Product: Transaction Manager
Article link: http://help.truecommerce.com/en/articles/5328174-transaction-manager-import-document-type
The Import Document Type setting within Transaction Manager provides you with the ability to configure the specific document within your Enterprise Resource Planning (ERP) software that creates a specific EDI Transaction within Transaction Manager.
Since Trading Partners often have multiple types of Transactions (Credit Memo versus Invoice) and even multiple versions of those Transactions (4010 versus 5010), the system needs to be set to recognize which document will generate which file.
Note: This setting is used only for Integrated customers and has no effect on Turnaround or manually-created documents.
Setting the Import Document Type
In Transaction Manager, navigate to Trading Partners > [Partner] > Preferences > Transactions > Integration and then set the Import Document Type.
Note: Inbound documents do not require this setting.
Setting Transaction as Active
Be sure to check and make sure your Transaction is set to Active by double clicking it to bring up the properties.
Related Topics
To see a demonstration, check out the Import Document Type course under the Integration Basics section of TrueCommerce University
For step-by-step guidance in Transaction Manager, select Guided Tutorials from the Foundry ? (Help) menu and then launch the tutorial 'Import Document Type'.
rev: 10/14/2024