Admins · 2 h 22 min
Retail EDI and Peppol e-invoicing
For admins who look after trading partner connections: retailers that trade by EDI, and customers or public bodies that want invoices over the Peppol network. By the end you will know what to collect before an EDI project starts, how an EDI Integration is set up and tuned, and how to register on Peppol, add trading partners and create, validate and send Peppol messages.
Best taken afterConnecting your systems
Earn a certificate. Complete every lesson and pass all 5 module quizzes (pass mark 80%).
Sign in to take partCourse modules
Module 1
EDI concepts and preparing for a retailer
What EDI is, how a retailer document flow works, and what to gather before configuration starts.
- What EDI is and where Supply Lens fitsThe vocabulary of retail EDI (messages, standards, transmission methods and trading partners) and the job Supply Lens does in the middle. 6 min
- The retail document flowFollow one retailer purchase order from arrival to invoice, see where Supply Lens holds a document, and meet the other EDI document types you may come across. 8 min
- Identifiers and cross-referencesHow GLNs, VAT numbers, Customer-Assigned Codes, location identifiers and product cross-references let Supply Lens route and translate every EDI message. 7 min
- What to collect from your retailerThe documents, codes and trading rules to request from a retailer's EDI team before configuration starts, and why each one matters. 7 min
- Ready your own systems and go liveWhat to check in your ERP and Supply Lens before handing over, what the Supply Lens team does during setup, and your part in testing and life after go-live. 7 min
- Module quizCheck your understanding of this module.
Module 2
Setting up an EDI Integration
Create the EDI Integration, then work through its settings grouped by the decision each one answers.
- Create an EDI IntegrationAdd an EDI Integration, understand the cards on its tile (especially State), and add a Configuration for each document type the retailer exchanges. 7 min
- Settings shared by every EDI document typeThe base settings on every EDI Configuration, grouped by the decision each one answers: timing, sequence numbers, totals checking and whole-number quantities. 8 min
- Inbound orders and acknowledgementsSettings that decide where retailer orders are fulfilled and how their products are matched, plus the order acknowledgement and the X12 functional acknowledgement. 8 min
- Despatch advice, pick and warehouse order settingsSettings that keep despatch advices consistent with the original order, and that control how pallets, cartons and catch weights are reported on EDI pick messages. 7 min
- Invoice and credit note settingsThe settings that decide which references go where on an EDI invoice, how values are calculated, who the message is addressed to, and how credit notes follow suit. 8 min
- Proof of delivery, remittance and inventory messagesSettings for the messages that come after despatch, such as delivery confirmations and remittances, and for the inventory and sales reports some retailers exchange. 6 min
- Module quizCheck your understanding of this module.
Module 3
Peppol concepts
The network, Access Points, Participant IDs, identifier schemes, trading partners and metadata.
- What Peppol is and how Access Points workThe Peppol network in plain terms, the role of an Access Point, the Live and Test networks, and where Peppol stands in the UK. 6 min
- Participants, Participant IDs and identifier schemesWhat a Peppol Participant is, how your Participant ID is formed from an identifier scheme, and how to choose the right scheme for your business. 5 min
- Trading partners, metadata and accountsThe reusable information Supply Lens stores so that every Peppol document is filled in correctly: who you trade with, your own details, and how you want to be paid. 5 min
- Module quizCheck your understanding of this module.
Module 4
Getting started with Peppol
Find the Peppol app, register your Participant, add trading partners and manage your metadata.
- Find your way around the Peppol appOpen the Peppol dashboard from your Supply Lens organisation and learn what each menu item is for. 5 min
- Register as a Peppol ParticipantUse the first step of the Peppol Wizard to create your Participant, choosing an identifier scheme and entering your business details. 5 min
- Add your trading partnersUse the second step of the Peppol Wizard to find and add the organisations you'll send documents to, and know what to do when a partner isn't listed. 5 min
- Manage your Peppol metadataReview the accounts and trading partners you store, and upload metadata safely in the Supply Lens Peppol Metadata JSON format without losing what's already there. 5 min
- Module quizCheck your understanding of this module.
Module 5
Managing Peppol messages
Read the Messages screen, create or upload messages, validate and send them, and automate Peppol through an Integration.
- Read the Messages screenFind any Peppol message using the Inbound, Outbound and Archived views, read each column and status, and use the Archive, Print and View more info actions. 6 min
- Create or upload a Peppol messageBuild a Peppol invoice in the Message Editor, or upload an existing Peppol UBL file, and leave it Pending ready for validation. 7 min
- Validate, print and sendUse the Message Details screen to validate a message, fix what validation finds, print a PDF copy, send it, and troubleshoot a failure. 7 min
- Automate Peppol with an IntegrationHow a Peppol Integration lets invoices flow from your finance or ERP system without manual entry, and what each of its settings controls. 7 min
- Module quizCheck your understanding of this module.