Product: Transaction Manager

What is the Partner List?

Simply put, the Partner List is a tool within Transaction Manager that associates the trading partner in Transaction Manager with the Customer ID or IDs within your business system.

Where is the Partner List?

Each trading partner record contains its own Partner List. To access the Partner List in Transaction Manager, select the partner from the Trading Partners workspace and then select Transactions > Partner List via the action bar.

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 when transactions are imported from your Enterprise Resource Planning (ERP) system into Transaction Manager: You will 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.

How to Set Up the Partner List

For a complete overview, refer to Transaction Manager User Guide > Adding, Changing or Deleting Partner Records.

Note: The partner name in your Partner List must match the name in your business system exactly (case and space sensitive). For example, if you are setting up with Amazon, and you have Amazon as 'Amazon Partner' in your business system, 'Amazon Partner' must be put in the Partner List.

Multiple Partner Records in your 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 or vendor #). This way, Transaction Manager would know the difference between the partner records.

Is there a Translation Parameter you want to use that's not listed in Step 2 of the Partner List? Contact TrueCommerce Support.

If you have multiple partners/customer IDs in your business system for your trading partner, refer to Transaction Manager User Guide > Defining Parameters for Multipartner Setup.

Transaction Manager: Understanding the Partner List