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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• 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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• 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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• 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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• 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

Documents

SDR Transformation Initiative DoD WebSDR Information Exchange under the DLMS