Manage trading restrictions

When you set up a WebTrader user account, you assign one of the following restrictions to the account:

  1. Allow trading with all members of subscribed communities
  2. Allow trading with sponsor and any sponsor representatives (default)
  3. Allow trading with all members of subscribed communities and also assume the role of sponsor representative – This restriction enables any WebTrader user with restriction #2, and with the same Sponsor, to trade with you.

Restriction descriptions

Allow trading with all members of subscribed communities

A WebTrader with this trading restriction can:

  • Trade with all members of subscribed communities
  • Trade with other WebTrader and non-WebTrader trading partners that are members in their subscribed communities
  • Trade with the community sponsor in their subscribed communities

When the WebTrader user sends documents, the WebTrader interface displays list of allowed recipients. This list is populated according to the following rules:

  • The recipient list comprises all members (WebTraders, remote partners, community sponsors) that are in their subscribed communities

Allow trading with sponsor and any sponsor representatives

Note   A sponsor representative is a WebTrader that is assigned restriction #3.

A WebTrader with this trading restriction can:

  • Trade with the sponsor community
  • Trade with the sponsor representatives in their sponsor community

A WebTrader with this trading restriction cannot:

  • Trade with other partners or WebTraders outside their sponsor community
  • Trade with communities to which they are subscribed but to which they are not sponsored

When the WebTrader user sends documents, the WebTrader interface displays list of allowed recipients. This list is populated according to the following rules:

  • The recipient list comprises members (community sponsor or sponsor representatives) that are in their sponsor community

Allow trading with all members of subscribed communities and also assume the role of sponsor representative

A WebTrader with this trading restriction is a sponsor representative. This WebTrader can:

  • Trade and allow trading with WebTraders with the same sponsor and with trading restriction (#2 above)
  • Trade with all members of subscribed communities
  • Trade with WebTrader and non-WebTrader trading partners that are members of subscribed communities

When the WebTrader user sends documents, the WebTrader interface displays list of allowed recipients. This list is populated according to the following rules:

  • The recipient list comprises all members (WebTraders, remote partners, and community sponsors) that are in their subscribed communities

Restriction example 1

Use case:

  • WT1 is the member of a single community, Community A.
  • WT1 has Community A for sponsor.
  • WT1 is assigned restriction #1: "Allow trading with all members of subscribed communities"
  • A set of trading relationships are configured as illustrated in the following figure:
  • The set of restrictions for example 1.

Result:

WT1 can trade with:

  • WT2
  • SPA
  • WT3
  • P1

Restriction example 2

Use case:

  • WT2 is the member of a single community, Community A.
  • WT2 has Community A for sponsor.
  • WT2 is assigned restriction #2: "Allow trading with sponsor and any of that sponsor's representatives"
  • A set of trading relationships are configured as illustrated in the following figure:
  • The set of restrictions for example 2.

Result:

WT2 can trade with:

  • SPA
  • WT3

Restriction example 3

Use case:

  • WT3 is the member of a single community, Community A.
  • WT3 has Community A for sponsor.
  • WT3 is assigned restriction #3: "Allow trading with all members of subscribed communities and also assume the role of sponsor representative"
  • A set of trading relationships are configured as illustrated in the following figure:
  • The set of restrictions for example 3.

Result:

WT3 can trade with:

  • WT1
  • SPA
  • WT2
  • P1

Restriction example 4

Use case:

  • WT2 has Community A for sponsor and is additionally subscribed to Community B.
  • WT2 is assigned restriction #2: "Allow trading with sponsor and any of that sponsor's representatives"
  • A set of trading relationships are configured as illustrated in the following figure:
  • The set of restrictions for example 4.

Result:

WT2 can trade with:

  • WT3
  • SPA

Restriction example 5

Use case:

  • WT4 has Community B for sponsor and is additionally subscribed to Community A.
  • WT4 is assigned restriction #1: "Allow trading with all members of subscribed communities"
  • A set of trading relationships are configured as illustrated in the following figure:
  • The set of restrictions for example 5.

Result:

WT4 can trade with:

  • WT1
  • P1
  • WT2
  • P2
  • WT3
  • SPA
  • WT5
  • SPB

Restriction example 6

Use case:

  • WT5 has Community B for sponsor and is additionally subscribed to Community A.
  • WT5 is assigned restriction #3: "Allow trading with all members of subscribed communities and also assume the role of sponsor representative"
  • A set of trading relationships are configured as illustrated in the following figure:
  • The set of restrictions for example 6.

Result:

WT5 can trade with:

  • WT1
  • P1
  • WT2
  • P2
  • WT3
  • SPA
  • WT4
  • SPB

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