Primary Item ID Overview

The Primary Item ID in Guided Onboarding represents the Item being used by your Trading Partner as the primary identification code used to represent an Item. This varies from partner to partner but should be consistent for all orders by a specific trading partner.

The Primary Item ID can be any item code, whether it is the UPC #, Buyer's Item #, Vendor Item #, or any of the many other codes used to identify items.

NOTE: The Item designated as Primary is usually determined by your Trading Partner.

Setting the Primary Item ID

You can set the Primary Item ID by selecting Guided Onboarding | Trading Partner Setup from the primary navigation menu in the TrueCommerce Foundry platform.

Guided Onboarding's Trading Partner wizard will walk you through the Company, Trading Partner, and Transaction Settings selection steps, where you can designate your Primary Item ID.

It is best practice to change all Primary Item ID drop-downs to the correct value unless otherwise instructed by your Implementation Specialist.

NOTE: The default Primary Item in Transaction Manager is the UPC #, so if this value is not being sent, the Primary Item will need to be updated in the Trading Partner Setup's Transaction Settings.

Integrated Customers

If you are using an Integrated Connection to your Enterprise Resource Planning (ERP) system, ensure your Primary Item ID is properly set up for all Transactions, as this is what is used to properly link your ERP's items to your Trading Partner's items during Import and Export operations.

Import Document Type Overview

The Import Document Type setting within Guided Onboarding in TrueCommerce Foundry 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 transaction.

NOTE: This setting is used only for Integrated customers and has no effect on Turnaround or manually-created documents.

Setting the Import Document Type

You can set the Import Document Type by selecting Guided Onboarding | Trading Partner Setup from the primary navigation menu in the TrueCommerce Foundry platform.

Guided Onboarding's Trading Partner wizard will walk you through the Company, Trading Partner, and Transaction Selection steps, where you can designate your Import Document Type.

NOTE: Inbound documents do not require this setting.

Additional Resources

For information about setting the Primary Item ID via long form in Transaction Manager, click here.

For information about setting the Import Document Type using the long form in Transaction Manager, click here.

Guided Onboarding: INDEX OF HELP TOPICS

rev: 7/28/2023