Product: Dynamics NAV

Article Link: http://help.truecommerce.com/en/articles/6486257-dynamics-nav-implementation-checklist

If you haven't already, you'll need to contact your Account Manager for any new Trading Partners you haven't already established a connection with.

You'll be assigned an Implementation/Add-On Specialist who will assist you during this process, not sure who they are? Check out this article

However, once that initial connection is ready - the best way to get things moving is to be prepared, while not every new connection is straight forward - almost all of them will need the basic setup steps provided below to get off the ground, this article will help you not only prepare, but give you the full power to moving things along and setting up a partner on your time.

this will need to be done prior to any attempt to connect with Transaction Manager

Note: You'll want to contact your VAR if you're not sure how to configure this

Navigate: Departments → TrueCommerce → EDI → Administration → EDI Sales Agreements

Add: New Sales Agreement entry

You'll want to now setup any Ship-To codes you're expecting to receive from a Trading Partner that routes to the proper Customer Card (Customer No.) - including a variant with a blank Customer ID No that'll be used for any ID not-listed

You'll want to configure any document you wish to Receive and set it to Active

Note: Most common documents needed to be activated are the Order (850)

You'll also want to configure any documents you wish to Send and set them to Active

Note: Most common documents are the Order Confirmation (855), ASN (856), and Invoice (810)

The Partner List within Transaction Manager is what bridges your Customer Card in NAV to your Trading Partner in Transaction Manager. Linking all the transactions to going to their respective customer codes.

Understanding the Partner Setup

Looking to send your Partner Invoices, Advance Ship Notices, or Purchase Order Acknowledgements straight from NAV? Learn how to setup the Import Document Types and what they mean

Import Document Type Overview

Your Primary item is the item your Trading Partner will be sending you, as their primary identification for any items you trade with them. You'll want to set the Dropdown for each document type you use to the appropriate item code that your Trading Partner is sending you as it relates in Transaction Manager - this is what tells the system what code to send to NAV or translate against

Ship-to Locations represent the stores you'll be shipping to, and more often than not you'll want to setup a Ship-To code within NAV specifically for those locations to help keep track of where you're shipping to.

More often than not your Trading Partner sends you Items with different codes than that of your NAV system, Transaction Manager provides a convenient, built in Item Catalog system that helps you quickly translate those codes so that your system can understand which items you wish to use.

Understanding the Item Catalog

rev 8/29/22