Verifying Test Documents

There are several tasks involved in testing, validating, and delivering documents. These tasks can vary depending on whether you have Exception Manager (EM) or not.

1. Testing and Validating Sample Documents in Exception Manager (if Exception Manager is enabled)
2. Delivering Test Documents to your ERP
3. Testing & Validating Document Delivery in your ERP
4. Next Steps

Refer to Configuring a Trading Partner, here, for the steps to complete before validation and delivery.

Testing and Validating Documents in Exception Manager

Note: If you do not have Exception Manager, skip this step section 

Testing Exception Manager documents can generate alerts that you need to and correct before the documents can be delivered to the ERP system for testing.

 

Once opened in the Exception Manager screen, compare the data extracted from the original document on the left to the values in the right-hand side. Evaluate the following:

1. Check data extraction and contextualization. To do so, go through the document line by line and confirm the program has extracted the values you expect.

   1. Check that the number of lines accurate.

   2. Check that the order of lines being accurate.

   3. Check that the document is being split correctly? (if applicable).

   4. Check that the data from the original document extracted and contextualized correctly? Check all Header, Footer and Line fields. For example, was the buyer captured.

   5. Check that transformations you requested are accurately applied.

      Note: Transformations might make the information display differently than how it had originally displayed in the document. For example, if you intended that special characters were to be removed from a part number, they need to display as you intended.

2. Check validations. To do so, review the document and evaluate appropriateness of the red, green, and blue fields that indicate validations and errors. If any fields display a validation or an error incorrectly, then check the following:

1. 1. If the document data was properly extracted and contextualized. For example, the wrong address may have been captured as the Ship To Address.

   2. Whether your cross-reference table data or ERP data, (depending on data source), is outdated.

      Note: Incorrect data in the table or your test ERP system could result in incorrect validations in Conexiom.

Approving your Document in Exception Manager

To successfully deliver a document to your ERP, you first need to approve each Exception Manager alert.

 

When you have verified that the data extractions and validations are correct and that all errors have been fixed, in the menu in the bottom right corner. click Approve. This changes the document status to a “Validation Required” in the Test Documents sub-tab on the Customer Details page. At that point, the document is ready to deliver to your system for further testing.

To download the Quick Reference Card "How to Test and Validate in Exception Manager," click here. 

Delivering Test Documents to Your ERP System

When the customer or vendor has been created and Conexiom’s team has applied the initial configurations, you need to test and validate the results in your ERP system. 

Follow these steps to deliver test documents for that testing:

1. Open the Customer Details page for that trading partner and click the Test Documents sub-tab.

2. Check each box that corresponds to the documents with the status of "Validation Required."

3. Click Options and from the menu that displays.

4. Select Deliver.

• Monitor the change in status as you wait for the system to process the deliveries.

  To ensure the latest updates are displayed, refresh your page.

• Respond to the change in status when it occurs:

  • If the status changes to "Delivered.“ the delivery has been successful.

  • If the status changes to “Not Processed,” the document has encountered issues. When this occurs, see Troubleshooting Document Delivery, directly below.

When document delivery is successful, you can test and validate the documents in your ERP system to ensure that data extraction and document configurations meet your expectations. (See Testing & Validating in your ERP System below).

Additional Test Documents

The test documents you deliver will be those that you originally uploaded or emailed in to Conexiom before your Initial Change Request was submitted. For instructions on uploading more documents to test in Conexiom, clear here.

Reprocessing Test Documents

To re-process a test document when it has been processed previously, as, for example, when you have changed a cross-reference table, follow these steps:

1. Select one or more document.

2. Click Process.
   Note: To ensure the latest updates are displayed, refresh your page.

3. Wait for the system to process the documents and observe any change in status.

4. Respond to the change in status when it occurs:
   If the status changes to "Delivered,“ the delivery has been successful.
   If the status changes to “Not Processed,” the document has encountered issues. When this occurs, see Troubleshooting Document Delivery, directly below.

Troubleshooting Document Delivery

If document delivery does not work as expected, try these solutions:

• If the document status is "Not Processed,” first try to reprocess the document as outlined above in Reprocessing Test Documents.

• If the problem persists, contact your Conexiom team for help.

• If the status is “Under Review” or an alert status such as “Ship to Alert” instead of “Validation Required,” then a new alert has been generated. Resolve the alert before proceeding with delivery. For instructions on resolving alert click here.