Map ERP invoice data to an EDI 810 outbound transaction

Verified steps

1. Extract the posted invoice from the ERP using the appropriate API or report: retrieve invoice header (invoice number, invoice date, PO reference, remit-to address, payment terms) and invoice lines (line number, quantity, unit price, item identifiers, description, extended amount).
2. Map ERP fields to EDI 810 X12 segments: BIG (invoice header), N1 loops (bill-to, ship-to, remit-to parties with qualifier codes BT, ST, RI), IT1 (invoice line items with qualifier and pricing), SAC (allowances/charges if applicable), TDS (total invoice amount), and CTT (line count control).
3. Build the EDI envelope: wrap the 810 transaction set in the appropriate GS/GE functional group (GS01='IN') and ISA/IEA interchange, populating sender and receiver IDs from the trading partner agreement.
4. Validate the constructed 810 against the trading partner's implementation guide: check that mandatory qualifiers are present, that monetary amounts balance (sum of IT1 extended amounts + SAC charges = TDS), and that control counts are correct.
5. Transmit via the agreed transport (AS2, SFTP, VAN) and retain the transaction set control number and interchange control number for acknowledgment reconciliation when the 997 is received.