Category | Question | Answer |
General Information | What is a Network in Adeptia Connect? | A Network is a group of Partners. Companies can create multiple Networks based on partner types. |
What are the predefined Networks bundled with Adeptia Connect? | Predefined Networks include Internal, Customers, Suppliers, and Vendors. | |
What are the main actions you can perform with Networks? | You can add, edit, delete, and grant access to Networks. | |
Adding a Network | How do you add a new Network? | Go to Partners > Networks > ADD Network. Provide a unique name, check "Publish as link," and click Add. |
What does 'Publish as link' mean when adding a Network? | It creates the Network as a menu option in the Partners tab for separate management. | |
Editing a Network | How can you edit the name of an existing Network? | Navigate to Partners > Networks, click the edit icon, update the name, and click Save. |
Deleting a Network | What steps are necessary before deleting a Network? | Delete all its Partners or move them to another Network. |
How do you delete a Network? | Go to Partners > Networks, click the delete icon for the Network, and confirm. | |
Granting Access | What does 'granting access' to a Network mean? | It allows partners in one Network to view partners from other Networks where access is granted. |
How do you grant access to a Network? | Navigate to Partners > Networks, click "More" > Grant Access, and select the target Network. | |
Viewing Constituents | How can you view the Partners of a Network? | Go to Partners > Networks, click the view icon, or click the Partner Count column. |
How do you view Transactions associated with a Network? | Navigate to Partners > Networks, click the view icon and select View Transactions. | |
How do you view Templates linked to a Network? | Go to Partners > Networks, click the view icon and select View Templates or Template Count. | |
Managing Parameters | What is a parameterized Network? | A Network with configured parameters for use, such as folder names for Partner files. |
What are the input parameter types available? | Options include Text Field, Password, Combo, Date, Email, URL, Number, and Decimal Number. | |
How do you add a parameter to a Network? | Go to Partners > Networks > Manage Parameters > Add Parameter. Provide details and Save. | |
Can parameter values be unique across Partners? | Yes, by selecting the Unique checkbox during parameter creation. | |
How do you edit a parameter of a Network? | In Manage Parameters, click the edit icon, modify details, and Save. | |
Are there limitations to changing parameter types? | Parameters cannot be changed from 'Text Field to Combo' or 'Password to Combo' if in use. | |
How do you make a parameter mandatory? | Use the Mandatory button in parameter details. Default values are required for mandatory parameters. | |
Functional Use Cases | What is the significance of using Templates in Networks? | Templates enable standardized workflows for transactions and partner interactions. |
How can you ensure partners do not reuse parameter values? | Mark the parameter as Unique during setup. | |
What happens if a pattern is invalid while setting parameters? | An alert is displayed; you can test it in the Test Pattern field. | |
Can you reorder parameters within a Network? | Yes, by using the up and down arrows in Manage Parameters. | |
Troubleshooting | What should you do if parameters are used by Partners but need editing? | Modify permissible fields but respect restrictions on type changes. |
What’s the best way to manage Partners before deleting a Network? | Move them to another Network or delete them completely. | |
Why might a mandatory parameter need a default value? | To avoid disruptions if it becomes mandatory after Partner creation. | |
Advanced Topics | What role does the Tooltip field play in parameters? | It provides a message or example value for guidance during parameter entry. |
How can you validate parameter patterns effectively? | Use the Test Pattern feature to ensure alignment with expected input. | |
What is the importance of default values in Network parameters? | They streamline Partner addition by pre-filling commonly used values. |
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FAQs: Partners
Category | Question | Answer |
Adding Partners | What is a Partner in Adeptia Connect? | A Partner is an entity with whom a company exchanges data, such as a Customer, Supplier, or Vendor. |
How do you add a Partner? | Navigate to Partners > Partners > Add Partner, provide details, select the transaction management type, and click Add. | |
Can a Partner belong to multiple Networks? | Yes, a Partner can be added to multiple Networks. | |
What details are required to add a Partner? | Partner Name, Network, and optionally EDI and SecureBridge Agent settings. | |
How do you configure EDI settings while adding a Partner? | Select Configure EDI Settings and provide Partner ID, Host ID, and other parameters. | |
How can you associate an Agent with a Partner? | Select Configure SecureBridge Agent Settings and provide the Agent ID. | |
Partner Management | How do you view the details of a Partner? | Go to Partners > Partners, click the Partner name or View option to see details. |
How do you edit Partner details? | Deactivate the Partner first, then go to Partners > Partners > Edit, make changes, and click Save. | |
Can you edit configured parameters for a Partner without deactivating them? | Yes, parameter values can be edited without deactivating the Partner. | |
How do you deactivate a Partner? | Go to Partners > Partners, click the deactivate icon, and confirm to restrict access. | |
How do you reactivate a Partner? | Click the activate icon in Partners > Partners for a deactivated Partner. | |
How do you delete a Partner? | Deactivate the Partner first, then go to Partners > Partners > Delete, and confirm. | |
Partner Parameters | What are the parameters for Partners? | Parameters define configurable settings for Partners in Parameterized Networks. |
How do you configure parameters for a Partner? | Click to configure parameters, provide values, and save. | |
What are grouped parameters? | Parameters are organized under a group name for better management. | |
Can parameters have default values? | Yes, default values can be defined while configuring parameters for Partners. | |
Bulk Management | How do you add Partners in bulk? | Use the Import Partner feature with a CSV file containing Partner details. |
Where can you find a sample CSV file for importing Partners? | Go to Partners > Partners > Import Partner and download the sample CSV file. | |
What details are required in the CSV file for EDI Partners? | Include Partner Name, Network, Email, Partner ID, Host ID, control numbers, and more. | |
How do you upload the CSV file for bulk Partner addition? | In Partners > Partners > Import Partner, browse and upload the CSV file, then click Import. | |
EDI Settings | What are the key components of EDI settings for Partners? | EDI Configuration, Inbound Global Control Numbers, and Outbound Global Control Numbers. |
What is a Control Number in EDI? | A unique identifier for transmitting and receiving EDI documents. | |
Can Host ID be modified for EDI Partners? | Yes, it can be modified during EDI settings configuration. | |
What happens if there’s a translation error in EDI processing? | An email notification is sent to the specified Partner Email. | |
Partner Activation | How does a Partner activate their account? | The Partner receives an email, clicks Setup Account, completes the registration form, and logs in. |
Can Partner's Name and Email be changed after activation? | No, these fields cannot be changed after activation. | |
Agent Management | How do you view details of an Agent associated with a Partner? | Click on Agent Details from the Partner menu to open the Agent Management Portal. |