Adding and Editing XML Trading Partners

Before you can create transaction maps, add the XML trading partners with whom you are doing business to the Trading Partners Tree in the mapping utility. The Trading Partners Tree is a way to organize your trading partners and their associated transaction maps.

The trading partners display in the tree in the order that you add them. The system validates any trading partners you enter against the entity records in Eclipse. You can only enter customers or vendors that have a record defined within Eclipse.

To make any changes to an XML trading partner's profile, access the customer or vendor record within Eclipse. To edit the name of the trading partner in the Trading Partner Tree within the mapping utility, use the instructions below.

If a trading partner in the tree does not have any transactions defined, the system deletes the trading partner from the tree when you exit the mapping utility.

Note: Editing a trading partner name is transaction map specific. That is, you can use the editing function to move a transaction map to a different trading partner in the tree. For additional information, see the procedure below.

To add an XML trading partner in the mapping utility:

Access the Business Connect XML mapping utility.
From the File menu, select New Trading Partner to display the Trading Partner dialog box.
Enter the name of the customer or vendor defined in Eclipse that you want to add as an XML trading partner.

You can also enter the entity ID or the first few letters of the name and click the arrow to search for the customer or vendor.

Click OK to add the trading partner to the Trading Partners Tree on the left side of the main window.

The system validates the trading partner you entered against the existing customer and vendor records. If a match is not found, No Entity Found displays.

To edit the name of an XML trading partner in the mapping utility:

Access the Business Connect XML mapping utility.
Right-click a transaction in the Trading Partner Tree and select Edit Transaction Map to display the transaction map.
From the Edit menu, select Edit Trading Partner to display the Edit Trading Partner dialog box.
Enter a new trading partner name and click OK.

The system renames the trading partner, and places the selected transaction under the new name in the Trading Partner Tree, and removes it from the original trading partner name.

Note: The system validates the trading partner you entered against the Eclipse customer and vendor records. If a match is not found, No Entity Found displays.