Create and Edit Trading Partner Items

Trading partner items are items that are external to the Product Hub application.

The Manage Trading Partners and Trading Partner Items task allows these trading partner items to be added to the Product Hub as a trading partner item and then related to a Product Hub item as needed. Create trading partner items using the Manage Trading Partners and Trading Partner Items task available in the Product Information Management work area.

Search for Trading Partner Items

The list search model is used with autosuggest search to find trading partner items. The Show Filters action opens a panel that lets you provide additional filters. Autosuggestion results show the search results in the following regions:

  • Trading Partner Items

  • Trading Partner

  • Related Items

The search results from the list search can be displayed with two different views, table view and card view. In table mode each row in the table provides information for a specific trading partner item. The following fields appear in the table view:

  • Attachments: this column contains quick access to the attachments for a trading partner item. When a blue dot is shown, the trading partner item has attachments. Clicking on the blue dot will open the right panel with the trading partner item details shown and the attachment region will be expanded. If the column contains a plus sign, the trading partner item doesn't contain attachments.

  • Relationships: this column contains quick access to the relationships between the trading partner item in the row and a product item. When a blue dot is shown, the trading partner item has relationships. Clicking on the blue dot will open the right panel with the trading partner item details shown and the Relationships region will be expanded. If the column contains a plus sign, the trading partner item doesn't contain relationships.

  • Favorites: this column indicates if the trading partner item has been designated as a favorite when the icon is shown as yellow star. If a grayed out star appears, the user can click on the icon to mark the trading partner item a favorite.

  • Image: A small rendering of the image is shown in the row when an image has been setup for the trading partner item. An image indicating that the image needs to be setup up will be shown if no image is setup.

  • Trading Partner Item: the trading partner item number for the row.

  • Trading Partner: the trading partner for the trading partner item.

  • Type: the trading partner item type, with values of Manufacturer, Customer, Competitor or Supplier.

  • Start and End Dates: the dates the trading partner item is available.

  • Status: the trading partner item type status, with values of Active, Inactive, or Pending.

Create Trading Partner Items

In both search results views, click the Add icon to create a new trading partner item, assuming the user has the functional privilege to Manage Trading Partner Items and has a data grant for the trading partner items with the View and Maintain privilege (if data security is enabled). When the user clicks on the add action, the right hand panel expands and contains the Create Trading Partner Item content. Select a Trading Partner and Type. The Trading Partner Type has these values: Manufacturer, Customer, Supplier and Competitor. The fields will be read-only when the user only has the View data privilege for the trading partner item or for all trading partner items for a trading partner.

  • Relationships: Use this section to view, edit or add related items to this trading partner item. The Status and Relationship Status for the trading partner item are included.

  • Attachments: Use this section to maintain attachments related to this trading partner item. Ensure that you don't inadvertently add the same attachment more than once. It's possible to add attachments with the same title, description, file, or attachment category to the same trading partner item.

  • Security: If security is enabled, use this section to maintain privileges for users or user groups.

    Note: The security region will be hidden when the trading partner item is marked public.

Enable Editing Trading Partner Item Number

You can update the number for the trading partner item if editing the trading partner item number is enabled. This number refers to customer item number, manufacturer part number, competitor item number, or supplier item number.

To enable editing the trading partner item number:
  1. In the Setup and Maintenance work area, use this navigation to access and manage the item profile options:
    • Offering: Product Management
    • Functional Area: Items
    • Task: Manage Item Profile Options
  2. On the Manage Item Profile Options page, click ORA_EGP_TPI_UPDATEABLE and set the profile value to Yes. You can set the profile value at the site level or at the user level

Identify and Fix Duplicate Trading Partner Item Numbers

You can maintain unique trading partner item numbers and avoid duplicates. For example, earlier you were able to create trading partner items with numbers such as ITEM123 and item123. You can no longer create such duplicate trading partner items. The validation isn't case-sensitive and will consider CABLE123 and cable123 as duplicates.

To identify and fix any duplicate trading partner item numbers that were created previously:
  1. Run the Upgrade Product Management Data scheduled process with these parameters:
    • Update Process: Analyze
    • Functional Area: Trading Partner Items
    • Feature: Ensure Uniqueness in Trading Partner Item Numbers
  2. Submit the analysis job.
  3. After the process is completed, view the logs for the duplicate trading partner item records.
  4. If there are duplicate numbers, then you must delete one of the duplicate records or change one of the trading partner item numbers.
    You can delete the duplicate trading partner item using the user interface or FBDI import. You can change the trading partner item number using import.
    Note: To change the duplicate trading partner item, set the Edit Trading Partner Item Number Allowed (ORA_EGP_TPI_UPDATEABLE) profile option to Yes, and then change the trading partner item number.
  5. Run the Upgrade Product Management Data scheduled process again with these parameters:
    • Update Process: Execute
    • Functional Area: Trading Partner Items
    • Feature: Ensure Uniqueness in Trading Partner Item Numbers
  6. Submit the execution job.
  7. If you don't have any duplicate trading partner items created previously, you don't have to perform any action. If there's no duplicate data, a message is available in the log that indicates the trading partner item uniqueness is enforced