Deleting an existing company profile

To delete an existing company profile, highlight the company profile that you want to remove and choose Delete from the Edit menu on the Company ID window.

You are asked to confirm that you want to delete the company profile record before it is permanently removed.

To copy a trading partner, highlight the trading partner and choose Copy from the Edit menu on the Trading Partner window. The Trading Partner – Copy window displays.

The Trading Partner – Copy window has the same four tabs as the Trading Partner – New window. A few text boxes on the tabs are blank, but the other text boxes contain the information for the trading partner being copied. Use the Back and Next buttons at the bottom of the window to move from tab to tab.

Enter the following information for the new trading partner (to be created by the copy process):

On the General tab:

On the Envelope/Lookup tab: