Create an Identity Record for Your Organization

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About this task

When setting up your trading profile, consider that your organization is the base identity. Every trading partner is represented by at least one record, called an identity. An identity record describes the trading partner and contains information referenced when a business process involving the trading partner is run. A trading partner can have more than one identity to represent the different ways it does business. For example, a company's central office procurement organization might be radically different from its manufacturing supplies procurement organization. In such cases, you need a separate identity record for each organization.

A base identity is a regular identity that you can use as a starting point to create a new identity. The base identity maintains a link to the identity that inherited its properties. If you modify the base identity, all related identities (that is, ones that inherited the base identity properties) change, as well. When you create an identity record using a base identity, everything in the new identity is the same as in the base identity, except the identity name, description, and other unique parameters, such as unique identification numbers.

You must create an identity before you can create a transport, document exchange, delivery channel, packaging, profile, and a contract when necessary. Each of these components references an identity.

Note: If you link one or more identities to a base identity and then add or modify anything related to the base identity, that change is propagated to all identities linked to the base.

To create an identity record:

Procedure

  1. From the Trading Partner menu, select Setup > Advanced > Identities.
  2. Next to Create New Identity, click Go!
  3. In the Base Identity page, for Select Base Identity, you may select the name of the identity record that you created for your organization if available, and click Next.
  4. In the Information page, complete the following fields and click Next:
    Field
    Description
    Name
    Name of your organization. Required.
    Reference URL
    Internet address of your organization. Optional.
    DUNS
    Unique 9-13 character identification number of your organization, as issued by Dun & Bradstreet Corporation. Required.
    Identifier
    Primary ID of your organization. Use DUNS number. Required.
    Address Line 1
    Conventional mailing address of your organization. Required.
    Address Line 2
    Additional mailing address information of your organization. Optional.
    City
    City where your organization is located. Required.
    State or Province
    State or province where your organization is located. Required.
    Zip or Postal Code
    ZIP Code or postal code where your organization is located. Required.
    E-mail Address
    E-mail address of your organization. Required.
    Telephone Number
    Telephone number of your organization. Required.
    Time Zone
    Time zone where your organization is located. Optional.
    Country or Region
    Country or region where your organization is located. Optional.
    VAT ID
    The VAT transaction tax identifier. Optional.
    Note: When you add VAT IDs to an identity, an associated permission ID is created, and the user is assigned that permission ID.
    Internet Notification E-mail
    The internal e-mail address to which you want error notifications to be sent. Optional.
    Lookup ID
    The identifier used to look up the agreement. Optional.
    Lookup ID Comments
    Any comments regarding the identifier used to look up the agreement. Optional.
    Include ISO20022 Extensions
    Whether to include ISO20022 Extensions. Default is unchecked (do not include the extensions). Optional - currently used for SWIFTNet only. If you select this parameter, the ISO20022 page is displayed.
  5. Click Finish to add the identity.