Account Manager : Mailboxes and Mailslots
Mailboxes and Mailslots

A mailbox is an electronic storage place provided by OpenText, which allows you to exchange data, email, and reports with Trading Partners. Each user is assigned a unique mailbox. You can then add and set up individual mailbox slots to categorize the information you receive, for example, by Trading Partner or document type.

Example:

Mail Slot
Typical Use
Category/Description
Mail Slot 1
Invoices from all standard Suppliers.
These invoices get standard handling.
Mail Slot 2
Invoices from DSD Suppliers.
These invoices get priority handling.
Mail Slot 3
Invoices from Suppliers A and B.
These invoices are paid via EFT.

To add and set up mail slots for your company

1
On the Account Manager tab, click Service Configuration > Mailslots.
2
Click Create Mailslot.

The Create Mailslot page opens.

3
Enter the Mailslot Name and Description. The text you enter should describe the purpose of the mail slot.
4
In the Rule Definition section:
a
For the My EDI Address and Document Type fields, click the adjacent (Search) icon to find and select the applicable values, and click Submit.
b
For the Partner EDI Address(es), enter the address for the first trading partner, and click Add.

The address displays.

c
Repeat this step for each trading partner.
5
In the Associate Users section:
a
Select the Company employee(s) that handle the documents in this mailslot.
b
From the User drop-down list, select the first user, and click Add.

The employee's name displays.

c
Repeat this step for each trading partner.
6
Click Submit.

16.2 release. Updated October 23, 2016


Trading Grid Online User Guide PDF


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