Substitution records

EDI Data Substitution entries are used in two ways:

First, as cross references between your values and ASC X12 standard values or supplier values. Two most common examples are supplier account numbers and units of measure. Supplier account numbers are exchanged in the X12 documents. Using data substitution records, you can cross reference a ship to, vendor, purchase from, and company with a supplier account number. This process is the same for unit of measure (UOM). The X12 standards specify that units of measure are two characters. If you use a UOM of EACH in your system, then you must convert or cross-reference EACH with the X12 value of EA.

The second way is for configuring parameters to enable or disable specific functionality. For example, by default, line numbers are mapped from an X12 810 Invoice to the Match Invoice input data. But there is a Data Substitution record to disable that process and to not map the line numbers. Configuration records are enabled for a specific trading partner using the trading partner id (tpid) or for all trading partners using an asterisk.

For example, disabling mapping of line numbers from an X12 810 Invoice to the Match Invoice input data or enabling the creation of an SDQ segment in an 850 transaction. These configuration-type records are enabled for a specific trading partner by using the trading partner id (tpid). They are enabled or for all trading partners by using an asterisk (*) and typically a value of Y or N. If a record does not exist, the documented default behavior is followed.