OpenText Active Documents Trading Grid - Kentico Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and Kentico

OpenText Active Documents Trading Grid and Kentico complement each other well in organizations that need to connect customer-facing digital experiences with secure, document-driven partner operations. Kentico manages web content, campaigns, and eCommerce experiences, while OpenText Active Documents Trading Grid handles reliable B2B document exchange with suppliers, distributors, carriers, and other trading partners. Together, they can streamline customer and partner workflows, reduce manual processing, and improve visibility across the order-to-cash and procure-to-pay cycles.

1. Customer Order Submission from Kentico to Trading Partners

Data flow: Kentico to OpenText Active Documents Trading Grid

When customers place orders through a Kentico-powered eCommerce site or customer portal, the order details can be automatically converted into purchase orders or order acknowledgments and sent through OpenText Active Documents Trading Grid to downstream trading partners such as manufacturers, distributors, or fulfillment providers.

• Reduces manual rekeying of orders into back-office systems
• Improves order accuracy and processing speed
• Supports secure, auditable transmission of transaction documents

2. Shipment and Delivery Status Updates Back to the Customer Portal

Data flow: OpenText Active Documents Trading Grid to Kentico

Shipping notices, delivery confirmations, and exception documents received through OpenText Active Documents Trading Grid can be pushed into Kentico to update customer-facing order tracking pages or account dashboards. This gives customers real-time visibility into fulfillment status without requiring them to contact support.

• Improves customer self-service and transparency
• Reduces inbound service inquiries
• Creates a consistent post-purchase experience across digital channels

3. Supplier Document Exchange for Procurement Portals

Data flow: Bi-directional

Organizations can use Kentico as a supplier portal for publishing purchase orders, receiving order confirmations, and sharing procurement-related content such as policies, onboarding instructions, and compliance requirements. OpenText Active Documents Trading Grid handles the secure exchange of transactional documents with suppliers, while Kentico provides the user interface and supporting content.

• Centralizes supplier communication and document access
• Improves onboarding and compliance adherence
• Supports structured procurement workflows across teams

4. Invoice Submission and Payment Status Communication

Data flow: OpenText Active Documents Trading Grid to Kentico, and Kentico to OpenText Active Documents Trading Grid

Suppliers can submit invoices through OpenText Active Documents Trading Grid, while Kentico can provide a supplier self-service portal for invoice status, payment timelines, and dispute guidance. Finance teams can also publish payment-related notifications or policy updates through Kentico, with transactional invoice data continuing to flow through OpenText Active Documents Trading Grid.

• Speeds up invoice visibility and resolution
• Reduces finance support workload
• Improves supplier experience and trust

5. Partner Onboarding and Compliance Document Management

Data flow: Kentico to OpenText Active Documents Trading Grid

Kentico can host partner onboarding pages, training materials, and compliance instructions, while OpenText Active Documents Trading Grid manages the exchange of required business documents such as certificates, signed agreements, and trading setup forms. This is useful for onboarding new suppliers, logistics providers, or franchise partners.

• Creates a guided onboarding experience
• Ensures required documents are captured and tracked
• Supports auditability and regulatory compliance

6. Product Content and Trading Document Alignment for B2B Commerce

Data flow: Bi-directional

For B2B commerce scenarios, Kentico can manage product pages, pricing content, and campaign messaging, while OpenText Active Documents Trading Grid supports the exchange of operational documents tied to those products, such as purchase orders, shipping notices, and invoices. This ensures that what customers see online aligns with the transactional documents exchanged behind the scenes.

• Improves consistency between digital storefronts and fulfillment operations
• Supports accurate B2B ordering and fulfillment
• Reduces disputes caused by mismatched product or pricing information

7. Order Exception Handling and Customer Communication

Data flow: OpenText Active Documents Trading Grid to Kentico

When OpenText Active Documents Trading Grid detects exceptions such as rejected purchase orders, missing shipment data, or delayed acknowledgments, Kentico can surface alerts, FAQs, and resolution steps in a customer or partner portal. This helps business users resolve issues faster without relying on email chains or manual follow-up.

• Improves exception management and response times
• Provides a better self-service support model
• Reduces operational friction across sales, logistics, and customer service

In summary, integrating Kentico with OpenText Active Documents Trading Grid helps organizations connect customer-facing digital experiences with secure partner transaction processing. The result is better workflow automation, stronger collaboration with trading partners, and more efficient operations across commerce, supply chain, and support teams.