How do I manage my EDI projects and especially if I have more than one trading partner? The best advice I can give you is micro-manage the whole process from start to finish.
- Get to know your documents. I like to use this fun screenshot to show you some common EDI on the sales or customer side.
- Understand the EDI transactions.
- Keep track of the trading partner and each document required.
- Who is the representative for each of your documents? It is common within one trading partner to have several different staff members assigned to other documents. For example, Susan might not be responsible for 850,856 and 810; ask the trading partner upfront about the best person to contact and who will be reviewing documents.
- Ask for sample testing files upfront, even outgoing documents, and match them with the mapping guide. This is helpful in testing and making sure you have accounted for all the different data types.
TEST, TEST, TEST