Methods for Populating Conexiom Express Fields

There are four methods for populating Conexiom Express fields: Double-Clicking, Moving to the Right, Copying and Pasting, and Manually Entering Data. Additionally, this article explains how to search for Address Data in the Address field.

In the panels on the right side of your screen, you can fill in most missing data with one of the following methods. The one exception is that the Sold-To ID and Trading Partner fields must be manually entered the first time a document is received from a new trading partner in Express. Once entered, the system will remember these values for future documents from that trading partner. (For more details, see Sold-To ID and Trading Partner Fields in Express).

The first, second and third options described below, “Double-Click”, “Move to the Right” and “Copying and Pasting” help Conexiom’s AI learn information about this customer for future use. Entering data manually, the fourth option, does not further develop the AI-learning process.

Note: Fields predicted by AI include all fields that can be selected from the document on the left-hand side and have a corresponding field in the right-hand panel, including user-defined fields.

Double-Clicking

1. Locate the field in the document.

2. Double-click the field you want to copy.

3. In the right-hand panel, find the matching field.

4. Double-click the matching field.

5. The information is copied automatically.

Moving to the Right

1. Click the field on the left showing the data that should be shared with the field on the right. A menu displays.

2. Click Move to right.

3. Make selections from the successive menus that open. These menus allow you to navigate to the name of the field on the right that requires the data. When you select the name of that field from the menu, the data is transferred.

Copying and Pasting

1. Click the field on the left showing the data that should be shared with the field on the right. A menu displays.

2. From the menu, click Copy.

3. In the field on the right side of your screen that is missing the data, right-click your mouse and from the menu that displays, select Paste (or use the keyboard shortcut Control + V) to place the data in the field.

Date and Number Format and Language Correction

When dates or numbers are not consistent in a document, with different formats or languages populating some fields, Express now provides a way to copy the correct language and formatting into that cell.

For example, dates can be formatted as MM/DD/YYYY, DD/MM/YYYY, or YYYY/MM/DD, in many different languages. When a date is selected, the system provides a dialog box from which to select the correct format. The date then displays in the selected format and language of the user’s view.

This feature helps provide quick review and submission of documents to your ERP system. For more information, .

Manually Entering Data

You can manually enter the data directly into the field on the right.

Entering data manually does not further develop the AI-learning process. The two options described above, “Moving to the Right” and “Copying and Pasting” do further develop the AI-learning process.

1. Click on the field to locate your cursor within it.

2. Manually enter the data in the field.

Searching for Address Data in the Address Search Field

When supplying Address data for Ship To or Bill To addresses, you can search the system.

1. Open the Ship To or Bill To panel on the right. Near the top of the panel, the Search for an Address search field displays.

2. Click the Search for an Address. The system searches the addresses in your Partner Portal.

3. If it is available, from the listings of possible listing, select the correct address.