PEPPOL BII workshop

PEPPOL ConferenceMalmø

February 11th 2010

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

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

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

Who are you?

What is CENBII?

CEN workshop on Business Interoperability interfaces in Public procurement in Europe

•Message content and business process•UBL-UN/CEFACT convergence•Toolbox•Pilot support

Background

• IDABC initiatives on eProcurement• NES• CODICE• CIP i2010 roadmap pilot projects• Danish cost savings initiatives

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.

Objectives

• Interoperability

• Harmonization

• Prove it!

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 .

Interoperabillity

Proces level

Data level

Technical level

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

CENBII is representing new generation of EDI

EDIfact

X12

ebXML

CENBII + PEDRI

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

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

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

CENBII is representing new generation of EDI

EDIfact

X12

ebXML

CENBII + PEDRI

Artifact safari by Georg

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

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

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

A business party in a profile may have more than one role

Customer

Buyer

Debitor

Ordering

Billing

Customer

Seller

Debitor

A profile consist of reusable components

Business Process

Profile

Collaboration

Transaction

Document

CENBII profile architecture by Georg

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

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

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.

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

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..*

Lunchtime – back 13.30

Document architecture

• What is a business document?• CCTS• CCTS data types• Core document components• Customization and syntax mapping

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

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

CCTS Data types

• Numeric• Amount• Quantity• Identifier (ID)• Name• Text• Meassure• Rate

• Percent• Binary objects• Value• Decimal• Date• Time• DateTime• Code

Some important attributes in types

• currencyCode (Amount)• languageID (Name, Text)• unitCode (Quantity, Messure)• schemeID (Identifier)• schemeAgentcyID (Identifier• listID (CodeType)• listAgentcyID (CodeType• mimeCode (BinaryObject)

Core component: Address

Core component: Party

Customization

• In some contexts the core components contains two much information

• An implementation can choose to restrict components for the whole subset

CENBII Contextualization of address

Party PostalAddress• ID• Postbox• StreetName• Additional StreetName• BuildingNumber• Department• …

Delevery/Location/Address• StreetName• Additional StreetName• BuildingNumber• Department• …

Subset customization

Core Invoice, Party Full Invoice, Party

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)

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

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)

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

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

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

Business documents, Pre awarding

I want to show you some slides

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)

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

Catalogue collaborations

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

Item and Item Quantity location

Advanced Procurement with dispatch

Collaboration relations

Order model

Order Line and Line Item

Order response simple

Order Response (advanced)

Despatch advice

Despatch Line

Invoice model (core)

Document reference (core)

Delivery

Payment means and payment temrs model (Core)

Full model

Allowance charge

Invoice line (core)

Thank you for your time

Learn more:www.cen.eu/cwa/bii

plb@ebconnect.dkgeorg@eykur.is

We hope to see you in the CENBII2 workshop