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

  1. In the Address Book navigator, click Internal > folder or External > folder to display the Address Book form, where folder is EDIFACT, TRADACOMS or X12.
  2. Select a trading partner from the Trading Partner list.
  3. Click copy.

    The Copy Trading Partner window opens.

    window opens.
  4. 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
  5. Change any information in the remaining fields, if required.
  6. Enable the Copy Application Partners check box if you want the existing application partner information copied to the new trading partner.
  7. Click Save.

    The information is copied to a new trading partner and appears in the Address Book.