Invoice Search and Trade Partner Management Optimization
Invoice Search Optimization
Better Trade Partner Mapping Experience
Mapping EDI-generated trade partner data can now be more easily organized with the option to turn on the Light-Create TP (dummy TP) function.
When a trade partner sent by EDI does not match a Normal TP stored in your system, a Light-Create TP will appear to be the placeholder in the corresponding shipment. Users will see a reminder message and be directed to map trade partners before proceeding.
The Light-Create TP is designed to temporarily exist before users map it to a Normal TP. It will not appear in the Trade Partner List nor in shipment entry pages. You can expect less confusion while choosing the correct trade partner for a shipment and an overall more effective trade partner management in the future.
Note: This feature is now available for GoFreight customers who are using Agent EDI. Please contact firstname.lastname@example.org to activate.
A Trade Partner Mapping List is also now available on the navigation bar. This is a centralized list for managers to organize all auto-created trade partners.
Simply check the status and review trade partners that need further mapping, or create a new record directly by converting the Light-Create TP into a Normal TP.
The new feature is activated by default for users with manager-level permission and is available for both GoFreight EDI/Agent EDI customers.