In Syncrofy, a document's partner identifier is the information which identifies its trading partner and is referred to as the Business Partner ID. This is an identifier assigned to all documents which have a business data identifier that is associated with an in-application business partner, with respect to the document’s company and environment.
We support the following format for these business data identifiers:
By default, all documents that match any of a partner’s business data identifiers will have the same partner identifier and can therefore be correlated together.
Note: When Strict ID Checking is turned OFF, Syncrofy will consider all IDs for that partner/organization equally. When Strict ID Check is ON, Syncrofy will only consider the exact specific Business Partner ID. For more on Strict ID checking, click here.
When Syncrofy processes a Functional Acknowledgement (997), it ingests the Group Control Number (AK1*02) and finds documents that have the identical number in their GS*06. The same is done for the following to ensure they match up:
A document is “Accepted” when it is correlated to:
A document is “Rejected” when it is correlated to:
Syncrofy correlates Application Advice (824) documents to other documents by the following data:
Note: If either the Transaction Control Number or Group Control Number are missing from the application advice document, Syncrofy will attempt to correlate without them.
Document timelines are linked together in Syncrofy by:
Note: Typically for invoices, POs, ASNs, POC, POA, Motor Carrier BOL; and sometimes not (application advice uses something that closely resembles its correlation criteria). In the case of multiple purchase order numbers, multiple composite keys are created, linking to multiple timelines.
Once a document is correlated to a timeline, it will add relevant data to other documents in its timeline based on its type (e.g. invoice will add invoice numbers and invoice dates to a purchase order in its timeline).
Incoming documents are correlated to lifecycles based on:
as well as their type and the following document-specific data: