3PL EDI/IT Integration Checklist
1. Project Information
| Project Name |
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| Client/3PL Name |
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| Contact Emails |
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| Start Date |
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| Planned Go-Live |
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2. EDI Document Requirements
| EDI Transaction Type |
Required |
Status |
Notes |
| 850 - Purchase Order |
|
|
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| 856 - ASN/Ship Notice |
|
|
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| 810 - Invoice |
|
|
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| 940 - Warehouse Shipping Order |
|
|
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| 945 - Warehouse Shipping Advice |
|
|
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| 943 - Warehouse Stock Transfer Shipment Advice |
|
|
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| 944 - Warehouse Stock Transfer Receipt Advice |
|
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| 997 - Functional Acknowledgement |
|
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3. Communication & Connectivity
| Method (AS2/FTP/SFTP/VAN/Other) |
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| Endpoints/Addresses |
|
| Credentials/Certificates Exchanged |
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| Firewall/IP Whitelisting |
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| Connection Test Complete? |
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4. Data Mapping & Testing
| Map Document Specs Shared |
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| Test Scripts Defined |
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| Test Files Exchanged |
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| Validation Rules Met? |
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| User Acceptance Test (UAT) Complete? |
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5. Go-Live Preparation
| Production Endpoints Exchanged |
|
| Go-Live Date Agreed |
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| Support Contacts for Go-Live |
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| Backup/Contingency Plan |
|
| Monitoring Setup |
|