New PX Request

Use the Workspace page in Producer Express to initiate a new onboarding or maintenance request for a producer whose record is open in the Review/Update Producer page in Producer Manager.

View screen capture

To open the Workspace page in Producer Express, click the New PX Request button below the Quick Links section of a producer record open in the Review/Update Producer page in Producer Manager.

For more information about the next steps in processing a new Producer Express request, please click the Help button in the Producer Express toolbar to open the Producer Express online help.

Notes

Note: The New PX Request button displays only if your company's deployment of PLM includes Producer Express and if the permission is enabled in your user security settings in Producer Manager. For more information, see Maintain Security Role and Configuration Options.

Note: The New PX Request function can be Vertafore-configured to import key information from a producer record in Producer Manager directly into a new onboarding or maintenance request in Producer Express, saving data entry. Contact your Vertafore representative for more information.