Assigning Multiple Accounts to Customer Group IDs

Use the Multiple Accts Maintenance screens in EDI Trading Partner Profile Maintenance to assign multiple customer bill-to accounts to the same trading partner group profile.

For example, a large corporation might have multiple customer accounts, which all use the same trading partner profile.

Set up a trading partner group profile for one customer account. Then use the following procedure to specify the additional customer accounts that use this profile.

To assign multiple customer accounts to customer group IDs:

Display a trading partner profile on the EDI Trading Partner Profile Maintenance screen.

Note: If prompted, log on to the character-based system.

To change the column heading in the group information section to Customer Name, use the View hot key.
Position the cursor on the customer account name and use the Multiple Bill-To Accts hot key to display the Multiple Bill-To Accts Maintenance screen.

The screen displays the following information:

Field	Description
Customer Name	Name of customer account.
BT	Displays an asterisk (*) if customer is a bill-to account.
ST	Displays an asterisk (*) if customer is a ship-to account.
PT	Not used for customers.
SF	Not used for customers.
BT Acct#	Internal account number for a bill-to customer or the bill-to customer associated with the ship-to account. Note: Assign a bill-to account if you plan to send EDI invoices to this customer. To automate batch processes for EDI, see Defining Customer Invoice Printing Options.
ST Acct#	Internal account number for a ship-to customer.

In the Customer Name column, position the cursor on a blank line and enter the name of another customer that uses the same trading partner group profile.

The system populates the remaining fields for that customer.

Use the following hot keys, as needed:

Hot Key

Description

Export

Downloads the screen information and the Receive/Send codes in a .csv spreadsheet format to open in a spreadsheet program, such as Excel.

Press Alt+X and browse your desktop to enter the file path and file name to save the file for later management.

Import

Import additional customers and their current Receive/Send codes.

Press Alt+I to browse your desktop and select the file to import into the system. The import does not overwrite existing data. If any import errors occur, such as duplicate entries, the system sends a user message and a report to Your Hold File for review.

File requirements:

The file must be a comma-separated file (.csv format).
Column headers expected by the import utility: Entity Name, BT/PT, ST/SF, Receive Code, and Send Code.
The ST/SF column cannot be blank.

To add additional customers, repeat step 4.
Press Esc to save the data and exit the screen.