Direct EDI Testing involves working directly with your Trading Partner’s EDI team to coordinate testing requirements, timelines, and transaction transmissions. The following details contain information regarding the direct testing process, required information, best practices for implementing a successful implementation, and how to transition to production.
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What Is Direct EDI Testing?
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Direct Testing refers to EDI testing conducted directly with your Trading Partner’s EDI team rather than with a Third-Party on behalf of your Trading Partner. This requires you to:
Coordinate with your Trading Partner to review and discuss EDI testing requirements and timelines.
If requested, be able to provide company specific information such as DUNS/DUNS+4, Vendor Numbers, Warehouse or Ship From Location(s), Invoice Remittance details, etc.
Note: TrueCommerce and/or your assigned Implementation Specialist will not have access to your business details. Please be prepared to provide this information to your Trading Partner as needed. TrueCommerce will provide information such as EDI ISA/GS ID(s), qualifier(s), connection method(s), and contact details.
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The testing process and responsibilities
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Action: Coordinate directly with your Trading Partner to define EDI testing requirements and timelines.
If you are the supplier, most Trading Partners will draft and send you a test Purchase Order (850). They will also specify which EDI transactions they require in return.
The return transactions you send will be verified by your Trading Partner before any approval is provided for production.
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Critical Callout
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Ensure your organization has access to all required company information as TrueCommerce cannot provide these details on your behalf.
Confirm the data in your transactions are accurate to ensure a seamless testing phase and a high success rate when moving to production. For example, Remit To details, Vendor Number, item details, etc.
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End-to-End Testing and Integration
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Be sure to include end-to-end testing of your ERP system and integration as applicable. This ensures not only that EDI is properly tested with your Trading Partner, but also that your ERP integration is successful during the transition to production.
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Warning Callout
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Your Trading Partner’s requirements for return transactions (such as Advance Ship Notices (856) or Invoices (810)) are driven by the Purchase Orders that are received within your Transaction Manager. Any concerns or requests for changes must be addressed directly with your Trading Partner. TrueCommerce can only modify EDI transaction templates with the 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 during testing.
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Key Points
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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.