Create Partner ID and Connect Partner Alias IDs

This document explains how you create a partner and a partner alias repository. This is used in Customer Delivery Scheduling (CDS), among others.

Outcome

You have created a partner repository and a partner alias repository.

Before you start

Follow these steps

Create a partner ID

  1. Start 'Partner Repository. Open' (CRS885). On the P panel, select Yes (1) in the 'Default partner higher level' field.

  2. On the B panel, select sorting order 1 to enter new records.

    Sorting orders 2 and 3 display partner ID and its higher level and sub-levels.

  3. Select panel sequence E 1. 1=Partner alias (CRS886).

  4. Select a partner type and define a partner ID. Depending on the selected partner category in (CRS883), the following fields will be displayed for entering identities for a partner:

    Partner category Field 1 Field 2 Field 3 Retrieve data from:
    01 Division     (MNS100)
    02 Facility     (CRS008)
    03 Warehouse     (MMS005)
    10 Business Chain     (OIS038)
    11 Customer     (CRS610)
    12 Customer Customer Address   (CRS610)(OIS002)
    13 Customer Customer Addresses Delivery Specification (CRS610)(OIS002)(OIS004)
    21 Supplier     (CRS620)
  5. Open the E panel. The 'Partner ID higher level' field will be displayed for the following partner categories.

    11 = Customer

    12 = Customer address

    13 = Customer delivery specification.

    This field starts 'Business Chain. Open' (OIS038). Select the partner ID on the next higher level to attach to your partner ID.

    A default partner will be proposed if you have activated the 'Default partner higher level' field on the (CRS885/P) panel.

  6. Click Next to create a partner ID.

  7. The next step is to connect a partner alias ID in 'Partner Alias Repository. Connect' (CRS886).

    If you have connected a partner type to a partner alias type in (CRS884), then (CRS886) will start when you click Next in (CRS885).

    If you have left this field blank, you start (CRS886) with option 11='Partner alias' on the (CRS885/B) panel.

Create a partner alias ID and connect to partner ID

  1. On the (CRS886/B) panel, select a partner alias type to connect to the partner ID.

    Settings in the 'Partner type' field in (CRS884) determine what you can select here.

    If you have filled in this field with a partner type, then you can only connect this partner alias type to a partner ID with this partner type defined.

    If you have left this field blank, then you can connect this partner alias type to any partner ID, regardless of the partner type connected.

  2. Enter a partner alias ID.

    Settings in the 'Partner alias category' field in (CRS884) determine the allowed numbers of partner alias IDs. The second digit of the partner alias category indicates the number of partner alias IDs used. One, two or three alias IDs are allowed.

    Settings in user-defined fields 1, 2, and 3 in (CRS884) determine the headings for this (these) fields.

  3. Click Next to open the E panel. There is nothing to fill in. Click Next again to connect a partner alias ID to a partner ID.

Parameters to set

Program ID/Panel Field The field indicates …
(CRS885/P) Default partner higher level

… whether the default partner should be retrieved from a higher level. If the partner category is set to 12 or 13, the default partner will be retrieved from next level above.

You must select Yes (1).

(CRS885/B) Partner type The partner type is used to control the category of a partner ID.
(CRS885/B) Partner ID

… the M3 internal identity of a trading partner.

A partner ID is used to identify internal or external trading partners.

Partner ID normally identifies the top level identity in a hierarchy of trading partners. The level below partner ID is partner ID sub-level 1.

(CRS885/E) Partner ID higher level

… the M3 internal identity of a trading partner on a higher hierarchical level.

A partner ID is used to identify internal or external trading partners.

A partner ID on a higher level normally has no further identities attached to it on even higher levels. The closest level under partner ID higher level is partner ID sub-level 1.

(CRS886/B) Partner alias type

… the partner alias type, which is used to set parameters that control how partner aliases are managed in (CRS886).

Settings in the 'Partner type' field in (CRS884) determine what you can select here.

If you have filled in this field with a partner type, you can only connect this partner alias type to a partner ID with this partner type defined.

If you have left this field blank, you can connect this partner alias type to any partner ID, regardless of the partner type connected to it.

(CRS886/B)

Partner alias

Partner alias 1

Partner alias 2

… the partner alias identity of a trading partner.

A partner alias ID normally identifies the top level in a hierarchy of trading partners. The level below the partner alias ID is partner alias sub-level 1.

Settings in the 'Partner alias category' field in (CRS884) determine whether you can have 1, 2 or 3 partner alias IDs.

Settings in user-defined fields 1, 2 and 3 in (CRS884) determine the headings for this (these) fields.

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