Product: Transaction Manager
Article Link: https://help.truecommerce.com/en/articles/12244447-adding-a-new-trading-partner-add-on-projects
If you've been a Customer with TrueCommerce for a while you may eventually run into a situation where you will want to add additional Trading Partners int your Transaction Manager system so that you may begin trading with them.
To do this - you can purchase new Trading Partner connections through the Add-On Portal or by contacting your Account Manager who will create an Add-On Project for you where you will be assigned an Implementation Specialist to assist you in getting your new Trading Partner Live.
Initiation Phase
Once you've purchased a New Trading Partner through the Add-On Portal you will receive a Project that begins in the Initiation Phase - this Phase occurs after the Sale has completed for the New Trading Partner, and our Trading Partner Engagement team begins to setup the VAN Connection between TrueCommerce and your new Trading Partner.
Pending Status
While your Project is in the Pending status you will be responsible for ensuring the following information is accurate and provided to TrueCommerce for our team to continue to configure your new Trading Partner
Your Responsibility (Provide to TrueCommerce) | TrueCommerce Responsibility | Trading Partner Responsibility |
Provide Trading Partner Contact Information | Initiate Contact confirming VAN Connection & Request Test Purchase Order (850) | Supply Contact Email for Project |
Provide Vendor # / Account # | Map Vendor # / Account # per Specification Requirements | Supply Vendor # or Account # for your business |
Provide EDI IDs & Qualifiers to | Prepare Network Connection Readiness (VAN Setup) | Confirm with you which EDI ID/Qualifier they wish to trade under |
Provide EDI Partner Map Specifications | Ensure EDI Transaction Set Specifications are up to date. | Supply EDI Transaction Set Specifications and Requirements |
Provide Additional Communication from the Trading Partner | Review for Requirements and Special Requests | Supply Special Requests or Important Communications on connection, testing, and production requirements |
If you Purchased your Trading Partner from the Add-On Portal then this information most likely would of been provided up-front during Point of Sale
Testing Phase
Once the Project has completed its Initiation Phase and gone into the Testing Phase you will get assigned an Implementation Specialist who will be responsible for ensuring that your new Trading Partner is configured properly within Transaction Manager as well as Integrated with your Business System (if utilizing an Integrated Solution).
Your Responsibility | TrueCommerce Responsibility | Trading Partner Responsibility |
Provide a Primary Contact for the Project | Assign an Implementation Specialist to run the Add-On Project | Supply a Contact Email for Reviewing Tests or Answering Questions |
Configure Trading Partner Settings within Transaction Manager | Adjust Partner Mapping Specifications as needed | N/A |
Configure Customer Card within Business System | Validate Transaction Manager configuration | N/A |
Provide Integrated Field needs, calculations, or logic for Business System | Map Data Fields between Transaction Manager and Business System | N/A |
Test Inbound Transactions (850, 824, 945, etc) | Setup EDI Mailbox to receive Inbound Transactions from Trading Partner | Send Test/Sample Inbound Transactions |
Create Outbound Documents (810, 856, 855, etc) within Business System (Integrated Solutions) | Setup EDI Mailbox to send Outbound Transactions to Trading Partner | Supply Outbound Testing Feedback on Acceptance or Rejections |
Create Outbound Documents (810, 856, 855, etc) through Transaction Manager Turnaround (Non-Integrated Solutions) | Setup EDI Mailbox to send Outbound Documents to Trading Partner | Supply Outbound Testing Feedback on Acceptance or Rejections |
Provide Feedback & Additional Requests for Business Process needs | Make adjustments based on feedback | Supply Additional Comments or Requests |
A Project may be put On Hold due to Out Of Office schedules, Lack of Responses, or no Movement on Required Steps
Production Phase
Once the Testing Phase has been completed and all Outbound Transactions have successfully passed to your Trading Partner - the Project will move into the Production Phase where Live Orders are ready to be received.
Your Responsibility | TrueCommerce Responsibility | Trading Partner Responsibility |
Confirm Go-Live Date with Trading Partner | N/A | Confirm Go-Live Date with You |
Confirm Success of Live Orders | Minor Adjustments as Needed | Send First Live Orders |
A Project may be put On Hold within the Production Phase to indicate that no Live Orders are expected to be received any time soon.
rev 9/9/2025