Knowledge Base

Back to home

Knowledge Base

Trading Partner Management

Trading Partner Management

Selecting Trading Partners

Clear Text vs. Images of Text

Fonts, Formats, and Text Conexiom Reads

Selecting the Right Trading Partners for Conexiom Automation [Video]

Premier Trading Partner Setup

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 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

See more

Change Requests

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

Change Requests

Creating an Annotated Document

See more

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

See more

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

Email Automation

Email Forwarding Strategies & RBOP

Using RBOP

Setting Up RBOP