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CEMEX Connect

For Customers

User Guide

CEMEX Connect For Customers Rev 9.1: September 2015 1

Welcome to CEMEX Connect

We are excited to present CEMEX Connect, our online customer site for viewing your

business account information. We hope that you will take some time to familiarize

yourself with CEMEX Connect and the features it has to offer:

Account Details - View, save, and print financial documents

Account Summary - Balances by project, and monthly statements

Paperless Options - Set your account to receive documents online instead of by

regular mail

Orders and Deliveries - View current and pending orders to verify details. Also,

view, save, and print delivery documents

Technical Documents - View, save, and print most updated Material Safety Data

Sheets (MSDS) and Mill Test Reports

Volume Report (cement customers only) - View reports on total volumes

purchased

Online Lien Release submittals (non-cement only) - Submit requests for lien

releases online

Case Creation - Report all concerns via CEMEX Connect

Grouping - Personalize CEMEX Connect to view groups of accounts at one time,

or filter by account

Smart Pay - Schedule easy online payments

Please note that not all transactional documentation from the previous CEMEX Connect

site (such as invoices, monthly statements, and order history) will be available on this

site. For this reason, your previous account is still available. If you do not have an

account in the previous version, or for any other concerns, please call us at 1-800-99-

CEMEX to get access to historical data.


CEMEX Connect

for Customers LOGGING ON ............................................................................................................................................. 3

THE WELCOME TO CEMEX CONNECT SCREEN ............................................................................ 4

ACCESSING YOUR CUSTOMER ACCOUNT ....................................................................................... 6

CUSTOMER DROP-DOWN ............................................................................................................................. 6 CUSTOMER STRUCTURE LINK ..................................................................................................................... 6 VIEW BY GROUP LINK ................................................................................................................................. 7

FINANCIAL DOCUMENTS TAB ............................................................................................................. 8

ACCOUNT DETAILS ..................................................................................................................................... 8 ACCOUNT SUMMARY .................................................................................................................................10 TICKET LOOKUP .........................................................................................................................................12 PAPERLESS OPTIONS ..................................................................................................................................14

ORDERS ......................................................................................................................................................15

ORDERS ......................................................................................................................................................15 DELIVERY DETAILS ....................................................................................................................................17

VOLUME TAB ............................................................................................................................................19

VOLUME REPORT .......................................................................................................................................19

TECHNICAL DOCUMENTS TAB ...........................................................................................................21

MILL TEST REPORTS ..................................................................................................................................21 MATERIAL SAFETY DATA SHEETS .............................................................................................................22

LIEN RELEASE TAB ................................................................................................................................24

LIEN RELEASE REQUESTS...........................................................................................................................24

CONTACT US TAB ....................................................................................................................................25

CREATE A CASE .........................................................................................................................................25 ONLINE CASE HISTORY ..............................................................................................................................27

ADMINISTRATION TAB .........................................................................................................................29

MY INFO .....................................................................................................................................................29 CUSTOMIZE VIEW.......................................................................................................................................31

SMARTPAY TAB (FOR THOSE REGISTERED TO USE SMARTPAY) ...........................................34

WHAT IS SMARTPAY? ................................................................................................................................34 WHO CAN USE SMARTPAY .........................................................................................................................34 MAKE A PAYMENT .....................................................................................................................................35 PAYMENT HISTORY ....................................................................................................................................41


Logging On

Follow the steps below to log on to CEMEX Connect.

Step Action

1. Navigate to the CEMEX USA home page using the following URL:

www.cemexusa.com. The CEMEX USA home page appears:

2. In the CEMEXCONNECT window, enter your Email and Password,

provided when you registered for CEMEX Connect, and click the Login

button .

Note: You will be prompted to change your password the first

time you log on.

Tip: If you forgot your password, click the

link.

The Welcome to CEMEX Connect screen appears.

http://www.cemexusa.com/


The Welcome to CEMEX Connect Screen

Overview The Welcome to CEMEX Connect screen has eight tabs. Each

tab is described below.

# Tab Use to:

1 Home This is the default screen.

2 Financial Documents View your invoices and open items. This tab has four

options:

Account Details

Account Summary

Ticket Lookup

Paperless Options

3 SmartPay Pay your invoices online via SmartPay. If you are not

setup on SmartPay, this tab will not be available. Refer to

pg. 34 of this document for details.

4 Orders View your orders and deliveries. This tab has two

options:

Orders

Delivery Details.

5 Volume View historical volume reports.


The CEMEX Connect Home Page (cont’d)

SmartPay is a CEMEX online tool for conveniently making

payments to your account through a bank transaction. You will

find an option to request access to SmartPay throughout the

portal.

# Tab Use to:

6 Technical

Documents

Print technical documents. This tab has two options:

Mill Test Reports (cement only)

Material Safety Data Sheets (MSDSs)

7 Lien Release Submit requests for lien releases online (non-cement

only).

8 Contact Us Submit inquiries, complaints, requests or comments.

This tab has two options:

Create a Case

Online Case History

9 Administration Change your password and customize your views. This

tab has two options:

My Info

Customize View


Accessing Your Customer Account

Overview On any of the tabs and screens, you may access your customer

account in three ways:

Customer drop-down

Customer Structure link

View by Group link

The account accessed will remain active on all tabs as long as you

are in your current session.

Customer Drop-

down

Follow the steps below to access your account via the Customer

field.

Customer

Structure Link

Follow the steps below to access your account via the Customer

Structure link.

Step Action

1. Click the drop-down button in the Customer field. A list of your customer

accounts appears:

2. Select the customer account you want to view. The account populates in the

Customer field.

Step Action

1. Click the Customer Structure link .

2. Select the account you want to view and click the Select button . The

account populates in the Customer

field.


Accessing Your Customer Account (cont’d)

View by Group

Link

The View by Group link allows you to view a group of accounts

that you’ve combined for reporting. If you access your account

using this option, the Payer/Ship to drop-down menu will

display only the payers/ship to’s assigned to the group.

Before you can use the View by Group feature, you must first

create a group. Refer to the Administration Tab – Customize

Views for details.

Step Action

1. Click the View by Group link . The Selection List dialog box

appears:

2. Click the Group drop-down and select a group.

3. Click the Select Group button . The customer populates in the

Customer field.


Financial Documents Tab

Account Details The Account Details screen allows you to view open items, by

date, for any of your customer accounts. You can also search

closed items by document number or by PO number.

Step Action

1. Navigate to the Account Details screen by clicking the Financial Document tab

. The tab opens to the Account Details screen by default:

2. Select the customer account you wish to view using one of the three methods

described in Accessing Your Customer Account. “All payers” defaults into the

Payer field.

3. If “All Payers” is not desired, click the Payer drop-down and select a payer

(delivery location). The delivery location populates in the Payer

field.

4. Search for items using one of three search methods:

To search by Then

Document Type and Date

(displays open items only)

a. Enter Start Date, End Date and

Document Type.

b. Click the Go button.

Document (displays open and

closed items)

a. Enter Document Number.


PO (displays open and closed

items)

a. Enter PO Number.



Financial Documents Tab – Account Details (cont’d)

Step Action

The Search Results - Account Details screen appears:

5. From this screen, you can:

View & print PDF documents ( ).

Export the file to Excel ( ).

View document details by clicking the Document number

( ).

6. To return to the Account Details screen, click the ACCOUNT DETAIL link

or the Back button .


Financial Documents Tab – Account Summary

Account

Summary

The Account Summary screen displays your account balance

and provides access to your monthly statements.

Statement history is available for a maximum of 6 prior

years plus the current year or as long as your customer

account has been in SAP, if shorter.

New statements are added on the third business day of each

month for the prior month (i.e., January 2010 statements are

available on February 3, 2010).

Step Action

1. Navigate to the Account Summary screen by clicking the Account Summary

link on the Financial Document tab .

The Account Summary screen appears:



Payer field.

3. If “All payers” is not desired, click the Payer drop-down and select a payer

and click the Go button. The Company Address and Account Summary

populate for the payer you selected. The Account Summary can be exported

to Excel ( ).

4. To view/print Monthly Statements:

a. Select a Year and Month.



Financial Documents Tab – Account Summary (cont’d)

Step Action

A search results screen appears based on your selection criteria. This is an

example of the Documents - Account Summary screen.


Financial Documents Tab – Ticket Lookup

Ticket Lookup The Ticket Lookup screen allows you to view, print, and

download delivery ticket information.

Step Action

1. Navigate to the Ticket Lookup screen by clicking the Ticket Lookup link

on the Financial Document tab . The

Ticket Lookup screen appears:



Payer field.

3. If “All payers” is not desired, click the Payer drop-down and select a payer.

The delivery location populates in the Payer

field.

4. Search for items using one of two search methods:

To search by Then

Date a. Enter Start Date and End Date.


Ticket #/SAP Doc. # a. Enter Document Number.



Financial Documents Tab – Ticket Lookup (cont’d)

Step Action

A search results screen appears based on your selection criteria. This is an

example of the Search Result – Account Details screen.

5. View & print PDF documents ( ).

Export the file to Excel ( ).

View ticket details by clicking the Ticket number ( ).

View the SAP Document by clicking the SAP Document # link

( ).

View invoice information by clicking the Related Invoice link

( ).

View a sales document by clicking the Order link ( ).

View invoices and related tickets in a single document

( )

6. To return to the Account Details screen, click the ACCOUNT DETAIL link



Financial Documents Tab – Paperless Options

Paperless

Options

The Paperless Options screen allows you to select options for

paperless billing.

Step Action

1. Navigate to Paperless Options by clicking the Paperless Options link

on the Financial Document tab . The

Paperless Options screen appears:

2. Select the Yes or No checkboxes to choose each of the following:

Paperless Billing: receive your bills via CEMEX Connect only (Regular

delivery by mail will be ceased for the entire account.)

Email Billing Notification: receive an email notice when your invoices are

available in CEMEX Connect.

Paperless Monthly Statements: receive your monthly statements via

CEMEX Connect only (Regular delivery by mail will be ceased for the

entire account.)

3. Click the Submit Request button . Your request will be processed

within 24 hours.

If you need additional help, or if you have any questions, please contact

Customer Care at 1-800-99-CEMEX (23639).


Orders

Orders The Orders screen provides order information for your customer

accounts.

Step Action

1. Navigate to the Orders screen by clicking the Orders tab . The tab

opens to the Orders screen by default:


described in Accessing Your Customer Account. “All ship tos” defaults into the

Ship To field.

3. If “All ship tos” is not desired, click the Ship to drop-down and select a ship to.

The ship to populates in the Ship to

field.

4. Search for orders using one of three search methods:

To search by Then

Order Date (date range

cannot exceed 90 days)

a. Enter Start Date and End Date.


Requested Delivery Date a. Enter Start Date and End Date.


Other criteria a. Enter one of these document numbers:

Sales Order #

Ticket #/SAP Doc. #

Purchase Order #

Material #



Orders Tab - Orders (cont’d)

Step Action

The Search Results - Document List appears based on your search criteria.

If there are no deliveries you will see the following message:

5. From the results screen you can:

Export the full list to Excel ( ).

View delivery details by clicking the Order Number ( ).

View item detail by clicking the Line Item number ( ).

6. To return to the Search Results - Document List screen, click the VIEW

ORDERS link or the Back button .


Orders Tab – Delivery Details

Delivery Details The Delivery Details screen provides access to delivery

information for your customer account.

Step Action

1. Navigate to the Delivery Details screen by clicking the Delivery Details link

on the Orders tab . The Delivery Details screen appears:



Ship To field.



field.

4. Search for delivery tickets using one of three search methods:

To search by Then

Delivery Date (date range

cannot exceed 30 days.)

a. Enter Start Date and End Date.


Delivery Document a. Enter Ticket #/SAP Doc #.


Purchase Order # a. Enter Purchase Order #.



Orders Tab - Delivery Details (cont’d)

Step Action

The Search Results - Delivery Tickets screen appears based on your search

criteria.


View and print selected ( ) documents (

)

Export the full list to Excel ( ).

View an electronic copy of the delivery by clicking the SAP Document # (

). You can print and save the document.

View order details by clicking the Order number ( ).

6. To return to the Account Detail screen, click the ACCOUNT DETAIL link



Volume Tab

Volume Report The Volume Report screen provides a historical report of total

volumes purchased for your customer accounts. Volume data is

currently only available for Cement.

Step Action

1. Navigate to the Volume Report by clicking the Volume tab . The

Volume Report appears by default:



Ship To field.



field.

4. Select the filter values for the volume report:

a. Enter Start Date and End Date (Date range cannot exceed 731 days.).

b. Select Sales Unit (unit of measure). Hold down the CTRL key to select

multiple sales units.

c. Click the Go button.


Volume Tab –Volume Report (cont’d)

Step Action

The Search Results - Volume Report screen appears:


Click the name of a column to sort the data in ascending or descending

order.

Use the scroll bar to view all data.

Click the Excel – Export (Full List) link to export the

report to Excel.


Technical Documents Tab

Mill Test

Reports

The Mill Test Reports screen provides mill test data from all the

cement products which you have bought.

Step Action

1. Navigate to the Mill Test Reports by clicking the Technical Documents tab

. The tab opens to the Mill Test Reports screen by default:

2. Enter document search criteria:

a. Select a Plant or all plants. .

b. Select a Product or all products .

c. Select the Year .

d. Select a Month or all months .

e. Click the GO button .

The Mill Test report appears:

3. Click the Adobe Reader button to download the report. The report will open

in a PDF format that you can print or save to your PC.


Technical Documents Tab – Material Safety Data Sheets

Material Safety

Data Sheets

The Material Safety Data Sheets screen provides material safety

data sheets (MSDSs) for each material category you purchase from

CEMEX.

Step Action

1. Navigate to the Material Safety Data Sheets screen by clicking the Material

Safety Data Sheets link on the Technical Documents

tab . The Technical Documents - Material Safety Data

Sheets screen appears:

2. Click the selection box to the left of the Document Language you want the

document displayed in. The list of material categories will appear on the right.


Technical Documents Tab – Material Safety Data Sheets

(cont’d)

Step Action

3. Click a material category. A PDF version of the Material Safety Data Sheet

(MSDS) for the material category will open in a new window for you to save or

print to your pc.


Lien Release Tab

Lien Release Requests The Lien Release tab allows you to submit lien release

requests.

Step Action

1. Navigate to the Lien Release Requests screen by clicking the Lien Release tab

. The Lien Release Requests screen appears by default.

2. Enter lien release request information:

a. Complete required (*) account information fields.

b. Select the Release Type. If PARTIAL is selected, enter the Thru date that

applies to the release.

c. If you have a return preference (fax or email), select the Return Preference

checkbox and enter your fax number/email address in

the field.

d. Click the Submit Request button .

Your lien release will be processed no later than the end of the next

business day and returned to you via fax or email.

If you do not hear from us by the end of the next business day or if your need is

urgent, please contact your local credit office or Customer Care at 1-800-99-

CEMEX.


Contact Us Tab

Create a Case The Create a Case tab allows you to submit inquiries, complaints,

requests and comments.

Step Action

1. Navigate to the Create a Case tab by clicking the Contact Us tab .

The Create a Case tab appears by default:

2. Complete the Contact Information. Select a customer from the drop-down

.

The customer populates in the Customer field and all the contact information

for the customer is displayed:


Contact Us Tab - Create a Case (cont’d)

Step Action

3. Complete the Case Description:

a. Click the radio button to the left of your Case Type.

b. Select the Department from the drop-down menu.

c. Enter your inquiry, complaint, request or comment in the Case Description

box:

d. Click the Submit button . Your case is submitted for review.


Contact Us Tab – Online Case History

Online Case

History

The Online Case History tab allows you to track the status of the

online cases you have created.

Step Action

1. Navigate to the Online Case History screen by clicking the Online Case

History tab . The Online Case History screen appears:

2.

Enter Case Search Criteria:

a. Select Customer from the drop-down menu:

b. Enter Start Date and End Date (Start and end dates are defaulted to search

for cases in the last month. You may change the dates. Maximum date range

for a search is 90 days.).

c. Select the status of the case from the Status dropdown menu:

d. Click the Go button .


Contact Us Tab – Online Case History (cont’d)

Step Action

The Search Result – Case List screen appears:

3. Click the Notes link to view a case description. The Case Notes

screen appears.

4. Click the Close button to return to the Search Result – Case List

screen.


Administration Tab

My Info The My Info link allows you to change your password and update

your registration information at any time.

Step Action

1. Navigate to the My Info screen by clicking the Administration tab

. The tab opens to the My Info screen by default:

2. To change your password, enter the following information:

a. Enter your Current Password.

b. Enter your New Password.

c. Enter your new password again in the Verify New Password field.

d. Click the Submit Password Change button .


Administration Tab – My Info (cont’d)

Step Action

3. To change your registration information, enter updated information in any of

the fields as needed, and click the Submit Contact Change button

.


Administration Tab – Customize View

Customize View The Customize View screen allows you to create groups to

combine accounts for reporting. This section shows you how to

create and delete a group.

Step Action

1. Navigate to the Customize View screen by clicking the Customize View link

on the Administration tab . The Customize

View screen appears, with all accounts associated with your customer account

displayed in the selection list:


Administration Tab – Customize View (cont’d)

Step Action

2. To create a group:

a. Click the Group drop-down and select

New Group.

b. In the Selection List frame, select the checkboxes of the payers and/or ship

to you want to add to the group:

c. Enter a name for your group in the Group Name

field.

d. Enter an optional description for your group in the Description

field.

e. Click the Save button . The following message appears indicating

the new group has been created .


Administration Tab – Customize View (cont’d)

Step Action

3. To view a group, click the Group drop-down and select a group. The group

selection criteria will appear.

4. To delete a group:

a. Click the Group drop-down and select

the group you want to delete.

b. Click the Delete Group button . A dialog box pop ups asking

you if you want to delete the selected group:

c. Click the OK button . The following message appears:

.


SmartPay Tab (For Those Registered to Use SmartPay)

What is

SmartPay?

SmartPay is an easy and convenient way to manage and pay your

invoices online. You can also run reports and view payment

history, and save data for historical and recordkeeping purposes.

How Does

SmartPay Work?

Using SmartPay, you can pay your invoices online with a click

of a button. Once payment is submitted, you will receive a

confirmation number with your payment details. Please allow 2

business days for payment to be posted to your account.

Payments submitted on weekdays after 7 pm CST will be

treated as if they were submitted the next day.

Payments submitted on a weekend or holiday will be treated

as if they were submitted on the following business day.”

Who can use

SmartPay

Customers with a CEMEX Connect account can register to use

SmartPay by clicking on Click Here to Request Access link

next to the SmartPay icon .

Authorization to use SmartPay will be approved on a case-by-

case basis.

The SmartPay

Tab

When approved for SmartPay, a SmartPay tab is added to

CEMEX Connect for your customer account.

There are two screens:

Make a Payment – view open invoices and make ACH

payments

Payment History – view payments

Important Note

about Pop Up

Blockers

Be sure to de-activate all popup blockers before attempting to

make an online payment.


SmartPay Tab – Make a Payment

Make a Payment Follow the steps below to pay invoices using SmartPay.

Step Action

1. Click the SmartPay tab . The tab opens to the Make a Payment

screen by default.



Payer field.

3. If “All Payers” is not desired, click the Payer drop-down and select a payer.

The delivery location populates in the Payer

field.

4. Search for invoice documents using one of three search methods:

To search by Then

Document Type and Date a. Enter Start Date, End Date and

Document Type.


Document a. Enter Document Number.


PO Number a. Enter PO Number.



SmartPay Tab – Make a Payment (cont’d)

Step Action

A list of all Open invoices appears for your search criteria. Any past due items

are bolded.

5. Schedule payment date and items to be paid (you must select the date before

selecting invoices).

a. Enter the payment date in the Payment Date

field (applies to all items selected). Items paid after 7:00 pm CST will be

processed on the following day.

b. Click the selection box to the left of the document(s)

line that you want to pay.

c. Enter the amount you are paying in the Payment Amount

column.

d. If paying less than the due amount, select a Reason code from the menu.

e. Enter payment details in the Description field.

f. Repeat steps b.-e. for all payments.

g. Click the Pay button . The Confirm

Payment box appears. Verify the amount and date

is correct.

h. Click the Pay button



Step Action

t. Perform one of the following:

If Then

This is your first online payment The Account List screen appears.

You will need to set up an eCheck

account. Go to step 6.

Already have an eCheck account The Make a Payment - CEMEX

SmartPay screen appears. Go to

Step 7.



Step Action

6.

Follow the steps below to setup eCheck:

a. Click the Add eCheck Account button . The Add New

eCheck Account screen appears.

b. Complete all fields and click the Submit button . (Screen not

shown)

7. Click the Make Payment button . The Make a Payment -

CEMEX SmartPay screen appears:



Step Action

8. Click the Saved Account drop-down to select an account and click the

Continue button . The Verify Payment - CEMEX SmartPay

screen appears.



Step Action

9. Review your payment details and complete the following:

a. Select the Send me an email confirmation checkbox.

b. Enter your CEMEX Connect Password .

c. Check the I accept the Terms and Conditions checkbox

.

d. Click the Confirm button .

The Payment Confirmation - CEMEX SmartPay screen appears.

Tip: Keep the Confirmation Number for your records.

10. Click the Exit button to close out of the site and return to CEMEX

Connect.

Result: You have successfully completed your payment with SmartPay!


SmartPay Tab – Payment History

Payment History The Payment History screen allows you to view your payment

history.

Step Action

1. Navigate to the Payment History screen by clicking on the

SmartPay tab . The Payment History screen appears:



Payer field.

3. If “All Payers” is not desired, click the Payer drop-down and select a payer

(delivery location). The delivery location populates in the Payer

field.

4. Enter Start Date and End Date and click the Go button. Payment History for

the selected range of dates appears.

5. From the results screen, you can:

View documents information by clicking the arrow to the left of the line

you want to view .

View payment details by clicking the Smart Pay Reference No.

Export the file to Excel by clicking the Excel – Export (Full List) link

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