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Transaction Manager: Manually Create a Transaction

Need to create a transaction from scratch? This article will outline the steps you need!

Written by Micah A. Parker

Product: Transaction Manager

To Create a Transaction Manually

Navigate to your Transactions Outbox. Select Actions > New via the action bar. If you have multiple EDI IDs, you’ll need to select which profile the transaction is for. Choose the trading partner and the transaction you need to create. Click OK. The transaction will open immediately. Proceed with filling out required information.

Note: If you’re creating a transaction that requires you to add additional items, locate the Add function on the action bar.


See Also

  • For in-app directions, launch Guided Tutorials from the Foundry ? (Help) menu, select "Create a Transaction from Scratch" and follow the prompts.

rev: 04/28/26

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