Table of Contents

Search

  1. Preface
  2. Document Processing
  3. Operation Console
  4. Partners and Profiles
  5. On-Boarding Checklists
  6. Endpoints
  7. MFT Connections
  8. MFT Web Users
  9. Events
  10. Event Monitors
  11. Reconciliations
  12. Event Resubmission
  13. Audit and Authorization
  14. Advanced Exception Handling
  15. Dashboard and Reports
  16. Service Level Agreement Management
  17. Glossary

Partner and Profile Setup Prerequisites

Partner and Profile Setup Prerequisites

Before you can set up customers as partners in B2B Data Exchange, you need information about the organization and requirements. To process documents for partners, you also need information about the transformation objects that are involved with processing these documents.
The following table includes the information that you need to set up a profile:
Type
Description
Workflow Name
Name of the PowerCenter workflow to use when you process documents for each partner.
Processing Requirements
Specific requirements for running the profile. These can include acknowledgement requirements or whether a profile runs in test mode or production mode.
Event Hierarchy Documentation
Outline of the events that should be generated when the documents are processed. When you view these events, the event hierarchy documentation can help you interpret the events and determine how to resolve errors.
Delayed Processing Rules
Rules and conditions for delaying events. Delayed processing might be required if documents must be processed in groups, or when processing large documents may take a long time.
The following table includes the information that you need to set up a partner:
Type
Description
Customer Name
Name of the customer. This name is used as the partner name in B2B Data Exchange.
Departments
List of customer departments that need to send or receive documents. Each department name is used as an account name in B2B Data Exchange.
  • A partner must include at least one account.
  • You can define more than one account for a single partner.
Processing Requirements
Specific instructions or rules for processing documents. These can include requirements such as sending acknowledgements at specific time intervals.

0 COMMENTS

We’d like to hear from you!