Custom trading partners

This chapter provides an overview of the major features for the handling of custom trading partner content that have been implemented in this release:

Changes of functional configuration

This new release introduces self-service features to access standard trading partner content and to upload custom trading partner content. The improvements include these features:

  • A new code list CustomTradingPartner for the custom trading partner codes
  • Self-service ability to download standard transformation style sheets
  • Capability to download standard print templates
  • Upload custom print templates to the Infor cloud
  • Download custom print templates from the Infor cloud

Implications for the usage of custom trading partner content

The usage of custom trading partner content implies these considerations:

  • Custom trading partner codes must now be stored separately from standard trading partner codes in the CustomTradingPartner code list. This is required for customers migrating from previous EDI Exchange versions.
  • Standard transformation style sheets can now be downloaded from the cloud to serve as a basis for the creation of custom EDI maps.
  • Standard print templates can be downloaded from the cloud and can be used as a basis for custom print templates. Custom print templates can be uploaded to the cloud as an off-site repository.
  • Customers can download specific custom print templates or download all their custom print content in a single zip file.

Custom trading partner codes

Custom trading partner codes are now stored separately from standard trading partner codes. There is a new code list CustomTradingPartner to define the custom trading partner codes.

For customers who are migrating from a previous EDI Exchange version, the data migration service does not convert the custom trading partner codes. These codes must be reentered after the data migration.

Download of standard EDI maps and upload of custom EDI maps

Customers can access Global > Transformation Style Sheets and download standard EDI maps directly from the cloud. These standard transformation style sheets can then be used as templates for the development of customized transformation style sheets. You can use the existing Style Sheets page to upload your customized transformation style sheets into the cloud.

Download of standard print content

There are two steps to download standard print content:

  • Access Global > Print Templates and download the standard print template.
  • Access Global > Print Dispatchers and download the corresponding dispatcher print template.
  • Access Global > Print Template Zip and download the standard print content in one step.

All standard print content is available in the On-Premises Print Agent folders through the synchronization process. If required, customers can download specific standard print templates from the cloud to use them as a template to develop a customized print template.

Customers can also download the dispatcher print templates to accelerate the development of their customized print template content. Each standard print template has a corresponding dispatcher print template. The dispatcher controls the routing of the template by trading partner code, standard or custom, template type, and sub-type. This information is used to select the correct template when print requests are processed.

Upload of custom print content

These are the steps to upload custom print content:

  • Access Printing > Print Templates and upload the custom print template.
  • Access Printing > Print Dispatchers and upload the corresponding dispatcher print template.
  • Access Printing > Print Translations and optionally upload the translations.

Customers can upload their custom print templates into the cloud. This can be done optionally. It is required that the custom print templates reside in the appropriate folders of their on-premises print client server.

This feature allows customers to securely store their custom print templates in an off-site repository in the cloud. Customers can also download their custom print templates from the cloud and restore their custom print content if required.

Note: Customized print templates are not automatically synchronized like standard print templates. We recommend that customers upload their custom print templates into the cloud.

Customers can also upload their custom dispatcher print templates into the cloud. The cloud can be used as an off-site repository from which they can download it when required. If customers upload their custom print templates into the cloud, they should also update the cloud with their custom dispatcher print templates.

If customers use translations of their customized labels, they can also upload their custom translations into the cloud.

Customers can access Printing > Print Resources Zip and download all their custom print content from the cloud in one step as a single zip file.