When onboarding a new B2B partner, three things have to be set up in Link - assuming that the document type and format already exists:
Partner
Distribution
Transport
Partner
Go to the menu Partners - Choose New partner.
Fill in Name - Partner Type - Identification Type (GLN is preferred) - Identification Value and Data groups if you use this.
When the partner has been created you see the following tabs:
As minimum the following things have to be filled out:
Contacts = primary contact person at your partner
One of Locations, FTP or Certificates??????
The transport of documents from and to your partner is defined by the setup in one of these three taps. See Exchanging documents/files with your partner
Add locations to deliver and receive documents by the “+ “ under the location tab.
When you choose the transport type the fields to fill out for this specific type shows up.
During the test period, it’s recommended to set up Transport Type “TestBox”
Under Conversions and Configuration Keys you can handle special data requests for the specific partner. See: How to ensure reusability between partners
Distribution(s)
You have to define two partners at all distributions. The one partner is your own ERP-system or other order handling system. This can be either From and To partner or both depending on if you receive andor send documents.
Go to the menu Distributions - Create new
Choose document type
You need to set up From and To Partner, Location and From and To Format
Some locations are global. Others need to be set up under the menu Transport (During the test period the Location is set to TestBox. Then you can test documents without any risk of sending it somewhere.)
The available From and To formats have been configured by your developer or by a developer at Bizbrains.
Transport
Henvis til
Testing
To test the documentformat from your partner, you can ask your partner to send you a testfile to upload manually under the Distribution. In the same way you can upload a testfile, either to send it to Testbox and send the raw datafile to your partner - or to the transport location agreed with your partner.