Punchout/punchin setup

Punchout is an industry-standard term. It describes the process where a company accesses externally managed catalogs of vendor products that can be incorporated into the procurement process.

Punchin is an Infor term. It refers to a modified punchout setup. Using punchin, the supplier maintains your company data for items in the supplier catalog, such as item numbers. The item number must be a valid item number. An extrinsic element is also sent with the item that indicates that the vendor is punchin enabled.

Punchout works with RSS and so that users can perform these functions:

  • Browse punchout-enabled vendor web sites
  • Select from approved products and contracted prices
  • Create requisitions
  • Route for approval
  • Generate purchase orders

Punchout eliminates having to load and maintain an item master for non-inventoried or highly configured products.

Punchout enables RSS users to requisition supplies from punchout-enabled vendor websites. A vendor’s website is represented by an icon on the RSS home page. When the user clicks the vendor icon, called punching out, the vendor catalog is displayed as a new page in the user’s browser. From the vendor catalog, RSS users can select items to bring the item data into the RSS application. If there are contracts, the vendor will show the contracted cost information for catalog items and limit the catalog items that are displayed.

When users check out from the vendor website, the selected items and their costs are brought into RSS into a requisition. From this point forward, existing procurement processes handle the punchout requisition like any other requisition is handled. A purchase order can be created from the requisition.

See the Requisition Self Service User Guide for processing data after the setup is complete.