Account Management
Learn how to onboard and manage your trading partners.
Trading Partner Setup
- Guidelines and Best Practices for Submitting a Change Request
- Template and Examples for Submitting Change Requests
- Submitting a Change Request via Text
- Submitting a Change Request via Email
- Escalating Change Requests
- Leveraging First Pass Mapping
- Submitting Change Requests
- Creating an Annotated Document
The Basics
- Adding a New Trading Partner
- Document Statuses
- Configuring a Trading Partner
- Submitting Test Documents
- Turning On the Auto Delivery Test Document Feature
- Creating Assign Keys
- Moving a Trading Partner into Production
- Trading Partner Email Notifications
- Editing Trading Partner Details Individually or in Bulk
- Removing a Trading Partner from the Customer List
- Customer (or Vendor) Statuses
- Turning on Auto Approve: How and Why
- Verifying Test Documents
- Unlocking an Account
- Alternative Methods for Submitting Documents
- Submitting Production Documents
- Importing Trading Partners in Bulk
- Cloning a Trading Partner Account
- Trading Partner Setup Process
- Setting Business And Division To Restrict User Access
Email Forwarding
Premier Trading Partner Setup
- Clear Text vs. Images of Text
- Fonts, Formats, and Text Conexiom Reads
- Selecting the Right Trading Partners for Conexiom Automation [Video]
Managing Cross Reference Tables
- Creating a New Cross Reference Table
- Working with a Cross Reference Table
- Working within the Rows of a Cross-Reference Table
Alerts & Alert Handling
- Types of Alerts
- Clearing Alerts
- Resolving Alerts
- Resolving an Unknown Customer or Vendor Alert
- Resolving Remit To, Ship To, and Bill To Alerts
- Assigning Alerts
Premier Trading Partner Setup with Configuration Studio
- Configuration Studio Overview
- Opening Configuration Studio
- Managing and Uploading Documents in Configuration Studio
- Common Fields and their Definitions in Configuration Studio
- The Configuration Screen in Configuration Studio
- Customizing Sections in Configuration Studio
- Creating and Modifying Fields in Configuration Studio
- Creating & Modifying Sections in Configuration Studio
- Splitting Fields in Configuration Studio
- Strategies for Mapping Line Variations Using Configuration Studio
- Using & Modifying Field Definitions in Configuration Studio
- Retrieving a Previously Created Document Template
- Using Cross Reference Tables in Configuration Studio
- Creating & Modifying Business Logic Statements in Configuration Studio
- Checking Field-Definition Accuracy in Configuration Studio
- The Validation Screen in Configuration Studio
- Resolving Common Errors in Configuration Studio
- Creating and Modifying Business Logic and Transformation Statements for Specific Trading Partners