Maintaining Existing Trading Partner Relationships

Note to users that belong to more than one profile:  Tasks are performed per profile.  Therefore, any tasks performed effect only the current profile displayed.

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Add More Code Pairs

1. Click Add More Code Pairs

2. From the drop-down menus, select the Sender Code and Receiver Code See Sender/Receiver code. for this relationship.

3. Scroll to the bottom of the screen and click Save Relationship.

Trading partners can add more code pairs without initiating another request.  The approval is at the relationships level.

Code Pairs are automatically set to the same status as a relationship.  If you suspend or delete  a relationship, so too are the code pairs.

Save Changes Made to the  Relationship

Suspend a Code Pair

1. Click Suspend link in the Suspend column of the code pair you wish to temporarily disable.

2. Optionally, key in the reason for the suspension in the open text field.

3. Click Suspend Code Pair.  The confirmation screen is displayed.

Reactivate a suspended code pair

1. Click Activate link in the Suspend column of the code pair you wish to reactivate.

2. Optionally, key in the reason for reactivation in the open text field.

3. Click Activate Relationship.  The confirmation screen is displayed.

Delete a code pair

1. Click Delete link in the Delete column of the code pair you wish to permanently remove from the relationship.

2. Key in the reason for deletion in the open text field.

3. Click Delete Code Pair.  The confirmation screen is displayed.

Identify the Relationship Type

From the drop box, select the type of relationship:  

• Both Supplier and Customer

• Customer

• Service Provider

• Carrier

• Supplier

Set Up Notification A note sent by the Covisint Connect system in response to an error event. Notifications are sent via e-mail to an e-mail account, text pager or mobile phone. / Approval requirements

You have the option of being notified when a change is made to your trading partner relationship.  You may also require approval to changes made to your relationship.  By default, these are not required.  However, you may require notification and / or approval by selecting "YES" from the drop box.  When Approval is required, a code pair status is listed as one of the following:

• suspension requested for this code pair

• code pair requested

• deletion requested for this code pair

*Code pair requests cannot exist in both directions simultaneously.  The request must be approved before that approver can make an additional request.

Delete the Relationship

Click Delete Relationship.  Code Pairs are automatically set to the same status as a relationship.  If you suspend or delete  a relationship, so too are the code pairs.

Suspend the Relationship

Click Suspend Relationship.

Code Pairs are automatically set to the same status as a relationship.  If you suspend or delete  a relationship, so too are the code pairs.