PEPPOL BII workshop PEPPOL Conference Malmø February 11 th 2010.
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Transcript of PEPPOL BII workshop PEPPOL Conference Malmø February 11 th 2010.
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PEPPOL BII workshop
PEPPOL ConferenceMalmø
February 11th 2010
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Agenda for today
• Who is who?• CENBII Introduction• CENBII Profile concept and architecture• ePrior (example of implementing CENBII)• Lunch• Document concepts and architecture• Pre awarding documents• Post awarding documents• Guidelines
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Timetable
Time Subject Presenter Duration Material
10:00 CENBII introduction and background
Peter 15 minutes
10:15 CENBII deliverables overview
Peter 20 minutes
10:35 CENBII artifact safari (work though to documentation)
Georg 20 minutes Cenbii.eu website
10:55 Break11:00 CENBII profile conceps Peter 20 minutes11:20 CENBII profile architecture Georg 20 minutes Architecture
document11:40 Digit implementation Joao 15-20 minutes12.00 Break (lunch)13.30 Document architecture,
syntax mapping andUBL basic components (party, address, item)
Peter 20 minutes Slides
13.50 Document content, preawarding
Georg 25 minutes Slides
14.15 Document content, postawarding
Peter 25 minutes Slides
15.00 Break15.30 Business rules and
guidelinesGeorg 40 minutes Invoice guideline
15.10 CENBII 2 business plan Peter 15 minutes 15.30 End of workshop Peter/Georg 5 minutes
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Who are we?Peter L. Borresen
• Chairman of CENBII• Director of ebConnect• Associated director of
Document Engineering Sevices
Georg Birgisson
• Editor of CENBII WG1• Director of Eykur
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Who are you?
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What is CENBII?
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CEN workshop on Business Interoperability interfaces in Public procurement in Europe
•Message content and business process•UBL-UN/CEFACT convergence•Toolbox•Pilot support
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Background
• IDABC initiatives on eProcurement• NES• CODICE• CIP i2010 roadmap pilot projects• Danish cost savings initiatives
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Vision
• To save administrative costs 12-20 minutes pr. invoice
• To lowen the prices with a real common electronic marked
• To raise the quality of the business transactions• To agree on common interpretation of the EU
directives• To create non-system depended
interoperability.
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Objectives
• Interoperability
• Harmonization
• Prove it!
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Objectives (full text)
• To identify and document the required business interoperability interfaces related to pan-European electronic transactions in public procurement expressed as a set of technical specifications developed taking due account of current and emerging UN/CEFACT standards in order to ensure global interoperability
• To co-ordinate and provide support to pilot projects implementing the technical specifications in order to remove technical barriers preventing interoperability .
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Interoperabillity
Proces level
Data level
Technical level
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Which parts addresses interoperabillity?
Semantic& process level
Syntax level
Technical level
Interoperability on different levels
Part 1
Part 1 + Part 2
Part 3
Part 4
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CENBII is representing new generation of EDI
EDIfact
X12
ebXML
CENBII + PEDRI
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CENBII is mainly a semantic definition with pontential many implentations
EDIFACT
CENBII
CENBII implementation
e.g UBL
CENBII implementation
e.g UBL
CENBII implementation
e.g UBL
EDIFACT customizatione.g. EANCOM
EDIFACT customizatione.g. EANCOM
EDIFACT customizatione.g. EANCOM
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The CENBII deliverables
Part 0: Introduction
Part 1: Profile
Overview
Part 2: UBL-UN/CEFACT
convergencePart 3: Toolbox
Part 4: Pilot support
Publication at: http://www.cen.eu/cwa/bii
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Business Interoperability interfaces for Public procurement in Europe
Semantic& process level
Syntax level
Technical level
Interoperability on different levels
Part 1
Part 1 + Part 2
Part 3
Part 4
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CENBII is representing new generation of EDI
EDIfact
X12
ebXML
CENBII + PEDRI
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Artifact safari by Georg
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What is a CENBII profile?
• A profile of a business process• A CENBII profile is a orchestration of exchanged
documents between two business parties• A CENBII profile can be used to form an
collaboration agreement• A CENBII Profile can be broken down to
collaborations• To form a full procurement process, more profiles
my be needed
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The evolution of profiles
• OIOUBL– Denmark public authorities– 2005
• NES - North European Subset– North European and UK cooperation– 2007
• BII – Business Interoperability and Interchange– European specification , published by CEN– December 2009– Contains all NES profiles in upgraded version
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Profile key components
• Business process– Specification of an electronic business process.
• Collaboration– Generic sub processes that can be linked together
to form business process• Transaction
– A set of data (information) sent from one partner to another, relevant to an activity within the process
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A business party in a profile may have more than one role
Customer
Buyer
Debitor
Ordering
Billing
Customer
Seller
Debitor
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A profile consist of reusable components
Business Process
Profile
Collaboration
Transaction
Document
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CENBII profile architecture by Georg
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BII03 Ordering
BII04 Invoice only
BII05 Billing
BII06 procurement
Profile migration
Ordering Invoicing Dispute resolution
Invoicing
Ordering
Dispute resolutionInvoicing
OrderingSimple reply Line reply
Counter offer reply Invoicing Dispute
Dispute resolution Dispatch
BII19 - Advanced Procurementx x x x x x x
BII13 - Advanced Procurement with dispatch
x x x x x x x x
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More profiles
Catalogues, statement, ofl.• BII01 - Catalogue only • BII02 - Catalogue update • BII17 - Multi party catalogue • BII16 - Catalogue deletion • BII23 - Invoice only with dispute • BII09 - Customs Bill • BII15 - Scanned Invoice • BII18 - Punch-out • BII20 - Customer Initiated Sourcing • BII21 - Statement
Tendering, support tools• BII10 - Tender Notification • BII11 - Qualification • BII12 - Tendering Simple • BII14 - Prior Information Notice • BII22 - Call for Tender
• BII24 - Attachment Document • BII25 - Status Request • BII26 - Retrieve Business Document
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The players
• Business partners– The participants in business process. In procurement
these are the Customer and the Supplier. Business partner are the responsible parties for the process as whole
• Role– Roles change depending on the activity in the process
• Party– The entity that carries out a role. Parties are the business
partners themselves or work under their authorization.
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Roles and actorsCu
stom
er
Supp
ler
Economic operator
Dispatcher
Creditor
Payee
Purchasing authority
Receiver
Debtor
Payer
Purchasing
Delivery
Billing
Settlement
Business partner
Role Party Business partner
RoleParty
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CENBII Meta modelclass Metamodel Class diagr...
Profile
Business Process Business partner
Authrized Role
Business Transaction
Business Collaboration
Business rules
Transaction Data Model
Syntax message
Information Element
Process rules
Information constraints
Syntax element
+Contains 0..*
+Used in 1..*
0..*
+Governs
0..*
1..*
+Governs
1..*
+Is a component of
1..*
+Defines choreography of1..*
+carries 1..*
+Maps to 1..*
+Used in 1..*
+uses
1..*
+Carried out by
2
+Participatein1..*
+Is played by 1
+Acts in 1..*
+Is part of
1..*
+Contains1..*
+Participate in
1..*
+Carried out by
1..*
+Used in
1..*
+Requires
1..*
+Governs0..*
+Contains 1..*
+Commits to
1..*
+Commits
2
+Implemented by
1..*+Impelements
1..*
+is constrained by 0..*
+applies to 1..*
+is part of
1
+contains
1..*
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Lunchtime – back 13.30
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Document architecture
• What is a business document?• CCTS• CCTS data types• Core document components• Customization and syntax mapping
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What is a business document?
• A formal exchange of a defined set of business information
• Can serve to prove a status of a business process
• Business documents are often backed up by legislation and partner agreements.
• Business documents need a level of standardization
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Core Components Technical Specification
• Technology independent (only aggregation)• Data types based on Simplification of XSD data
typesABIE
ASBIE BBIE Type
Attribute
Document
ACC
BBCC
ASCC
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CCTS Data types
• Numeric• Amount• Quantity• Identifier (ID)• Name• Text• Meassure• Rate
• Percent• Binary objects• Value• Decimal• Date• Time• DateTime• Code
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Some important attributes in types
• currencyCode (Amount)• languageID (Name, Text)• unitCode (Quantity, Messure)• schemeID (Identifier)• schemeAgentcyID (Identifier• listID (CodeType)• listAgentcyID (CodeType• mimeCode (BinaryObject)
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Core component: Address
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Core component: Party
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Customization
• In some contexts the core components contains two much information
• An implementation can choose to restrict components for the whole subset
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CENBII Contextualization of address
Party PostalAddress• ID• Postbox• StreetName• Additional StreetName• BuildingNumber• Department• …
Delevery/Location/Address• StreetName• Additional StreetName• BuildingNumber• Department• …
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Subset customization
Core Invoice, Party Full Invoice, Party
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Standard vs. customization
• The standard is the “raw” material• The customization defines a subset of the stadard
of which it will use• The customization defines a particular use of the
standard• A standard is defined by a syntax. Validated by XSD• A customization is defined by a set of document
models, codelist and business rules. Validated by Schematron (2nd pass validation)
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CENBII validation strategyDefinition Runtime
Subset schematron
Profile schematron
Geopolitical schematron
Industry schematron
Standard schemas
Application validation
Semanticlevel
Syntaxlevel
Application(value) level
Document XSLT
Standard schemas
Application dll
1st pass
2nd pass
3rd pass
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Exampel: Validation of an ID
Semanticlevel
Syntaxlevel
Application(value) level
Subset schematron
Profile schematron
Geopolitical schematron
Industry schematron
Standard schemas
Application validation
Look up the ID in a webservice
Id must be a VAT number
Id is mandatory
Id must be the same as in Contact/ID
SchemeID and SchemeAgentcyID mandatory, SchemID must be in a list
ID must not contain spaces (XSD:token)
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Levels in business rules
• Profile level rules– How the exchange of a transaction affects the partners’
obligations– How information in transactions interacts with external
information such as contracts– Definition on how update transactions affect exciting data
• Collaboration– Process rules– Information constraints
• Transaction rules– Information constraints
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Information constraints
• Data element cardinality– Optional becomes mandatory in a given context
• Data element Interaction– Formulas, e.g. B = sum of all A’s– Dependency, e.g. if A then B– Relationship, e.g. A > B
• Data element values– Min, max or range– Allowed values, specified by code list
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Syntax mapping
• CENBII is said to be syntax neutral• A syntax mapping is the operational
(runtime) version of CENBII• Currently only syntax mapping to UBL
exists• No syntax mapping fulfills the whole
specification• Syntax mapping is a issue for CENBII2
CENBII
OASIS UBL
UN/CEFACT
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Business documents, Pre awarding
I want to show you some slides
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Business documents, Post awarding
Sourcing
• Catalogue profiles (BII01, BII02, BII16, BII17)• PunchOut (BII18)• CutomerInitiated sourcing (BII20)
Ordering• Basic Order only (BII03)
Billing
• Basic invoice only (BII004)• Billing (BII05)• Scanned invoice (BII15)• Billing with dispute and
reminder (BII08)
Support
• Customs Bill (BII 09)• Statement (BII 21)• Attached Document (BII24)• Status Request (BII25)• Retreive Business Documents (BII26)
Procurement
•Procurement (BII06)•Procument with invoice dispute (BII07)•Advanced procurement with dispute (BII08)•Advanced procurement with dispatch (BII13)•Advanced procurement (BII19)
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Catalogue exchange
• The Catalogue documents are documents to synchronize two parties catalogues
• The sender may not be the seller, but can be catalogue provide e.g. a web site
Seller Contractor
Catalogue provider
Catalogueexchange
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Catalogue collaborations
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The Core cataloguehttp://spec.cenbii.eu/Profiles/Data/html/CoreTrnsDm/BiiCoreTrdm019%20Catalogue;%201.0;%20CENBII/D1.htm?http://spec.cenbii.eu/Profiles/Data/html/CoreTrnsDm/BiiCoreTrdm019%20Catalogue;%201.0;%20CENBII/D5.htm
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Item and Item Quantity location
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Advanced Procurement with dispatch
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Collaboration relations
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Order model
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Order Line and Line Item
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Order response simple
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Order Response (advanced)
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Despatch advice
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Despatch Line
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Invoice model (core)
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Document reference (core)
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Delivery
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Payment means and payment temrs model (Core)
Full model
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Allowance charge
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Invoice line (core)
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Thank you for your time
Learn more:www.cen.eu/cwa/bii
[email protected]@eykur.is
We hope to see you in the CENBII2 workshop