Method and apparatus for processing of purchase orders

• US 20050102192A1
• Filed: 11/07/2003
• Published: 05/12/2005
• Est. Priority Date: 11/07/2003
• Status: Abandoned Application

• Current Assignee: Global Healthcare Exchange (GHX Ultimate Parent Corp.)
• Original Assignee: Global Healthcare Exchange (GHX Ultimate Parent Corp.)
• Inventors: Gerrits, Kevin G., Ruffe, Kevin, Oleson, William Jeffrey
• Application Number:
  US10/704,078
• Publication Number:
  US 20050102192A1
• Time in Patent Office: Days
• US Class Current: 705/26
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/0629 for generating comparisons

Abstract

A method and apparatus for validating, correcting and reconciling purchase orders. In one embodiment, each line item of the purchase order is validated to ensure that it corresponds to an item offered by the supplier. Each line item can be compared to known errors and the erroneous part number replaced with a correct part number. Line items can be modified in accordance with a set of rules. The supplier can be notified of an invalid line item in a purchase order and can correct the invalid line item either before or after the purchase order is received by the supplier. Corrections performed by the supplier can be used to add to the set of rules to be used to process succeeding purchase orders. An electronic catalog of the buyer can be updated after buyer review to correct erroneous part numbers and other related information from various sources.

Claims

1. A method for processing a purchase order from a buyer to a supplier, comprising the steps of:

(a) selecting a line item in said purchase order for validation;

(b) comparing original information in said line item to a catalog containing items offered by said supplier to determine whether said line item is valid;

(c) in the event that said line item is not valid,

(1) accessing a rule specific to a trading partner relationship including said supplier and said buyer;

(2) refining said original information in accordance with said rule to derive replacement information for inclusion in a replacement line item;

(d) validating said replacement line item by comparing said replacement information to said catalog to determine whether said replacement line item is valid;

(1) including said replacement line item in a final purchase order to said supplier if said replacement line item is valid;

(2) including said line item containing said original information in said final purchase order if said replacement line item is not valid;

wherein said final purchase order to said supplier is capable of containing line items from multiple divisions of said supplier.

2. A method in accordance with claim 1, wherein the step of comparing original information includes the step of comparing information selected from the group consisting of:

supplier identifier;

supplier part number; and

supplier unit of measure.

3. A method in accordance with claim 1, wherein the step of comparing original information includes the step of comparing a part number, and the step of accessing a rule includes a rule selected from the group consisting of:

a rule to remove a specific character from said part number;

a rule to remove a non-alphanumeric character from said part number;

a rule to insert a character in a position in said part number; and

a rule to fill in a leading character in said part number.

4. A method in accordance with claim 1, wherein the step of comparing original information includes the step of comparing a part number, and the step of accessing a rule includes a rule selected from the group consisting of:

a rule to truncate said part number if a number of characters in said part number exceeds a predetermined length;

a rule to insert a character in said part number until a number of characters in said part number is a predetermined length; and

a rule to replace a unit of measure with a different unit of measure.

5. A method in accordance with claim 1, wherein the step of comparing original information includes the step of comparing original information in said line item to a catalog that is specific to a trading partner relationship including said supplier and said buyer.

6. A method in accordance with claim 1, wherein the step of accessing a rule includes the step of accessing a rule that is specific to a trading partner relationship including said supplier and all buyers.

7. A computer-based system for processing a purchase order from a buyer to a supplier, comprising:

means for selecting a line item in said purchase order for validation;

means for comparing original information in said line item to a catalog containing items offered by said supplier to determine whether said line item is valid;

means, responsive to a determination that said line item is not valid, for

accessing a rule specific to a trading partner relationship including said supplier and said buyer;

refining said original information in accordance with said rule to derive replacement information for inclusion in a replacement line item;

means for validating said replacement line item by comparing said replacement information to said catalog to determine whether said replacement line item is valid;

(1) means, responsive to a determination that said replacement line item is valid, for including said replacement line item in a final purchase order to said supplier;

(2) means, responsive to a determination that said replacement line item is not valid, for including said line item containing said original information in said final purchase order;

wherein said final purchase order to said supplier is capable of containing line items from multiple divisions of said supplier.

8. A computer-based system in accordance with claim 7, wherein said means for comparing original information is configured for comparing information selected from the group consisting of:

supplier identifier;

supplier part number; and

supplier unit of measure.

9. A computer-based system in accordance with claim 7, wherein said means for comparing original information is configured for comparing a part number, and said means for accessing a rule is configured for accessing a rule selected from the group consisting of:

a rule to remove a specific character from said part number;

a rule to remove a non-alphanumeric character from said part number;

a rule to insert a character in a position in said part number; and

a rule to fill in a leading character in said part number.

10. A computer-based system in accordance with claim 7, wherein said means for comparing original information is configured for comparing a part number, and said means for accessing a rule is configured for accessing a rule selected from the group consisting of:

a rule to truncate said part number if a number of characters in said part number exceeds a predetermined length;

a rule to insert a character in said part number until a number of characters in said part number is a predetermined length; and

a rule to replace a unit of measure with a different unit of measure.

11. A computer-based system in accordance with claim 7, wherein said means for comparing original information is configured for comparing original information in said line item to a catalog that is specific to a trading partner relationship including said supplier and said buyer.

12. A computer-based system in accordance with claim 7, wherein said means for accessing a rule is configured for accessing a rule that is specific to a trading partner relationship including said supplier and all buyers.

13. A method for processing a purchase order from a buyer to a supplier, comprising the steps of:

(a) selecting a line item in said purchase order for validation;

(b) comparing original information in said line item to a catalog containing items offered by said supplier to determine whether said line item is valid;

(c) in the event that said line item is not valid,

(1) suspending said purchase order;

(2) notifying said supplier that said purchase order contains an invalid line item;

(3) allowing said supplier to access said purchase order to correct said invalid line item by replacing original information in said invalid line item with corresponding replacement information;

(d) validating said replacement information by comparing said replacement information with said catalog to determine whether said replacement information is valid;

(e) including a replacement line item containing said replacement information in a final purchase order to said supplier if said replacement information is valid;

(f) developing a rule for replacing said information with said replacement information;

(g) adding said rule to a list of known errors that is generic to a trading partner relationship including said supplier and said buyer;

wherein said final purchase order to said supplier is capable of containing line items from multiple divisions of said supplier.

14. A method in accordance with claim 13, further comprising the steps of:

(h) comparing original information in a line item to a catalog to determine whether said line item is valid; and

(i) in the event that said line item is not valid,

(1) accessing said list of known errors,

(2) mapping said original information to said list of known errors, and

(3) if said original information exists in said list of known errors, replacing said original information with corresponding replacement information from said list of known errors to derive a replacement line item;

(j) wherein said steps (h) and (i) are performed prior to said step (b).

15. A method in accordance with claim 13, wherein the step of adding said rule includes the step of adding said rule to a list of known errors that is generic to a trading partner relationship including said supplier and all buyers.

16. A method in accordance with claim 13, wherein the step of comparing original information includes the step of comparing information selected from the group consisting of:

supplier identifier;

supplier part number; and

supplier unit of measure.

17. A computer-based system for processing a purchase order from a buyer to a supplier, comprising:

means for selecting a line item in said purchase order for validation;

means for comparing original information in said line item to a catalog containing items offered by said supplier and for determining whether said line item is valid;

means, responsive to a determination that said line item is not valid, for

suspending said purchase order;

notifying said supplier that said purchase order contains an invalid line item;

allowing said supplier to access said purchase order to correct said invalid line item by replacing original information in said invalid line item with corresponding replacement information;

means for validating said replacement information by comparing said replacement information to said catalog and for determining whether said replacement line item is valid;

means, responsive to a determination that said replacement line item is valid, for including a replacement line item containing said replacement information in a final purchase order to said supplier;

means for developing a rule for replacing said information with said replacement information;

means for adding said rule to a list of known errors that is generic to a trading partner relationship including said supplier and said buyer;

wherein said final purchase order to said supplier is capable of containing line items from multiple divisions of said supplier.

18. A computer-based system in accordance with claim 17, further comprising:

means for comparing original information in a line item to a catalog to determine whether said line item is valid; and

means, responsive to a determination that said line item is not valid, for

(1) accessing said list of known errors,

(2) mapping said original information to said list of known errors, and

(3) if said original information exists in said list of known errors, replacing said original information with corresponding replacement information from said list of known errors to derive a replacement line item.

19. A computer-based system in accordance with claim 17, wherein said means for adding said rule is configured for adding said rule to a list of known errors that is generic to a trading partner relationship including said supplier and all buyers.

20. A computer-based system in accordance with claim 17, wherein said means for comparing original information is configured for comparing information selected from the group consisting of:

supplier identifier;

supplier part number; and

supplier unit of measure.

21. A method for processing a purchase order from a buyer to a supplier, comprising the steps of:

(a) selecting a line item in said purchase order for validation;

(b) comparing original information in said line item to a catalog containing items offered by said supplier to determine whether said line item is valid;

(c) in the event that said line item is not valid,

(1) accessing a rule specific to a trading partner relationship including said supplier and said buyer;

(2) refining said original information in accordance with said rule to derive replacement information for inclusion in a replacement line item;

(d) validating said replacement line item by comparing said replacement information to said catalog to determine whether said replacement line item is valid;

(1) including said replacement line item in a final purchase order to said supplier if said replacement line item is valid;

(2) including said line item containing said original information in said final purchase order if said replacement line item is not valid;

(e) transmitting said final purchase order to said supplier for processing;

(f) receiving a purchase order acknowledgement from said supplier;

(g) comparing said final purchase order to said purchase order acknowledgement to determine any changes to information in a line item of said purchase order made by said supplier, said changes including replacing said information with replacement information;

(h) correlating said changes to develop a rule for replacing said information with said replacement information; and

(i) adding said rule to a list of known errors that is specific to a trading partner relationship including said supplier and said buyer.

22. A computer-based system for processing a purchase order from a buyer to a supplier, comprising:

(a) means for selecting a line item in said purchase order for validation;

(b) means for comparing original information in said line item to a catalog containing items offered by said supplier and for determining whether said line item is valid;

(c) means, responsive to a determination that said line item is not valid, for

accessing a rule specific to a trading partner relationship including said supplier and said buyer; and

refining said original information in accordance with said rule to derive replacement information and for including said replacement information in a replacement line item;

(d) means for comparing said replacement line item to said catalog and for determining whether said replacement line item is valid;

(1) means, responsive to a determination that said replacement line item is valid, for including said replacement line item in a final purchase order to said supplier;

(2) means, responsive to a determination that said replacement line item is not valid, for including said line item containing said original information in said final purchase order;

(e) means for transmitting said final purchase order to said supplier for processing;

(f) means for receiving a purchase order acknowledgement from said supplier;

(g) means for comparing said final purchase order to said purchase order acknowledgement and for determining any changes to information in a line item of said purchase order made by said supplier, said changes including replacing said information with replacement information;

(h) means for correlating information in said discrepancy report and for developing a rule for replacing said information with said replacement information; and

(i) means for adding said rule to a list of known errors that is specific to a trading partner relationship including said supplier and said buyer.

23. A method for processing a purchase order from a buyer to a supplier, comprising the steps of:

(a) selecting a line item in said purchase order for validation;

(b) comparing original information in said line item to a catalog containing items offered by said supplier to determine whether said line item is valid;

(c) in the event that said line item is not valid,

(1) accessing a rule specific to a trading partner relationship including said supplier and said buyer;

(2) refining said original information in accordance with said rule to derive replacement information for inclusion in a replacement line item;

(d) validating said replacement line item by comparing said replacement information to said catalog to determine whether said replacement line item is valid;

(e) in the event that said replacement line item is not valid,

(1) suspending said purchase order;

(2) notifying said supplier that said purchase order contains an invalid line item;

(3) allowing said supplier to access said purchase order to correct said invalid line item by replacing original information in said invalid line item with corresponding replacement information;

(4) including a replacement line item containing said replacement information in a final purchase order to said supplier;

(f) developing a rule for replacing said information with said replacement information;

(g) adding said rule to a list of known errors that is specific to a trading partner relationship including said supplier and said buyer;

(h) receiving, from said buyer, a selection of a source of information;

(i) receiving, from said buyer, a selection of product information from said source for inclusion in a file for updating said catalog, said selection of product information based on a review of items in said source of information;

(j) generating, based on said selected product information, a file correlating said selected product information with corresponding replacement information from said source of information;

(k) providing said file for updating said selected product information in said catalog with said corresponding replacement information.

24. A computer-based system for processing a purchase order from a buyer to a supplier, comprising:

(a) means for selecting a line item in said purchase order for validation;

(b) means for comparing original information in said line item to a catalog containing items offered by said supplier and for determining whether said line item is valid;

(c) means, responsive to a determination that said line item is not valid, for

accessing a rule specific to a trading partner relationship including said supplier and said buyer; and

refining said original information in accordance with said rule to derive replacement information for inclusion in a replacement line item;

(d) means for comparing said replacement line item to said catalog and for determining whether said replacement line item is valid;

(e) means, responsive to a determination that said replacement line item is not valid, for;

suspending said purchase order;

notifying said supplier that said purchase order contains an invalid line item;

allowing said supplier to access said purchase order to correct said invalid line item by replacing original information in said invalid line item with corresponding replacement information; and

including a replacement line item containing said replacement information in a final purchase order to said supplier;

(f) means for developing a rule for replacing said information with said replacement information;

(g) means for adding said rule to a list of known errors that is specific to a trading partner relationship including said supplier and said buyer;

(h) means for receiving, from said buyer, a selection of a source of information;

(i) means for receiving, from said buyer, a selection of product information from said source for inclusion in a file for updating said catalog, said selection of product information based on a review of items in said source of information;

(j) means for generating, based on said selected product information, a file correlating said selected product information with corresponding replacement information from said source of information;

(k) means for providing said file to said buyer for updating said selected product information in said catalog with said corresponding replacement information.