Register a New Account

When you register new accounts, you are (1) associating an account number to a location and (2) associating a supplier that can transact documents through the Exchange (for example, purchase orders).

You can register new accounts individually or in bulk. Use the following steps to register an individual account. See Register Multiple Accounts in Bulk for the steps to register multiple accounts at the same time. See Register MetaTrade Accounts for instructions specific to registering a MetaTrade supplier.

  1. Click My Accounts. The My Accounts page opens.

    Tip: When you create new accounts for existing trading partners, selecting the supplier (in the search panel on the left) and an account (in the My Accounts table on the right) automatically populates several fields on the Add New Accounts dialog box.

  2. Point to the name in the Supplier column in the right pane to see the new account icon and register an account with that partner. The Add New Accounts dialog box opens.

    Note: You can also click the icon above the account table to register a new account.

    Tip: Select the checkbox to the left of the Account # column to enable the Basic Enveloping and Advanced Enveloping tabs.

  3. Select an option from the Registration Type list. Options follow.
    OptionDescription
    Exchange Suppliers - Trading PartnersIncludes all integrated suppliers on the GHX Exchange that have established business processes with the buyer.
    Exchange Suppliers - Non-PartnersIncludes all integrated suppliers on the GHX Exchange that do not have established business processes with the buyer and are available to trade with.
    All Exchange SuppliersIncludes all integrated suppliers on the GHX Exchange. This is a combination of trading partners and non-partners.
    MetaTrade SuppliersWhen the buyer organization subscribes to MetaTrade, this selection includes non-integrated suppliers that have established business processes with the buyer through MetaTrade. MetaTrade sends documents to the partner via fax or email.
    TradingNet Suppliers - Trading PartnersWhen the buyer organization subscribes to TradingNet, this selection includes non-integrated suppliers that have established business processes with the buyer through TradingNet. TradingNet sends the partner EDI documents.
    TradingNet Suppliers - Non-PartnersWhen the buyer organization subscribes to TradingNet, this selection includes non-integrated suppliers that do not have established business processes with the buyer but are available for trading through TradingNet.
    All TradingNet SuppliersIncludes all suppliers that are available through TradingNet. This is a combination of trading partners and non-partners.
  4. Type a number in the Account # field.

    Note: When a buyer is unsure of the account number, and the selected supplier has enabled the "Allow Buyer to Request Account Numbers" capability, a secondary "Please Provide" checkbox displays to the left of the account number field. Buyers use this field to request that the supplier provide the actual account number.

  5. Select a trading partner from the list in the Supplier column.
  6. Select an identifier from the list in the IDN column, if needed.
  7. Select an option from the list in the Buyer Org column.
  8. Select an address from the list in the Buyer Address column.

    Tip: For longer addresses that extend beyond the column, point to the address to view the entire address, including the EID, location codes (LC), GLN, and buyer-defined (BD) account that is assigned to this address.

    The number in parenthesis to the left of the address indicates the number of accounts that were established using this address. (It may or may not indicate how active the account is.)

  9. Select an option in the Account type column.
  10. Select the checkboxes for the available business processes.

    Note: When you select a PO 850, the system automatically selects the 855 because these processes are requested together.

    Tip: Click the Add Account icon to add another account using the same trading partner information that you just defined.

  11. Click the Effective Date field to review the dates on which the new account will accept business process activity and modify that date, if needed. The default value is the current date.

    Note: If your partner submits a transaction before the effective date, the transaction will fail on the Exchange. See Effective Dates for details.

    • Globally – Sets the effective date for all requested business processes
    • By business process category – Sets the effective date for all the specified, requested business processes (for example, purchase orders)
    • By business process for a specific account – Allows the user to specify an effective date for a specific account and business process (for example, the purchase order business process for account ABC)

  12. Click Register. Registration Center sends the request to your trading partner and moves the request to a Pending Supplier status.

    Tip: View registration requests by clicking the Pending Supplier link on the Requests page.