About the Trading Partners table

The Trading Partners table displays aliases, contacts, and connections for each trading partner configured. Each row in the table contains information about a single trading partner.

To access the Trading Partners Table, do one of the following:

You can sort the table by any of the columns. By default, the table is sorted by the Trader Partner Alias column. When you sort by Contacts, rows are sorted by the first e-mail address in the cell for each row. When you sort by Connections, rows are sorted based on first item in the connections list.

Within each Contacts cell, items are sorted by e-mail address. Within each Connections cell, the items are also sorted alphabetically. The Trading Partner Type column is only displayed if Trading Partner Types exist for you trading partners.

The table will only display information about the Trading Partners and connections for which the current user has viewing privileges. This is based on the Cleo Harmony, Cleo VLTrader, or Cleo LexiCom folders to which the current user has privileges to see. If the Trading Partner has associated folders, hosts, and mailboxes but the current user does not have privileges to see them, the user will not see the trading partner information in the table. If there are no connections associated with a trading partner, all users will be able to see that trading partner and the associated contacts.

If the host/mailbox is not associated with a Trading Partner and is not a Cleo test host or the Local Listener, it is shown in the table at the bottom of the list with one row per host/mailbox, and the Trading Partner alias, Trading Partner Type, and Contacts cells are empty. These items are shown with a darker background color to indicate which host/mailbox combinations are not associated with any trading partner.

Right-click a trading partner row to display a menu from which you can choose from the following operations:
  • Edit Trading Partner… displays the Edit Trading Partner dialog box. Alternatively, you can also double-click a row to display the edit dialog box. See Adding or editing a Trading Partner.
  • Remove Trading Partner deletes the selected Trading Partner(s).
  • Transfer Report… displays the Transfer Report Filter dialog box for the selected Trading Partner(s). See Transfers.
  • Find and Find Next allow the user to search the table for specific entries. See Searching the Trading Partner Table.
Right-click a non-trading partner row to display a menu from which you can choose from the following operations:
  • Transfer Report… displays the Transfer Report Filter dialog box for the selected host/mailbox. See Transfers.
  • Associate to Trading Partner displays the Trading Partner Selection dialog box, where you can create a new partner or select an existing one.
In addition, you can use the row of buttons at the bottom of the page.