Create Partner ID and Connect Partner Alias IDs

Outcome

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

• Partner

  Partner is a M3-defined identity of an internal or external trading partner on different hierarchical levels, such as customer ID, supplier ID, customer address ID and warehouse ID. A partner identity is used to translate itself into a partner alias identity. This is performed when an outgoing EDI message is created by using the API CRS886MI. Partner IDs are stored in the CPARTN table.

• Partner Alias

  A partner alias is an externally defined identity of a trading partner on different hierarchical levels, such as plant code, gate code and EAN location code. The partner alias identity is used to translate itself into a partner identity. This is performed when an incoming EDI message is received by using the API CRS886MI. Partner alias IDs are stored in the CPAALI table.

Before you start

• The conditions in Create Partner Type and Partner Alias Type must be fulfilled.
• Depending on the partner category to be used, settings in these functions must be done: (OIS038), (CRS610), (OIS002), (OIS004), (MNS100), (CRS008), (MMS005), and (CRS620).

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.