Trading Partners
- Megan Stanage (Unlicensed)
ECO allows you to coordinate business transactions with trading partners—a company's suppliers/vendors/carriers.
Trading partners can be accessed from the navigation menu:
- Procurement: Vendors
- Transportation Tendering: Carriers
- Price Management: Customers
Trading Partners List View
Select an option from the menu to display a list of currently configured trading partners. Use the Search field above the list to filter results.
Click New Vendor to create a trading partner.
Select a trading partner from the list to view a summary page with a more detailed overview.
Select a tab to view additional information:
The General tab displays basic information.
FIELD | DESCRIPTION |
Active | Displays whether this trading partner is active. |
Work Flow Edit | Displays whether the work flow is editable for this trading partner. |
Name | Displays the name of the trading partner. |
Description | Displays a detailed description for the trading partner. |
Website | Displays the trading partner's website. |
Logo Path | Displays the internal path to locate an uploaded logo. |
Primary Time Zone | Displays the time zone more frequently used by the trading partner. |
Address | Displays the trading partner's business address. |
The Contact Information tab displays primary and secondary contact information.
FIELD | DESCRIPTION |
Primary Email Contact Email | Displays the name and email address of the primary email contact. |
Primary Phone Contact Phone | Displays the name and phone number of the primary phone contact. |
Secondary Email Contact Secondary Email | Displays the name and email of the secondary email contact. |
Secondary Phone Contact Secondary Phone | Displays the name and phone number of the secondary phone contact. |
The Process Related tab displays general settings that affect processing within ECO.
FIELD | DESCRIPTION |
ASN Type | Displays whether the ASN structure for the trading partner is "Pack" or "No Pack." |
Default Transit Time | Displays the average number of product transit days for the trading partner. |
EAN | Displays the manufacturer code for the trading partner. |
Vendor Managed Inventory | Displays whether the inventory option is available for the trading partner to view inventory levels. |
Allow Consolidation | Displays whether the trading partner allows multiple POs on the same shipment. |
Allow Partial Confirmation | Displays whether this trading partner can override the Allow Partial Confirmation toggle that is set for the trading partner group. |
The Items tab allows a user to view and edit all items associated with a trading partner.
Use the Filters section on the left to filter the list.
Click Edit on an individual item row to open a pop-up window with more detailed item XREF configuration options.
FIELD | DESCRIPTION |
Item | Displays the vendor's item number. |
Host Item | Displays the host system's item number (if different from the vendor item number). |
Description | Displays a detailed description for the item. |
Note
If the trading partner type is set to Carrier, the Carrier Services tab displays as a fifth tab.
Click the Work Flow XREFs button to display work flow XREFs.
A pop-up window displays which work flow is being used by the current trading partner for each business transaction type.
You can override which work flow to use at a trading partner level, if desired. (Overrides can also be done at other levels.)