ProcessLink How-Tos

Search ProcessLinks

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select ProcessLinks.
  2. Fill in one or more of the following search fields:
    • ProcessLink / Alt Identifier – Only ProcessLinks containing the entered values as all or part of the ProcessLink Name or Alt Identifier fields return in the results table.
    • Owner – Only ProcessLinks containing the entered values as all or part of the Owner field return in the results table.
  3. Select Search.

    The results display in the table.

  • To reassign the ProcessLink's owner, select Reassign Owner in the Actions column.

Set the Default Configuration for all ProcessLinks

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select ProcessLinks.
  2. Select Set Default Configuration.
  3. Select how to apply the updates after saving from the Upon Saving this Form Apply Settings to radio buttons:
    • New ProcessLinks Only - No changes to existing ProcessLinks – The new configuration settings only apply to new ProcessLinks.
    • All ProcessLinks - Existing ProcessLinks will be updated – The new configuration settings apply to all existing ProcessLinks, as well as new ProcessLinks.
  4. In the Info Exchange Settings section:
    1. Select which Mode TraceLink processes transactions in:
      • Test – The ProcessLink only tests the relationship, without real data.
      • Production – The ProcessLink contains real data from the production process.
    2. Select the Company ID Type used to identify the company in Info Exchange messages (optional).
    3. Enter the Company ID value in the text field (optional).
  5. In the SAP IDoc Receiver Settings section:

    If the company uses SAP, the SAP IDoc Receiver and Partner Profile sections configure default settings for the ProcessLinks applied in outbound translation and delivery of IDoc messages sent to the company's system.

    1. Enter the SAP client number for the company in the My SAP Client Number field (optional).
    2. Enter the SAP logical system name for the company in the My Logical System Name field (optional).
    3. Enter the SAP logical system port for the company in the My Logical System Port (optional).
  6. In the SAP IDoc Sender Settings section:
    1. Enter the SAP Sender Partner Number of the Partner that sends messages to the company (optional).
    2. Enter the SAP sender Partner Port of the Partner that sends messages to the company (optional).
    3. Select the Sender Partner Type of the Partner that sends messages to the company (optional).
      • KU (Customer)
      • LI (Vendor)
      • LS (Logical System)
      • US (User)
      • B (Bank)
      • GP (Business Partner)
    4. Enter the Sender Partner Function of the Partner that sends messages to the company, based on the Sender Partner Type selected (optional).

      5. Disabled if the Sender Partner Type is US (User), B (Bank), or GP (Business partner).

  7. In the Transaction Delivery Settings table, follow the steps below for each Business Process - Transaction:
    1. Select what happens to the transaction when the company receives it in TraceLink from the Delivery Options drop-down:
      • Automatically Deliver – Instructs TraceLink to translate transactions received from the Partner to the configured format set up by the company and then deliver the transactions to the configured endpoint set up by the company.
      • Manual Delivery only – (default) Instructs TraceLink not to deliver transactions received from the Partner.
      • Deliver After Business User Review – Instructs TraceLink to hold transactions received from the Partner and display them in the ProcessLink Pending Review tab, so that a business user can review the transactions and determine whether or not to deliver them.
    2. Select the Enable Customer Lot Number checkbox in the Transaction Cross-Reference column to cross-reference the item code and lot number in these transactions against the cross-reference table maintained by the company's customer and then substitutes the lot number if necessary (optional).
    3.  Select the Enable checkbox in the Customer and Supplier ID Override column to apply the Customer and/or Supplier Location and ID Settings configured in the individual ProcessLink configuration to the transaction, which overwrites existing values during outbound delivery (optional).
    4. Enter the Movement Type Code to overwrite the existing values during outbound delivery (optional).
  8. Select Submit.

    The ProcessLinks screen displays, and the updated default configuration is applied to all new ProcessLinks and, if applicable, all existing ProcessLinks are updated as well.

Edit the Configuration for a Specific ProcessLink

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select ProcessLinks.
  2. Search for the ProcessLink to configure.
  3. Select Configure ProcessLink in the Actions column.
  4. Enter the Alt Identifier defined for the ProcessLink, which allows TraceLink to properly route transactions sent by the company to the ProcessLink and label transactions sent to the company.
  5. In the Info Exchange Settings section:
    1. Select which Mode TraceLink processes transactions in:
      • Test – The ProcessLink only tests the relationship, without real data.
      • Production – The ProcessLink contains real data from the production process.
    2. Select the Company ID Type used to identify the company in Info Exchange messages.
    3. Enter the Company ID value in the text field.
  6. In the Customer and Location ID Settings section:

    If Customer and Supplier ID Override in the Transaction Delivery Settings table is set to Enable, TraceLink applies the following values to the outgoing transaction.

    1. Enter the Customer ID that identifies the customer in this ProcessLink (optional).
    2. Enter the Customer Location ID that identifies the customer location in this ProcessLink (optional).
  7. In the SAP IDoc Receiver Settings section:

    If the company uses SAP, the SAP IDoc Receiver and Partner Profile sections configure default settings for the ProcessLinks applied in outbound translation and delivery of IDoc messages sent to the company's system.

    1. Enter the SAP client number for the company in the My SAP Client Number field (optional).
    2. Enter the SAP logical system name for the company in the My Logical System Name field (optional).
    3. Enter the SAP logical system port for the company in the My Logical System Port (optional).
  8. In the SAP IDoc Sender Settings section:
    1. Enter the SAP Sender Partner Number of the Partner that sends messages to the company (optional).
    2. Enter the SAP sender Partner Port of the Partner that sends messages to the company (optional).
    3. Select the Sender Partner Type of the Partner that sends messages to the company (optional).
      • KU (Customer)
      • LI (Vendor)
      • LS (Logical System)
      • US (User)
      • B (Bank)
      • GP (Business Partner)
    4. Enter the Sender Partner Function of the Partner that sends messages to the company, based on the Sender Partner Type selected (optional).

      5. Disabled if the Sender Partner Type is US (User), B (Bank), or GP (Business partner).

  9. In the Supplier and Location ID Settings section:

    If Customer and Supplier ID Override in the Transaction Delivery Settings table is set to Enable, TraceLink applies the following values to the outgoing transaction.

    1. Enter the Supplier ID that identifies the supplier in this ProcessLink (optional).
    2. Enter the Supplier Plant ID that identifies the supplier plant in this ProcessLink (optional).
    3. Enter the Supplier Location ID that identifies the supplier location in this ProcessLink (optional).
  10. In the Transaction Delivery Settings table, follow the steps below for each Business Process - Transaction:
    1. Select what happens to the transaction when the company receives it in TraceLink from the Delivery Options drop-down:
      • Automatically Deliver – Instructs TraceLink to translate transactions received from the Partner to the configured format set up by the company and then deliver the transactions to the configured endpoint set up by the company.
      • Manual Delivery only – (default) Instructs TraceLink not to deliver transactions received from the Partner.
      • Deliver After Business User Review – Instructs TraceLink to hold transactions received from the Partner and display them in the ProcessLink Pending Review tab, so that a business user can review the transactions and determine whether or not to deliver them.
    2. Select the Enable Customer Lot Number checkbox in the Transaction Cross-Reference column to cross-reference the item code and lot number in these transactions against the cross-reference table maintained by the company's customer and then substitutes the lot number if necessary (optional).
    3.  Select the Enable checkbox in the Customer and Supplier ID Override column to apply the Customer and/or Supplier Location and ID Settings configured in the individual ProcessLink configuration to the transaction, which overwrites existing values during outbound delivery (optional).
    4. Enter the Movement Type Code to overwrite the existing values during outbound delivery (optional).
  11. Select Submit.

    The ProcessLinks screen displays, and TraceLink saves the updated configuration for this ProcessLink.