Use Rules for multiple Trading Partners
Before you start: This document assumes you are already familiar with Orderful’s Rules Engine. If you are not familiar with the Rules Engine, please read this document first: https://docs.orderful.com/docs/use-the-rules-engine
If you have more than one Trading Partner, it is almost inevitable that you will also have multiple Guidelines that must be followed for each Trading Partner. It is your decision whether to enforce these differing Guidelines in your integration software or within Orderful using our Rules Engine. If you would like to send out one payload and have Orderful modify the payload so that it fulfills the requirements of different Trading Partners, then this document is for you.
If you are looking to minimize the amount of work you need to do in your integration software, you will likely decide to create one “master payload” that will contain all the data for your different Trading Partners. You can then use Orderful’s Rules Engine to modify the document so that it fulfills an individual Trading Partner’s Guidelines.
To see the structure of this “master payload”, you can use our Integration Assistance: Select the Transaction Type, Direction, and Data Format, then select all of the Trading Partners that you would like to include.
Example Use Case
In this example, you have two Trading Partners with two different Guidelines regarding the “referenceIdentificationQualifier” field in a document.
- Trading Partner 1: Only accepts
VN(“Vendor Number”) and
DP(“Department”). They do not accept any other values for
- Trading Partner 2: Also accepts Vendor Numbers, but instead of
VNuses the code
IA(“Internal Vendor Number)”. They also accept
CO(“Customer Order”). They do not accept any other values for
If you are sending a master payload, you will be sending the "Vendor Number", "Department", and "Customer Order" values all in one payload. This means you will need two different Conditional Rules, one for Trading Partner 1, and two for Trading Partner 2:
- Trading Partner 1, Rule 1, Condition 1: If
referenceIdentificationQualifierhas a value other than
DPthen remove that value.
- Trading Partner 2, Rule 1, Condition 1: If
referenceIdentificationQualifierhas a value of
VN, change it to
- Trading Partner 2, Rule 1, Condition 2: If
referenceIdentificationQualifierhas a value that is anything other than
CO, then remove that value.
Each Rule will also need a corresponding Rule that removes the
referenceIdentification associated with that
Trading Partner 1
Here we need a Conditional Rule that says if
referenceIdentificationQualifier has a value other than
DP then remove that value.
And a corresponding Conditional Rule for the
Here we can see that though all three values were sent, the one we don’t want (
CO) has been removed:
Trading Partner 2
First we need a Conditional Rule to change
This Rule states that if the value of
VN, to change it to
Next, as an additional condition, if the value is anything other than
CO, remove it.
And a corresponding Rule to remove the value of
Here we can see that though all three values were sent,
VN has been changed to
IA, and the
DP value has been removed:
Updated 8 months ago