OpenText Active Documents Trading Grid - OpenText Extended ECM - Business Workspaces Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Extended ECM - Business Workspaces

1. Supplier Purchase Order Workspace with Automated B2B Document Exchange

Data flow: OpenText Extended ECM - Business Workspaces ? OpenText Active Documents Trading Grid

When a purchase order is created in an ERP-linked business workspace, the PO document and related metadata are automatically sent through Trading Grid to the supplier. The workspace retains the full transaction context, including approvals, version history, and supporting documents such as specifications or contract references.

Business value: Procurement teams gain a single operational record while suppliers receive controlled, auditable document delivery. This reduces manual emailing, improves order accuracy, and shortens order cycle times.

2. Invoice Exception Management Workspace

Data flow: OpenText Active Documents Trading Grid ? OpenText Extended ECM - Business Workspaces

Supplier invoices received through Trading Grid are automatically routed into an accounts payable workspace tied to the vendor, purchase order, or case. AP staff can review invoice images, compare them with PO and receipt data, and manage exceptions, disputes, or approvals within the workspace.

Business value: Finance teams can resolve mismatches faster, maintain a complete audit trail, and reduce invoice processing delays. This is especially useful for high-volume AP operations with frequent three-way match exceptions.

3. Shipping Notice and Order Fulfillment Workspace

Data flow: OpenText Active Documents Trading Grid ? OpenText Extended ECM - Business Workspaces

Advance shipping notices, packing lists, and shipment confirmations received from logistics partners are captured in a fulfillment workspace associated with the sales order or shipment case. Operations teams can track shipment status, review delivery documents, and coordinate exceptions such as partial shipments or damaged goods.

Business value: Supply chain and customer service teams get a shared view of fulfillment status, improving responsiveness to delays and reducing time spent searching across systems.

4. Contract and Trading Partner Compliance Workspace

Data flow: Bi-directional

Trading partner agreements, compliance certificates, and regulatory documents are stored in Extended ECM workspaces, while Trading Grid is used to exchange required compliance artifacts with external partners. Updates to certificates, insurance documents, or signed agreements can be distributed through Trading Grid and retained in the workspace as the governed source of record.

Business value: Legal, procurement, and compliance teams can monitor partner readiness and ensure only current approved documents are exchanged. This reduces compliance risk and supports audit readiness.

5. Customer Order Case with Documented Partner Collaboration

Data flow: OpenText Active Documents Trading Grid ? OpenText Extended ECM - Business Workspaces

Customer orders, acknowledgements, and change notices exchanged with distributors or fulfillment partners are automatically linked to a customer order workspace. Sales, customer service, and operations teams can view the full order history, supporting documents, and exception handling notes in one place.

Business value: This improves visibility into order status and customer commitments, helping teams respond quickly to order changes, shortages, or delivery issues without relying on fragmented email threads.

6. Quality Claim and Return Authorization Workspace

Data flow: OpenText Active Documents Trading Grid ? OpenText Extended ECM - Business Workspaces

When a retailer or distributor submits a return authorization, defect notice, or quality claim through Trading Grid, the documents are automatically assembled into a case workspace. Quality, manufacturing, and customer service teams can review evidence, attach test results, manage corrective actions, and communicate resolution steps.

Business value: Organizations can handle claims more consistently, reduce resolution time, and preserve a complete record for warranty, compliance, and supplier recovery processes.

7. Project-Based Partner Document Hub

Data flow: Bi-directional

For large implementation or manufacturing projects, Extended ECM workspaces serve as the central hub for project documents, milestones, and internal approvals. Trading Grid is used to exchange formal documents with external partners such as subcontractors, suppliers, or logistics providers, while incoming confirmations, delivery notices, and signed documents are stored back in the workspace.

Business value: Project managers gain controlled collaboration across internal and external teams, with clear governance over what is shared and a complete record of partner interactions.

8. Master Data-Driven Partner Onboarding Workspace

Data flow: OpenText Extended ECM - Business Workspaces ? OpenText Active Documents Trading Grid

When a new supplier or trading partner is onboarded in a business workspace, required documents such as tax forms, banking details, insurance certificates, and signed terms are collected and validated. Once approved, the workspace triggers Trading Grid setup and begins secure exchange of operational documents with that partner.

Business value: This creates a controlled onboarding process that links partner master data, compliance documentation, and B2B document exchange readiness. It reduces onboarding errors and accelerates time to first transaction.