Associate Trading Partners with Suppliers and Customers

The way you associate trading partners with the entity it represents (such as a customer, customer account, or supplier site) depends on these factors:

  • The business process.
  • Whether the relationship is with a supplier or a customer.
  • The business documents you want to exchange.

When you're defining the association between trading partners and suppliers:

Business Process

Where You Set It Up

Procure to pay

In the Procurement work area, click Suppliers.

You can also associate trading partners and suppliers using the Manage Supplier B2B Configuration task in the Collaboration Messaging work area.

Supplier Collaboration

In the Collaboration Messaging work area, click Manage Supplier B2B Configuration in the Tasks panel.

When you're defining the association between trading partners and customers:

Business Process

Where You Set It Up

Order to cash, ordering and shipping at the customer level

In the Collaboration Messaging work area, click Manage Customer Collaboration Configuration in the Tasks panel.

Order to cash, invoicing at the customer account level

In the Collaboration Messaging work area, click Manage Customer Account Collaboration Configuration in the Tasks panel.

Customer collaboration

In the Collaboration Messaging work area, click Manage Customer Collaboration Configuration in the Tasks panel.