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PORTFOLIO PROJECT / CONSULTANT’S DESK REFERENCE

EDI Field Guide.

The right message. The right context. In seconds.

412 searchable referencesConverter & 997 explainer
REFERENCE CATALOG412 documents
SYNTAX EXAMPLES88 available excerpts
YOUR COLLECTION0 saved references

HIPAA is a healthcare standards framework, not a separate EDI syntax. These healthcare entries use X12 profiles. Examples are illustrative excerpts with synthetic values, not complete or certified trading-partner messages.

412 references found

X12
850

Purchase order

Request goods or services from a supplier.

Ordering
X12
855

Purchase order acknowledgment

Communicate the supplier’s business response to a purchase order.

Ordering
X12
856

Ship notice / manifest

Tell the receiver what is being shipped and how it is organized.

Shipping
X12
810

Invoice

Request payment for supplied goods or services.

Finance
Page 1 of 103
CONSULTANT DESK

Find the business flow.

Download workbook coverage

All six reference sheets are represented here and in the catalog. Imported entries retain their source row. Corrections are shown where identified; workbook coverage does not mean every entry has a verified implementation example.

Purchase orderRetail / Manufacturing / All

Core order placement document across nearly every industry.

X12: X12 850
EDIFACT: EDIFACT ORDERS
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A2:F2
PO acknowledgmentRetail / Manufacturing

Seller confirms or proposes changes to a received order.

X12: X12 855
EDIFACT: EDIFACT ORDRSP
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A3:F3
PO changeRetail / Manufacturing

860 = buyer-initiated change, 865 = seller-initiated change/ack.

X12: X12 860 / 865
EDIFACT: EDIFACT ORDCHG
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A4:F4
Advance ship notice (ASN)Retail / Manufacturing / Logistics

Tells the receiver what's coming before the truck arrives (carton/pallet detail).

X12: X12 856
EDIFACT: EDIFACT DESADV
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A5:F5
InvoiceAll industries

Bills the buyer for goods/services delivered.

X12: X12 810 / 880 (grocery)
EDIFACT: EDIFACT INVOIC
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A6:F6
Payment / remittance adviceBanking / All industries

Instructs payment and/or explains which invoices a payment covers.

X12: X12 820
EDIFACT: EDIFACT REMADV / PAYORD / PAYMUL
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A7:F7
Price / sales catalogRetail / Manufacturing

Distributes item and pricing data to buyers.

X12: X12 832
EDIFACT: EDIFACT PRICAT
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A8:F8
Inventory / stock reportRetail / Manufacturing

846 = inventory advice, 852 = POS/activity data for replenishment.

X12: X12 846 / 852
EDIFACT: EDIFACT INVRPT
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A9:F9
Forecast / planning scheduleAutomotive / Retail / Manufacturing

Rolling forecast of future demand shared with suppliers.

X12: X12 830
EDIFACT: EDIFACT DELFOR
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A10:F10
JIT / sequenced deliveryAutomotive

Short-horizon, sometimes hourly, sequenced production/delivery requirements.

X12: X12 862 / 866
EDIFACT: EDIFACT DELJIT
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A11:F11
Warehouse shipping orderLogistics / 3PL

Client instructs a 3PL warehouse to ship an order.

X12: X12 940
EDIFACT: N/A (use ORDERS/DESADV variants)
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A12:F12
Warehouse shipping adviceLogistics / 3PL

3PL confirms an order was picked, packed, and shipped.

X12: X12 945
EDIFACT: DESADV (dispatch context); RECADV describes receipt
Healthcare: N/A

Shipping confirmation and receiving advice are different events; no direct 945–RECADV equivalence.

Related business purposes, not automatic field equivalents. Industry Quick Reference!A13:F13
Functional acknowledgmentAll industries

997/999 report technical validation. CONTRL is syntax/service feedback; APERAK is application feedback.

X12: X12 997 / 999
EDIFACT: EDIFACT CONTRL / APERAK
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A14:F14
Motor freight load tenderTrucking / Logistics

Shipper offers a truckload shipment to a carrier.

X12: X12 204
EDIFACT: EDIFACT IFTMIN
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A15:F15
Shipment status / trackingTransportation (all modes)

Reports pickup, in-transit, and delivery milestones.

X12: X12 214
EDIFACT: EDIFACT IFTSTA
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A16:F16
Ocean booking requestOcean freight

Books container/cargo space with an ocean carrier.

X12: X12 300
EDIFACT: EDIFACT IFTMBF
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A17:F17
Ocean booking confirmationOcean freight

Carrier confirms the booking and provides a booking number.

X12: X12 301
EDIFACT: EDIFACT IFTMBC
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A18:F18
Bill of lading / shipping instructionsOcean / Trucking

Instructs the carrier and provides data for the transport document.

X12: X12 211 / 304
EDIFACT: EDIFACT IFTMIN
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A19:F19
Customs declarationCustoms / Import-Export

Declares goods to customs for import/export clearance.

X12: 350 / 355 are status or acceptance/rejection responses
EDIFACT: EDIFACT CUSDEC
Healthcare: N/A

These X12 codes do not themselves represent a customs declaration. Select the authority-specific filing process.

Related business purposes, not automatic field equivalents. Industry Quick Reference!A20:F20
Customs cargo manifestCustoms / Ocean / Air

Reports cargo aboard a conveyance to customs authorities.

X12: X12 309
EDIFACT: EDIFACT CUSCAR
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A21:F21
Rail waybillRail

404 provides rail shipment information; 417 interchanges waybills, 425 requests a waybill, and 426 concerns revenue waybill data.

X12: X12 404 / 417 / 425 / 426
EDIFACT: N/A
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A22:F22
Air freight invoiceAir cargo

Airline/forwarder bills for air freight transportation.

X12: X12 110
EDIFACT: EDIFACT (billed via INVOIC)
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A23:F23
Vehicle transport orderAutomotive logistics

Instructs movement of finished vehicles between plant, rail, and dealer.

X12: X12 120 / 858
EDIFACT: N/A
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A24:F24
Eligibility inquiry/responseHealthcare

Checks a patient's active insurance coverage and benefits.

X12: X12 270/271
EDIFACT: N/A (region-specific in EU)
Healthcare: HIPAA 270/271

Related business purposes, not automatic field equivalents. Industry Quick Reference!A25:F25
Claim submissionHealthcare

Provider bills a payer for services rendered.

X12: X12 837 (P/I/D)
EDIFACT: N/A
Healthcare: HIPAA 837

Related business purposes, not automatic field equivalents. Industry Quick Reference!A26:F26
Claim payment / remittanceHealthcare

Payer explains adjudication and pays the provider (ERA).

X12: X12 835
EDIFACT: N/A
Healthcare: HIPAA 835

Related business purposes, not automatic field equivalents. Industry Quick Reference!A27:F27
Claim status inquiry/responseHealthcare

Checks on the processing status of a submitted claim.

X12: X12 276/277
EDIFACT: N/A
Healthcare: HIPAA 276/277

Related business purposes, not automatic field equivalents. Industry Quick Reference!A28:F28
Prior authorizationHealthcare

Requests approval for a medical service before it is performed.

X12: X12 278
EDIFACT: N/A
Healthcare: HIPAA 278

Related business purposes, not automatic field equivalents. Industry Quick Reference!A29:F29
Benefit enrollmentHealthcare / Insurance / HR

Enrolls or updates an employee/member's health plan enrollment.

X12: X12 834
EDIFACT: N/A
Healthcare: HIPAA 834

Related business purposes, not automatic field equivalents. Industry Quick Reference!A30:F30
Premium paymentInsurance

Pays insurance premiums to a carrier.

X12: X12 820
EDIFACT: EDIFACT INSPRE
Healthcare: HIPAA 820 (group premium)

Related business purposes, not automatic field equivalents. Industry Quick Reference!A31:F31
First notice of loss (claim)Insurance (P&C)

Reports a new claim event (e.g., auto accident) to an insurer.

X12: X12 272
EDIFACT: EDIFACT CLASET / ICASRV
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A32:F32
Life/annuity applicationInsurance (Life)

Submits a new life insurance or annuity application.

X12: X12 267
EDIFACT: N/A
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A33:F33
Policy/underwriting statusInsurance

Reports the status of an insurance application or underwriting requirement.

X12: 273; 874 is not an underwriting-status mapping
EDIFACT: N/A
Healthcare: N/A

273 concerns insurance application status; 874 is Commodity Movement Services Response in the X12 catalog, not underwriting requirements.

Related business purposes, not automatic field equivalents. Industry Quick Reference!A34:F34
Mortgage loan applicationBanking / Mortgage

Submits a residential mortgage loan application to underwriting.

X12: 259 (workbook mismatch: insurance explanation of benefits)
EDIFACT: N/A
Healthcare: N/A

Workbook X12 259 is a mortgage-insurance explanation of benefits, not a residential loan application. Confirm the mortgage origination specification before selecting a message.

Related business purposes, not automatic field equivalents. Industry Quick Reference!A35:F35
Account balance / statement reportingBanking

Reports account balances, service charge analysis, or lockbox detail.

X12: X12 821 / 822 / 823
EDIFACT: EDIFACT FINSTA / STATAC
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A36:F36
Direct debit / credit adviceBanking

Authorizes or advises debit/credit account activity.

X12: X12 828
EDIFACT: EDIFACT DIRDEB / CREADV / DEBADV
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A37:F37
Letter of creditBanking / Trade Finance

Opens, advises, or amends a documentary letter of credit for trade finance.

X12: N/A (SWIFT MT700 series typically used)
EDIFACT: EDIFACT DOCADV / DOCAPP / DOCAMA
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A38:F38
Grocery-specific orderingGrocery / Retail

Grocery-specialized purchase order, change, and invoice transactions.

X12: X12 875 / 876 / 880
EDIFACT: EDIFACT ORDERS/INVOIC (grocery subset)
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A39:F39
Coupon processingGrocery / CPG

Sets up, announces, and reconciles manufacturer coupon programs.

X12: X12 877 / 881 / 887
EDIFACT: N/A
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A40:F40
Material safety data sheetManufacturing / Chemical

Communicates hazardous material safety data with a shipment.

X12: X12 848
EDIFACT: EDIFACT SAFHAZ
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A41:F41
Quality / test resultsManufacturing / Automotive

Reports test results or nonconformance findings for shipped materials.

X12: X12 863 / 842
EDIFACT: EDIFACT QALITY
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A42:F42
Utility metered consumptionUtilities / Energy

Reports metered usage data (electricity, gas, water) between market parties.

X12: N/A (X12 867 sometimes adapted)
EDIFACT: EDIFACT MSCONS / UTILMD / UTILTS
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A43:F43
Excavation / call-before-you-digUtilities

Notifies utilities of planned excavation to prevent damage to buried lines.

X12: X12 620
EDIFACT: N/A
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A44:F44
Tax return / VAT filingGovernment / Tax

Files tax return or VAT data electronically with a tax authority.

X12: X12 813 / 826
EDIFACT: EDIFACT TAXCON / VATDEC
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A45:F45
Passenger manifestTravel / Aviation / Government

Transmits advance passenger information to border/immigration authorities.

X12: N/A
EDIFACT: EDIFACT PAXLST
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A46:F46
Job order / staffing placementHR / Staffing

Publishes vacancies, submits candidates, and confirms placements.

X12: N/A
EDIFACT: EDIFACT JOBOFF / JOBAPP / JOBCON
Healthcare: N/A

Related business purposes, not automatic field equivalents. Industry Quick Reference!A47:F47
Payroll deduction / benefits dataHR / Payroll

Communicates payroll deduction and compensation/benefits data.

X12: 820 (agreed payment use); 886 is not payroll benefits
EDIFACT: EDIFACT PAYDUC
Healthcare: N/A

886 is Customer Call Reporting in the X12 catalog. The workbook payroll/benefits mapping needs a partner-specific replacement.

Related business purposes, not automatic field equivalents. Industry Quick Reference!A48:F48
KEEP THE LAYERS CLEAR

Three questions. Three different answers.

Transport receipt

Did the payload arrive?

An AS2 MDN reports transport/message disposition; it is not an order confirmation.

Syntax / implementation

Could the document be understood?

X12 997/999 or EDIFACT CONTRL address technical acknowledgment at their respective levels.

Business response

Did the business accept the request?

Look for the appropriate business response, such as an 855 or ORDRSP for an order.