--- language: "en" --- # Help Site ## Help Site Your how-to for the day-to-day. ### [Release Notes](https://help.conexiom.com/knowledge-base/release-notes.md) #### [Product Documentation](https://help.conexiom.com/knowledge-base/product-documentation.md) #### [Learning Center](https://help.conexiom.com/knowledge-base/learning-center.md) #### [Contact Support](https://help.conexiom.com/knowledge-base/contact-support.md) --- language: "en" --- # 2023 Release Notes --- language: "en" --- # 2024 Release Notes --- language: "en" --- # 2025 Release Notes --- language: "en" --- # Data-Transformation Statements: Accessing Tools To Create Or To Modify **Access the right tool to create data-transformation statements (business-logic statements).** ## Data-Transformation Statements Data-transformation statements (business-logic statements) allow you to systematically alter data to match the requirements of your ERP. You can create them for specific trading partners or create them to apply globally, for all of a company's trading partners at once. Here are few examples: * Always Set the Ship-To Country to "US." * If the unit or measure is listed as "Case," spell it as "CS." * If the unit of measure is listed as a "Package," transform the listing to single units, changing the count of units to include how many pieces are in each package, and then modify the unit price to correspond to the change in the number of units. ### Accessing the Right Tool to Create Data-Transformations Access the right tool to create or modify data-transformation statements. To choose the right tool, choose the right location. **Note**: Creating data transformations for individual trading partners requires the Configuration Studio application. If you do not have Configuration studio, submit a change request for Conexiom to perform the work. * Configuration Studio can change individual trading partners (See [++Transformations for Individual Trading Partners)++](https://help.conexiom.com/knowledge-base/accessing-tools-to-create-or-to-modify-data-transf.md#Transformations-for-Individual-Trading-Partners) * Premier's Settings can change all of a customer's trading partners at the same time. (See [++Transformations for All of a Customer's Trading Partners++](https://help.conexiom.com/knowledge-base/accessing-tools-to-create-or-to-modify-data-transf.md#Transformations-for-All-of-a-Customer's-Trading-Partners)) ### Transformations for Individual Trading Partners **Note**: These steps require Configuration Studio. If you do not have this application, and do not want to create transformations that apply to all of your trading partners, submit a change request to have the work performed by Conexiom. To create data transformations to apply to only a single trading partner, follow these steps: 1. Open Configuration Studio. 2. In the work flow diagram in the header of the Configuration Studio screen, click the **Business Logic** tab**.** 3. Click the **Data Transformations** sub-tab. Listings of data transformations display. Those listings that are *not* shown next to a Lock icon apply to that trading partner alone. Those that are shown next to a Lock icon apply to all of that customer's trading partners. To work with data transformations that apply globally, go to the [++next section++](https://help.conexiom.com/knowledge-base/accessing-tools-to-create-or-to-modify-data-transf.md#Transformations-for-All-of-a-Customer's-Trading-Partners). 4. To create a new transformation, click **Add Logic** . To edit an existing transformation, click the **Edit** icon (**Pencil**) at the end of the corresponding row. The appropriate dialog box displays. 5. When you have accessed the data-transformation tools, follow these instructions: [++Creating Data-Transformation Statements That Apply Globally or To Specific Trading Partners.++](https://help.conexiom.com/knowledge-base/creating-and-modifying-business-logic-transformation-settings?hsLang=en) ![1Picture1](https://help.conexiom.com/__attachments/a_d287a54933b88ad2815bfd20ff6c89274ef09c676d617d0320f5e59a246122f3/1Picture1.png%3Fwidth=670&height=434&name=1Picture1.png?cb=714a48a810d46789f47ca17a3056ef45) Configuration Studio's Business Logic Screen ### Transformations for All of a Customer's Trading Partners Global data-transformation statements (business-logic statements) allow you to systematically alter data to match the requirements of your ERP across all of your trading partners. You can set up data transformations to apply to only a single trading partner or you can set them up to apply to *all* of a customer's trading partners. To create data transformations to apply to only a single trading partner, follow these steps: 1. In the sidebar of the Conexiom Premier screen, click the **Gear** icon to display the Settings page. 2. On the left of the screen, click **Trading Partner Setup** and the**Transformations** sub-tab. Listings of data transformations display. 3. To create a new transformation, click **Add Logic** . To edit an existing transformation, click the **Edit** icon (**Pencil**) at the end of the corresponding row. The appropriate dialog box displays. 4. When you have accessed the data-transformation tools, follow these instructions: [++Creating Data-Transformation Statements That Apply Globally or To Specific Trading Partners.++](https://help.conexiom.com/knowledge-base/data-transform-statements--creating.md) ![Transformations 3.18.25b](https://help.conexiom.com/__attachments/a_782566867c3fd57c12967752ccc0689afa4c2c51803efbd83ae7a3dfbd813953/Transformations%25203.18.25b.png%3Fwidth=670&height=310&name=Transformations%25203.18.25b.png?cb=59df125af1c43482b009ab6056f5ad60) Premier's Settings Screen --- language: "en" --- # Accuracy-Optimization Source Information ## The Source of the Metric The following table describes what the source of data is for metrics displayed in Navigator's Accuracy Optimization: | **Metric** | **Source** | |---------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Data used for Total Documents by Trading Partner | Tracks the total number of documents delivered from each trading partner. | | Data used for Total On-Time Documents by Trading Partner | Tracks the number of documents from each trading partner that were processed and delivered on time, highlighting partner reliability. | | Data used for On-Time Type: ERP or Conexiom | Distinguishes whether on-time delivery is measured by the ERP system or Conexiom, offering insights into which system contributes more effectively to timeliness. | | Data used for Total On-Time Documents by Trading Partner | Tracks the number of documents from delivered to the ERP prior to the ship to date. | | Data used for Percent of On-Time Documents by Day/Month | Calculates the percentage of documents that are processed by Conexiom and delivered to the ERP prior to the ship to date | | Data used for Total Accurate Orders by Trading Partner | Counts the number of orders delivered from each trading partner that were processed without errors, reflecting their data accuracy. | | Calculation of Order Accuracy | Accuracy is calculated in two ways, depending on the customers configuration. The default state is Conexiom Accurate, meaning the order we delivered is the same as the order that was delivered. The enhanced state is the order that was by Conexiom to the ERP matched the order in the ERP after it the ship to date has past. | | Data used for Percent of Accurate Orders by Trading Partner | Calculates the percentage of accurate orders. | | Data used for Accuracy Type: ERP or Conexiom | Identifies whether order accuracy is achieved through ERP processes or Conexiom. | | Data used for Total Accurate Orders by Day/Month | Measures the number of accurate orders processed each day or month, offering insights into accuracy trends over time. | | Data used for Cost to Serve by Day/Month | Calculates the total cost associated with serving orders each day or month. This is calculated by: Cost Per Correction x Total User Corrections _______________________________________ x 100 Total Revenue Processed | | Data used for Cost to Review by Day/Month | Calculates the cost associated with non field corrections/user actions each day or month. | | Data used for Total Non-Purchase Order Documents by Day/Month | Tracks the number of rejected documents each day or month that are not purchase order | | Data used for Percent of Accurate Orders by Day/Month | Calculates the percentage of accurate orders out of the total processed each day or month, helping evaluate daily or monthly order quality. | --- language: "en" --- # Creating and Managing Trading Partners **The first step in configuring a new trading partner is to add an account.** Trading Partners need to be added to the system as an account and then they need to be configured with specific information. After initial configuration, you may need to intermittently add or change information as a matter of good management. Relevant articles follow: [Setting Up Trading Partners](https://help.conexiom.com/knowledge-base/trading-partner-setup-process.md) [Setting up Documents in Configuration Studio](https://help.conexiom.com/knowledge-base/the-configuration-studio-application.md) [Managing Trading Partners after Initial Configuration](https://help.conexiom.com/knowledge-base/managing-partners-after-configuration.md) ## **Before You Begin** If you are using First Pass Mapping, please click [here](https://help.conexiom.com/knowledge-base/leveraging-first-pass-mapping-fpm.md). If you have a customer (or vendor) list to add that exceeds five new trading partners, click [here](https://help.conexiom.com/knowledge-base/importing-trading-partners-in-bulk.md). ## How to Add a New Trading Partner Instructions [1.%20Adding%20a%20New%20Trading%20Partner%20Michelle.mp4](https://help.conexiom.com/__attachments/a_be8769f8851d97edf00d47dbca40faba7c0f25c0d02177163ce4f6535c1e1463/1.%252520Adding%252520a%252520New%252520Trading%252520Partner%252520Michelle.mp4.md) Adding New TPs To add a new trading partner profile by using *text*, do the following: 1. Navigate to the Customers (or Vendors) tab from the left-hand side bar. 2. In the top right corner of your screen, click Add Customer. The Add Customer dialog displays. 3. Populate fields with the requested information. Fields marked with an asterisk (\*) are mandatory. | **Field Name** | **Information to Input** | |---------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Company Name | Account name: should be unique to the customer/vendor and will show in the portal. | | Customer / Vendor Number | Account number or identifier: must be unique to the customer/vendor. This is often the customer number as it appears in your ERP. | | Address Fields (Street, City, Province/State, Country, Postal Code) | Primary Billing or Shipping address. 1. Click on **Country** to select the country from the drop-down menu. Some countries will convert the Province/State field into a dropdown menu. If other required address information is not available, these fields can be filled with N/A. 2. Fill in the other fields. **Note:** Unless otherwise set by business rules, entering "N/A" under the conditions described above does not impact mapping nor the information sent to the ERP. | | Business Division | Optional fields that will allow you to sort the Customer List more effectively, separate reporting in the dashboard or limit user access to trading partners if entered consistently. | | Inside Sales Implementer Business Representative | These are the three roles you can assign to this customer. For more information on the differences between these roles, click [here](https://help.conexiom.com/knowledge-base/trading-partner-email-notifications). Set these values using the first initial and last name of the user in uppercase. **Note** : To assign someone to a role, they must first be set up as a contact under the [Company Tab](https://help.conexiom.com/knowledge-base/the-company-page). | | Currency | Select a currency, such as **US Dollar ($) - USD**. Unless otherwise set by business rules, this setting relates to reports available in the dashboard. | | Time Zone | Select the time zone, such as (UTC-6:00) Central Time (**US \& Canada**). This setting relates to reports available in the dashboard; it does not affect values sent to the ERP. | | Client Type | Select **Email**. (No other option is available at this time). | | Processed Document Notifications | This is the email addresses where successfully processed order notifications from Conexiom are sent. For multiple emails, separate each address with a semicolon (;). Recipients do not need to have access to the portal. This field is not mandatory at time of Customer creation, but is mandatory at the time of moving to production. | | Suggested Assign Key | For complete instructions on defining assign keys, see [Creating Assign Keys](https://help.conexiom.com/knowledge-base/creating-assign-keys.md). | 4. Click **Save**. ![Add Customer](https://help.conexiom.com/__attachments/a_7d34479c762a503a4ddfe3fdb255d109c2170f9ff23051b746922a57f4bb8cb7/Add%2520Customer.png?cb=b741ce9bc919e43283d10e14611ee935) ![addcustomer2](https://help.conexiom.com/__attachments/a_4b62fcc0abdd1923e7069210907ee919f53d2a88faf5c399e11af490dcc94a86/addcustomer2.png?cb=0ba97aaaaf5270ee7225d55b926725da) * Click to download the [Quick Reference Guide on how to add a trading partner \[Part 1\]](https://24432114.fs1.hubspotusercontent-na1.net/hubfs/24432114/KnowledgeBase/QRCs/QRC%20AddCustomer1.jpg) * Click to download the [Quick Reference Guide on how to add a trading partner \[Part 2\]](https://24432114.fs1.hubspotusercontent-na1.net/hubfs/24432114/KnowledgeBase/QRCs/QRC%20AddCustomer2.pdf) --- language: "en" --- # Adding and Deleting Rows in Exception Manager ## If Exception Manager has redundant listings or is missing listings, you can correct the problem by adding or removing rows. ### Adding Rows If the machine learning missed picking up a listing or a listing needs to be added to account for additional items such as freight, then use the Up Arrow or the Down Arrow on the far right-hand side of a line to create a new line. By clicking on these icons, a new blank line item will be added above or below the selected line. Multi-copy will not work on lines that were manually added. ### Deleting Rows You can delete one or more rows at a time. To delete a single row, follow these steps: 1. On the right side of screen, click the **Three Dots** icon. A menu displays. 2. From the menu that displays, click the **Trashcan** icon. That single row is deleted. To delete more than one row from a data table, follow these steps: 1. On the left side of your screen, check the boxes corresponding to the rows you want to delete. To delete all of the listings, check the box in the header. 2. At the top right of your screen, click the **Trashcan** icon. The listings are deleted. --- language: "en" --- # Adding, Editing, or Downloading Dashboard Report Widgets **You can work with Widgets to customize information display.** You can add, edit, delete, and move widgets, or you can download the widget's data. ## Adding a Widget To add one or more widgets, follow these steps: 1. Click **Add Widget(s)**. The Add Widget(s) dialog displays. 2. In the dialog, find a widget you would like to add by using one of the following methods: 3. With your mouse, scroll to browse for the widget based on the description within the name. 4. In the Search Widget field, enter a name or key word to search for the widget you want. Default Widgets include the following: * Average Document Total * Customer Status * Average Lines * Top Inactive Customers * Documents/Day * Processing Speed * Documents/Hour * Top Customers by Alert * Document Status * Top Customers by Amount * Customer Implementations * Top Customers by Documents * Top Customers by Lines * Total Alerts * Total Amount * Total Documents * Total Lines 5. Click **Add**for each widget you want. 6. Click **Add Widget(s)**. The widgets you selected display in the dashboard. You can now customize the widgets you added. ![135 Widget Adding](https://help.conexiom.com/__attachments/a_1cb2116b71cf5b2aa04e73962cc181e55fb8594023e7d5d77b0fa1b4798053f7/135%2520Widget%2520Adding.png?cb=fbba99b97762ecdef681e1d9610ff2ba) ### Editing a Widget You can edit any widget to customize it. Follow these steps. Click the **Gear** icon in the top, right corner of the widget. The Widget Settings dialog displays. ![135 Widget Modifying](https://help.conexiom.com/__attachments/a_d82663884fc9a88ef3e3b0e14d03dd887b65045810f294e3f296bc961dcfb063/135%2520Widget%2520Modifying.png?cb=565c90e51b7867e9d2302c3b4d58d88a) Enter or select appropriate information into each field according to the table below: |---------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Field** | **Description** | | Widget Name | The Widget settings dialog provides a text box to edit the name which appears in the Dashboard. This is useful when a Dashboard contains multiple widgets of the same type | | Customer (or Vendor) Name | The Customer Name filter allows for the selection of multiple customers. Once confirmed, the widget will only present data related to the customers selected in this filter. | | Graph Type | See "Example Graphs," directly below this table. | | Graph Width | There are two options for the graph width: standard and wide. Standard graphs will take up to 50% of the Dashboard width. Wide graphs will take up to 100% of the Dashboard width. The wide option is useful for presenting data across larger time periods. | | Rotate Labels | There are two options for the Rotate Labels setting: Yes, and No. Selecting **Yes** will rotate the x-axis to 45 degrees. This prevents any label overlap for graphs which contain many points on the x-axis. Selecting **No** writes out the x-axis labels horizontally. \[rewrite ?\] | | Group by | The group-by option will set which intervals to appear on the X-axis. Widgets can be set to present data by hour in the day, day in the week, day, week, month, quarter, and year. | | Document Type | There are two document types in the portal, Test and Production. Widgets can be set up to present data for one or all document types. | | Business | The business filter allows the selection of multiple businesses. When confirmed, the widget will only present data related to the selected businesses. | | Division | The division filter allows the selection of multiple business divisions. When confirmed, the widget will only present data related to the selected divisions. | #### Example Graphs |-------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------| | ![8 Picture1](https://help.conexiom.com/__attachments/a_ee1083b4ae17b546323e2f32aac087b5476d77a4f804017ca0c3c24ef9350dbb/8%2520Picture1.png?cb=586f2b80082b574c263dd67e6e2b2bed) | ![9 Picture1](https://help.conexiom.com/__attachments/a_fa10fec78716046bea6d47972e5ae38ecac602ed404e7b629a2e69eda7e9143a/9%2520Picture1.png?cb=261ec0c3eca8f5fb3b988832f027193f) | | ![10 Picture1](https://help.conexiom.com/__attachments/a_8ab5a1539069377cb6d851ec1f75bd0a57ccf4655739bc978eea5db076528b82/10%2520Picture1.png?cb=0507d29d6f517743624fb549e13bad49) | ![11 Picture1](https://help.conexiom.com/__attachments/a_98bac193ca558f4a437d67350f8abd1af1a36e5268c743aa6c77e3521e5c365c/11%2520Picture1.png?cb=59c56522c9172dbcaea21e98a7474bad) | | ![12 Picture1b](https://help.conexiom.com/__attachments/a_7cfc15592951a4ad550093a21af7edf0500678b42237e5f003eab265715ab6d7/12%2520Picture1b.png?cb=1498c8b4889ea282fc562c3929946ede) | ![13 Picture1](https://help.conexiom.com/__attachments/a_a776daaab125ef19900f67297a2a0a2b2b0db006706d96bee0e5eebd52dcc7f3/13%2520Picture1.png?cb=0dadfadf7f1892bc3babb38e672fcf55) | | ![14 Picture1](https://help.conexiom.com/__attachments/a_da48028cc0a80e6c73b46eae5fcbe382ecbd5967dc330aeabdb390cd49b7dbda/14%2520Picture1.png?cb=850fef9608511223d5d699e934054be1) | ![15 Picture1](https://help.conexiom.com/__attachments/a_597d1508e6175d3592df8a711854fcd4f6de66dae8fbea64cc9732a1153621d2/15%2520Picture1.png?cb=c6dad684211f79abeb6df3035736f770) | ### Deleting a Widget To delete an existing widget, follow these steps: Click the **Gear** icon on that panel. From the dialog that displays, click **Delete Widget** . The Widget is deleted from the panel and the dashboard. ### Downloading Data from a Widget To download the data an existing widget, follow these steps: Click the **Download** icon on that widget's panel. A dialog displays. Your computer downloads the data in an XLXS file. --- language: "en" --- # Adding, Modifying and Deleting Users **Add, change, or remove user contacts.** ## **Adding, Modifying or Deleting a User Contact** You can add, delete, or modify user contact information. All contacts on the Company page are users who can log into the system. **Note**: The terms "User" and "Contact" are treated synonymously. To access contact information, follow these steps: 1. Click the **Company** tab. 2. Scroll to the **Contacts** section. 3. Follow the steps below for the process you want. ### Adding Contacts (Users) Each time you add a user, an email is sent so they can create a password and access the portal. For login details, visit \[link\]. [5.%20Adding%20a%20User%20Michelle.mp4](https://help.conexiom.com/__attachments/a_60a5120adf5612ea389ecab7f9b63e1b2658d1c7d234b3f0931a12c8bd9f1df2/5.%252520Adding%252520a%252520User%252520Michelle.mp4.md) How to Add Users To add a user to the Contact List, follow the steps below. 1. Click **Add**. The Add Contact dialog box displays. 1. Enter the appropriate information in each field: First Name, Last Name, Email, Account Status, and Role Access are mandatory---as shown by the asterisk (\*). **Note**: Be sure the email is correct as it notifies the user that they have been set up. 2. When selecting a role, designate it as **Active** or **Inactive** . **Note**: When a user gets locked out of their account, a Super User must come and mark them back as 'Active'. For more see link 3. Super Users can modify the default role's permissions. (Under Settings and Permissions, pictured below). 4. Two-factor authentication refers to login security. From the drop-down menu, make a selection according to your company's policies. 2. Click **Save Changes**. ![148c Role Add User.png](https://help.conexiom.com/__attachments/a_db65c47585497ded962b32bb14dee077de3abcb8443e5e388c772c2de93bf73c/148c%20Role%20Add%20User.png?cb=e926bd345e43eb5bbd6173843a6eca96) To edit one or more users on the Contact List, follow these steps: 1. Click the checkboxes that correspond to the contacts you want to edit. 2. Click **Edit**. The Contact Dialog displays. 3. Enter the changes you want to make. 4. Click **Save Changes**. All of the listings you selected are changed. ### Deleting Contacts (Users) You can delete a user from the Contact List at any time. 1. Click the checkboxes that correspond to the contacts you want to delete. 2. To delete a user, click **Options** and from the menu that displays, click **Delete**. 3. Click **Save Changes**. --- language: "en" --- # Adding, Modifying, or Downloading Report Dashboards **You can work with dashboards to customize information display.** You can add, duplicate, edit, or delete dashboards. The data the dashboard is using is also available for download. ## Adding a Dashboard To add a dashboard, follow these steps: 1. Click **Options** and from the menu that displays, click **Add Dashboard**. A dialog then displays for you to enter information. 2. Enter a name for the dashboard. 3. Click **Save Changes**. You can now add widgets to strategically customize the dashboard for specific measurements. ![137 Widget Options.png](https://help.conexiom.com/__attachments/a_2a276aa5338769f3f4ed98dfbbee5bf2539ed9c2be6ce821fa9d0a0b1dee409b/137%20Widget%20Options.png?cb=8aa211441785dce2d3ef34cdcdc40d5e) Duplicating a Dashboard To duplicate an existing dashboard, follow these steps: 1. Click **Options** and from the menu that displays, click **Duplicate**. A dialog displays. 2. Enter a name for the new dashboard. 3. Select a period of time to report on or select the dates between which you would like to measure. 4. Click **Save Changes**. You can now add widgets to strategically customize the dashboard for specific measurements. ### Editing a Dashboard To edit an existing dashboard, follow these steps: 1. Click **Options** and the from the menu that displays, click **Edit**. A dialog displays. 2. Change any information you want. 3. Click **Save Changes**. Your dashboard is now changed. ### Deleting a Dashboard To delete an existing dashboard, follow these steps: 1. Click **Options** and the from the menu that displays, click **Delete**. A dialog displays asking if you are sure you want to delete that dashboard. 2. Click **OK** to continue with the deletion. The dashboard is deleted from your list of available dashboards. ### Downloading Dashboard Data To download the data of an existing dashboard, follow these steps: 1. Click **Options** and from the menu that displays, click **Download**. A dialog displays. 2. Your computer downloads the data in an .XLSX file. [Click to download the Quick Reference Guide on how to use and customize the Dashboard](https://24432114.fs1.hubspotusercontent-na1.net/hubfs/24432114/KnowledgeBase/QRCs/How%20to%20Use%20and%20Customize%20the%20Dashboard%20QRC.pdf) --- language: "en" --- # Adding and Deleting Accounts that Forward Email to Conexiom **Add email accounts that automatically forward email to Conexiom, removing the need for team members to forward them manually**. ## **Adding an Email Account** To add accounts that automatically forward email to Conexiom, follow these steps: 1. In the left navigation rail, click the **Settings** icon, to open Settings. 2. Click **Email** **Integration**. The Email Integration Settings page displays. 3. In the Email Address field, enter the email addresses you want the system will listen for. For example, enter "example-name@example.com." A Connection Request is then sent to that address. You can enter multiple addresses if you enter a comma and a space between each address. For example, enter "example1-name@example.com, [example-name2@example.com](mailto:example-name2@example.com), [example3-name@example.com](mailto:example3-name@example.com)." **Note**: Currently Outlook-compatible email addresses will work. These include addresses from Outlook, Hotmail Live, Office 365, as well as Conexiom email addresses. 4. Click **Add** **Email** . Under Connected Email Addresses, a listing of the email address is displayed. (See the image "Email Integration, Email Addresses," above.) When the recipient responds to the connection request in their email inbox, the status reads as "Connected." If the recipient does not receive the Connection Request, click **Resend Email** in that listing. ![Outlook Email Integration 1c.png](https://help.conexiom.com/__attachments/a_d9045d39fc6bc2dadc2d552f1c8798d0d51e05f909e740cc3a1a3b4409f2f9b9/Outlook%20Email%20Integration%201c.png?cb=0c1fac576aef7c04a3fda0501643d0af) Email Integration, Email Addresses ## Email Processing Behavior After[configuring filters](https://help.conexiom.com/knowledge-base/managing-email-filters-and-filter-logic.md), when integration is complete, appropriate order-related emails to that address will be automatically detected and forwarded to Conexiom. Each email will be clearly labeled in the inbox as one of the following: * **Sent to Conexiom** * **Not Sent to Conexiom** Following are two examples for the inbox of the fictional user, "Webtest Guy." ![Outlook Integ (1)a.png](https://help.conexiom.com/__attachments/a_7ebc61e739ee5cfe3bccce28bc06c0afbf5486c7f4096006bfa9318a91fc140c/Outlook%20Integ%20(1)a.png?cb=96c1a6b1c2e938f078139184028562ec) Labelled "Sent to Conexiom"; Includes documents If the document *is* sent to Conexiom but encounters an issue during processing, a listing will display in either with a "Not Processed" status or it will trigger an alert that requires review. ![Outlook Integ (2)d.png](https://help.conexiom.com/__attachments/a_2c14e8411ef69dfd41c26d4c65e8c42c8419d331a4e7e9ec9af76533181f4c28/Outlook%20Integ%20(2)d.png?cb=eb53b1c7497db282f24c41777bb1ecfe) Labeled "Not Sent to Conexiom"; Does not include documents **Note**: The above are fictional, example email messages. Your emails should look similar to them, but may not be identical in every way due to differences in your organization's system preferences and settings. ## Deleting an Email Account To remove an email account from Email Integration: 1. Navigate to **Settings \> Email Integration**. 2. Under **Connected Email Addresses**, hover over the email address you want to remove. 3. Click the **trash can** icon that appears next to the email address. The email account is removed immediately and will no longer forward messages to Conexiom. ![image-20260504-162027.png](https://help.conexiom.com/__attachments/a_86c8078c86d9426b211fc1d4fb10b2920ebd78c8c5cd83bca0d7dbf562e0ff15/image-20260504-162027.png?cb=bc1be422ba80fa1fed0e2899bf583768) Click trash can to stop email integration --- language: "en" --- # After Express is Implemented, "Unknown Customer" Alert Becomes "Document Entry" Alert **Adding Express AI to an existing trading partner portal creates a change in workflow, where Unknown Customer alerts become Document Entry alerts.** ## Overview Before adding Conexiom Express AI, documents with no matching assign key are flagged to users as an Unknown Customer alert. After adding Express AI, Unknown Customer alerts are replaced with Document Entry alerts instead. This article pertains to environments under the following conditions: * Conexiom Express AI has recently been deployed in a portal that contains pre-existing trading partners * Express AI is set as Production status while still undergoing modification and validation * Backend process configurations may still be in progress * Submission and delivery of test documents continue until the customer organization is completely ready * Test versus Production documents are defined by being sent to the corresponding order processing email on the [Company page](https://help.conexiom.com/knowledge-base/company-tab) ![1 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png](https://help.conexiom.com/__attachments/a_49fd4c3bcc6ff2d0fddd0e3b69f7225747bd9d8346958099eebe6c416b5880f0/1%20Conexiom%20Express%20-%20Unknown%20Customer%20Alert%20Workflow%20Change%2001.08%20a.png?cb=66d3c20a0526f2d86263bf13df10214d) Status appears to be in Production, though testing is ongoing ## **New workflow for 'Unknown Customer' Alerts** Before adding Express AI, documents with no matching assign key were flagged as an "Unknown Customer Alert," which displayed as follows: ![3 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png](https://help.conexiom.com/__attachments/a_0d01a14badaa2655d4a0ef6201cb270d287b9c182ff7273d35c99ff1da9b472b/3%20Conexiom%20Express%20-%20Unknown%20Customer%20Alert%20Workflow%20Change%2001.08%20a.png?cb=0ad399d4343cb7709c26113b9d40c61e) Documents with No Matching Assign Key However, with Express AI *enabled*, all documents which previously triggered an Unknown Customer alert now trigger a Document Entry alert. ### **New Alert type: Document Entry** Alerts for Express AI documents will now display with the new Document Entry alert type. While you can access this alert, setup is still in progress, so any errors you see may not be reflective of the final setup. ![2 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png](https://help.conexiom.com/__attachments/a_791ea58f654b8df6c5b4daff4e0aa323b6a05c9ef84ee49e273d31da4bc2529c/2%20Conexiom%20Express%20-%20Unknown%20Customer%20Alert%20Workflow%20Change%2001.08%20a.png?cb=dfb5fa23c908b0cb92e258ec41f0c5ae) Document Entry Alert At this point, the workflow remains the same as that of an Unknown Customer alert: reassign the document to a trading partner, or dismiss the document. To make this choice, follow these steps: 1. Open the alert and you'll be met with the [Express AI interface](https://help.conexiom.com/knowledge-base/the-conexiom-express-application), which your Conexiom Representative will review with you in more detail. For now, navigate to the bottom of the page and click the arrow (1) on the **Select** field, next to Check Data, to display the drop-down menu. ![4 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png](https://help.conexiom.com/__attachments/a_6ebc66ce83cef5ad9a748632c45b6ec6587cab1c91c87e91c25d93dc7b36cb4a/4%20Conexiom%20Express%20-%20Unknown%20Customer%20Alert%20Workflow%20Change%2001.08%20a.png?cb=7d3570c15afe85f8eb356f7818816ecf) Select Field Next to Check Data 2. From the drop-down menu, select the option to either **Reassign to a Trading Partner** (2) or **Do Not Process** (3) the document. ![5 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png](https://help.conexiom.com/__attachments/a_13f4d32401eb26830fbcd6ddfc97fcbc60ba58b82a3062a534435f728498289f/5%20Conexiom%20Express%20-%20Unknown%20Customer%20Alert%20Workflow%20Change%2001.08%20a.png?cb=e4cacc5ee1afb26c322c925f1fca20c0) Drop-down Menu to Reassign or Ignore Alert If you choose to reassign, a pop-up dialogue box will allow you to search and select a trading partner. ![6 Conexiom Express - Unknown Customer Alert Workflow Change 01.08 a.png](https://help.conexiom.com/__attachments/a_9c5da978702bbe8fce73603ac86f786a604dc7a773da0a7187d2b6cf33b3fa40/6%20Conexiom%20Express%20-%20Unknown%20Customer%20Alert%20Workflow%20Change%2001.08%20a.png?cb=14e85363abda4db4616734656d72aa3f) Reassign Trading Partner Dialog Box Confirm your choice by clicking **Reassign Document**. ![image-20260305-205122.png](https://help.conexiom.com/__attachments/a_6dd0e1fcbba5ecd3303eaf2709c1aaf6ef749948ea62178fae6a879180f8336d/image-20260305-205122.png?cb=06ceb79388ac7ff55d904fc71d5fcc09) [Click here](https://help.conexiom.com/knowledge-base/resolving-document-entry-alerts-in-express) to learn more about Document Entry alerts and the Express AI workflow. --- language: "en" --- # AI Essentials Guide: Best Practices for Conexiom AI Success **Whether you're just getting started or looking to improve accuracy and automation over time, this guide focuses on proven best practices that help the AI learn effectively and work more reliably.** [Getting the Most Out of Conexiom AI- Seven Essentials Quick Guide.pdf](https://help.conexiom.com/__attachments/a_c94b5645bbe7bb87328c5197b621cb45400fc2eee55d456512badd91a0ba06c1/Getting%2520the%2520Most%2520Out%2520of%2520Conexiom%2520AI-%2520Seven%2520Essentials%2520Quick%2520Guide.pdf.md) The **Getting the Most Out of Conexiom AI- Seven Essentials Quick Guide.pdf** is a practical, easy-to-follow resource designed to help users avoid common pitfalls and accelerate AI learning. **What this guide covers:** * How Conexiom AI learns from your documents and actions * Why starting with the *right first document* matters * Using confidence scores to review efficiently and safely * Training the AI through high-quality corrections * How consistency in documents improves results * What AI can (and can't) learn from scans, photos, and handwriting * Clear do's and don'ts for a smooth AI experience --- language: "en" --- # Using the Alerts Tab **The Alerts List on the Alerts tab displays unresolved alerts for all of your trading partners.** The Alerts on the Alerts tab represent one or more actions that need to be taken before the document can be processed. When an alert is generated, an email is sent to the person listed as the Customer's or Vendor's Business Representative. At that point, the recipient can either click the link that is provided in the email or navigate to the alert on the Alerts Tab. Columns in the Alerts list are defined in the first table following the image below. In the second table that follows, tools, actions and controls are identified by their corresponding numbers on the following image. ![41 Picture1](https://help.conexiom.com/__attachments/a_4453be96273fc5259059723a26340c5f94932f6f017380648705fff742bd7a64/41%2520Picture1.png?cb=d6cbdb09738a0298339bb01b8bc575d7) ## Column Definitions Following are definitions of the columns from left to right. |-----------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Column** | **Definition** | | Check icon | To select documents. Click check box in header of table to select all documents. See "Tools and Actions," below. | | Type | The type of alert that is present for that document. | | Page Open icon | Opens that document. Click to expand the record into the default application. See Tools and Actions, below. | | Customer Name | The name of the customer or vendor. See "Tools and Actions," below. | | Document Number | The document ID number used by the system. | | Document Type | Indicates if the document is in the testing or production environment. | | Customer Number | The customer ID or vendor ID number, referring to the customer or vendor. | | Event Date | Displays the time and date of when the alert was generated. | | Received On | Displays the date and the time of when the document was received by Conexiom. | | Email From | Shows the email address from which the document was sent. | | Assignee | Shows the team member who is currently responsible for the alert. Click the **Assignee** dropdown to assign the task to an existing user in the portal. **Note:** This action does not notify the selected user. It displays the assignment in the alerts list. With this feature, you can filter the list by the assigned user. | ### Tools, Actions, and Controls |--------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Action** | **Definition** | | **1** | Click check boxes to select one or more alerts and make changes. To select all alerts, check the box in the heading. Click **Do Not Process** to remove those documents from the Process Queue. Click **Global Edit** to reassign alerts or clear all assignees. | | **2** | Sort alerts by column name by clicking the title in the header. Click the Arrow icon next to the column name to change the order of listings from descending to ascending and back. | | **3** | To open an alert from the Alerts List, click the Open Page icon for that alert. | | **4** | Click the blue, underlined Customer or Vendor hyperlink to open the company's Customer Details page or Vendor Details page. (For more information on the Customer Details Page, click [here](https://help.conexiom.com/knowledge-base/the-customer-details-page)). | | **5** | Double-click individual column listings, such as a **Customer Number** , to activate that information for copying. Right-click and select **Copy**from the menu that displays. **Note** : If the Copy option does not display on the menu, select **Copy** from the Edit menu in the browser-window's heading menu. | | **6** | Enter a customer name or number or a vendor name or number in the Search field and the search-results list identifies choices that correspond to what you entered. Expand the number of rows shown on your screen or go to a specific page by clicking one of the Left- Right Arrows or by entering a page number. | | **7** | Click the Filter Search icon to define your search criteria as a custom filter, allowing you to move between screens without needing to reapply criteria. To define a filter, follow these steps: ![42 Picture1](https://help.conexiom.com/__attachments/a_70606cf2ebcd854847380efd5879bb7ceb48882da18d3bfef41525b0cc5937dd/42%2520Picture1.png?cb=0570aac046c075a80219f88e914bf252) 1. Click one or more drop-down menus. 2. Select the filter attributes that will narrow down your list most efficiently. 3. Click Apply Filters. As long as you are logged in, filters that you apply but don't save remain until you clear them. 4. In subsequent beta releases, after defining a filter, click Save \& Apply so that you don't have to reapply filter settings each time. You can save multiple custom filters and select them later from the filter list. (See Bullet 8, directly below). | | **8** | Click the Saved Filters icon to retrieve custom filters you saved previously (see above). | | **9** | Click the hamburger icon to display the Density menu. You can then set how compact the rows are listed in the data table. Select one of the following: * **Comfortable**, which displays the rows spread out from each other. This provides the least compact display but is likely the easiest to read. * **Standard**, which is the default display. It is a balance between the two other display settings. * **Compact**, which displays the listings close together. It is the most efficient in its use of space but may be more difficult to read. | | **10** | Click the Download icon, to download the Document List without needing to run a report. | | **11** | Click **Rows** to select to display the drop-down menu and select the number of rows to be shown on your screen. | | **12** | Go forward or backward through pages by clicking the Left Arrow or Right Arrow. Or, by entering a page number, go to that specific page. | | **Not in Image** | Using your mouse, scroll vertically or horizontally through all the listings on a page. To help you navigate, the header and footer remain static while you scroll, giving you the ability to continue to read the column and row headings. (The horizontal and vertical scroll bars, not shown in the image above, will display on your screen's right or bottom after you begin scrolling). | | **Do Not Process** | If the alert was generated for a document you do not intend to process, select the document(s) and use the **Do Not Process**button to clear the alert(s) off the list. | | **Global Edit** | Use the **Global Edit** button to trigger global editing. This allows you to update information for multiple trading partners at once. To activate, you will need to select two or more trading partners from the list using the selection box on the far left hand side. | --- language: "en" --- # Allowing Authorization To Access Express Settings Page Allow others to enable or disable specific permissions related to Express. **Note** : This page is related to the Express Settings page only. For more on user settings and permission, see[this page](https://help.conexiom.com/knowledge-base/setting-a-user-permission-profile.md) . Follow these steps to enable the Express settings page for specific roles. **Ensure You Have Super User Permissions** * Only [Super Users](https://help.conexiom.com/knowledge-base/user-roles.md)with appropriate permissions can enable or disable the settings page. ## Activating the Settings Page To activate the Settings page, follow these steps: ![image-png-Nov-20-2024-08-48-01-3958-PM.png](https://help.conexiom.com/__attachments/a_55449354b96046726ee8a87c0d2e00c5a75bd1a076dabb78e7e7ea5c6c9f1f08/image-png-Nov-20-2024-08-48-01-3958-PM.png?cb=4682c3a3f0a43d5241ed6b3921a8ad04) Permissions Selection ### Company Tab 1. Click the **Company Tab** in the left navigation bar. 2. In the upper click **Options** and from the drop-down menu, select **Permissions**. The Permissions dialog displays. 3. Under **Role** on the left, ensure the correct role is highlighted for the permissions you want to modify. **Note**: You may need to adjust permissions for multiple roles depending on your organization's needs. 4. Under **Actions** , locate **Settings**. 5. Under Permissions on the right, toggle the **ON** switch for the **Settings Page** and for the **Express Page.** 6. To apply the permissions, click **Save Changes**. ![image-png-Nov-20-2024-08-50-43-7380-PM.png](https://help.conexiom.com/__attachments/a_5bab87fe9023e45db8357f312e37df7ad28147c06ff351ae3f40e125e2aa4900/image-png-Nov-20-2024-08-50-43-7380-PM.png?cb=51154137093b01bf55b28ea1b5fa4ddb) Permissions Dialog --- language: "en" --- # Alternate Methods of Submitting Documents **You can submit documents to Conexiom using other methods than email.** The primary method to submit documents to Conexiom is through email. (See [Submitting Production Documents](https://help.conexiom.com/knowledge-base/submitting-production-documents.md) and [Submitting Test Documents)](https://help.conexiom.com/knowledge-base/submitting-test-documents.md). There are two additional methods of submitting documents to Conexiom. Be prepared to have sample documents ready to be tested. **SFTP Pickup** Conexiom can pick up documents from an SFTP site. The site can be your SFTP site or Conexiom can provide a site for your use. Conexiom's pickup service runs approximately every 8-10 minutes. In order to set up this pickup, contact your Conexiom representative and indicate that you would like an SFTP pickup. Provide the following information depending on the provider of the site. Choices follow. Your SFTP: * SFTP Folder Path (URL) for Production documents * SFTP Folder Path (URL) for Test documents * SFTP Username and Password **Warning**: Only share passwords securely. * Provide either the name of the trading partner or a list of trading partners for whom we will be picking up. **Note**: Ensure the Assign Key is set up for each of the trading partners. You will be provided with the Conexiom IP addresses to whitelist so that we can access your site. ++Conexiom SFTP++ * Request an SFTP site provided by Conexiom * Provide your IP addresses for Conexiom to whitelist in order for you to access the site * Provide either the name of the trading partner or a list of trading partners for whom we will be picking up. Ensure the Assign Key is set up in the trading partners You will be provided with the SFTP folder paths, username, and password for the SFTP site once the setup is complete. The paths will include two folders, one for production documents named "PROD" and one for test documents named "TEST". Be prepared to test your access to the site. **HTTPS POST (API)** Conexiom can receive document data through our HTTPS POST (API) service. In order to set up this pickup, contact your Conexiom representative indicating that you would like to send files through HTTPS POST (API). Ensure to involve your IT department as they will need to set up the delivery. Include the name of the specific trading partner or a list of trading partners for which you will want to post. We can accept any file formats, from binary files, like PDF or Office documents, to text and structured documents like, JSON or XML. You will receive a technical packet of information with instructions for how to post documents including: * A URL for each trading partner * Authentication options * POST header keyword setup including: * Filename or email subject * Buyer email address * Test document identification * Response information * Testing and troubleshooting tips * Example payloads --- language: "en" --- # April, 2024 **New and upgraded features and functionality** ## **New and Enhanced Features** * Big things coming soon... ### Resolved Issues * Minor bug fixes. --- language: "en" --- # April, 2025 **New and upgraded features and functionality** ## **New and Enhanced Features** ### **Navigator: Forecasting Trends From Current Data** Forecast the future of current trends using information in Navigator, enabling decisions on the workflows of trading partners, increasing order automation, accuracy and reducing the overall cost to serve. **Note**: You must have either Exception Manager or Express * Select forecast-time intervals (monthly, quarterly, yearly) * Displays future projections across all main statistics tabs * Shows the visual delta in the graphs * Updates sub-metrics to show if they are trending up or down --- language: "en" --- # Assigning Alerts **Some configurations allow you to assign alerts to individual staff members.** If your organization has this feature, to assign alerts to single staff member, follow these steps: 1. Check the boxes of the alerts you want to assign to one individual staff member. Check the box at the top of the column to select all alerts. 2. Click the **Select Assignee** column and from the menu that displays, make a selection. 3. Click **Save Changes**. The alerts are now assigned to that staff member. 4. Repeat Step 1 through Step 3 to assign alerts to other staff members. --- language: "en" --- # August, 2023 **New and upgraded features and functionality** ## New and Enhanced Features * Backend improvements. ## Resolved Issues * Update button not working for Exception Manager. * Minor bug fixes. --- language: "en" --- # August, 2024 **New and upgraded features and functionality** ## New and Enhanced Features Conexiom Express now supports Invoices. For more information on which fields are predicted and managed by Conexiom's AI for invoices click [++here.++](https://help.conexiom.com/knowledge-base/invoice-fields-predicted-by-ai-in-express?hsLang=en) --- language: "en" --- # August, 2025 **New and upgraded features and functionality.** ## New Features ### Part Number Matching Conexiom Express now offers the ability to match part numbers on documents where part-number information is partial or missing entirely, as can be the case especially with unstructured or handwritten documents. From the description field, Express extracts the description and matches it to previously populated tables that contain part numbers from either a catalog that was downloaded (when available) or from the previous customer history of approvals. Upon selection, Express then displays a menu of the three most likely matches from which to choose. For each choice, the menu also offers and this relevant information: * A confidence score, (such as 72%) * The description it matched, (such as "1 inch pipe") * The source of the match, (Part Catalog, Document Extraction, Historical Documents) Enhancing part number matching will reduce manual effort and enable better decision making through relevant recommendations. To have this new feature enabled, speak to your Conexiom representative. --- language: "en" --- # Benchmark Source Information The following table describes what the source of data is for metrics displayed in Navigator's Benchmarks: | **Metric** | **Source** | |---------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------| | Calculation of benchmarks | Calculated by averaging the metrics of our customers in shared industries across all applicable data points. | | Requirements for a benchmark to be available to our customers | Must have Exception Manager or Express. For our customers to have a benchmark visible In Navigator, must be a minimum of two customers in the same industry | --- language: "en" --- # Best Practices for Configuring Email Filters **Best practices for effectively configuring email forwarding.** ## Best Practices Following is a list of good and bad practices when you are configuring mail filters. | **Do** | **Don't Do** | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 1. Start with broad parameters and then refine them. 2. Begin with permissive default filters. 3. Add domain-specific overrides as you identify patterns. 4. Use the *Exclude* keywords for noise reduction: * Block common non-order terms: "quote", "invoice", "reminder", "receipt" * Add "test", "draft", "sample" to prevent processing test emails 5. Combine *Include* and *Exclude* keywords: * *Include*: "PO", "purchase order", "urgent" * *Exclude*: "quote", "estimate", "inquiry" * Must be order-related; (not a quote for an order) 6. Document your filter logic: * Keep notes on why specific domain overrides were created * Track buyer-specific requirements 7. Test changes carefully * Add one keyword at a time * Monitor for unintended blocks * Have buyers send test emails | 1. Don't make the *Include* keywords too restrictive * Bad requirement: "URGENT PO APPROVED" * Good: requirement: "PO", "purchase", "order" 2. Don't forget about email variations * Add all common variations * Consider using the following for "purchase order": "P.O.", "PO", "P O", and "purchase order" 3. Don't rely solely on file formats * Combine with *Include* and *Exclude* keywords * File format alone may catch unwanted emails 4. Don't create conflicting rules * Bad: *Include* "order", *Exclude* "order" * Good: *Include* "order", *Exclude* "order confirmation" 5. Don't Over-Complicate Default Filters * Keep default filters simple and permissive * Use domain overrides for complex cases | --- language: "en" --- # Bulk Editing of Line Items **You can edit line items in a number of ways that take advantage of AI Learning** ## Special Setup This feature requires special setup as it is not part of a regular release. As a feature it is pre-*beta*. For information on installing it, contact your Conexiom representative. ## Editing Many Documents Simultaneously With the bulk-editing feature, you can edit numerous documents simultaneously. It is of value when the change you want to make is general and likely part of a larger pattern in a trading partner's documents. **Note**: At this point, the changes you make does not take advantage of AI learning, nor do they contribute to it. To edit in bulk, in general, follow any of the regular editing rules that are available for individual editing. 1. Check the boxes at the left side of each row (or check the top box to check all rows) to identify what you want to change. 2. Click the header of the column you want to change and from the menu that displays select either Clear Column or Update Column. 1. If you select **Clear Column**, the contents of each cell in the column are removed. 2. If you select **Update Column** , a dialog box asks you to enter what you would like written in each of the cells of that column. For example, if the Units column reads "pcs" for "Pieces" and you want to change it to "EA" for "Each," in the dialog box enter the letters "**EA** " and then click **Save**. The column changes accordingly. Following are examples of editing that you may be interested in. **Note**: This feature applies only to editing lines; not any information in the Header or the Footer of the document. |-----------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Bulk-Edit features** | **Document-Specific Editing Examples** | **Generalizable Pattern Examples** | | Reorder lines | A user reorders lines on a specific purchase order to match a unique packing slip from a new vendor whose format they haven't encountered before. This reordering is unlikely to be relevant for other vendors or standard order processing. | A user consistently reorders product lines in their sales orders to prioritize items with the highest margin or to group items by product category for easier fulfillment, across many different customer orders. | | Duplicate line | A user duplicates a line on a single invoice to add a one-time charge or to correct an accidental omission specific to that particular client's situation. | A user frequently duplicates a standard "Shipping and Handling" line on all their outgoing invoices, always placing it as the last item. | | Delete multiple lines | A user deletes several outdated or cancelled items from a specific, historical purchase order that they are reviewing for archival purposes. This action is unlikely to be repeated on current or future orders. | Users in an accounting department consistently delete all lines related to internal notes or comments when processing vendor invoices for payment. | | Update multiple cells in a column | A user bulk-updates the "Discount" percentage for a few specific items on a single promotional order for a particular customer. These discounts are not standard. | Users regularly update the "Tax Rate" column on all invoices issued to customers within a specific state or region to a consistent value. | | Delete multiple cells in a column | A user clears out the "Tracking Number" column for a batch of old orders where tracking information is no longer relevant or available. | Users consistently delete the contents of an optional "Reference Number" column on all incoming supplier invoices as their internal system uses a different reference. | | Update entire column | A user changes the "Currency" for all line items on a single purchase order because it was mistakenly entered in the wrong currency for an international vendor. | Users always update the "Unit of Measure" column to "EA" (each) for all items in their internal inventory reports. | | Delete entire column | A user removes a temporary "Project Code" column from a specific financial report that was only relevant for a limited-time project. | Users consistently delete the "Supplier Part Number" column from all incoming invoices because their internal system uses a different part numbering scheme. | --- language: "en" --- # Data-Transformation Statements: Changing after Move to Production Status **Considerations and steps for making changes to Data-Transformation Statements (global business-logic) after trading partners are in Production status.** ## Making Changes to Business Logic During the implementation process, global business logic is determined and applied while trading partners are tested in order to validate and approve the logic before processing any Production data. Once trading partners are in Production status, these global rules impact live documents so changes must be made with careful consideration. The first and most important step when considering a change to global business logic is to discuss it with your Conexiom Project Representative. Following this discussion and once changes are applied, the next key step is to test them in a way that allows you to confirm that the changes align with your expectations without a risk to live data. Because business logic has a broad impact, testing plays a significant role in: * Preventing data corruption and maintaining data integrity * Testing the system's configuration * Validating functionality of impacted processes and results ### Using a Sandbox Trading Partner Reviewing and validating global changes can be facilitated through what is known as a "sandbox trading partner." This is a no-charge trading partner created by Conexiom that is made available when post-Production testing is required. It mimics the live environment with an isolated change, allowing for safe testing before that change is applied to all other trading partners. It is typically named to include the words "Sandbox" or "Test." **Note**: The sandbox is used exclusively for testing and is never moved to Production status. ### Making Changes to Business Logic If any trading partners are in Production status, follow these steps to make changes to global business logic. 1. Work with your Conexiom Project Representative to submit the global change request: * The request *must* *not* be submitted against the Sandbox trading partner. * The request *must*specify which trading partner to copy for testing. 2. Take at least five documents from the copied trading partner and [upload them](https://help.conexiom.com/knowledge-base/submitting-test-documents.md) to the sandbox trading partner at the time of the request or immediately following it. **Note**: These documents are required in order to apply the associated mapping. They may initially fail, but will not require any action at that time. Your Conexiom Project Representative will notify you when the change is available for testing in your sandbox trading partner. ### Testing Changes to Global Logic When changes have been applied to the sandbox trading partner, the next step is to upload additional documents that would demonstrate the modified logic. If these types of documents have already been included, they do not need to be added again. At that point, the process is similar to that of testing a trading partner during implementation. See [Verifying Test Documents](https://help.conexiom.com/knowledge-base/verifying-test-documents.md) for instructions on how to process test documents and review the test results in your ERP test environment. If you require any corrections or modifications, consult with your Conexiom Project Representative on the next steps. If you have confirmed that the change is working as expected and is accepted by your team, work with your Conexiom Project Representative to have the change applied globally. --- language: "en" --- # Check Data and Apply Data Setting **The Check and Apply Data switch sets this feature as the default on your Express Screen.** The Check and Apply Data Setting allows you to click only once in order to check data and apply it. When it is turned on, **Check and Apply Data** displays as the button in the bottom-right corner of the Express screen. When it is turned off, **Check Data** displays. ![9 Check Data and Apply Setting.png](https://help.conexiom.com/__attachments/a_655ce810d68bfd639940cd104f977e25f5fbfb1ab579794420feb221f7d24afd/9%20Check%20Data%20and%20Apply%20Setting.png?cb=43c828938603751ceb0e21b2d7253750) The Check and Apply Data Switch in Settings To set Express to check and apply data by default, do the following: 1. Click the **Settings** icon on the left side of your screen. The Settings page displays. 2. From the Settings page, scroll down to Check Data and Apply. 3. Click the switch to set **Check Data and Apply** as the default. Then Check and Apply Data displays as the button in the bottom right corner of the Express screen. ![10 Check Data and Apply button.png](https://help.conexiom.com/__attachments/a_5af2da183c552d8beb833b8d8d7fa7d29b285c91ee751f3a0b64a1690186ff43/10%20Check%20Data%20and%20Apply%20button.png?cb=6c580fcaa2fd9e7f1aefa2c58a107d2b) The Check and Apply Data Button in Express --- language: "en" --- # Checking Field-Definition Accuracy in Configuration Studio **Using the Validation Screen to methodically check how well you have defined fields during document-configuration** ## Checking Your Configuration with the Validation Screen When checking fields for the choices you have made, one method is to work field-by-field, section-by-section against a check list on the Configuration Screen. However, checking may be easier if you use the Validation screen. To do so, in the Progress Bar at the top of the page click **Validation**. Your results display on the Result tab of the validation screen. ![configstudio21](https://help.conexiom.com/__attachments/a_5ad07e5d6c1848cc094fd22b47b1bebaf3095ed9046e1e2a922ed9a2975266b2/configstudio21.png?cb=d936bbaed6a66abb066171dfce61331f) Whether you work from the Validation Screen or remain on the Configuration screen, follow these steps to check your work: 1. Systematically check for accuracy in each field of each section. Evaluate whether information has been captured into incorrect fields or is inaccurate in any other way. For example, check if you have the right buyers and the right line-item information, among other possible types of information. 2. If you notice anything that is incorrect or needs to be fixed, follow these steps: 1. If you did your evaluation on the Validation Screen, first click **Configuration** to return to the Configuration Screen. 2. On the Configuration screen, make the corrections you need to using the instructions in *Modifying Field Configuration Definitions.* (See [Modifying Field Configuration Definitions](https://help.conexiom.com/knowledge-base/creating-modifying-fields-in-configuration-studio.md)). For example, if you notice that the wrong information was placed in the Bill To Address field, from the Configuration Screen make the necessary changes. 3. To save the changes, click **Commit Change**. 4. To switch to a different document, click the **Documents** icon and select the next document to evaluate. (See[Switching Documents](https://help.conexiom.com/knowledge-base/the-configuration-screen-in-configuration-studio.md)). --- language: "en" --- # Checking for Documents in the Conexiom SFTP Folder ## How to check Conexiom SFTP folders for documents if they did not arrive at your ERP When documents are not at your ERP, you can check the Conexiom SFTP to see if they are there through your web browser. Follow these steps: 1. Click this link to go to the SFTP login page: [SFTP Login](https://tfx.cloud.conexiom.com/login/) and enter. your credentials. **Note** : If you do not have, (or do not remember), your login credentials, you can submit a ticket to Conexiom Support using the **Contact Support** form available in the portal. 2. Once logged in, click **Files.**A file hierarchy displays Prod (Production) and Test Folders. 3. Click **Prod** to view files that have been delivered to the Prod folder. To view Test documents that have been delivered, click **Test**. Files display in the field highlighted in green. 4. If the documents you are looking for are not in the folder, investigate further by submitting a Support ticket using the **Contact Support** form available in the portal. ![image-png-Jun-07-2024-03-13-18-6653-PM.png](https://help.conexiom.com/__attachments/a_87659bca4d515f02a42e65ff39935119d21dfb122ac55955f423a13b71aaf064/image-png-Jun-07-2024-03-13-18-6653-PM.png?cb=ddef567ca660970dcd37dcd6e39ee7f2) **Additional Information** You can also check your SFTP folder by using applications such as WinSCP. --- language: "en" --- # Clear Text vs Images of Text ## Identifying Clear-Text Trading Partners (Video) The video below provides a brief overview of what clear-text is and how to identify if your trading partners are sending clear-text documents. [How%20To%20Identify%20Clear%20Text%20Documents.mp4](https://help.conexiom.com/__attachments/a_1db434288e6f630e831d65de08f1d7264cdd439d5b3f0c9404a0bd5290f6e041/How%252520To%252520Identify%252520Clear%252520Text%252520Documents.mp4.md) **A description of Clear Text and how to test for it.** The ability to distinguish between documents that are clear text and those that are images will help you determine which are better candidates for Conexiom's premier service. When you write something on your computer, normally you use a font such as Arial, Calibri, or Times New Roman. Even Plain Text is a font. These fonts are based on an international encoding standard called Unicode. The computer draws each individual character using mathematical formulas, which not only takes up far fewer computer resources than recording each pixel, they ensure uniformity and reliability. In contrast, when you take a picture of text, as when you scan a document or take a screenshot, you create a bitmap. Bitmaps are *not* developed by formulas; instead, the computer saves the address of each pixel within the image as a color-coded dot. Another name for this type of image is *raster* image. To the computer, it is no different than any other picture of a bird, or a landscape, or a child: it is simply a combination stored dots. In a raster image, there is no font, no formula, no Unicode, and no relation between one letter and another, as there is with Unicode fonts. Another type of graphic font is a vector font. These fonts are often used in graphic arts software programs. Vector images of text are usually developed by graphic artists when creating company logos. Computers use formulas to draw the characters in vector fonts, but vector characters are *not* based on Unicode formulas. When Conexiom asks for clear text, it will nearly always be text from a regular font that is based on Unicode. ### Using the Simple Test for Clear Text You can identify if text is *clear text* through a simple test. Select a large sample of a document, including lines and boxes, copy it, and then paste it into Notepad (Windows) or TextEdit (Apple IOS). If the text is readable, without any unexpected characters or large spaces, this usually indicates the document is clear text, so is usable *without* the aid of the [Image Validator application](https://help.conexiom.com/knowledge-base/image-validator-app.md). --- language: "en" --- # Clearing Alerts **You can clear alerts rather than resolving them.** To clear one or many of the listed alerts, follow these steps. ![131 Alerts clearing 3 Fix](https://help.conexiom.com/__attachments/a_5a5d05b14bd46c22706dd291c786016fd196f943cda62e8407236a27641b22b6/131%2520Alerts%2520clearing%25203%2520Fix.png?cb=011d815b2ead9c4c17424c5c9eb84463) 1. In the Active Alerts list, check the checkbox next to the alerts you want to clear or check the checkbox at the top of the column to check all of the alerts. 2. Click **Do Not Process**. A confirmation dialog box displays. 3. Click **OK**. The alerts are eliminated without resolution. --- language: "en" --- # Clearing your Browser's Cache ## Instructions on different browsers to clear your cache. This is to improve your computer performance and make the loading time faster. To clear your cache in Google Chrome, follow these steps: 1. In the Chrome browser, click the Menu in the upper right corner and choose **Settings**. A new tab will display. 2. Choose "Privacy and security", then click 'Delete Browsing data'. 3. Click the checkboxes and select 'Cached images and files' in the "Delete Browsing data" box. 4. Choose the beginning of the time to delete everything. 5. Click Delete Data. 6. Please close your browser and restart it to see the changes. ### Clearing your Cache in Mozilla Firefox 1. Click the menu in the top right corner 2. Select **History**, then select 'Clear recent history'. A dialog box will display. 3. Use the drop-down box on top of the dialogue box to choose how recent file you want to clear. 4. Select 'Temporary Cache files and pages'. 5. Uncheck the box in front of 'Cookies and Site Data' and 'History'. 6. Click the Clear button Your changes will be saved automatically ### Clearing your Cache in Microsoft Edge To Clear your cache in Microsoft Edge, follow these steps: 1. Go to Settings. A new tab will display. 2. Select the '**Privacy** , **Search, and services**'. 3. Choose clear browsing data now. A dialogue box will appear. 4. Select the Time Range of the cache and history. 5. Uncheck the 'Browsing History', 'Download History', and 'Cookies and other site data'. 6. Leave the 'Cache Images and files' checked. 7. Click the 'Clear Now'. Or You can do CTRL + Shift + Del or type or type "edge://settings/clearbrowserdata" in your address bar so you will be directed to step 3. --- language: "en" --- # Cloning a Trading Partner **For efficiency when creating many trading partners, you can copy the map and logic from a previously existing trading partner account instead of creating a new one wholesale.** ## Duplicating (Cloning) a Trading Partner Account for Efficiency You may need to copy the map and logic from a previously existing trading partner account. This can be an effective strategy in any of the following: * Creating a smoke test trading partner * Creating multiple trading partners that have a similar configuration * Creating a ew implementation Follow these steps to clone a trading partner account: 1. Create a new trading partner account with a different ID For more information on how to create a trading partner, click [here](https://help.conexiom.com/knowledge-base/adding-a-new-trading-partner.md). 2. Submit a change request for the new trading partner account For more information on how to submit a change request, click [here](https://help.conexiom.com/knowledge-base/submitting-a-change-request-via-text-request.md) 1. In your request, ask to copy the map and logic from the "source" trading partner 3. Wait for a response from the Connection Development team saying they copied the map and logic to the new trading partner. 4. Validate the map and logic by: 1. Testing the document extraction 2. Validating output delivered to your ERP 5. If necessary, request the deactivation of the "source" trading partner through a change request associated with that partner. --- language: "en" --- # Setting Column Controls for Customer, Alerts, and Production-Documents Page **In your Conexiom portal you now have more control over the display of columns. You can re-order columns, resize them, pin them, and even select which columns display.** When you use these new features, modifying the page view in any of these locations, your changes are retained for your next session. In your browser application, if you use a privacy mode like Google Chrome's *Incognito* , Microsoft Edge's *InPrivate* , or Mozilla Firefox's *Private* mode, these settings will not be retained in your cache, so will not be displayed when you log back in. Likewise, if you eliminate your cache on any browser, the settings will not be retained. ## Change the Order of the Columns To change the order of columns, you can drag them to different locations. To do so, follow these instructions: 1. Hover over the column header you want to move until the cursor displays as a hand icon. The header is outlined. 2. Click and continue to press your mouse button while you drag the header to its new location. It turns white when you drag it. 3. When you reach the joint between the two columns that you want as the destination, release the mouse button. ![image-png-Mar-12-2024-02-47-21-0883-PM.png](https://help.conexiom.com/__attachments/a_3748b37b7b8f5b1b1935f7adb490be21787059cea8823bc4580f07b87f08e5c6/image-png-Mar-12-2024-02-47-21-0883-PM.png?cb=79872baabba192e53560a55c6c9b9b43) ### Resize a Column To resize the width of a column, follow these instructions: 1. Hover over the right-hand side of the column header until the Resize icon displays. 2. Click and drag the column to the width you would like. **Note**: Some fields have minimum field widths, such as the Assignee column in the Alerts tab. These are set in order to retain the structural integrity of the field. Modifying the column beyond that limit is not possible. ![image-png-Mar-11-2024-11-01-45-4819-PM.png](https://help.conexiom.com/__attachments/a_6823501b6498f82518c78a845d67b65cd1e321c7a54227f41e8c571f1554fc2d/image-png-Mar-11-2024-11-01-45-4819-PM.png?cb=e050c3e19f395d5cb96784e67927f7d2) ### Pin a Column To pin a column in place so that it remains in the same place while you scroll horizontally, follow these instructions: 1. Hover over the column you want to pin. The Menu icon, (three vertical dots), displays on the right side of the header. 2. Click the **Menu** icon and from the drop-down menu that displays, click **Pin to right** or **Pin to left**. The column now remains in place when you scroll horizontally. 3. To unpin the column, click on the Menu icon and select **Unpin**. ![image-png-Mar-11-2024-07-20-37-0733-PM.png?width=436&height=314&name=image-png-Mar-11-2024-07-20-37-0733-PM.png](https://help.conexiom.com/__attachments/a_d8cd5e870f7b31bde481b051e673b38daa973ba956c7fcba6392f819ad3ba896/image-png-Mar-11-2024-07-20-37-0733-PM.png%3Fwidth=436&height=314&name=image-png-Mar-11-2024-07-20-37-0733-PM.png?cb=8ae94eeb46e8584ddba70653b59153b9) #### Hide a Column 1. Hover over the column you want to hide. The Menu icon, (three vertical dots), displays on the right side of the header. 2. Click the **Menu** icon and from the drop-down menu that displays, **Hide** . The column is now hidden from view. **Note**: Downloading a list will export all columns, including hidden columns. Additionally, hidden columns are searchable: they report results when you search for any specific term they have listed. #### Select Which Columns to Display 1. Hover over any column. The Menu icon, (three vertical dots), displays on the right side of the header. 2. Click the **Menu** icon and from the drop-down menu that displays **Show columns.** 3. Do any of the following: * Toggle any of the switches to turn columns on or off. * Click Show All to show all of the columns. * Click Hide All to hide all of the columns. ![image-png-Mar-11-2024-07-22-58-1053-PM.png?width=436&height=544&name=image-png-Mar-11-2024-07-22-58-1053-PM.png](https://help.conexiom.com/__attachments/a_a785e38ab9beaf7f2bbd93fa89ee0ae892d78ee70693c5535fcdec4c8b5ff606/image-png-Mar-11-2024-07-22-58-1053-PM.png%3Fwidth=436&height=544&name=image-png-Mar-11-2024-07-22-58-1053-PM.png?cb=1e3aa3a5c281ffa0f91fa39784c9db8f) --- language: "en" --- # Common Fields and Their Definitions in Configuration Studio **Lists of common fields that are used for document headers and item lists, including definitions and important notes.** ## Defining Document Fields In Configuration Studio, you can define a document's fields in your smart template by accessing the dropdown in the right panel. The table below lists the most common fields used for business documents. Refer below for information on the typical use of the fields and additional details. **Note:** If you have UDFs or other fields that aren't available in the drop-down menu by default, you can request them to be added through a map request. Click the **Request Change** button in the top-right corner to submit your request. During the initial run of the configuration process, certain fields are typically identified by Conexiom's AI. For a complete list, see [Fields Predicted by AI in Express.](https://conexiom.atlassian.net/wiki/x/W4BIrg) ### **Document Fields** Following is a list of values found in the header or footer of the document. |-----------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Field Name** | **Usually Used For** | **Other Important Notes** | | Currency | The type of money used in the transaction. (e.g., USD, EUR) | | | Customer Number | The unique identifier assigned to a customer. | | | Bill To | The address where the invoice is sent. | You will find many options under this same field. You can: * (if applicable) Use the 'ShipToEx' or 'BillToEx' fields recognized by the initial AI run, which attempts to splits them into individual address components. * Use the "Postal Address" or "Company Name + Postal Address" options, depending on the information you need, and capture all lines of the address. The AI will attempt to split them accordingly. * Or manually break down the address into its individual components. (e.g., street, city, zip code) | | Ship To | The address where ordered products are delivered. | You will find many options under this same field. You can: * (if applicable) Use the 'ShipToEx' or 'BillToEx' fields recognized by the initial AI run, which attempts to splits them into individual address components. * Use the "Postal Address" or "Company Name + Postal Address" options, depending on the information you need, and capture all lines of the address. The AI will attempt to split them accordingly. * Or manually break down the address into its individual components. (e.g., street, city, zip code) | | Vendor | The company/ supplier providing the goods or services. | | | Delivery Terms | Any conditions under which the ordered products are delivered. (e.g., FOB, CIF) | | | Document Date | The date the document was issued. | | | Document Number | The unique identifier assigned to the document. | | | PO Number | Purchase Order number, a unique identifier for the order. | This field is only used for non-purchase order documents when referenced on the document. Such as on an Invoice or Order Acknowledgement. | | Due Date | The date by which delivery is expected. | Please ensure that when selecting this field, it is used for the document section. This may be confused with the other due date field available in the line section. | | Discount | Any discount applied to the total amount due. | Please ensure that when selecting this field, it is used for the document section. This may be confused with the other discount fields available in the line section. | | Freight | The cost of shipping the products. | | | Notes | Additional information or comments | | | Payment Terms | Conditions specifying how and when payment should be made. (e.g., Net 30 days) | | | Ship Via | The method of shipping. (e.g., Ground Shipping, Air Express) | | | Subtotal | The total amount before taxes and additional charges. | | | Total | The final amount after all additions and deductions. | | | Unused | When the AI tool runs, it sets this field to a value because it has been mapped as a possible field but isn't tied to any specific field. This field will not be included in the output file. | If it's not needed, you can leave it as is. Do not delete the field. If it is needed, assign it to the correct field. | ### **Line-Item Fields** |----------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------| | **Field Name** | **Usually Used For** | **Other Important Notes** | | Buyer Part Number | The unique identifier assigned by the buyer to a specific product. | | | Supplier Part Number | The unique identifier assigned by the supplier to a specific product. | | | Buyer UOM | The standard unit of measure used by the buyer for the quantity of products. | | | Ordered Quantity | The number of products ordered. | | | Shipped Quantity | The number of products shipped by the supplier. | This is typically used for Invoice and Order Acknowledgement documents. | | Description | A brief description or name of the product. | | | Discount | Any discount applied to the line item. | | | Due Date | The date by which delivery of the line item is required. | | | Extended Cost | The total cost of the products for the line item (unit price multiplied by quantity). | | | Line Notes | Any additional notes or comments related to the specific line item. | | | Line Number | The unique identifier for each line item in the document. These are usually consecutive numbers. | | | Unit Price | The price per unit of the product. | | | Unused | When the AI tool runs, it sets this field to a value because it has been mapped as a possible field but isn't tied to any specific field. This field will not be included in the output file. | If it's not needed, you can leave it as is. Do not delete the field. If it is needed, assign it to the correct field. | | Master Line fields | Used in situations where an item includes additional items as a bundle. Master line indicates the starting line for line items handled this way. | | --- language: "en" --- # Using the Company Tab **The Company Page displays details about your organization along with a contact list.** ## Company Details Each company's details are listed in the top segment of the screen. If you have appropriate permissions, the Modify Time Zone Edit icon displays. Click it and a dialog box allows you to configure of the Portal's time zone. ![44 Picture1](https://help.conexiom.com/__attachments/a_717aed8f8102c847c8ecae892c9f6e60b14c08180caae637f69eb72a08086155/44%2520Picture1.png?cb=f3b55b18b6eb4edbca5465ca903179b0) The dialog also allows the enablement of daylight savings time. ![45 Picture1](https://help.conexiom.com/__attachments/a_59d78f28a05b0912be4a717632d5228923890da15d64ffae9cc129dccbd14a7e/45%2520Picture1.png?cb=2089617068e516919c935cb381da393a) ### The Contact List The lower segment of the screen displays the Contact List where each of the company's contacts are listed. Contacts can be thought of as a list of Users for Conexiom. #### Adding Contacts To add a user to the Contact List, follow these steps: 1. Click **Add**. The Add Contact dialog box displays. 1. Enter the appropriate information in each field: First Name, Last Name, Email, Account Status, and Role Access are mandatory---as shown by the asterisk (\*). **Note**: Be sure the email is correct as it notifies the user that they have been set up. 2. When selecting a role, designate it as **Active** or **Inactive** . **Note**: Super Users can modify the default role's permissions. (Under Settings and Permissions). 3. Two-factor authentication refers to login security. From the drop-down menu, make a selection according to your company's policies. 2. Click Save Changes. ![148c Role Add User.png](https://help.conexiom.com/__attachments/a_019dcb8605c2052ee58b06f988477aeb421438c6b7bb7eddd1b91a86b414efa5/148c%20Role%20Add%20User.png?cb=e926bd345e43eb5bbd6173843a6eca96) To edit one or more user on the Contact List, follow these steps: 1. Click the checkboxes that correspond to the contacts you want to edit. 2. Click **Edit**. The Contact Dialog displays. 3. Enter the changes you want to make. 4. Click **Save Changes**. All of the listings you selected are changed. #### Deleting Contacts You can delete a user from the Contact List at any time. 1. Click the checkboxes that correspond to the contacts you want to delete. 2. To delete a user, click **Options** and from the menu that displays, click **Delete**. 3. Click **Save Changes**. --- language: "en" --- # Contacting Customer Support **Instructions for contacting Customer Support and correctly filling out the Contact-Support Knowledge-Base Form.** ## **Instructions for contacting Customer Support** To contact support, do the following: 1. Login to your [++Conexiom portal++](https://portal-na1.cloud.conexiom.com/a/partner/login). 2. Depending on your system, do one of the following: 1. From the navigation rail on the left of your screen, click the **Question Mark** icon and from the menu that displays, select **Contact Support**. 2. From the Support Menu at the top-right corner of your screen, select **Contact Support**. 3. Fill in the Customer Support web form as described below, under [Completing the Contact Support Form](https://help.conexiom.com/knowledge-base/completing-the-contact-support-form.md#Completing-the-Contact-Support-Form). ### Completing the Contact Support Form #### **Company Name\*** * The company name is located at the top corner of the Portal ![image-png-Sep-05-2024-10-27-15-4723-AM.png](https://help.conexiom.com/__attachments/a_25c2df7ea13691d732674880fc9c0de35d79450080946b309339a723d99d529f/image-png-Sep-05-2024-10-27-15-4723-AM.png?cb=52725cbe4e914203568d045256e1d9bd) #### **What does this request relate to?** \* * Report an Issue * Submit an Enhancement Request * Outgoing Documents Inquiry - "Portal says 'delivered' but we did not receive it." * Incoming Document Inquiry - "My document was not received by Conexiom". * Notification Inquiry - "I did not receive a notification, but I should have." * Portal Inquiry - How do I.....? * Exception Manager * Change Request #### How many trading partners is this affecting? * A single Trading Partner - If the request is only for a specific Profile * Add the specific Trading Partner name in the empty field. * All Trading Partners - If All Profiles are getting affected due to the issue. * No Trading Partner - If no trading partner is affecting the request. #### What is your email? * Enter your email address where the Support team will response to your request. ## After You Submit After submission: * A support ticket is created automatically * You will receive an email confirmation with your ticket number * You can track and communicate about your request using the **Conexiom Help Center** For help tracking tickets and understanding statuses, see [Using the Conexiom Help Center](https://help.conexiom.com/knowledge-base/using-the-conexiom-help-center.md) --- language: "en" --- # Completing the Document in Exception Manager **The process to complete a document is to ensure that information from the left panel of the screen matches corresponding fields in the right panel. If there is alert, the information is missing or incorrect.** There are three different methods you can use to supply or correct information before approving a document: ## Manual Editing When a field is activated within a row, you can manually edit it. 1. Click the field you want to change. The data in the field displays in the Field Locator at the top of your screen. 2. Make the changes you want. Your change is reflected in the Field Locator. 3. To move to the next field, click the Arrow icon (\< or \>) on either side of the Field Locator or manually click the field with your mouse. ![52 Fix Picture1 copy](https://help.conexiom.com/__attachments/a_e75ac5975d9c0d2d11cd07b8b74ee006a3dcb2ab5f317582e8da9e777c1780ee/52%2520Fix%2520Picture1%2520copy.png?cb=43a154b6792fb604b7240288ebc2e46f) ### Editing Fields at the Same Time with Bulk Edit When a number of fields need to be changed to in the same way, you can use the Bulk Edit Feature. It is operated from the Field Locator in the Header of your screen. There are two different methods you can use: * Supply the same data to each field that you manually choose * Click the **Select Like Fields** feature for the application to select all similar fields In terms of process steps, the only difference in the methods is what you choose in Step 3. 1. Click the first of the fields you want to choose. In the example below, the field's data reads "PC" (for "piece"). 2. Click **Bulk Edit**. In the Field Locator window at the top of the screen, the same data, "PC" displays. 3. Do one of the following: * Manually choose the remainder of the fields you want to change. In the example below, you would manually click the fields in the same column you first selected. * Click **Select Like Fields**. The application identifies all of the similar fields, which in the example, are all in the same column. It is possible with some data that the application could choose fields that are similar, but not appropriate. ![154f Bulk Edit.png](https://help.conexiom.com/__attachments/a_c25f08d1fcf510430848ec896dbc35456d3baa93a4ff9ec156925c1cff95993e/154f%20Bulk%20Edit.png) In the Field Locator tool, change the data. For example, change "PC" to "EA" (for "each"). All of the selected fields change from "PC" to "EA," as shown in the next image. When successfully changed, the field turns green and the message field states the field was verified. ![154h Bulk Edit.png](https://help.conexiom.com/__attachments/a_f2acb4c0c41e4d6c1d1b673379242bc4053650028a601e6fbc2ceea60c31f213/154h%20Bulk%20Edit.png?cb=11cd96d0ead9d2da51015cd239516cac) ### Copying From the Left Panel to The Right Panel To copy a value from the left side to the right side, follow these steps: 1. When you identify a field in the right panel of your screen that you want to copy data into, find its corresponding field in the left panel of your screen. 2. Highlight the information in the field in the left panel. 3. Right-click with your mouse and from the menu that displays, select **Copy**. 4. In the field in the right panel of your screen, right-click your mouse and from the menu that displays, click **Paste**. The information fills the field in the right panel. ![152b Exceptions ManagerError](https://help.conexiom.com/__attachments/a_4113a9737237da87356fc808b5b5ba88d19118a4d7264ef71bff5ba77947bd66/152b%2520Exceptions%2520ManagerError.png?cb=e9101682501a13e9ec83325f84e6e877) ### Approving a Document When the information on the Right-Hand side meets your expectations for accuracy, click **Approve** to process the document to your ERP. Depending on your configuration, to approve the document, you may first need to resolve all errors. If your organization wants to have the "Forward for Approval" button configured, confirm with your Conexiom representative that all of the setup tasks involved in turning on notifications for that Business Rep have been completed. --- language: "en" --- # Conexiom Supported Email-to-Case Guide (Optional) **Provides information on how to configure the Conexiom Email-to-Case feature for the Conexiom Composite application.** * [Introduction to Email-to-Case](#) * [How to Configure Email-to-Case](#) * [Conexiom Admin - Email-to-Case Settings](#) * [Manually Sending Cases to Conexiom](#) * [Adding New Action to Case Page](#) * [Enabling Dynamic Actions](#) ## Introduction to Email-To-Case Email-To-Case is a feature that operates from a Salesforce instance (Sandbox, Production org, scratch org, etc). This feature enables the forwarding of a regular inbound email to a pre-configured Salesforce email which will in turn convert the email into a Case at Salesforce. Once the Case is created in Salesforce, we can utilize the email content or attached files to determine if this Case is eligible to create an automated Order from it. More information about about standard Email to Case functionality is covered in this link: ### How to configure Email-To-Case? * On the top righthand corner of your screen click the **gear icon** and select **Setup:** ![image-20230918-184727](https://help.conexiom.com/__attachments/a_790a7055736ed757f511fd40e59f5bbaf45971fa1e86eeb8126762a765d762dd/image-20230918-184727.png?cb=46a5d5edf094f86a5334a54f436208c8) * On the top middle of the Search in the **search bar:** ![image-20230918-184750](https://help.conexiom.com/__attachments/a_c9fa28d6b1e6ac774566563130da36c814c7da3d318927c4daff1a3c0712dba1/image-20230918-184750.png?cb=beea8dc8b13b2d6c6fa32a1f071fdcb5) ![image-20230918-184750.png](https://help.conexiom.com/__attachments/a_c9fa28d6b1e6ac774566563130da36c814c7da3d318927c4daff1a3c0712dba1/image-20230918-184750.png?cb=beea8dc8b13b2d6c6fa32a1f071fdcb5) ![image-20230918-184758.png](https://help.conexiom.com/__attachments/a_6450b8de72099652e5d9bf166d3ab0e55b3cf8e234eca0419a744e94a750dede/image-20230918-184758.png?cb=0dff32d45be5ed9f2514b43e89a954c1) * On the following page select **Continue**in the bottom left hand corner: ![image-20230918-184804.png](https://help.conexiom.com/__attachments/a_47202c54287f227f1025899f8ff460bbaf0852080ba64527f74ae3e0823f82cb/image-20230918-184804.png?cb=7d6067efc0fe6a3e1ec0b3f2fe742c81) * In the next screen select the **Edit button:** ![image-20230918-184818.png](https://help.conexiom.com/__attachments/a_284c4c372a2e49d500aee153a63bcc4f3614c67028628b3d2ad720eb4958e16b/image-20230918-184818.png?cb=89666437cb83b33dc5c5a26e144e1856) * Ensure the following settings are enabled and press **Save**: * Enable Email-to-Case * Enable HTML Email * Set Case Source to Email * Save Email-to-Case attachments as Salesforce Files ![image-20230918-184830](https://help.conexiom.com/__attachments/a_194c74e0c74bd8790258a02db1803c04e19afe0647619a8dfa496e861f66cd0b/image-20230918-184830.png?cb=655dca95d212b578f403c482ad0d9fcc) ![att_2_for_1953988691](https://help.conexiom.com/__attachments/a_14470dcc5bd92c8170d934648f1ec30447b4e58f85f4bd0bda6c4c61ae12ed9b/att_2_for_1953988691.png?cb=49c5091f370831d84fdd6a5c2b0f90e2) Base Email-to-Case settings should look like this: #### Conexiom Admin - Email-to-Case Settings 1. In Salesforce, open the App Launcher, and select **Conexiom.** 2. Navigate to the **Conexiom Admin** tab \> **Email-To-Case Configuration** sub-tab. 3. Within the Feature Control section, toggle **Enable Conexiom Email-to-Case Integration** to **ON.** 4. ![image-20220127-155006.png](https://help.conexiom.com/__attachments/a_3ca175c82dcd84eeb0f599dbdc3a7485391d6e31b84594dd58a1928f9f9b045f/image-20220127-155006.png?cb=56ca93771641de6d0c0d65b8f6a88ca2) 5. ![image-20220127-155212.png](https://help.conexiom.com/__attachments/a_69002e6dda2448cb8c6739c573daa9fb975d0a92a4454db235fa20180eadb839/image-20220127-155212.png?cb=a4480eb7fd22af987edb34b30bb5bd7a) 1. Only users that have been assigned the **Conexiom Admin permission set** will display in this field. This should be a user that has **already established SSO and been successfully authenticated to the Conexiom platform**. 6. The **Toggle Case auto-forwarding to Conexiom** setting controls whether Cases identified for Conexiom should be forwarded automatically (when ON) or added to a batch job to be delivered on a set frequency (when OFF). *Select the option most appropriate for your business needs.* 7. By default, the **Enable Base Automation** and **Enable Sending Orphan Cases** settings will be disabled. These settings will become enabled ONLY if Base Automation is included in your Conexiom Subscription. If Case Identification Filters are setup, these settings will be ignored. *If unsure, check with Conexiom Help Desk*. ![image-20220127-155006](https://help.conexiom.com/__attachments/a_3ca175c82dcd84eeb0f599dbdc3a7485391d6e31b84594dd58a1928f9f9b045f/image-20220127-155006.png?cb=56ca93771641de6d0c0d65b8f6a88ca2) #### Manually sending cases to Conexiom * After these steps are enabled, then click the **gear icon** in the top right header and select **Setup**: ![Screenshot 2023-09-18 at 10.10.54 AM](https://help.conexiom.com/__attachments/a_83db7cc7369d4657f25bc25376a6d380dda0cf3b5b4e2a7f8f5763ebe9faf894/Screenshot%25202023-09-18%2520at%252010.10.54%2520AM.png?cb=c23bbc9db6da06f65e49bde63cf68a82) * Select Object Manager in the top left header: ![Screenshot 2023-09-18 at 10.11.56 AM](https://help.conexiom.com/__attachments/a_06b491cab39bf18e49f7c2fa96e6110a146448dce40c25bcf332b569d935f57f/Screenshot%25202023-09-18%2520at%252010.11.56%2520AM.png?cb=4d3db3ab7b984076152f7034403528a6) ![Screenshot 2023-09-18 at 10.11.56 AM.png](https://help.conexiom.com/__attachments/a_b292dc4d4868d15ed91c8980c88d0cd98eb0c7cda46f2de86d0b85e98786171f/Screenshot%202023-09-18%20at%2010.11.56%20AM.png?cb=4360d87e4ebd2e674e317404af7ca116) ![Screenshot 2023-09-18 at 10.13.04 AM.png](https://help.conexiom.com/__attachments/a_67653df4ad79159b5c8b1d27cf5aab9346a617ac1a526b0bb2990cef4c051064/Screenshot%202023-09-18%20at%2010.13.04%20AM.png?cb=4a3b778af5317d94a7e8045455449909) * In the left panel menu select **Buttons, Links, and Actions:** ![Screenshot 2023-09-18 at 10.13.48 AM](https://help.conexiom.com/__attachments/a_fb010422cc706165933d2995e34c6088984d021e42cc1d7d10eadc3ef844e720/Screenshot%25202023-09-18%2520at%252010.13.48%2520AM.png?cb=e75a44df25d1db0279e154565333dcfd) ![Screenshot 2023-09-18 at 10.13.48 AM.png](https://help.conexiom.com/__attachments/a_2df3bd62d33a6e553fe955eb46780e25efafbbe28503fae4a838677b2db303ba/Screenshot%202023-09-18%20at%2010.13.48%20AM.png?cb=584228f85c136276fbc7eabad81b48c5) ![Screenshot 2023-09-18 at 10.14.45 AM.png](https://help.conexiom.com/__attachments/a_cb54351bedb3f81b34f2006ac7f63fd80871113923d6187d82a91d832bfdc2c5/Screenshot%202023-09-18%20at%2010.14.45%20AM.png?cb=00a271b7e4fac5e8a75f2e30ad1662ca) ### Adding New Action to Case Page * Continuing from the previous step, on the left side menu select **Case Page Layouts:** ![Screenshot 2023-09-18 at 10.17.47 AM](https://help.conexiom.com/__attachments/a_7a5cb85c1e794050971cc1cea85a2d7cd3cc78a6f6ad50e713941af953906cc5/Screenshot%25202023-09-18%2520at%252010.17.47%2520AM.png?cb=a093db2b4004d3deff36ba7bbaf619d0) ![Screenshot 2023-09-18 at 10.17.47 AM.png](https://help.conexiom.com/__attachments/a_b89e19019247fea79be065a84b5edea5c4edc689ffb61399334364051a65b41e/Screenshot%202023-09-18%20at%2010.17.47%20AM.png?cb=d47c96a0f877638c9072e67e6e97c4c4) ![Screenshot 2023-09-18 at 10.19.24 AM.png](https://help.conexiom.com/__attachments/a_fa8b905ab34c2296a88d033c07134088852aae3b1b36a29adaf44175750c6084/Screenshot%202023-09-18%20at%2010.19.24%20AM.png?cb=830242767e82547187e20418ad078be5) ![Screenshot 2023-09-18 at 12.07.30 PM.png](https://help.conexiom.com/__attachments/a_794a42b2dd07adab1036f89d698004d0fc075b689a56de9641803760eb0e655e/Screenshot%202023-09-18%20at%2012.07.30%20PM.png?cb=e08500d48a1da9d84a273dd260531282) ![Screenshot 2023-09-18 at 12.08.58 PM.png](https://help.conexiom.com/__attachments/a_da1ab9da994478731787be601021da4d5bbf7c9cde702cd5cd38d70ad1db6cb4/Screenshot%202023-09-18%20at%2012.08.58%20PM.png?cb=c3b7723768fe08a149efd4534a478bef) ![Screenshot 2023-09-18 at 10.25.17 AM.png](https://help.conexiom.com/__attachments/a_25967065d4b4852a1dfa1a8317693fd7d254fc530c2a025731d1e52d7300e19a/Screenshot%202023-09-18%20at%2010.25.17%20AM.png?cb=3f6e79409206a834c52f0fab2be7ce32) ### Enabling Dynamic Actions * In the **Cases** section of **Object Manager** in **Setup** select **Lightning Record Pages:** ![Screenshot 2023-09-18 at 11.43.46 AM](https://help.conexiom.com/__attachments/a_c3bb35cf14be739c10853d3caff05d03b3a2e003fd2f3478e97a255a9788d606/Screenshot%25202023-09-18%2520at%252011.43.46%2520AM.png?cb=729d886d28091a4ed0c13815cac31e22) ![Screenshot 2023-09-18 at 11.43.46 AM.png](https://help.conexiom.com/__attachments/a_99d160d865e4b1ac44efb48ec7a4366b5e6ea8edfed1214170b4efd627a4824f/Screenshot%202023-09-18%20at%2011.43.46%20AM.png?cb=02abb308729d8162565cac2682c76bab) ![Screenshot 2023-09-18 at 11.44.54 AM.png](https://help.conexiom.com/__attachments/a_3f08db938b0a24882c3ea578e4aae42033691a06dff3b5c366dcd60f89f22339/Screenshot%202023-09-18%20at%2011.44.54%20AM.png?cb=98c00a80f6e3a7062db4c63396910b6b) * In the **Lightning App Builder** select a **Record Page** and press **Next:** ![Screenshot 2023-09-18 at 11.45.44 AM](https://help.conexiom.com/__attachments/a_4a9e56e3c2416228fa1b747b920ca264f33d83126a2d97bdc083a00200e2d9da/Screenshot%25202023-09-18%2520at%252011.45.44%2520AM.png?cb=ecdd0c3cd295d9779e686f33cdcab96b) ![Screenshot 2023-09-18 at 11.45.44 AM.png](https://help.conexiom.com/__attachments/a_19ecac1eb211a8427fc9b0d2458223155cb4291dde0f059909b5ad62ea16b980/Screenshot%202023-09-18%20at%2011.45.44%20AM.png?cb=167831562c1773a8268d84b3d1134cb1) ![Screenshot 2023-09-18 at 11.47.28 AM.png](https://help.conexiom.com/__attachments/a_804900a2d5be2eef5cebd7ee6769fceb975aecb9304c2fcc369c4d80991c648f/Screenshot%202023-09-18%20at%2011.47.28%20AM.png?cb=3513b7f08d879475ddcb37c3472fe818) **Note:** the layout is purely a suggestion. A customer can choose a layout anyway they want. For demonstration purposes select **Header and Right Sidebar** followed by **Done.** ![Screenshot 2023-09-18 at 11.48.19 AM](https://help.conexiom.com/__attachments/a_ac0fc170388cec4c319f59fc9eed4b5fa4b3a858cdd6659d03dda3c3aa28890a/Screenshot%25202023-09-18%2520at%252011.48.19%2520AM.png?cb=dedc084127cd27c5ae8e0e8d2dfe67af) * Drag Highlight Panel to the top header portion of the layout: ![Screenshot 2023-09-18 at 11.52.50 AM](https://help.conexiom.com/__attachments/a_20dc8fb58c2c0c152a9e9fd1602feb5fa19671a52779106585daba1527390c27/Screenshot%25202023-09-18%2520at%252011.52.50%2520AM.png?cb=4bc37fb9b52571a67581de0249706ed7) ![Screenshot 2023-09-18 at 11.52.50 AM.png](https://help.conexiom.com/__attachments/a_3f32076fa12418a20f064c2ae5f87299105c40d25c711e93ddb7a5c41ae87611/Screenshot%202023-09-18%20at%2011.52.50%20AM.png?cb=2c80c71c6c7ea1b05cbdfe47821e1a16) ![Screenshot 2023-09-18 at 11.52.08 AM.png](https://help.conexiom.com/__attachments/a_b931d9b0ca97245d32d72bcd19ff2b62a1dcca50c8db6d16ea1b01dfbbeebaed/Screenshot%202023-09-18%20at%2011.52.08%20AM.png?cb=f1e2f190e7804aca85eec131bdf2e58d) ![Screenshot 2023-09-18 at 11.53.31 AM.png](https://help.conexiom.com/__attachments/a_449a4574be009f3b18453ff0e53caffa4fe54d252172128fefff3b9d485bf4cb/Screenshot%202023-09-18%20at%2011.53.31%20AM.png?cb=bd15b6a129b303e0499a50d12ae26f81) ![Screenshot 2023-09-18 at 11.55.10 AM.png](https://help.conexiom.com/__attachments/a_288c96fe93fc378abf7723c44c76211baa56781eff9ece7f60971d28f15613d0/Screenshot%202023-09-18%20at%2011.55.10%20AM.png?cb=3611bef95cecd1e0d96ebb1f9c30d204) ![Screenshot 2023-09-18 at 11.55.44 AM.png](https://help.conexiom.com/__attachments/a_6ad74b93c32424bc3238e65b5b91f6e62224eeca3890d8df405409b3c167732b/Screenshot%202023-09-18%20at%2011.55.44%20AM.png?cb=883c207dc19c4cb6637da05a38ae9f32) * Select **Send to**Conexiom: ![Screenshot 2023-09-18 at 11.57.54 AM](https://help.conexiom.com/__attachments/a_71a64ff9dbb28dfae014e661de0a28ffb79d74f33b5b220f8a779a7882c9b36d/Screenshot%25202023-09-18%2520at%252011.57.54%2520AM.png?cb=054a710bf8c4c0cc22c15dc875f0012f) ![Screenshot 2023-09-18 at 11.57.54 AM.png](https://help.conexiom.com/__attachments/a_d3ec261d69bea096b86e4a3f25f640c3c4e8f4f9c09ffeaaadec5c6310c21a25/Screenshot%202023-09-18%20at%2011.57.54%20AM.png?cb=99580278d628b7ec1a196a39b02b20bc) ![Screenshot 2023-09-18 at 11.59.16 AM.png](https://help.conexiom.com/__attachments/a_a5d70633fe590bd548f4a4c81234acce399cc72a114179397e2be35898746f1c/Screenshot%202023-09-18%20at%2011.59.16%20AM.png?cb=69a1242c8d961aa37df53f6a89c588b8) ![Screenshot 2023-09-18 at 12.01.21 PM.png](https://help.conexiom.com/__attachments/a_a534125c58bd932938604417466167cfdaa26b29a325df370fc41b9fe62dbfd2/Screenshot%202023-09-18%20at%2012.01.21%20PM.png?cb=8a3f637d48aadb724a7ef61ce6ddd9ce) --- language: "en" --- # Conexiom Express and Conexiom Premier **Conexiom Express is the next generation of our AI sales-order automation solution.** [Conexiom Express](https://help.conexiom.com/knowledge-base/the-conexiom-express-application.md) is deployed in concert with Conexiom Premier; Conexiom's smart-template solution. ![Express v Premier 1](https://help.conexiom.com/__attachments/a_cad6ee2617030bc8fbf0e29084b7c123106cdd494d81a4d22dcea756d5aff593/Express%2520v%2520Premier%25201.png?cb=1a7f6dd042650920bde63cb4b21011d3) Conexiom Premier is ideally suited for *high* -*value trading partners* while Conexiom Express is designed for all of those that remain. Yet both solutions are part of a cohesive whole that automates repetitive tasks within the sales-order process. That gives service staff back the time they need to excel at customer experience, reducing errors and increasing profits. Conexiom Premier uses adaptive smart templates to map the layout, the fields, and the data within sales orders. It then aligns business rules to structure customer data for ERP system parameters. In this way, it provides optimal automation rates, requiring human intervention only to review exceptions that break business rules that service staff need to action. Conexiom Express is faster to deploy because it does not require pre-configured mapping and uses multiple forms of AI to identify sales orders and contextualize the fields and data within. Conexiom Express achieves very high accuracy rates of 90%+ almost immediately and employs a human-in-the-loop review process to assure accuracy. ![image-20260520-201749.png](https://help.conexiom.com/__attachments/a_fe25c8e609782f77f6b4193af6439cf5ec2750006959129e62a6e3eb42083a58/image-20260520-201749.png?cb=52bbf15ca7d6a3d1e9764597aa7452a4) The choice of whether to deploy Conexiom Premier or Conexiom Express for a specific customer depends on the frequency of the orders they submit. The payback for mapping orders with Conexiom Premier is assured for high volume customers. Conexiom Express, on the other hand, can be deployed for any level of order submissions, no matter how infrequent. However, it requires modest effort to review and approve transactions. Conexiom Premier and Conexiom Express have more in common than they have differences: |--------------------------------------------------------------------------------------------------------------------------------|-------------|-------------| | **Functionality** | **Premier** | **Express** | | Common centralized services | X | X | | Rapid deployment integrations | X | X | | Business rules and logic framework for applying validations, conversions, and transformations to automate exception management | X | X | | Ability to fix repetitive exception issues and apply those solutions automatically to future occurrences | X | X | Conexiom Express and Conexiom Premier automate repetitive tasks within the sales-order process, eliminating order entry queues to streamline order processing as a whole. --- language: "en" --- # Conexiom for Salesforce App: Email-to-Case Feature **Automatically create and manage cases from incoming emails with Salesforce Email-to-Case.** ## Using the Salesforce App You can use the Conexiom Salesforce app to forward emails for processing and to track portal status, all within Salesforce. ### **Using Salesforce Email-to-Case** Salesforce Email-to-Case is a built-in feature that routes emails from your inbox directly into Salesforce, converting them into Case records. This approach offers several benefits: * **Streamlined Processes:** Automate and simplify case management. * **Transparency:** Track edits, changes, and who made them. * **SLA Tracking:** Monitor service level agreements effectively. * **Flexible Re-assignment:** Easily reassign cases to different team queues or handle vacations and time-zone differences. * **No Missed Emails:** Ensure every email is captured and processed. * **Reporting and Dashboards:** Generate insights and monitor case activity with ease. You can integrate these cases with Conexiom while keeping the Salesforce Case management processes unchanged. For more information about the Email-To Case functionality from Salesforce, and how to set it up, click [here](https://help.salesforce.com/s/articleView?id=sf.setting_up_email-to-case.htm&type=5). ### **Email-to-Case Integration with Conexiom** Integrating the email-to-case feature with Conexiom allows you to forward regular inbound emails to a designated Salesforce email address. This will automatically convert the email into a case within Salesforce. Once the case is created in Salesforce, we can utilize the email content or attached files to determine if this case is eligible to create an automated order from it. Here's how the process works: 1. Identifying the cases created from emails that need to be sent to Conexiom. 2. Forwarding these cases to Conexiom to process. 3. Managing the case statuses based on the processing statuses in Conexiom. ![image-png-Sep-03-2024-08-31-49-8928-PM.png](https://help.conexiom.com/__attachments/a_d70c1adbadc8be033919dfc6084e106f2eb797b9ccc4f90aba7004a7714179d7/image-png-Sep-03-2024-08-31-49-8928-PM.png?cb=4551b21419cee18cec11cd757bd51876) --- language: "en" --- # Configuration Studio Sections: Headers, Line Items, and Footers **How Configuration Studio recognizes the Header, Line Items, and Footer sections of each document.** ## Document Sections in Configuration Studio Configuration Studio recognizes the Header, Line Items, and Footer sections of a document. The following describes how each behaves across single and multi-page layouts and how extraction levels affect data extraction. Each document processed by the system is divided into three main sections: * **Header** -- Typically contains document-level data such as order number, customer ID, or date. * **Line Items** -- Contains line-level data such as part numbers, quantities, or prices. * **Footer** -- Usually includes document-level totals or closing fields. These sections help the system identify and extract relevant data accurately. Each one is structured as a table and is mapped at a specific level. ### Extraction Levels | **Section** | **Recognized As** | |-------------|-------------------| | Header | Document Level | | Line Items | Line Level | | Footer | Document Level | **Note:**In some cases, document-level data may be mapped at the line level. ### How Sections Display in Multi-Page Documents The presence of headers and footers varies, depending on the number of pages in the document. This distribution ensures accurate data extraction. #### Verification Order The system verifies sections in the following order: 1. Header Section 2. Footer Section 3. Line Item Section **Note**: Each section is validated, based on whether mandatory elements are present. Optional elements may be missing without causing failure. #### Section Details 1. **Header Section** * Header 1: Applies only to Page 1. * Header Empty: Applies to all pages except Page 1. * You can define multiple versions (e.g., Header Empty 1, 2, 3). * The engine checks them in the defined order. **2. Footer Section** * Footer 1: Applies only to the last page. * Footer Empty: Applies to all pages except the last page. * Multiple versions allowed (e.g., Footer Empty 1, 2, 3). * Checked in order. **3. Line Item Section** * Applies to all pages. * Verified after headers and footers. The diagram illustrates how headers and footers are distributed across documents of varying lengths: ![image-png-May-21-2025-06-01-18-3072-PM.png?width=627&height=623&name=image-png-May-21-2025-06-01-18-3072-PM.png](https://help.conexiom.com/__attachments/a_7314d7685d5f4cf46ba0021c4f6991d9b396ccce753aeb6991cddc6f08c3ef49/image-png-May-21-2025-06-01-18-3072-PM.png%3Fwidth=627&height=623&name=image-png-May-21-2025-06-01-18-3072-PM.png?cb=4d7a33482ee5d786886a7f8f1c3b83f6) Sections Appear in Multi-Page Documents Document-level data comes from the first and last page, while line-level data spans all pages. For more information see: * [++Creating and Modifying Sections++](https://help.conexiom.com/knowledge-base/creating-modifying-sections-in-cs.md) * [++Customizing Sections++](https://help.conexiom.com/knowledge-base/customizing-sections-in-configuration-studio.md) --- language: "en" --- # Configuration Studio Overview **Configuration Studio helps you set up documents for your customers (or vendors). In that way it helps you set up those trading partners.** ## Use Configuration Studio to Create or Modify Document-Configuration Templates Configuration Studio helps you set up trading partners by giving you a way to finish an essential task at the heart of the onboarding process: setting up the customer's documents by creating configuration templates. These define how computers can read them. AI does most of the work, but Configuration Studio provides tools for you to refine what the AI has produced. The end result enables computers to read those documents with 100% accuracy. ### The Configuration Process After you have created a trading partner in terms of their organization, which is covered in [Setting up Trading Partners](https://help.conexiom.com/knowledge-base/trading-partner-setup-process.md), in Configuration Studio, refine configuration templates for your trading partner. The overall process that it offers is relatively simple, but some individual operations can appear complex at first. The four basic steps to the process are: 1. Documents: Select documents and allow Conexiom's AI to create the initial configuration profile from those documents. 2. Configuration: Refine the configuration profile for accuracy. 3. Business Logic: Add business logic statements and cross references. 4. Validation: Confirm the configuration profile's accuracy and completeness. ![Configuration Studio's Process](https://help.conexiom.com/__attachments/a_1c05de5faba5b23d277d3cabe6bb58d913e0f9f0b6df642ff10c376f5cec0111/1%2520Picture1%2520z.png?cb=dfc7c4b88d413f9417ff357db5d8e6af) The Configuration Process ### Using Configuration Studio to Create or Modify Document Templates You can use Configuration Studio to create or modify configuration templates. After uploading the document, do one of the following: #### **Creating a New Configuration Template** To create a new configuration template, begin by defining each section of your document. See [Creating \& Modifying Sections in Configuration Studio](https://help.conexiom.com/knowledge-base/creating-modifying-sections-in-cs.md). From there work at defining fields. See [Creating \& Modifying Fields in Configuration Studio.](https://help.conexiom.com/knowledge-base/creating-modifying-fields-in-configuration-studio.md) #### **Retrieving and Modifying an Existing Configuration Template** Instead of creating a new layout by going through the whole document-configuration process, you can use Configuration Studio's Document Layout Service to find existing layouts for documents. See [Retrieving a Previously Created Document Template.](https://help.conexiom.com/knowledge-base/retrieving-a-previously-created-document-template.md) --- language: "en" --- # Configuration Studio: Resource Guide **Explore a curated collection of articles that guide you through each step of setting up your Premier Trading Partner with Configuration Studio.** [Configuration Studio](https://help.conexiom.com/knowledge-base/configuration-studio-overview.md) is structured into four steps, displayed in the top navigation bar. Each step below provides a curated list of resources to guide you through the process. ![image-png-Mar-11-2025-04-26-11-7680-PM.png](https://help.conexiom.com/__attachments/a_ddfcc8d1a0292a6b686d6cd7e6ef3923544b0e2b5ada531cd809409e17b4ecf7/image-png-Mar-11-2025-04-26-11-7680-PM.png?cb=c49a7a0e38f72d86f71a74162127432c) Navigation Bar > Looking for more learning opportunities? Explore our video **training courses.** > > [Introduction to Configuration Studio - Pt 1: Creating a Smart Template](https://help.conexiom.com/knowledge-base/introduction-to-cs-pt.-1.md) > > [Introduction to Configuration Studio - Pt. 2: Error Handling and Business Logic](https://help.conexiom.com/knowledge-base/introduction-to-cs-pt.-2.md) *** ** * ** *** ## Step 1: Select Documents * [Opening Configuration Studio](https://help.conexiom.com/knowledge-base/opening-configuration-studio.md) * [Managing and Uploading Documents in Configuration Studio](https://help.conexiom.com/knowledge-base/managing-uploading-documents-in-configuration-stud.md) ### Step 2: Configuration * [The Configuration Screen in Configuration Studio](https://help.conexiom.com/knowledge-base/the-configuration-screen-in-configuration-studio.md) * [Resolving Common Errors in Configuration Studio](https://help.conexiom.com/knowledge-base/resolving-common-errors-in-configuration-studio.md) * [Using a Previous Configuration Profile as a Template](https://help.conexiom.com/knowledge-base/using-a-previous-document-as-template.md) * [Using the Layout Detection Service to Find Layouts for Configuration](https://help.conexiom.com/knowledge-base/retrieving-a-previously-created-document-template.md) #### *Sections* * [Configuration Studio Sections: Headers, Line Items, and Footers](https://help.conexiom.com/knowledge-base/configuration-studio-document-sections.md) * [Creating \& Modifying Sections in Configuration Studio](https://help.conexiom.com/knowledge-base/creating-modifying-sections-in-cs.md) * [Customizing Sections in Configuration Studio](https://help.conexiom.com/knowledge-base/customizing-sections-in-configuration-studio.md) * [Strategies for Mapping Line Variations Using Configuration Studio](https://help.conexiom.com/knowledge-base/strategies-for-mapping-line-variations-using-confi.md) #### *Fields* * [Creating and Modifying Fields in Configuration Studio](https://help.conexiom.com/knowledge-base/creating-modifying-fields-in-configuration-studio.md) * [Using \& Modifying Field Definitions in Configuration Studio](https://help.conexiom.com/knowledge-base/using-modifying-field-definitions-in-configuration.md) * [Splitting Fields in Configuration Studio](https://help.conexiom.com/knowledge-base/splitting-fields-in-configuration-studio.md) ### Step 3: Business Logic * [Creating \& Modifying Business Logic Statements in Configuration Studio](https://help.conexiom.com/knowledge-base/creating-modifying-business-logic-statements-in-cs.md) * [Using Cross Reference Tables in Configuration Studio](https://help.conexiom.com/knowledge-base/using-cross-reference-tables-in-cs.md) ### Step 4: Validation \& Submitting Changes * [The Validation Screen in Configuration Studio](https://help.conexiom.com/knowledge-base/the-validation-screen-in-configuration-studio.md) * [Checking Field-Definition Accuracy in Configuration Studio](https://help.conexiom.com/knowledge-base/checking-field-definition-accuracy-in-configuratio.md) * [Testing and Deploying Changes on Document Templates from The Validation Screen](https://help.conexiom.com/knowledge-base/the-validation-screen-in-configuration-studio.md) --- language: "en" --- # Configuring a Trading Partner **After creating a new trading partner account, submit change requests and documents.** After adding a new trading partner account, you can set up a Smart Template and other configuration steps. At this stage, your trading partner will move from a status of "New," to "Validation Required" or "Validation in Progress." **Note** : For definitions of customer (or vendor) statuses, click [here.](https://help.conexiom.com/knowledge-base/customer-or-vendor-statuses.md) ## Configuration Process Overview This process involves the following steps. Click on the step for instructions. 1. [Submitting an Initial Change Request](https://help.conexiom.com/knowledge-base/submitting-change-requests.md) 2. [Submitting Test Documents](https://help.conexiom.com/knowledge-base/submitting-test-documents.md) 3. [Verifying Test Documents](https://help.conexiom.com/knowledge-base/verifying-test-documents.md) 4. [Submitting Subsequent Change Requests](https://help.conexiom.com/knowledge-base/submitting-change-requests.md) (if subsequent changes are required) When these steps are completed and everything is working as expected, you can move the trading partner to production by following instructions [here](https://help.conexiom.com/knowledge-base/moving-a-trading-partner-into-production.md). --- language: "en" --- # Contact Support **Instructions on contacting Customer Support, filling in the Customer Support web form, and resetting your password.** You may need Customer Support for help with implementing features, malfunctions, or other problems. For help, follow these links: [Contacting Customer Support](https://help.conexiom.com/knowledge-base/completing-the-contact-support-form.md) [Using the Conexiom Help Center](https://help.conexiom.com/knowledge-base/using-the-conexiom-help-center.md) [Resetting Your Password](https://help.conexiom.com/knowledge-base/resetting-your-password.md) --- language: "en" --- # Correcting Errors in Document Routing ## Understand why a document was routed to the incorrect trading partner and how to resolve the issue. Production documents are emailed into Conexiom through various ways such as manual forwarding, Inbox/Mail server rules, or RBOP setup. At times these documents can be routed incorrectly. To troubleshoot and resolve any document routing issues, refer to the workflows below. These outline how document routing works and highlight key steps to ensure documents reach the correct trading partner. To reassign the document to the correct trading partner, go to the Document Details page and select 'Reassign'. For more details, see [this article](https://help.conexiom.com/knowledge-base/document-details-page.md). ### Workflow Step 1: Buyer Within the portal under the trading partner, there is a list of Buyers at the bottom. The domains listed within the Buyer Identifier field are what Conexiom first checks to see if the sender is approved to forward in documents. * If the buyer identifier is unique to this trading partner and a match is found, the document will be assigned automatically. See more on Buyers [here](https://help.conexiom.com/knowledge-base/the-buyers-contacts-section.md). ### Workflow Step 2: Assign Key For each trading partner, unique assign keys are set and reviewed prior to moving the trading partner into production. See more on Assign keys [here](https://help.conexiom.com/knowledge-base/creating-assign-keys.md). **Note**: If Rules-Based Order Processing (RBOP) enabled, be aware that assign keys are not used for assigning the account as buyers must be unique, so this step does will not apply. Conexiom will check Assign Keys in the following order: * Email (e.g. From email, subject, body, etc.) * File (i.e. file name) * Document (i.e. text within the document) ### Workflow Step 3: Document Details Review 1. Manually assign the document to the correct trading partner. 2. Process the document. 3. Once processing is completed, navigate to the Document Details page. (See more on the Document Details page [here](https://help.conexiom.com/knowledge-base/document-details-page.md)). 4. Look at the bottom of the Document History for "Event." 5. You will see the following: 1. Checking email data 2. Checking file 3. Document 1. Document multiple matches found (don't recall the wording when there are too many matches) 2. Document no matches found (this may not even show document at all, need to confirm) 3. Document auto-assigned to > **Note:** If you see "No matching assign key found", this is normal as finding a match on either the email assign key or file would bypass the assign key in the portal, (if configured). If no match is found, Conexiom will check the next step in the process until it finds a match or has determined that no suitable matches are found. If multiple matches are indicated, you will see the names of the trading partners where a match is found. To resolve, you may need to update the assign key for both trading partners. * Example: Company ABC purchases from Company XYZ but Company XYZ doesn't purchase from Company ABC, you can update Company XYZ's assign key with "Company XYZ" AND NOT "Company ABC". * When Conexiom receives a document containing matching keywords in the future, it will assign Company XYZ documents that don't contain "Company ABC". Likewise, if a document for Company ABC contains "Company XYZ" within the document, it will correctly assign to Company ABC as the assign key conditions would now find a single match. ### Workflow Step 4: Assign Key Troubleshooting The following are examples of how to troubleshoot and resolve assign key issues. **Note**: Confirm assign key matches in the document 1. Navigate to the Trading partner 2. Look at the Assign key field to confirm keyword(s) 3. Open the document forwarded to Conexiom and use CTRL + F to search for the same text within the document 1. If your assign key has more than one keyword, you may see something like "Purchase Order" AND "Company Name" 2. In this case, you would search both sets of keywords separately 3. If you can't find the keyword(s) in the document, then check to see if this document should be processed by Conexiom 4. If so, adjust your Assign key with an "OR" statement such as ("Purchase Order" AND "Company Name") OR "abccompany.com" **Tips**: If a domain name appears on a document, it may make a good assign key. Avoid using common words or short abbreviations as assign keys because there is a good chance that you may run into overlap as you onboard more trading partners . ### FAQ ***The document has a match for my assign key but it didn't correctly assign*** If an unknown customer / unknown vendor alert is generated, but the assign key text matches exactly, text on the document may match a keyword of another trading partner within the portal, or the document is not in clear text. Example: Company 1 has an assign key of "Purchase Order" and "Company Name", but within the document, one of the line items descriptions contained the company name of another trading partner within your portal. In this case, Company Name 2 uses its name as the assign key. As there was a match for more than one trading partner, Conexiom could not determine which one to use and flagged it as an unknown customer/vendor alert. ***Assign key keywords match visually in the document but it still didn't assign*** If you have multiple keywords within quotes, copy the text exactly as it appears. Next, try to search within the document for this same string of keywords, does it still find a match? If your assign key has "Company Name 1" in the field, but in the document, this says "Company Name 1" where an extra space is seen between "Name" and "1", then this would fail as Conexiom is looking for an exact match. --- language: "en" --- # Training Courses ## Explore our self-serve training courses, designed to help you maximize value with Conexiom and achieve your automation goals, anytime, anywhere. **Stay tuned for more training courses!** 1. [Setting Up Premier Trading Partners -- Part 1](https://help.conexiom.com/knowledge-base/setting-up-trading-partners---pt.-1.md) 2. [Setting Up Premier Trading Partners -- Part 2](https://help.conexiom.com/knowledge-base/setting-up-trading-partners---pt.-2.md) 3. [Introduction to Configuration Studio - Part 1: Creating a Smart Template](https://help.conexiom.com/knowledge-base/introduction-to-cs-pt.-1.md) 4. [Introduction to Configuration Studio - Part 2: Error Handling \& Business Logic](https://help.conexiom.com/knowledge-base/introduction-to-cs-pt.-2.md) --- language: "en" --- # Creating a New Cross-Reference Table ## How to Create a Cross-Reference Table You can create new cross-reference tables. From the Customer Details page of the trading partner, click **View Cross Reference Table**. The Cross References page displays. ![155 xRefOptions Menu 2b.png](https://help.conexiom.com/__attachments/a_071a87967f72374341ccefe24507edd890c6e9633008444fd6f9ce89cb6be2de/155%20xRefOptions%20Menu%202b.png?cb=9fd467c0aa9e83df933cf3f732457080) Cross-References, Options Menu 1. Click the **Options** button in the upper right-hand corner and from the menu that displays click **New Table**. 2. In the dialog box that displays, next to **Table Values** , click the **Add** icon(**+**) to define the following table 3. Enter a **Name**of the Table in the appropriate field. 4. Enter a **Table Description**in the appropriate field. 5. Check the box if the table is intended for all customers. (If this configuration profile only applies to one trading partner, do not check this box). 6. Check the box if the table will allow duplicate values into Input columns. **Note**: This action is not recommended in most circumstances. 7. For additional changes from default settings, work with your Conexiom Team for any changes. 8. Click **Confirm Table**. ![116 Picture1.png](https://help.conexiom.com/__attachments/a_c86228181d9f227e3b4cbafd85ccef86e5f6a4c0e4d140041e7e94e68223d341/116%20Picture1.png?cb=bad02f7d89ea6e4fa7ac3a9edf6dd1ee) New Cross Reference Table Dialog **Note:**Cross-references can only be edited by users with cross-reference editing permissions. To learn more about creating, modifying and managing cross-reference tables, follow the links below: * [The Cross References Page](https://help.conexiom.com/knowledge-base/cross-reference-tables) * [Working within the Rows of a Cross-Reference Table](https://help.conexiom.com/knowledge-base/basic-cross-reference-table-actions) * [Working with Cross Reference Tables](https://help.conexiom.com/knowledge-base/working-with-cross-reference-tables) * [Using Cross Reference Tables in Configuration Studio](https://help.conexiom.com/knowledge-base/cross-reference-tables-in-configuration-studio) [Next Page](https://help.conexiom.com/llms-full.txt/1)