1 Defense Logistics Management System (DLMS) Electronic Data Interchange (EDI)

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Presentation transcript:

1 Defense Logistics Management System (DLMS) Electronic Data Interchange (EDI)

2 Federal Implementation Conventions (ICs) DLMS Supplements to the Federal ICs DLMS Supplement to the Federal 511R IC DLMSO Web Site Navigation Topics Discussed

3 Students will gain basic understanding of: The purpose and content of the Federal ICs used in the DLMS How DLMS Supplements are used to support DLMS implementation How to read a DLMS Supplement How to navigate the DLMSO Web Site Objectives

4 Federal Implementation Conventions

5 Hierarchy of Relationship ASC X12 Transaction Set Federally Approved IC business specific interpretation

6 Approved ICs All ICs supporting DLMS implementation are Federally or DoD Approved Define the structure and content of an ASC X12 EDI standard transaction as it pertains to a particular usage Map application data requirements into specific data fields within the transaction set Establish the parameters for the corresponding DLMS Supplement

7 DLMS Supplements Supporting Use of Federal ICs

8 ASC X12 Transaction Set Federally Approved IC Hierarchy of Relationship DLMS specific business rules DLMS Supplement

9 DLMS Supplements to Federal ICs DLMS supplements to Federal ICs (along with the DLMS manual) constitute DoD's trading partner agreement for use of the Federal ICs within the DoD logistics process DLMS supplements incorporate detailed information which would fall outside the scope of Federal ICs - - but which is necessary for a successful, coordinated implementation

10 Content of DLMS Supplements The DLMS Supplements mirror the approved Federal ICs and include: Federal IC notes (as applicable) DLMS notes: Detailed DLMS business rules - the Supplements accept or prohibit options and often add conditions to the use of optional data within DoD logistics Key transition guidance governing operation in a mixed DLSS/DLMS environment

11 Transition Guidance Identification and instructions pertaining to: DLMS enhancements Approved changes pending full implementation Field size constraints “Streamlined” DLSS data required for legacy system support, but not intended for use in full DLMS environment

12 Streamlining Goals Reduce retransmission of data perpetuated from previously submitted transactions Already resident in sender’s and receiver’s system Example: Original (non-mandatory) requisition data may be streamlined out of followup transactions Reduce encoded data content where transaction size constraint was the sole reason for encoding DLMS offers capability to communicate more fully or more precisely Transitioning is long term goal

13 Codes Targeted for Streamlining (Example) Signal Code Acts as a pointer indicating ship-to and bill-to activity as conveyed by the document number, the supplemental address, or the fund code (also identifies a free issue) Under DLMS: Replaced by specific identification of each organization within address segment using flexible addressing as appropriate (free issue is identified independently)

14 DLMS Supplement Notes DLMS Business Rules DLMS Enhancements Field Size Constraints Streamlined Data Approved DLMS Changes

15 Notes delineate appropriate functional application for a particular transaction Example 1 – DLMS Business Rules

16 Example 2 - DLMS Enhancement Data associated with a DLMS enhancement may not be received or understood by the recipient's automated processing system DLMS procedures may not have been developed Components must coordinate requirements and business rules with DLMSO prior to use

17 Example 3 - Field Size Constraints Data elements which have an expanded field size above existing DLSS capability may not be supported by the recipient's automated processing system Components must coordinate implementation with DLMSO prior to use.

18 Example 4 - Streamlined Data DLSS data is retained in the DLMS for a transition period to support transaction conversion in a mixed DLSS/ DLMS environment This data will be “streamlined” out once full DLMS implementation is reached Components may coordinate with DLMSO for early termination (or retention) of specific data requirements for users operating in a full DLMS environment

19 Example 5 - Approved Change Data associated with an Approved Change may not have an established implementation date. This data may not be received or understood by the recipient’s automated processing system. Components must coordinate implementation with DLMSO prior to use.

20 Example 6 – Repetition of Data Repetition of data is not compatible with existing DLSS/DLMS capability. This data may not be supported by the recipient’s automated processing system. Components must coordinate implementation with DLMSO prior to use.

21 Example 7 – Authorized Enhancement Data associated with an Authorized Enhancement should be included as part of the modernization when applicable. Inclusion of this data should not cause an inappropriate rejection of the transaction. Prior coordination with DLMSO is not required prior to use.

22 DLMS 511R, Requisition Basic Functionality Standard and non-standard material Government-furnished material (GFM) Security Assistance Passing orders Referral orders

23 DLMS Enhancements Transaction set preparation date/time Supply condition code Unit Price/Total Dollar Value Utilization code Special requirements code Shipment Status Points of contact Remarks Detailed line of accounting components Associated special program requirement transaction number

24 DLMS Enhancements (con’t) Expanded item identification Weapon system designator code Quantity stratified by weapon system and demand code Reason for requisitioning code Party(ies) to receive status DoDAAC Mark-for-Party Unique item identification information Clear text exception ship-to location

25 DLMS Enhancements Applicable to Non-Standard Material Supporting Document No. Color Drawing Revision No. Catalog Number Series Identifier Model Number Figure Number General Specification No. Manufacturer’s Name Process Number Publication Number Dimension/Measurement Material Description Potential Source of Supply End Item Manufacturer

26 Overview of DLMS Supplement to the Federal 511R IC

27 DLMS 511R, Requisition ST Transaction Set Header BR Beginning Segment for Material Management: Identifies type of transaction N1 Name: Identifies organization originating the transaction G61 Contact: Identifies a person to whom communication should be directed LX Assigned Number: Marks start of detail loop – each loop represents a new requisition Transaction Set Segments

28 DLMS 511R, Requisition N9 Reference Identification: Identifies document number and various supporting information P01 Baseline Item Data: Identifies quantity ordered and provides enhanced material identification DD Demand Detail: Stratifies quantity ordered by demand type and weapon system GF Furnished Goods and Services: Identifies authority for contractor requisitioning of GFM Transaction Set Segments - continued

29 DLMS 511R, Requisition Transaction Set Segments - continued G62 Date/Time: Specifies pertinent dates and times LIN Item Identification: MEA Measurements: G69 Line Item Detail- Description: NTE Note/Special Instruction: Narrative exception data when manual intervention needed Provides detailed descriptive data for nonstandard material

30 DLMS 511R, Requisition LM Code Source Information LQ Industry Code Transaction Set Segments - continued Identifies DoD code source and the specific applicable code, e.g. project code, advice code, or priority designator code -- capacity almost limitless

31 DLMS 511R, Requisition N1 Name N2 Additional Name Information N3 Address Information N4 Geographic Location Transaction Set Segments - continued Identifies specific parties by type of organization, e.g. ship-to, bill-to, status recipients. Allows various identifying codes or clear text address.

32 DLMS 511R, Requisition REF Reference Identification N9 Reference Identification N1 Name FA1 Type of Financial Accounting Data FA2 Accounting Data SE Transaction Set Trailer Transaction Set Segments - continued Supports unique item identification Specifies line of accounting data

33 DLMS 511R, Requisition ST*511* BR*00*A0* ****** N1*OB**10*FB2300**FR LX*1 N9*TN*FB PO1**1*EA***FS* DD*R*74 LM*DF LQ*80*2A LQ*0*A0A LQ*AL*777 LQ*DF*2 LQ*DE*A LQ*78*XZZ LQ*79*02 LQ*A9*YBLDG1 LQ*AK*F N1*Z4**M4*S9E**TO N1*Z1**10*FB2060 N1*Z1**10*FD2040 N1*BS**10*FB2300 FA1*DY*D340 FA2*B5*KZ SE*24*

34 DLMS 511R, Requisition Supplement Refer to hard-copy DLMS Supplement for a closer look.

35 Want more information about the DLMS? Check out the DLMSO web site:

36 Easy Access To: Latest published DLSS & DLMS manuals DLMS Supplements to Federal ICs DLMS XML Schemas Process change documentation Committee information DLMS Dictionary Link to Logistics Functional Data Administration web site Link to DLMS training Access changes (.gov/.mil) And more – worth exploring!!!

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42 End of Module 5

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46 Questions