Product(s): Transaction Manager, Foundry platform
Congratulations on setting up a new Trading Partner or business connection! To ensure you are ready to go, complete the steps included in this checklist:
1. Setup your Partner List (for business system Integrated customers only)
The Partner List associates the Trading Partner in Transaction Manager with the Customer ID or IDs within your business system.
Additional resources:
For step-by-step guidance, click the ? icon in the upper-right of the TrueCommerce Foundry platform, then select Guided Tutorials and search for Partner List.
To see a demonstration, watch the Partner List tutorial under the Integration Basics course in TrueCommerce University.
2. Establish the Primary Item Value under Transaction Setup
The Primary Item Value is a unique value being sent on incoming transactions from your Trading Partner.
Additional resources:
For step-by-step guidance, click the ? icon in the upper-right of Foundry, then select Guided Tutorials and search for How to Change the Primary Item Field.
To see a demonstration, watch the Primary Item tutorial under the Integration Basics course in TrueCommerce University.
3. Set up your Item Catalog
This will include all items and cross references (item translation) from your Business System to TrueCommerce.
Additional resources:
For step-by-step guidance, click the ? icon in the upper right corner of Foundry, then select Guided Tutorials and search for Item Catalog Overview.
To see a demonstration, watch the Item Catalog tutorial under the Integration Basics course in TrueCommerce University.
4. Establish Import Document Type (for business system Integrated customers only)
Additional resources:
For step-by-step guidance, click the ? icon in the upper-right of Foundry, then select Guided Tutorials and search for Import Document Type.
To see a demonstration, watch the Import Document Type tutorial under the Integration Basics course in TrueCommerce University.
5. Learn how to Template static fields
Additional resources:
For step-by-step guidance, click the ? icon in the upper right corner of Foundry, then select Guided Tutorials and search for How to Template.
To see a demonstration, watch the Template tutorial under the Transaction Manager: "A Day in the Life" course in TrueCommerce University.
6. Learn how to perform a Turnaround to create a transaction
Additional resources:
For step-by-step guidance, click the ? icon in the upper-right of Foundry, then select Guided Tutorials and search for Create a Transaction by Turnaround.
To see a demonstration, watch the Turnaround tutorial under the Transaction Manager: "A Day in the Life" course in TrueCommerce University.
7. How to set the UCC-128 Autocreate
The UCC-128 field is needed for ASNs.
Additional resources:
For step-by-step guidance, click the ? icon in the upper-right of Foundry, then select Guided Tutorials and search for Setting the UCC-128 Autocreate for ASNs.
To see a demonstration, watch the Generating the UCC-128 # tutorial under the ASN Training Series course (found in the World of EDI category) in TrueCommerce University.
8. Changing transactions from Test to Production
Once the required transactions are tested and approved, you can switch your transactions from Test mode to Production.
Additional resources:
For step-by-step guidance, click the ? icon in the upper-right of Foundry, then select Guided Tutorials and search for Changing Transactions from Test to Production.
Want to know more about the transactions you're exchanging with your Trading Partner? Check out this article: Commonly Used EDI Transactions.
rev: 7/30/23