Configuring a Trading Partner

After creating a new trading partner account, submit change requests and documents.

After adding a new trading partner account, you can set up a Smart Template and other configuration steps. At this stage, your trading partner will move from a status of "New," to "Validation Required" or "Validation in Progress." 

Note: For definitions of customer (or vendor) statuses, click here.

Configuration Process Overview

This process involves the following steps. Click on the step for instructions.

1. Submitting an Initial Change Request

2. Submitting Test Documents

3. Verifying Test Documents

4. Submitting Subsequent Change Requests (if subsequent changes are required)

When these steps are completed and everything is working as expected, you can move the trading partner to production by following instructions here.