Enable the routing functionality for a new company / counterparty.
Step-by-step guide to set up a routing rule for a new company - Log into your GEN account:
1. Go to 'Company preferences'
2. Select 'Routing' tab
3. Routing "Enable" and select "+ Add new" to open the company data frame
4. Start typing in the EIC code of the new company, the legal name will be added later by GEN if it's unknown to date.
5. Select 'Add new'
6. Type in the rest of the required information as required.
You may select "all" for "Transaction Type" and "Commodity" to cover business cases expected in the future. The "Delivery Point" may even be left empty to have it apply to all locations.
Choose a date well in the past to ensure all business cases are processed.
7. Click 'Save'
Once routing is enabled, all confirmations will automatically be routed.
Continue with the following article when you need to exclude respective counterparties from the routing rule.
https://support.fidectus.com/en/how-to-exclude-companies-from-routing