An EDI trading partner profile contains the following information necessary for you to exchange EDI documents with the designated trading partner:
Trading partner name, ID, EDI standard, and ISA version used.
ISA envelope defaults and other miscellaneous information.
Trading partner group profile information.
Each customer or vendor with whom you have an EDI relationship must be assigned to a trading partner profile.
To create a trading partner profile:
From the System > System Programming > EDI > EDI Maintenance menu, select EDI Trading Partner Maintenance to display the EDI Trading Partner Profile Maintenance screen.
Note: If prompted, log on to the character-based system.
Enter additional information, as needed, in the following trading partner information tables:
Internal Account Number - The account number your vendor uses to identify your company and its branches.
EFT Account Information - Information specific to the trading partner's and your company's banking information. You need to set EFT account information only if your company creates an EDI 820 (EFT) payment.
Alternate Remit-To Account - A remit-to account to a payable that is different than the account that is associated with the ship-from account.
Override Send ID - Trading partner IDs used instead of the IDs specified in the EDI Outgoing ID control maintenance record.
Ship Via Information - Transport type codes used instead of the ship via defined in the purchase order, to send in an 850 Purchase Order document to your vendor.
Unknown UOM Processing - Unit of measure to use when a trading partner's UOM is unknown. You can use a system default or create a cross-reference table for the customer or vendor units of measure and the system units of measure.
User Defined Information - Additional information that custom mappers use at the trading partner level. For example, if your trading partner is Kohler, enter your Kohler account number to use with the Kohler mapper.
Note: If information for a trading partner has been defined in any of these tables, the Active Information Tables field at the top of the EDI Group Profile Maintenance screen displays Yes. Otherwise, it displays No.
To flag the message system to ignore the control numbers the trading partner sends, use the Ignore Ctrl#'s hot key.
The system sends a message to the users in the EDI.ADM message group each time a control number is received out of sequence. An asterisk (*) displays to the left of the hot key name if EDI is to ignore out-of-sequence ISA control numbers.
Press Esc to save the trading partner profile and clear the screen.
See Also:
Trading Partner Profile Overview
Deleting Trading Partner Profiles