Article Summary
Direct EDI Testing involves working directly with your Trading Partner’s EDI contact to coordinate testing requirements, timelines, and data exchange. The term "direct testing" is used in contrast to partners who test through a web-portal, where you do not have a dedicated contact to work with. This article outlines the process, required information, and best practices for a successful EDI implementation and transition to production.
Section 1: What Is Direct EDI Testing?
Direct Testing refers to EDI testing conducted directly with your Trading Partner’s EDI contact. This requires you to:
Coordinate with your Trading Partner to review and discuss EDI testing requirements and timelines.
Provide company-specific information (such as DUNS/DUNS+4, Vendor Numbers, Warehouse or Ship From Location, Invoice Remittance details, etc.) as requested.
Note: TrueCommerce and/or your assigned Implementation Specialist will not have access to your business details. Be prepared to provide this information as needed. TrueCommerce will provide information such as EDI ID, qualifier, connection method, and contact information.
Section 2: Testing Process and Responsibilities
Action: Coordinate directly with your Trading Partner to define EDI testing requirements and timelines.
Most Trading Partners will draft and send test Purchase Orders (850s) if you are the supplier and will specify which EDI transactions they require in return.
Your return transactions will be verified by your Trading Partner before any approval for production is given.
Critical Callout: Ensure you have access to all required company information, as TrueCommerce cannot provide these details.
Tip: Make sure your return data is accurate to ensure smooth testing and a high success rate when moving to production. For example, Remit To details, Vendor Number, item information, etc.)
Section 3: End-to-End Testing and Integration
Action: End-to-end testing typically involves receiving a test file, processing it through your business system (ERP), and generating response documents. You and your trading partner will validate the transactions exchanged, and clarify any additional needs or scenarios that need to be tested. Once requirements have been met for both parties, the setup is ready to move into production.
Warning: Your Trading Partner’s requirements for return transactions (such as Advance Ship Notices or Invoices) are driven by the Purchase Orders they send. Any concerns or requests for changes must be addressed directly with your Trading Partner. TrueCommerce can only modify EDI transaction templates with Trading Partner’s approval. For example, an Invoice could be updated to reflect a required Unit of Measure field or optional Remit To Code field upon testing.
Key Points Summary
Direct EDI Testing is coordinated directly with your Trading Partner.
Be prepared to provide company-specific information.
Testing includes sending and verifying EDI transactions.
Accurate data and comprehensive end-to-end testing are critical for success.
All requirements and changes must be approved by your Trading Partner.