Partners

A partner is required for each external trading entity with which you exchange documents.

A trading partner is an external sender or recipient of a Greentree Desktop 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 on the AP Supplier Maintenance or AR Customer Maintenance forms.

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 process documents for a partner. If you don't select this option, any profile usage rules that invoke this partner's profiles are also be disabled.

Partner Details

Edit Profiles

Select EDI Profiles to add or edit existing profiles.

Partner ID

The partner ID that 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 form.

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 form.