EDI Quotes

EDI Quotes - The EDI Quotes message is used by suppliers to send proposed orders to libraries.

The EDI Quotes message is used by suppliers to send proposed orders to libraries.

Overview of the process

  • The library selects material from the supplier’s website or showroom or the supplier selects material on the library’s behalf
  • The supplier generates an EDI quote for each work selected. This includes bibliographic information and item information such as location codes and funds
  • The quotes are transmitted to the library via the Gateway and processed overnight by a script running in the cron. The script creates unverified orders with no order date that have the status Proposed. Items are attached to the orders. The bibliographic information is used to create a work if one doesn’t already exist on the local database
  • A MARC conversion process runs subsequently to convert any works created to MARC 21 format
  • If the library decides to purchase the material the orders are confirmed in Alto (there is a bulk option for this in Orders) and a confirmatory order is transmitted to the supplier. The confirmation process verifies and adds an order date to the order

Pre-requisites

  • You must already be sending orders to the supplier via EDI
  • The supplier must be accredited for EDI Quotes – refer to this list of accredited suppliers

Implementation

Capita staff will help you to implement EDI Quotes. An implementation guide, which includes information on day-to-day running, is supplied when you order the service.

 

See all Capita Libraries' accredited EDI suppliers