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Creating a New Trading Partner

Creating a New Trading Partner

Owned by Gunjan Tulwani (Unlicensed)
Last updated: Feb 13, 2017 by Nitin Beri (Unlicensed)Version comment

This page lists the steps for creating a Trading Partner. 

Steps to create an EDI Trading Partner activity:

  1. On the Develop tab, go to Solutions > B2B > Trading Partner.





  2. Click Create New.




  3. Enter the name and description of the trading partner in the Name and Description fields.

  4. Select a project from the Project drop-down list for which you want to create an EDI partner activity.

  5. To configure Partner ID, expand EDI Configuration.

  6. Enter the partner group ID in the Partner ID field. This is a unique identifier for the partner.

  7. Enter the host id of your company in the Host ID field. This is a unique identifier for your company.

  8. Expand Inbound Group Control Number. All items under Inbound Group Control Number are displayed.

  9. Enter Last Used Interchange Control Number, Last Used Group Control Number and Last Used Transaction Control Number in their respective fields. These control numbers are used to validate the control number of the inbound EDI messages.

  10. Expand Outbound Group Control No. All items under Outbound Group Control No are displayed.

  11. Enter Last Used Interchange Control Number, Last Used Group Control Number and Last Used Transaction Control Number in their respective fields. These control numbers are used to generate the control numbers in the outbound EDI messages.

  12. Expand Contact Information. All items under Contact Information are displayed.

  13. Enter the Email ID and Phone Number of the trading partner in their respective fields.

  14. Click Save button. This displays a screen confirming that the EDI Trading Partner activity has been created successfully.