General 1

Trading Partner

Create a Trading Partner code.  This is a 10-character alphanumeric field.  The trading partner is typically one defined once regardless of how many document types are transmitted.  The exception is if you purchase from and sell to the same company and therefore are using EDI with your customer and your vendor.

Partner Name:

Enter in the name of the Trading Partner. This is a free format field and the Trading Partner name does not have to be the same as the name in the A/R record.

Master Account

A/R

A/P

Select the A/R or A/P according to whether the Trading Partner is a customer (A/R) or supplier (A/P).  Browse and select relevant customer/supplier from SYSPRO.  An advantage of using the master account feature is that the customer stock code interchange needs to be defined against one customer only, in SYSPRO.

Document Format Number:

This is the document format number as used within SYSPRO. "0" is the default document format number to be used on sales orders.  If you wish to separate EDI documents from standard formats, a different format number may be selected here.  If this is done, an additional document format corresponding to this number, needs to be set-up within SYSPRO.

Allow any Document Format

Check this box to permit any stationery format to be used with this Trading Partner.

Sub-account Prefix:

In a master/sub environment, if your sub-accounts all have the same prefix, then enter that prefix here (e.g. if Target stores are prefixed with TAR, then enter TAR here).

Location Prefix:

If the Trading Partner uses a fixed prefix (e.g. their DUNS number) in front of all location codes, enter the prefix.  The prefix will preface the location numbers on outgoing documents.

Vendor Number:

Enter the account number assigned to you by the Trading Partner.  This can be taken off an incoming 850 document.

Master Trading Partner:

Used to link a Trading Partner to another trading Partner for cross-reference lookups

Account Addressing Information:

Select the type of account used for each shipping location.  This selection will normally conform to the Customers Setup in Accounts Receivable and is used for account select and the automatic creation of new "Ship-To Addresses" in SYSPRO.

Use EDI address

Select to only use the address as sent in on EDI incoming documents.

Use multiple Ship-To table

Select to use the multiple Ship-To tables within SYSPRO Accounts Receivable and in the EDI Cross-Reference system

Individual Accounts

Select for the system to select the customer attached to this Trading Partner

Master/Sub with Invoices to the Master

Select to use when the Customer is set to Master/Sub with invoices being sent to the Master Account.

Master/Sub with Invoices to the Sub

Select to use when the Customer is set to Master/Sub with invoices being sent to the Sub Accounts.

Use address on Account Record

Select to use the address on the A/R Customer Account Record.

Communications System Type:

Select the communications system type file from the below options.This is used when a communication system is used.  When using built-in FTP system or when using AS2, then select ANSI-X12.

Direct ANSI-X12/EDIFACT

Gentran for DOS

Gentran for Windows

Trading Partner PC

Harbinger STX

EDS Asset

Communications Path:

Used to link a Trading Partner to a Communication path which is set in Cross-referenceMmaintenance/Communications Paths.   Browse and select the Communication Path required.