Adding or Editing Business Identifiers

A Business Identifier is a code that identifies a specifc company or business partner. Business Identifiers in Syncrofy correspond directly to EDI standards.

Note: When adding a Business Identifier, ensure that you enter the ISA Qualifier and Identifier listed in the EDI document or your entry will be invalid (e.g. Value: ZZ,  Sub Value: 123456). For partners with a different GS identifer than the ISA Qualifier, you may enter the GS Identifier to distinguish it as a unique partner. 

Adding a Business Identifier

1. Under the "All Partners" tab, click on the desired Partner in the left-hand column of the main Partners screen.
2. Click the Add EDI Identifier button.
3. Type in the desired "Qualifier."
4. Type in the desired "Value" and "Sub Value" (if applicable).
5. Click the OK button to save.

Note: The "Sub Value" field can be used to represent a parent or "sub" company. For example, COMPANY 1 may be entered in the Qualifier and Value fields and COMPANY 1-A would be entered in the Sub Value field (a parent company of COMPANY 1). 

Editing a Business Identifier

1. Under the "All Partners" tab, click on the desired Partner in the left-hand column of the main Partners screen.
2. In the right column, click on the "Qualifier" or "Value" you wish to edit or click the Edit icon.
3. Input your desired changes in the appropriate fields.
4. Click the OK button to save.

You can also delete an identifier by clicking the Delete icon next to the desired identifier.