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Partner Portal What’s New Guide Version 1.0

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This material contains valuable confidential information, property and trade secrets of ecmarket Inc., Vancouver, British

Columbia, Canada, embodying substantial development efforts and confidential information, ideas and expressions, no

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Revision History

Doc. Version Description of Change Author Date

Version 1.0 V1.0 Original J.Weir October, 2015


TABLE OF CONTENTS

DOCUMENT COPYRIGHT .................................................................................................... 2

OVERVIEW OF WHAT’S NEW IN AUTOORDER .............................................................. 4

REFRESHED LOOK FOR ICONS AND BUTTONS ...................................................... 5

SUPPORT FOR MULTIPLE BROWSERS ...................................................................... 6

BROWSER POPUPS HAVE BEEN REMOVED ............................................................. 6

USER ROLES .................................................................................................................... 6

SUPERUSERS CAN NOW CHANGE THE ROLE OF A USER .................................... 7

SUPERUSERS CAN NOW CHANGE ACCESS FOR A USER ...................................... 8

ACCESS CONTROL BY SPECIFIED BUSINESS/DIVISION ....................................... 8

SEARCHING FOR A CUSTOMER NAME OR CUSTOMER NUMBER ...................... 9

NEW SUGGESTED ASSIGN KEY FIELD IN CUSTOMER DETAILS PAGE ............. 9

NEW MAP REQUEST OPTIONS .................................................................................. 11

USE OF INITIAL MAPPING INSTRUCTIONS FOR SUBSEQUENT MAPPING

REQUESTS ...................................................................................................................... 12

SEND MAP REQUEST BY EMAIL ............................................................................... 14

CLEAR ALL ALERTS BASED ON A SPECIFIED DATE ........................................... 15

RESOLVE MULTIPLE SHIP-TO, BILL-TO, AND UNKNOWN BUYER ALERTS .. 15

REACTIVATE A DEACTIVATED CUSTOMER ......................................................... 16

VIEW RECENT DOCUMENTS ..................................................................................... 17

TEST DOCUMENTS PAGE NOW SHOWS ONLY TEST DOCUMENTS ................. 19

PORTAL EVENTS CAN NOW BE VIEWED ............................................................... 20

ADDRESSES CAN NOW BE VIEWED, ADDED, MODIFIED, AND

IMPORTED/EXPORTED ................................................................................................ 20


Overview of What’s New in AutoOrder

The AutoOrder Partner Portal includes the following enhancements:

Refreshed look for icons and buttons

Support for multiple browsers

Browser popups have been removed

User roles

SuperUsers can now change the role of a User

SuperUsers can now change access for a User

Access control by specified Business/Division

Searching for a customer name or customer number

New Suggested Assign Key field in Customer Details page

New map request options

Use of initial mapping instructions for subsequent mapping requests

Send map request by email

Resolve all alerts based on a specified date

Resolve multiple ship-to, bill-to, and unknown buyer alerts

Reactivate a deactivated customer

View recent production documents

Test documents screen now shows only test documents

Portal events can now be viewed

Addresses can now be viewed, added, modified, and imported/exported


Refreshed Look for Icons and Buttons

The icons and buttons in the Partner Portal have been refreshed. This is an example of

the updated icons on the homepage of the portal.

The menu bar in the Customer List page has been updated providing a more simplified

interface. The lower toolbar with the Customers and New Customer buttons has been

removed.

To add a new customer, you now click on the Add button. To view the Customers List,

you now click then Customers button.

Previously, the New Customer button was used to add a customer and you had to click

on the Customers on the lower toolbar to return to the Customers list.


Support for Multiple Browsers

The Partner Portal now supports multiple internet browsers including Microsoft Internet

Explorer, Google Chrome, Mozilla Firefox, and Apple Safari. This support extends to

mobile devices using these browsers. Additionally, Internet Explorer no longer needs to

be set to Compatibility View (Compatibility Mode).

Previously, only Internet Explorer was supported.

Browser Popups Have Been Removed

All new browser popups have been removed such as the Adding a New Buyer popup.

This makes the interface easier to use and eliminates potential errors.

User Roles

There are three different types of roles in the portal – SuperUser, User, and, - (user).

SuperUsers can now create and edit the role of a User, which is explained in the

following section. If no role is assigned to a new user, a “-“ type of user is created and

this type of role has the same rights as a User.

Previously, when a new user was created, the user was assigned the rights of a User

and a Help Desk request had to be submitted to change the role of the User to

SuperUser.

Following is a table outlining the details of user hierarchy:

Section SuperUser User

Alerts Alerts for all customers Alerts for customers they are assigned to as a Sales Rep, Business Rep, and/or Implementer, or if access has been granted for a specific Business/Division

Address Bulk download, modify, delete, bulk Import

Bulk download, modify

Documents Details View Document Info and access to associated actions

None

Customer List View ALL customers, ability to modify Customer Details, download list, remove, global edit

View only assigned customers, ability to modify Customer Details, if assigned as a Sales Rep, Business Rep, and/or Implementer, or if access has been granted for a specific Business/Division

Users (Tools > Company) View, edit None


SuperUsers Can Now Change the Role of a User

SuperUsers can now change the role of a User to SuperUser. This can be done when

the user is created or as a modification to the user role.

Previously, you had to submit an email to the Help Desk requesting for a user’s access

to be changed to a SuperUser.

Note: The Role of a user is now displayed in the Company Details page.


SuperUsers Can Now Change Access for a User

SuperUsers can now change the access rights of a User. For example, a basic user can

now have access to all customers.

Access Control by Specified Business/Division

When users are created, you can now specify a custom business division, which can be

used to control access to specific business divisions of a customer. This field can also

be used to filter information in the Customer List page.

Note: To provide a User with access to more than one Custom Business/Div, you can

enter these in the Contact Details page in the Business/Division field separated by a

semi-colon. For example, enter the text as follows depending on the type of access you

are providing:

to provide access for all divisions of the business BUS, enter BUS/*

to provide access for all businesses for division DIV, enter */DIV

to provide access for all businesses that start with ABC, enter ABC*/*


Searching for a Customer Name or Customer Number

You can now search for a customer by Customer Name or Customer Number in the

Customer List page by specifying search criteria in the Filter field and clicking the

Search icon.

Wildcard searches are supported by using an asterisk before specified characters or

after specified characters. If you put the asterisk at beginning, it searches for the text

that ends with the specified characters and if you put the asterisk at the end of the

search string, it searches for text that starts with the characters. For example, entering

*Co in the Filter, searches for all customers starting with the letters “Co”.

Previously, there was no searching capability in the Customer List page.

New Suggested Assign Key Field in Customer Details Page

You can now specify a value in the Suggested Assign Key field in the Customer Details

page for a customer account. This helps to eliminate the need to resolve Document

Alerts for non-matches on unknown customers.


Previously, you had to manually resolve Document Alerts generated for non-matching

customers and also request this key to be set up when requesting mapping.

You can set the value for the Suggested Assign Key field when adding a new account

and when modifying an account. Auto-assignment keys can be a single word or multiple

words. When using multiple-word values, conditions (operators) such as AND, OR, and

NOT are supported, as well as the use of parentheses.

Note:

Double quotes must be used if AND/OR/NOT conditions are included in the value of the Suggested Assign Key field.

Text is not case sensitive. For example, there is no difference between MARMON UTILITY and marmon utility.

If the assignment key text contains one of the conditions (AND/OR/NOT), double quotes must be used around the text. For example, for a company name such as A and B Company, enter "A and B Company".

See the following company/address details as an example:

Marmon Utility LLC. 53 Old Wilton Road Milford, NH 03055 Using the above example, following are valid examples of values for the Suggested Assign Key field:

Marmon Utility LLC

"Marmon Utility LLC" AND "53 Old Wilton Road"

"Marmon Utility LLC" OR "53 Old Wilton Road"

("Marmon Utility LLC" AND "53 Old Wilton Road") AND NOT "Milford, NH 03055"

("Marmon Utility LLC" OR "53 Old Wilton Road") AND "Milford, NH 03055"

After setting a value for the Suggested Assign Key field, one of the following messages is generated depending on the outcome:

Auto-Assignment Key set

Auto-Assignment Key set with a warning

Auto-Assignment Key NOT set – Key not unique

Auto-Assignment Key NOT set – Key not found on documents

Each scenario generates a message in the Mapping History and an email is also sent to the Implementer.


New Map Request Options

There are new options available in the Request Map screen.

Following is a description of what each of the options is used for:

Until this map change is complete, verify all documents received conform with

this request (during which time document delivery may be delayed). – When this

option is selected, all documents submitted before the map request is complete are

reviewed to determine if the map request applies to these documents before they are

processed and delivered. Documents that are related to the map request are put on

hold until the map request is completed

Previously, there was no option for this functionality.

Note: Until the map has been finalized, processing time will be delayed (since all

documents need to be reviewed).

Send specified documents as Production once this map change is complete. –

When this option is selected, specified production documents are reprocessed. By

default, when the company is in Production Configuration Complete we do not

(re)process specified PRODCTION documents unless specifically requested; this will

clarify if you need the documents processed or not once the map request is completed.

Previously, a map request had to be submitted for reprocessing documents.

Note: Details such as document numbers and date ranges must still be included in the

map request.


Use of Initial Mapping Instructions for Subsequent Mapping Requests

You can now populate the initial mapping questions when making a subsequent

mapping request. This way, you can easily provide a new set of mapping questions,

while viewing the questions that were used for the initial mapping of your data.


Note: The following example is the list of Initial Questions from a mapping of an Eclipse

ERP system. Your initial questions may not appear exactly as in the following

screenshot.

Previously, you had to review the history in a different page and then enter your new

mapping instructions.


Send Map Request by Email

You can now make a mapping request by email by clicking the Email Request button in

the Customer Details page. This provides you with not only the mapping request

functionality, but also to attach documents in the request. Another added benefit is when

a document is sent with the new functionality, it is ensured that it is associated to the

correct customer.

When you click the Email Request button on the Customer Details page, your default

email service is opened. Enter the text of your email above the preformatted text in the

email and attach the document for your map request.

There are two benefits to submitting documents by Email Request, as follows:

The process for submitting a document and map requested is shortened into one

step. The alternative way is to submit test documents by email, possibly resolve

“Cannot Determine Customer for Document” document alerts, and then enter a

map request.

For Production accounts, documents can be submitted without being processed.

This is particularly useful if a new document format needs to be submitted with

data such as cross-reference information. Alternatively, if a document is

submitted by the portal email address, the system will attempt to process it.


Note: Do not change the preformatted text in the map request email.

Previously, you would have to email any applicable documents to the Help Desk first and

then make a map request stating that a document had been sent for mapping.

Clear All Alerts Based on a Specified Date

You can now clear all alerts based on a specified date by clicking the Clear Alerts

button in the Alerts List page and entering a date. All the alerts generated prior to the

specified date are cleared (mark as not processed). Enter the date in year/month/day

format – e.g., 2015-03-23.

Note: Resolving an alert does not delete the associated document from the system. You

can issue a map request to regenerate the alert.

Previously, all alerts must have been handled individually.

Resolve Multiple Ship-To, Bill-To, and Unknown Buyer Alerts

You can now resolve multiple alerts for ship-to/bill-to addresses and unknown buyers

with the same address by selecting the Apply to all [number of] outstanding

documents with the same address option in the Document Alert Details page. You

are still required to enter the missing information (such as the Ship to id., Bill to id, or

buyer id.) and reprocess the document in the Document Alert Details page, as before.

Once this type of alert has been resolved, you will not receive alerts for this address

again.

Note: This type of alert resolution does not apply to unknown customer alerts.


Previously, all alerts for ship-to addresses and unknown buyers must have been

resolved individually.

Reactivate a Deactivated Customer

You can now reactivate a customer that has been deactivated. When adding a

customer, if you enter a Customer Number that has been previously entered (and

deactivated), there will be a link called Company with the same customer number

already exists displayed at the top of the Customers Details page. You then can open

the existing customer that was previously entered and choose to reactivate it by clicking

the Reactivate button.


Previously, this functionality did not exist.

View Recent Documents

You can now view recent documents for customers in Production by clicking the Recent

Documents button in the Customer Details page.

Note: You can click on a link in the Status column to see additional information about

the document and take further action if needed. For example, if you have a document

with the status of Not Processed, you can now choose to Reprocess or Reassign it and

also to forward the document to the appropriate contact.


When you click on a link in the Status column, the Document Details are displayed.

Depending on the type of document, different action buttons are available.

Following is a description of what each of the action buttons are used for:

Reprocess – reprocesses and deliver the document

Note: If the document has been already delivered, the Reprocess action sends the

document again.

Set Confirmed – some customers send confirmations of document receipt when

documents are successfully delivered. At that point, the document status is set to

"confirmed". If the confirmation of receipt is not received, the document status becomes

"not confirmed". The Set Confirmed button allows users to manually set the document

status to confirm

Not Processed – there may be instances where a document is updated by a customer

(such as adding line items and changing part numbers) and submitted again with the

same document number. By default, documents with duplicate numbers are not

processed. In these cases, a user must set the original document to "Not Processed"

and then select the "Reprocess" button on the newer submitted document in order to

process it.

Reassign – reassigns a document to the correct customer.

Forward – sends the original document to be emailed to a list of recipients.

The following is an example of when you forward a document by clicking the Forward

action button.


Previously, only test documents were visible for the customer once it was in Production

and any additional information about the document was sent by email. Also, to reprocess

a document, a map request was needed for reprocessing, confirming, reassigning, and

forwarding a document.

Test Documents Page Now Shows Only Test Documents

The Test Orders page now only displays test document used for setting up your

customer. All production documents are now displayed in the Recent Production Orders

list, as described in the previous section.


Previously, the Test Orders page displayed production documents that were not

processed due to circumstances such as duplicate documents.

Portal Events Can Now Be Viewed

The details about a portal event can now be viewed in the Map History page. The events

are shown in green text and display information such as modified customer information.

Previously, information about portal events was not captured in the Map History page.

Addresses Can Now Be Viewed, Added, Modified, and Imported/Exported

Address information can now be viewed by clicking the Addresses button in the

Customer Details page. Address information can then be added, modified, and

imported/exported in the Address List page.

Note: This is an advanced function for only experienced users.

To modify a single address, you click on the Company link in the Address List page,

make your changes, and click Save. Alternatively, you can select an address in the

Address List page, click Open, make your changes, and click Save.

To modify multiple addresses, click on the Download button to open a CSV file where

you can make your changes, and then Import the file back in to the Portal using the

Import button.


Note: Do not modify the values in the AddressId or the HashValue columns when

making updates through the Export/Import functionality.

To add a single address, click the Add button in the Address List page, enter the

details, and click Save.

To add multiple addresses, click the Download button, add each address in a new row,

save the file, and reimport the Address List using the Import button on the Address List

page.

Note: When you are adding addresses using the Export/Import functionality, leave the

AddressId and the HashValue column values blank. Also, ensure the ship-to/bill-to

address is exactly the same as the address used on the document so an exact match is

made. If the information is not the same, an alert may be generated. For example, if the

word Boulevard is in the address and it is abbreviated as BLVD in the document, use the

abbreviated form in the new address.