Add a Trade Partner

Public Directory Entry

Non-editable field, see To Associate Trade Partner with a Public Organization below for more information.

Trade Partner ID

Trade Partner's identification number.

Tentative ID

Select this check box to create a trade partner without the ID or to edit the Trade Partner ID. This allows more flexibility in storing and managing the Trade Partner ID.

Name

Name of Trade Partner.

Account ID

Trade Partner's partner reference number.

Tax ID

Trade Partner's Tax ID number, as given by the tax authority in their country.

DUNS Number

The Data Universal Numbering System Number given by Dun and Bradstreet.

Trade Partner Key

Non-editable, system-generated key for this Trade Partner.

Trade Partner Type

Select from the given list to specify your Trade Partner Type(s). Depending on the types chosen, more fields will be displayed.

Country of Origin

Country in which the product was originally produced.

State/Province of Origin

State/Province of the Trade Partner.

Carrier Code

Enabled if a carrier type is selected in the Trade Partner Type. Carrier types: Air Carrier, Consolidator, Freight Forwarder, Motor Carrier, Ocean Carrier, and Rail Carrier.

Carrier Contract Number

Enabled if a carrier type is selected in the Trade Partner Type.

Manufacturer ID

Manufacturer's identification number. This information is required to carry out legal activities and should be mentioned in the documents that go along with the consignment.

DDTC Registration Number

Directorate of Defense Trade Controls (DDTC) Registration number.

Food and Drug Administration (FDA) Section

Enabled if the Trade Partner Type is Manufacturer. Enter the following information for FDA:

• Registration Number - FDA registration number.

• Type - Choose from Consolidator, Grower or Manufacturer.

• Exempt - Indicate if the Trade Partner needs a registration number.

Status

Select appropriate Trade Partner status:

• Sponsored - Non-editable. Set by the system if the Trade Partner has been registered as a sponsored Tradeflow organization.

• Maximum Users - Non-editable. The maximum number of users that can use the system from a particular organization.

• Related - If this Trade Partner is related to your company.

• Preferred - If your company prefers to trade with this Trade Partner.

• Gray list - If your company temporarily does not want to trade with this Trade Partner.

• Security Assessed - A security assessed Trade Partner is one who is secured and clean to trade with.

Restricted Party Screening

Note: You must first save the Trade Partner to perform these actions.

Once the Trade Partner has been saved, the Click to Screen Trade Partner link will appear and clicking it will screen this Trade Partner. See Screen a Trade Partner for more information.

• Restricted Party - Displays values: Yes/No/Not Screened/Conditional/Pending Review after screening. Determines if the Trade Partner has been denied trading by Governmental authorities.

• Last Screened - Displays date and time when this Trade Partner was last screened.

• History - Click to view the history of screening. See Screening Audit Trail for more information.

Enhanced Proliferation Control Initiative (EPCI) Screening

EPCI Screening is enabled if the Trade Partner Type is set to End User. EPCI Screening does not have any underlying content associated with it, but is a manual process that exporters must undergo to ensure that they know that the end user is not involved in missile, chemical, biological, or nuclear weapons technologies. This screening should be reassessed periodically.

• Military - Exporters should screen for military-related issues if this is set to yes.

• Chemical and Biological Weaponry - Exporters should screen for chemical and biological weaponry if this is set to yes.

• Missile Technology - Exporters should screen for missile technology if this is set to yes.

• Nuclear Technology - Exporters should screen for nuclear technology if this is set to yes.

• Last Screened - Date when the last screening was done. Click to select the date.

Include Addresses with this Trade Partner

To add addresses for this Trade Partner, select the Yes option for this field.

Include Contact with this Trade Partner

To add contacts to this Trade Partner, select the Yes option for this field. See Trade Partner Contacts for more information.

Trade Partner Images

Note: You must first save the Trade Partner to perform these actions.

To add Trade Partner Images click Manage, see Trade Partner Images for more information.

Trade Partner History

The Trade Partner History section shows who and when the Trade Partner was created and who was the last to update the Trade Partner. A more detailed history can be viewed by clicking History. See View Trade Partner History for more information.

Save

Click this to save changes to the Trade Partner Details and stay on the page.

Save and Close

Click this to save changes and go back to the previous screen.

Save and Next

Click to save the trade partner record, and move to the next trade partner record in your search.

Cancel

Click this to cancel changes made to the Trade Partner and go back to the TPC Home page.