Community Manager : Set Up Trading Relationships : Standard Trading Partnership : Request a Standard Trading Partnership

Request a Standard Trading Partnership

Use this procedure to request a trading partnership.

1
Click the Community Manager tab, then click the applicable customer Company Name.

The Company Profile page that opens.

2
Click Trading Community.

The Trading Community Company List page opens.

3
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.
*
If this is your first partnership, click Request New Partnership.
*
If this is not your first partnership, click Actions > Request New Partnership.

The Step 1: Trading Partner Details page opens.

4
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 the trading partner is on the GXS Trading Grid network.
*
Select Interconnect if the 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 the customer’s EDI address or click Browse and select the address.
*
Click Multiple. Click Browse and select the address.
Your Role
Click the Sender and/or Receiver check boxes based on the customer’s role(s) in the trading partner relationship.
If you select both Sender and Receiver, Trading Grid creates two partnerships for this Mailbox number and trading partner.
Your Alias
Type a name that represents the customer to the trading partner.
5
In the Billing Information section, select the billing option established by the customer and the trading partner.
6
Click Next Step.
7
Do one of the following:
*
If you entered an Interconnect EDI Partner Address in step 4 which does not currently exist in the Trading Grid, 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
Provide the following information.
Field
Description
Partner EDI Address
Type trading partner’s EDI address.
Interconnect Name
Use the 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.

The Step 2: Review page opens.

*
If you entered an Interconnect EDI Partner Address in step 4 which does exist, the Step 2: Review page opens. Continue to step 8.
8
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.
9
Click Submit.

The Trading Partnership Request Complete page opens.

10
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
TOn the Community Manager page, click Company Management, then click the applicable company name.
2
Click Trading Community.
3
In the Trading Partnerships listing, select the partnership to approve, reject, view, change, or terminate.
4
Do any of the following that apply:
Action
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:
1
Delete the partnership.
2
Create a new partnership with the correct details.
Change Partnership Type
To change Partnership to AutoForward, see “AutoForward Partnership” on page 271.
To change Partnership to AutoCopy, see “AutoCopy Partnership” on page 273.
5
Click Save.

16.2 release. Updated October 23, 2016


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