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Transaction Manager: Patterson Companies 856 / 810 Initiative

Patterson Companies is requiring vendors to implement the Advanced Ship Notice (856) and Invoice (810). Here's what you need to know.

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Written by Stacie McGee

Product(s): Foundry platform, Transaction Manager

What is the Initiative?

Patterson Companies is launching an initiative to implement the Advanced Ship Notice (856) for both Patterson US and Patterson Canada. Both Patterson US and Patterson Canada are covered under the Paterson Companies plugin within Foundry.

The 856 will be required to test, however, Patterson will be asking select vendors to test the 810 as well

Is Testing Required?

Yes. Patterson Companies has contacted their vendors who are required to participate in this testing and ultimately to implement the 856.

What should I do to get started?

Patterson Companies sent communication to their vendors who are required to participate in testing. Vendors must reply to that communication within 5 business days and confirm participation as well as providing the EDI Contact who will be responsible for testing the 856.

Testing for this initiative can either be self-guided or facilitated with the guidance of a TrueCommerce Implementation Specialist.

If you would like to self-test, follow the steps outlined in this article.

To receive guidance from a dedicated Implementation Specialist, contact [email protected].

NOTE: A re-implementation fee would be assessed prior to project creation.


What is the Testing Process?

Once your organization confirms participation with Patterson Companies, a test 850 (Purchase Order) will be issued by Patterson Companies.

In response to the test 850, your organization must create and send a test 856. For this initiative, one of the below 856s will be utilized. Choose the 856 that matches how your organization packs and ships physical orders for Patterson Companies.

  • Ship Notice / Manifest - Pick and Pack NEW

  • Ship Notice / Manifest - Pallet Pick and Pack No Pack NEW

If your company is asked to test the Invoice, the Invoice (4010) may be used.

First, ensure that the 856 (and 810 if applicable) is activated and in test mode within the Transaction Setup within Foundry.

TrueCommerce recommends that you review the Template as well to hardcode any static information to eliminate as much manual entry as possible.

If your organization utilizes the 856 integration, ensure that the Import Document Type is set.

Save all of the above changes in the Transaction Setup.

Next, the test 856 can be created. There are two options to create the 856 (and 810 as applicable):

  1. Turnaround Function from the 850.

  2. Integration from your ERP (if already owned and implemented for other trading partners)

Once the 856 is created, ensure all mandatory fields are populated. Then, save and send the test.

Upon sending the 856, please contact Patterson Companies and to review the data.

Patterson Companies will coordinate a go-live with your organization when the test 856 is approved. When this occurs, ensure that the 856 is moved into Production Mode.

rev: 8/28/2026

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