Account Manager : Trading Relationships : Standard Trading Partnership
Standard Trading Partnership

A standard trading partnership is set up so you can send (and receive) transactions with one specific trading partner. This partnership can then be further defined to:

*
Automatically forwards documents they receive from this partner to other users using a distribution list.
*
Automatically sends a copy of documents sent to one partner to other users using a distribution list.

To request a standard trading partnership.

1
On the Account Manager tab, click Trading Community.

The Trading Community Company List page opens.

2
Do any of the following that apply:
*
If your company has multiple mailboxes, select the applicable mailbox for the new partnership from the Mailbox Number list, or select All.
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If this is your first partnership, click Request New Partnership.
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If this is not your first partnership, click Actions > Request New Partnership.

The Step 1: Trading Partner Details page opens.

3
In the Partnership Information section, enter the following information:
Field
Description
Partner EDI Address
Do the following:
If necessary, click Trade with Specific Partner.
In Partner VAN, do one of the following:
*
Select GXS if trading partner is on the Trading Grid Online network.
*
Select Interconnect if trading partner is on another VAN service.
In Partner Address, enter the trading partner’s EDI address.
Your EDI Address
Do one of the following:
*
Click Single. Type your EDI address or click Browse and select the address.
*
Click Multiple. Click Browse and select the address.
Your Role
Click Sender and/or Receiver check boxes based on your role(s) in the trading partner relationship.
If you select both Sender and Receiver, Trading Grid Online creates two partnerships for this Mailbox number and trading partner.
Your Alias
Type a name that represents you to the trading partner.
4
In the Billing Information section, select the billing option established by you and the trading partner.
5
Click Next Step.
6
Do one of the following:
*
If you entered an Interconnect EDI Partner Address in Step 3 which does not currently exist in Trading Grid Online, a message displays.To add the EDI partner address, continue with the following three steps.
1
Click the Add Partner Address link.

The Add Interconnect Partner EDI Address page opens.

2
Enter the following information.
Field
Description
Partner EDI Address
Type trading partner’s EDI address.
Interconnect Name
?
Use Select drop-down list to select the Interconnect Name.
Company Name
Type trading partner’s company name.
Contact First Name
Type trading partner’s contact information.
Contact Last Name
Type trading partner’s contact information.
Contact Phone Number
Type trading partner’s contact phone number.
3
Click Submit.
Note: The Step 2: Review page opens.
7
Do any of the following that apply:
*
Review the information.
*
To make any changes, click Previous Step to return to Step 1 page.
*
Make the changes, click Next Step to return to this page.
8
Click Submit.

The Trading Partnership Request Complete page opens.

9
Click Return to Trading Partnership List.

The Trading Partnerships list page opens. The new partnership displays in the list with a type of Normal and a status of Pending Partner Approval.

To approve or reject, view, modify, or terminate a Standard Partnership

You can only modify the billing information. To modify other partnership details, you must first delete the current partnership and then create a new partnership with the correct details.

1
On the Account Manager tab, click Trading Community.
2
In the Trading Partnerships listing, select the partnership to approve, reject, view, change, or terminate.
3
Do any of the following that apply.
To . . .
Do this . . .
Approve partnership
Click Actions > Approve Partnership.
The partnership status changes to Approved.
Note: Only a partnership with Pending Your Approval can be approved.
Reject partnership
Click Actions > Reject Partnership.
The partnership status changes to Rejected.
Note: Only a partnership with Pending Your Approval can be rejected.
Terminate partnership
Click Actions > Delete Partnership.
The partnership is immediately removed from the listing.
View or modify partnership
Click Actions > View/Modify Partnership.
The Trading Partnership Details page opens.
Note: You can only modify the billing information. To modify other partnership details:
Delete the partnership.
Create a new partnership with the correct details.
Change partnership type
To change Partnership to AutoForward, see “AutoForward Partnership” on page 333.
To change Partnership to AutoCopy, see “AutoCopy Partnership” on page 336.
4
Click Save.

16.2 release. Updated October 23, 2016


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