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EDI Acknowledgment Reconciliation

As your trading partners acknowledge your messages, Partner Manager automatically and updates their acknowledgment status. If you want to be notified, you must specifically configure acknowledgment settings when you create the message.

If you are expecting to receive functional acknowledgments from your trading partners, you must configure the acknowledgment settings when creating the outbound message flow.

When your organization receives the functional acknowledgment (X12 997) from the trading partner, the status of the corresponding outbound transaction is updated. Possible status updates include:

  • Accepted

  • Rejected

  • Overdue, if the the functional acknowledgment is not received within the specified time period

The following are examples of the actions your operations team might take while troubleshooting acknowledgment issues:

  • Retriggering the transaction from the backend system when reviewing rejected transactions due to missing data elements

  • Asking your trading partner to confirm the receipt of the outbound transaction when reviewing overdue transactions

Troubleshoot Rejected or Overdue Acknowledgments

You can view all the outbound transactions that have either received a 997 rejection or that are overdue for the functional acknowledgment:

  1. In the left navigation menu, select Activity.

  2. Use the search filters to filter functional acknowledgments by:

    • Type
      Type of message transmission:

      • Both directions

      • Sent to partners

      • Received from partners

    • From Date
      Filter for transmissions sent or received after this date.

    • To Date
      Filter for transmissions that are sent or received up to and including this date.

    • Ack Status
      Filter for transmissions based on their acknowledgment status:

      • All

      • Overdue

      • Rejected

  3. Click the transaction you want to review.

  4. From the transaction detail page, in the Transmission section, expand the Sent to <partner name> section.

  5. Click Review.

    Expand the transmission and click Review to enter notes about action taken and mark the transmission as reviewed

    When you are reviewing a 997 rejection, you see the X12 997 payload received from your trading partner.

    X12 997 payload received from the partner
  6. Enter a review comment, indicating the action taken on the transaction’s acknowledgment status and click Mark reviewed.

  7. Optionally, you can download the 997 payload by clicking the Download button.

After an overdue or rejected transaction is marked as reviewed, it is no longer displayed in the transaction Activity page when you search for transactions with the acknowledgment status of Overdue or Rejected. You see only the transactions that are not reviewed by your operations team.

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