Trade Partners – User GuideTroubleshooting and FAQ for Trade Partners

Troubleshooting and FAQ for Trade Partners

Quick fixes for common Trade Partner problems and short answers to frequently asked questions, with links to the full articles.

Applies to: the Trade Partners module (list, Add Trade Partners drawer, Trade Partner details, invitations)

Audience: Anyone who adds, edits, uploads or invites Trade Partners

Prerequisites: permission to view and edit master data in your account

Related: Get started with Trade Partners; Find and manage the Trade Partner list; Add Trade Partners; Trade Partner details, aliases, and documents; Invite Trade Partners to connect; Reference Guide: Module overview; Rules and restrictions; Messages; Glossary

Troubleshooting

For the full list of rules and on-screen messages, see Rules and restrictions and Messages in the Reference Guide.

ProblemWhat to do
Invalid PGLN when you create a partnerCheck the number, including its last (check) digit. See Add Trade Partners.
A bulk upload shows an error bannerSelect Download issues file and read its Errors column. Fix those rows. Before you upload again, check the list, because rows that had no errors may already have been added. Remove those rows from the file so you do not add them twice.
You cannot find a partnerClear the filters. Search matches name, identifier, DUNS and PGLN. See Trade Partner List.
You cannot invite your own companyYour own company is not offered in the invite list. See Invitations.
The invite form does not offer a LocationOnly Locations that belong to your own company are offered for sharing. See Invitations.
A new bulk-uploaded Location has the type Warehouse / Distribution CenterThe Trade Partners template does not carry a Location type. Edit the Location afterwards.
Other or Self is missing from the Buyer / Supplier choicesThe single Add form and the Trade Partner drawer offer only Buyer and Supplier. Use the spreadsheet to create a partner of type Other or Self. See Add Trade Partners.

Getting started and key ideas

FAQ: Trade Partners

FAQ: Bulk uploads

FAQ: Invitations, sharing and settings

FAQ: Identifiers and aliases

Keyboard and screen tips