The process for routing a document through Conexiom Express begins the same as it would for Conexiom Premier.
The basic process begins when a document gets routed to Conexiom Express. This happens through the same portal-processing email address as Conexiom Premium. At that point, the system generates a Document Entry alert in the Partner Portal. It also sends a corresponding email notification to draw attention to the alert.
When you follow a notification or click the Alerts tab and see a Document Entry alert, click the Open Page icon of that alert listing to view the document in the Conexiom Express user-interface screen.
On the left side of the screen, you can see the AI-generated facsimile of the original document. Evaluate this copy to see what needs to be added or changed before approving the document.
The right side of the screen displays tabs such as Ship To and Bill To. Each tab groups the different fields in the document shown on the left side, as when grouping the name and the address of the party to whom the product will be shipped.
When one of these tabs is highlighted red, the color indicates an error that needs to be resolved. When a tab is highlighted in yellow, a warning indicates you need to evaluate the data for a possible error.
Errors need to be resolved before approving the document. Unlike errors, if the document displays a warning, you don’t necessarily have to resolve the problem its flagging. Instead, after checking data, you can click Approve with Warnings.
In addition to errors and warnings, some fields in the column of panels remain empty. You can enter data in these fields for a number of reasons, such as company policies, but as with warnings, if you don’t fill these fields in, the application won’t stop you from moving forward.
Approving the document is the final step. From there, the document is delivered to your ERP.
After processing, the document can be found in the customer’s Partner Portal on the Production Documents sub-tab of the Customer Details page.