EDI Template Challenges and Error Avoidance Checklist

The EDI Template Challenges and Error Avoidance Checklist is a valuable tool designed to assist organizations in identifying and avoiding common challenges and errors encountered when working with Electronic Data Interchange (EDI) templates. EDI templates facilitate efficient data exchange, but certain challenges or errors can impact accuracy, timeliness, and overall effectiveness. This checklist provides guidance on key considerations and best practices to mitigate common challenges and prevent errors when working with EDI templates.

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  • (1) Not understanding the EDI template structure and how the data is formatted

  • (2) Check that your EDI template is complete and accurate.

  • (3) Not verifying that the data in the template matches the data in the source document

  • (4) Make sure that your EDI template is appropriately scaled.

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