EDI Transaction Support
There are many EDI transaction sets that you can use to exchange information with your trading partners. Each transaction set serves a very specific purpose in terms of the type of information it exchanges your trading partners.
Below is a non-exhaustive list of EDI Transaction Sets that we currently support. Don’t have what you are looking for? We’ll build it.
850 – Purchase Order
The transaction set can be used to provide for customary and established business and industry practice relative to the placement of purchase orders for goods and services. This transaction set should not be used to convey purchase order changes or purchase order acknowledgment information.
855 – Purchase Order Acknowledgment
The transaction set can be used to provide for customary and established business and industry practice relative to a seller’s acknowledgment of a buyer’s purchase order. This transaction set can also be used as notification of a vendor generated order. This usage advises a buyer that a vendor has or will ship merchandise as prearranged in their partnership.
810 – Invoice
The transaction set can be used to provide for customary and established business and industry practice relative to the billing for goods and services provided.
856 – Ship Notice/Manifest
The transaction set can be used to list the contents of a shipment of goods as well as additional information relating to the shipment, such as order information, product description, physical characteristics, type of packaging, marking, carrier information, and configuration of goods within the transportation equipment. The transaction set enables the sender to describe the contents and configuration of a shipment in various levels of detail and provides an ordered flexibility to convey information. The sender of this transaction is the organization responsible for detailing and communicating the contents of a shipment, or shipments, to one or more receivers of the transaction set. The receiver of this transaction set can be any organization having an interest in the contents of a shipment or information about the contents of a shipment.
997 – Functional Acknowledgment
The transaction set can be used to define the control structures for a set of acknowledgments to indicate the results of the syntactical analysis of the electronically encoded documents. The encoded documents are the transaction sets, which are grouped in functional groups, used in defining transactions for business data interchange. This standard does not cover the semantic meaning of the information encoded in the transaction sets.
875 – Grocery Products Purchase Order
This transaction set can be used to provide for customary and established grocery industry practice relative to the placement of purchase orders for finished goods in a retail or wholesale consumer market. This standard can be used by a retailer or wholesaler organization to request delivery of finished goods from a broker or supplier organization. This transaction set should not be used to convey purchase order changes or purchase order acknowledgment information.
880 – Grocery Products Invoice
This transaction set can be used to provide for customary and established grocery industry practice relative to billing details for finished goods in a retail or wholesale consumer market. The transaction set can be used by the supplier or broker organization to request payment from a retailer or wholesaler organization. This transaction set is to be used for standalone detail billing and cannot be used for statement billing or credit/debit adjustments.
860 – Purchase Order Change Request – Buyer Initiated
The transaction set can be used to provide the information required for the customary and established business and industry practice relative to a purchase order change. This transaction can be used: (1) by a buyer to request a change to a previously submitted purchase order or (2) by a buyer to confirm acceptance of a purchase order change initiated by the seller or by mutual agreement of the two parties.
865 – Purchase Order Change Acknowledgment/Request – Seller Initiated
The transaction set can be used by the seller to convey acceptance or rejection of changes to a previously submitted purchase order from the buyer. The transaction set is used by the seller to accept, reject, or modify a purchase order. Also, the transaction set can be seller-initiated to change a purchase order.
940 – Warehouse Shipping Order
This transaction set can be used to enable the depositor or other business party to advise a warehouse to make a shipment, confirm a shipment, or modify or cancel a previously transmitted shipping order.
945 – Warehouse Shipping Advice
The transaction set can be used by the warehouse to advise the depositor or other business party that shipment was made. It is used to reconcile order quantities with shipment quantities.
943 – Warehouse Stock Transfer Shipment Advice
The transaction set can be used by a depositor or an agent of the depositor or other business party to advise the recipient that a transfer shipment has been made. This transaction set provides a receiving location with detail information concerning product being shipped to that location.
944 – Warehouse Stock Transfer Receipt Advice
The transaction set can be used by a receiving location to advise a depositor or an agent of the depositor or other business party that a transfer shipment has been received. This transaction set provides the depositor or the depositor’s agent with detail information concerning product that has been received.
753 – Request for Routing Instructions
This transaction set can be used to request routing instructions and provide general information about merchandise that is ready to be shipped.
754 – Routing Instructions
This transaction set is used to communicate routing instructions to a supplier for a specific shipment. It can be used also to respond to a Request for Routing Instructions Transaction Set (753).
812 – Credit/Debit Adjustment
The transaction set can be used to notify a trading partner of an adjustment or billback and may be used to request an adjustment or billback. It identifies and contains the details and amounts covering exceptions, adjustments, credits, or debits for goods or services. This transaction set is multidirectional between trading partners.
816 – Organizational Relationships
This transaction set can be used to transmit pertinent information about a parent organization, its members and the relationship of a member to another member, and/or to the parent organization. A parent organization could be an association, a multi-hospital system, a chain of retail stores, a holding company, etc. This transaction set can be used to convey the identity and relationship of members to a parent organization; identify eligibility to purchase under the terms and conditions negotiated by a parent organization on behalf of its members; and to update application databases.
820 – Payment Order/Remittance Advice
The transaction set can be used to make a payment, send a remittance advice, or make a payment and send a remittance advice. This transaction set can be an order to a financial institution to make a payment to a payee. It can also be a remittance advice identifying the detail needed to perform cash application to the payee’s accounts receivable system. The remittance advice can go directly from payer to payee, through a financial institution, or through a third party agent.
824 – Application Advice
The transaction set can be used to provide the ability to report the results of an application system’s data content edits. The results of editing transaction sets can be reported at the functional group, an entire transaction set, or any portion of a transaction set, in either coded or free-form format. It is designed to accommodate the business need of reporting the acceptance, rejection, acceptance with change, or partial acceptance or rejection of any transaction set. The Application Advice should not be used in place of a transaction set designed as a specific response to another transaction set (e.g., purchase order acknowledgment sent in response to a purchase order).
846 – Inventory Inquiry/Advice
The transaction set can be used in the following ways: (1) for a seller of goods and services to provide inventory information to a prospective purchaser, with no obligation to the purchaser to acquire these goods or services; (2) for a representative of a seller of goods and services to supply inventory information to that seller; (3) for one location to supply another location with inventory information; and (4) for an inquiry as to the availability of inventory with no obligation on the seller of goods and services to reserve that inventory.
852 – Product Activity Data
The transaction set can be used to advise a trading partner of inventory, sales, and other product activity information. Product activity data enables a trading partner to plan and ship, or propose inventory replenishment quantities, for distribution centers, warehouses or retail outlets. The receiver of the transaction set will maintain some type of inventory/product movement records for its trading partners to enable replenishment calculations based on data provided by the distributor, warehouse or retailer.
861 – Receiving Advice/Acceptance Certificate
The transaction set can be used to provide for customary and established business and industry practice relative to the notification of receipt or formal acceptance of goods and services.
864 – Text Message
The transaction set can be used to provide users with a capability to electronically move messages, contracts, explanations, and other one-time communications. It is the intent of this transaction set to provide electronic communication (messages) for people, not for computer processing. The use of the transaction set to transmit quasi or unique transaction set standards is discouraged. The use of the Text Message transaction set demands of the sender certain detailed information about the recipient. The transaction set’s purpose is to provide communication to the recipient in some human-readable form. The recipient’s network will dictate what capabilities are available for delivery of the information. It is the responsibility of the sender to obtain this information and include it in the transmission.
867 – Product Transfer and Resale Report
The transaction set can be used to: (1) report information about product that has been transferred from one location to another; (2) report sales of product from one or more locations to an end customer; or (3) report sales of a product from one or more locations to an end customer, and demand beyond actual sales (lost orders). Report may be issued by either buyer or seller.
870 – Order Status Report
The transaction set can be used to report on the current status of a requirement forecast, an entire purchase order, selected line items on a purchase order, selected products/services on a purchase order, or purchase orders for a specific customer in their entirety or on a selection basis. The transaction set can also be used to report on the current status of single or multiple requisitions. The report format allows for the inclusion of “reasons” relative to the status. This transaction set may also be used to update the supplier’s scheduled shipment or delivery dates. This transaction set can result from either an inquiry or a prearranged schedule agreed to by the trading partners.