Requesting a New Trading Partner Relationship

If ...

Then...

you wish to establish a relationship with one of the Trading Partners listed...

1. Enable the radio button next to the Trading Partner Profile Name you wish to invite.

2. Click Continue with selected... The Trading Partner Summary/Set up screen is displayed.

3. Proceed to step 4.  

the Trading Partner that you wanted to invite is not listed...

1. Click Search Again.

2. Click the Covisint Connect Specialist link located in the Instructions section of the Find a Trading Partner screen. The screen prompts you to provide details of the partner for whom you are searching.

3. Key in the required fields, as identified with the red bar

4. Click the calendar icon, and select the date by which you wish the relationship request is completed.

5. Click Submit.  An email is sent to a Covisint Connect Specialist to request that Trading Partner to register with Covisint Connect.

6. Do not proceed to step 4.  Your next step is to wait to be contacted by a Covisint Connect Specialist.

From this section...

Perform these steps...

Sending code pairs When setting up a relationship, a trading partner must define the sets of sender/receiver codes that are valid for transmitting messages under this relationship. These are called code pairs.

1. From the Sender CodeTypically, a trading partner’s sender/receiver code is a DUNs number, telephone number or a code assigned by a customer. A trading partner’s sender/receiver code can be any number as long as it complies with Covisint Connect parameters. Some trading partners have multiple sender/receiver codes that identify where to send documents. For example, a trading partner may have trading partner codes that identify different divisions or plants within the company. for (your company) column, select the sender code from the drop box.

2. From the Receiver CodeTypically, a trading partner’s sender/receiver code is a DUNs number, telephone number or a code assigned by a customer. A trading partner’s sender/receiver code can be any number as long as it complies with Covisint Connect parameters. Some trading partners have multiple sender/receiver codes that identify where to send documents. For example, a trading partner may have trading partner codes that identify different divisions or plants within the company. for (the company you are inviting) column, select the receiver code that correlates with the sender code in that row.

3. Continue matching Sender and Receiver codes as necessary.

4.  Proceed to step 5.
    

Note:  YOU MAY OPEN MORE ROWS TO ADD ADDITIONAL SENDER AND RECEIVER CODES BY CLICKING ADD MORE CODE PAIRS.

Receiving code pairs

1. From the Receiving Code for (your company) column, select your company's receiving code from the drop box.

2. From the Sender Code for (the company you are inviting) column, select the Sender code that correlates with the receiver code in that row.

3. Continue matching Receiver and Sender codes as necessary.

4. Proceed to step 5.

Note:  YOU MAY OPEN MORE ROWS TO ADD ADDITIONAL SENDER AND RECEIVER CODES BY CLICKING ADD MORE CODE PAIRS.

Relationship type

From the drop box, select the type of relationship:  

• Both Supplier and Customer

• Customer

• Service Provider

• Carrier

• Supplier

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

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.  

Business Purpose of Relationship

Key in the business purpose of this trading partner relationship.

Payment Relationship

1. Enable the radio button next to the payment percentage you wish to establish for this relationship.  You may choose from:

• 100% pay = You will pay for transactions of your company as well as the partner whom you are inviting.

• 50% pay = You will pay for only your company's transactions.

• 0% pay = Your trading partner will pay for transactions of your company in addition to their own transactions.

1. Proceed to step 5.