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Your essential EDI compliance checklist
EDI compliance means sending the right documents, in the right format, at the right time, with the right labels, every time. Miss any of those and you risk chargebacks and scorecard hits. Use this checklist before you go live with any retailer.
Before go-live
Confirm the fundamentals with your retailer and your provider:
- Get the retailer’s routing guide and EDI specification.
- Confirm the exact document set required (e.g. 850, 855, 856, 810, 997).
- Confirm the transport method (AS2, SFTP) and any portal requirements.
- Map each document to your ERP or systems: no manual rekeying.
- Complete the retailer’s test/certification cycle before trading.
Every order
Day-to-day compliance comes down to discipline on each order:
- Acknowledge purchase orders promptly (855/997).
- Send accurate, on-time Advance Ship Notices (856).
- Apply correct shipping and carton labels (e.g. GS1-128).
- Invoice accurately (810) and match it to the PO and ASN.
- Watch acknowledgements (997) to confirm documents were received.
Ongoing
Compliance isn’t one-and-done. Monitor every connection and document, and alert on exceptions so a failed transmission doesn’t become a chargeback. A managed provider does this for you. Learn more about how we run it on our managed EDI page.