The Trading Partner is a grouping component that improves how you can query EDI activity. The object groups all Studio objects used for inbound and outbound processing based on individual trading partner identification.
Once created and defined, it serves as the parent group containing all related Routes and EDI Envelopers for a particular trading partner.
Typically, Accounting Departments need monthly reports showing all document transactions for your strategic trading partner. You may need to produce reports showing all 810s, another showing all 850s, and yet another showing all 997s. The CIC Studio uses the Trading Partner object to group and identify every inbound and outbound object used to process partner documents, allowing you to meet the Accounting department’s reporting requirements.
How the Object Works
Inbound EDI Routes and EDI Enveloper objects can reference a Trading Partner object. Studio groups every Route and EDI Enveloper object under a name that’s provided when you create the Trading Partner object. Defining this simply creates an identifier - some type of name or label – which supports reporting in CIC. When using the CIC Project Generator, Trading Partner objects are automatically created and referenced from the applicable child objects.
Note: It is recommended to create a Trading Partner object for each trading partner project in your Studio workspace.
- Create the object.
- Define it by providing a name in its editor.
- Reference the name from related Route or EDI Enveloper object(s).
Note: Trading Partner objects can also be created directly from these editors.
Creating Trading Partners (object)
Create Trading Partner objects to group your Routes and EDI Enveloper objects under a common name.
- Select File | New | Trading Partner from the main menu bar. The New Trading Partner window appears.
- Provide the Source folder, Package, and Name.
- Click Finish. An editor appears.
You can also use the Wizard to create this object. Click New to select the object.
Defining Trading Partners (object)
Defining this object assigns a name to all related Routes and EDI Envelopers for a particular trading partner.
These steps take place in the Trading Partner editor.
- Type the trading partner name in the Description field. When referencing from a Route or Enveloper object, this specific Trading Partner object name will be an available option. Some naming conventions may apply.
- Click Save to complete this task.
Next: Assign this object (trading partner name) to the related EDI/ApplicationRoute and EDI Enveloper object(s). You can also directly create the Trading Partner object from within either of these object's editors.