A press release detailing the Epicor Software Corporation acquisition by investment firm Clayton, Dubilier & Rice was published August 31, 2020. You can read the full press release, Here.

Epicor Software Corporation Acquisition

The purchase of Epicor Software Corporation from KKR, the former owner of four years, represents an important milestone for Epicor.

“This is an exciting day for the entire Epicor family—employees, customers, and partners alike – and validates the company’s leadership position across markets we serve,” said Epicor CEO Steve Murphy. “We welcome this new partnership with CD&R, which shares our vision for growing the company, and I thank KKR for a highly successful partnership these past few years. We are excited to work with CD&R to increase investment in our market-leading product portfolio and to enhance our ability to support an ever-increasing range of customer needs.”

“Epicor’s reputation for quality and performance, and its impressive portfolio of next-generation cloud products, position the company well to accelerate growth in the coming years,” said Jeff Hawn, CD&R Operating Partner.  “We look forward to partnering with the Epicor management team to further expand Epicor’s product portfolio as well as make strategic acquisitions to meet customers’ evolving digital transformation needs.”

“We are excited to partner with Epicor and its talented management team to drive the business into a new phase of growth and profitability,” said Rick Schnall, CD&R Co-President. “Our long-standing industrial end-market experience and growing enterprise software expertise aligns well with Epicor’s value creation plan.”

“Four years ago, we embarked on an ambitious product modernization journey together with Epicor and are incredibly proud of the successes that the company has achieved to date, particularly with its recent cloud releases,” remarked John Park, Chairman of the Epicor Board and Head of Americas Technology Private Equity at KKR. “We are confident that CD&R will provide valuable support as the company continues these product- and customer-centric investments to accelerate growth in the cloud.”

CD&R Operating Partner Jeff Hawn will serve as Chairman of the Epicor Board upon close of the transaction, expected later this year.

We expect more information to follow shortly and look forward to an exciting new chapter in the story of Epicor’s rise in prominence over the past 5 decades.

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 850 Purchase Order (PO) is a transaction set used when placing an order for goods or services. It is one of the most commonly utilized supply chain documents as they relate to EDI transaction sets. The 850 document is most widely used in general merchandise, while its counterpart, the EDI 875 Purchase Order, is reserved for grocery items.

an image of encompass solutions EDI 850 purchase order

An 850 purchase order transaction set is typically insufficient to fully comply with EDI standards. Additional documentation is necessary to fully comply with the sales cycle and supply chain requirements. An acknowledgement document, such as an 810 Invoice, will need to be included as well as an advance shipping notice, such as an EDI 856 Advance Ship Notice. 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 850 Format

ISA*01*0000000000*01*0000000000*ZZ*ABCDEFGHIJKLMNO*ZZ*123456789012345*101127*1719*U*00400*000003438*0*P*>
GS*PO*4405197800*999999999*20101127*1719*1421*X*004010VICS
ST*850*000000010
BEG*00*SA*08292233294**20101127*610385385
REF*DP*038
REF*PS*R
ITD*14*3*2**45**46
DTM*002*20101214
PKG*F*68***PALLETIZE SHIPMENT
PKG*F*66***REGULAR
TD5*A*92*P3**SEE ABC RETAIL ROUTING GUIDE
N1*ST*ABC RETAIL*9*0003947268292
N3*8119 NEW BRADFORD CT
N4*LEXINGTON*NC*27292-0336**SN*1010
PO1*1*120*EA*9.25*TE*CB*065322-117*PR*RO*VN*AB3542
PID*F****SMALL WIDGET
PO4*4*4*EA*PLT94**3*LR*15*CT
PO1*2*220*EA*13.79*TE*CB*066850-116*PR*RO*VN*RD5322
PID*F****MEDIUM WIDGET
PO4*2*2*EA
PO1*3*126*EA*10.99*TE*CB*060733-110*PR*RO*VN*XY5266
PID*F****LARGE WIDGET
PO4*6*1*EA*PLT94**3*LR*12*CT
PO1*4*76*EA*4.35*TE*CB*065308-116*PR*RO*VN*VX2332
PID*F****NANO WIDGET
PO4*4*4*EA*PLT94**6*LR*19*CT
PO1*5*72*EA*7.5*TE*CB*065374-118*PR*RO*VN*RV0524
PID*F****BLUE WIDGET
PO4*4*4*EA
PO1*6*696*EA*9.55*TE*CB*067504-118*PR*RO*VN*DX1875
PID*F****ORANGE WIDGET
PO4*6*6*EA*PLT94**3*LR*10*CT
CTT*6
AMT*1*13045.94
SE*33*000000010
GE*1*1421
IEA*1*000003438

EDI 850 Purchase Order Key Data

When it comes to an EDI 850 purchase order, depending on the agreement between trading partners, there is typically a set of standard data that is included, such as:

  • Purchase order number
  • Purchase order date
  • Location(s) where the product or services should
  • Be supplied to
  • Requested ship and/or delivery date
  • Product item identifiers/services such as
  • UPC/EAN/GTIN needed with their respective quantities

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

  • Carrier and service levels
  • Vendor number
  • Item price
  • Expected charges and/or allowances
  • Additional item identifiers such as buyer item number and vendor part number
  • Item description
  • Additional dates (Ex: cancel by dates)

EDI 850 Purchase Order Benefits

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 in 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

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.