Step by step instructions on how to add an ID (GLN) or trading partnership on your ECGrid Portal.
How to Add or Delete a Qual:ID or Partnership
All mailbox IDs and trading partnerships are managed by choosing “Mailboxes” on the left side navigation panel.
After clicking “Mailboxes,” you will need to select the specific mailbox to which you want to add the ID or partnership. Unless you have a single mailbox, in which case you will immediately be able to choose “EDI IDs” or “TPs” on the top configuration panel.
To add an EDI ID to your mailbox:
Select “Mailboxes” on the left side navigation panel of your Portal:
Click on the “EDI IDs” tab at the top:
Select "+Create" on the right-hand side:
A pop-up will appear where you can enter the qualifier (leave empty for null), EDI ID, company description, and Group (Production, Test, or MFT):
Select "Create":
Once you have EDI IDs in your mailbox, you can add your trading partnerships.
To Create a Partnership on your mailbox:
Select “TPs” tab at the top of your mailbox:
Select "+Set Up Trading Partnership" on the right-hand side:
A pop-up will appear where you can select your EDI ID and enter your trading partner's qualifier and identifier:
Select "Next" which will take you to a review page:
If the trading partner ID is on our network (as in the screenshot above), you click the green “Submit Partnership”
If the trading partner ID is not on our network, you will need to provide the company name and choose the correct VAN for the ID to complete the partnership.
If a trading partner and their EDI IDs are already on our system, the trading partner will be classified as “Completed” and you can begin trading immediately.
*Please note: This does not guarantee the partnership has been added on the trading partner’s VAN. We do send notices to the trading partner’s VAN requesting the partnership is set up on their end, however, most of the VANs require the request come directly from their customer (your trading partner).
Additional Information:
,The Add TP function tracks which user set up the relationship and allows for the adding of notes and comments which are only visible to users at your organization (NetworkUser authorization and above).
If the trading partner requires an alternative connection (AS2, SFTP, X.400, etc.), you will need to make this request by contacting our Support Team at support@ecgrid.com.
Can I delete an ID or a partnership from my network or mailbox?
You can delete an ID and a partnership from your network or mailbox by navigating to the correct mailbox, clicking on "EDI IDs" or "TPs" tab at the top of the page, then clicking on the blue ID code of the ID you would like to delete:
On the next page, in the upper right-hand corner, you have the options to Move ID to New Mailbox (if applicable), Edit, Suspend, or Delete an ID from the mailbox:
For a Trading Partner:
Select "TPs"
Filter and select which partnership you want to cancel/delete
Select the blue hyperlink under "Qual:IDs"
On the right-hand side, select "Cancel Partnership"