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NetSuite - Configuring Transactions

Micah A. Parker avatar
Written by Micah A. Parker
Updated over 2 weeks ago

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

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