Create a Profile Record

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About this task

To define the roles (that is, initiator or responder of data exchange) of each trading partner exchanging CIDX data and create business processes that comply with CIDX standards, you must create a profile.

To create a profile record:

Procedure

  1. From the Trading Partner menu, select Setup > Advanced > Profiles.
  2. Next to Create New Profile, click Go!
  3. On the Information page, complete the following fields and click Next:
    Field
    Description
    Name
    Name for the profile record to create for this CIDX trading partner. Required.
    Note: You may use part of a company name or DUNS in this field or use an indicator that references CIDX.
    Identity
    Unique ID used when you created an identity record for this CIDX trading partner. Required.
  4. On the Profile Definition page, complete the following fields and click Next:
    Field
    Description
    Profile Type
    Type of profile that must be used for data exchanged for this CIDX trading profile. Ensure that RN is selected. Required for CIDX.
    GLN
    Not used to implement CIDX. Leave this field blank.
    Delivery Channel
    Name of the delivery channel you created for this CIDX trading partner. This name must match the Name field of the delivery channel record. Required.
    Packaging
    Name of the packaging you created for this CIDX trading partner. This name must match the Name field of the packaging record. Required.
    Provider
    Third-party service provider name. Type cidx (using lowercase letters). Required.
  5. On the CIDX Data page, complete the following fields and click Next:
    Field
    Description
    Role
    Role of this CIDX trading partner. Optional.

    Valid values are:

    • Responder – Receiving CIDX data
    • Initiator – Sending CIDX data
    CIDX Version
    Version of RosettaNet Implementation Framework being used by this CIDX trading partner. Select 1.1 from this field. Required.
    Location Code
    Not used for CIDX.
    Partner Location Code
    Not used for CIDX.
    Classification Code
    CIDX classification code. Required.
    Supply Chain Code
    CIDX supply chain code. Required.
    Contact
    CIDX trading partner contact information. Required.
  6. The fields in the Business Processes page are not used to implement CIDX. Therefore, click Next to skip this page.
  7. Click Finish to add the profile record.

Results

You have now finished creating trading profiles and can create the appropriate contracts.