X12 EDI Transaction Sets 500-568
November 24th, 2020
When trading partners complete all of their business transactions electronically, their internal systems need to understand each other for accurate processing. With mass amounts of data flowing in and out of most organizations daily, these exchanges are much easier when all that data is structured in the same, commonly understood format. This holds true for electronic transactions between both business-to-business (B2B) and business-to-government (B2G) organizations, and that’s why EDI standards have been introduced—to simplify business operations and processes.
There are a few major EDI standards used in various parts of the world, and the American National Standard’s Institute’s X12 is one of them. So basically, if you’re exchanging invoices and other business documents electronically in North America, ANSI’s X12 is on your radar.
For your convenience, here’s a list of all X12 EDI Transaction Sets from 500-568, with definitions sourced directly from the official X12 dictionary:
EDI X12 500 – Medical Event Reporting
The EDI 500 Medical Event Reporting Transaction Set can be used to make voluntary, mandatory, baseline, annual and semi-annual reports on medication and medical device adverse effects and product problems.
EDI X12 501 – Vendor Performance Review
The EDI 501 Vendor Performance Review Transaction Set can be used to request and receive past performance information. The transaction set may also be used to challenge the validity of the information received and to respond to challenges.
This transaction set can be used by selling parties to request, receive, and challenge historic information regarding their performance on contracts in the areas of capability, eligibility, quality assurance, and delivery performance.
EDI X12 503 – Pricing History
The EDI 503 Pricing History Transaction Set can be used by a purchasing party or vendor to request pricing history information for an item. The transaction set can also be used to respond to a request for pricing history information.
EDI X12 504 – Clauses and Provisions
The EDI 504 Clauses and Provisions Transaction Set can be used to request or respond to requests for clauses and special provisions.
EDI X12 511 – Requisition
The EDI 511 Requisition Transaction Set can be used to requisition needed material and equipment from a supply distribution system for immediate consumption or stockage against projected requirements. The originator can also use this transaction set to amend or terminate the original requisition. This transaction set may be used to convey a description and quantity of the required material, delivery and billing information, and other logistics information necessary to evaluate and meet the material needs of the originator. This transaction set is not used to establish a contractual relationship between trading partners, and may precede the use of a purchase order.
EDI X12 517 – Material Obligation Validation
The EDI 517 Material Obligation Validation Transaction Set may be used to: (1) verify the continued need for open orders, (2) confirm open order quantities and order priority, (3) request reinstatement of erroneously cancelled open orders, and (4) validate Government Furnished Material (GFM) orders. The transaction set may convey a description of the material, the urgency of need associated with the transaction and quantity of required material. This transaction set is bi-directional between trading partners.
EDI X12 521 – Income or Asset Offset
The EDI 521 Income or Asset Offset Transaction Set can be created by an agency or entity to require an employer or asset holder to withhold and deliver assets or income on behalf of a person or entity to whom they are owed, as in a levy, lien, or garnishment. It can also be used to confirm or modify a prior notification. This transaction set can also be used by the employer or third party to report the ability to comply with the requirement and the terms of that compliance and may be used to initiate an electronic funds transfer in order to satisfy the requirement.
EDI X12 527 – Material Due-In and Receipt
The EDI 527 Material Due-In and Receipt Transaction Set can be used to provide advanced notification of scheduled material receipts, to report receipts, and to inquire about the status of receipt reporting.
This transaction set may be used to convey a description of the material, receiving conditions and quantities, necessary contract information, and other logistics information. This transaction set is bi-directional between trading partners.
EDI X12 536 – Logistics Reassignment
The EDI 536 Logistics Reassignment Transaction Set is used to provide information necessary to transfer management responsibility between an old and new managing organization. This transaction set may be used to convey a description and quantity of the transferred material, specific inventory locations, product quality information, technical data, open contract information, demand data, procurement history, and other information necessary for the new managing organization to evaluate and meet the material needs of customers.
EDI X12 540 – Notice of Employment Status
The EDI 540 Notice of Employment Status Transaction Set can be used to notify government agencies or authorized parties of the identity of newly hired employees, of the termination of employees, or to confirm employment status. The transaction set may also be used to convey this information between authorized parties, or to convey responses from the agency if necessary.
EDI X12 561 – Contract Abstract
The EDI 561 Contract Abstract Transaction Set can be used to abstract a new contract, abstract a change in terms of a previously abstracted contract, or to correct a previously transmitted abstract. This bi-directional transaction set includes the information necessary to administer a contract, including modifications and corrections to that contract, and provides an acknowledgment mechanism to enable management of the contract administration process. This transaction set is typically used internally within a business entity as a post-award management report, when the purchasing and contract administration functions are separated within that entity.
EDI X12 567 – Contract Completion Status
The EDI 567 Contract Completion Status Transaction Set can be used to report administrative closure status on completed contracts. The originator can use this transaction set to close contract files, to indicate why contract files will not be closed within established milestones, or to extend contract closeout milestone dates.
This transaction set may be used to convey contract summary data, financial information, dates pertinent to the administrative closing of a contract file, and logistics information necessary to evaluate contract closeout status.
EDI X12 568 – Contract Payment Management Report
The EDI 568 Contract Payment Management Report Transaction Set can be used to enable the transmission of a management report to provide the details of payments and collections made against funds obligated on contracts, orders, and other services.
Want to Know More EDI Transaction Sets?
Read about EDI 100-199 here: Part I: X12 EDI Transaction Sets 100-199
Read about EDI 200-290 here: Part II: X12 EDI Transaction Sets 200-290
Read about EDI 300-392 here: Part III: X12 EDI Transaction Sets 300-362
Read about EDI 400-494 here: Part IV: X12 EDI Transaction Sets 400-494
Read about EDI 601-650 here: Part VI: X12 EDI Transaction Sets 601-650
Read about EDI 715-754 here: Part VII: X12 EDI Transaction Sets 715-754
Read about EDI 805-897 here: Part VIII: X12 EDI Transaction Sets 805-897
Read about EDI 920-999 here: Part IX: X12 EDI Transaction Sets 920-999
You can find all X12 Transaction Sets (sorted by industry) on the official X12 website here.