Create a Basic Trading Partner Profile using FTP

You can create a basic trading partner profile by using FTP.

To create a basic trading partner profile using FTP:
  1. From the Administration Menu, select Trading Partner > Basic.
  2. Under Create Trading Partner, Select Type of Exchange, select General Document and click Next.
  3. Specify the Trading Partner Information.
    On the Identity page, enter the following trading partner information and click Next:.
    Trading Partner Information Field Description
    Name Name of the trading partner for which you are creating the identity record. Required.
    Identifier Primary ID that identifies this trading partner. This can be a Data Universal Numbering System (DUNS) number, EDI interchange ID, e-mail address, or another unique string. Required.
    Address Line 1 Conventional mailing address of this trading partner organization. Required.
    Address Line 2 Conventional mailing address of this trading partner organization. Optional.
    City City where this trading partner is located. Required.
    State or Province State or province where the organization of the trading partner represented by the identity is located. Optional.
    Zip or Postal Code ZIP code or postal code where this trading partner is located. Required.
    E-mail Address E-mail address of the trading partner. Optional.
    Telephone Number Telephone number of the trading partner. Optional.
    Time Zone Select a time zone from the list. Optional.
    Country Select a country from the list. Optional.
  4. On the Protocol page, select FTP and click Next:.
  5. Specify the Communication settings.
    On the Communications page, enter the following information and click Next:.
    Communications Field Description
    End Point IP IP address that the server monitors for incoming sessions. Valid value is a valid IP address. Optional.
    End Point Port IP port that the server monitors for incoming sessions. Valid value is a valid port number. Optional.
    Directory Name of a directory on the trading partner's server where outbound data is stored for pickup. Used for outbound sessions. Optional.
    Protocol Mode Mode or method that will be used by the protocol (FTP). Required. Valid values are:
    • PUT – Send data to the remote party when making an FTP connection
    • GET – Receive data from the remote party
    Document Document to be retrieved for selected protocol mode. Optional, if PUT is selected.
    Note: If you selected GET as the protocol mode, the document you specify must exist on the remote trading partner's FTP server.
    Note: Each document (file name) that you GET from the remote trading partner FTP server requires a separate profile.
    User ID Unique ID associated with a transport record, from the FTP server you are communicating with. Required for FTP.
    Password Password from the server that you are communicating with. It authenticates the user ID. Required for FTP.
  6. On the Confirm page, review the trading partner information and click Finish.
  7. Review the default information that is created
    Click any of the default record names to edit, or click Return to continue.
    Record Type Default Record Name
    Transport transport_identityname_timestamp
    Document Exchange docexchange_identityname_timestamp
    Delivery Channel delivchan_identityname_timestamp
    Packaging packaging_identityname_timestamp
    Profile profile_identityname_timestamp