What is an EDI 812 document?

An EDI 812 Debit/Credit Adjustment is a business document that communicates an adjustment to the costs for products or services between retailers or grocers and their vendors, suppliers and wholesalers.

What is a debit adjustment?

Debit adjustment is issued towards correction of an invoice. This adjustment increases the debit balance of a customer. Debit Adjustments are done through Debit Note screen.

What is an 861 EDI document?

The EDI 861 data exchange, the Receiving Advice Certificate, is basically a report back to the shipper that an order/shipment has arrived at its final destination.

What is an 852 EDI document?

An EDI 852 – Product Activity Report is sent out to trading partners, suppliers or other relevant stores, at regular intervals or following a significant change in inventory outside of usual scheduling. The most common type is that of sales to the customer.

What is EDI and its types?

Electronic data interchange (EDI) is the structured transmission of data between organisations by electronic means. Many larger companies adopt hybrid EDI solutions to connect with their business partners, dependent on size and frequency of their transactions. …

What is the difference between a credit adjustment and a debit adjustment?

Normally a credit adjustment is used when you want to give a patient a discount which will reduce their balance. A debit adjustment is usually only used for patient refunds and balance forwards when transferring balances from another system.

What are EDI transactions?

EDI, which stands for electronic data interchange, is the intercompany communication of business documents in a standard format. In EDI transactions, information moves directly from a computer application in one organization to a computer application in another.

What is an 830 EDI document?

The EDI 830 document, also referred to as the EDI Planning Schedule with Release, is used by a buyer to communicate anticipated demand for products for a specific period, typically for the next three to six months.

What is a 945 EDI document?

EDI 945, also known as a Warehouse Shipping Advice, is an EDI transaction set used to confirm the completion of a shipment. This document is usually sent from a third-party logistics provider (3PL) or remote warehouse, to their client, letting them know that a shipment has taken place.

When to use the EDI 812 transaction set?

The EDI 812 transaction set is used by buyers (retailers, grocers or distributors) and sellers (suppliers or manufacturers) to either send a notification of an adjustment or billback or request an adjustment or billback. The EDI Credit/Debit Adjustment is an electronic version of a credit/debit memo.

What can be found on an 812 form?

The information found on an 812 document may refer to a specific PO or invoice, and contain detailed information containing item identification, quantity and the reason for the credit or debit. Typical reasons for an adjustment may include:

What can an 812 do for a merchant?

An 812 can be used by a merchant to inform a customer of a debit or credit to the amount they are being charged, in relation to a previously transmitted invoice (810) or previously received purchase order (850). In addition, a merchant may use the 812 to request an adjustment from a supplier.

When to send an 812 credit / debit adjustment?

Buyers can also send an 812 Credit/Debit Adjustment to request an adjustment from a supplier, in the case of products becoming damaged in transit, or the wrong items were sent from the warehouse (which wouldn’t happen as much if you embraced the EDI system to its fullest).

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