Create an Identity Record for Your Trading Partner

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About this task

For each PIDX trading partner, you must create an identity record.

To set up an identity record for your trading partner:

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 an existing identity record that you created for your partner if available, and click Next.
  4. In the Information page, complete the following fields and click Next:
    Field
    Description
    Name
    Name of your PIDX trading partner. Required.
    Reference URL
    Internet address of your PIDX trading partner. Optional.
    DUNS
    Unique 9-13 character identification your PIDX trading partner number, as issued by Dun & Bradstreet Corporation. Required.
    Identifier
    Primary ID of your PIDX trading partner. Use DUNS number. Required.
    Address Line 1
    Conventional mailing address of your PIDX trading partner. Required.
    Address Line 2
    Additional mailing address information of your PIDX trading partner. Optional.
    City
    City where your PIDX trading partner is located. Required.
    State or Province
    State or province where your PIDX trading partner is located. Required.
    Zip or Postal Code
    ZIP Code or postal code where your PIDX trading partner is located. Required.
    E-mail Address
    E-mail address of your PIDX trading partner. Required.
    Telephone Number
    Telephone number of your PIDX trading partner. Required.
    Time Zone
    Time zone where your PIDX trading partner is located. Optional.
    Country or Region
    Country or region where your PIDX trading partner 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 of this trading partner.

Results

You are now ready to create a transport record for this PIDX trading partner.