Partner Groups

Partner groups are collections of individual trading partners. The system transfers trading partners from appropriate records in WM, as follows:

  • Ship From records in the WM are created as Consignor partner types. By default, all consignors are put into a generic All Consignors partner group
  • Ship To records in the WM are created as Consignee partner types. By default, all consignees are put into a generic All Consignees partner group.
  • Supplier/Vendor records in the WM are created as Vendor partner types. By default, all suppliers are put into the generic All Vendors group.
Additionally, facility address information is used to create Remit partner types. Also, for import loads, if any of the lottable fields include the word domestic or international, the system creates a new domestic or international trading partner type and groups them appropriately. Trading partners can belong to more than one group; you can create custom groups which include trading partners of any type. You should group partners based on how charges should be accrued for transactions associated with those partners.
Required?
You only need to create partner groups if you need to accrue charges differently depending on which trading partner is specified in a transaction.
Additional Information
After you create your Partner groups, you can assign them to Bill Groups. Bill groups are customer-specific and identify Partner groups, Carrier groups, and Item groups that will then be associated with the contract detail line. If a Partner group is specified n a Bill group, and that Bill group is used on a contract, the system will only use the associated event group and rate group when transactions occur for one of the partners specified in the Partner group.

Header Fields

Partner Group /
The name that identifies this partner group.
Description
The field used to describe this partner group.
Partner Type
Used to identify the current Partner Group by types.

Detail Fields

In the detail area of the screen, add each trading partner that belongs to this group.