EDI Payment Setup Process Workflow Template

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Overview: EDI Payment Setup Process Workflow Template

This workflow template illustrates the setup and testing of Electronic Data Interchange (EDI) payments from customers, including data collection (from customer), EDI configuration and confirmation of a working EDI connection ("penny test"). Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the EDI Payment Setup process.

Download a Free Sample of this Workflow Template

Process Details and FAQ: EDI Payment Setup

What is EDI Payment Setup?

The Electronic Data Interchange (EDI) Setup process involves coordination between customers, accounts receivable staff and, in some cases, IT and/or sales staff, to setup and test the electronic processing of incoming customer payments. This includes the initial setup of the connection (typically by Sales, AR and/or IT team members), the transmission of a test invoice to the customer (referred to as a "penny test") and the payment and confirmation of the test invoice.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the EDI Payment Setup process:

  • 1.Accounts Receivable Transactions per Employee
  • 2.Billing Error Rate
  • 3.Percentage of Customers Using EDI
  • 4.Percentage of Payments Received Electronically
  • 5.Unit Cost: Accounts Receivable Transaction
  • 6.Unit Cost: Order Fulfillment

Which employees and/or departments are involved in this process?

The following parties are typically involved in the EDI Payment Setup process:

  • Customers
  • Accounts Receivable Staff
  • Information Technology Staff
  • Sales Staff

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio (VSD) and PowerPoint (PPT) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template


    EDI Payment Setup

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Workflows mapped in BPMN 2.0


    Call: 844-650-2888

    Email: info@opsdog.com

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