Introduction to EDI X12 850 (Purchase Order)
EDI TRANSACTION 850
Introduction to EDI
What is the EDI?
EDI stands for Electronic Data Interchange. EDI is the automated exchange of business documents between organizations.
What are the different EDI Standards available in EDI?
- X12
- EDIFACT
- ODETTE
- TRADACOMS
- ROSETTANET
- HL7
What are the different Documents types available in EDI?
- 810 – Invoice
- 850 – Purchase Order
- 855 – Purchase Order Acknowledgement
- 856 – Advance Shipping Notification
What are the different Communication methods available in EDI?
- AS2
- DISK
- FTP
- HTTP
- MLLP
- OFTP2
- SFTP
Trading Partner – Trading Partners are any organizations exchanging EDI Documents or data.
My Company – The company/ Client for which we are configuring Trading
Inbound – Control comes towards the system. To ERP from Partners/Vendors
Outbound – Controls move away from the system. From ERP to Partners/Vendors
Prerequisites for EDI
We need to know certain prerequisites before starting with the EDI transaction Process.
- We need to know the version of EDI we need to process
- We need to know the Transaction Type of EDI
- We need to know the Communication Method of EDI
- We need to know the Trading Partner and My Company’s details
- ISA01 – Authorization Information Qualifier
- ISA02 – Authorization Information ID
- ISA03 – Security Information Qualifier
- ISA04 – Security Information ID
- ISA05 – Interchange ID Qualifier
- ISA06 – Sender ID
- ISA 07 – Interchange ID Qualifier
- ISA08 – Receiver ID
- ISA11 – Interchange Standard
- ISA12 – Interchange Version
- ISA14 – Interchange ACK. Requested
- ISA15 – Test Indicator
- ISA16 – Component Separator
- GS02 – Application sender’s Code
- GS03 – Application receiver’s Code
- GS07 – Responsible Agency Code
- GS08 – GS Version of EDI Standard
Introduction to 850
What is EDI 850 Transaction?
The EDI 850 transaction is more commonly called the EDI Purchase Order.
A purchase order (PO) is a commercial document issued by a buyer to a seller, indicating the types, quantities, and agreed prices for products or services the seller will provide to the buyer. It serves as a contract between the buyer and the seller, outlining the terms and conditions of the transaction.
Typically, a purchase order includes details such as:
- Identification numbers: Unique numbers are assigned to each purchase order for tracking and reference.
- Vendor/supplier information: Name, address, and contact details of the seller.
- Buyer information: Name, address, and contact details of the buyer.
- Date of issue: The date when the purchase order is issued.
- Description of goods or services: Detailed descriptions of the products or services being purchased.
- Quantity: The quantity of each product or service being ordered.
- Price: The unit price and total price for each item or service.
- Payment terms: The agreed-upon terms for payment, including due date and any applicable discounts.
- Shipping and delivery terms: Instructions for shipping and delivery, including the desired delivery date and shipping method.
- Terms and conditions: Any additional terms and conditions agreed upon by both parties, such as warranties, return policies, or liability clauses.
Once the seller receives the purchase order, they typically review it to ensure all the details are accurate and then fulfil the order according to the terms specified. Upon completion of the order, the seller may send an invoice to the buyer for payment, referencing the purchase order number for easy reconciliation.
Details about segments in 850
ST – Transaction Set Header
- ST01 – Transaction Set Identifier Code
Description – Code uniquely identifying a Transaction Set.
- ST02 – Transaction Set Control Number
Description – Identifying a control number that must be unique within the transaction set functional group assigned by the originator for a transaction set.
BSN – Beginning Segment For Ship Notice
- BEG01 – Transaction Set Purpose Code
Description – Code identifying the purpose of the transaction set
- BEG02 – Purchase Order Type Code
Description – Code specifying the type of Purchase Order
- BEG03 – Purchase Order Number
Description – Identifying the number for the Purchase Order assigned by the purchaser
- BEG04 – Date
Description – Date expressed as CCYYMMDD
REF Reference Identification
- REF01 – Reference Identification Qualifier
Description – Code qualifying the Reference Identification
- REF02 – Reference Identification
Description – Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier
PER – Administrative Communications Contact
- PER01 – Contact Function Code
Description – Code identifying the major duty or responsibility of the person or group named
- PER02 – Name
Description – Name
- PER03 – Communication Number Qualifier
Description – Qualifier forCommunication Number
- PER04 – Communication Number
Description – Complete communications number including country or area code when applicable
DTM – Date/Time Reference
- DTM01 – Date/Time Qualifier
Description – Code specifying the type of date or time, or both date and time.
- DTM02 – Date
Description – Date expressed as CCYYMMDD.
DTM03 – Time
TD5 – Carrier Details
- TD501 – Routing sequence code
Description – Code describing the relationship of a carrier to a specific shipment movement.
- TD502 – Identification code qualifier
Description – Code designating the system/method of code structure used for Identification Code (67)
- TD503 – Identification Code
Description– Code identifying a party or other code
- TD504 – Transportation Method/Type Code
Description – Code specifying the method or type of transportation for the shipment
- TD505 – Routing
Description – Free-form description of the routing or requested routing for shipment, or the originating carrier’s identity
N9 – Reference Identification
- N901 – Reference Identification Qualifier
Description – Code qualifying the Reference Identification
- N902 – Reference Identification
Description – Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier.
N1 Loop
N1 – Name
Description – To identify a party by type of organization, name, and code.
- N101 – Entity Identifier Code
SF – Ship From
ST – Ship To
BT – Billing To
Description – Code identifying an organizational entity, a physical location, property or an individual
- N102 – Name
Description – Supplier name
- N103 – Identification Code Qualifier
Description – Code designating the system/method of code structure used for Identification Code (N104)
- N104 – Identification Code
Description – Code identifying a party or other code
# Rules:
- At least N102 or N103 is required.
- If N103 is present then N104 should be there and vice-versa.
N3 – Address Information
- N301 – Address Information
Description: Address information
- N302 – Address Information
Description: Address informations
N4 – Geographic Location
- N401 – City Name
- N402 – State Or Province Code
- N403 – Postal Code
LIN – Item Identification
- LIN01 – Assigned Identification
- LIN02 – Product/Service ID Qualifier
- LIN03 – Product/Service ID
SN1 – Item Detail (Shipment)
- SN101 – Assigned Identification
- SN102 – Number of Units Shipped
- SN103 – Unit for Measurement Code
EA – Each
GA – Gallon
KG – Kilogram
PRF – Purchase Order Reference
- PRF01 – Purchase Order Number
Loop Baseline Item Data
PO1 – Product/Item Description
PO101 – Assigned Identification
PO102 – Quantity Ordered
PO103 – Unit or Basis for Measurement Code
PO104 – Unit Price
PO105 – Basis of Unit Price Code
PO106 – Product/Service ID Qualifier
PO107 – Product/Service ID
LIN – Item Identification
- LIN01 – Assigned Identification
- LIN02 – Product/Service ID Qualifier
- LIN03 – Product/Service ID
PER – Administrative Communications Contact
- PER01 – Contact Function Code
Description – Code identifying the major duty or responsibility of the person or group named
- PER02 – Name
Description – Name
- PER03 – Communication Number Qualifier
Description – Qualifier forCommunication Number
- PER04 – Communication Number
Description – Complete communications number including country or area code when applicable
DTM – Date/Time Reference
- DTM01 – Date/Time Qualifier
Description – Code specifying the type of date or time, or both date and time.
- DTM02 – Date
Description – Date expressed as CCYYMMDD.
- DTM03 – Time
PID – Product/Item Description
- PID01 – Item Description Type
- PID05 – Description
N9 – Reference Identification
- N901 – Reference Identification Qualifier
Description – Code qualifying the Reference Identification
- N902 – Reference Identification
Description – Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier.
MSG – Message Text
- MSG01 – Free-Form Message Text
Description – Free-Form Message Text
- MSG02 – Printer Carriage Control Code
Description – A field to be used for the control of the line feed of the receiving printer.
CTT – Transaction Totals
- CTT01 – Number Of Line Items
AMT – Monetary Amount
- AMT01 – Amount Qualifier Code
Description– Code to qualify amount
- AMT02 – Monetary amount
Description– Monetary amount
SE – Transaction Set Trailer
- SE01 – Number of Included Segments
Description – Total number of segments included in a transaction set including ST and SE segments.
- SE02 – Transaction Set Control Number
Description – Identifying control number that must be unique within the transaction set functional group assigned by the originator for a transaction set
Sample EDI Document
ISA*00* *00* *01*054146402 *01*006073126 *240403*1311*U*00401*004903279*0*P*>~
GS*PO*054146402*006073126*20240403*1311*004903278*X*004010~
ST*850*007059166~
BEG*00*NE*5822087**20240403~
DTM*010*20240413~
TD5**2*UNSP**www.ClarkLTL.com~
N9*ZZ*Commercial~
N1*BT*Clark Core Services, LLC*92*001~
N3*2205 Old Philadelphia Pike~
N4*Lancaster*PA*17602*USA~
N1*ST*Bloomsburg 876 DC*92*CDC876000~
N3*Bloomsburg 876 DC*19 Mitchell Drive~
N4*Bloomsburg*PA*17815*USA~
PO1**184*EA*9.93**IN*176CBS2515*VN*5899966~
PID*F****TOTE CHAFER 25X15X12 GRAY CHOICE HING LID STACKABLE~
PO1**14*EA*13.3**IN*407T251512BK*VN*5899968~
PID*F****TOTE BOX FLIP LID 26.9 x 16.9 x 12.1 BLACK CHOICE~
PO1**5*EA*13.3**IN*407T251512GY*VN*5899966~
PID*F****TOTE BOX FLIP LID 26.9 x 16.9 x 12.1 GREY CHOICE~
PO1**36*EA*20.86**IN*407T282015BK*VN*5899904~
PID*F****TOTE BOX FLIP LID 27.9 x 20.9 x 15 BLACK CHOICE S~
PO1**24*EA*20.85**IN*407T282015GY*VN*5899905~
PID*F****TOTE BOX FLIP LID 27.9 x 20.9 x 15 GREY CHOICE ST~
PO1**18*EA*11.6**IN*407TM221513B*VN*5892956~
PID*F****TOTE BOX FLIP LID MEDIUM 21.8 x 15.2 x 12.9 BLAC~
PO1**10*EA*11.05**IN*407TM221513G*VN*5892955~
PID*F****TOTE BOX FLIP LID MEDIUM 21.8 x 15.2 x 12.9 GRE~
PO1**136*EA*5.85**IN*4741105246*VN*1105246~
PID*F****CRATE PRODUCE/AG STACKNEST SIDE HNDL VENTED LNG20X13X5.6PEFDAGN~
PO1**20*EA*37.26**IN*4744524031*VN*4524031~
PID*F****PALLET STACKABLE 24X48 POP MODULAR DISPLAY BASE BLACK~
PO1**6*EA*9.13**IN*4745330417BL*VN*5330417~
PID*F****TOTE BOX 19.7X11.8X7.3 DARK BLUE PE W/HINGED LID OPEN LNGFDA~
PO1**26*EA*25.77**IN*474NPL700*VN*1103332~
PID*F****NPL700-2Q BLK W/3 BLK~
PO1**32*EA*25.37**IN*474NPL701*VN*1103332~
PID*F****NPL701-2Q BLK W/3 BLK~
PO1**46*EA*7.65**IN*475CRB14BL*VN*1103102~
PID*F****BIN RECYCLE 14GALLON BLUE LAVEX JANITORIAL 21X15X13~
N9*L1*PURCHA
SE ORDER COMMENTS FOLLOW~
MSG*Scheduled Delivery Required via Email:876-receiving@webstaurantstore.com~
MSG*Commercial~
MSG*www.ClarkLTL.com~
CTT*13*557~
AMT*TT*7079.82~
SE*44*007059166~
GE*1*004903278~
IEA*1*004903278~
Importing of 850 Profile in Boomi
STEP 1: Log in to the Boomi Platform

STEP 2: Click on the (+) sign to create a new component

STEP 3: Select the type of component as ‘EDI Profile’

STEP 4: Select the Standard as X12 and click on create

STEP 5: Give proper naming convention as per industry standards and select ‘Import a Profile’

STEP 6: Select the version. In this blog, we are using Version 4010

STEP 7: We will select the Transmission as 850 (Purchase Order)

STEP 8: Click on Next

STEP 9: Select the segments. It is preferred to select all the segments. You can also choose specific segments. Click on Import.

STEP 10: Click on Save & Close.

STEP 11: Click on Options. There we have to put the specifications for the EDI profile according to the EDI document.

STEP 12: As per the above sample document we have set the values for File Delimiter, and Segment Terminator.

By following the above steps, we can configure an EDI profile for 850 Transaction Type in the X12 EDI standard.