Community Manager : Set Up Trading Relationships : AutoCopy Partnership : An AutoCopy Distribution List

An AutoCopy Distribution List

To create an AutoCopy distribution list

1
On the Community Manager page, click Company Management.
2
Find the applicable company and click the name.
3
In the section that expands, click Trading Community > AutoCopy Distribution List.
4
Click Actions > Create Distribution List.
Note: If no listing is displayed, click Create Distribution List.

The Create Distribution List page opens.

5
Enter the following information.
Field
Description
Mailbox Number
Type the number of the Mailbox that receives the interchanges.
Distribution List Address
Type the EDI address that receives the interchanges Trading Grid copies and sends.
Member EDI Addresses
Type the EDI addresses to which Trading Grid should send the copied interchanges.
To add more than 10 addresses, scroll to the bottom of the page, then click Add.
Primary Billing Address
Select Primary Billing Address if this EDI address is the primary billing address.
Otherwise, leave this item un-selected.
6
Click Actions > Submit.

A confirmation message displays. The AutoCopy Distribution List is created.

7
Use the AutoCopy Distribution List page to view this new partnership.

To view, modify, or delete an AutoCopy Distribution List

1
On the Community Manager page, click Company Management.
2
Find the applicable company and click the name.
3
In the section that expands, click Trading Community > AutoCopy Distribution List.

The Autocopy Distribution List page opens displaying all the listing information including:

*
Mailbox Number — Mailbox that receives the interchanges.
*
Distribution List Address — EDI address that receives the interchanges that the Trading Grid copies and sends.
4
Do any of the following that apply:
Action
Do this
Delete
1
Select the distribution list, click Actions > Delete.
2
Confirm the deletion.
The distribution list is removed from the listing.
View/Modify
1
Select the distribution list, click Actions > View/Modify.
2
View the distribution list information.
Note: Only the Member EDI Address information can be modified. To modify other distribution list information, the distribution list must be deleted then recreated with the correct details.
3
Make the changes to the list.
*
To modify a Member EDI Address, delete it, and then add the correct one.
*
To delete a Member EDI Address, select it, then click Actions > Delete.
The address is removed from the list.
*
To add a new Member EDI Address, type the address in Add Member EDI Address, then click Add.
*
To specify whether an address is the primary billing address, select or deselect the Primary Billing Address option.
5
Click Save.

16.2 release. Updated October 23, 2016


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