RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading

How to Create and

Manage Trading Relationships

RBA-Online Training

1

• As a Company Administrator you have the ability to manage your supply

chain and add and manage your trading relationships.

• To Add a trading relationship select the Supply Chain tab, then select

Trading Relationship.

Trading Relationships

2

• View if you do not have any existing Trading Relationships

• View if you do have existing Trading Relationships


3

• Select the Initiate Trading Relationship button to begin

• Select your Target Company from the drop-down list


4

Select the Relationship you would like to establish with this company• Customer

• Supplier

• If you select Customer, you will need to set visibility settings• Visibility settings determine the level of information you would like to share with your customers


5

• If you select Customer, you will need to set visibility settings for your

facilities• Visibility settings determine the level of information you would like to share with your customers


6

• If you select Supplier, you will have the ability to select the Tier level of this

supplier


7

• Please note the Relationship start date will default to todays date, this can

be modified

• Enter any Reference information that you would like to have for this

relationship

• Select Submit

• You will now see that this trading relationship has been initiated


8

• The recipient of the Trading Relationship request will receive an email notification alerting them

that the request has been initiated

• The recipient will then log on to the system to validate this request

• Upon logging into the system the recipient will receive a notice in their To-Do’s that there is a

pending Trading Relationship Request

• Upon Navigating to their Trading Relationship screen which is found under the Supply Chain tab

they will see the details of this request


9

• The recipient can do one of the following actions for this request• View

• Edit

• Accept

• Reject

• Delete


10

• View will open a read only record of the Trading Relationship Request


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• Edit will open an editable record for some information of the Trading

Relationship Request


12

• Accept will accept the request and the status is no longer Initiated

• The Requestor will receive an email notification that the request was accepted

• Once a Relationship has been accepted the user will also have the option at any

time to Revoke the relationship


13

• Reject will require the user to enter a Reason that they are rejecting the

Trading Relationship Request

• The requestor will receive an email notification that the request was rejected


14

• Delete will delete the request from the Trading Relationship view


15

RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading

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