--- title: "EDI 812 Credit/Debit Adjustment: X12 812 Guide | Stacksync" description: "EDI 812 is the X12 Credit/Debit Adjustment, used when a financial difference needs a documented adjustment. See its key segments and mapping checks." canonical: https://www.stacksync.com/edi/x12/812-credit-debit-adjustment last_modified: 2026-09-29 --- X12 transaction code # EDI 812 Credit/Debit Adjustment (X12 812) > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md EDI 812 is the X12 Credit/Debit Adjustment transaction set, used when a financial difference needs a documented adjustment. The 812 flows in both directions: sellers send credit or debit memos to buyers, and buyers such as retailers and distributors send it to suppliers to document deductions and billbacks. Standard X12 Code 812 Partner references 17 [Book an EDI demo](https://www.stacksync.com/book-a-demo) [← All trading partners](https://www.stacksync.com/edi) At a glance ## EDI 812 at a glance What the 812 carries, who sends it to whom, when it goes out, and the segments trading partners list for it. **X12 812 Credit/Debit Adjustment summary** | | | | --- | --- | | Document | X12 812 Credit/Debit Adjustment | | Business record | Credit or debit adjustment | | Who sends it to whom | The 812 flows in both directions: sellers send credit or debit memos to buyers, and buyers such as retailers and distributors send it to suppliers to document deductions and billbacks. | | When it is sent | A discrepancy is found after invoicing, such as a shortage, return, pricing error, or agreed billback, and one party issues an adjustment against the original invoice. | | Match on | Adjustment reference, original invoice and reason | | Partner references | 17 trading partners in this directory | | Related documents | [X12 810 Invoice](https://www.stacksync.com/edi/x12/810-invoice), [X12 820 Payment Order/Remittance Advice](https://www.stacksync.com/edi/x12/820-payment-order-remittance-advice) | ### Key segments in an EDI 812 The business segments that appear in at least half of the 26 partner document references listed below, most common first. The table leaves out envelope segments (ISA, GS, ST, SE, GE, IEA). Your partner guide sets which segments and elements your account must send. | Segment | Name | Purpose | Partner references | | --- | --- | --- | --- | | BCD | Beginning Credit/Debit Adjustment | To transmit identifying dates and numbers for the transaction set and indicate the monetary value to the receiver of the transaction. | 26 of 26 | | N1 | Name | To identify a party by type of organization, name, and code. | 26 of 26 | | CDD | Credit/Debit Adjustment Detail | To provide information relative to a line item adjustment. | 26 of 26 | | LIN | Item Identification | To specify basic item identification data. | 26 of 26 | | N9 | Reference Identification | To transmit identifying information as specified by the Reference Identification Qualifier. | 22 of 26 | | SAC | Service, Promotion, Allowance, or Charge Information | To request or identify a service, promotion, allowance, or charge; to specify the amount or percentage for the service, promotion, allowance, or charge. | 20 of 26 | | DTM | Date/Time Reference | To specify pertinent dates and times. | 17 of 26 | | N3 | Address Information | To specify the location of the named party. | 16 of 26 | | N4 | Geographic Location | To specify the geographic place of the named party. | 16 of 26 | Stacksync connects EDI documents such as the X12 812 to your ERP, CRM and databases with two-way sync. Read the [EDI overview](https://www.stacksync.com/edi), check [pricing](https://www.stacksync.com/pricing) and [security](https://www.stacksync.com/security), or [book a demo](https://www.stacksync.com/book-a-demo) to walk through your partner guide. Implementation guide ## X12 812 mapping and validation X12 812 Credit/Debit Adjustment is used when a financial difference needs a documented adjustment. Preserve adjustment reference, original invoice and reason so the credit or debit adjustment in your business system stays connected to the original document. Use the version and implementation guide agreed with your trading partner to confirm required fields and responses. **Map records and test the business result** | Document or decision | Record and matching IDs | What to test | | --- | --- | --- | | Match the business record | **credit or debit adjustment** adjustment reference, original invoice and reason | Define which combination of adjustment reference, original invoice and reason identifies one business record, its lines and any later revision. | | Update the receiving system | **Processing the credit or debit adjustment** ID assigned by the receiving system and processing result | Test opposite credit/debit signs and verify their ledger effect. Apply a partial adjustment to the correct invoice line while preserving the original invoice. | | Check the processing result | **Processing status for the credit or debit adjustment** Original document reference and matching response | Reconcile the credit or debit adjustment with the source after a timeout before sending it again. A lost response can occur after the destination has already processed the document. | ### How the related documents differ Each message represents a different business event. Use shared references to connect the records while tracking each message’s outcome separately. - [X12 810 Invoice](https://www.stacksync.com/edi/x12/810-invoice) **accounts-receivable or accounts-payable invoice:** a bill is ready for the buyer to process. - [X12 820 Payment Order/Remittance Advice](https://www.stacksync.com/edi/x12/820-payment-order-remittance-advice) **payment or remittance record:** payment instructions or allocation details are ready. ### Implementation steps 1. #### Choose the starting event and owner Decide which application acts when a financial difference needs a documented adjustment. Name the operational owner of the credit or debit adjustment and the team that resolves rejected or ambiguous messages. 2. #### Keep record IDs connected Map adjustment reference, original invoice and reason. Confirm qualifiers, code lists, units and date/time meaning against the agreed X12 version and partner guide. Preserve the source reference alongside any new destination identifier. 3. #### Test failures before launch Run the failure cases in the mapping table against realistic credit or debit adjustment data. Check how the receiving system reports a rejection and how your team corrects it without creating a duplicate. 4. #### Track every document to completion Record transport delivery and document validation separately from successful credit or debit adjustment processing. Give unresolved errors an owner and check the receiving system before approving retries. ### Go-live checklist - An approved 812 sample and the agreed version and partner guide are available. - The mapping tests pass with realistic credit or debit adjustment data. - Each submitted document can be traced through delivery, validation and processing in the receiving system. - Your team knows how to investigate and recover a rejected or timed-out credit or debit adjustment without processing it twice. ### Related documents and resources - [X12 810 Invoice](https://www.stacksync.com/edi/x12/810-invoice) - [X12 820 Payment Order/Remittance Advice](https://www.stacksync.com/edi/x12/820-payment-order-remittance-advice) - [Field mapping workbook](https://www.stacksync.com/blog/two-way-sync-field-mapping-workbook) - [Production readiness checklist](https://www.stacksync.com/blog/two-way-sync-production-readiness-checklist) **Sources.** Sources reviewed 2026-09-15. - [X12 transaction-set directory](https://x12.org/products/transaction-sets) - [RFC 4130: AS2 and message receipts](https://www.rfc-editor.org/info/rfc4130/) Document structure ## X12 812 Credit/Debit Adjustment at the element level The X12 812 reference contains 22 segment entries and 99 data elements; 44 are marked mandatory in this reference. Use the version and partner guide agreed for your account to confirm required fields. Segments 22 Data elements 99 Mandatory elements 44 **Segments with elements marked mandatory in this reference** | Segment | Elements | Mandatory | | --- | --- | --- | | BCD | 9 | 5 | | N9 | 3 | 1 | | PER | 6 | 1 | | DTM | 2 | 1 | | SAC | 8 | 1 | | N1 | 4 | 1 | | N3 | 2 | 1 | | CDD | 8 | 2 | | LIN | 9 | 2 | Key identifiers in 812 - Date - Credit/Debit Adjustment Number - Transaction Handling Code - Amount - Credit/Debit Flag Code - Reference Identification Qualifier - Contact Function Code - Date/Time Qualifier ## Find your trading partner for X12 812 17 partners, 26 channels. Choose a channel to inspect its listed document reference and implementation context. - [Ace Hardware](https://www.stacksync.com/edi/ace-hardware) [Ace Hardware](https://www.stacksync.com/edi/ace-hardware/ace-hardware/x12-812-credit-debit-adjustment) - [Ashley Furniture Industries, LLC](https://www.stacksync.com/edi/ashley-furniture-industries-llc) [Ashley Furniture Industries, LLC](https://www.stacksync.com/edi/ashley-furniture-industries-llc/ashley-furniture-industries-llc/x12-812-credit-debit-adjustment) - [Buc-ee's, Ltd.](https://www.stacksync.com/edi/bucees) [Buc-ee's (via SPS Commerce)](https://www.stacksync.com/edi/bucees/buc-ee-s-via-sps-commerce/x12-812-credit-debit-adjustment) - [Core-Mark (via SPS Commerce)](https://www.stacksync.com/edi/coremark-pfgcoremark) [Core-Mark (via SPS Commerce)](https://www.stacksync.com/edi/coremark-pfgcoremark/core-mark-via-sps-commerce/x12-812-credit-debit-adjustment) - [CVS](https://www.stacksync.com/edi/cvs) [CVS](https://www.stacksync.com/edi/cvs/cvs/x12-812-credit-debit-adjustment) [CVS (Legacy ISA ID: CVS)](https://www.stacksync.com/edi/cvs/cvs-legacy-isa-id-cvs/x12-812-credit-debit-adjustment) [CVS (Legacy ISA ID: 001786664)](https://www.stacksync.com/edi/cvs/cvs-legacy-isa-id-001786664/x12-812-credit-debit-adjustment) [CVS (Legacy ISA ID: CVSD)](https://www.stacksync.com/edi/cvs/cvs-legacy-isa-id-cvsd/x12-812-credit-debit-adjustment) - [Dillard's Department Stores, Inc.](https://www.stacksync.com/edi/dillards-department-stores-inc) [Dillards Department Stores(Inovis VAN)](https://www.stacksync.com/edi/dillards-department-stores-inc/dillards-department-stores-inovis-van/x12-812-credit-debit-adjustment) [Dillards Department Stores(TGMS Customers)](https://www.stacksync.com/edi/dillards-department-stores-inc/dillards-department-stores-tgms-customers/x12-812-credit-debit-adjustment) [Dillards Department Stores via InterTrade](https://www.stacksync.com/edi/dillards-department-stores-inc/dillards-department-stores-via-intertrade/x12-812-credit-debit-adjustment) - [Family Dollar](https://www.stacksync.com/edi/family-dollar) [Family Dollar](https://www.stacksync.com/edi/family-dollar/family-dollar/x12-812-credit-debit-adjustment) - [Family Farm & Home, Inc.](https://www.stacksync.com/edi/familyfarmandho) [Family Farm & Home (via SPS Commerce)](https://www.stacksync.com/edi/familyfarmandho/family-farm-home-via-sps-commerce/x12-812-credit-debit-adjustment) - [JCPenney](https://www.stacksync.com/edi/jcpenney) [JCPenney All Business Debit - Credit](https://www.stacksync.com/edi/jcpenney/jcpenney-all-business-debit-credit/x12-812-credit-debit-adjustment) - [KeHE Distributors](https://www.stacksync.com/edi/kehe-distributors) [KeHE Distributors (via SPS Commerce)](https://www.stacksync.com/edi/kehe-distributors/kehe-distributors-via-sps-commerce/x12-812-credit-debit-adjustment) - [Kroger](https://www.stacksync.com/edi/kroger) [Peyton's Group (a Kroger Division)](https://www.stacksync.com/edi/kroger/peyton-s-group-a-kroger-division/x12-812-credit-debit-adjustment) - [Loblaw Companies Limited](https://www.stacksync.com/edi/loblaw-companies-limited) [Loblaws - LCLPRODEDI](https://www.stacksync.com/edi/loblaw-companies-limited/loblaws-lclprodedi/x12-812-credit-debit-adjustment) [Loblaw Companies Limited](https://www.stacksync.com/edi/loblaw-companies-limited/loblaw-companies-limited/x12-812-credit-debit-adjustment) - [PFG Customized Distribution](https://www.stacksync.com/edi/pfg-customized-distribution) [PFG Customized Distribution (via SPS Commerce)](https://www.stacksync.com/edi/pfg-customized-distribution/pfg-customized-distribution-via-sps-commerce/x12-812-credit-debit-adjustment) - [PFG PerformanceFoodservice North](https://www.stacksync.com/edi/pfg-performancefoodservice-north) [PFG Performance FoodService North/ Reinhart FoodService L.L.C.(via SPS)](https://www.stacksync.com/edi/pfg-performancefoodservice-north/pfg-performance-foodservice-north-reinhart-foodservice-l-l-c-via-sps/x12-812-credit-debit-adjustment) - [Sprouts Farmers Market](https://www.stacksync.com/edi/sprouts-farmers-market) [Sprouts Farmers Market (Produce) (via SPS Commerce)](https://www.stacksync.com/edi/sprouts-farmers-market/sprouts-farmers-market-produce-via-sps-commerce/x12-812-credit-debit-adjustment) [Sprouts Farmers Market (via SPS Commerce)](https://www.stacksync.com/edi/sprouts-farmers-market/sprouts-farmers-market-via-sps-commerce/x12-812-credit-debit-adjustment) - [The Home Depot](https://www.stacksync.com/edi/the-home-depot) [Home Depot US (RDC/DTS)](https://www.stacksync.com/edi/the-home-depot/home-depot-us-rdc-dts/x12-812-credit-debit-adjustment) [Home Depot - US (Regular Merchandise)](https://www.stacksync.com/edi/the-home-depot/home-depot-us-regular-merchandise/x12-812-credit-debit-adjustment) [The Home Depot - Canada - Merchandise](https://www.stacksync.com/edi/the-home-depot/the-home-depot-canada-merchandise/x12-812-credit-debit-adjustment) - [Worldwide Golf Shops](https://www.stacksync.com/edi/worldwide-golf-shops) [Worldwide Golf Shops](https://www.stacksync.com/edi/worldwide-golf-shops/worldwide-golf-shops/x12-812-credit-debit-adjustment) Catalog breakdown ## Where X12 812 Credit/Debit Adjustment appears in this catalog The largest groups of classified 812 catalog entries are in grocery & food, retail and building & hardware. ### By industry - grocery & food 9 channels - retail 5 channels - building & hardware 4 channels - healthcare & pharma 4 channels - apparel & footwear 3 channels - furniture & home 1 channel ### By network - SPS Commerce 8 channels - InterTrade 1 channel Partner entries with the most listed channels - [CVS](https://www.stacksync.com/edi/cvs) - [Dillard's Department Stores, Inc.](https://www.stacksync.com/edi/dillards-department-stores-inc) - [The Home Depot](https://www.stacksync.com/edi/the-home-depot) - [Loblaw Companies Limited](https://www.stacksync.com/edi/loblaw-companies-limited) - [Sprouts Farmers Market](https://www.stacksync.com/edi/sprouts-farmers-market) - [Ace Hardware](https://www.stacksync.com/edi/ace-hardware) - [Ashley Furniture Industries, LLC](https://www.stacksync.com/edi/ashley-furniture-industries-llc) - [Buc-ee's, Ltd.](https://www.stacksync.com/edi/bucees) FAQ ## EDI 812 questions ### What is an EDI 812? EDI 812 is the X12 Credit/Debit Adjustment transaction set. Trading partners use it when a financial difference needs a documented adjustment. It carries the data for the credit or debit adjustment, and your system matches it on adjustment reference, original invoice and reason. ### Who sends an EDI 812 and who receives it? The 812 flows in both directions: sellers send credit or debit memos to buyers, and buyers such as retailers and distributors send it to suppliers to document deductions and billbacks. Your trading partner agreement confirms the direction and version for your account. ### When is an EDI 812 sent? A discrepancy is found after invoicing, such as a shortage, return, pricing error, or agreed billback, and one party issues an adjustment against the original invoice. Your partner guide sets any deadline or schedule for the document. ### What are the key segments in an EDI 812? Across 26 partner document references listed here, the business segments that appear most often include BCD (Beginning Credit/Debit Adjustment), N1 (Name), CDD (Credit/Debit Adjustment Detail), LIN (Item Identification), N9 (Reference Identification), SAC (Service, Promotion, Allowance, or Charge Information). Each partner guide sets which segments and elements your account must send. ### What is the difference between EDI 812 and EDI 810? The 812 carries the credit or debit adjustment and is used when a financial difference needs a documented adjustment. The 810 carries the accounts-receivable or accounts-payable invoice and is used when a bill is ready for the buyer to process. ### What should I map for X12 812? Start with adjustment reference, original invoice and reason and the target credit or debit adjustment. Define duplicate detection, allowed updates and response correlation before mapping individual fields. Use the partner guide to check required fields and their formats. ### How should I test 812 error handling? Test opposite credit/debit signs and verify their ledger effect. Apply a partial adjustment to the correct invoice line while preserving the original invoice. Also test a lost response after destination processing so that a retry cannot create an unintended duplicate or repeated adjustment. ### Which partners list X12 812? The directory on this page links 17 partner entries that list this message. Choose your partner and channel, then confirm which messages and versions your account requires. ## Connect EDI to your business systems See how Stacksync can fit your enterprise EDI workflow. Bring one partner guide and a sample exchange to plan the system mapping, exception handling and production rollout. [Book an EDI demo](https://www.stacksync.com/book-a-demo) [Explore the EDI platform](https://www.stacksync.com/edi)