Copying a Trading Partner
You can copy existing trading partner information to a new trading partner.
Enable the Copy Application Partners check box to copy associated application partners information to the new trading partner.
The following information is not copied:
- Application partner Alias Name; this record is unique to each application partner
- Contact information associated with the trading and application partners
- Trade links associated with the trading and application partners
To copy a trading partner
- In the Address Book navigator, click Internal > folder or External > folder to display the Address Book form, where folder is EDIFACT, TRADACOMS or X12.
- Select a trading partner from the Trading Partner list.
- Click copy.
The Copy Trading Partner window opens.
window opens. - Enter a new trading partner name in the Trading Partner Name field. The
other required fields vary depending upon whether you are copying X12, EDIFACT
or TRADACOMS.
- For X12 - You must select the new ISA Address
- For EDIFACT - You must change either the Interchange ID or the Routing Address
- For TRADACOMS - You must change the Trading Partner ID
- Change any information in the remaining fields, if required.
- Enable the Copy Application Partners check box if you want the existing application partner information copied to the new trading partner.
- Click Save.
The information is copied to a new trading partner and appears in the Address Book.