Creating a Trading Partner Automatically

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When you process a file with EDI Exchange the sender's ID is compared to the trading partners on file. If the trading partner does not exist you have the opportunity to create a rudimentary new trading partner record. Now you have the choice to either create this new record, process the file without the trading partner record or to abort the operation.

NewTradingPartner

The "New Trading Partner" dialog box

If you abort the process, you still will get the EDI file analysis.

NewTradingPartner2

EDI compliance check results after further processing was aborted.

Files without a valid trading partner will be placed into the "suspended files" directory. The final action taken after the analysis is recorded at the end of the results.

NewTradingPartner3

This file's processing was aborted. The file was moved to the suspended files folder