Product: Transaction Manager
This article is designed to help provide a basic understanding of how the Partner List works within the Transaction Manager Foundry App. For a complete overview, view the Partner List section for a step-by-step guide.
What is the Partner List?
Simply put, the Partner List is a tool within Transaction Manager that associates the Trading Partner with the Customer ID or IDs within your business system.
How does it work?
When a transaction is exported from Transaction Manager to your business system, the Partner List “tells” Transaction Manager which customer record the transaction belongs to. This is why the Customer ID (Trading Partner name) entered into the Partner List needs to match the Customer ID in your business system exactly (case, spelling and space sensitive).
The same is true for importing transactions from your ERP into Transaction Manager: you'll need to make sure the partner name is in the Partner List (aka Partner Setup). This way the partner will show up on an Import search.
What if I have multiple records for one Trading Partner in my business system?
No problem! You can easily add multiple Customer IDs into the Partner List, and create what we call a multipartner setup. All you would need is a Translation Parameter, a value that is being sent on each Purchase Order that is unique to each Customer ID (i.e. a location code, a vendor #). This way, Transaction Manager would know the difference between the partner records. If you have multiple partners/customer IDs in your business system for your Trading Partner, check out this guide for steps and guidance.
For more instructions on configuration, reference the below helpful quick links:
Modifying an EDI Partner Name Under Step 1 of the Partner List
Did you know that TrueCommerce Foundry can provide step-by-step guidance?
To start, click the Help Icon, select Guided Tutorials, and search for the “Partner List” tutorial! There are two guided tutorials: one for one partner record within your ERP and one for multiple records within your ERP.