Creating a Partner Definition

The partner definition contains the basic information about the trading partner that the system needs before you define the rest of the partner profile.

Before setting up a new partner definition, you must have the following information:

  • The communication profile name you use to communicate with this partner
  • The EDI code for this partner
  • The application code used to identify this partner in the import file
This application code is needed only if the transactions are processed using the file Import facility.

To create a partner definition, complete the following steps:

  1. Select Tools > Partner Editor.

    The system displays the Partner Editor Dialog Box.

  2. Click New.

    The system displays the Partner Definition (New/Edit) Dialog Box.

  3. In the Profile ID box, type a unique alphanumeric Profile ID for this partner.
    Note: Do not use special characters.
  4. In the Name box, type the partner name.
  5. In the EDI Code box, type the EDI identifier for this partner.
    Note: The system uses this identifier during inbound processing to select the correct partner.
  6. If necessary, in the Application Code box, type an application code to identify this partner.
    Note: The system uses this identifier during outbound import processing, to select the correct partner.
  7. Select the appropriate mailbox from the Default Mailbox list or click New Mailbox to create a new mailbox.
    Note: See the IBM® Sterling Gentran:Server® for Microsoft Windows Communications User Guide for more information about creating mailboxes.
  8. After you enter all the partner definition information, click Save.
  9. Click Exit to return to the Partner Editor dialog box.
    Notes: To complete the partner profile, you need to define an inbound or outbound relationship or both:
    • If you are receiving and processing information from this trading partner, you need to define an appropriate inbound relationship established.
    • If you are sending information to this trading partner, you need to define an outbound relationship.