The standardized process for initiating a Truedi project consists of ensuring all required information is gathered, resources are assigned, and connections are properly established for successful EDI transaction testing and onboarding with your Trading Partner(s).
Order Processing and Project Creation
Upon TrueCommerce’s receipt of a fulfilled order, an implementation project is created and will be assigned to an Implementation Specialist.
Your Implementation Specialist will complete the following:
Confirm all necessary details and documentation are attached to your customer profile:
Business Requirements Document
Custom layouts
Trading Partner information
Resource Outreach to Customer
A member of the Trading Partner Outreach (TPE) team will reach out to you to collect the following information:
EDI ID of Customer: Confirm the correct EDI identifier(s) for transaction routing.
Trading Partner communications: Any emails you have received from the Trading Partner with regards to setup and testing.
Vendor Number (#)
Trading Partner portal credentials: if applicable.
Updated Mapping Specifications: Be sure to provide the TPE team with the latest transaction mapping specifications and requirements (if received from your Trading Partner).
Resource Outreach to Trading Partner
A member of the Trading Partner Outreach (TPE) team will contact your Trading Partner (with your permission) to collect the following information:
EDI ID of your Trading Partner: Confirm the correct EDI identifier(s) for transaction routing.
Updated Mapping Specifications: Request their latest transaction mapping specifications and requirements.
Scope of Transactions to Test: Define which transactions will be included in the testing phase.
Connection Details: Ensure all connection information is current and accurate for integration testing.
Customer Responsibilities
You will be responsible for providing the following information:
Current Trading Partner Communications: Share any recent correspondence with your Trading Partner for review.
EDI ID(s) for Relationship: Specify which EDI ID(s) you will be using, especially if multiple IDs are available to choose from.
Trading Partner Contact: Provide contact information for your Trading Partner.
Vendor Forms: Complete any required forms with connection details and EDI IDs.
Implementation Specialist Tasks (Behind the Scenes)
Your Implementation Specialist will complete the following:
Associate the correct EDI ID: Link the provided EDI ID(s) to the Trading Partner.
Verify Maps in Scope: Ensure all transaction maps required for the project are available for use and up to date.
Labels or Packing Lists: Confirm if your Trading Partner requires UCC-128 labels or Packing Lists as a requirement for testing. if yes:
Does your organization currently own either of these two Add-On solutions?
If yes, your Implementation Specialist will ensure the Packing List for this Trading Partner is added to your account and deployed as well as the UCC-128 label templates.
If no, your Implementation Specialist will assist you with next steps on how to purchase.
Activate Transaction(s): In Transaction Manager, activate the most commonly used transactions for the Trading Partner based on the scope of transactions with your Trading Partner.
Set the Import Document Type(s): In Transaction Manager, configure your document types for import as applicable.
Finalize the Connection for the Test PO: Confirm with your Implementation Specialist that the connection setup is ready to receive a test Purchase Order (850).