Product: Dynamics 365 for Finance and Operations

Article Link: http://help.truecommerce.com/en/articles/11107089-dynamics-365-for-finance-and-operations-new-partner-wizard

The New Partner Wizard is a built in tool provided with the TrueCommerce Extension that allows you to easily setup a new Customer Cross-Reference by following a few simple steps within the wizard with an included ability to copy over settings from an existing Customer Cross-Reference that's setup with an existing Trading Partner.

Accessing the New Partner Wizard

You can access the New Partner Wizard in the Customer Cross Reference screen using the New Partner Wizard button located on the top ribbon.

Navigate: Modules → EDI → Cross References → Customer Cross References

Select: New Partner Wizard

You can also access the New Partner Wizard while within the Unknown Trading Partners screen

Using the New Partner Wizard

Once the New Partner Wizard is open you can simply follow the guided steps to quickly configure a Trading Partner Customer Cross Reference.

Customer to Configure

The first step within the New Partner Wizard is linking your Dynamics 365 for Finance and Operations Customer Account with the EDI Trading Partner ID passed in from Transaction Manager.

Configuring Customer

You'll want to utilize the Customer Account dropdown to select from the list of existing customers.

Customer Account: Your Finance and Operations Customer Account code

EDI Trading Partner ID: The Trading Partner ID assigned within Transaction Manager's Partner Setup

Trading Partner to Copy From

Within the second step you have the option to select an existing Customer Cross Reference to copy the settings over from into your new one. Simply use the EDI Trading Partner ID dropdown under the Trading Partner to Copy From step to select a Customer Cross Reference to copy settings from.

This is an optional step - simply leave the dropdown blank to skip

Customer Options

Once you've arrived at step three you will have the most commonly modified settings to configure presented. You can leave them as Default or adjust each one as appropriate.

If you had Set a Trading Partner to copy settings from in Step 2 - then existing settings will be carried over onto this page

Item Lookup Method Settings
Item Cross References
ERP Item Lookup Type

Acknowledgement Settings
Create ACKs

Invoice Settings
Use EDI Invoices
Use EDI Free Text Invoices

Advance Ship Notices
Create Shipments
Auto-Create Shipment on WHS Shipment
Create WMS Shipment
Auto-Create Shipment on WMS Shipment

Finishing Setup

Once you've configured the desired settings you can select the Finish button to complete the wizard and your new Customer Cross Reference will be created.

You can now find and further modify your Customer Cross Reference within the Customer Cross References screen.