The Conexiom Express Application

The Document tab is open by default. Here you can review the original PDF document that was submitted.

Click the Email tab when you want to examine the email to which the document you are working with was attached.

In a multiple page document, the Page Counter displays current page number. Click Page-Switch Arrows (< or >) to choose different pages.

• Hover over any field until it highlights and then click on it. A menu displays with four action items.
  • Select Move to right to corresponding field in panel on right side. Successive menus open to allow you select correct field in which you will paste the data.
  • Select Copy data for pasting in corresponding panel on right side or anywhere else.
    Note: Above selections contribute to AI learning. (Manual data entry does not).
  • Select Set the date format to interpret the listing of month, date, and year to correspond to the correct custom. (Example: Germany uses Date/Month/Year.
  • Select Reset number format to select Dot or Comma to correspond to the correct custom with currency. (Example: Europe uses comma in writing amounts of money.
• Highlight a single item on the left and double-click the field on the right into which you want the information to be pasted. The information transfers without making a menu selection.
•  Highlight a multi-lined area on the left and double-click the field on the right into which you want the information to be pasted. The information transfers without making a menu selection. 

Click the Download icon to transfer a copy of the original document to your computer system.

Click Zoom In or Zoom Out, to magnify or reduce the size of the document.

The Document Information tab is read-only. It shows the computer’s record of essential document information, including customer name, document status, sender, receiver, email subject, reception or processing date, document ID, line count, and total currency amount.

The General Info tab serves as a centralized hub for overseeing general document details, including customer ID, document number, order date, payment terms, shipping method, FOB, currency, and buyer information.

The Ship To tab records to whom the product is to be shipped. It also provides address-search capability. Click the Search for an Address field to select the correct addresses from a drop-down list.

The Bill To tab records to whom the product is to be billed. It also provides address-search capability. Click the Search for an Address field to select the correct addresses from a drop-down list.

The Vendor tab records vendor information, including Vendor ID, FAX, and Phone. 

Click the List Items tab to open the List Items dialog. It enables you to add to, edit, or remove data from the list of products and its descriptions.

• Scroll vertically or horizontally to find individual details.
• Click on the field you want to change and enter what you want.
• To add a line in the table, click Add Line icon at the bottom left-hand side of the table.
• When you click on a line, the Garbage Can icon displays at the end of the line, allowing you to delete it.

The Totals tab serves as a central hub for consolidating the total cost associated with the order. It includes standard fields such as subtotal, state tax, federal tax, freight, order discount, and the final total.

Click the field to display a full list of available document actions

• Select Check data, (identical in function to the Check Data button described below), to validate field data against ERP and cross-reference data. When data discrepancies are identified, the system marks them as warnings that are highlighted in yellow.
  Errors are detected and flagged as users enter data into each field. Errors are not triggered by clicking Check Data.
• Select Check and Apply data update field data after comparing against ERP and cross-reference data. When data discrepancies are identified, the system replaces it, ensuring data accuracy and consistency.
• Select Do not process to cancel the processing of a document, removing it from the alert list. It triggers a notification email to the document sender, informing them of the cancellation.
• Select Reassign assign the document to an established trading partner, facilitating its continuation for further processing.
• Select Reset to reset all fields to their original values, effectively restoring the data to its initial state.
• Select Close Document to save all changes and close the document.
  The document cannot be approved until it is verified by clicking Check Data or Check and Apply Data.

Click the Check Data button, (identical in function to the menu item described above), to validate field data against ERP and cross-reference data. When data discrepancies are identified, the system marks them as warnings that are highlighted in yellow.

Errors are detected and flagged as users enter data into each field. Errors are not triggered by clicking Check Data.

The Document tab is open by default. Here you can review the original PDF document that was submitted.

Click the Email tab when you want to examine the email to which the document you are working with was attached.

In a multiple page document, the Page Counter displays current page number. Click Page-Switch Arrows (< or >) to choose different pages.

• Hover over any field until it highlights and then click on it. A menu displays with four action items.
  • Select Move to right to corresponding field in panel on right side. Successive menus open to allow you select correct field in which you will paste the data.
  • Select Copy data for pasting in corresponding panel on right side or anywhere else.
    Note: Above selections contribute to AI learning. (Manual data entry does not).
  • Select Set the date format to interpret the listing of month, date, and year to correspond to the correct custom. (Example: Germany uses Date/Month/Year.
  • Select Reset number format to select Dot or Comma to correspond to the correct custom with currency. (Example: Europe uses comma in writing amounts of money.
• Highlight a single item on the left and double-click the field on the right into which you want the information to be pasted. The information transfers without making a menu selection.
•  Highlight a multi-lined area on the left and double-click the field on the right into which you want the information to be pasted. The information transfers without making a menu selection. 

Click the Download icon to transfer a copy of the original document to your computer system.

Click Zoom In or Zoom Out, to magnify or reduce the size of the document.

The Document Information tab is read-only. It shows the computer’s record of essential document information, including customer name, document status, sender, receiver, email subject, reception or processing date, document ID, line count, and total currency amount.

The General Info tab serves as a centralized hub for overseeing general document details, including customer ID, document number, order date, payment terms, shipping method, FOB, currency, and buyer information.

The Ship To tab records to whom the product is to be shipped. It also provides address-search capability. Click the Search for an Address field to select the correct addresses from a drop-down list.

The Bill To tab records to whom the product is to be billed. It also provides address-search capability. Click the Search for an Address field to select the correct addresses from a drop-down list.

The Vendor tab records vendor information, including Vendor ID, FAX, and Phone. 

Click the List Items tab to open the List Items dialog. It enables you to add to, edit, or remove data from the list of products and its descriptions.

• Scroll vertically or horizontally to find individual details.
• Click on the field you want to change and enter what you want.
• To add a line in the table, click Add Line icon at the bottom left-hand side of the table.
• When you click on a line, the Garbage Can icon displays at the end of the line, allowing you to delete it.

The Totals tab serves as a central hub for consolidating the total cost associated with the order. It includes standard fields such as subtotal, state tax, federal tax, freight, order discount, and the final total.

Click the field to display a full list of available document actions

• Select Check data, (identical in function to the Check Data button described below), to validate field data against ERP and cross-reference data. When data discrepancies are identified, the system marks them as warnings that are highlighted in yellow.
  Errors are detected and flagged as users enter data into each field. Errors are not triggered by clicking Check Data.
• Select Check and Apply data update field data after comparing against ERP and cross-reference data. When data discrepancies are identified, the system replaces it, ensuring data accuracy and consistency.
• Select Do not process to cancel the processing of a document, removing it from the alert list. It triggers a notification email to the document sender, informing them of the cancellation.
• Select Reassign assign the document to an established trading partner, facilitating its continuation for further processing.
• Select Reset to reset all fields to their original values, effectively restoring the data to its initial state.
• Select Close Document to save all changes and close the document.
  The document cannot be approved until it is verified by clicking Check Data or Check and Apply Data.

Click the Check Data button, (identical in function to the menu item described above), to validate field data against ERP and cross-reference data. When data discrepancies are identified, the system marks them as warnings that are highlighted in yellow.

Errors are detected and flagged as users enter data into each field. Errors are not triggered by clicking Check Data.