Respond to Individual Trading Partner Requests

  1. Click Requests. The Pending My Approval page opens.

  2. Click the link in the Account # column to view details about a request (optional). The Account Details information displays in the right pane.

  3. Compare the account information in the request to your MMIS or ERP to ensure the information is correct.

    Tip: If you need to modify an account number, see Edit Trading Partner Account Numbers.

  4. Click the View Changes icon to view pending changes on the Account Changes comparison screen (optional).

    Tip: This icon is shown only when there are pending changes on the account. Click X to close the comparison screen.

  5. Click one of the following icons in the Action column on the Account Details pane:
    • Approve – Enables this business process on the effective date
    • Deny – Denies this request and notifies your trading partner; the user must enter a denial reason, which can be up to 700 characters long

      Tip: If you unintentionally deny a request, click the Request icon to re-request the business process. You can also click the icon to add a message to the account explaining the situation.

    • Request – Notifies the trading partner of the request
    • Disable – Disables an enabled business process
    • Delete – Deletes an enabled business process

    Tip: A icon is shown next to the Messages icon in the main header when unread special instructions exist. When a request has special instructions, you must acknowledge that you have viewed those special instructions before you can approve or deny the request.

  6. Click the icon in the Account # field on the Account Details pane to open the Add Message dialog box and type a message for your trading partner.

    Note: Registration Center retains messages at the account level for historical purposes.

    After you approve or deny a request and there are no more pending business processes on the selected account, the account will be removed from the Pending My Approval view.

    Tip: Click the Recently Completed tab to view a list of the recent request activity. Select a time frame from the drop down list above the table on the right. Options are Last 2 Weeks, Last 30 Days, and Last 90 Days.