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Conduct a search for the company that you wish to
edit. The Search Results window appears with the
companies listed based upon your search criteria.
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As shown above, you can access the Edit Company
function by either selecting the company and clicking the Edit
Company button located in the horizontal toolbar, or
right-clicking and selecting the Edit Company entry in
the shortcut menu. The Edit Company Details
window appears.
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Click the Trading Partners tab to add and
manage the list of partner companies for your selected company. The
Trading Partners tab appears.
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To add a Trading Partner, click the Add
button. The company that you add will be classified based upon
the selection that is displayed at the time of their introduction.
Therefore, since Manufacturers is currently displayed in the
drop-down menu, when adding the Trading Partner, the company will be
classified as a manufacturer. If you want to classify your
Trading Partner as a Supplier, you will need to select Supplier from
the drop-down menu prior to adding the partner. The Organization: List of Companies
window appears.
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Select the company that you want to add as a Trading
Partner, and click the OK button as shown above.
The company is added as a Trading Partner and is
classified as a Manufacturer.
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Once a Trading Partner is added, you can edit the
information by selecting the company from the list, and clicking the
Edit button located on the horizontal toolbar as shown above.
The CreateUpdateForm: Edit Trading Partner window
appears.
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In the configuration shown above, three fields are
available for updates. However, you can configure your
environment to determine the updateable fields according to your
particular business needs. To update a field, simply select an
option from the drop-down menu that bests describes the preference
or status of this partner.
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Once you have made your changes, click the Save
button to commit your changes to the database. The
EditCompanyDetails window appears and the changes have been
applied to the Trading Partner.
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To remove a company, simply select the company from
the list, and click the Remove button. The partner
is removed as a Trading Partner for your company, but is not deleted
from the database.
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To sort your partners, select either
Manufacturers or Suppliers from the drop-down menu
to filter your view.