After Express is Implemented, "Unknown Customer" Alert Becomes "Document Entry" Alert

Adding Express AI to an existing trading partner portal creates a change in workflow, where Unknown Customer alerts become Document Entry alerts.

Overview

Before adding Conexiom Express AI, documents with no matching assign key are flagged to users as an Unknown Customer alert. After adding Express AI, Unknown Customer alerts are replaced with Document Entry alerts instead.

This article pertains to environments under the following conditions:

Conexiom Express AI has recently been deployed in a portal that contains pre-existing trading partners
Express AI is set as Production status while still undergoing modification and validation
- Backend process configurations may still be in progress
- Submission and delivery of test documents continue until the customer organization is completely ready
- Test versus Production documents are defined by being sent to the corresponding order processing email on the Company page

1 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png — Status appears to be in Production, though testing is ongoing

New workflow for ‘Unknown Customer’ Alerts

Before adding Express AI, documents with no matching assign key were flagged as an “Unknown Customer Alert,” which displayed as follows:

3 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png — Documents with No Matching Assign Key

However, with Express AI enabled, all documents which previously triggered an Unknown Customer alert now trigger a Document Entry alert.

New Alert type: Document Entry

Alerts for Express AI documents will now display with the new Document Entry alert type. While you can access this alert, setup is still in progress, so any errors you see may not be reflective of the final setup.

2 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png — Document Entry Alert

At this point, the workflow remains the same as that of an Unknown Customer alert: reassign the document to a trading partner, or dismiss the document. To make this choice, follow these steps:

Open the alert and you’ll be met with the Express AI interface, which your Conexiom Representative will review with you in more detail. For now, navigate to the bottom of the page and click the arrow (1) on the Select field, next to Check Data, to display the drop-down menu.

4 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png — Select Field Next to Check Data

From the drop-down menu, select the option to either Reassign to a Trading Partner (2) or Do Not Process (3) the document.

5 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png — Drop-down Menu to Reassign or Ignore Alert

If you choose to reassign, a pop-up dialogue box will allow you to search and select a trading partner.

6 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png — Reassign Trading Partner Dialog Box

Confirm your choice by clicking Reassign Document.

Click here to learn more about Document Entry alerts and the Express AI workflow.