Product: Sage X3

Article Link: http://help.truecommerce.com/en/articles/8006239-sage-x3-configuring-partner-setup

In order for Transaction Manager to link your Trading Partner to your Sage X3's Business Partner (BP Customer) you'll need to configure the Partner Setup list within Transaction Manager.

Within Transaction Manager you'll want to assign your BP (Business Partner) code from the Sage X3's BP Customer's 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 X3 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 BP Customer Code into your Partner setup - you can do so by selecting the Add Partner button within the Partner Setup screen rather than sync.

Navigate: Common Data → BPs → Customers

Copy: Customer Code

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

Select: Add Partner

Enter: The Customer Code from Sage X3

If you need to split your Trading Partner EDI data into various BP Customers within Sage X3 - you can check out the below article for more information.

rev 6/13/2023