OpenText Active Documents Trading Grid - OpenText Core Capture Services Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Core Capture Services

1. Automated invoice intake from trading partners into accounts payable

Data flow: OpenText Active Documents Trading Grid ? OpenText Core Capture Services

Suppliers send invoices through Trading Grid as part of the B2B document exchange process. Core Capture Services receives the invoices, classifies them by supplier and document type, extracts key fields such as invoice number, PO number, line items, tax, and totals, and routes the data into AP workflows or ERP systems for validation and approval.

Business value: Reduces manual invoice entry, accelerates invoice processing, improves matching accuracy, and supports faster payment cycles.

2. Purchase order and order acknowledgment processing

Data flow: OpenText Active Documents Trading Grid ? OpenText Core Capture Services

Trading partners exchange purchase orders and order acknowledgments through Trading Grid. Core Capture Services captures the incoming documents, extracts order details, and feeds them into order management or ERP systems for confirmation, exception handling, and fulfillment planning.

Business value: Shortens order processing time, reduces errors from manual rekeying, and helps customer service and supply chain teams respond faster to order changes.

3. Shipping notice and proof of delivery document intake

Data flow: OpenText Active Documents Trading Grid ? OpenText Core Capture Services

Logistics partners and carriers transmit advance shipping notices, packing slips, and proof of delivery documents through Trading Grid. Core Capture Services captures shipment identifiers, dates, quantities, carrier references, and delivery confirmations, then passes the data to warehouse management or transportation systems.

Business value: Improves shipment visibility, speeds receiving and reconciliation, and reduces disputes over delivery status or missing goods.

4. Supplier onboarding and compliance document capture

Data flow: OpenText Active Documents Trading Grid ? OpenText Core Capture Services

New suppliers submit onboarding documents such as tax forms, banking details, insurance certificates, and compliance attestations through Trading Grid. Core Capture Services classifies and extracts the required information for supplier master data creation, compliance review, and approval workflows.

Business value: Streamlines supplier setup, reduces onboarding delays, and improves compliance tracking across procurement and finance teams.

5. Digital mailroom for partner correspondence and exception handling

Data flow: OpenText Active Documents Trading Grid ? OpenText Core Capture Services

Operational correspondence from trading partners, including claims, disputes, missing document notices, and contract-related letters, is delivered through Trading Grid. Core Capture Services captures the content, identifies the subject matter, and routes it to the correct department such as procurement, customer service, legal, or finance.

Business value: Centralizes partner communications, reduces routing delays, and ensures exceptions are handled by the right team with better auditability.

6. Document validation before outbound partner submission

Data flow: OpenText Core Capture Services ? OpenText Active Documents Trading Grid

Internal teams scan or upload documents such as invoices, shipping forms, or compliance certificates into Core Capture Services. After extraction and validation, the approved document package is sent through Trading Grid to external trading partners for secure exchange and acknowledgment.

Business value: Ensures outbound documents are complete and accurate before transmission, reducing rejected transactions and improving partner trust.

7. Closed-loop document processing for dispute resolution

Data flow: Bi-directional between OpenText Active Documents Trading Grid and OpenText Core Capture Services

A trading partner submits a dispute document, claim form, or invoice correction through Trading Grid. Core Capture Services extracts the issue details and creates a case in the appropriate workflow system. Once resolved, the response or corrected document is sent back through Trading Grid to the partner, maintaining a complete transaction record.

Business value: Creates a controlled end-to-end process for exceptions, improves resolution times, and provides a clear audit trail for compliance and customer service.

8. Multi-document packet capture for supply chain transactions

Data flow: OpenText Active Documents Trading Grid ? OpenText Core Capture Services

Trading Grid delivers bundled transaction packets containing purchase orders, invoices, packing lists, certificates of origin, and customs documents. Core Capture Services separates the packet, classifies each document, extracts relevant data, and sends structured information to downstream systems for customs clearance, receiving, or financial reconciliation.

Business value: Supports complex cross-border and multi-party transactions, reduces manual document sorting, and improves processing speed across supply chain operations.