Details

The Details screen provides details about the trading partner you selected from the list of Existing Customers screen.

Most of the information on this screen is for informational purposes only. However, from here you can modify the Customer and Vendor Codes, canceling a relationship, and set a recipient for notifications when documents sent to this partner end up in your error box.

Field:	Description:
Company Name	Trading partner's company name.
E-mail	E-mail address for the trading partner company contact.
Billing Address	The trading partner's billing address.
Contact Information	Name and phone number for the trading partner contact.
Vendor Code	The vendor code for the trading partner, as set up in your system.
E-Mail for Error Box Notifications	The hub sends an alter e-mail to the e-mail address listed here whenever a document sent to this trading partner winds up in your Error Box.

In certain cases, you may also see a Documents section underneath this information. This section contains any documents that are important to maintaining trading relationships. It displays the following information:

Field:	Description:
File Name	The name of the document. More specifically, this is the file under which the document was saved, complete with file type (.doc, .pdf, etc.). Clicking on the file name opens the document, allowing you to view it.
Document Type	This is a general category description of the document. It will be one of four types: Credit Approval, Tax Exemption Certificate, Trade Reference, or Other.
Date of Upload	The time and date the document was last uploaded.

At the bottom of the screen are three buttons:

Button:	Function:
Save	Saves any changes you made in this screen.
Delete	Deletes the relationship.
Cancel	Returns you to the Existing Relationships screen without keeping any of the changes you made on this screen.