EDI Discovery Questionnaire

1 Connectivity & Transport

1. Who is hosting the EDI connection? *

Customer 3PL (us) Third party (Cleo, VAN, integrator)

2. File transfer method *

SFTP FTPS FTP VAN mailbox Other

3. Who hosts the files? *

We pull They push VAN delivery

4. If using a VAN:

Which VAN?

ISA/GS ownership?

Test vs Production mailbox separation?

Yes No N/A

2 Sample Files & Specifications

5. Sample EDI available?

850 (required) 856 (if available) 997 / 999

6. Nature of samples *

Real production-like data Sanitized real data Spec-only examples No samples available

7. Implementation guides available?

Trading partner guide Retailer-specific requirements GS1 documentation None available

3 Order Intake – 850

8. Order types *

Standard Drop-ship Split shipments Backorders

9. Line item identifiers *

Customer SKU Vendor SKU UPC / GTIN

SKU translation required?

Yes No

10. Line numbers

Must be preserved and returned on 856 Not required

11. Units of Measure *

Each Case Pallet Mixed

Fractional quantities?

Yes No

4 Packaging & Warehouse Behavior

12. Packaging levels required *

Eaches Cartons Pallets

13. ASN layout requirements *

SOI (Shipment → Order → Item) SOPI (Shipment → Order → Pack → Item) SOTPI (Shipment → Order → Tare → Pack → Item) Mixed

14. Scanning requirements *

Pallet-level Carton-level

Mixed-SKU pallets allowed?

Yes No

15. GS1 requirements

GS1-128 labels MAN segments

SSCC required?

Yes No

5 Shipping & Carrier Logic

16. Shipping method determination *

Provided on 850 Derived via rules Forced default

17. Carrier & service

SCAC provided?

Yes No

Service-level mapping?

Yes No

Force SCAC without BOL?

Yes No

18. Bill of Lading

Required?

Yes No

Generated by warehouse?

Yes No Customer-provided

19. Third-party billing

Account numbers provided Freight collect

Segment usage (REF/N9)?

6 Tracking Numbers

20. Tracking behavior *

Single per order Multiple per order Multiple per carton

21. Representation method *

Space-separated Repeated segments MAN-only One ASN per tracking

22. Tracking level *

Shipment Carton Line item

7 ASN – 856 Creation

23. ASN hierarchy *

Shipment → Order → Pack → Item Shipment → Pack → Item Other

24. Quantity rules

Exact match required Partial shipments allowed Split ASNs

25. Timing *

Pick complete Ship confirm Pre-pickup

26. Acknowledgments

997 999 Both

8 Multi-Entity & Systems

27. Database structure

Single DB Multi-DB Multi-warehouse

28. Routing logic

Warehouse-based Customer-based Attribute-based

29. Bundles / Kits

Pre-built kits Virtual bundles

Component-level ASN required?

Yes No

9 Inserts & Extras

30. Inserts

Packing slips Marketing materials Gift notes

31. Packaging rules

Gift wrap Branded packaging Hazmat

10 Validation & Testing

32. Testing approach *

Unit testing End-to-end Parallel run

33. Sign-off authority

Business IT EDI provider Retail partner

11 Expectations & Risk

34. Volume expectations *

Orders per day

Lines per order

Peak season spikes

35. Timeline *

Target go-live date

Hard deadline?

Yes No

36. Change management

Post-go-live changes expected?

Yes No Unsure

Formal change control?

Yes No

37. Support expectations

Business hours support needed

After-hours escalation?

Yes No

SLA requirements?

12 Known Issues & Additional Information

38. Are there any known issues in your current EDI flow with other partners?

Additional notes or requirements

Your comprehensive responses will be compiled into a detailed requirements document

Comprehensive EDI Integration Assessment

Company Information

1 Connectivity & Transport

2 Sample Files & Specifications

3 Order Intake – 850

4 Packaging & Warehouse Behavior

5 Shipping & Carrier Logic

6 Tracking Numbers

7 ASN – 856 Creation

8 Multi-Entity & Systems

9 Inserts & Extras

10 Validation & Testing

11 Expectations & Risk

12 Known Issues & Additional Information

EDI DISCOVERY QUESTIONNAIRE

Comprehensive EDI Integration Assessment

Company Information

1 Connectivity & Transport

2 Sample Files & Specifications

3 Order Intake – 850

4 Packaging & Warehouse Behavior

5 Shipping & Carrier Logic

6 Tracking Numbers

7 ASN – 856 Creation

8 Multi-Entity & Systems

9 Inserts & Extras

10 Validation & Testing

11 Expectations & Risk

12 Known Issues & Additional Information

EDI Requirements Document Ready