OpenText Active Documents Trading Grid - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and Microsoft Planner

OpenText Active Documents Trading Grid is well suited for secure B2B document exchange, compliance, and audit-ready collaboration with trading partners. Microsoft Planner is designed for lightweight team task management, assignment tracking, and workflow coordination across internal teams. Together, they can connect external document events with internal execution tasks, improving visibility, accountability, and response times.

• Purchase Order Exception Management

  When a purchase order is received through OpenText Active Documents Trading Grid, an exception task can be created in Microsoft Planner for procurement or customer service teams if the order fails validation, contains missing fields, or requires approval. This helps internal teams resolve issues quickly while maintaining a clear audit trail of partner communications.

  Data flow: OpenText Active Documents Trading Grid to Microsoft Planner

• Invoice Dispute Resolution Workflow

  Invoices exchanged with suppliers or customers through OpenText Active Documents Trading Grid can trigger Planner tasks when discrepancies are detected, such as pricing mismatches, duplicate invoices, or missing supporting documents. Finance teams can track each dispute as a task, assign owners, and monitor resolution deadlines without losing context from the original transaction.

  Data flow: OpenText Active Documents Trading Grid to Microsoft Planner

• Shipping Notice and Receiving Coordination

  Advanced shipping notices sent through OpenText Active Documents Trading Grid can automatically create receiving tasks in Microsoft Planner for warehouse or logistics teams. This allows teams to prepare dock schedules, staffing, and inspection activities before goods arrive, reducing delays and improving inbound processing accuracy.

  Data flow: OpenText Active Documents Trading Grid to Microsoft Planner

• Partner Onboarding and Compliance Follow-Up

  When a new trading partner is onboarded in OpenText Active Documents Trading Grid, Planner tasks can be generated for internal teams to complete setup activities such as EDI mapping review, compliance checks, test document validation, and account activation. This creates a structured onboarding checklist that shortens partner go-live time.

  Data flow: OpenText Active Documents Trading Grid to Microsoft Planner

• Document Rejection and Resubmission Tracking

  If a document is rejected in OpenText Active Documents Trading Grid due to formatting, validation, or business rule failures, a Planner task can be created for the responsible internal team to correct and resubmit the document. This is especially useful for high-volume invoice, order, and shipment document flows where fast turnaround is critical.

  Data flow: OpenText Active Documents Trading Grid to Microsoft Planner

• Cross-Functional Order Fulfillment Coordination

  Order events received through OpenText Active Documents Trading Grid can trigger Planner tasks for sales operations, inventory, and customer support teams when special handling is required, such as partial fulfillment, backorders, or expedited shipping. This improves coordination across departments and helps ensure customer commitments are met.

  Data flow: OpenText Active Documents Trading Grid to Microsoft Planner

• Audit and Exception Review Task Management

  Compliance or operations teams can use Microsoft Planner to manage periodic reviews of document exceptions, failed transmissions, and partner acknowledgments captured in OpenText Active Documents Trading Grid. Tasks can be assigned for investigation, remediation, and closure, supporting governance and operational oversight.

  Data flow: OpenText Active Documents Trading Grid to Microsoft Planner

These integrations are most valuable when OpenText Active Documents Trading Grid acts as the system of record for external document exchange, while Microsoft Planner serves as the internal execution layer for task assignment, follow-up, and team coordination.