Boomi

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

STTransaction 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

DescriptionQualifier 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:

  1. At least N102 or N103 is required.
  2. 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

DescriptionQualifier 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.

Author

Shamik Roy Chaudhury

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