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Webinar: Partner Setup Table

Learn about the Trading Partner setup process in Transaction Manager

Written by Anthony Hodge
Updated today

Product: Transaction Manager


About this Webinar

This session walks through the Trading Partner setup table in Transaction Manager. It explains why partner setup is required, how to enter partner values from an ERP, and how to configure translation parameters that determine which ERP account receives incoming or outgoing transactions.

The webinar highlights common errors, user permissions, and scenarios involving multiple accounts, defaults, and importing/exporting behavior. Common troubleshooting steps are also discussed.
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Session: Summer 2022

rev: 4/01/26

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