OpenText Active Documents Trading Grid - OpenText Product Traceability Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Product Traceability

1. Purchase Order to Lot Traceability Setup

Direction: OpenText Active Documents Trading Grid - OpenText Product Traceability

When a purchase order is exchanged with a supplier through Active Documents Trading Grid, the order details can be sent into Product Traceability to create the initial traceability record for the inbound materials. This allows procurement and quality teams to link each order line to expected lot, batch, or serial tracking requirements before goods arrive.

• Reduces manual re-entry of order data into traceability systems
• Improves visibility from order placement to material receipt
• Supports regulated and high-value supply chains where lot control is required

2. Advance Shipping Notice to Inbound Traceability Update

Direction: OpenText Active Documents Trading Grid - OpenText Product Traceability

Advance shipping notices sent by suppliers through Trading Grid can automatically update Product Traceability with shipment contents, lot numbers, expiration dates, and serial identifiers. Receiving teams gain early visibility into what is arriving, while traceability records are prepared before the physical goods reach the warehouse.

• Speeds receiving and inspection processes
• Improves accuracy of inbound lot and serial capture
• Helps warehouse teams plan put-away and quarantine workflows

3. Supplier Certificate and Compliance Document Linking

Direction: OpenText Active Documents Trading Grid - OpenText Product Traceability

Supplier compliance documents such as certificates of analysis, certificates of conformity, and regulatory declarations can be exchanged through Trading Grid and attached to the corresponding product, lot, or batch record in Product Traceability. This creates a complete compliance history for quality assurance and audit teams.

• Centralizes supporting documents with traceable product records
• Shortens audit preparation time
• Improves response speed for customer and regulator inquiries

4. Nonconformance Notification and Supplier Corrective Action Workflow

Direction: OpenText Product Traceability - OpenText Active Documents Trading Grid

When Product Traceability identifies a defective lot, expired batch, or suspect serial range, the system can trigger a nonconformance notice or supplier corrective action request through Trading Grid. This enables fast, standardized communication back to the trading partner with the affected document and product references.

• Accelerates containment and supplier response
• Ensures formal, auditable communication of quality issues
• Supports consistent escalation across procurement, quality, and supplier management teams

5. Recall and Withdrawal Communication to Trading Partners

Direction: OpenText Product Traceability - OpenText Active Documents Trading Grid

If Product Traceability identifies a recall event, affected lot list, shipment history, and disposition instructions can be distributed through Trading Grid to distributors, retailers, and logistics partners. This ensures that recall notices are delivered securely and that all parties receive the same controlled information.

• Improves speed and consistency of recall execution
• Provides an auditable communication trail
• Helps reduce customer safety and brand risk

6. Proof of Delivery and Traceability Closure

Direction: OpenText Active Documents Trading Grid - OpenText Product Traceability

Proof of delivery documents exchanged through Trading Grid can be used to close the traceability chain in Product Traceability by confirming final receipt, shipment completion, or transfer of custody. This is especially useful for temperature-sensitive, regulated, or serialized goods where chain-of-custody evidence is required.

• Creates end-to-end shipment traceability
• Supports dispute resolution and claims handling
• Improves confidence in custody and delivery records

7. Bi-Directional Partner Master and Product Identifier Synchronization

Direction: OpenText Active Documents Trading Grid - OpenText Product Traceability

Trading Grid can exchange partner-facing master data such as supplier identifiers, ship-to locations, item codes, and packaging hierarchies, while Product Traceability maintains the operational traceability attributes for lots and serials. A bi-directional integration keeps trading partner documents aligned with traceability records and reduces mismatches in document processing.

• Minimizes errors caused by inconsistent item or partner identifiers
• Improves document matching across procurement, logistics, and quality systems
• Supports scalable onboarding of new suppliers and distributors

8. Customer Traceability Request Fulfillment

Direction: OpenText Product Traceability - OpenText Active Documents Trading Grid

When customers request traceability evidence such as lot genealogy, shipment history, or compliance documentation, Product Traceability can assemble the required data and send the response package through Trading Grid. This provides a secure and standardized channel for sharing sensitive product history with external parties.

• Speeds customer service response times
• Protects sensitive traceability data during external exchange
• Improves customer trust in regulated and high-risk industries