Product: NetSuite
Before you begin Sending/Receiving Transactions with your Trading Partner you will need to be sure to Active the desired Transactions within Transaction Manager, as well as configure their Import Document Type so Transaction Manager will know which EDI Specifications your Inbound and Outbound data should utilize.
Activating a Transaction
In order for Transaction Manager to Send/Receive EDI Transactions for a particular Trading Partner you will first need to Activate it within the Trading Partner Settings so that the system knows which Direction, Version, and Transaction Type your Trading Partner plans to trade with you.
Activating Transactions
To Activate a Transaction you simply need to locate the appropriate Transaction Type and Version your Trading Partner wishes for you to send and select the Activate Button
Navigate: Trading Partners → (Partner) → Preferences → Transactions
Locate: The desired Transaction
Check: Active
Select: Save
Direction is indicated by the icon on the left-hand side.
Outbound (To Trading Partner) = Arrow Leaving the Box
Inbound (From Trading Partner) = Arrow Entering the Box
Configuring the Import Document Type
After a Transaction has been Activated - you will need to configure which of your NetSuite Documents generate which type of EDI Transactions for any of your Outbound Transactions.
Inbound are pre-configured and do not need to be set
Setting the Import Document Type
You can easily set your Import Document Type within the Transaction Setup screen
Navigate: Trading Partners → (Partner) → Preferences → Transactions
Select: Integration
Locate: Desired Transaction
Set: Import Document Type
Document Types
Each Document Type within NetSuite is utilized to generate Outbound EDI Transactions using the Import Document Type. The below list is the recommended approach to ensure maximum feature usage with the TrueCommerce NetSuite Integration.
Using Documents for unintended EDI Transactions will result in limited functional usage or process issues. Be sure to use the recommended configurations.
NetSuite Document Type | Transaction Manager Usage |
Credit Memo | 810 - Invoice (With Type set to Credit) 812 - Credit/Debit Adjustment (Recommended) |
Invoice | 810 - Invoice |
Item Fulfillment - 943 | 943 - Warehouse Stock Transfer |
Item Fulfillment - 943 No Pack | 943 - Warehouse Stock Transfer |
No Pack ASN | 856 - Advance Shipping Notice (SOI) |
PaceJet Cloud No Pack ASN | 856 - Advance Shipping Notice (SOI) |
PaceJet Cloud Pallet Pick & Pack ASN | 856 - Advance Shipping Notice (SOTPI) |
PaceJet Cloud Pick & Pack ASN | 856 - Advance Shipping Notice (SOPI) |
PaceJet Cloud Standard ASN | 856 - Advance Shipping Notice (SOIP) |
PaceJet Pick & Pack ASN | 856 - Advance Shipping Notice (SOPI) |
PaceJet Standard ASN | 856 - Advance Shipping Notice (SOIP) |
Pallet Pick & Pack ASN | 856 - Advance Shipping Notice (SOTPI) |
Pick & Pack ASN | 856 - Advance Shipping Notice (SOPI) |
Pick & Pack LTL |
|
PO Acknowledgement | 855 - Purchase Order Acknowledgement |
Purchase Order | 850 - Purchase Order |
Purchase Order Change | 860 - Purchase Order Change |
Sales Order | 940 - Warehouse Shipping Order |
Standard ASN | 856 - Advance Shipping Notice (SOIP) |
Transfer Order | 944 - Warehouse Stock Transfer |
Warehouse Shipping Order | 940 - Warehouse Shipping Order |
Inventory Report | 846 - Inventory Report |
Item Catalog | 832 - Item Catalog |
rev 9/24/2025