You can prevent interference with your scheduled ERP downloads by separating your company’s on-demand data requests. The best way to separate the on-demand requests is to set up an independent trading partner folder.
You can set up a new trading partner folder by creating or cloning an existing one. The difference is that cloning an existing trading partner folder will automatically populate basic presets.
- To create a new folder, go to the “Trading Partner Profiles” option and select the option to create a new trading partner folder. Once created, you will have the option to select the folder for your data requests. Note – you must use ZZ as your trading partner qualifier to create your own.
- To clone a folder, select an existing trading partner folder and change the folder name to match the data subset you want to download.
Utilizing trading partner folders to filter out data that you don’t need reduces the amount of end-user file manipulation and data parsing needed to use and apply the data within your ERP system. Find out more about trading partner profiles and folders in the Distributor IDW User Guide, Chapter 10.