EDI Trading Partner Production Cutover Checklist
Moving an EDI partner from test to production is where small gaps become real shipments with real chargebacks. Use this list to check connectivity, maps, acknowledgments and fallback before ISA15 changes to P.
0 of 28 items complete
10 critical items still open - these are the highest-risk gaps.
Connectivity and envelope
Maps and data
Acknowledgments and compliance
Monitoring and fallback
Every critical item should be checked before the switch. If a critical item is open, agree a dated plan with the partner or delay cutover.
Partner onboarding register
An optional review of how onboarding status could be tracked against your ERP and EDI monitoring.
Optional. The tool and every export work without this. No spam.
How to use the checklist
Work through the groups with the partner on a call, not alone. Tick items as you verify them with evidence: a test file, a 997, an email from the partner. The critical items are those that cause lost orders, rejected shipments or financial penalties if wrong. Export the finished list to PDF and keep it with the partner record as the cutover sign-off.
Plan the first week
The first production documents deserve manual review. Compare what the partner sent with what arrived in the ERP, and compare each outbound document with the ERP source. Agree the daily check with the partner, and watch for the first 997 on each document type. Do not start a second partner cutover until the first has stable traffic and the compliance dashboard is clean.
- Review the first five documents of each type manually.
- Confirm 997 receipt within the agreed window.
- Track rejected documents by cause.
- Hold off new maps during the first week.
Common mistakes
Teams often go live on the technical test alone and forget the business side: the ship-to table, the label data, the invoice timing. Another frequent gap is monitoring: a failed AS2 session at night means orders arrive late and nobody notices until the buyer calls. Make sure someone owns the alert, and that the manual fallback has been rehearsed at least once.
Frequently Asked Questions
How long should EDI testing last?
It depends on the number of transaction sets and the partner. A single 850 and 810 pair may take a few days, while full retail programs with ASN and labels often take several weeks. Plan time for partner review cycles.
Who approves going live?
Both sides. Typically the partner's EDI team approves the technical test and the business owner approves the order and shipping flow. Keep the approval in writing.
Should test and production use different control numbers?
Use separate counters or ranges. A production file reusing a test ISA13 may be dropped as a duplicate, and mixing them makes troubleshooting harder.
What is hypercare for EDI?
A short period after go-live, usually one to two weeks, when someone checks every document and alert daily and the partner is on call. It ends when error rates stabilize.
If cutovers are tracked in emails and spreadsheets, Netray can help set up a partner onboarding register that links checklist status to your ERP and EDI monitoring.
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Runs with your ERP
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Guides
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- How to Configure SyteLine EDI Trading PartnersLearn how to set up EDI trading partners in SyteLine CloudSuite Industrial. Configure EDI document types, partner profiles, transaction sets, and automated processing rules.
- EDI Implementation for Manufacturers: A Practical GuideEDI implementation for manufacturers: map 850, 856, and 810 transactions to your ERP, pick a VAN or AS2, and go live with trading partners in 90 days.