The EDI invoicing process in Epicor is generally done behind the scenes with little to no intervention from the user. However, occasionally some kind of hiccup occurs. This may require a mass reprint of invoices to send out via EDI. For example, your network may have gone down just as your EDI invoices were processing. If those files never made it to your VAN or to the trading partner, you have to send a large number of files back out. Traditionally, we’ve accomplished this by assigning one person to sit in front of their computer, with a list of the impacted invoices, manually printing them one-by-one.

an image of the electronic data interchange principals used to allow Entrust EDI users to mass re-print edi invoices.

Mass Re-Printing Of EDI Invoices

There is a “Mass Print AR invoices” report in Epicor. However, this doesn’t work for EDI. The file generated ends up being one giant file with multiple records in it. Unfortunately, EDI maps cannot process a file like this.

A solution that we’ve recently been using successfully, has been to do a DMT update of the open invoices in question. Complete this at an “off” time for invoicing to maintain the normal flow of invoicing.

The process starts by identifying the outstanding invoices, and pulling them out of Epicor via DMT. The invoices will be opened in Excel for editing.  Once you have a working Excel spreadsheet to work from, it’s then time to start the update process.  Begin by setting the Auto-print BPM in Epicor to trigger off of the “document printed” field (InvcHead.DocumentPrinted) if the field is “true”.  Using DMT, reset all of the values in that field to FALSE and load DMT back in.  Your invoices are all now reset to not print.  Next, change your excel file to set that same document printed flag as TRUE and reload DMT.  This will trigger the BPM to fire and should result in the EDI output being generated.

If you have more than 200 files, it’s best to complete this task in sections. Try not to exceed 200 files per pass. This will minimize and control the load on EDI mapping software.

Finally, validate the invoices have made it through mapping and successfully arrived at the trading partner or at the VAN.

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.


Over the last 40 years, electronic data interchange (EDI) has become known as a business standard format for relaying documents electronically between trading partners in a network. While EDI comes with great benefits, it is not without its challenges. Fortunately, for the vast majority of businesses, the benefits of EDI far outweigh the drawbacks. Modern methods and technology have only served to provide more potent EDI benefits for small and medium businesses.

Financial Benefits Of EDI

Because EDI is a digital means of communicating for businesses, it comes with many advantages over paper-based systems. Not only this, but it saves on costly errors, wait time, and a host of other factors that businesses not utilizing EDI will suffer from.

Take for instance paper and postage, the most obvious difference between EDI and other communication systems. Because all EDI transactions are completed electronically and instantaneously, the expense of paper, postage, envelopes, forms, ink and transit costs are cut out of the equation. EDI not only saves on waste and materials within a business but also resources beyond the walls of the business, such as fuel and labor associated with shipping and transit activities. Administrative and maintenance costs are also impacted by EDI, due to storage, filing, and retrieval costs no longer being part of the equation.

an image of the financial benefits of edi

Labor costs are reduced, as well. This is because data entry, manual review of documents, and other administrative tasks, like sorting, copying, and filing, are no longer necessary with EDI. The automation provided by EDI frees time to take on and complete constructive tasks for teams while cutting down on costly errors significantly. The work hours involved are reduced significantly and order processing can essentially be put on autopilot, save for the instances and conditions a business has built into its EDI processes.

Operational Benefits of EDI

We touched on the automation EDI provides in the section above, but those improvements go beyond the cost-savings and financial benefits of EDI. When your business runs more efficiently, trading partners and customers are more inclined to return to you with their business.

Maintaining accuracy in a paper-based trading network is a full-time job. Even with expert administrators and financial professionals, these tasks are wrought with problematic processes. There are many opportunities for human errors when it comes to re-keying data from orders, processing returns, and carrying out payment processing. EDI is an as-in, as-out technology. This means that the data received is the same as the data transmitted from trading partners. There is no need to re-enter data manually. The result is fewer erroneous entries, product returns, and lost orders.

an image of the operational benefits of edi

On the topic of order fulfillment, EDI provides businesses with better visibility into their supply chain and inventory. The lead-time necessary to process an order is reduced and a business can move closer to a Just-in-Time (JIT) system.

Order accuracy is maintained at the highest level via digital records. When tied into a business’ ERP system, order, supply chain, and inventory data are ready and accessible for better and more informed decision-making. When a business is more able to adapt to market conditions and respond to supply chain issues, they are better positioned to outperform its competitors.

EDI has a tremendous impact on operations, from speed and accuracy to automation and efficiency. However, security is a topic increasingly at the forefront of conversations between trading partners and businesses with their customers. EDI delivers enhanced security protocols that place several layers of transactional data protection between businesses and their networks, as well as their customers.

Trading Partner and Customer Benefits of EDI

Beyond all the internal business benefits of EDI, there are many external trading partners and customer benefits of EDI.

One example emerges in a business’s ability to respond to changes in market conditions more quickly and effectively. Response time to environmental factors can be shaved down to seconds with EDI, resulting in fewer order disruptions and streamlined processes between sales and trading partner activities. The precision this facilitates ensures that production planning, order fulfillment, delivery, and response time are more precise and in alignment with a trading network or customer’s best interests.

an imag eof the tradin partner and customer benefits of edi

The internet has connected the world on a scale never seen before in history. As a result, those we communicate with expect updates to be quick, accurate, and on-demand. EDI facilitates all three of these demands by providing information on process statuses, such as acknowledging receipt of orders, invoices, changes to purchase orders, pending payment status, and more.

Delivering on customer expectations is the key to securing their business long-term. EDI ensures that businesses are equipped to do so while also making accurate and timely updates available. In a competitive marketplace, where the buyer has the power, businesses need to leverage every advantage available. A high level of customer service is essential to thrive and EDI can help provide customer benefits their competitors may lack.

Trading partners and trading networks are often the driving force behind EDI implementation. EDI compliance can open the doors to more fruitful and expansive trading networks for businesses. Once the standards are put into place, EDI trading partner benefits are numerous and serve to grow a business’ trading network.

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 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 the Industry.


When it comes to EDI, small businesses are often compelled to implement it by their larger trading partners and suppliers. While a business may think it’s too small to warrant such a change, it’s easier to get started with EDI for small businesses than one might think.

EDI For Small Businesses: Burdens And Benefits

There are, as with many transformative technologies, initial barriers to be overcome. However, this is true for entities of every size when implementing EDI. Smaller businesses have an easier time with some of these barriers than their larger counterparts. For many, the biggest barrier is costs associated with infrastructure and staff, for others, it’s the transition from paper-based systems to digital and automated ones. Whatever the hurdle to overcome may be, the benefits of integrated EDI for small businesses far outweigh the benefits that may be holding a business back from making the change.

Satisfaction, Loyalty, And Growth With EDI For Small Businesses

When it comes to the many arguments for a small business to begin leveraging EDI, nothing trumps growth. EDI enables growth in a big way, especially for smaller businesses. Two significant avenues through which EDI facilitates this are customer satisfaction and brand loyalty. When the experience of purchasing goes smoothly, and communication is fluid, customers appreciate the experience. Consistent performance in this regard delivers repeatable experiences that drive customer satisfaction. Positive word-of-mouth and online recommendations increase, which earns more business and retain loyal customers.

an image of a small business owner growing his business with edi for small businesses

Accuracy, Automation, And Accountability

It’s not unusual for small business staff to wear many hats and assume several responsibilities from day to day. Even specialists make mistakes, but staff tasked with multiple duties at a business are provided more opportunities to make simple errors. These errors can have far-reaching consequences. With EDI many of the repetitive and manual tasks associated with purchasing, invoicing, and shipping can be automated, accurately enacted, and provide transparent records for superior accountability. The result is fewer botched orders, better follow-through on commitments to customers, and another opportunity to prove their loyalty is earned and valued.

An image of a shop floor production improvements thanks to edi for small businesses

Reducing Overhead With An EDI Partner

For many small businesses, envisioning the added burden of managing EDI infrastructure and maintaining knowledgeable staff can sink the idea before it’s put into action. Fortunately, some options don’t place these anxieties squarely on the shoulders of businesses. After the initial set-up of EDI, an EDP partner can maintain the system apart from a business’ day-to-day operation and IT structure. These systems are repeatable and scale with growth and can be easily integrated into existing ERP systems or to those added further down the line as time goes on.

an image of a business owner and edi partner agreeing on an edi for small businesses contract

By passing off the cost of an EDI project to an external partner, small businesses can enjoy the benefits of EDI without the additional staff, software, and hardware to maintain. This leaves in-house talent free to take on value-added activities that drive business growth and focus on customer care.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider, and Epicor Gold Partner that offers professional services in EDI,  business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing 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 the Industry.


When it comes to EDI, just like any other transformative technology, some factors may present barriers before implementation can begin. Many barriers can present themselves when it comes to working with EDI for the first time and each may be unique to a business or industry. In this case, the most common EDI barriers to implementation are:

  • Understanding
  • Change Management, Education, And Effort
  • Time
  • Money
  • Willingness Of Customers Or Suppliers

1. Understanding EDI

Understanding EDI is often one of the first EDI barriers to implementation to overcome, but also the easiest. Once a business has a clear picture of the structure, mechanics, and benefits of EDI, the choice to implement or not becomes obvious. What follows is an evaluation of peripheral factors that make EDI implementation feasible or not for that business.

2. EDI Change Management, Education, And Effort

Second on the list of EDI barriers to implementation generally follows understanding EDI. The internal struggle to get management on board, vital staff trained, and reinforce a culture of continual process improvement is no small endeavor. For most businesses, change management is one of the most significant barriers to overcome in projects of just about any size and scope. For businesses taking on the responsibility to administer EDI in-house, this challenge is a pivotal one. Managing software and hardware installation, updates, and maintenance is a full-time job on its own. Many businesses make the mistake of assigning one key resource to oversee EDI, as well. The problems that arise when they decide to take time off or fall ill can be major roadblocks. The problems multiply exponentially should they decide to leave their role entirely. For those who bring on a third party, it’s not as significant. This is because a third-party EDI services provider completes the labor associated with EDI administration, updates, security, and auditing.

3. EDI Implementation And Maintenance Time Requirements

Unlike substantial technological projects, like ERP implementation, EDI Implementation can compete in a relatively fast timeframe. Though, this will depend on the size and scope of a trading network. For businesses with no connection to EDI through their suppliers, it will generally take longer to implement EDI than those whose suppliers and trading partners are already aligned to adopt EDI technology.

Maintenance is an ongoing effort for your in-house team and needs to be met with the same care and attention to detail as any other IT operation to keep things running smoothly. Setting aside time for new mappings, changes required when it’s time to upgrade, and regular auditing is necessary. Hiring a third-party EDI services provider can allay the pressures associated with maintaining your EDI infrastructure.

4. EDI Implementation And Maintenance Costs

Like most process-improving technologies, EDI costs money to implement and maintain. Early iterations of the technology were rather costly. Over the last several years, efficiencies and advancements in EDI have driven costs down. Now, implementations and maintenance are far more affordable for small and medium-sized businesses. The price of that implementation and maintenance depends on the number of documents being mapped and the size of a customer’s or supplier’s trading network. Costs come down when in-house IT maintains the EDI infrastructure, but the additional workload does not always justify the savings on the front end.  Many businesses find it preferable to have a specialized third party administrate their EDI services, while in-house teams manage day-to-day operations.

5. The willingness Of Customers Or Suppliers

For suppliers, EDI is often already in place or easy to implement when requested by customers. Customers, on the other hand, may not be so keen on adding EDI infrastructure because one trading partner requires it. In this case, the trading relationship can be severed. Suppliers tend to be more open to EDI as a framework for optimizing how transactions and communications take place both in and outside of their organization. Still, suppliers may have particular requirements of an EDI solution that a customer or vendor may not agree with

How The Benefits Of EDI Outweigh The EDI Barriers To Implementation

While there are plenty of potential obstacles to overcome when implementing a transformative technology like EDI, the benefits are well worth the process. Successful implementation yields tremendous benefits for businesses, including:

  1. Reduced administrative/transaction costs
  2. Decreased inventory levels/inventory costs
  3. Improved information accuracy
  4. Improved cash flows
  5. Better customer service
  6. Enhanced competitiveness in the marketplace
  7. Efficient communication
  8. More valuable trading partner relationships
  9. More free time for valuable in-house resources
  10. Improved security

To learn more about EDI and how it can benefit your business, contact the EnTrust EDI experts at Encompass Solutions using the link below.

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 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 the Industry.


While supply chains differ from one manufacturing company to the next, data still needs to be exchanged between suppliers, manufacturers, and customers. This is why Electronic Data Interchange (EDI) is such a critical component of modern manufacturing. EDI is a document exchange protocol. It involves a company’s entire digital infrastructure and is by and large considered the standard when it comes to purchasing orders, invoices, shipment notices, and other documents frequently exchanged between trading partners. Here are the Top 5 EDI documents for manufacturing and why you should be implementing their use in your trading partner cycle.

First, What Is Electronic Data Interchange (EDI)?

EDI can be summarized as a process by which computer systems exchange business documents quickly and securely in a standard electronic format. Some examples of those electronic formats include those from ANSIEDIFACTTRADACOMS, and ebXML. This is a simple definition but the concept of EDI documents for manufacturing extends from communications to design, as well.

an image representing transfer of edi documents for manufacturing

“While EDI is an infrastructure of a supply chain management system for QR (Quick Response) and ECR (Efficient Consumer Response), it is also a technology that supports concepts such as computer-aided design (CAD) and computer-aided acquisition and logistic support (CALS), a higher-level concept of CAD. EDI is based on standardization of electronic data exchange. There are many organizations that make rules for the standardization, such as ANSI (American National Standards Institute), EDIFACT (Electronic Document Interchange For Administration, Commerce and Transportation), CII (Center for the Informatization of Industry), EIAJ (Electronics Industries Association of Japan), and VICS (Voluntary Interindustry Commerce Standards Association). The rules differ depending on the types of applications for each industry that are installed on the infrastructure of EDI.”

Understand Supply Chain Management through 100 words
by Zenjiro Imaoka
Published by KOUGYOUCHOUSAKAI

The Top 5 EDI Documents For Manufacturing

From start to finish, your trading cycle is likely to include these 5 EDI documents 95 percent of the time. However, this is also dependent on your particular manufacturing industry. We’ll go more into that later. For now, here are The Top 5 EDI Documents For Manufacturing:

1. EDI 810 – Invoice

In Electronic Document Interchange (EDI), an EDI 810 is the electronic version of a traditional paper invoice. Used primarily in the manufacturing and retail industries, an EDI 810 Invoice is sent by the vendor or supplier to a retail partner or distributor to request payment for products and/or services.

utilizing the EDI 810 invoice offers several benefits to both the supplier and the purchaser. These benefits will depend on the transaction’s level of automation and integration on either party’s system. These benefits can include:

  • Increased efficiency, reduced time to complete transactions, and decreased volume of paper flow
  • Less time spent manually submitting invoices on the supplier’s end
  • Less time spent manually entering invoices on the purchaser’s end
  • Increased resources to focus on value-added work for both supplier and purchaser
  • A significant reduction, if not outright elimination, of errors associated with manual entry
  • Reconciliation against orders/shipments to verify correct invoice amounts
  • Better order fulfillment
  • Faster payment

2. EDI 830 – Planning Schedule with Release Capability

An EDI 810 is the electronic version of a traditional paper invoice. Used primarily in the manufacturing and retail industries, an EDI 810 Invoice is sent by the vendor or supplier to a retail partner or distributor to request payment for products and/or services.

EDI 830 offers plenty of benefits to both the purchaser and the supplier. when implementing electronic trading of the inventory advice benefits can include:

  • Better visibility into when a product is out of stock or no longer being made and the ability to advise other actions as a result
  • Better management of e-commerce drop shipping
  • Communicates when items will be available if out of stock
  • Better forecasting when planning warehouse levels and ordering
  • Easier Management of details on eCommerce websites, for instance, when items are out of stock, quantities are available, or remove the items from the website
  • Enables ordering of non-stock items and special orders

3. EDI 850 – Purchase Order (PO)

The EDI 850 Purchase Order (PO) is most commonly utilized when placing an order for goods or services. The 850 is most widely used in general merchandise, while its counterpart, the EDI 875 Purchase Order, is reserved for grocery items.

EDI 850 offers plenty of benefits to both the purchaser and the supplier. When implementing the use of electronic purchase orders, benefits can include:

  • Reduced the volume of paper-based processes
  • Reduced time to complete transactions on both ends of trading partnerships
  • Reduced time invested in manual processes, such as order submissions and PO entry
  • Increase in value-added work as resources are freed by automation of manual processes
  • Fewer data entry errors
  • Optimized fulfillment
  • Reduced on-hand inventory for retailers

4. EDI 855 – Purchase Order (PO) Acknowledgment

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.

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

5. EDI 856 – Advance Shipment Notification (ASN)

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.

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

Additional EDI documents utilized by some manufacturers include those who operate Third-Party Logistics (3PL or TPL). These manufacturers often find EDI document 940 – Warehouse Shipping Order and EDI document 945 – Warehouse Shipping Advice particularly useful. In the case of the Aviation and Aerospace Manufacturing industries, an EDI document 862 – Shipping Schedule is always used, while an EDI document 850 – Purchase Order (PO) is not.

Why You Should Care About EDI Documents For Manufacturing

While EDI revolves around document routing it does a whole lot more for your organization than simply sending documents electronically. The efficiency and security of electronic document interchange increase your productivity, minimize waste, and ensure the integrity of your trading cycle. Not only this, but you can add the fact that you are automating tasks that are generally non-revenue generating, which leaves more time for value-added activity in the organization. The result is more valuable partnerships, increased supplier satisfaction, and higher reliability rates of internal processes. Here are just a few of the incredible benefits of EDI:

  • Audit trails
  • Contingency planning
  • Use of acknowledgments
  • Electronic document management
  • Activities of supporting networks
  • User access controls to systems and networks
  • Cryptographic techniques for authentication and confidentiality

In short, If you plan to run an organized and efficient manufacturing business, you cannot afford to overlook the utility of implementing EDI documents for manufacturing. Fortunately, Encompass Solutions, Inc. can help you with that. For more information on Encompass Solutions’ EnTrust EDI solution, read about our Rapid EDI Implementation.

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 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 the Industry.


EDI 944 Warehouse Stock Transfer Receipt Advice

In Electronic Document Interchange (EDI), an EDI 944 Warehouse Stock Transfer Receipt Advice is a supply chain EDI transaction most often utilized by third-party logistics providers to inform manufacturers that a shipment transfer has taken place successfully. It follows an EDI 943 Warehouse Stock Transfer Shipment Advice. This indicates that an on-site official has received the shipment and inspected the contents for accuracy and damage against the EDI 943’s details.

EDI 944 Warehouse Stock Transfer Receipt Advice Format

ST*944*001211532
W17*F*20170830*SVR083411
N1*WH*Judge Warehousing, LLC*54*PL
N9*BM*2007858419*1042652
N9*PO*1042652
W08*T***RBTW*239
W07*4*RL**SN*N47H23172L
N9*DO*100015646
W20*1*4*RL*192.0*G*K
W20*1*4*LF*991*M
W20*1*4*BW*757*K*K
W20*1*4*NW*192.0*N*K
W20*1*4*W*25.4*W*CM
W20*1*4*DI*121.9*CM
W20*1*4*DT*196*K
W20*1*4*GC*FPL
W07*4*RL**SN*N47H23172M
N9*DO*100015646
W20*1*4*RL*194.0*G*K
W20*1*4*LF*991*M
W20*1*4*BW*757*K*K
W20*1*4*NW*194.0*N*K
W20*1*4*W*25.4*W*CM
W20*1*4*DI*121.9*CM
W20*1*4*DT*198*K
W20*1*4*GC*FPL
W07*4*RL**SN*N47H23172N
N9*DO*100015646
W20*1*4*RL*193.0*G*K
W20*1*4*LF*991*M
W20*1*4*BW*757*K*K
W20*1*4*NW*193.0*N*K
W20*1*4*W*25.4*W*CM
W20*1*4*DI*121.9*CM
W20*1*4*DT*199*K
W20*1*4*GC*FPL
W07*4*RL**SN*N47H23172P
N9*DO*100015646
W20*1*4*RL*193.0*G*K
W20*1*4*LF*991*M
W20*1*4*BW*757*K*K
W20*1*4*NW*193.0*N*K
W20*1*4*W*25.4*W*CM
W20*1*4*DI*121.9*CM
W20*1*4*DT*199*K
W20*1*4*GC*FPL
W07*4*RL**SN*N47H23172Q
N9*DO*100015646
W20*1*4*RL*193.0*G*K
W20*1*4*LF*991*M
W20*1*4*BW*757*K*K
W20*1*4*NW*193.0*N*K
W20*1*4*W*25.4*W*CM
W20*1*4*DI*121.9*CM
W20*1*4*DT*198*K
W20*1*4*GC*FPL
W07*4*RL**SN*N47H23173M
N9*DO*100015646
W20*1*4*RL*196.0*G*K
W20*1*4*LF*994*M
W20*1*4*BW*757*K*K
W20*1*4*NW*196.0*N*K
W20*1*4*W*25.4*W*CM
W20*1*4*DI*121.9*CM
W20*1*4*DT*199*K
W20*1*4*GC*FPL
W07*4*RL**SN*N47H23173N
N9*DO*100015646
W20*1*4*RL*195.0*G*K
W20*1*4*LF*994*M
W20*1*4*BW*757*K*K
W20*1*4*NW*195.0*N*K
W20*1*4*W*25.4*W*CM
W20*1*4*DI*121.9*CM
W20*1*4*DT*200*K
W20*1*4*GC*FPL
W07*4*RL**SN*N47H23173P
N9*DO*100015646
W20*1*4*RL*195.0*G*K
W20*1*4*LF*994*M
W20*1*4*BW*757*K*K
W20*1*4*NW*195.0*N*K
W20*1*4*W*25.4*W*CM
W20*1*4*DI*121.9*CM
W20*1*4*DT*200*K
W20*1*4*GC*FPL
W07*4*RL**SN*N47H23173Q
N9*DO*100015646
W20*1*4*RL*195.0*G*K
W20*1*4*LF*994*M
W20*1*4*BW*757*K*K
W20*1*4*NW*195.0*N*K
W20*1*4*W*25.4*W*CM
W20*1*4*DI*121.9*CM
W20*1*4*DT*199*K
W20*1*4*GC*FPL
W07*4*RL**SN*N47H23192M
N9*DO*100015646
W20*1*4*RL*195.0*G*K
W20*1*4*LF*990*M

EDI 944 Warehouse Stock Transfer Receipt Advice Key Data

EDI 944 Warehouse Stock Transfer Receipt Advice documents are a mix of data elements and fields. Most commonly the EDI 944 Warehouse Stock Transfer Receipt Advice will include:

  • Supplier information
  • When the shipment was received
  • Item numbers, descriptions, and quantities
  • Warehouse receiving location
  • Shipper information

Once received, a destination official will inspect the shipment for accuracy and any damage. Once verified and accepted, the recipient will respond to the supplier with a 944 Warehouse Stock Transfer Receipt Advice.

EDI 944 Warehouse Stock Transfer Receipt Advice Benefits

EDI 944 Warehouse Stock Transfer Receipt Advice serves a specific function within the supply chain. That is acknowledgment from a third-party warehouse location that a shipment has been received and is as described on the shipment’s pack slip. The EDI 944 communicates a shipment is progressing along its prescribed journey as it should and maintains accuracy after it has left the facility of origin.

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.


EDI 943 Warehouse Stock Transfer Shipment Advice

In Electronic Document Interchange (EDI), an EDI 943 Warehouse Stock Transfer Shipment Advice is used by the supplier to alert the recipient that a transfer shipment has been made. The EDI 943 Warehouse Stock Transfer Shipment Advice sends details to a receiving location, which can include all manner of information concerning the product(s) being shipped to that location. A 997 Functional Acknowledgement is typically then sent from the recipient, indicating the EDI 943 Warehouse Stock Transfer Shipment Advice was received successfully.

an image of encompass solutions EDI 943 warehouse stock transfer shipment advice

Shipment Advice Format

ST*943*0001
W06*F*19691*20180214*704961**6215******1
N1*DE*Fiji Water*91*FW038070236
N3*11444 W Olympic*Suite 210
N4*Los Angeles*CA*90064
N1*CN*Schneider Logistics*ZZ*FGA
N3*c/o Schneider Logistics*246 Grange Road
N4*Port Wentworth*GA*31407
N1*SF*FW Natural Waters of Viti Ltd*ZZ*FYQ
N3*1 Naseyani Road
N4*Yaqara*FJ
G62*02*20180214
W27*VE*SCAC*Routing
W04*1260*CA*632565000630*VN*FFUS 330ML 6PK*LT*14FEB18
N9*OC*IVLU-9554210
N9*SN*47895799
W04*1416*CA*632565000111*VN*FFUS 0.5L 6PK*LT*14FEB18
N9*OC*ANSU-1910735
N9*SN*1286690
W04*1484*CA*632565000128*VN*FFUS 1.0L 6PK*LT*14FEB18
N9*OC*SUDU-3972176
N9*SN*1286633
W04*1484*CA*632565000050*VN*FFUS 1.0L*LT*14FEB18
N9*OC*SUDU-3362002
N9*SN*1286640
W04*1484*CA*632565000050*VN*FFUS 1.0L*LT*14FEB18
N9*OC*SUDU-3323304
N9*SN*1286691
W04*1484*CA*632565000050*VN*FFUS 1.0L*LT*14FEB18
N9*OC*SUDU-3660408
N9*SN*1286636
W04*1484*CA*632565000128*VN*FFUS 1.0L 6PK*LT*14FEB18
N9*OC*SUDU-2581650
N9*SN*1286729
W04*1484*CA*632565000128*VN*FFUS 1.0L 6PK*LT*14FEB18
N9*OC*SUDU-3983951
N9*SN*1286770
W04*1484*CA*632565000128*VN*FFUS 1.0L 6PK*LT*14FEB18
N9*OC*SUDU-3375890
N9*SN*1286727
W04*1484*CA*632565000128*VN*FFUS 1.0L 6PK*LT*14FEB18
N9*OC*SUDU-3610238
N9*SN*1286761
W04*1416*CA*632565000111*VN*FFUS 0.5L 6PK*LT*14FEB18
N9*OC*SUDU-3448220
N9*SN*47895798
W04*1416*CA*632565000111*VN*FFUS 0.5L 6PK*LT*14FEB18
N9*OC*SUDU-1528183
N9*SN*1286692
W04*1416*CA*632565000111*VN*FFUS 0.5L 6PK*LT*14FEB18
N9*OC*ANSU-1985539
N9*SN*1286682
W04*1416*CA*632565000111*VN*FFUS 0.5L 6PK*LT*14FEB18
N9*OC*ANSU-1980270
N9*SN*1286799
W03*20212*0*LB
SE*57*0001

Advice Key Data

The documents are a mix of data elements and fields. Most commonly the EDI 943 Warehouse Stock Transfer Shipment Advice will include:

  • Order number
  • SKUs
  • Item(s) shipped
  • Item(s) quantities
  • Item(s) weight
  • Shipment destination location
  • Supplier information
  • When the shipment was sent
  • Shipper information

Once received, a destination official will inspect the shipment for accuracy and any damage. Once verified and accepted, the recipient will respond to the supplier with a 944 Warehouse Stock Transfer Receipt Advice.

Shipment Advice Benefits

EDI 943 Warehouse Stock Transfer Shipment Advice serves a specific function within the supply chain. That is, acknowledgment of receipt of a specific transfer has taken place for shipments to a third-party warehouse location. The receiving location derives key details about the shipment from the EDI 943 Warehouse Stock Transfer Shipment Advice, which helps to streamline the shipping process and save both time and money.

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.


EDI 870 Order Status Report

In Electronic Document Interchange (EDI), the EDI 870 Order Status Report is an electronic version of a paper-based Order Status Report. The Status Report is utilized by a supplier in response to an EDI 869 Order Status Inquiry that has been provided by a trading partner. The resulting report delivers critical information and updates regarding a Purchase Order.

an image of encompass solutions EDI 870 order status report

Status Report Format

BSR*2*PP*001234*20061012
DTM*079*20061013
HL*1**O
PRF*80000235***20061012
REF*VN*123456
DTM*938*20061012
HL*1**I
PO1*000010*5*EA*5*CP8BP*1000050
ISR*ED*20061013
QTY*01*5*EA
HL*1**I
PO1*000020*5*EA*15*CP*BP*1000105
ISR*ED*20061016
QTY*01*5*EA
CTT*2

Report Key Data

In a real-time manufacturing environment, the status of a purchase order can change frequently depending on an array of factors. The 870 includes information deemed relevant to both supplier and trading partner, the most basic of which includes:

  • Vendor number
  • Purchase order number
  • Purchase order status

There can be many more details included in a Report. This data is subject to what the supplier finds relevant and what trading partners want to be detailed specifically in the report. This can include:

  • Item SKU
  • Item Quantity
  • Item Price
  • Shipping details
  • Freight carrier
  • Additional details relative to the status of an order

Status Report Benefits

A Report offers many benefits to both the supplier and trading partner. The most obvious of which include delivering pertinent details about pending orders. The EDI 870 Order Status Report can be sent at will or delivered according to a set schedule between the supplier and trading partner if such arrangements have been made according to the contract.

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.


EDI 862 Shipping Schedule

In Electronic Document Interchange (EDI), the EDI 862 Shipping Schedule transaction set details the defined shipping requirements and serves to replace any shipping details projected in a previous EDI 830 Planning Schedule With Release Capability. However, it does not replace the 830 transactions as part of the order and documentation process. The two EDI mappings work in tandem to support Just-in-Time (JIT) manufacturing. The forecasted data that an 830 transaction provides enables the supplier to better manage materials and other resources. An 862 transaction supplements the 830 by updating and detailing shipping requirements as the order progresses towards fulfillment. Additionally, when inventory levels pass a certain threshold, an 862 can serve to notify a supplier to replenish the item(s) without delay.

Shipping Schedule Format

ST*862*015307180
BSS*05*1*180927*SH*180927*180927**1**5400004944*A
N1*SI*Conveyor Systems de Mexico SA de CV*92*1136
N1*SU*ABC Wire Company*92*935
N1*SF*ABC Wire Company*92*935
N1*ST*Conveyor Systems de Mexico SA de CV*92*1136
LIN**BP*02-220-20003*PO*5400004944
UIT*GR
PER*EX*Abel Navarro*TE*528111561300
FST*450000*C*D*180828
SHP*02*0*011*180101
CTT*1*450000
SE*13*015307180

Key Data

In a real-time manufacturing environment, shipping instructions can change frequently depending on an array of factors. The 862 ensures that all parties involved are made aware of:

• A Decrease in an order quantity
• An Increase in an order quantity
• A Change in the ship date

An EDI 862 ensures that inventory is available when a supplier receives instructions from a customer to ship an item and provides the most up-to-date shipment details. It is important to note that the details contained in an EDI 862 shipping schedule will supersede the contents of an EDI 830 Planning Schedule.

The shipping Schedule document is organized into segment and data elements. Each segment contains at least one data element. These elements can include, but are not limited to:

• Schedules
• Times
• Order numbers

It is important to note that the Shipping Schedule does not influence or authorize the utilization of labor, materials, or other resources. After the 862 Shipping Schedule is received by the shipper, an EDI 997 Functional Acknowledgment is sent back from the shipper indicating that the 862 Shipping Schedule was successfully received.

Shipping Schedule Benefits

The Shipping Schedule is most frequently used in a daily shipping environment, as opposed to a weekly or monthly one. It also enables the customer to designate shipping requirements to multiple customer locations, whereas an 830 is more consolidated. An 862 transaction supplements the 830 by updating and detailing shipping requirements as the order progresses towards fulfillment. Additionally, when inventory levels pass a certain threshold, an 862 can serve to notify a supplier to replenish the item(s) without delay.

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 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.