Creating a trading partner record from an existing record

A new trading partner record can be created by copying an existing record and then changing the fields that are specific to the new record.

  1. Select Supply Management > Supply Management Setup > EDI > Trading Partners.
  2. Select a trading partner record and select Actions > New From Selected.
  3. Continue modifying fields for the new trading partner record. At least one of these fields must be modified to create a unique trading partner record:
    • ISA Sender
    • ISA Receiver
    • GS Sender
    • GS Receiver
    • Transaction Set, including Process.
    • Standards Version
  4. Click OK.