Table of contents
Overview
The EDI ANSI X12 867 – Product Transfer and Resale transaction is used by distributors, wholesalers, or 3PLs to report product movement and resale activity to manufacturers or brand owners. It provides detailed information on product transfers between locations, sales to end customers, and inventory adjustments—supporting chargeback, rebate, and compliance programs.
With TraceLink’s Opus Platform and B2N Integrate-Once™ architecture, the EDI 867 transaction enables real-time, structured reporting of downstream product activity. This helps manufacturers gain visibility into product flow beyond the first sale, ensuring accurate contract pricing, regulatory compliance, and channel performance tracking.
Key Use Cases
- Report product sales from distributors to end customers for chargeback and rebate validation.
- Track transfers of inventory between distributor or 3PL locations.
- Support government pricing and compliance programs (e.g., Medicaid, 340B in pharma).
- Enable accurate accruals and financial reconciliation for contract pricing.
- Improve visibility into downstream demand for forecasting and planning.
- Monitor channel performance, customer buying behavior, and inventory flow.
Data Elements Included
An EDI ANSI X12 867 – Product Transfer & Resale transaction includes:
- Product Identifiers: GTIN, NDC, SKU, or internal item codes.
- Transfer or Resale Type: Indicates whether the activity is a sale, transfer, or return.
- Quantity Sold or Transferred: Number of units moved or sold.
- End Customer Information: Customer ID, name, and address (for resale reporting).
- Date of Activity: When the product transfer or resale occurred.
- Distributor Location Information: Ship-from and ship-to identifiers.
- Contract or Pricing Program Reference: Links to chargeback or rebate agreements.
- Invoice or Reference Numbers: For audit and reconciliation purposes.
Benefits of EDI ANSI X12 867 – Product Transfer & Resale
- Improves chargeback and rebate accuracy by validating downstream sales data.
- Enables full channel visibility beyond initial sale to distributor.
- Supports regulatory compliance for government pricing and audit requirements.
- Automates downstream reporting, eliminating manual spreadsheet submissions.
- Optimizes accruals and financial reconciliation for contract pricing and incentive programs.
How TraceLink Supports EDI ANSI X12 867 – Product Transfer & Resale
TraceLink’s Opus Platform, powered by B2N Integrate-Once™, delivers secure, automated, and scalable downstream product reporting by:
- Integrating with distributor, wholesaler, and 3PL systems for structured data capture.
- Automating ingestion of resale and transfer data into pricing, rebate, and compliance systems.
- Ensuring secure, auditable data exchange for sensitive transactional data.
- Providing dashboards and analytics to track channel activity, customer performance, and program eligibility.
- Enabling global partner connectivity through a single integration point across all trading partners.
Explore More EDI ANSI X12 Capabilities
- EDI ANSI X12 850 – Purchase Orders: Automate order placement and reduce procurement errors.
- EDI ANSI X12 852 – Product Activity Data: Gain visibility into inventory levels and sales velocity.
- EDI ANSI X12 845 – Price Authorization Acknowledgement/Status: Request approval for special pricing or contracts.
- EDI ANSI X12 810 – Invoice: Streamline billing and reduce disputes with electronic invoicing.
Need Help Implementing EDI ANSI X12?
Contact Us to learn how our Opus Platform and B2N Integrate-Once™ model can help you gain downstream visibility, improve chargeback accuracy, and ensure compliance across your distribution network.
