EDI Trading Partner Group Maintenance

Menu Path: Electronic Data Interchange Images\bluerarw.gif Module Setup Images\bluerarw.gif EDI Trading Partner Group Maintenance

Purpose

Set up and maintain EDI trading partner groups.

Overview

Use EDI Trading Partner Group Maintenance to create, update, and delete EDI trading partner groups, which are groups of EDI trading partners. EDI trading partner groups can be used to filter EDI data, or to export EDI data for multiple trading partners (e.g., 832s, 846s, etc.).

Creating EDI Trading Partner Groups

To create an EDI trading partner group:

  1. Click the New button in the ribbon.

  2. Enter a name for the EDI trading partner group in the Trading Partner Group field.

  3. Enter a description of the EDI trading partner group in the Description field.

  4. Enter a trade ID or trade ID name of a trading partner you want to add to the EDI trading partner group in the Trade ID or Trade ID Name field.

  5. Click the Add button.

  6. Repeat steps 4 to 5 for all trading partners you want to add to the EDI trading partner group.

  7. Click the OK ribbon button. The EDI trading partner group is created.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the EDI Trading Partner Group Maintenance window.

New

Click this button to create a new EDI trading partner group.

Update

Click this button to update the selected EDI trading partner group.

Delete

Click this button to delete the selected EDI trading partner group.

OK

Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

First

Click this button to display the first EDI trading partner group.

Prev

Click this button to display the previous EDI trading partner group.

Next

Click this button to display the next EDI trading partner group.

Last

Click this button to display the last EDI trading partner group.

Fields and Buttons

Field or Button

Description

Trading Partner Group

Enter the name of the EDI trading partner group, or click the Lookup button to select an existing EDI trading partner group.

Description

Enter a description of the EDI trading partner group.

Main Tab Fields and Buttons

Field or Button

Description

Trade ID

Enter a trade ID you want to add to the EDI trading partner group, or click the Lookup button to select a trade ID.

Add

Click this button to add the entered trade ID to the EDI trading partner group.

Trade ID Name

Enter a trade ID name you want to add to the EDI trading partner group, or click the Lookup button to select a trade ID name.

Remove

Click this button to remove the trading partner selected in the Selected Trading Partners grid from the EDI trading partner group.

Remove All

Click this button to remove all trading partners from the EDI trading partner group.

Selected Trading Partners

This grid displays trading partners included in the selected EDI trading partner group.