Adding a Trading Partner Alias

Customers may wish to add an alias to rename their trading partner to something more recognizable, for branding purposes or other reasons. When configured, the Trading Partner display name will instead show as the alias with the original partner name listed in parenthesis.

To add a Trading Partner alias in Transaction Manager:

  1. Select a trading partner for editing.

  2. Select Settings   on the action bar and then select Options. The Partner Options page displays in the Trading Partners workspace.

  3. Enter the desired name into the Alias field

  4. Select  Save on the action bar to save your changes.

    The Trading Partners workspace lists the newly-added alias name with the original partner in parenthesis. Likewise, when selecting the trading partner in the Transaction Manager Scheduler.


    On the Transactions Grid, the Trading Partner Name Alias column will list the newly-added alias name.



    The alias name is also be listed under the Trading Partners tab when creating a new transaction.

 

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