Set Default Configuration

Select Set Default Configuration on the ProcessLinks screen.

Configure the settings for ProcessLinks that determine how companies send and receive messages in Info Exchange by default.

This table allows the user to set options for each transaction sent by the Partner in the ProcessLink.

• Business Process – The TraceLink app that correlates to the transaction (e.g. Delivery Tracking, Quality Review).
• Transaction – The type of transaction.

• Delivery Options – Indicates what happens to the transaction when the company receives it in TraceLink.
  • 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.

• Transaction Cross-Reference – Indicates whether TraceLink cross-references transaction information with customer supplied information.
  • Enable Customer Lot Number – If selected, TraceLink cross-references 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.
• Customer and Supplier ID Override – Checkbox indicates whether the Customer and Supplier ID Override is enabled.
  • Enable – Instructs TraceLink 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.
• Movement Type Code – TraceLink applies the entered movement type code to the transaction, which overwrites existing values during outbound deliveries.

1. Select a radio button option for Upon Saving This Form Apply Settings To in the How to Apply Default Configuration section.
2. In the Info Exchange Settings section:
1. Select a Mode from the drop-down.
2. Select a Company ID Type from the drop-down.
3. Enter a Company ID in the text field.
3. In the SAP IDoc Receiver Settings section:
1. Enter My SAP Client Number in the text field.
2. Enter My Logical System Name in the text field.
3. Enter My Logical System Port in the text field.
4. In the SAP IDoc Sender Settings section:
1. Enter a Sender Partner Number in the text field.
2. Enter a Sender partner Port in the text field.
3. Select a Sender Partner Type from the drop-down.
4. Select a Sender Partner Function from the drop-down.
5. In the Transaction Delivery Settings section:
1. Select a Delivery Option from the drop-down.
2. Select or deselect Enable Customer Lot Number in the Transaction Cross-Reference column.
3. Select or deselect Enable in the Customer and Supplier ID Override column.
4. Enter a Movement Type Code in the text field.
6. 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.