Following this article's steps ensure proper integration behavior and prevent setup related blockers.
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Partner List setup
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This section explains how to establish the partner list in Transaction Manager from your Enterprise Resource Planning (ERP) system. This ensures accurate routing and mapping for downstream transaction workflows:
Navigate to Transactions > select Trading Partners.
Select the Trading Partner in question.
From the Action Bar, select Translations > select Partner List. This is where you will enter the code/account number for this particular Trading Partner that is stored in your ERP system.
You must confirm that the Business System Code entered during the testing phase is still applicable for production. If not, be sure to enter the appropriate Business System Code. This can also be referred to as your customer account number in your ERP for the specific Trading Partner.
The account value entered in the Partner List is space and case sensitive and must match the value within your ERP exactly.
Click here for a help article containing further details.
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Critical Callout
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Incorrect partner configuration may break your integration or cause transaction failures.
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Establish Primary Item Value in Transaction Setup
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This section defines how to set up the Primary Item Value which determines how the integration will associate each item on your Purchase Order to the corresponding item in your ERP.
Navigate to Preferences > click Transactions > click the Translations tab, if needed, change the Primary Item Field for all transactions > click Save.
To determine what your primary item value translation should be, please review the inbound Purchase Order from the respective Trading Partner in your Inbox or Received folder.
The data you are looking for would most likely be on the Items tab and is typically one of the following: UPC #, GTIN #, SKU # etc.
Whichever option you choose, it will need to be static data that the Trading Partner will send, consistently, on every Purchase Order.
Click here for a help article containing further details.
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Warning Callout
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Incorrect or inconsistent item value(s) setup can cause mismatches across item catalogs or integrated transactions.
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Item Catalog Setup
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This section provides guidance on configuring your Item Catalog to ensure item data accuracy and completeness.
Navigate to the Menu in Foundry > select Trading Partners
Select the Trading Partner in question.
From the Action Bar, select Translations, > select Item Catalog.
The primary item value that is set (per the above instructions) will then allow any received Purchase Order's to add new item data to the Item Catalog.
Be sure to populate the Item Translation Column. The translation value is how you reference this item in your ERP system.
Click here for a help article containing further details.
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Informative Tip Callout
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Ensure all item attributes (descriptions, codes, mapping values) are validated prior to moving to production.
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Import Document Type Setup (Business system–integrated customers only)
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This section provides details on how to define the Import Document Type, used by your ERP system, to import transactions into Transaction Manager.
Assign the appropriate import document type within your Transaction Manager integration settings following these steps:
Navigate to the appropriate Trading Partner
Select Preferences > select Transactions
Click the Integration tab
Select the appropriate Import Doc Type for your ERP
Click Save
Click here for a help article containing further details.
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Warning Callout
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A mismatched Import Document Type may prevent documents from importing correctly.
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Required Templating in Transaction Manager
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In Transaction Manager, ensure that all fields being used within your transactions are properly templated.
Review your transaction templates and verify that required fields are mapped and configured.
To launch transaction templates, navigate to Trading Partners > select the Trading Partner in question.
Once selected, from the Action Bar, select Preferences > click Transactions.
Select the transaction in question > from the Action Bar, click Template.
Enter data in any static field where you want to send the same value each and every time for this particular transaction to this Trading Partner.
Click Save once complete.
Click here for a help article containing further details.
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Informative Tip Callout
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By using templated fields, you are improving the automation feature and reliability while also reducing error rates.
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Change Transactions from Test to Production
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The following steps are required in order to finalize your setup by switching transactions from Test mode to Production mode.
Navigate to Trading Partners
Select the Trading Partner in question
On the default view, navigate to the Test/Production column
Select the transaction needing updated
Select the transaction you want to enable in production > locate the Test/Production column > select the dropdown menu for Production.
Click Save once complete.
Click here for a help article containing further details.
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Critical Callout
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Ensure all testing is complete before making this change as Production mode cannot be rolled back without impact.