Maintenance X    

1.1.13 Site Maintenance X X  2.12 Company Address Maintenance   X  2.1.1 Customer Maintenance   X  1.4.1 Item Master X X EMT Type (NON-EMT, TRANSHIP, DIR-SHIP)

1.4.17 Item-Site Planning Maintenance O O  1.16 Customer Item Maintenance   X  1.19 Supplier Item Maintenance X    

7.1.24 Sales Order Control X X  5.24 Purchasing Control X   Require Acknowledgement?

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Standard EDI Setup Programs/Menus

Program Description Menu 9.0 eB Menu eB2 Menu eB2.1eddmnmt.p Domain Cross Reference Maint     35.11.1edssmt.p EC Subsystem Definition Maint 35.21.13.1 35.13.1 35.13.1edcpm.p ECommerce Control 35.21.13.24 35.13.24 35.13.24edtpload.p Trading Partner Library Load 35.21.17.7 35.17.7 35.17.7edsxxmt.p EC Subsystem/Exchange Maint 35.21.13.4 35.13.3 35.13.3edtgmt.p Transmission Group Maintenance 35.21.13.13 35.13.13 35.13.13edtrptmt.p Trading Partner Maintenance 35.21.13.7 35.13.7 35.13.7edtppmmt.p Trading Partner Parameter Maint 35.21.13.10 35.13.10 35.13.10

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TP Maintenance – PBU 850/860 Outbound

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TP Maintenance – SBU 850/860 Inbound

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TP Maintenance – SBU 855/865/856 Outbound

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TP Maintenance – PBU 855/856/865 Inbound

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Questions and Answers

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