Working with Accounts : Filtering the Trading Partner List

Filtering the Trading Partner List

You can use the filter to display a list of retailers based on the criteria you specify.

To filter the Trading Partner list

1
*
Trading Partner Name—Enter a retailer’s full or partial name.
*
Account Number—Enter a retailer’s full or partial OpenText Active Catalogue account number.
*
Subscription Date on/after—To display a list of retailers who opened OpenText Active Catalogue accounts on or after a specific date, enter that date.
*
Access Type—To display only retailers with a specific access, select an access type from the drop-down list:
*
Restricted—Show only retailers who have no access to your catalogue.
*
Unrestricted—Show only retailers who have full access to your catalogue.
*
Selection Code—Show only retailers whose access is restricted to specific Selection Codes.
2
Click Filter.

The list that meets your criteria displays.

Note: To remove all filter criteria, click Clear Filter.

21.2 release. Online Help last updated March 6, 2021

OpenText Active Catalogue Browser Interface User Guide for Vendors PDF


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