EDI Documents For Accounting & Finance

Following is a list of the approved EDI version 4 ANSI X12 documents for financial & accounting transactions. You will likely only need a small subset of the documents listed to become EDI compliant with your Trading Partner

Please note that, although their are written "standards" for each EDI document, the standards are written very loosely so that the Trading Partners, themselves, can decide on the specific structure and format, although, usually one Trading Partner dictates the format to the other.

Financial (FIN)
Document Description
130Student Educational Record (Transcript)
131Student Educational Record (Transcript) Acknowledgment
135Student Aid Origination Record
138Educational Testing and Prospect Request and Report
139Student Loan Guarantee Result
144Student Loan Transfer and Status Verification
146Request for Student Educational Record (Transcript)
147Response to Request for Student Educational Record (Transcript)
149Notice of Tax Adjustment or Assessment
150Tax Rate Notification
151Electronic Filing of Tax Return Data Acknowledgment
152Statistical Government Information
153Unemployment Insurance Tax Claim or Charge Information
154Secured Interest Filing
155Business Credit Report
157Notice of Power of Attorney
175Court and Law Enforcement Notice
176Court Submission
185Royalty Regulatory Report
188Educational Course Inventory
189Application for Admission to Educational Institutions
190Student Enrollment Verification
191Student Loan Pre-Claims and Claims
194Grant or Assistance Application
195Federal Communications Commission (FCC) License Application
196Contractor Cost Data Reporting
197Real Estate Title Evidence
198Loan Verification Information
199Real Estate Settlement Information
200Mortgage Credit Report
201Residential Loan Application
202Secondary Mortgage Market Loan Delivery
203Secondary Mortgage Market Investor Report
205Mortgage Note
206Real Estate Inspection
248Account Assignment/Inquiry and Service/Status
260Application for Mortgage Insurance Benefits
261Real Estate Information Request
262Real Estate Information Report
263Residential Mortgage Insurance Application Response
264Mortgage Loan Default Status
265Real Estate Title Insurance Services Order
266Mortgage or Property Record Change Notification
280Voter Registration Information
288Wage Determination
521Income or Asset Offset
527Material Due-In and Receipt
540Notice of Employment Status
810Invoice
811Consolidated Service Invoice/Statement
812Credit/Debit Adjustment
813Electronic Filing of Tax Return Data
814General Request, Response or Confirmation
818Commission Sales Report
819Joint Interest Billing and Operating Expense Statement
820Payment Order/Remittance Advice
821Financial Information Reporting
822Account Analysis
823Lockbox
824Application Advice
826Tax Information Exchange
827Financial Return Notice
828Debit Authorization
829Payment Cancellation Request
831Application Control Totals
833Mortgage Credit Report Order
844Product Transfer Account Adjustment
859Freight Invoice
872Residential Mortgage Insurance Application
880Grocery Products Invoice



What Can EDI Do For Your Ordering Process?

ASPECTS OF SALES ORDERS
IMPROVED BY EDI


ACCURACY - 97%      
PRODUCTIVITY - 92%      
RESPONSE/CYCLE TIMES - 81%      
SALES ACROSS COMPANY BORDERS - 75%      
ABILITY TO TRACK/TRACE GOODS - 67%      

ASPECTS OF PURCHASE ORDERS
IMPROVED BY EDI


ACCURACY - 91%      
PRODUCTIVITY - 77%      
RESPONSE/CYCLE TIMES - 74%      
SALES ACROSS COMPANY BORDERS - 65%      
ABILITY TO TRACK/TRACE GOODS - 74%      
* Supply Chain Insights, LLC; B2B Study, June-September 2013. Survey of Manufacturers, Retailers, Distributors & others currently using EDI.

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