Adding New Trading Partner

Adding a new EDI Trading Partner to SPS Cloud EDI involves the following tasks. Some tasks may be redundant if certain setup & configurations have already been performed for the initial Trading Partners by your Vision33 SPS EDI Consultant. The following tasks below need to be performed before testing can begin and needs to be performed in both your TEST & LIVE environments.

☐        Please reach out to your SPS Project Manager to initiate a new Trading Partner relationship.

Integration Checklist - SAP Business One Configuration

Complete? Task (click on task for more information)
Business Partner Configuration - User Defined Fields
Ship-To & Bill-To Addresses - SPS Address Location Number & SPS Location Code Qualifier
Item Master Configuration
Item CPC Codes
Unit of Measure Setup
Business Partner Catalog (Item Cross References)
Warehouse Master Setup
Shipping Types Configuration
Allowance and Charge Setup

Integration Checklist - SPS EDI Connector Configuration

Complete? Task (click on task for more information)
Additional Expenses
Connector Configuration
Printer (for labels)
Remit Contact
Unit of Measure
Warehouse Contact

Optional Setup which may apply to your Business Process

  Task (click on task for more information)
* Unit of Measure Factoring Setup
* Warehouse Selection