Synchronizing EDI Partners
The Partner List Sync control can be used to retrieve EDI partner codes by reaching out to your integrated Enterprise Resource Planning (ER) system via direct-link or framework connection.
Since the partner codes in your Partner Setup table must be exactly the same as those in your business system, synchronizing with your ERP will be quicker and more accurate than manually filling them out in the grid.
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NOTE The Sync control is only available for systems that are directly connected. For flat-file integration, you will need to fill out your partner records manually or import them from an external file. |
To synchronize EDI partners:
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Select a trading partner for editing.
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Select Translations on the action bar and then select Partner List from the dropdown options. The Partner Setup displays in the Trading Partners workspace.
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Click the Sync control on the action bar to launch the Partner Sync page. Any partner codes you already have in the Partner Setup table will be listed on the left side of the split grid.
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Use the Partner Search fields to filter which partner codes you want retrieved from the ERP. Refer to the Platform User Guide to learn more about using the search panel in Foundry.
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Click the control in the panel to apply your search criteria. The records found in your ERP will be listed on the right side of the split grid.
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To align your Partner Setup table with your ERP, select one or more of the ERP partner codes listed on the right side panel and then click Sync Selected Business System Partners (or Sync All Business System Partners) on the grid control bar.
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Once the selected records have been copied to the left panel, click Done on the action bar to exit the Partner Sync page.
The imported partner codes are added to the Partner Setup table for this trading partner. -
Click Save on the action bar to save your changes.
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If needed, set the translation parameters for multiple partner accounts.
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