Sage EDI Integration Services

EDI transactions

Connect the complete order-to-cash conversation

Scope the X12 documents your trading partners require and the Sage or operational records each document needs. These supplier-side examples are confirmed against the partner's version and implementation guide.

1. 01 / Buyer → supplier

   Order

   EDI 850

   Purchase Order

   What does the buyer need?

   Mapping details

   Designated order-management source

   Confirm whether orders belong in the Sage product or a separate OMS, then map buyer references and supported records accordingly.

2. 02 / Supplier → buyer

   Confirmation

   EDI 855

   Purchase Order Acknowledgment

   What can you supply, and when?

   Mapping details

   Commercial acceptance decision

   Obtain the order response from the team and system responsible for inventory commitments and delivery dates.

3. 03 / Supplier → buyer

   Fulfillment

   EDI 856

   Advance Ship Notice

   What shipped, and how is it packed?

   Mapping details

   ERP delivery or warehouse shipment

   Use actual shipping and packing information from the operational source, including any external WMS or 3PL.

4. 04 / Supplier → buyer

   Billing

   EDI 810

   Invoice

   What is the buyer being charged?

   Mapping details

   Approved Sage financial document

   Map invoice data from the supported financial workflow, retaining retailer PO and shipment references and reconciling totals.

5. 05 / Buyer → supplier

   Payment

   EDI 820

   Payment / Remittance

   Which invoices does the remittance cover?

   Mapping details

   Finance reconciliation + application visibility

   Match retailer remittance references, invoice amounts, and deductions to approved finance records. Define how Sage receives reconciliation status; a remittance message alone does not establish payment settlement.

The business journey is shown in sequence; actual timing follows the partner agreement. An EDI 820 carries payment instructions or remittance information. Payment execution and settlement are confirmed through the agreed finance and banking process.

Additional scope can include 860 order changes, 940 warehouse shipping orders, 945 shipping advice, or EDIFACT equivalents. A technical acknowledgment is separate from a commercial acceptance. Documents and directions are agreed for each partner.

Frequently asked questions

Sage EDI integration FAQs

• Does one Sage EDI connector cover X3, Intacct, and every regional edition?

  No. These products have different interfaces and workflows. We scope the supported integration for the exact product and deployment rather than assuming universal compatibility.

• Can Sage accounting be integrated while orders stay in another system?

  Yes. We can scope invoice and financial data exchange around Sage while an OMS or ERP owns orders and a warehouse system supplies shipping details. Shared references connect the records.

• Can a file-based Sage interface be used?

  A supported import/export process may be appropriate for some deployments. We review validation, timing, security, duplicate prevention, and recovery before selecting it as the integration method.

• What is included in a Sage EDI integration project?

  The agreed scope covers discovery, source-to-target mapping, connectivity, validation, exception handling, end-to-end testing, and go-live support. Deliverables identify the trading partners, document types, application records, and any ERP or warehouse changes required. Ongoing support responsibilities are agreed separately.

• How long does Sage EDI implementation take?

  Timing depends on partner testing windows, document complexity, master-data readiness, interface access, and application changes. After discovery, we provide a dated plan with dependencies and acceptance criteria rather than promise one timeline for every project.

• Can we retain our current EDI provider or VAN?

  We assess the existing provider's interfaces, mapping ownership, transport agreements, and support responsibilities. The project can focus on the application connection where suitable. If migration is needed, we plan partner testing, reconciliation, and cutover explicitly.

• How is EDI integration priced?

  Scope is driven by the number of partners and document maps, application interfaces, custom fields, warehouse dependencies, environments, and support requirements. We separate implementation work from any recurring service, transport, or third-party licensing costs in the proposal.