Product: Dynamics GP (Enterprise)

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Getting Started

If you haven't already, you'll need to contact your Account Manager for any new Trading Partners you haven't already established a connection with.

You'll be assigned an Implementation/Add-On Specialist who will assist you during this process, not sure who they are? Check out this article

However, once that initial connection is ready - the best way to get things moving is to be prepared, while not every new connection is straight forward - almost all of them will need the basic setup steps provided below to get off the ground, this article will help you not only prepare, but give you the full power to moving things along and setting up a partner on your time.

Checklist - Dynamics GP

Create a Customer Card in Dynamics GP

You'll want to do this prior to any attempted connection with TrueCommerce and Transaction Manager

Setup Should Include:

  • Customer ID

  • Shipping Methods

  • Tax Schedule ID (if applicable)

  • Payment Term Codes

  • If you are in need of assistance setting up a new Customer Card in GP - you'll want to contact your VAR

Setup a Customer Cross-Reference (XREF) Inside the TrueCommerce Module


  • Profile ID - The identifying ID for the EDI portion of the custom - this will be associated with Transaction Manager's partner setup page

  • Customer ID - The Dynamics GP Customer ID found in the Customer Card you wish to link to

  • Pricing Option - Whether to use the Dynamics GP pricing, Transmitted Pricing (via EDI Order), or the pricing in the TrueCommerce Inventory Cross-Reference when receiving an order

  • Ship To Location - EDI Qualifier that'll be used to captured address information from the Trading Partner to mark the Ship To address sent on orders (you'll want to match the N1 segment being sent by the Trading Partner)

  • Bill To Location (Optional) - EDI Qualifier sent from the Trading Partner that'll be used to capture bill to addresses

Customer Cross-Reference - Advanced Setup

The Advanced Options for your Customer Cross-Reference can add additional functionality or behavior as well as some defaults based on your needs - set them here

Setup (Basic)

  • Document ID - The Order Type ID you'd like newly received Sales Transaction (850s) to be assigned

  • Site ID - The Site/Warehouse location to use by default for this customer

  • Vendor ID - Your Vendor ID (typically assigned by the Trading Partner, and provided during onboarding)

  • Remit To ID (Optional) - The Remit To ID typically sent back to the Trading Partner if returns are required

  • Import Doc As - Dropdown allowing you to import EDI 850s as Orders, Invoices, Fulfillments, Quotes, or Backorders

  • Advance Options - Configuration Options

  • Allow Aliases - Check this is if you're looking to have multiple Customer Cards in GP reference a single EDI Partner (configured in the Location Cross-Reference - see below)

  • Allow Dropship - Check if you're receiving Direct to Customer or Dropship type orders, this will skip over Location Cross-Reference checking

Inventory Cross-Reference

You'll want to setup each of your items inside your Inventory Cross-Reference inside the TrueCommerce module - this allows you to have all the information needed for every item properly stored with the appropriate codes between Dynamics GP and the codes your Trading Partner uses


  • Customer ID - Your GP Customer ID from the Customer Card

  • Item Number - Your GP Item (Use the magnifying glass with the + to search GP Inventory)

  • Customer Item Number - The primary number your Trading Partner is going to use to identify this item

  • UPC Number (Optional) - If your Trading Partner wants a universal UPC, this is an optional field to place it (or alternatively, another item identification number)

  • Other Number (Optional) - A 3rd optional spot for item code representing this item

  • SCC-14 Number (Optional) - A 4th optional spot for item code representing this item

  • Pack Quantity - How many eaches, fit inside a pack/carton (used for packaging ASNs properly)

Location Cross-Reference

This is where you'll setup any Ship To code translations to point the Ship To code sent from your Trading Partner on their orders, to a specific Ship To ID within Dynamics GP


  • Customer ID - The Customer ID located in the Dynamics GP Customer Card

  • Location ID - The Ship To code sent from the Trading Partner to translate

  • Actual Customer ID - If you're using Allow Aliases can be used to assign a specific Ship To code to an alternative GP Customer Card

  • Bill To Address ID - The Bill to ID from GP

  • Ship To Address ID - The Ship to ID from GP

  • Site ID - Location specific Site/Warehouse override (otherwise defaults to Customer Cross-Reference)

Ship Method Cross-Reference

Shipping Methods will define the Routing information for the various ways you may ship goods to your Trading Partner, you'll want to configure these based on the codes your Trading Partner wishes to see


  • Customer ID - The Dynamics GP Customer ID from the Customer Card

  • Shipping Method - The Dynamics GP Shipping Method to associate (use the magnifying glass with the + icon to search GP)

  • Carrier - The carrier/company who will physically ship the goods - typically referred to as "Routing" inside Transaction Manager

  • SCAC - Standard Carrier Alpha Code - up to 4 digit code representing a combination of the delivery priority, and method

  • Payment Method - How the shipping costs will be covered

  • Carrier Type - Generic transportation type reference, be it through a vehicle (motor), Less-Than-Truckload (LTL), Air, or some other method

Checklist - Transaction Manager

Configure Partner Setup within Transaction Manager: The Partner List within Transaction Manager is what bridges your Customer Card in GP to your Trading Partner in Transaction Manager. Linking all the transactions to going to their respective customer codes.

  • This is the Profile ID assigned previously in the Customer XREF

Understanding the Partner Setup

Setting the Import Document Type: Looking to send your Partner Invoices, Advance Ship Notices, or Purchase Order Acknowledgements straight from GP? Learn how to setup the Import Document Types and what they mean

Import Document Type Overview

Set the Primary Item

Your Primary item is the item your Trading Partner will be sending you, as their primary identification for any items you trade with them. You'll want to set the Dropdown for each document type you use to the appropriate item code that your Trading Partner is sending you as it relates in Transaction Manager - this is what tells the system what code to send to GP

Add any Ship-to Locations to the Address List: Ship-to Locations represent the stores you'll be shipping to, and more often than not you'll want to setup a Ship-To code within GP specifically for those locations to help keep track of where you're shipping to.

Setup Integration Defaults

The Integration Defaults are used to define what pushes out from Transaction Manager into Dynamics GP

  • Export DTM - Enter the codes (separated by a comma) of any Dates sent from the Trading Partner you wish to push to GP

  • Export N1 - Enter the qualifiers (separated by a comma) of any Address Information sent from the Trading Partner you wish to push to GP

    • ST is most common - and is what links to the Customer Cross-Reference Ship To Location set previously

ODLF & Document Setup

Once all the configuration has been completed, you'll need to have ODLFs built for the transactions you wish to send Outbound to your Trading Partner, this would include Invoices, Purchase Order Acknowledgements, Inventory Reports, and Advance Ship Notices.

Please reach out to your Implementation Specialist at this stage to receive unlock codes and ODFLs for those documents

rev 8/4/22

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