Product: Sage 300

Article Link: http://help.truecommerce.com/en/articles/7984477-sage-300-configuring-partner-setup

In order for Transaction Manager and Sage 300 to link your Trading Partner (Transaction Manager) with your A/R Customer (Sage 300) so they know which EDI connection pairs with what customer records within your system you'll need to configure the Partner Setup within Transaction Manager.

Within Transaction Manager you'll want to assign your Customer Number from the Sage 300 A/R Customers module into the Partner Setup of Transaction Manager to associate it with your Trading Partner for EDI.

You can easily add a new Trading Partner simply by using the Sync option of the Partner Setup screen which will allow Transaction Manager to ask Sage 300 for all its codes.

Simply select the desired codes (Ctrl + Click to select multiple) from the Partner Search and then select the Sync Selected option to add them.

Navigate: Trading Partners → (Partner) → Translations → Partner Setup

Select: Sync → Magnifying Glass (lower one)

Select: Sync Selected Business System Partners

Select: Done

If you'd like to manually add the Customer No into your Partner setup - you can do so by selecting the Add Partner button within the Partner Setup screen rather than sync.

Navigate: Accounts Receivable → A/R Customers → Customers

Copy: Customer Number

Navigate (TM): Trading Partners → (Partner) → Translations → Partner Setup

Select: Add Partner

Enter: The Customer Number from Sage 300

If you need to split your Trading Partner EDI data into various A/R Customers within Sage 300 - you can check out the below article for more information.

rev 6/6/2023