Trading Partner

The Trading Partner is a grouping component that improves how you can query EDI activity. The object groups all Clarify 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.

Business Use

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. Clarify 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. Clarify 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 Clarify. When using the Clarify 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 Clarify.

Process Summary

  • 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.