Trading Partners
Unified customers, suppliers, and partner management.
Trading Partners
Unified customers, suppliers, and partner management.
#Overview
This guide covers trading partners workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.
#Partner master
Configure Partner master according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Credit terms
Configure Credit terms according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Contact roles
Configure Contact roles according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Cross-module usage
Configure Cross-module usage according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Troubleshooting
| Issue | Resolution |
|---|---|
| Missing menu item | Verify module is enabled and role permissions are assigned |
| Validation error | Check required master data and fiscal period status |
| Integration failure | Review API credentials and endpoint version |
#Related guides
Browse All Guides or use Search to locate related topics.