SDR Transformation Initiative DoD WebSDR Information Exchange under the DLMS

SDR Transformation InitiativeSDR Transformation InitiativeDoD WebSDRDoD WebSDR

Information Exchange under the DLMSInformation Exchange under the DLMS

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IssueIssue

• As a relatively new system, not all Component interfaces have been implemented and WebSDR is experiencing many changes that must be worked with limited programming resources.

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BackgroundBackground

• What is an SDR?

• What is DoD WebSDR?

• WebSDR Concept

• Goals of Web SDR

• SF 364

• DLMS Supplement to Fed IC

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What is an SDR?What is an SDR?

• A Supply Discrepancy Report (SDR) is a tool used to report shipping or packaging discrepancies attributable to the responsibility of the shipper, (including Government sources, contractors/ manufacturers or vendors) and to provide appropriate responses and resolution.

• The purpose of this exchange is to determine the cause of such discrepancies, effect corrective action, and prevent recurrence.

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What is DoD WebSDR?What is DoD WebSDR?

• SDR Transformation Initiative– Transitions current mixed-environment to interoperable DoD Standard

– Developed as a DLMS-compliant process, set in motion under OSD Business Initiatives Council in 2004

• WebSDR architecture is based upon a DAAS hub for communication and centralized data management – Eliminates the need for numerous point-to-point communications links

– Transaction driven process eliminates the need to re-key SDRs within separate Component systems

– Automatic e-mail reply to customer triggered by reply transaction eliminates action activity manual steps to print/mail/fax

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WebSDR ConceptWebSDR Concept

• Phased development– Continuous process improvement beginning at initial operating capability

(Feb 2005)

– Working toward full DLMS compliant information exchange

• Benefits include: – Near real time SDR reporting for immediate identification and more speedy

resolution of reported discrepancies

– Facilitates interoperability internal and external to DoD

– Supports unique item identification and other DoD initiatives

– Maximizes the economy, efficiency, effectiveness

– Future capture of perfect order fulfillment computations

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Goals of Web SDRGoals of Web SDR

• Quicker Response/Less Effort– Reduces delays resulting from misrouted SDRs or mailed documents– Electronic interface eliminates data entry at action activity

• Facilitated web-based entry available– Auto-fill feature uses DAAS requisition history to populate SDR– Data content targeted to specific discrepant condition– May be used by Military Services/Agencies (individual Service rules may differ) – Contractors may use for discrepancies related to Government Furnished

Material• Transaction exchange through logistics hub

– ILCOs (using AFSAC pilot) will interface with the DAAS/WebSDR on behalf of FMS customers

– DoD Component processing systems will interface with DAAS on a staggered implementation schedule

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Business Object: DLMS 842A Business Object: DLMS 842A Derived from SF 364Derived from SF 364

• Modernized systems will use business objects to transmit SDRs

• DLMS 842A available in X12 and XML format

– Includes data fields from the original SF 364 plus more

– DLMS codes to support transactional exchange

– Component-unique data requirements

– Place holders for future enhancements, e.g., UID

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Business Object: DLMS 842A Business Object: DLMS 842A DLMS Supplement to Fed IC DLMS Supplement to Fed IC

DoD 4000.25-MDoD 4000.25-M

• Primary business object documentation is the DLMS Supplement (DS):

– The DS establishes the DoD standard format for an electronic equivalent of the SF 364/SDR.

– The DS provides specific business rules, conditions, and authorized codes necessary for appropriate use of this IC within the DLMS.

– Used to replace Component unique formats and paper form.

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SDR Submittal ProcessSDR Submittal Process

Drop Down Window

Level 2 drop window identifies conditions within selected category and completes the discrepancy code

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Email DistributionEmail Distribution

• Confirmation copy for Web input

• Business rule driven

• Transaction driven

• Customer response

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DiscussionDiscussion

• Resource Constraints

• System Interfaces

• Timeline

• Progress to date

• DLMS Changes

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Resource ConstraintsResource Constraints

• WebSDR is currently funded out of the DAASC budget

• One lead programmer with minimal other support

• 77 Tasks Pending

• 24 - 36 Month Backlog, causing delays and frustration among user community

• New Requirements added on an on-going basis

• Initiative Forwarded to BTA to request additional funding

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Di st r i but i on St a ndar d

Syst em ( D S S)

DLMS SDR Process

NA V SU P

SD R W e b

( NS DR S)

Aut om at edDi scre pan cy

Rep ort i ng Sy st em

( AD RS)

DL A I nve nt ory C ont rol Poi nt s

St and ard A ut om at e d

M at er i al M anageme nt Syst em

( SAM M S)

Cust om er/ D eportCom pl ai nt s Syst em ( CD C S)

Def en se

Aut om at i c

Ad dressi n g

Syst em

( DA AS)

M ast er Rep osi t ory

Transl at i o n

Proce ssi n g

842 XM L

G eneral Servi c esAdm i ni st rat i on

( G SA)G SA

UDF

DL A B usi nes s Sy st em

M oderni z at i on ( BSM )

I ncomi ng Sup pl y

Di scre pan cy Re por t

( I SDR)

For ei g n

M i l i t ary

Sal es

Do D W eb S DR Cust om ers

NA V SE A

FM S Q ual i t y

US A El ect r o ni c Pro du ct

Sup por t ( A EP S)

DLAUDF

842

842

Ai r For ce S ecur i t y

Assi st a nce Com ma nd

( AFS A C- A)

842

Arm y UDF ( one w ay)

842

842

E- mai lO n- Li ne

Systems ImplementationSystems Implementation

• Ability to receive and pass SDR information using transactional exchange or email

• Ability to create SDRs via DoD WebSDR (submission, follow-up, change, cancel, reply, request reconsideration)

• DoD SDR data base• Limited query capability• USAF, USMC,USCG, FAA

Phased Implementation of System Interfaces Implemented: __________________

Development/testing: - - - - - - - - - - - - - -

Phased implementation beginning with initial operating Phased implementation beginning with initial operating capability (IOC):capability (IOC):

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TimelineTimeline

BIC Project Submission September 2003

BIC Funding Received April 2004

SDR IPT Charter Signed March 2004

DLA Integration (DSS, SAMMS, BSM) January-February 2005

AFSAC Implementation November 2005

Army Quick Fix October 2006

GSA Report Interface TBD –basic programming completed

PDREP Interface TBD – initial programming completed

NAVSUP Interface December 2006

Army Full Interface TBD

EMALL/Warfighter Interface Unavailable due to IA interface

USAF Awaiting ERP Development

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Progress to DateProgress to Date

• Operational interfaces via transaction:

– DSS (842)

– BSM (842)

– AFSAC (842)

– CDCS (legacy)

• Limited query capability

• Web Input

• Email routing/distribution copies

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Related DLMS ChangesRelated DLMS Changes

• ADC 158: Clarifies pre-positioned material receipt (PMR) requirements. Receiving DD required to submit SDR to ICP when new procurement material is received without prior PMR

• ADC 174: Enhances Item Unique Identification (IUID) capability

• ADC 184: Establishes new type R SDRs (properly routes discrepant Redistribution Order shipments identified at receipt to the DD that shipped the material)

• ADC 187: Enhances system capability to forward SDRs sent to wrong action activity back through WebSDR to correct action activity

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Related DLMS ChangesRelated DLMS Changes

• ADC 188: Establishes new Quality related discrepancy codes for DD to notify ICP regarding specific quality related issues (receipt & storage)

Q11 = Returned or stock screen item, PQDR exhibit deficiency

Q22 = New procurement receipt, customer return, redistribution order or stock screen item quality deficiency, contractual noncompliance

Q33 = Returned, redistribution order, or stock screened item suspected material deficiency (DLA CRII items only)

Q44 = New procurement receipt, customer return, redistribution order or stock screen item contracting deficiency, for specification and/or technical data deficient

Q77 = New receipt, customer return, redistribution order or stock screen item identified as a Critical Safety Item (CSI)

Q55 = Item under investigation

Q66 = Customer return or stock screen item failed under use

Q99 = New receipt item received for “First Article Test”

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Related DLMS ChangesRelated DLMS Changes

• ADC 196: Establishes new rules and WebSDR capability to route SDRs resulting from DLA-directed lateral redistribution of NAMI-owned (AJ2) material to NAMI for initial processing

– Phased implementation; programming in progress

– Programmatic recognition of LRO under TAV with routing to NAMI

• ADC 206: Establishes new discrepancy code for discrepant wood packaging material (WPM)

– Implemented September 1, 2006

• ADC 207: Establishes new discrepancy codes to identify discrepant hazardous material at receipt or in storage

– Effective 1 October

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Related DLMS ChangesRelated DLMS Changes

• ADC 210: Enhances web-entry for specific user groups:

– Defense Reutilization and Marketing Service (DRMS): Gives DRMS capability to distinguish different types of SDRs, e.g., sales, donations, demil

– National Inventory Management Strategy (NIMS): Allows NIMS sites to properly identify their submissions for DD/ICP processing

– Non-DSS DD: Allows storage sites to submit type 8, 9, R (depot receipt type) SDRs directly into WebSDR to be routed electronically to the owner/manger/shipper as applicable

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Related DLMS ChangesRelated DLMS Changes

• PDC 230: Establishes new discrepancy codes for discrepancies related to passive RFID tags

• PDC under development for DAAS edit to systemically reject SDRs with invalid document numbers back to submitter or submitting system (establishes duplicate criteria)

• PDC under development for new query to identify/measure DLA Customer Interaction Center input on behalf of customer (hard copy or other reporting method)

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Next Steps for WebSDRNext Steps for WebSDR

• Electronic interfaces with Service systems: – AFSAC-A operational; improvements ongoing – expand to other Service

ILCOs– Two-way communication with AEPS (Army)– Testing DLMS X12 XML interface with NSDRS (Navy)– Testing DLMS X12 interface with PDREP for DoD-wide distribution of SA

quality reports – Complete interface with GSA

• Develop management reports and ad hoc queries (better & more functionality) • Associate financial view (debit/credit) with discrepancy report query• Complete implementation of DLMS Changes and ongoing enhancements• Support BTA submission for funding• Prioritize programming requirements