How to Create and

Manage Trading Relationships

RBA-Online Training

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• 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

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• View if you do not have any existing Trading Relationships

• View if you do have existing Trading Relationships

Trading Relationships

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• Select the Initiate Trading Relationship button to begin

• Select your Target Company from the drop-down list

Trading Relationships

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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

Trading Relationships

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• 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

Trading Relationships

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

supplier

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• 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

Trading Relationships

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• 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

Trading Relationships

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

• Edit

• Accept

• Reject

• Delete

Trading Relationships

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• 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

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• 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

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• 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

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• Delete will delete the request from the Trading Relationship view

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