Process EDI 850

EDI 850 is an electronic document used to transmit sales orders from your trading partners directly into GoldFinch. This process allows for seamless order management and data exchange.

Receiving EDI 850 Documents

• Retrieve EDI 850 Documents

  • Your EDI Software Provider will collect EDI 850 documents from trading partners and insert them into the Import Orders object within GoldFinch.

• Included Information in EDI 850

  • The documents typically contain details such as:

    • Customer

    • Ship-to address

    • Item

    • Unit of Measure

    • Quantity

Creating Sales Orders from EDI 850

• Navigate to the Import Orders Tab

  • Use the GoldFinch Conversion app to access the Import Orders tab.

• Select the 'Not Processed' View

  • This view is filtered to display records where the Processed field is set to false.

• Choose Records for Sales Order Creation

  • Select the records you wish to process for order creation.

• Create Sales Orders

  • Click the Create Sales Orders button to generate sales orders from the selected records.

Note
To prevent duplicate sales orders, ensure that the "Do Not Allow Duplicate PO" option is enabled on the customer account.

Handling Errors During Sales Order Creation

• If there are issues that prevent a sales order from being created, the affected Import Orders lines will not be processed.

• An error message will be displayed, indicating the reason why the order could not be created.

Configurations

• Configure Account and Alternate Shipping Addresses

  • Set up account details and alternate shipping addresses for the new EDI trading partner.

  • Enter the EDI Shipping ID while setting up the alternate shipping addresses.

• Cross References for Trading Items

  • For all items traded with the new partner, configure Cross References.

  • Enter the partner's Item Number in the Cross Reference No. field to map it to your internal Item Number.

• Mapping Ship-to ID and Item Numbers

  • The Ship-to ID from the trading partner is matched to the EDI Shipping ID configured in the Alternate Shipping record to identify the correct Account and Alternate Shipping for the sales order.

  • If no Alternate Shipping record is found, the Ship-to ID is matched to the EDI Shipping ID configured in the Account.

  • The trading partner's Item Number is mapped to the Cross Reference No. in the Item Cross Reference object to determine the correct Item and Unit of Measure for the sales order lines.

Following these steps ensures accurate and efficient handling of EDI 850 documents, allowing for streamlined order processing and integration with trading partners.

Article Process-EDI-850  ·  Last updated March 23, 2026 · GoldFinch ERP Help Center