Create Invitation for “Spoke” or “Child” Companies

Community Manager : On-Boarding and Self-Registration : Create Invitation for “Spoke” or “Child” Companies

Create Invitation for “Spoke” or “Child” Companies

Invitations are sent out by the “hub” or “parent” company to “spoke” or “child” companies in the community.

To create an invitation

1

Log into TGO, and on the left side of the page, click Invitation Tool > Actions > Invite GXS Customer.

The Invitation List page appears.

2

Click Actions > Invite GXS Customer.

The Step 1: Invitation Details page displays.

3

Enter the invitation details. For field help, click the Help link and search for the field or page name. When finished, click Next Step.

The Step 2: Service(s) page displays.

4

For the Service Type select Active Invoice Delivery.

The page redisplays.

5

For the Service Type select the applicable service bundle. Then, select the Active Invoices Compliance option (i.e., the “Do you want to . . .” option).

The page redisplays.

6

For the Legal Profile Name,

a

Click Submit. Then, click Search Legal Profile.

b

In the Legal Profile popup that displays, enter the name of your company’s legal profile.

c

Click Search.

d

Select the applicable sender‘s Legal Profile name.

7

For Process Type, select the applicable value from the drop down list.

8

For Delivery Mode, select Secure Email Delivery.

9

Click Next Step.

The Step 3: Recipient Details page displays.

10

Enter the recipient details. For field help, click the Help link and search for the field or page name. When finished, click Next Step.

The Review page displays.

11

Review your invitation data. Use the Previous Step and Next Step buttons to make any changes. When finished, click Send Now to send and save the invitation.

16.2 release. Updated October 23, 2016

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