Article Link: http://help.truecommerce.com/en/articles/5441705-add-on-project-checklist

Congratulations on setting up a new Trading Partner or business connection! To ensure you're ready to go, make sure to complete the steps on this checklist:

1. Setup your Partner List (for business system Integrated customers only)

The Partner List associates the Trading Partner in Transaction Manager with the Customer ID or IDs within your business system.

Additional resources:

  • For step-by-step guidance, click the ? icon in the upper right corner of Foundry, select Guided Tutorials and search for Partner List.

  • To see a demonstration, watch the Partner List tutorial under the Integration Basics course in TrueCommerce University.


2. Setup your Item Catalog

This will include all items and cross references (item translation) from your Business System to TrueCommerce.

Additional resources:

  • Import Item Catalog using CSV file

  • For step-by-step guidance, click the ? icon in the upper right corner of Foundry, select Guided Tutorials and search for Item Catalog Overview.

  • To see a demonstration, watch the Item Catalog tutorial under the Integration Basics course in TrueCommerce University.


3. Establish Import Document Type (for business system Integrated customers only)

Additional resources:

  • For step-by-step guidance, click the ? icon in the upper right corner of Foundry, select Guided Tutorials and search for Import Document Type.

  • To see a demonstration, watch the Import Document Type tutorial under the Integration Basics course in TrueCommerce University.


4. Establish the Primary Item Value under Transaction Setup

The Primary Item Value is a unique value being sent on incoming transactions from your Trading Partner.

Additional resources:

  • For step-by-step guidance, click the ? icon in the upper right corner of Foundry, select Guided Tutorials and search for How to Change the Primary Item Field.

  • To see a demonstration, watch the Primary Item tutorial under the Integration Basics course in TrueCommerce University.


5. Learn how to Template static fields

Additional resources:

  • For step-by-step guidance, click the ? icon in the upper right corner of Foundry, select Guided Tutorials and search for How to Template.

  • To see a demonstration, watch the Template tutorial under the Transaction Manager: "A Day in the Life" course in TrueCommerce University.


6. Learn how to perform a Turnaround to create a transaction

Additional resources:

  • For step-by-step guidance, click the ? icon in the upper right corner of Foundry, select Guided Tutorials and search for Create a Transaction by Turnaround.

  • To see a demonstration, watch the Turnaround tutorial under the Transaction Manager: "A Day in the Life" course in TrueCommerce University.


7. How to set the UCC-128 Autocreate

The UCC-128 field is needed for ASNs.

Additional resources:

  • Generating UCC-128 Numbers for Labeling

  • For step-by-step guidance, click the ? icon in the upper right corner of Foundry, select Guided Tutorials and search for Setting the UCC-128 Autocreate for ASNs.

  • To see a demonstration, watch the Generating the UCC-128 # tutorial under the ASN Training Series course (found in the World of EDI category) in TrueCommerce University.


Want to know more about the transactions you're exchanging with your Trading Partner? Check out this article: Commonly Used EDI Transactions.

rev: 8/25/21

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