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Create and assign a trading partner code in the public sector

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Create a trading partner code and assign it to a government agency that your organization does business with. The customer record for the agency must exist before you can perform this task. This procedure was created using the PSUS demo company data in the public sector partition.

Create a trading partner code

  1. Go to Accounts receivable > Setup > Trading partner codes.
  2. Click New.
  3. In the Trading partner code field, type a value.
    • The trading partner codes for government agencies are defined by the United States Department of the Treasury.
  4. In the Description field, type the name of the agency that uses this code..
  5. Click Save.

Assign a trading partner code

  1. Go to Accounts receivable > Customers > All customers.
  2. In the list, find and select the agency to assign a trading partner code to.
  3. Click to follow the link in the Name field.
  4. Click Edit.
  5. Expand the Miscellaneous details section.
  6. In the Trading partner code field, select the trading partner code for this agency..
  7. Click Save.