Mail Slots

Mail slots separate documents you receive according to business process needs. You can set up slots to receive documents in categories; for example, by trading partner, document type, etc.

Mail Slot 1 is for Invoices from all standard Suppliers, because these invoices get standard handling.

Mail Slot 2 is for Invoices from DSD Suppliers, because these invoices get priority handling.

Mail Slot 3 is for Invoices from Suppliers A and B, because these invoices are paid via EFT.

To set up the mail slots for your company

1	On the Trading Grid page, click the Account Manager tab > Service Configuration > Mailslots > Create Mailslot.

The Create Mailslot page opens.

2	Enter the following information.

Field	Description
Mailslot Name	Enter a descriptive name for the mailslot.
Description	Enter a description for the mailslot.
Mailbox	Use the drop-down list to select a mailbox number.
Rule Definition
My EDI Address	Click Search icon to find and select the applicable value.
Document Type	1 Click Search icon to find and select the applicable value. 2 Click Submit.
Partner EDI Address(es),	1 Enter the address for the first trading partner, then click Add. The address displays. 2 Repeat this step for each applicable trading partner.
Associate Users Use this section to select Company employees that handle the documents in this mailslot.
User	1 Use the drop-down list to select the first user, then click Add. The employee’s name displays. 2 Repeat this step for each applicable employee.

3	Click Submit.

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

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