Product: Transaction Manager
Article Link: https://help.truecommerce.com/en/articles/13185908-implementation-project-project-tasks-for-sales-order-process-sop
As you work on your Trading Partner Implementation Project there will be a series of Tasks (each with their own subtask) that need to be completed to progress your Project from each stage of the Project.
Each Task has been grouped to help you understand your progress within your Implementation Project into the Initiation, Trading Partner Configuration, Inbound Transactions, Outbound Transactions, and Production.
Initiation
The Initiation stage is to the pre-liminary stage to ensure that you, your Trading Partner, and TrueCommerce have all the necessary information required to successfully onboard a new Trading Partner Connection efficiently.
Task | What You Need To Do |
Connection Setup |
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Account |
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Trading Partner Specifications |
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Criteria for Completion
To successfully complete the Initiation stage you will want to ensure that all parties involved (TrueCommerce, your Trading Partner, and any external Consultant or 3rd Party) has all the required information up front in order to ensure that time is not wasted when implementation officially begins due to incorrect information.
Trading Partner Configuration
The Trading Partner Configuration stage is where you will configure your Customer Card, Ship-To Address, and Inventory Items within your Business System and then sync them with Transaction Manager.
The Trading Partner Configuration stage has three primary Tasks to complete that pertain to syncing the core functionality of a particular Customer within your Business System that are required for creating Sales Orders, Invoices, and Shipments from your new Trading Partner.
Task | What You Need To Do |
Partner Setup |
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Address List |
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Item Catalog |
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Microsoft Dynamics GP, Microsoft Dynamics D3FO, and Microsoft Dynamics NAV utilize built-in Cross Reference Tables that are configured within the TrueCommerce Embedded Extension.
Transaction Manager's Address List and Item Catalog are optional for those Business Systems. It is recommended to use the built in versions.
Criteria for Completion
To Successfully complete the Trading Partner Configuration stage you will need to ensure that you have setup all your Customer Cards, Ship-To Addresses, and Inventory Items within both your Business System and synced them with your EDI Trading Partner within Transaction Manager.
If you're utilizing a Microsoft Dynamics GP, Microsoft Dynamics D3FO, or Microsoft Dynamics NAV integrated Business System you will need to complete the Customer Cross-Reference, Address Cross-Reference, and Inventory Cross-References.
These Tasks will be required prior to Exporting or Importing from Transaction Manager to avoid the most common errors thrown by your Business System not finding matches against the Customer, Address, and Inventory lists.
Inbound Transactions
Once you've completed setting up your Trading Partner to sync between Transaction Manager and your Business System you will begin working on Exporting the Purchase Order (850) sent from your Trading Partner found within the Transaction Manager Inbox which will create a Sales Order within your Business System.
The Inbound Transactions contains Tasks based off of each EDI Transaction your Trading Partner intends to send to you. For most typical Sales Order Process type connections (where the Customer is sending you a Purchase Order) you will typically only need to configure and test the Purchase Order (850).
Each EDI Transaction has a few subtasks assigned to it to consider the Transaction complete and thus production ready.
Task | What You Need To Do |
Receive Test Orders |
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Setup & Export |
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Data Mapping |
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Client Testing |
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Criteria For Completion
To successfully complete the Inbound Transactions stage you will want to ensure that all of your Inbound Transactions are properly processed after being received by your Trading Partner.
Most importantly will be ensuring that the Purchase Order (850) exports into your Business System creating a Sales Order within your Business System that fully maps out both your Trading Partner needs as well as your own Business Process.
It is essential to ensure that your Purchase Order is fully mapped out prior to starting the Outbound Transactions stage as all Outbound Documents are extensions of the Sales Order created within your Business System.
Missing data within the Sales Order will result in missing data within Invoices, Shipments, and Acknowledgements
Outbound Transactions
Once your Sales Orders are being created from the Inbound Purchase Order (850) export process and you are content with the data being transferred into your Business System you can begin generating the Outbound EDI Transactions.
Each Outbound EDI Transaction has a series of subtasks that track the progress of that particular Transaction's Production Readiness so you'll need
Task | What You Need To Do |
Setup & Import |
|
Data Mapping & Templating |
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Partner Testing |
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Criteria for Completion
Each Outbound Transaction will need to go through the Setup, Data Mapping, and Partner Testing stages to confirm it is production ready.
While you can utilize the Turnaround Process to perform compliance testing with your Trading Partner - your data will need to be mapped from your Business System to match prior to going into Production
Production
The Production stage covers your Hypercare Period that monitors for accuracy over your First Production Orders to ensure everything runs smoothly.
Task | What You Need To Do |
Receive First Live Orders |
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Validate Production Orders |
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Support Handoff |
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It is not uncommon for your first Live Production Orders to be several months after you've officially passed all Trading Partner testing requirements. It is important to ensure that no changes have occurred from the Test to the Production stage with your Trading Partner
rev 12/18/2025