Epicor ERP 10.2.300 is now live and generally available to users. Epicor Software Corporation officially announced the release of their latest version of Epicor ERP (10.2.300) earlier this month. It was released to the public last week.

Announced at Epicor Insights earlier this year, the new capabilities provided in 10.2.300 deliver a better employee experience, improves package control, manages electronic (ACH) transactions in finance and leverage the power and agility of the Microsoft Azure platform to enhance the brands ERP cloud offerings. The Epicor Dealer Network Portal has also been released alongside Epicor ERP 10.2.300.

Epicor ERP 10.2.300 Features

When it comes to overall functionality, Epicor ERP version 10.2.300 brings a lot to the table in terms of capabilities found in the preceding releases of version 10.2. In its latest release, Epicor continues to build on its cloud-first architecture, provides new capabilities for users, strengthens its impact on business objectives, further develops ease of use and overall user experience, and improves visibility with relevant data insights. Leveraging the improved user experience, global capabilities, analytics, deep industry focus, performance and quality, more than 450 companies and 9000 users are utilizing the Epicor ERP 10.2.300 release in the cloud.

Epicor ERP 10.2.300 Kinetic UX Design And Framework

When it comes to usability and simplicity, Epicor ERP 10.2.300 extends across platforms and devices to drive growth and cultivate positive digital experiences. The workforce of today has come to expect device agnostic access coupled with intuitive interfaces. Epicor ERP 10.2.300 delivers on expectations with the best-in-class UX design and framework provided by Kinetic. Bringing a modern look and feel to the forefront, Kinetic goes further by improving system usability and performance.

Epicor ERP 10.2.300 Business Intelligence And Analytics

Data visibility and analysis tools continue to draw significant investment from Epicor and, in the ERP 10.2.300 release, Epicor Data Discovery (EDD) brings even more advantages. Leveraging the data you need to make analyses for timely and accurate decisions has never been easier. Enhanced with new dashboards and an advanced version, EDD can be used to provide a standalone security mechanism across multiple solutions—with or without ERP.

Sales and Material Management benefit greatly from empowered Epicor Data Analytics views, as well. A new content pack, making it easier to align financial and operational data, has been released for Financial Statements, too.

Simpler is better When it comes to SRSS reporting and a new SSRS Report Design application delivers enhanced design, preview, and publishing capabilities.

Epicor ERP 10.2.300 Dealer Network Portal

When it comes to Epicor users’ selling of products and services, a digital experience geared towards dealers is as important as the one provided to their own customers. Attract new levels of loyalty from dealers when leveraging the Epicor Dealer Network Portal, a component of Epicor Commerce Connect. The new Portal includes:

  • The Ability to leverage the Epicor Web Configurator
  • A focus on a dealer-centric experience
  • A dealer-dedicated channel through which to drive growth

“According to Forrester, direct-to-consumer (D2C) commerce is not a new approach to retail, but there is renewed interest for it among branded manufacturers. Epicor can help manufacturers transform the dealer experience through a modern eCommerce interface that dramatically elevates their brands to accelerate business growth. Dealer Network Portal works seamlessly with Epicor ERP and eliminates the cost of manual interactions and duplicate data entry, reducing errors, and overall operational costs.”

Scott Hays, Senior Vice President, Product Marketing, Epicor Software.

Epicor ERP 10.2.300 Package Control Identification (PCID)

The platform’s Package Control Identification (PCID) component received a significant expansion resulting from Epicor’s investment. PCID is an essential component of ERP for any manufacturer with a requirement for superior traceability, such as medical devices and aerospace and defense. Those manufacturers intent on grouping products together and managing their location and path through the enterprise. This release signifies the largest investment in traceability of Epicor ERP in years.

Epicor ERP 10.2.300 Field Service Automation (FSA)

Introduced with the initial release of version 10.2, Field Service Automation continues to make great advancements with four new integrations in:

  • Material Requests
  • Returned Material Goods
  • Expense Reporting
  • The Expansion Of Bi-Directional Contract Management

Additionally, enhancements for ease of use and to support international requirements across the product for both FSA Office and Field Mobile users including added functionality for call center, surveys and mobile pricing.

Epicor ERP 10.2.300 Global Business Management

The release of Epicor ERP 10.2.300 continues to expand with 20 countries that have been enhanced to stay current with recent updates.

The US and Canada received a major feature update to support wider use of electronic payments through ACH. Further expansion regarding the capabilities of ACH include direct deposits for payroll and automatic withdrawals from customer accounts.

US-based business’ FIPS 140-2 encryption and compliance requirements for U.S. customers is been introduced for companies with ITAR compliance requirements. For international customers, release enhancements include:

  • Automatic matching of AP & AR payments
  • Lower of cost or net realizable value (LCNRV) reporting

Epicor ERP 10.2.300 Cloud And MS Azure

The partnership between Epicor and Microsoft continues to make expand with the Microsoft Azure platform. Epicor 10.2.300 further leverages a range of Azure technologies that include Internet of Things (IoT) connectivity, artificial intelligence (AI), and machine learning (ML) to deliver ready-to-use, tailored-to-fit productivity and innovation solutions for midmarket manufacturers and distributors. Regardless of whether Epicor users’ deployment is in the cloud or not, the benefits of the partnership can be readily seen with the release of Epicor ERP 10.2.300. The capabilities of Azure include:

  • Epicor Cloud Upgrade Services is using cloud resources to move Vantage/Vista, Epicor ERP 9, and 10.0 customers to the latest release.
  • In-app messaging is now available to message to cloud users, bringing greater clarity around use of Epicor ERP in the cloud.
  • Online help and education are available to all users in the cloud, simplifying the installation and ongoing management of Epicor ERP for all customers.
  • Azure AD Authentication is used for single sign on (SSO) capabilities for both cloud users and Mobile CRM users.

Epicor ERP 10.3.300 Epicor University

New learning tools, content, and training tools are now available through Epicor University (EU). Users can leverage these new and exciting features to further achieve business goals. Beyond offering comprehensive training options The latest release can be more readily aligned with the different learning styles and needs of employees.

The Epicor ERP 10.3.300 release offers 75+ Upgrade Essentials courses that have been carefully designed to train users on the new functionality available to them. all users on maintenance and support have these courses available to them. Epicor’s Knowledge on Demand (KoD) service has been built directly into Epicor ERP 10.2.300, which includes several new short videos to help solve problems quicker and better understand the new functionality that can be used to great advantage. Ge the answers you need quickly and get back on task with simple search a function in the video library. Alternatively, you can access KoD video content through the Epicor ERP product directly. The Video Help icon on the program toolbar will assist in connecting you with the appropriate video content for your needs.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

 


We’re hosting a special webinar next week with our partners at Avalara. The South Dakota v. Wayfair, Inc. Supreme Court ruling includes the biggest internet sales tax changes since 1992 and the impacts are being felt by businesses all over the United States.

South Dakota v. Wayfair, Inc.

The decision effectively overturned a longstanding physical presence rule (Quill Corp. v. North Dakota) for determining when a state can make remote sellers collect sales tax. These changes are currently in effect and some businesses are having to pay sales tax as far back as Q1 2018.

What: George Padilha of Avalara discusses the implications for businesses across the US under these new rules and how to determine where your business holds economic nexus.

Don’t miss this essential webinar for any business conducting sales across state lines.

When: Oct 30, 2018, 2:30 PM Eastern Time (US and Canada)

After registering, you will receive a confirmation email containing information about joining the webinar.

South Dakota v. Wayfair, Inc. Webinar Recording

To Learn More About The Landmark Decision And Associated Tax Changes, Click Here.

About Avalara

Experts in all things revolving around tax compliance, Avalara makes tax compliance easy and efficiently, enabling you to do what you do best without constantly worrying about rate changes or filing deadlines.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Platinum Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


The Georgia Manufacturing Summit 2018 was a great event and an exceptional opportunity to showcase our services alongside the latest Epicor ERP software to some of the most influential experts and manufacturers in Aviation and Aerospace. While the  Georgia Manufacturing Summit 2018 was an exceptional experience, we’re already looking forward to the 2019 Summit and more opportunities to reach out to our manufacturing partners and prospects in Georgia.

Georgia Manufacturing Summit 2018 Recap 

We met with some exceptional people from factory workers to veteran consultants at the Georgia Manufacturing Summit 2018. Everyone was excited to learn about the latest technology at their fingertips. We are so thankful for the opportunity to make these new connections and work together moving forward with the booth visitors who want a firsthand look at Epicor ERP and Encompass Solutions’ services working together in unison. We’re looking forward to next year’s event from the Georgia Manufacturing Alliance!

An image of the Encompass Team at the Georgia Manufacturing Summit 2018

About the Georgia Manufacturing Alliance

The Georgia Manufacturing Alliance (GMA), based in Lawrenceville, GA, is a professional organization founded in 2008 to support Georgia’s manufacturing community. GMA provides monthly plant tours, educational sessions, tradeshows, and unique networking opportunities designed to help make profitable business connections for its members. The Georgia Manufacturing Directory, Georgia Manufacturing Summit, Georgia Manufacturing Calendar, and the BuyFromGA.com website are additional resources produced by GMA.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Platinum Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


On Monday it was announced that a U.S. Steel and United Steelworkers Union deal has been reached as a “tentative agreement”. The consensus has helped to avoid a steelworker strike that would involve more than 14,000 steelworkers in tubular operations, domestic flat-rolled steel, and ore mining facilities throughout the eastern United States.

a picture of a plant where steel plant a steelworker strike could have taken place if not for recent headway in contract negotiations.

Steelworker Strike Update

Details of the agreement are under wraps while the proposed four-year contract is still under reviewed.

U.S. Steel President and CEO David Burritt released a written statement in which he described the agreement as “fair and in the best long-term interests” as it pertains to U.S. Steel’s and its employees’ futures. Burritt’s stamen goes on to say “Together, we’ve agreed on terms that will create certainty and stability for our many stakeholders, enable our company to implement our long-term business strategy, which includes continued, responsible investments in our people and plants, and position U.S. Steel to remain a leader in the highly competitive global steel industry.”

According to USW Local 1899 vice president Jason Fernandez, Local presidents are returning from negotiations in Pittsburgh and will take time to deliberate with union members on the best course of action. The eventual voting process will be planned to accommodate workers schedules, so it may take up to a week before a decision is made regarding whether to accept U.S. Steel’s proposed contracts or not.

Steelworker Strike Background

Negotiations have been taking place since July, leading up to the September 1st expiration date of worker contracts. Things became heated when it seemed clear that U.S. Steel would not make good on a pay raise that workers had done without over the course of three years in the interest of the company’s future. As company profits reached into the billions over the last three years, workers grew incensed that upper management showed no signs of reciprocation for the hit workers took during the last round of contract negotiations. A steelworker strike was authorized by unions across the eastern US, but never fully enacted.

ArcelorMittal, the largest steelmaker in the US, remains in talks with the USW over contract negotiations and a strike is still possible for the company’s near 16,000 steelworkers.

Steelworker Strike Effects On 2016 Midterm Elections

It has been speculated that the turmoil in the US steel industry will have a significant effect on the outcome of the midterm elections.

While president trump has imposed tariffs on aluminum and steel imports as an effort to drive demand to U.S. producers, not everyone has enjoyed the renewed activity. Jeff Astle, an employee of Universal Stainless and president of Local USW 9531, asserts the contract recently signed by his chapter to be the best he’s seen in 23 years. When asked about what’s changed, he stated, “There was once upon a time I was only working 40 hours a week, barely, but now business is thriving – we are working so many hours it’s not even funny.”

While that may be the case for a veteran of the industry, low-level workers lament that record profits of steel producers, like U.S. Steel and ArcelorMittal, have failed to trickle down. These workers represent a substantial voting bloc for the incumbent and the Republican party. Without the support of these steelworkers, an air of uncertainty hangs looms as the November elections draw near. Talks of walkouts are circling and more than 31,000 steelworkers have granted union negotiators the power to activate a strike that would affect the country’s two largest producers, U.S. Steel and ArcelorMittal. The two companies account for nearly half of all steel produced in the United States.

Material handler at Universal Stainless Henry Polite finds himself between a rock and a hard place, stating “I’m proud to be a steelworker, but I would just like to see more concern for the underdog [the workers], than just the higher-ups.”

The United Steel Workers Union summed up the sentiments of neglected workers in a statement that alleges, “Top company officials have given themselves more than $50 million in pay and bonuses since 2015 while the hourly workforce has not received a wage increase over the same period.”

When it comes to how these resentments could manifest at the polls, Soren Fanning, a history professor at Robert Morris University, alluded to 2016, when the presidential election was all but sold as, ‘we are bringing the steel industry back to Western Pennsylvania, back to America,’. Trump won by fewer than 80,000 votes in the region. Fanning suggests that “People vote their frustrations [And] right now what you’re seeing amongst steelworkers is a real sense of urgency that these promises of better conditions, more purchasing power, more health care get fulfilled and, if they don’t, they are going to go with the party of change.”

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Platinum Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


In Electronic Document Interchange (EDI), an EDI 945 Warehouse Shipping Advice serves as a shipment confirmation. It is sent from the warehouse to a shipping partner that a shipment has taken place.

an image of encompass solutions EDI 945 Warehouse Shipping Advice

An EDI 945 Shipment Advice is deployed from the warehouse following a successfully completed EDI 940 Warehouse Shipping Order. An 856 Advance Ship Notice and an 810 Invoice are also associated with the EDI 945 Warehouse Shipping Advice. The two are provided to the recipient after the supplier has reconciled the quantity shipped against the order quantity.

EDI 945 Warehouse Shipping Advice Format

ST*945*000793492
W06*N*130164184*20180223*04070086303317387*3655250*INFA SP18 MAT FEB IA 1*130164184
N1*SF*FMI INC.*91*01
N3*800 FEDERAL BLVD
N4*CARTERET*NJ*07008*US
N1*ST*MJI MMJ BOSTON*92*9999
N3*81 NEWBURY STREET
N4*BOSTON*MA*02116*US
N9*PGC*CTN25
G62*10*20180222*A*0009
W27*M*PTX*PTE EXPRESS
LX*1
MAN*GM*00008061660010738910
PAL***********12*LB
W12*SH*2*2**EA**UP*191267265735*************VN*M0013731
N9*VC*332
N9*SZ*1SZ
W03*2*12*LB***1*CT
SE*19*000793492

EDI 945 Warehouse Shipping Advice Key Data

Information provided in an EDI 945 Warehouse Shipping Advice will typically include:

  • Supplier information
  • Time of shipment departure
  • Ship-to information
  • Ship-from information
  • Carrier details and shipping method
  • Item numbers, quantities, and descriptions

EDI 945 Warehouse Shipping Advice Benefits

EDI 945 offers plenty of benefits to both the purchaser and the supplier. When implementing electronic warehouse shipping orders, benefits can include:

  • Better visibility into shipping details for buyers, sellers, and warehouses
  • Reduction in manual entry of data, resulting in ease for buyers, sellers, and warehouses
  • Automation of information dissemination streamlines processes and improves efficiency
  • Automation of reconciliation procedures reduces order and shipment inaccuracies

For more information on Encompass Solutions’ EDI offerings, read more about our Rapid EDI Implementation.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


In Electronic Document Interchange (EDI), an EDI 940 Warehouse Shipping Order communicates to the warehouse, relaying information and instructions on what product(s) to ship, the quantity, and when the shipment will be executed.

an image of encompass solutions EDI 940 Warehouse Shipping Order

Once the EDI 940 Warehouse Shipping Order has been sent, an EDI 945 Shipment Advice is deployed from the warehouse. It includes all of the pertinent details of the shipment that are then used by a seller to produce an 856 Advance Ship Notice and an 810 Invoice.

EDI 940 Format

ISA*01*0000000000*01*0000000000*ZZ*ABCDEFGHIJKLMNO*ZZ*123456789012345*101127*1719*U*00400*000003438*0*P*>
GS*OW*7705551212*3111350000*20000128*0557*3317*T*004010UCS
ST*940*0001
W05*N*538686**001001*538686
N1*ST*GRITS BREAD COMPANY*ZZ*00046349
N3*2100 SOUTHEAST AVE
N4*SAN DIEGO*CA*91760
N1*DE*PINK BUNNY BREAD*9*0012345670001
N3*2323 BUNNY BLVD
N4*MINNEAPOLIS*MN*55402
N1*WH*ONTARIO*9*0581493780140
N4*ONTARIO*CA*91761
N9*BR*R1121
G62*10*20000204
G62*02*20000207
NTE*WHI*SHIP ON CHEP PALLETS
W66*PP*M***MTEN
LX*1
W01*12*CA*000100011110*VN*000100*UC*DEC0199******19991205
G69*11.500 STRUD BLUBRY
N9*PC*DEC0199
LX*2
W01*32*CA*000100022220*VN*000200*UC*DEC0299******19991207
G69*11.500 STRUD CINN
N9*PC*DEC0299
LX*3
W01*12*CA*000100033330*VN*000300*UC*JAN0100******20000107
G69*11.500 STRUDEL RASPBRY
N9*PC*JAN0100
W76*56*500*LB*24*CF
SE*29*0001
IEA*1*3317

EDI 940 Warehouse Shipping Order Key Data

Information provided in an EDI 940 Warehouse Shipping Order will typically include:

  • Manufacturer information
  • Required delivery date
  • Item descriptions and quantities
  • Recipient information, including name, ship-to location, contact info, etc.
  • Billing information
  • Shipment method details
  • Shipper stipulations

EDI 940 Warehouse Shipping Order Benefits

EDI 940 offers plenty of benefits to both the purchaser and the supplier. When implementing electronic warehouse shipping orders, benefits can include:

  • Better visibility into shipping details for buyers, sellers, and warehouses
  • Reduction in manual entry of data, resulting in ease for buyers, sellers, and warehouses
  • Automation of order entry streamlines processes and improves efficiency
  • Automation of order entry reduces order and shipment inaccuracies

For more information on Encompass Solutions’ EDI offerings, read more about our Rapid EDI Implementation.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Epicor Tax Connect Certificates need to be updated in order for Epicor Tax Connect to function properly. If you have found your Tax Connect services impacted, please reach out to Encompass Solutions support staff for help in implementing the latest certificates at:

Email: support@encompass-inc.com

Phone: +1-336-617-4556

Chat: Support at the bottom right of your screen

For more information, please read the statement from Epicor below.

Epicor Tax Connect Certificates Announcement

ERP 9.XX.XXX, Vantage 8.XX.XXX or Vista 8.XX.XXX customers are asked to read and act on the applicable Tax Connect certification documents before October 15, 2018.  Customers who do not successfully install the new certificates by October 15, 2018, are advised that Epicor Tax Connect will cease to operate on this date.

The .zip file, which contains the new Tax Connect certificates for the respective customer environment, may be downloaded from the Epicor FTP site below using EpicWeb login credentials (as opposed to EpicCare login credentials):

Important Things to Note

  • The ERP system administrator or IT resource will need to review the attached Tax Connect certificate install guides to determine which set of install instructions to use and which Tax Connect Certificates.zip file to obtain and use for the respective Epicor, Vantage or Vista environment.
  • Although the Tax Connect Certificate .zip files are posted to the Vantage folder of the FTP site, it is also the correct FTP site folder to download from for those who have Epicor 9.XX.XXX or Vista 8.XX.XXX.
  • The ERP 9 Tax Connect New SSL Certificates Oct 2018.zip file, for Epicor ERP 9 only, is a small file size and will download quickly. This file can also be sent to an email account which accepts .zip file attachments. Some customers’ business email servers are configured to quarantine email messages received with .zip file attachments. If this applies to the customer’s company, the file can be sent to a personal email address such as gmail.com, for example. The file can also be attached to EpicCare support cases.
  • The Tax Connect New SSL Certificates Oct 2018 OE101B.zip file, for Vantage 8.03.XXX and for Vista 8.03.XXX only, is a large file size of approximately 100MB. It will take an extended period of time to download from the FTP site with total download time required dependent on the speed of the customer’s internet connection. This file is too large to be emailed to customers or to be attached to EpicCare support cases.

If you do not feel comfortable applying the new Tax Connect certificates to their Epicor 9, Vantage 8 or Vista 8 system using the install instructions provided in the available documents, are asked to open a new support case on the EpicCare Customer Portal, select the Asset/Module of Tax Connect, and refer to either Tax Connect or Avalara in the Short Description (summary line) of the case so it will be assigned to the correct Support team (Third Party Products – Financial) without delay. Although Epicor will not install the new certificates for customers, we can provide additional guidance for customers who have obtained the applicable .zip file for their environments.

When opening a new support case with Epicor’s Tax Connect Support team to request Tax Connect certificate installation assistance, customers are asked to provide the following information for their respective company:

  • Your company’s account number (a 5-digit number we formerly referred to as site ID) or company name.
  • The name, phone number, and email address of the IT contact at the respective site whom we may contact to provide guidance.
  • Your company’s version of Epicor ERP, Vantage or Vista, which can be confirmed by logging into the application, opening any screen, and then clicking Help > About.

NoteIf your company uses Epicor ERP version 10.X, the company is all set and does not need to take any action.

  • Your company’s Progress Open Edge version which is used with Epicor ERP, Vantage or Vista.

For additional assistance in the certification process, you can contact your Encompass Solutions CAM directly or Encompass Solutions support via the link below, by phone (336-617-4556), and by live chat.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, Epicor Platinum Partner, and NetSuite Solution Provider that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


In Electronic Document Interchange (EDI), an EDI 860 Purchase Order Change Request – Buyer Initiated is used to request changes to a shipment following the submission and acknowledgement of a purchase order.

an image of encompass solutions EDI 860 Purchase Order Change Request – Buyer Initiated

The EDI 860 informs the supplier that the buyer is interested in making changes to a previously submitted order. This request can emerge for many reasons, such as fewer or more items needed than previously estimated, color variations are required, or perhaps outright cancellation of the order. An EDI 860 helps to both supplier and buyer ensure that a final version of an order is correct. Beyond this, the EDI 860 provides transaction reconciliation and proper, accurate payment when the invoice for payment is received.

EDI 860 Purchase Order Change Request – Buyer Initiated Key Data

When it comes to an EDI Purchase Order Change Request – Buyer Initiated, depending on the agreement between trading partners, there is typically a set of standard data that is included, such as:

  • Purchase order number
  • Additional items
  • Additional quantity
  • Changed items
  • Pricing amendments
  • Cancelled orders
  • Rescheduled shipping or delivery dates

EDI 860 Purchase Order Change Request – Buyer Initiated Benefits

EDI 860 offers plenty of benefits to both the purchaser and the supplier. When implementing the use of a Purchase Order Change Request, benefits can include:

  • Better inventory management
  • A more efficient supply chain
  • More accurate financial transactions
  • More efficient communication between suppliers and partners
  •  

For more information on Encompass Solutions’ EDI offerings, read more about our Rapid EDI Implementation.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


In Electronic Document Interchange (EDI), an EDI 855 Purchase Order Acknowledgment is essentially an electronic version of a phone call or fax that informs the submitter of a purchase order the supplier will be filling the order as requested.

an image of encompass solutions EDI 855 Purchase Order Acknowledgment

The EDI 855 informs the buyer that you will be filling the order and shipping the goods as requested by the date requested. If this is not the case, and the order can not be fulfilled as requested, then the EDI 855 is used to communicate to the buyer that the supplier will be unable to complete the order as-is. the order can be outright rejected, or accepted with changes in this case. An order can be rejected for any reason in this case, such as insufficient stock for the items specified or a disagreement with the terms of the Purchase Order.

EDI 855 Format

ISA*01*0000000000*01*0000000000*ZZ*ABCDEFGHIJKLMNO*ZZ*123456789012345*101127*1719*U*00400*000003438*0*P*>
GS*PR*4405197800*999999999*20110527*1719*1421*X*004010VICS
ST*855*1001
BAK*00*AC*ABC123*20000430*****20000430
DTM*067*20000507
N1*ST**21*HO1000A00
PO1*1*10*CA*72.95*CT*UK*50387698433528
ACK*IA*10*CA*067*20000507**UK*50387698433528
PO1*2*25*BX*15.75*CT*UK*30387698775411
ACK*IA*25*BX*067*20000507**UK*30387698775411
CTT*2
SE*10*1001
GE*1*1421
IEA*1*000004438

EDI 855 Purchase Order Acknowledgment Key Data

When it comes to an EDI 855 Purchase Order Acknowledgement, depending on the agreement between trading partners, there is typically a set of standard data that is included, such as:

  • Purchase order number
  • Estimated shipping and delivery dates
  • Unique product and service identifiers such as UPC/EAN/GTIN, as well as their respective quantities
  • Item status, such as accepted, rejected, accepted with changes, or back ordered

An EDI 855 Purchase Order Acknowledgment accepted with changes will likely include one of the following amendments to the original Purchase Order:

  • Header level changes. This can include line items accepted, changes in freight, or amendments to cash terms
  • Changes or rejection of one or more line items, without header-level changes
  • Header-level changes may be included along with one or more line items changed or rejected

Additional data may be included or required according to trading partner specifications. These data can include:

  • Vendor number
  • Item price
  • Additional item identifiers such as Buyer Item Number or Vendor Part Number
  • Item description

EDI 855 Purchase Order Acknowledgment Benefits

EDI 855 offers plenty of benefits to both the purchaser and the supplier. When implementing the use of a Purchase Order Acknowledgement, benefits can include:

  • Visibility into a supplier’s commitment to fulfilling an order
  • Quicker routing of acknowledgments and changes with automation
  • Improved organization of order information between suppliers and partners
  • Reduction of issues post-invoicing
  • Easy confirmation of supplier-fulfilled orders direct to end consumers

For more information on Encompass Solutions’ EDI offerings, read more about our Rapid EDI Implementation.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


In Electronic Document Interchange (EDI), an EDI 856 Advance Shipment Notification (ASN) is most commonly utilized as a method of shipment confirmation between a supplier and retailer. The 856 provides visibility for inbound shipments, automation of receiving, and confirmation for direct vendor-to-consumer shipments.

an image of encompass solutions EDI 856 Advance Shipment Notification

An EDI 856 Advance Shipment Notification is typically insufficient to fully comply with EDI standards. additional documentation is necessary to fully comply with the sales cycle requirements. An acknowledgment document, such as an 810 Invoice, will need to be included as well as an advance shipping notice, such as an EDI 856 Advance Shipment Notification. an EDI 856 will include important information regarding the outbound shipment, including the shipment’s contents and how the items were prepared for shipment.

EDI 856 Format

ISA*01*0000000000*01*0000000000*ZZ*ABCDEFGHIJKLMNO*ZZ*123456789012345*101127*1719*U*00400*000003438*0*P*>
GS*SH*4405197800*999999999*20111206*1045*49*X*004060
ST*856*0008
BSN*14*829716*20111206*142428*0002
HL*1**S
TD1*PCS*2****A3*60.310*LB
TD5**2*XXXX**XXXX
REF*BM*999999-001
REF*CN*5787970539
DTM*011*20111206
N1*SH*1 ENCOMPASS SOLUTIONS
N3*1175 REVOLUTION MILL DRIVE L31
N4*GREENSBORO*NC*27405
N1*OB*ABC RETAIL
N3*P O BOX 1010101
N4*LEXINGTON*NC*27292-0336**SN*1010
N1*SF*1 ENCOMPASS SOLUTIONS
N3*1175 REVOLUTION MILL DRIVE L31
N4*GREENSBORO*NC*27405
HL*2*1*O
PRF*99999817***20111205
HL*3*2*I
LIN*1*VP*87787D*UP*999999310145
SN1*1*24*EA
PO4*1*24*EA
PID*F****BLUE WIDGET
HL*4*2*I
LIN*2*VP*99887D*UP*999999311746
SN1*2*6*EA
PO4*1*6*EA
PID*F****RED WIDGET
CTT*4*30
SE*31*0008
GE*1*49
IEA*1*000000049

EDI 856 Advance Shipment Notification Key Data

When it comes to an EDI 856 Advanced Shipment Notification, depending on the agreement between trading partners, there is typically a set of standard data that is included, such as:

  • Purchase order number
  • Shipment notice number
  • Shipment destination
  • Shipment source
  • Shipping date
  • Delivery date
  • Unique product and service identifiers, including UPC/EAN/GTIN and their respective quantities

Additional data may be required according to trading partner specifications. These data can include:

  • Carrier and service levels
  • tracking numbers
  • terms of freight
  • Vendor part numbers
  • Buyer Item number
  • Item description

EDI 856 Advance Shipment Notification Benefits

EDI 856 offers plenty of benefits to both the purchaser and the supplier. When implementing the use of ASN, benefits can include:

  • Increased visibility into shipment progress and contents
  • Increased shipment accuracy
  • Increased fulfillment rates
  • Easy cross-referencing between PO and shipment
  • Reduced need for safety stock

For more information on Encompass Solutions’ EDI offerings, read more about our Rapid EDI Implementation.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.