Product: Transaction Manager

Article Link: http://help.truecommerce.com/en/articles/2340594-transaction-manager-partner-missing-error

Error: Unable to export transaction. Error: "Partner missing from xxxx Partner Setup

Issue: When trying to export an inbound transaction from your Trading Partner you receive the error message 'Unable to export transaction. Error: "Partner missing from xxxx Partner Setup'

Reason: Your Partner List within Transaction Manager is not properly filled out

So, you’ve clicked Export in Transaction Manager and you're getting one of the following errors:

"Partner missing from xyz Partner Setup"
"Account ID not found"
"Trading Partner is not defined"
"Customer xx not found"

Now what?

There’s just one simple detail within the Trading Partner Setup that needs to be completed! Follow these steps to fix this error:

2. Select the Trading Partner from the list.

3. Click Translations in the Action Bar and select Partner List.
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4. Click Add Partner in the Action Bar. Enter your trading partner’s name in the field under EDI Partner. Note: This needs match the value you have in your ERP/accounting system EXACTLY! It is space and case sensitive. It shouldn't match how the name is being sent on an incoming PO.

5. Click Save in the Action Bar.

6. Try exporting again!

If you're receiving this error upon an import - it may be because some one mapped the [I: Account ID] token to a field with your Maps which is an Export only token.

The [I:Account ID] token is designed to translate a Trading Partner's information (such as their EDI ID, and Ship To Code or Vendor ID passed in the raw EDI) into an appropriate Business System Customer code specific to your system. It does this by performing a Cross-Reference against the Transaction and the Partner List and then providing that code.

On an Import however - Transaction Manager needs that Business System Customer Code provided to it, in order to search the same Partner List across all your Trading Partners in order to determine which Trading Partner to generate your Transactions for - as such it is unable to pull from a Partner List when it does not know which Trading Partner the document is for yet resulting in the error.

Instead, you should be mapping the data directly from the incoming data or utilize a Lookup Table from your Business System rather than trying to leverage the Partner List - this allows Transaction Manager to pull the data directly from your Business System which it can then use to populate the field.

If you’d like further information about the Partner List, check out the lessons located in the Integration Basics section of TrueCommerce University!

rev: 10/15/2024