Retail Compliance
Retail Compliance

Retail

Compliance

You want to keep growing your business. To do that, you need to get your products in all the right places. Should be easy, right?

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EDI for Dynamics AX
EDI for Dynamics AX

EDI for Microsoft Dynamics

AX

Lowest total cost of ownership, unlimited trading partner kits, and fully embedded with Microsoft Dynamics AX

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EDI for Dynamics GP
EDI for Dynamics GP

EDI for Microsoft Dynamics

GP

Pre-integrated with SPS Commerce Universal Network, and fully embedded with Microsoft Dynamics GP

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EDI 101
EDI 101

Electronic Data Interchange

EDI 101

Get started with EDI by learning the basics from the experts at Accellos

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Can’t get better than Embedded EDI

The only fully embedded Electronic Data Integration solution for Microsoft Dynamics

See how we stack up against the Competition

Approach to EDIInterfacedDo It YourselfManaged Service 
User experience is Embedded within DynamicsNoYesNoYes
Pre-integrated with SPS Commerce Universal NetworkYesYesNoYes
Configurable vs requires custom EDI mappingNoNoNoYes
Unlimited Trading Partners OptionNoNoNoYes
EDI mapping changes/updates included as part of standard support servicesNoNoYesYes
ERP Upgrades included as part of standard support servicesYesNoNoYes

More information about Accellos EDI solutions

Electronic Data Interchange(EDI)

 

AccellosOne EDI for Microsoft Dynamics GP

AccellosOne EDI for Dynamics GP is a comprehensive, embedded system for processing EDI transactions inside of Microsoft Dynamics GP Sales Order and Purchase Order Processing modules. Its unique ability to help you streamline and manage EDI workflow means your employees process orders efficiently and with greater accuracy. Automate your fulfillment process, receipt and distribution processes by creating electronic ship notices and UCC-128 bar code labels. AccellosOne EDI for Dynamics GP has an extensive library with over 1000+ Trading Partner Kits to streamline your implementation and reduce your time to Go Live! These Trading Partner Kits contain standard templates for all required documents by a trading partner and make sure the necessary documents are being exchanged with your business partners (850, 810, 856, etc).

AccellosOne EDI for Dynamics GP takes advantage of the Microsoft Dynamics GP architecture to provide the highest level of integration possible and automate workflows, effectively eliminating the need for double data entry between your ERP and EDI systems. Since AccellosOne EDI for Dynamics GP is built directly into your ERP system, your employees will open Microsoft Dynamics GP with EDI orders already entered into the system, EDI acknowledgements or invoices created, or with orders flagged for your review. The Accellos EDI Import Process will automatically create sales orders with Dynamics GP. Along with the Accellos EDI Exception Report Notes, any errors are captured in the notes field of the associated sales order until they can be attended to by management. With this integration style you get the advantage of giving your employees a familiar user interface so training them on your new EDI system will be a breeze!

AccellosOne EDI for Microsoft Dynamics AX

One of the most valuable aspects of Microsoft Dynamics AX is its ability to be customized for your business while also providing out of the box capabilities beyond corporate finance. AccellosOne EDI for Microsoft Dynamics AX extend Microsoft Dynamics AX to provide EDI capability to cover most standard EDI transactions. AccellosOne EDI for Microsoft Dynamics AX is the communications gateway that builds business’ trading partner relationships through electronic transactions. AccellosOne EDI for Microsoft Dynamics AX was built exclusively for Dynamics AX to deliver the most flexible and easy to use EDI tool on the market. This not only gives the user the familiar look and feel of Dynamics AX to minimize time to value, but also allows you to accommodate for modifications to your AX environment without requiring an expensive reprogramming of your mission critical EDI system.

With AccellosOne EDI for Microsoft Dynamics AX you can: Manage EDI processing at multiple levels that are appropriate for your business and each of your business partners Optimize and streamline operations by deploying management by exception strategies Onboard new partners quickly and accurately in a fixed cost environment by leveraging Accellos’ Trading Partner Library Easily accommodate changes on the fly without costly and time consuming customizations AccellosOne EDI for Microsoft Dynamics AX provides you with configurable business rules and cross references to set up “If…then” rules, or to tell the system when to flag orders for discrepancies such as price variances. These flexible cross-references minimize configuration and ongoing maintenance, thereby reducing the implementation cycle and time to production. Accellos’ comprehensive library of trading partner kits enables your organization to on-board new business partners quickly and cost effectively, whether they are customers or suppliers.

 

Common EDI Transactions:

EDI Transaction Set Numbers and Descriptions

Return Merchandise Authorization and Notification

180

This transaction set can provide for customary and established business and industry practice relative to the returning of merchandise to the vendor. This transaction set may satisfy request for returns, authorization or disposition of the return, notification of return, or notification of consumer return.

Motor Carrier Freight Details And Invoice

210

The transaction set can be used to provide detail information for charges for services rendered by a motor carrier. It is used both as a motor carrier invoice to request payment or as details pertaining to motor freight shipment(s) charges.

Motor Carrier Bill of Lading

211

This transaction set can be used to allow shippers or other parties, responsible for contracting with a motor carrier, to provide a legal bill of lading for a shipment. It is not to be used to provide a motor carrier with data relative to a load tender, pickup manifest, or appointment scheduling.

Transportation Carrier Shipment Status Message

214

This transaction set can be used by a transportation carrier to provide shippers, consignees, and their agents with the status of shipments in terms of dates, times, locations, route, identifying numbers, and conveyance.

Motor Carrier Package Status

240

This standard can be used to provide the status of a package, packages, or group of packages considered a shipment by a motor carrier.

Request for Routing Instructions

753

This transaction set can be used to request routing instructions and provide general information about merchandise that is ready to be shipped.

Routing Instructions

754

This transaction set is used to communicate routing instructions to a supplier for a specific shipment. It can be used also to respond to a Request for Routing Instructions Transaction Set (753).

Invoice

810

The transaction set can be used to provide for customary and established business and industry practice relative to the billing for goods and services provided.

Consolidated Service Invoice / Statement

811

This transaction set provides for the billing or reporting of complex and structured service invoice/statement detail. This standard can be used by organizations who are interested in sending or receiving either consolidated or standalone invoices for service arrangements which require processing other than that done for the typical product invoice. The Consolidated Service Invoice/Statement can be used as a credit/debit memo to differentiate between payable invoice items and information-only memo items. This transaction set should not be used as a standalone notification of a credit/debit adjustment.

Credit / Debit Adjustment

812

The transaction set can be used to notify a trading partner of an adjustment or billback and may be used to request an adjustment or billback. It identifies and contains the details and amounts covering exceptions, adjustments, credits, or debits for goods or services. This transaction set is multidirectional between trading partners.

Organizational Relationships

816

This transaction set can be used to transmit pertinent information about a parent organization, its members and the relationship of a member to another member, and/or to the parent organization. A parent organization could be an association, a multi-hospital system, a chain of retail stores, a holding company, etc. This transaction set can be used to convey the identity and relationship of members to a parent organization; identify eligibility to purchase under the terms and conditions negotiated by a parent organization on behalf of its members; and to update application databases.

Payment order / Remittance Advice

820

The transaction set can be used to make a payment, send a remittance advice, or make a payment and send a remittance advice. This transaction set can be an order to a financial institution to make a payment to a payee. It can also be a remittance advice identifying the detail needed to perform cash application to the payee's accounts receivable system. The remittance advice can go directly from payer to payee, through a financial institution, or through a third party agent.

Application Advice

824

The transaction set can be used to provide the ability to report the results of an application system's data content edits of transaction sets. The results of editing transaction sets can be reported at the functional group and transaction set level, in either coded or free-form format. It is designed to accommodate the business need of reporting the acceptance, rejection or acceptance with change of any transaction set. The Application Advice should not be used in place of a transaction set designed as a specific response to another transaction set (e.g., purchase order acknowledgment sent in response to a purchase order).

Planning Schedule with Release Capabilities

830

The transaction set can be used to provide for customary and established business practice relative to the transfer of forecasting/material release information between organizations. The planning schedule transaction may be used in various ways or in a combination of ways, such as: (1) a simple forecast; (2) a forecast with the buyer's authorization for the seller to commit to resources, such as labor or material; (3) a forecast that is also used as an order release mechanism, containing such elements as resource authorizations, period-to-date cumulative quantities, and specific ship/delivery patterns for requirements that have been represented in "buckets," such as weekly, monthly, or quarterly. The order release forecast may also contain all data related to purchase orders, as required, because the order release capability eliminates the need for discrete generation of purchase orders.

Price / Sales Catalog

832

The transaction set can be used to provide for customary and established business and industry practice relative to furnishing or requesting the price of goods or services in the form of a catalog.

Request for Quotation

840

The transaction set can be used to provide potential buyers with the ability to solicit price, delivery schedule, and other items from potential sellers of goods and services.

Specifications / Technical Information

841

The transaction set can be used to transmit or request specifications or technical information between trading partners. It can be used to transmit engineering change and engineering change requests. It can also be used to allow EDI trading partners the ability to exchange a complete or partial technical description of a product, process, service, etc. over the same path as any other EDI transaction. The detail area can include graphic, text, parametric, tabular, image, spectral, or audio data. A transmission includes identification information to assist the receiver in interpreting and utilizing the information included in the transaction. The transmission and receipt of the data may require private agreement between the trading partners to automate the receipt of the data.

Product Transfer Account Adjustment

844

The transaction set can be used to transmit specific data in the form of a debit, credit, or request for credit relating to pre-authorized product transfer actions.

Price Authorization Acknowledgement / Status

845

The transaction set can be used by a vendor or manufacturer to transmit specific data relative to the status of or changes to outstanding price authorizations.

Inventory Inquiry / Advice

846

The transaction set can be used in the following ways: (1) for a seller of goods and services to provide inventory information to a prospective purchaser, with no obligation to the purchaser to acquire these goods or services; (2) for a representative of a seller of goods and services to supply inventory information to that seller; (3) for one location to supply another location with inventory information; and (4) for an inquiry as to the availability of inventory with no obligation on the seller of goods and services to reserve that inventory.

Response to Product Transfer Account Adjustment

849

The transaction set can be used to transmit a detailed or summary response to a party requesting an accounting adjustment relating to a pre-authorized product transfer.

Purchase Order

850

The transaction set can be used to provide for customary and established business and industry practice relative to the placement of purchase orders for goods and services. This transaction set should not be used to convey purchase order changes or purchase order acknowledgment information.

Product Activity Data

852

The transaction set can be used to advise a trading partner of inventory, sales, and other product activity information. Product activity data enables a trading partner to plan and ship, or propose inventory replenishment quantities, for distribution centers, warehouses or retail outlets. The receiver of the transaction set will maintain some type of inventory/product movement records for its trading partners to enable replenishment calculations based on data provided by the distributor, warehouse or retailer.

Purchase Order Acknowledgement

855

The transaction set can be used to provide for customary and established business and industry practice relative to a seller's acknowledgment of a buyer's purchase order. This transaction set can also be used as notification of a vendor generated order. This usage advises a buyer that a vendor has or will ship merchandise as prearranged in their partnership.

Shipment Notice / Manifest

856

The transaction set can be used to list the contents of a shipment of goods as well as additional information relating to the shipment, such as order information, product description, physical characteristics, type of packaging, marking, carrier information, and configuration of goods within the transportation equipment. The transaction set enables the sender to describe the contents and configuration of a shipment in various levels of detail and provides an ordered flexibility to convey information. The sender of this transaction is the organization responsible for detailing and communicating the contents of a shipment, or shipments, to one or more receivers of the transaction set. The receiver of this transaction set can be any organization having an interest in the contents of a shipment or information about the contents of a shipment.

Shipment and Billing Notice

857

This transaction set provides the recipient of a shipment with data for both receipt planning and payment generation. EDI and telecommunications technologies suggest efficiencies in the way business data is processed. For example, the sender of a shipment may send the recipient's receiving function a Ship Notice/Manifest (856), and the payables function an Invoice (810), even though the contents of these two documents may be largely redundant. In certain business environments, the Shipment and Billing Notice permits the consolidation of these two documents into one. Specifically, this transaction set is appropriate where the shipment data, when it includes terms and item prices, can be used both to plan receipts and to generate payment. In this environment, the exact prices for the items shipped may not be known in advance by both parties. This transaction set is not appropriate in so-called Evaluated Receipts Settlement (ERS) environments, in which the exact prices for the items shipped have been agreed upon by, and are known to, both parties in advance. This transaction set is not to be used to replace the Ship Notice/Manifest (856) or Invoice (810) individually, but only to replace both, together.

Purchase Order Change Request - Buyer Initiated

860

The transaction set can be used to provide the information required for the customary and established business and industry practice relative to a purchase order change. This transaction can be used: (1) by a buyer to request a change to a previously submitted purchase order or (2) by a buyer to confirm acceptance of a purchase order change initiated by the seller or by mutual agreement of the two parties.

Receiving Advice / Acceptance Certificate

861

The transaction set can be used to provide for customary and established business and industry practice relative to the notification of receipt or formal acceptance of goods and services.

Shipping Schedule

862

The transaction set can be used by a customer to convey precise shipping schedule requirements to a supplier, and is intended to supplement the planning schedule transaction set (830). The shipping schedule transaction set will supersede certain shipping and delivery information transmitted in a previous planning schedule transaction, but it does not replace the 830 transaction set. The shipping schedule transaction set shall not be used to authorize labor, materials or other resources. The use of this transaction set will facilitate the practice of Just-In-Time (JIT) manufacturing by providing the customer with a mechanism to issue precise shipping schedule requirements on a more frequent basis than with the issuance of a planning schedule transaction, e.g., daily shipping schedules versus weekly planning schedules. The shipping schedule transaction also provides the ability for a customer location to issue shipping requirements independent of other customer locations when planning schedule transactions are issued by a consolidated scheduling organization.

Text Message

864

The transaction set can be used to provide users with a capability to electronically move messages, contracts, explanations, and other one-time communications. It is the intent of this transaction set to provide electronic communication (messages) for people, not for computer processing. The use of the transaction set to transmit quasi or unique transaction set standards is discouraged. The use of the Text Message transaction set demands of the sender certain detailed information about the recipient. The transaction set's purpose is to provide communication to the recipient in some human-readable form. The recipient's network will dictate what capabilities are available for delivery of the information. It is the responsibility of the sender to obtain this information and include it in the transmission.

Purchase Order Change Acknowledgement / Request - Seller Initiated

865

The transaction set can be used to convey acceptance or rejection of changes to a previously submitted purchase order by the seller or to notify the buyer of changes initiated by the seller to a previously submitted purchase order by the seller.

Product Transfer and Resale Report

867

The transaction set can be used to: (1) report information about product that has been transferred from one location to another; (2) report sales of product from one or more locations to an end customer; or (3) report sales of a product from one or more locations to an end customer, and demand beyond actual sales (lost orders). Report may be issued by either buyer or seller.

Order Status Inquiry

869

The transaction set can be used to request all pertinent information relative to an entire purchase order, selected line items on a purchase order, or selected products/services on a purchase order. Inquiry can also be made for all or a selected portion of the customer's ordered items, all or a selected portion of the customer's unshipped items, or all or a selected portion of the customer's shipped items.

Order Status Report

870

The transaction set can be used to report on the current status of a requirement forecast, an entire purchase order, selected line items on a purchase order, selected products/services on a purchase order, or purchase orders for a specific customer in their entirety or on a selection basis. The transaction set can also be used to report on the current status of single or multiple requisitions. The report format allows for the inclusion of "reasons" relative to the status. This transaction set may also be used to update the supplier's scheduled shipment or delivery dates. This transaction set can result from either an inquiry or a prearranged schedule agreed to by the trading partners.

Grocery Products Purchase Order

875

This transaction set can be used to provide for customary and established grocery industry practice relative to the placement of purchase orders for finished goods in a retail or wholesale consumer market. This standard can be used by a retailer or wholesaler organization to request delivery of finished goods from a broker or supplier organization. This transaction set should not be used to convey purchase order changes or purchase order acknowledgment information.

Grocery Products Purchase Order Change

876

This transaction set can be used to provide for customary and established grocery industry practice relative to the changing of purchase orders for finished goods in a retail or wholesale consumer market. This standard can be used by a retailer or wholesaler organization to request a change to a previously submitted purchase order. Changes are accomplished by restating the value of the data elements to be changed rather than indicating the difference between the old and new value. Deletions are handled by restating the values to zeros or blanks. If an item is to be deleted, the quantity ordered is restated to zero.

Price Information

879

This transaction set can be used to enable a manufacturer, supplier, broker, or agent to provide a trading partner with pricing information.

Grocery Products Invoice

880

This transaction set can be used to provide for customary and established grocery industry practice relative to billing details for finished goods in a retail or wholesale consumer market. The transaction set can be used by the supplier or broker organization to request payment from a retailer or wholesaler organization. This transaction set is to be used for standalone detail billing and cannot be used for statement billing or credit/debit adjustments.

Direct Store Delivery Summary Information

882

This transaction set can be used to summarize detailed delivery, return and adjustment information which was previously reconciled at time of delivery in a retail direct store delivery environment, and also to request payment for the products delivered. This transaction set will provide only a summary of direct store deliveries and adjustments without product detail.

Item Maintenance

888

This transaction set is used to enable a manufacturer, supplier, broker, or agent to provide detailed finished goods product information to a partner in a consumer goods market. This transaction set can be used to provide information about new products or changes in existing product specifications. Price changes will not be sent with this transaction set, but can be sent with the Price Change Transaction Set (879).

Promotion Announcement

889

This transaction set can be used by a broker, distributor or manufacturer and provides for customary and established business and industry practice relative to the announcement of promotion allowance amounts, dates and performance conditions that may apply; the replacement of a previously transmitted promotion in its entirety; the cancellation of a previously transmitted promotion; changes to promotion dates; or acceptance of a promotion offered by a broker or supplier. This transaction set is multidirectional between trading partners.

Delivery / Return Base Record

894

The transaction set can be used to enable a Direct Store Delivery (DSD) vendor to communicate the details of a DSD delivery and is to be used during the check-in procedure.

Warehouse Shipping Order

940

This transaction set can be used to enable the depositor to advise a warehouse to make a shipment, confirm a shipment, or modify or cancel a previously transmitted shipping order.

Warehouse Stock Transfer Shipment Advice

943

The transaction set can be used by a depositor or an agent of the depositor to advise the recipient that a transfer shipment has been made. This transaction set provides a receiving location with detail information concerning product being shipped to that location.

Warehouse Stock Transfer Receipt Advice

944

The transaction set can be used by a receiving location to advise a depositor or an agent of the depositor that a transfer shipment has been received. This transaction set provides the depositor or the depositor's agent with detail information concerning product that has been received.

Warehouse Shipping Advice

945

The transaction set can be used by the warehouse to advise the depositor that shipment was made. It is used to reconcile order quantities with shipment quantities.

Warehouse Inventory Adjustment Advice

947

The transaction set can be used to inform a warehouse/depositor of a quantity or status change to inventory records. This transaction set provides detail information concerning the internal adjustments which occur between a warehouse and a depositor.

File Transfer

996

This transaction set can be used to transmit file information in formats agreed to by the sending and receiving parties. This transaction set is not intended to replace or bypass the use of existing X12 transaction sets to accommodate internal applications. The transaction set is solely intended for the exchange of formatted electronic accounting machine (EAM), 80 column card images.

Functional Acknowledgement

997

The transaction set can be used to define the control structures for a set of acknowledgments to indicate the results of the syntactical analysis of the electronically encoded documents. The encoded documents are the transaction sets, which are grouped in functional groups, used in defining transactions for business data interchange. This standard does not cover the semantic meaning of the information encoded in the transaction sets.

 

 

At the end of the day, most companies are focused on running their business, gaining market share and improving their bottom line.  If EDI is not a core competency for you business, you may be the best suited to leverage a packaged solution that provides your organization with a complete solution and access to their expertise to deal with managing EDIcompliance requirements and rapidly on-boarding your new business partners.

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