Table of Contents

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  1. Preface
  2. Document Processing
  3. Operation Console
  4. Partners and Profiles
  5. On-Boarding Checklists
  6. Managed File Transfer Web Users
  7. Managed File Transfer Connections
  8. Endpoints
  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

Partners

Partners

Partners are the entities that send documents to B2B Data Exchange for processing and receive the processed documents in return. A partner can be an organization like a vendor or customer. Internal systems, like accounting systems and ERP systems, can also be defined as partners.
B2B Data Exchange provides the following functions for working with partners:
  • Setting up a partner
  • Searching for partners
  • Editing a partner
  • Deleting a partner
  • Adding an account to a partner
  • Promoting partners

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