Supplier EDI Questionnaire

Transcription

1 Company Name Address Line 1: Address Line 2: Address Line 3: City: County: Country: Post Code: Supplier EDI Questionnaire Main Telephone (Switchboard): Main Fax: Questionnaire Contact Name: Forename Surname Questionnaire Contact Job : Questionnaire Contact Department: Questionnaire Contact Telephone: Direct Mobile Questionnaire Contact Q1. Do you already exchange EDI messages? If no, do you have plans to exchange EDI message in the next 12 months? If the answer to both of these questions is No - please state reason If the answer to either of these questions is No - go to Q10. Q2. On which of these communications options are you able to exchange EDI messages? AMMX Yes No AS2 Yes No FTP Yes No FTPS Yes No GXS Tradanet VAN Yes No IBM/Sterling VAN Yes No Other VAN (please specify) Yes No Web Yes No Yes No Other (please specify) Yes No Which transfer mechanism do you prefer to use and why? page 1 of 8 pages

2 Q3a. Which of these EDI /s do you currently exchange with your other customers? ORDERS? INVOICES? PRICED CATALOGUE DATA? Advanced Shipping Notification (ASN)? page 2 of 8 pages

3 PROOF OF DELIVERY? CREDIT NOTES DEBIT NOTES? Q3b. What is your preferred message standard? Orders Invoices Priced Catalogue Data Advanced Shipping Notification (ASN) Proof of Delivery Credit Notes Debit Notes page 3 of 8 pages

4 Q4a. are orders fed into your ordering system? Received by phone Received by fax Received by web form Received by post Received by EDI Printed and manually keyed Automatically uploaded (interfaced to applications) Viewed before upload? Q4b. If EDI orders are printed and manually keyed now, do you have plans to automatically upload them in the next 12 months? Q5. What is the latest time, orders need to be received for same day processing, or to satisfy the agreed lead-time? am/ p.m. Q6. frequently do you collect orders/ send invoices/other messages from the various networks that you use? (IF THESE ARE SPECIFIC TIMES - PLEASE STATE MESSAGE TYPE, NETWORKS AND TIMES) Q7a. much notice is normally required before testing with an EDI Trading Partner? Q7b. What is your normal testing time between receipt of a first test EDI message & live start-up? Q8. What is your existing EDI software, version and type? Software Supplier s name Software Name & Release (version) Hardware platform EDI Solution Provider Q9. Do you have a software module that will take EDI orders and return them as an EDI invoice or other EDI messages? If Yes, please state Customer and or solution provider Q10. Do you use a web form supplied by one or more of your other Customers for orders or invoices or for any other of the documents listed below in question 11? If Yes, please state Specific Customer and or solution provider page 4 of 8 pages

5 Q11. What documents do you currently exchange between yourselves and your customers? Also the details as to volume and method Orders? Invoices? Product Data? Price Data? Order Confirmation/ Acknowledgement? Advanced Shipping Notification? Proof of Delivery? Credit Notes? Debit Notes? customers? documents per month? Method of Exchange as a Percentage of Total Documents EDI Web Post Phone Fax forms ( ) % % % % % % Q12. Who in your organisation should we contact to generally discuss these topics further? Catalogues and prices Name Telephone Orders Name Telephone Booking of supplier deliveries Name Telephone Proof of delivery Name Telephone Invoices Name Telephone Supplier pricing Name Telephone page 5 of 8 pages

6 Product data maintenance Name Telephone Q13. catalogue (product lines) can you supply to the catering industry? Q14. Can you provide the following in the catalogue file? 14a. Agreement Number (or Numbers) for each account or price agreement offered [Yes/No] 14b. Your Customer Reference number for each delivery point/delivery location [Yes/No] 14c. Do you have the address and postcode for each delivery point/delivery location in the event you can t provide 14d below [Yes/No] 14d. Do you have the customers own reference to match to your Customer Reference in point 14b above [Yes/No] 14e. Do you have any other specific references you may have/require, please describe: Q15. Are your invoice numbers unique? Q16. What is your invoicing currency? (e.g. GBP, EUR, USD) Q17. Are your delivery note numbers unique? Q18. Are you able to provide Advance Shipping Notifications (ASN s)? Q19. Please add any additional information that you feel may be relevant. page 6 of 8 pages

7 Specific Customer Information Please enter the Customer specific code notified to you on the invitation to register from AdvanceFirst Technologies Q20. What documents do you currently exchange between yourselves and <Specific Customer>? Also the details as to volume and method Orders? Invoices? Product Data? Price Data? Order Confirmation/ Acknowledgement? Advanced Shipping Notification? Proof of Delivery? Credit Notes Debit Notes? lines per document? documents per month? Method of Exchange as a Percentage of Total Documents EDI Web Post Phone Fax forms ( ) % % % % % % Q21. catalogue (product lines) do you supply to <Specific Customer>? Q22. Who in your organisation should we contact to discuss these Specific Customer topics further? Main contact for this project < Specific Customer> Name Telephone Name of Company if third party Business/Commercial contact for < Specific Customer> Name Telephone Catalogues and prices for < Specific Customer> Name Telephone page 7 of 8 pages

8 Ordering for < Specific Customer> Name Telephone Invoicing for < Specific Customer> Name Telephone Q23. Are there any specific invoicing requirements that you are compelled to provide in your agreement with <Specific Customer> that we should be aware of for message handling formatting. Also please add any additional information that you feel may be relevant. Should you have any questions regarding completing this questionnaire please contact - [email protected] In partnership with page 8 of 8 pages