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 PIDX data and create business processes that comply with PIDX 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 PIDX trading partner. Required.
    Note: You may use part of a company name or DUNS in this field or use an indicator that references PIDX.
    Identity
    Unique ID used when you created an identity record for this PIDX 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 PIDX trading profile. Ensure that RN is selected. Required for PIDX.
    GLN
    Not used to implement PIDX. Leave this field blank.
    Delivery Channel
    Name of the delivery channel you created for this PIDX trading partner. This name must match the Name field of the delivery channel record. Required.
    Packaging
    Name of the packaging you created for this PIDX trading partner. This name must match the Name field of the packaging record. Required.
    Provider
    Third-party service provider name. Type PIDX (using lowercase letters). Required.
  5. On the PIDX Data page, complete the following fields and click Next:
    Field
    Description
    Role
    Role of this PIDX trading partner. Optional.

    Valid values are:

    • Responder – Receiving PIDX data
    • Initiator – Sending PIDX data
    RNIF Version
    Version of RosettaNet Implementation Framework being used by this PIDX trading partner. Select All from this field. Required.
    Location Code
    Location code for this PIDX trading partner. If this profile is associated with the partner receiving a PIDX message being built and delivered by Sterling B2B Integrator, the location code is used to fill in the locationID element under the messageReceiverIdentification element (inside the outbound Delivery Header).

    Depending on which partner initiated the PIP and the specific PIDX message that is built by Sterling B2B Integrator, the location code is also used to fill in the KnownInitiatingPartner/PartnerIdentification/locationID element inside the outbound Service Header, to indicate which partner initiated the PIP. Required for RNIF v2.00.

    Partner Location Code
    The partner location code for this PIDX trading partner. If this profile is associated with the partner receiving a PIDX message being built and delivered by Sterling B2B Integrator, the partner location code is to fill in the locationID element under the messageSenderIdentification element (inside the outbound Delivery Header). Depending on which partner initiated the PIP and the specific PIDX message that is built bySterling B2B Integrator the partner location code is also used to fill in the KnownInitiatingPartner/PartnerIdentification/locationID element inside the outbound Service Header to indicate which partner initiated the PIP. Required for RNIF v2.00.
    Classification Code
    PIDX classification code. Required.
    Supply Chain Code
    PIDX supply chain code. Required.
    Contact
    PIDX trading partner contact information. Required.
  6. The fields in the Business Processes page are not used to implement PIDX. 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.