Community Manager : Set Up Trading Relationships : Open Trade Partnership
Open Trade Partnership

An open trade partnership allows the customer to send (and receive) transactions with any trading partner within the Trading Grid. Trading documents and/or files with other “open” traders does not require a formal partnership setup. An Open Trade Partnership:

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Allows the customer to exchange documents with any trading partner that requests to trade with them at that EDI address.
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Enforces a 50-50 split billing process, which means the customer pays for all the transactions that it sends, and the receiver's company pays for the transactions that your customer receives and for the storage of that mailbox.

To request an open trade partnership

1
Click the Community Manager tab, then click the applicable Customer Company Name.
2
Click User Management.

The Trading Community Company List page opens.

3
In the Open Tradings section, do any of the following:
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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, Otherwise, click Actions > Request New Partnership.

The Step 1: Open Trading Details page opens.

4
In the Partnership Information section, enter:
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Your EDI Address — Type your EDI address or click Browse and select it.
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Your Role — If you expect to send and receive interchanges, click the Receiver check box.
5
Click Next Step.

The Step 2: Review page opens.

6
Do the following:
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Review the information.
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To make any changes, click Previous Step to return to Step 1 page.
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Make the changes, click Next Step to return to this page.
7
Click Submit.

Make the changes and then click Next Step to return to this page.

8
Click Submit.

The Open Trading Request Complete page opens.

9
Click Return to Trading Partnership List.

The Trading Partnerships page opens displaying the new partnership in the Open Tradings listing.

For each open Trading, the listing displays:

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Your EDI Address — Click the EDI Address to see information about the partnership.
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Your Role — Displays your role in the partnership; Sender of interchanges or a Sender and Receiver of interchanges.

To view, modify, or delete an open trade partnership

1
On the Community Manager page, Company Management.
2
Find the applicable company and click the name.
3
In the section that expands, click Trading Community.
4
In the Open Tradings listing, select the partnership to view, change, or terminate.
5
Do any of the following that apply:
Action
Do this
Delete Open Trading (partnership)
Select the partnership, click Actions > Delete Open Trading.
The partnership is removed from the listing.
View/Modify Open Trading
1
Select the partnership, click Actions > View/Modify Open Trading.
2
View the partnership information.
Note: Only the billing information can be modified. To modify other partnership details, the partnership must be deleted then recreated with the correct details.
3
Make changes to the billing information.
6
Click Save.

16.2 release. Updated October 23, 2016


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