X12 transaction guide · Master data

EDI 816 Organizational Relationships

The X12 document a parent organization uses to share its members, such as stores or facilities, and how they relate to the parent and to each other.

Sent by
Parent organization (retail chain, group purchasing organization or holding company)
Received by
Supplier, distributor or service provider
Standard
ANSI ASC X12

What is an EDI 816?

The EDI 816 Organizational Relationships is the ANSI X12 transaction set that describes a parent organization, its members and the relationships between them. The parent might be a retail chain, a buying group or association, a multi-hospital system or a holding company. Its members are typically stores, facilities or companies that buy under the parent's agreements.

Suppliers use the 816 to keep location master data current: which stores or facilities exist, their addresses and identifiers, and which parent or region each belongs to. It can also confirm whether a member is eligible to buy under the parent's negotiated terms. Because the data is hierarchical, the 816 uses HL segments to build the structure from the parent down to each member.

How the EDI 816 worksDiagram of the EDI 816 Organizational Relationships. Parent organization (retail chain, group purchasing organization or holding company) sends it to supplier, distributor or service provider. It usually starts the exchange. It is usually followed by 997 and 850. Inside the ISA, GS and ST envelopes, X12 release 004010 requires, in the heading: BHT (Beginning of Hierarchical Transaction) and the required N1 loop with N1 (Name) and detail: the required HL loop with HL (Hierarchical Level) and the required N1 loop with N1 (Name). 0 optional loops are listed by their first segment.How the EDI 816 worksOrganizational Relationships: who sends it, where it fits and what the standard marks required1 WHERE IT FITSUSUALLY FOLLOWSStarts the exchangeEDI 816SENDERParent organization(retail chain, grouppurchasingorganization or holdingcompany)RECEIVERSupplier, distributor orservice provider997 or 999 acknowledgment back, if the partners agreeUSUALLY FOLLOWED BY997FunctionalAcknowledgment850Purchase Order2 WHAT X12 RELEASE 004010 REQUIRESInterchange: sender and receiver IDsISA … IEAFunctional group, ID code ORGS … GETransaction set 816ST … SEHEADINGBHTBeginning of Hierarchical TransactionRequired loop N1 · repeats many timesN1NameDETAILRequired loop HL · repeats many timesHLHierarchical LevelRequired loop N1 · repeats many timesN1NameBlue box: required loop. Optional loops are listed by the segment that starts them; when a loop is used, that first segment is required. Optional segmentsoutside loops are not drawn.Structure: required segments and loops in the X12 004010 listing for the 816. Your trading partner's implementation guide adds its own requirements.
How the EDI 816 worksDiagram of the EDI 816 Organizational Relationships. Parent organization (retail chain, group purchasing organization or holding company) sends it to supplier, distributor or service provider. It usually starts the exchange. It is usually followed by 997 and 850. Inside the ISA, GS and ST envelopes, X12 release 004010 requires, in the heading: BHT (Beginning of Hierarchical Transaction) and the required N1 loop with N1 (Name) and detail: the required HL loop with HL (Hierarchical Level) and the required N1 loop with N1 (Name). 0 optional loops are listed by their first segment.How the EDI 816 worksOrganizational Relationships: who sends it,where it fits and what the standard marksrequired1 WHERE IT FITSUSUALLY FOLLOWSStarts the exchangeEDI 816SENDERParentorganization(retail chain,grouppurchasingorganization orholdingcompany)RECEIVERSupplier,distributor orservice provider997 or 999 acknowledgment back, if the partnersagreeUSUALLY FOLLOWED BY997Functional Acknowledgment850Purchase Order2 WHAT X12 RELEASE 004010 REQUIRESInterchange: sender and receiver IDs (ISA… IEA)Functional group, ID code OR (GS … GE)Transaction set 816 (ST … SE)HEADINGBHTBeginning of HierarchicalTransactionRequired loop N1 · repeats manytimesN1NameDETAILRequired loop HL · repeats manytimesHLHierarchical LevelRequired loop N1 · repeatsmany timesN1NameBlue box: required loop. Optional loops are listedby the segment that starts them; when a loop isused, that first segment is required. Optionalsegments outside loops are not drawn.Structure: required segments and loops in the X12004010 listing for the 816. Your trading partner'simplementation guide adds its own requirements.

How to read this diagram: the top row shows who sends the 816, to whom, and which documents usually come before and after it. The lower part shows what X12 release 004010 itself requires: the envelopes around the 816 and the segments and loops the standard marks as required, area by area. Optional loops are listed by the segment that starts them rather than drawn in full. This is the standard's minimum, not a trading partner's requirement: each partner's implementation guide usually makes some optional loops mandatory, restricts the codes and may use a different release.

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When it is used

  • Sharing store or facility lists, addresses and location numbers
  • Adding, changing or closing member locations
  • Confirming which members can buy under a parent's contract pricing
  • Keeping ship-to and bill-to master data aligned between partners

Where it fits in the document flow

This document 816 Organizational Relationships

Structure

Key segments in the 816

The segments most implementations use, described in plain language. The last column shows what X12 release 004010 itself requires: "Required" marks a segment the standard requires in every 816; "Optional, common" marks a segment the standard leaves optional, or that sits in an optional loop, but that implementations often use. This is the standard's requirement, not your trading partner's: each partner's implementation guide names the release it uses, makes some optional segments mandatory and restricts the values, and requirements can differ between releases. The requirement status comes from one published X12 reference listing and has not been checked against a second source.

SegmentNameWhat it carriesIn X12 004010
BHTBeginning of Hierarchical TransactionThe hierarchical structure used, the purpose code, a reference number and the creation date.Required
N1 loop (header)NameThe organization issuing the transaction set.Required
HL loopHierarchical LevelOne level of the structure, such as the parent, a region or a member, linked to its parent level.Required
N1 (in HL loop)NameThe organization at that level, its identifier and, in N105, its relationship to the parent.Required
ASIAction or Status IndicatorWhether the member is being added, changed or deleted.Optional, common

Example

Sample EDI 816

Example Retail Group (the submitter, code 41) describes a three-level structure (BHT01 0057). The group is the supergroup (HL03 24), its West region the subgroup (25) and store 0412 a member (26). ASI adds the store (action 1) with full detail (003).

Illustrative data only, not tied to one X12 release or trading partner. The interchange (ISA/IEA) and functional group (GS/GE) envelopes are omitted for readability.

ST*816*0001~
BHT*0057*00*ORG2026*20261020~
N1*41*Example Retail Group~
HL*1**24~
N1*BY*Example Retail Group*92*100~
HL*2*1*25~
N1*BY*Example West Region*92*120~
HL*3*2*26~
N1*BY*Example Store 0412*92*0412~
ASI*1*003~
SE*11*0001~
Reading a sample EDI 816, line by lineAnnotated sample EDI 816 with 11 lines. Notes explain the ST, BHT, N1, HL, ASI and SE segments.Reading a sample EDI 816, line by lineEach numbered note explains the segment on that line. The data is illustrative.ST*816*0001~11Transaction Set Header. Opens the 816 and gives it a controlnumber, which SE repeats.BHT*0057*00*ORG2026*20261020~22Beginning of Hierarchical Transaction. The hierarchical structureused, the purpose code, a reference number and the creationdate.N1*41*Example Retail Group~33Name. The organization issuing the transaction set.HL*1**24~44Hierarchical Level. One level of the structure, such as the parent,a region or a member, linked to its parent level.N1*BY*Example Retail Group*92*100~HL*2*1*25~N1*BY*Example West Region*92*120~HL*3*2*26~N1*BY*Example Store 0412*92*0412~ASI*1*003~55Action or Status Indicator. Whether the member is being added,changed or deleted.SE*11*0001~66Transaction Set Trailer. Closes the set with the number ofsegments, including ST and SE, and the same control number.Illustrative data only, not tied to one trading partner. Envelopes (ISA/GS) are omitted for readability.
Reading a sample EDI 816, line by lineAnnotated sample EDI 816 with 11 lines. Notes explain the ST, BHT, N1, HL, ASI and SE segments.Reading a sample EDI 816, lineby lineEach numbered note explains the segment onthat line. The data is illustrative.ST*816*0001~Transaction Set Header. Opens the 816 andgives it a control number, which SE repeats.BHT*0057*00*ORG2026*20261020~Beginning of Hierarchical Transaction. Thehierarchical structure used, the purpose code,a reference number and the creation date.N1*41*Example Retail Group~Name. The organization issuing thetransaction set.HL*1**24~Hierarchical Level. One level of the structure,such as the parent, a region or a member,linked to its parent level.N1*BY*Example Retail Group*92*100~HL*2*1*25~N1*BY*Example West Region*92*120~HL*3*2*26~N1*BY*Example Store 0412*92*0412~ASI*1*003~Action or Status Indicator. Whether themember is being added, changed or deleted.SE*11*0001~Transaction Set Trailer. Closes the set withthe number of segments, including ST and SE,and the same control number.Illustrative data only, not tied to one trading partner.Envelopes (ISA/GS) are omitted for readability.

The sample is the same one shown above, with a note beside each segment the first time it appears. Segment IDs are highlighted at the start of each line; the fields after them are separated by asterisks, and each segment ends with a tilde.

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Avoid problems

Common 816 errors and how to prevent them

Location numbers that do not match orders

The location identifiers in the 816 must be the same ones used as ship-to codes on purchase orders. Mismatches cause rejected orders and misrouted shipments.

Ignoring closures and changes

Deleted or changed locations matter as much as new ones. Apply every action code so closed stores stop receiving shipments.

Flattening the hierarchy

Loading only the member list loses which region or parent a location belongs to, which pricing and reporting often depend on.

EDI 816 FAQs

What is the EDI 816 used for?

It lets a parent organization share its member locations and how they relate, so suppliers can keep ship-to, bill-to and eligibility data current without manual updates.

Why does the 816 use HL segments?

The data is a hierarchy, for example chain, region and store. HL segments link each level to its parent, so the receiver can rebuild the structure.

How often is an 816 sent?

It depends on the partner. Some send a full list on a schedule, others send changes only when locations open, close or move.

Need help with the EDI 816?

ECOM maps, tests and monitors X12 documents for your trading partners and integrates them with your ERP.