Editing a trading partner

Use this procedure to edit a trading partner.
  1. Select Administrative Functions > Manage Codes.
  2. In the input field of the Name column, specify TradingPartners and press Enter.
    Note: The entries are case-sensitive.
  3. Click the Drill down button in the TradingPartners line.
  4. Click Edit.
  5. In the Code List Properties table, click Drill down in the desired line to open the trading partner details.
    Note: To find a trading partner, click Name to sort the list.
  6. Review and specify this information, as appropriate:
    Name
    This field shows the name of the trading partner.
    Short Description
    This field shows a short description of the trading partner.
    Effective from Date
    This field shows the first day on which a record or a setting is valid. The settings are valid until the Effective to Date.
    Effective to Date
    This field shows the last day on which a record or a setting is valid. See Effective from Date.
  7. On the Values 1 tab, specify these fields, including the label types for the trading partner.
    Language Code

    Specify the language in which the documents are to be printed.

    Workflow Name
    This field shows the name of the workflow. You can select the workflow that is stored in the master data from the drop-down list.
    Master Label Type

    The master label is used on a transport handling unit that include inner packagings containing the same item. Normally, it provides information about the transport handling unit and the contained item.

    Select one of these label types:
    • VDA 4902 label (default)
    • AIAG B-10
    • AIAG B-3
    • Continental Label
    • Destination Label
    • ETI9 Label
    • Global Transport Label
    • Item Label
    • MAT Label
    • Mixed Load Label
    • No Label Type
    • Odette Label
    • VDA 4902 Label with Data Matrix Code
    Mixed Label Type

    The Mixed Label Type is used on transport handling units that include inner packagings of different items. Normally, it provides information about the transport handling unit, the supplier and the receiver. Sometimes, it provides a list of the contained items. This is especially the case when the label is used as a part of GTL implementations that use this information in a 2D barcode.

    Single Label Type
    Generally, the single label is used for a stand-alone inner packaging, which only contains one kind of item. It identifies the container and the item that is contained. According to VDA 4902, this label can also be used for containers for which no label is printed for the inner packaging.
    Waybill Type
    A waybill is a transport document that confirms a contract between a carrier and a transport buyer for the transport of goods. Types of waybills are, for example, air waybill, CMR waybill, or rail consignment note. You use master data codes to maintain waybill types.
    EDI Waybill Type
    An EDI waybill according to VDA 4912 is a waybill sent through EDI together with an ASN. It contains a summary of the ASN contents.
    Packing Slip Type
    A packing slip is a document created by shipping personnel that accompanies a shipment and lists the contents of the shipment. You use master data codes to maintain packing slip types.
    Country of Origin
    Select the check box to print the country of origin on the packing slip.
  8. On the Values 2 tab, specify this information:
    Mixed Load Label Type
    Unlike the Mixed Label this label is used to indicate a mixed transport handling unit. Usually, it only contains the MIXED LOAD caption, but no other information. It is used together with a Transport Handling Unit Packing List Label or a list of Mixed Master Labels.
    Caution: 
    This label must not be confused with the B10 and B16 labels. These are, in Shipping terminology, mixed labels.
    Mixed Master Label Type
    This label identifies a specific item as part of a transport handling unit. It is used for mixed outer packaging, and usually, multiple Mixed Master Labels are printed.
    Caution: 
    Different trading partners use different criteria to determine when a label to be printed. Usually, the label is used together with a Mixed Load Label or a Mixed Label.
    Quick Receive Label Type
    This label type facilitates the process that covers the receiving of shipments. It usually only contains the shipment or ASN number in the barcode format. It allows to receive a transport handling unit, shipment, or container by scanning a 1D barcode.
    Note: The quick receive label is printed as part of the printQuickReceiveLabelsTask. The Quick Receive Label Type setting is used to configure a shipper label, shipment label, or several transport handling unit labels for printing.
    Mixed Single Label Type
    Some trading partners require the delivery of more than one item in a single inner packaging. This requirement can be fulfilled by the use of virtual containers. In addition, the user will be required to select the Mixed Single Label type. The Mixed Single Label Type contains information about more than one item.
    Cost Item for Clause 92

    This field shows the cost item for the FIAT Chrysler Automobiles Clause 92 process. Based on the contract for the associated item, Clause 92 allows the supplier to request reimbursement for expendable packaging. This may be the case when returnable containers should have been used, but were not available.

    Note: The name of the item must match the name of the item in the ERP system.
    DUNS Number
    The Data Universal Numbering System number is a unique nine-digit code that is used to identify companies and group entities within an organization. It is issued at a company's request by the business information provider, Dun & Bradstreet.
    Destination Label Type
    This label is used per transport handling unit. It only provides the destination for the transport handling unit. It does not include any item information.
    Pack Label Type

    Inner packagings can contain different items, and they can contain packs. A pack usually contains a specific item. A pack can be labeled. For this scenario, a Pack Label is required.

    Example: A container contains a thousand screws, which are packed in twenty bags of fifty screws each. Each of the bags is labeled with a pack label, the container is labeled with a single label or a mixed single label.

    Pool Point
    This field shows the pool point name. Pool points help to minimize outbound freight costs by shipping shippers to local pool points and then deliver the product locally. This process reduces distribution costs to local outlets by minimizing the delivery distances and consolidating shippers into a master shipment.
    Minimum Status for Packing Slip Task Processing

    Select the minimum status that the document must have for printing.

    This list shows the available statuses.

    Note: The statuses are taken from the TaskProcessingForStatus code list.
    Status Description
    Shipped Shipment All the included shipments of the pro forma shipper or of the shipper that are currently available have at least the Shipped status.
    Released Shipment All the included shipments of the pro forma shipper or of the shipper that are currently available have at least the Released status.
    No Printing Mode The task cannot be processed.
    Staged Shipment All the included shipments of the pro forma shipper or of the shipper that are currently available have at least the Staged status.
    Complete Shipper For this shipper, the SyncCarrierRoute BOD has been processed. It has either the Complete or the Processed status. All the shipments included in the shipper have the Shipped status.
    Printable Shipper For this shipper, the SyncCarrierRoute BOD, SyncShipment BOD, and an optional SyncInvoice BOD have been processed. All of the shipments of the shipper have the Printable status. This status also allows shippers with the status of Complete to be processed.
    Proforma Invoice For this shipper, the SyncCarrierRoute BOD has been processed. It is either in the Complete or in the Processed status. The Priced status of the shipper is Priced via Proforma Invoice, Mixed Pricing or Priced via Invoice.
    Invoice For this shipper, the SyncCarrierRoute BOD has been processed. It is either in the Complete or in the Processed status. The Priced status of the shipper is Priced via Invoice.
  9. On the Values 3 tab, specify this information:
    Item Consolidation Mode
    This attribute determines how the elements of two containers are identified as being equal. Using this field you can define the trading partner-specific criteria that determine whether labels for mixed pallets are to be printed. Configuring the Item Consolidation Mode allows you to determine for each trading partner which shipment lines should be defined as positions of the same kind.
    • No Label Mode: Per shipper and shipment number
    • Per Item: Two items are considered equal if the item number is the same. All other properties are ignored
    • Per Item and Lot: Two items are considered equal if the internal item numbers and lots of these two items are the same
    • Per Item and Lot and Order
    • Per Item and Lot and RAN or Kanban
    • Per Item and Order
    • Per Item and RAN or Kanban

    Depending on this setting, a Master or Mixed label is printed for the pallet.

    Quick Receive Label Mode

    Select the label mode for the quick receive label type.

    This table shows the available label modes.

    Label type Description
    Quick Receive Label per Shipper The Quick Receive Label per Shipper mode is used to facilitate the receiving of shippers.
    Quick Receive Label per Shipment The Quick Receive Label per Shipment mode is used to facilitate the receiving of shipments.
    Quick Receive Label per Transport Handling Unit The Quick Receive Label per Transport Handling mode is used when the transport handling unit must be labeled with a Quick Receive Label.