Product(s): Guided Onboarding, Transaction Manager, Foundry platform
Overview
In order for transactions to be imported into and exported from the appropriate trading partners in Transaction Manager with an Enterprise Resource Planning (ERP) system (business system), the customers/vendors in the business system need to be associated with the appropriate trading partners. You can assign one or many customers/partners to an EDI trading partner quickly using Guided Onboarding.
IMPORTANT: This is critical to ensure transactions integrated with your business system are created under the correct customer accounts and outbound transactions are created to the appropriate trading partner.
To define Partner setup, open Guided Onboarding | Trading Partner Setup from the primary navigation menu in TrueCommerce Foundry.
In the Trading Partner Setup wizard, first ensure that Select Company, Select Trading Partner, Transaction Settings, and Select Transactions are all completed under 1. Selection in the right panel, then click Partner under 2. Translations.
Click the +Add button to enter the corresponding Business System Codes for the specific partner.
NOTE: If you have more than one, identify how to associate to various customer IDs based on its Translation Value.
Additional Resources
For information about Trading Partner Setup using the long form in Transaction Manager, click here.
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7/12/2023