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:
- Click Partners > Partners.
On the Partners screen, click > Edit.
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.This update details of the Partner.
If you are editing details of a self onboarded Partner, you can configure EDI settings and parameters for the Partner.
Configuring EDI Settings
In order to send or receive EDI data from/to the Partner, select Configure EDI Settings check box. Three groups - EDI Configuration, Inbound Global Control Numbers, and Outbound Global Control Numbers appear.
- Click to expand EDI Configuration.
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.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.- Click Save.
This updates the details of an EDI Partner.
Configuring Partner Parameters
You can configure parameters for a Partner if the Partner belongs to a Parameterized Network only.
Click to configure parameters. The list of all parameters of the selected Network appears.
Type a value with a forward slash (/) corresponding to the parameter that you want to use for the Partner..
This configures the parameters for a Partner.