Partners

A Partner is required for each external trading entity with which documents are exchanged.

A trading partner is an external originator or recipient of a Greentree document, For example, a customer or supplier. A partner object is required for each external trading partner.

Partners are created by Greentree Desktop when the Allow electronic document eXchange option is selected for the partner in AP Supplier Maintenance or AR Customer Maintenance.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Select Partner

Enable Processing

Select this option to enable or disable to determine whether or not to process documents for a Partner. If you select disable, any Profile usage rules that invoke this Partner's profiles will be also be disabled.

Partner Details

Edit Profiles

Select EDI Profiles to add or maintain existing profiles.

Partner ID

The Partner ID the Document Processor uses when it determines which profile to apply for incoming documents.

Partner Name

The Partner Name is not used by the Document Processor. It only displays in Greentree Desktop.

Originator Code

The code by which the external trading Partner knows your company. You can use this in electronic documents from the Data Map function.

Receiver Code

The code by which you identify your external trading Partner in electronic communications. You can uses this code in electronic documents from the Data Map function.