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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).
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Order Processing and Project Creation
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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
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Resource Outreach to Customer
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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).
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Resource Outreach to Trading Partner
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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.
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Customer Responsibilities
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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.
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Implementation Specialist Tasks (Behind the Scenes)
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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).