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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.