Product: Foundry platform, Transaction Manager

Article link: https://help.truecommerce.com/en/articles/11114967-transaction-manager-may-3-2025-release

Settings are available at the Administrative level to provide a user with visibility into certain EDI document types only per Trading Partner; for example, an organization may have a user who is only responsible for Advance Shipping Notice (ASN/EDI 856) processing for a particular partner. An Administrator can, therefore, set the user to only have access to view EDI 856s for that partner by setting their document type permissions accordingly.

Administrators can access this option by navigating to the Foundry Menu and selecting Transaction Manager > Administration > User Administration. Click the User row to view and select their Permissions and Trading Partner Permissions For Selected User. Remember to click Save once permissions are set.

Integration Status is added as an available column to provide immediate access to and display the integration status of an EDI document within both the Transactions Inbox and Received folders. Within the column, an icon serves as a visual indicator of the document's integration activity, including success (of an import/export), error/failure (if the document was not sent/received successfully), or exception.

The screenshot, immediately below, shows the Integration Status column for two transactions with the exception icon displayed.

Three User-Defined Fields (UDFs) are available for users who want to customize their Transactions grid a bit by adding values from transactions to the grid as up to three different columns in the Inbox, Received, Outbox, and Sent folders.

Users can add data from the transaction per trading partner and document type, allowing them to include more values within the Transactions folder for additional visibility into the transaction, without the need to click on each transaction to view its detail.

To add a UDF to the columns view in any folder, right click on the three vertical dots for any column and check the box(s) for User Defined Field #1, #2, and/or #3.

Within Transaction Setup (Navigation: Transactions > Actions > New), you can enter a UDF field description for a specific Document Type under the Field Assignment tab, then click Save to save the assignment.

The screenshot, immediately below, shows Transaction Details with the UDF custom column "Cost of Goods Sold" displayed and populated.
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