Responding to Partner Requests – Modalius

When another organization wants to connect with you, you will receive a partnership request. This guide explains how to review and respond to incoming requests.

Finding Incoming Requests

Navigate to Partners in the main menu
Look for relationships with Pending Response status where your Business Unit is the approver
You may also receive a notification alert when a new request arrives

Reviewing a Request

Click on a pending request to view:

The requesting organization's Business Unit name and logo
Which of your Business Units they want to connect with
When the request was sent
Who is designated as the primary party for the connection

Accepting a Request

To accept a partnership request:

Click on the pending request to open the details
Review the requesting Business Unit's information
Click Accept

What happens when you accept: The relationship becomes active immediately. SFTP configurations are updated for both Business Units, and you can begin exchanging EDI files. The requesting Business Unit receives a notification that their request was accepted.

Rejecting a Request

To decline a partnership request:

Click on the pending request
Click Reject
Confirm your decision

The requesting Business Unit will be notified that their request was rejected. No relationship is established, and no file exchange is possible.

Note: The requesting Business Unit can submit a new request in the future after a rejection.

Things to Consider Before Accepting

Before accepting a request, verify:

You recognize the requesting organization and Business Unit
You have an existing business relationship with them
You are ready to receive EDI files from them
The primary party designation is correct

After Accepting

Once you accept a request, you may want to:

Verify your EDI identifiers are configured correctly for the connection
Set up any external connection rules if needed
Test file exchange with the partner