Onboarding partners by using form

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A partner profile maintains partner-specific information.

Procedure

  1. In webMethods B2B Integration, from the side navigation menu, click Connections > Manage partners.
  2. Click Add partner and select Onboard using form.
    In the Onboard partner dialog, add the partner details and click Save.

    The identity must be a unique combination of Identity type and Identity value. For a list of ID type mapping for EDI documents, see Reference Information on ID type Mapping.

    A partner profile is created.
  3. Click the appropriate card to add the partner details.

What to do next

You can view a partner's details, transactions in the last 24 hours, and communication information on the Partner profiles page. To export the transactions of the last 24 hours or to view in full screen, click Overflow menu on the Today's transactions tile and choose the action.

When synchronizing partner profiles, if a partner profile with the same ID and organization name exists, a duplicate partner profile entry is not created. The General category in the Activity logs page logs a message about the duplicate partner profile.