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Process EDI 860 Sales Order Change / Cancellation

Updated
Applies toEDI IntegrationAudienceAll usersLast updatedMarch 23, 2026

Overview

EDI 860 is used to transmit changes or cancellations to existing sales orders from trading partners into GoldFinch.

Your EDI software provider collects EDI 860 documents and inserts them into the Import Sales Orders object in GoldFinch for processing.

Data Structure

Header Fields

FieldDescription
Order Change TypeIndicates the type of update. Values include: New Order, Change Order, Cancel Order
Customer No.For EDI orders, populate with Trading Partner ID if available. Otherwise, use Ship-to ID
Customer NameName of the customer
Customer PO No.Required. Customer’s purchase order number

Line Fields

FieldDescription
Line Change TypeDefines how the line should be updated:
• New Line – Add a new item
• Delete Line – Remove an existing item
• Replace All – Update quantity and/or unit price
Item No.Can be either:
• GoldFinch internal Item No.
• Trading Partner Item No.

If Trading Partner Item No. is provided, GoldFinch uses the Cross References table to map it to the internal Item No.
QuantityUpdated quantity for the item

Processing Logic

1. Create Sales Order

  • Use Create Sales Order button
  • Processes records where:
    • Order Change Type = blank OR
    • Order Change Type = New Order

2. Update or Cancel Sales Order

  • Use Update Sales Order button
  • Processes records where:
    • Order Change Type = Change Order
    • Order Change Type = Cancel Order

Business Rules

Change Order

If:

  • Sales Order already exists, AND
  • Warehouse Shipment has NOT been created

Then GoldFinch will:

  • Add lines → when Line Change Type = New Line
  • Delete lines → when Line Change Type = Delete Line
  • Update lines → when Line Change Type = Replace All

Cancel Order

If:

  • Sales Order already exists, AND
  • Warehouse Shipment has NOT been created

Then GoldFinch will:

  • Delete the Sales Order

Important Notes

  • EDI 860 applies only to existing orders
  • Changes are allowed only before warehouse processing begins
  • Once a Warehouse Shipment is created, the order is considered operationally locked and cannot be updated or canceled via EDI 860
  • Cross-reference mapping ensures trading partner item numbers align with internal item records

Summary

EDI 860 enables trading partners to:

  • Modify existing orders
  • Add or remove line items
  • Cancel orders entirely

GoldFinch ensures:

  • Controlled updates before fulfillment
  • Data integrity through validation and mapping
  • Clear separation between order creation and order modification processes

Article Process-EDI-860-Sales-Order-Change-Cancellation  ·  Last updated March 23, 2026 · GoldFinch ERP Help Center

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