Set up an AutoForward Partnership

Account Manager : Trading Relationships : AutoForward Partnership : Set up an AutoForward Partnership

Set up an AutoForward Partnership

Important: Before setting up an AutoForward partnership, Trading Partnerships must exist and be approved between:

The address that sends the interchanges and the address that receives the interchanges.

The address that receives the interchanges and the address to which you want to forward the interchanges.

To set up AutoForwarding

1

On the Account Manager tab, click Trading Community.

2

Find the applicable company and click the name.

3

In the section that expands, click Trading Community > AutoForward Partnership.

4

Click Actions > Create AutoForward Partnership.

Note: If no listing displays, click Create AutoForward Partnership again.

The Create AutoForward Partnership page opens.

5

In the AutoForward EDI Address section, enter the following:

Sender EDI Address — Address from where the interchanges are sent.

Your EDI Address — EDI address that receives the interchanges that you forward.

AutoForward EDI Address — EDI address to which the interchanges (that are sent from the Sender EDI Address to Your EDI Address) should be autoforwarded.

Note: Use Search to search and select specific addresses. Click Search by Company to display a pop-up to enter a partial or complete name, then click Search. To view a listing of all companies, click Search without entering any search criteria. Then click the company name, and if applicable, select an address.

6

To forward only specific document types, in the Document Type section, select the appropriate Envelope Type.

The page refreshes displaying all associated document types in the Available Document Types area.

7

Do one of the following:

To select one document type, select the type then click Add.

To select multiple document types:

1

Press Ctrl and select the types.

2

Release Ctrl, and click Add.

To select all document types, click Add All.

The selection displays in Selected Document Type area.

8

To remove document types:

Select the type(s) and click Remove.

To remove all types, click Remove All.

9

Click Actions > Submit.

A confirmation message displays. The AutoForward Partnership is created.

10

Use the AutoForward Partnerships page to view this new partnership.

To view, modify, or terminate an AutoForward Partnership

1

On the Account Manager tab, click Trading Community.

2

Find the applicable company, and click the name.

3

In the section that expands, click Trading Community > AutoForward Partnership.

The AutoForward Partnership listing opens.

4

Do any of the following that apply:

Action

Do this

Delete Partnership

1

Select the partnership, click Actions > Delete.

The confirmation message displays.

2

Click Yes.

The partnership is immediately removed from the listing.

View/Modify Partnership

Only Document Types are modified. To modify an EDI address, you must delete the current partnership, then create a new partnership with the correct EDI address.

To add a document type to be forwarded:

1

Select partnership, click Actions > View/Modify.

2

Locate Available Document Type area and do one of the following:

Select one document type then click Add.

Select multiple document types by clicking Ctrl and selecting document types. Release Ctrl and click Add.

Select all document types by clicking Add All.

Your selection displays in the Selected Document Type area.

To stop a document type from being forwarded:

1

Select partnership, click Actions > View/Modify.

2

Locate the Selected Document Type area and do one of the following:

Select one document type then click Remove.

Select multiple document types by clicking Ctrl and selecting document types. Release Ctrl and click Remove.

Select all document types by clicking Remove All.

5

Click Actions > Submit.

16.2 release. Updated October 23, 2016

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