Admin¶

Introduction¶

Add, edit, or delete trading partners on the Admin page. To open it, use the Harmony Portal menu to select EDI > Admin:

The page comprises two panes:

• On the left, the trading partners pane.

• In the main region, the trading partner administration pane.

Trading Partners Pane¶

The trading partners pane comprises the following:

• View mode:

  

  • Grid View: (Default) Select to view partners as icons on a grid.

  • List View: Select to view partners as icons in a list.

• Search and Add Trading Partner:

  

  • Search: Enter a search string to view matching partners.

  • Add Trading Partner: Add a trading partner.

• Trading Partners: The remainder of the pane contains icons for each added partner. Select one to edit or view the administration settings in the main pane. (A selected partner icon has a solid border.)

Trading Partner Administration Pane¶

When a partner is selected in the trading partners pane, this pane contains settings for a partner's workflows, EDI settings, and communication settings. Otherwise, this pane contains the Add Trading Partner button.

Add Trading Partners¶

To add trading partners, follow these steps:

1. Select a Harmony environment from the Environments menu:

   

2. Click in the filter pane, or Add Trading Partner in the main pane. The Add a Trading Partner pane opens:

   

3. Use the search bar to find partners by name, or the page navigation buttons to browse available partners. To select one, double-click its icon.

   Note

   The first time you add a partner to an environment, the ISA ID Generation dialog opens, where you must create your first ISA ID.

4. The partner icon appears in the Trading Partners pane. You can add more than one partner.

5. To close the Add a Trading Partner pane, click the Close button.

6. Select a trading partner in the Trading Partners pane to open the partner's administration tabs. Use them to set up the partner's workflows, EDI settings, and communication settings:

   

ISA ID Generation¶

EDI trading partners identify each other with an ISA ID (interchange sender ID, ISA-06) and an ISA qualifier code (interchange ID qualifier, ISA-05).

The ISA ID is between 5 and 15 alphanumeric characters in length and must be unique.

The ISA qualifier code is a 2-character alphanumeric string that describes the format of the ISA ID.

You can have multiple ISA IDs for communicating with different partners. The relationship between your ID and your partner's is set on the Preferred ID tab in the partner's EDI settings.

The first time you add a trading partner to an environment, the ISA ID Generation dialog opens:

Choose or enter values for the following fields:

• Qualifier Code: Select a qualifier code from the menu.

• Company ISA ID: Enter your company's ISA identifier.

Click Continue to save the values and add your first partner.

Edit a Trading Partner¶

To edit a trading partner, follow these steps:

1. Select the partner's icon in the Trading Partners pane. If there are many partners, use the search bar to find the one you want.

2. Edit the partner's workflows, EDI settings, or communication settings.

3. Click Save.

Delete a Trading Partner¶

To delete a trading partner, follow these steps:

1. Hover on a partner icon.

2. Click Delete. A dialog opens asking you to confirm the action:

   

3. Click Continue to delete the partner or Cancel to keep it.

   Caution

   This action permanently deletes the partner, its settings, and workflows.