Partners

A Partner is an entity with whom a Company is exchanging data. A Partner is a member of a particular Network and could be a Customer, Supplier, or a Vendor.

This page contains the following information:

Adding a Partner

Add a Partner to exchange the data with a Company. A Partner could be a Customer, Supplier, or a Vendor. You can add a Partner to multiple Networks.  

Before adding a Partner, ensure that you have:

• added a Network.
• provided the Host ID of your Company (Account > My Company > Edit). This is mandatory to configure EDI settings for a Partner.   

All partners are added as internal partner initially. However, an internal partner can become a self-managed partner or an external partner after accepting the email and activating the account on Connect. Company user must specify the email id for an external partner while adding a partner. Note that the facility to add an external or self-managed partner is available only in a few editions of this product, contact Adeptia Support to upgrade if you don't see this option.

To add a partner:

1. Click Partners > Partners > Add Partner.
   
   
   
   
2. Provide Partner Details such as Partner Name and Network name. Click Next.
   
   
   

   
   

   The partner name can be up to 128 characters long and it also supports the following special characters.

   • Apostrophe (’)
   • Comma (,)
   • Dash (-)
   • Parentheses ()
   • Period (.)
   • Ampersand (&)
   • Underscore/Lower dash (_)

3. Select <Company> will manage <Partner> Transactions if you want to add this partner as an internal partner. 

   You can also select Allow <Partner> to self manage if you want the Partner to manage its internal Users, assigned Transactions, and view the Dashboard.

   
   
   
   

4. You can update the value of parameters for a Partner if the Partner belongs to a Parameterized Network only. There are conditions to display the parameters of the selected Network:

   • If there are only ungrouped parameters then all the parameters will be in the expanded view.
   • If there are multiple parameters with and without the group name, then ungrouped parameters will be displayed on top and in the expanded view.
   • If there is only one parameter with the group name then by default, it will be in the expanded view.
   • If there are multiple parameters with group name then the first parameter will be expanded and others are collapsed.

5. In order to send or receive EDI data from/to the Partner, select Configure EDI Settings checkbox to configure EDI settings and parameters for the Partner. Three groups - EDI Configuration, Inbound Global Control Numbers, and Outbound Global Control Numbers appear.
   
   
   
   

   1. Click  to expand EDI Configuration.

   2. Provide the Partner email.

      If any translation error occurs during EDI or non-EDI processing, a mail notification is sent to the email address specified in the Partner Email field. For more details, refer to Configuring EDI mail server parameters section on this page.

   3. Provide the Partner ID. Host ID of the company is populated automatically. You can change the Host ID, if required.

      The combination of these IDs must be unique. IDs can be alphanumeric with minimum one character and maximum 15 characters. Only space and underscore are allowed.

      
      
      

   4. The values in the fields of the group - Inbound Global Control Numbers and Outbound Global Control Numbers are populated automatically. If you want to change the values, click  to expand Inbound Group Control Numbers and Outbound Group Control Numbers and provide the values corresponding to the fields. The values defined in the fields will serve as a global defined values while creating EDI Transactions. 

      Control Number is a unique identification number to help sender and receiver for transmitting and receiving EDI documents. 

6. Select the Configure SecureBridge Agent Settings check box if you want to associate an Agent with this Partner.  As you select this field, you need to enter an Agent Id in the SecureBridge Agent ID field.

   
   
   

   It helps you get an option to access the associated Agent's details from within the Partner's screen itself. Note that this configurable field appears only when you have a valid license for SecureBridge Agent. You can also choose to skip this step as it is optional. 
7. Click Add to add the partner for your company.

If you have added the partner in self manage category, the partner will receive an email and should follow the steps given below to activate the account.

Partner activating account

The Partner needs to follow these steps to activate the account:

1. Open your Inbox.
2. Search the email received from your Company.
3. Click Setup Account.

4. On the Complete Your Registration form, displayed in a new tab, fill in the details and click Complete Registration. 

   You can't change Partner Name and Email id.
5. This completes your registration and activates your account. Login to Adeptia Connect using your registered email id.  

Viewing a Partner details

You can view the details of a Partner specified while adding a Partner. To view Partner details:

1. Click Partners > Partners. 
2. On the Partners screen, do one of the following:
   • Click  > View.
     
     
     
     
   • Click the name of the Partner to view details. 

3. View the details of the Partner from the View Partner window.
   
   
   
   

   If you have configured parameters for the Partner then you will find the details of the parameters in the Network Parameters section in the View Partner window. 
   
   

Deactivating a Partner

You can deactivate a Partner to restrict access to Adeptia Connect (external Partner) and to create Transactions (internal Partner). To deactivate a Partner:

1. Click Partners > Partners. 
2. On the Partners screen, click  > Deactivate.
   
   
   
   

3. Click Yes, Deactivate it, when prompted to confirm.
   This deactivates the Partner. The Partner status is Inactive, indicating Partner is deactivated now.
   
   

   You can also activate the Partner, when needed, to allow access to Adeptia Connect by clicking  > Activate.

Editing a Partner details

You can modify the details of a Partner specified while adding a Partner. This might be necessary in the following situations:

• Partner details (name and email id) has been changed.
• Partner has moved from one Network to another. 
• Partner is self onboard and you want to configure EDI settings and parameters for a Partner.

You can edit details of a Partner in a deactivated state only. Therefore, before editing Partner details, you need to deactivate the Partner first. However, you can edit configured parameters value for a Partner without deactivating a Partner.

To edit Partner details:

1. Click Partners > Partners. 

2. On the Partners screen, click  > Edit.
   
   
   
   

3. Edit the details of the Partner from the Edit Partner window and click Save.

   To move Partner from one Network to another, select the Network from the Network.

Configuring Partner Parameters

You can configure parameters for a Partner if the Partner belongs to a Parameterized Network only.  

1. Click  to configure parameters. The list of all parameters of the selected Network appears.

2. Type a value with a forward slash (/) corresponding to the parameter that you want to use for the Partner.
   
   
   
   

3. Click Save.

Deleting a Partner

Delete a Partner to permanently remove from Adeptia Connect. All the Transaction of the Partner will get automatically deleted. You can only delete the Deactivated Partner. 

To delete a Partner:

1. Click Partners > Partners. 

2. On the Partners screen, click  > Delete.
   
   
   
   

3. Click Yes, delete it, when prompted to confirm.

Viewing the associated Agent's details

In Adeptia Connect, you have an option to associate an Agent Id with a Partner while creating the Partner. Once the Partner is created you can view the details of the agent associated with that Partner by following the steps below.

To view the associated Agent's details:

1. Click Partners > Partners. 

2. On a Partner, click  > Agent Details.

   

   The Agent details are displayed in on the Agent Management Portal screen that opens in a separate tab.
   

   You have the flexibility to change the name of the Agent Management Portal tab by configuring the property abpm.services.agentmanager.agentManagementPortalTabName. Refer to this page for more details on how to change the property value.