Setting up trade agreements

A trade agreement associates a specific map with a specific trading partner. They also add additional routing capabilities so that documents can be sent to the correct mailbox within your and the Trading Partner's organization - since the routing information associated with a trade agreement overrides routing information associated with a map, including a mailbox.

StepsAdding a Trade Agreement

  1. Click

    – Or –

    In the main ECRTP/TP window, select File > Address Book > Contacts.

  2. In the Trading Partners window, right-click a Trading Partner and choose Trading Agreement from the submenu.

  3. In the Trade Agreements with… window, select File > Add Map.

  4. Double-click the new Trade Agreement row, then choose the map standard from the submenu.

    When the Trade Agreement properties sheet appears, the General tab is in focus. Values in the Trade Agreement and Map Information groups reflect the map standard, map, and Trading Partner properties.

  5. Modify the Trade Agreement properties as necessary. Field requirements for each tab depend on the map standard.

StepsModifying an existing Trade Agreement

  1. Click

    – Or –

    In the main ECRTP/TP window, select File > Address Book > Contacts.

  2. In the Trading Partners window, right-click a Trading Partner and choose Trading Agreement from the submenu.

  3. In the Trade Agreements with… window, select Edit > Properties

  4. Modify the Trade Agreement properties as necessary. Field requirements for each tab depend on the map standard.

StepsDeleting a Trade Agreement

  1. Click

    – Or –

    In the main ECRTP/TP window, select File > Address Book > Contacts.

  2. In the Trading Partners window, right-click a Trading Partner and choose Trading Agreement from the submenu.

  3. In the Trade Agreements with… window, right-click the Trading Agreement and choose Delete from the submenu.