Processing 810 invoices for service contracts
X12 810 invoices for service contracts contain a contract number but not a valid purchase order number. In this scenario, when the 810 is translated and processed to a match invoice, it fails and must be manually corrected. Use this information to process X12 810 invoices for service contracts.
Enabling 810 invoices for service contracts
- In the Invoice Type field, specify V-Service Contract based on a code in BIG07. In the previous example, the value of BIG07 is DI.
- This table shows the EDI Data Substitution record to use for 810 invoices as service contract invoices:
Field | Value | Comments and examples |
---|---|---|
List Name | <tpid>_I_INVOICE_HC | Replace <tpid> with the trading partner ID of the EDI Trading Partner record for processing 810 invoices |
Your Value | V | The code for a Service Contract Invoice Type and Template |
Partner Value | * | Use for all BIG07 values |
Conditions
These assumptions apply to the setup and processing:
- You only receive 810 invoices for service contracts from the trading partner.
- The contract number is included in the BIG segment in the PO element (BIG04) or in the IT1 segment with a CR qualifier.
In these examples, 115 is the service contract:
BIG^20210131^29997640^^115^^^DI~
IT1^1^1^DA^75.65^CT^VC^VANDELAY-MK238^SN^VI13657^CR^115~
Processing rules for service contract number
If the Invoice Type is V from the data substitution record, then the Service Contract value is mapped from the first CR qualified element in an IT1 segment.
- If a CR-qualified element does not exist, then the purchase order from BIG04 is mapped to Service Contract.
- If a Service Contract value exists, then the purchase order number is blank.
Note: If the Service Contract
is larger than 15 digits or contains non-numeric characters, then the import to EDI Invoice
Match Interface Input will fail. The data is saved in EDI Work.
Testing the interface
- Perform normal setup for 810 EDI Trading Partner and Data Substitution records.
- Add the EDI Data Substitution record for <tpid>_I_INVOICE_HC.
- Create an EDI Data Exchange record that contains an 810 for service contract.
- Run the Translate Inbound action.
- Review the EDI Invoice Match Interface Input records for the invoice.
- Run the Interface Invoices action.
This list shows the expected results:
- The Purchase Order field is empty.
- Invoice Template Type is Service Contract
- Service Contract contains the value from BIG04 or IT1 segment.
- Invoice is imported successfully.