Trading Partners¶
Overview¶
A trading partner is identified by its GLN (Global Location Number). Beyond the GLN, each customer can be configured with its own sending profile, electronic address, order confirmation recipient, catalog, freight handling, and unit-of-measure conversion. Administrators and sales administrators configure partners on the Customer Card.
Identifying a Partner by GLN¶
The standard GLN field on the customer is the partner key. Incoming orders match the order's Sell-to Customer GLN to a customer's GLN to resolve the sell-to customer. The customer's Document Sending Profile decides which electronic document format and delivery method are used for outbound documents.
Use Assign PEPPOL Sending Profile to Eligible Customers on the setup page to set the PEPPOL sending profile on all customers eligible for PEPPOL billing at once. See Setup & Enabling.
Customer Card Fields¶
The Customer Card adds these Dynapro Electronic Documents fields:
| Field | Description |
|---|---|
| EDI Catalog | The product catalog this customer receives. See Product Catalogs. |
| Add Freight Charge | Adds a freight charge line to sales documents for this customer. |
| Convert UoM to Sales UoM | Converts the unit of measure in the EDI file to the item's sales unit of measure for this customer. |
| Override Default Electronic Address Scheme | Overrides the electronic address scheme and address for this customer. |
| Custom Electronic Address Scheme | The custom electronic address scheme, when override is on. |
| Custom Electronic Address | The custom electronic address, when override is on. |
Order Confirmation Configuration¶
Configure how order confirmations reach the customer:
| Field | Description |
|---|---|
| Order Confirmation Sending Profile | The sending profile used for order confirmations. |
| Email for Order Confirmation | The email address for order confirmations. |
| EDI Order Confirm. Recipient | Which party receives the confirmation: from the EDI file, the sell-to, bill-to, or ship-to. |
See Order Confirmations & Despatch Advice.
Vendors¶
For outbound EHF purchase orders, configure the vendor:
| Field | Description |
|---|---|
| GLN | The vendor's Global Location Number, validated with the GLN check digit. |
| Use GLN in Electronic Documents | Uses the GLN as the vendor's electronic address in outbound documents. |
Electronic Address Schemes¶
By default a customer's electronic address is derived from the standard settings. When Override Default Electronic Address Scheme is on, the app uses the Custom Electronic Address Scheme and Custom Electronic Address instead. This is useful when a partner requires a specific scheme that differs from the default.