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Trading Partner Onboarding - WB Mason

Looking to implement WB Mason as a new Trading Partner within your EDI network? Read on to learn all the important details!

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Written by Stacie McGee

Trading Partner: WB Mason


If you are looking to implement WB Mason as a new Trading Partner within your EDI network, this article will provide you with an understanding of the requirements, preliminary and next steps, as well as commonly used transaction types.


EDI IDs

WB Mason utilizes the following Electronic Data Interface (EDI) IDs for identification purposes. These EDI IDs are made up of a Qualifier and an ID which will be sent within their Interchange Control Header, ISA segment, on your inbound transactions. This allows Transaction Manager to be able to identify the Sender and Receiver of any EDI transaction that is sent or received.

Below is a list of the most common EDI IDs typically used by WB Mason:

X12 Qualifier

EDI ID

Primary ID?

ZZ

WBMASON

Yes

ZZ

WBMASONT

No

WB Mason will expect a specific EDI ID based on your business relationship with them. Selecting the wrong EDI ID will result in EDI Transactions not being sent or received.

You will need to work with WB Mason to determine the proper EDI ID to use.


Preliminary Steps

WB Mason requires that new vendors request to setup an EDI relationship via their vendor portal. Within their vendor portal, is a Trading Partner Contact Information form that must be filled out and submitted to begin the EDI Setup process.


Direct Trading Partner Testing

WB Mason hosts testing directly with their team and requires that compliance testing be completed prior to go-live. Your TrueCommerce Implementation Specialist can help with the onboarding and testing process.


Commonly Used Transactions

Please note that the Trading Partner Information form on the WB Mason website, will require information to be inputted on what transactions your company will trade with WB Mason.


Next Steps

Once the purchase of the WB Mason plug-in is complete, your implementation specialist will reach out to schedule time to complete and / or coordinate a plan for compliance testing and / or Enterprise Resource Planning (ERP) system integration testing.


rev 6/16/2026

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