Table of Contents

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  1. Preface
  2. Product Overview
  3. Security
  4. Applications
  5. Partner and Account Information
  6. Events
  7. Event Archiving
  8. User Policies
  9. Schedules
  10. B2B Data Exchange Administrative Tasks
  11. On-boarding Checklist Template
  12. System Properties
  13. Repository Management
  14. Document Management
  15. B2B Data Exchange Utilities
  16. DX Toggle Server REST API
  17. Dashboard and Reports Management

Administrator Guide

Administrator Guide

Partner and Account Information Overview

Partner and Account Information Overview

The ability to customize partner and account information answers the need of many customers to keep track of partner and account information beyond that which B2B Data Exchange contains. For example, a customer might want to keep track of the DUNS Number of its partners. B2B Data Exchange does not contain this information. Use the partner information customization to add information not contained in B2B Data Exchange.
B2B Data Exchange provides one place to store extended partner information and another place to store extended account information. B2B Data Exchange displays the extended partner information in the Additional Information tab of the Partner screen and the extended account information in the Additional Information tab of the Account screen. Both additional information tabs are, by default, blank. You can customize the content of these tabs to meet unique customer needs.
You design the Partner > Additional Information form using the Partner screen. Similarly, you design the Account > Additional Information form using the Account screen. Each of these screens contains a Forms Designer tool that enables you to add fields, format them, and collect them into groups of various kinds, such as columns and tabs.
You are encouraged to read the Forms Designer documentation in conjunction with the following material on customizing partner and account information. For more information about the Forms Designer, see the
B2B Data Exchange Developer Guide

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