Maintain Legal Entity Relationships

Important: This applies to Non-Signed EDI Invoice Trading Partners only.

Every Company that sends or receives Non-Signed EDI Invoices must maintain a file of Trading Partners with which the invoices are exchanged in order to log and track Trading Partner changes. The AIC search function lets you quickly find an associated Trading Partner's legal entity profile to:

View — for example, to see if status or address information has changed.

Update by entering an end date to terminate the E-Invoicing agreement with that Trading Partner. Terminated entity relationships remain accessible for three years past the end date.

To find and view or update a Legal Entity Relationship

1	Log into Trading Grid Online.

2	Click the Account Manager tab.

3	Click Service Configuration > Legal Profile. The Legal Profile page opens.

4	In the Legal Entity Relationship Search section, for the My Legal Entity Name or My Legal Entity ID, select the entity associated with the Trading Partner(s) to view or update.

If you are looking for a specific Trading Partner, enter that Trading Partner's Legal Entity Name or Legal Entity ID.

5	Click Search. On the Modify Document page your document form displays the Legal Entity Relationship Search Results.

6	To view or update Trading Partner information, in the rightmost column of the list, click the partner’s View/Update link.

7	On the Update Legal Entity Relationship page, view the information or, to terminate the e-invoicing the agreement with that partner, enter the End Date.

Note: The End Date must be at least 1 day prior to the current date.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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